- Company Name
- ExaCare AI
- Job Title
- Solutions Consultant
- Job Description
-
**Job title:** Solutions Consultant
**Role Summary:**
Customer‑facing implementation specialist who partners with Business Operations and other internal teams to onboard clients, deliver training, configure the ExaCare platform, document processes, and capture feedback for continuous improvement.
**Expectations:**
- 1+ years in consulting, banking, or a B2B SaaS customer‑facing role.
- Bachelor’s degree in Business, Engineering, or a related technical field.
- Strong verbal and written communication, comfortable with executives and frontline users.
- Process‑oriented mindset; ability to translate complex workflows into SOPs, checklists, and guides.
- Technical aptitude: comfortable product configuration, data mapping/CSV imports, basic SSO/APIs/webhooks.
- Familiarity with PHI/privacy regulations (HIPAA/PHIPA) is a plus.
- Excellent relationship‑building skills, detail‑oriented, and able to thrive in a fast‑paced environment.
**Key Responsibilities:**
1. Design and lead onboarding workshops, role‑based curricula, quick‑start guides, and live training sessions; produce short Loom videos/tutorials.
2. Create, maintain, and improve SOPs, runbooks, checklists, templates, FAQs, and how‑to guides for internal and customer use.
3. Conduct post‑launch reviews, document lessons learned, and initiate experiments to shorten time‑to‑value and enhance training effectiveness.
4. Host implementation calls with Business Operations Managers to map client workflows, manage communications, timelines, risks, and status updates.
5. Configure the ExaCare platform for new customers: set up environments, roles/permissions, data imports, basic integrations (SSO, file/API feeds), and workflow settings.
6. Provide technical triage during onboarding, collaborate with Engineering/Support to resolve issues, and communicate updates clearly to clients.
7. Maintain project hygiene across CRM, CS tools, and project management systems; keep notes, tasks, and next steps current.
**Required Skills:**
- Exceptional communication and facilitation.
- Relationship building and client management.
- Process design, documentation, and SOP creation.
- Technical configuration and basic integration knowledge (SSO, APIs, webhooks).
- Data mapping, CSV import proficiency.
- Attention to detail and iterative improvement mindset.
- Ability to juggle multiple priorities and remain adaptable.
**Required Education & Certifications:**
- Bachelor’s degree in Business, Engineering, or a related field.
- No specific certifications required.