Practice Consultant I - US Remote

What is PerfectServe? 

PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company was founded in 1997 and has grown steadily since then, with a notable jump after several major acquisitions were announced in 2019. PerfectServe now has 400+ employees, 30,000+ customers — spanning medical practices, hospitals, and health systems — and $100 million+ in annual revenue.

PerfectServe’s mission is to accelerate speed to care by optimizing provider schedules and routing communications — including messages, pages, calls, and alerts — to the right place at the right time in any care setting. By facilitating real-time information sharing, building better schedules, and automating important clinical workflows, we believe we can help our customers advance patient care and improve the well-being of their clinicians.

Leading analyst firms like Gartner® and KLAS Research have consistently validated our approach:

In 2026, PerfectServe was named highest in execution and furthest in vision in the Gartner Magic Quadrant™ for Clinical Communication and Collaboration — the clear segment leader.

PerfectServe also received two Best in KLAS awards in 2026 — one for physician scheduling and another for ambulatory clinical communications. That makes for 11 Best in KLAS awards over the past 9 years.

At PerfectServe, you'll have a unique opportunity to join a collaborative team with decades of experience that finds new ways to delight our customers every day. This involves consistent efforts to stay on the cutting edge of product development, which includes everything from implementing AI in new and existing solutions to brainstorming with customers about novel workflows. But you don't have to be in product to make in impact — everybody at PerfectServe contributes to important work that moves the business forward.

If you're looking for a well-established, tech-forward company full of smart people doing meaningful work, you've found the right place!

We are looking for client-facing, technical rockstars to join our growing company focused on making clinical communications and scheduling more effective, collaboration more intuitive, health systems better, and communities stronger. Don’t miss out on this opportunity!

The Practice Consultant will be responsible for determining & building custom, clinical workflows.

They will be required to have a deep understanding of the PerfectServe platform to best apply the company’s technology to meet the workflow needs of our customers and their providers.

Responsibilities

Implement custom, elegant workflow designs to best meet the need of our customers and help better streamline all clinical communications.

Engage & build fast rapport with customers, such as Practice Managers and Providers.

Build users, schedules and workflow rules within the PerfectServe platform.

Provide technical support, occasionally onsite, and make the appropriate user application adjustments during new customer go lives.

Monitor and make the necessary user and schedule application changes for PerfectServe’s synced applications.

Execute testing protocols.

Contribute to configuration standards best practices and

Execute the company’s configuration quality assurance

Serve as lead consultant for all types of outpatient projects

Work with physician offices to understand their communication requirements and apply PerfectServe’s technology in ways that deliver the best possible outcome for them

Configure workflow solutions

Conduct practitioner, practice manager and support staff training

Execute regular quality audits (design and configuration)

Provide remote go-live support

Manage account stages in SFDC and SmartSheet

Essential Qualifications

2+ years’ work experience in a customer facing, consulting, account manager, project manager, business analyst and/or other service role

Ability to work closely with peers and team members in a collaborative manner

Adaptable

Strong Microsoft Office proficiency with Excel, Visio, Word, PowerPoint and Outlook

Excellent written and verbal communication skills

Problem solving and reasoning skills with both configuration and communication

Strong organizational skills

Strong time management skills

Excellent attention to detail

The ability to thrive in a fast-paced environment

Honest and impartial

Key Performance Indicators

Quality score of 85% or higher

Adherence to best practice and/or client design standards (quality)

On-time delivery of solution designs

SFDC and SmartSheet compliance

Documentation compliance

Average customer satisfaction rating of 80% or better

Beneficial Qualifications

Bachelor’s degree, preferably in Business or related discipline

Experience driving process change in complicated environments

Experience working with physicians or in clinical settings

This position requires interaction with people and technology while either standing or sitting. In order to best service our customers on the phone, face-to-face, or on the computer, all employees must be able to communicate with or without reasonable accommodation. Depending on the assignment, may require ordinary ambulatory skills sufficient to visit other locations; or the ability to stand, walk and manipulate (lift, carry, move) light to medium weights of 10 - 50 pounds. Requires good hand-eye coordination, arm, hand and finger dexterity, including ability to grasp, and visual acuity to use a keyboard, operate equipment and read technical information.

PerfectServe is committed to compliance with its obligations under all applicable state and federal laws prohibiting employment discrimination. In keeping with this commitment, it attempts to reasonably accommodate applicants and employees in accordance with the requirements of the disability discrimination laws. It also invites individuals with disabilities to participate in a good faith, interactive process to identify reasonable accommodations that can be made without imposing an undue hardship.

This position description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. PerfectServe, Inc. is an Equal Opportunity Employer

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Why Join PerfectServe?

At PerfectServe, we are transforming healthcare communication and collaboration to help clinicians deliver better care. You’ll work with a dedicated and mission-driven team in an environment that values growth, transparency, and innovation.

We offer a salary range of $55,000-60,000 USD per year, with compensation tailored to your background, strengths, and potential to grow within the team. The salary range listed for this role reflects our commitment to pay transparency and is based on market data, internal equity, and the scope of responsibilities. compensation will be determined by a combination of factors, including the candidate’s experience, skills, and the specific team or product area they support. We regularly review compensation across the company to ensure fairness and consistency. If you are a current employee and have questions about how your compensation aligns with our ranges, we encourage you to speak with your manager or People Operations. Benefits:

Remote first work environment

Health, Dental, Vision, Life and Disability Insurance options available day one.

401K - with match and immediately vested.

17 company holidays, 2 floating holidays plus competitive paid time off policy

Internal Advancement Opportunities

PerfectServe  offers unified healthcare communication solutions to help physicians, nurses, and care team members provide exceptional patient care. PerfectServe’s cloud-based solutions enhance patient safety and reduce provider burnout by automating workflows, speeding time to treatment, optimizing shift schedules, empowering nurse mobility, and engaging patients in their own care.