(US) Software Implementation Consultant II - Financial at PointClickCare

This role is ideal for a mid-level professional with at least 4 years of experience in software implementation, specifically within the B2B or SaaS space. While

Work type: remote

Location: Remote, USA

Salary: $83,000 – $92,000/yr

Type: Full-time

Summary

This role is ideal for a mid-level professional with at least 4 years of experience in software implementation, specifically within the B2B or SaaS space. While categorized under Engineering, this is a client-facing consulting position that requires someone who can bridge the gap between financial business processes and technical system configuration. Experience in the healthcare sector (LTPAC) is a significant advantage. The position offers a fully remote work arrangement within the USA, though it does require up to 30% travel for client visits and occasional trips to offices in Utah or Ontario. With a salary range of $83k–$92k, it sits within a stable, founder-led health tech company that emphasizes AI integration and a "human-first" corporate culture. **You might be a good fit if you...** * Have 4+ years of experience leading complex software implementations and translating business needs into technical configurations. * Are comfortable acting as a "trusted advisor" to clients, leading discovery sessions, and managing change management strategies. * Enjoy a mix of remote work and hands-on client interaction, including on-site travel. * Possess a strong background in financial workflows or healthcare technology.

Job Description

At PointClickCare our mission is simple: to help providers deliver exceptional care. And that starts with our people. As a leading health tech company that’s founder-led and privately held, we empower our employees to push boundaries, innovate, and shape the future of healthcare.

With the largest long-term and post-acute care dataset and a Marketplace of 400+ integrated partners, our platform serves over 30,000 provider organizations, making a real difference in millions of lives. We also reinvest a significant percentage of our revenue back into research and development, ensuring our employees have the resources to innovate and make a lasting impact. Recognized by Forbes as a top private cloud company and honored as one of Canada’s Most Admired Corporate Cultures, we offer flexibility, growth opportunities, and meaningful work.

At PointClickCare, we empower our people to be the architects of a smarter healthcare future; one that is human-first and accelerated by AI to create meaningful and lasting change. Employees harness AI as a catalyst for creativity, productivity, and thoughtful decision-making. By integrating AI tools into our daily workflows, collaboration is enhanced, outcomes are improved, and every team member has the proficiency to maximize their impact. It all starts with our hiring practices where we uncover AI expertise that complements our mission, and we continue to invest in training and development to nurture innovation throughout the employee journey.

Join us in redefining healthcare — so it doesn’t just survive, it thrives. To learn more about PointClickCare, check out [Life at PointClickCare](https://can01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fpointclickcare.com%2Flife-at-pointclickcare%2F&data=05%7C02%7CSandeep.Dhillon%40pointclickcare.com%7Ce9353db140a24fd980f808ddb00013f1%7Cafd0249eca3d42058bf4ac2b6abd0fec%7C0%7C0%7C638860236586947941%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=dIKtrMG7L0sb%2FfLrFRvhcZAmfqfNXTXDTvMsoJkwGvM%3D&reserved=0) and connect with us on [Glassdoor ](https://can01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.glassdoor.ca%2FOverview%2FWorking-at-PointClickCare-EI_IE452666.11%2C25.htm&data=05%7C02%7CSandeep.Dhillon%40pointclickcare.com%7Ce9353db140a24fd980f808ddb00013f1%7Cafd0249eca3d42058bf4ac2b6abd0fec%7C0%7C0%7C638860236586978442%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=KVgSiL%2ByFmnpxTc5PmuErMwRNwDmTGqUzJIUSIm5fY0%3D&reserved=0)and [LinkedIn](https://can01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpointclickcare%2F&data=05%7C02%7CSandeep.Dhillon%40pointclickcare.com%7Ce9353db140a24fd980f808ddb00013f1%7Cafd0249eca3d42058bf4ac2b6abd0fec%7C0%7C0%7C638860236586994867%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=AFNWMltUX65iQ5E5LFYOrA9bKP10SzKQ7jwcti57q2E%3D&reserved=0).

