• Own, lead and manage all ongoing implementation(s) and POCs from concept through implementation & release • Understand technical aspects of the product and demo to potential customers • Partner closely with other cross-functional team members to translate business needs and product requirements into new solutions for customers • Develop Customer Success assets and methods, and work with the Key Account Managers from Sales to create new or refine existing onboarding materials • Lead mining and client relationship geographically dispersed to deliver technology projects on time • Maintain end-to-end accountability for customer satisfaction and overall delivery excellence

Position Summary The Senior Specialist, Implementations is responsible for leading and coordinating client implementations of a new CAQH Solution. The client implementation process begins when deals are closed and ends when the client is actively using and realizing expected value from the solution. Individual must be able to independently manage the entire client implementation process and use project management and organizational skills to effectively move each client through the process; a successful implementation is imperative for CAQH to achieve revenue realization for solutions. The individual must coordinate all the functional areas at CAQH to ensure a seamless, positive, and professional experience for clients. This position requires an ability to assess the needs of clients during the implementation process and to lead the solutioning process at CAQH. This position interacts with and is an integral part of a team of professionals dedicated to the achievement of client satisfaction, revenue realization, and long-term growth in line with CAQH goals. The Senior Specialist, Implementations is a full-time, remote, exempt position and reports to the Manager, Implementations. Specific Responsibilities - Client Training: Lead clients through the implementation process by conducting training sessions using presentations and solution demonstrations; troubleshooting issues; and providing ongoing guidance, support, and answers to client questions to ensure successful adoption of all CAQH solutions. - Account Setup: Support implementation team with pre-implementation discovery and setup to ensure seamless, efficient client implementation. - Client Engagement: Act as the primary point of contact for clients during projects, ensuring clear and timely communication, managing expectations, and resolving any issues that arise. - Data Transformation: Perform roster transformation activities by reviewing client-provided Excel files and converting them into CAQH standard templates for ingestion into CAQH solutions. This may require applying advanced Excel functions (e.g., VLOOKUP, XLOOKUP, CONCATENATE) to ensure accuracy and consistency. - Requirements Analysis: Work closely with clients to understand their specific needs, gather requirements, and customize implementation plans accordingly. - Project Management: Maintain accurate and detailed records of all client interactions tracked via CAQH Customer Relations Management (CRM) software. - Continuous Improvement: Drive continuous improvement initiatives to enhance implementation methodologies, streamline processes, and optimize efficiency. - Documentation: Ensure comprehensive documentation of implementation processes, configurations, and client-specific requirements for future reference and knowledge sharing. - Risk Management: Identify and mitigate risks associated with implementation projects, proactively addressing issues and escalating as needed to ensure successful outcomes. - Compliance: Ensure compliance with relevant industry regulations, standards, and best practices throughout the implementation process. - Stakeholder Management: Build and maintain strong relationships with internal stakeholders, including sales, product development, and customer support teams, to ensure alignment and collaboration throughout the implementation lifecycle. - Performs other duties as assigned or as needed. Skills - Ability to analyze, transform, and validate complex data sets using Excel. - Demonstrates proactive desire to deeply understand provider workflows, client challenges, and product functionality. - Asks thoughtful questions, investigates root causes, and continuously seeks opportunity for improvement. - Excellent organizational, prioritization, and time management skills. - Exceptional interpersonal and telephone communication skills with the ability to effectively move the client through the implementation process. - Ability to synthesize client needs and present CAQH Solutions in a responsive manner. - Ability to handle multiple tasks seamlessly without reduction in quality. - Strong attention to detail and desire to provide resolution ensuring client satisfaction. - Ability to experience negative results and retain and sustain focus, professionalism, and enthusiasm for work and CAQH products over an extended period. - Ability to interact and work closely with all levels of internal and external colleagues. - Ability to work independently and sustain a high level of motivation and enthusiasm. - Possess a strong work ethic and desire to contribute individually, to the team, and organization. - Intermediate to advanced skills with Microsoft Office, Word, Excel, PowerPoint and Salesforce. Experience - 1-2 years of experience working with clients on solution implementation projects. - 1-2 years of client management experience with a track record of client satisfaction. - Experience working with healthcare provider groups, credentialing processes, and delegated relationships, including an understanding of provider data, roster management, and payer/provider workflows. - B.A./B.S. degree in Business, Healthcare, Marketing, Technology, or related field preferred. Who We Are CAQH is the trusted data connector at the core of healthcare. For more than 25 years, we have powered the industry with the largest and most complete healthcare data foundation in the U.S., including more than 4.8 million provider data records sourced directly from providers and member data representing 75% of covered lives supplied by health plans. By improving how essential information flows across the system, CAQH helps healthcare operate more efficiently, accurately, and with greater confidence. What You Get At CAQH, you will do meaningful work at the intersection of healthcare, data, and technology, helping solve complex problems that make the healthcare system work better. You will collaborate with experienced professionals who care deeply about accuracy, trust, and meaningful impact in a fully remote environment. CAQH offers competitive compensation and a comprehensive benefits package for full-time employees, including medical, dental, and vision coverage, a 401(k) with company contributions and matching, paid parental leave, tuition assistance, and generous paid time off. We are committed to investing in our people and supporting professional growth over time.

• Own the full implementation lifecycle from discovery through post-launch sustainment • Develop and manage project plans, timelines, milestones, and risk tracking • Ensure projects meet defined scope, quality standards, and KPIs • Maintain accurate documentation in Smartsheet and other project management systems • Manage multiple concurrent implementations while meeting deadlines • Serve as the primary point of contact for veterinary clinics throughout implementation • Lead project meetings, status updates, and go-live coordination • Provide consistent progress reporting to internal stakeholders • Identify risks early and drive timely resolution • Deliver structured, role-based software training (clinical and administrative teams) • Align system configuration with clinical workflows, revenue processes, and operational best practices • Support go-live readiness and on-site or remote launch activities • Monitor adoption and recommend workflow improvements post-launch • Partner with internal and external stakeholders to scope projects and define milestones • Support integrations, feature launches, and system enhancements • Contribute to standardized implementation playbooks and documentation • Continuously refine processes to improve scalability and client experience

• plan and manage all aspects of Acumatica Cloud ERP implementations • Provide ongoing support & consultation to partners and end-users • conduct root cause analysis on system performance and stability issues • build and maintain relationships with customers and stakeholders • assist partners with project analysis, scope of work creation, and proposal building • support customers by answering application questions and tracking issues