Travel to Office expectations
For Remote Roles: If this role is remote, there will be in-office events that will require travel to and from the Mississauga and/or Salt Lake City office. These will include, but not limited to, onboarding, team events, semi-annual and annual team meetings.

For Hybrid Roles: If this role is Hybrid, there will be an expectation to reside within commutable distance to the office/location specified in the job listing. This will include, but not limited to, weekly/bi-weekly/monthly events in the office with your specific team. This is a requirement for this role.

Position Summary

As part of the Professional Services, Practice Delivery team, the Software Implementation Consultant II, Financialwill act as the principal liaison with the customer to implement best practices to drive optimized business outcomes for the customer within the Long-Term and Post-Acute Care (LTPAC) settings. The Consultant will be diligent, customer focused, agile, transparent and a strong communicator. This individual will build relationships with our customers to become the trusted advisor and counsel them on our solutions and recommended business practices. The successful candidate will lead an in-depth analysis of the customers’ desired business process, operations and practices and provides recommendation for solution configuration and enhanced business practices. The applicant should expect up to 30% on site travel to customer sites and regional meetings.

The Software Implementation Consultant will report to the Practice Manager, Professional Services.

## Key Responsibilities:

• Principal implementation liaison on the project team translating and documenting customer expectations, business processes and goals to ensure implementation success


• Lead a detailed business discovery and develop recommendations to execute a delivery approach that will drive outcomes and value


• Translate technical requirements and execute system configuration setup (more complex than entry)


• Establish and maintain strong successful customer relationships by utilizing excellent communication and collaboration skills


• Act as a trusted advisor to the customer, build strong partnerships to develop implementation approaches that consider the impact to a customer’s business and daily workflows


• Partner with internal stakeholders, including configuration and training specialists, to create and execute implementation plans that are on-time and with the highest quality to support customer satisfaction


• In collaboration with the project team, proactively anticipate, identify, and communicate issues, risks, escalations, timelines and delays to ensure an exceptional customer experience and successful implementation


• Lead, influence, advise and support customer change management strategies, including the plans for user readiness and acceptance.


• Develop and maintain expertise and knowledge in multiple product offerings, including the knowledge of the end-to-end solution and product value outcomes


• When needed, travel to customer on-site locations to lead and direct meetings and presentations

• Post-secondary education in a technology related field, preferred


• Excellent communication, organizational and collaboration skills


• Consulting experience within a software organization performing workflow analysis and developing and delivering recommendations to drive enhanced business value and outcomes


• Experience working on a multi resource project team balancing milestones and objectives efficiently and on time


• Proven ability to take accountability for a project, demonstrating initiative, and delivering on commitments to ensure customer objectives are met


• The ability to quickly learn new concepts and technologies and convert them into customer solution value


• Self-starter, able to work independently, prioritize to deliver on time and adapt priorities and a flexible approach to sharing client insights


• Ability to thrive in a high paced, complex team environment


• Must be results oriented, and demonstrate a can-do attitude with adaptability, problem-solving and critical thinking skills


• 4+ years in a software implementation role


• Healthcare market experience preferred

As part of the Professional Services, Practice Delivery team, the Software Implementation Consultant II, Financialwill act as the principal liaison with the customer to implement best practices to drive optimized business outcomes for the customer within the Long-Term and Post-Acute Care (LTPAC) settings. The Consultant will be diligent, customer focused, agile, transparent and a strong communicator. This individual will build relationships with our customers to become the trusted advisor and counsel them on our solutions and recommended business practices. The successful candidate will lead an in-depth analysis of the customers’ desired business process, operations and practices and provides recommendation for solution configuration and enhanced business practices. The applicant should expect up to 30% on site travel to customer sites and regional meetings.

The Software Implementation Consultant will report to the Practice Manager, Professional Services.

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