• Own end-to-end implementation delivery for assigned clients, from kick-off through go-live and hypercare • Lead technical integration workstreams including EHR connectivity, HL7/FHIR data exchange, and workflow configuration via Steer Studio and Mirth Connect • Maintain detailed project plans, risk logs, and status reports; proactively surface and resolve blockers • Serve as the primary point of contact for client stakeholders (IT, clinical operations, C-suite) throughout the implementation lifecycle • Coordinate cross-functionally with Engineering, Product, and Customer Success to ensure seamless handoffs and issue resolution • Manage 10+ concurrent implementations without letting quality slip • Contribute to and maintain implementation playbooks, onboarding templates, and lessons-learned documentation • Participate in weekly operating cadences with clear metrics, accountability, and issue resolution • Track and report key implementation KPIs — time-to-go-live, adoption rates, integration success rates — to leadership weekly • Travel to customer sites as needed to lead implementation workshops, executive stakeholder meetings, end-user training, and go-live support activities • Serve as Steer's onsite implementation lead during key project milestones and customer launches • Build trusted relationships with client stakeholders through both virtual and in-person engagement.

• Own end-to-end ERP implementations for Burkland clients, including chart of accounts design, module configuration, workflow automation, and user acceptance testing. Document implementation decisions and maintain project trackers throughout each engagement. • Evaluate existing ERP environments and identify gaps, inefficiencies, or misconfigurations. Recommend and execute improvements to reporting structures, dashboards, and custom workflows to align the system with each client's business model. Deliver training sessions, create user documentation, and proactively surface system improvements that align with client growth milestones • Support the monthly close process within client ERP systems including journal entries, reconciliations, revenue recognition (ASC 606), and financial reporting. Ensure the system accurately reflects the client's accounting policies and audit requirements. • Manage data migrations from legacy systems (QuickBooks, Xero, spreadsheets) into modern ERP platforms. Collaborate with tech and product teams to scope and oversee third-party integrations (Stripe, Brex, Ramp, Salesforce, etc.) using native automation tools or iPaaS solutions. • Identify opportunities to streamline financial workflows through automation and cross-functional collaboration. Stay current with platform releases, best practices, and the evolving startup finance tech stack.

• Lead the timely and successful onboarding execution according to customer needs • Manage day-to-day communication and collaboration with customers and internal teams • Partner with Customers to understand their business issues • Perform Broker and Diversion plan implementations to fit customer needs • Manage and update internal workflows to track customer activities

Role Description We’re hiring an Implementation & Training Specialist to lead customer onboarding, site activation, and clinician training across our expanding network of healthcare partners. Reporting to the VP of Customer Success, you’ll play a key role in ensuring a seamless and successful customer launch experience, from initial setup and workflow planning to live training and early adoption support. This is a high-impact, customer-facing role ideal for someone with a background in physical therapy, occupational therapy, healthcare operations, or healthcare technology who enjoys teaching, problem-solving, and collaborating closely with clinical teams. You’ll serve as the hands-on connection between our technology and its real-world use, helping providers and staff feel confident, supported, and ready to integrate Exer into their care delivery. This role is part of the Customer Success team and is responsible for executing customer onboarding and implementation activities in alignment with Customer Success priorities, timelines, and operational processes. We operate as a highly collaborative, team-first organization with a strong culture of shared ownership, cross-functional partnership, and customer coverage. Success in this role requires: - Proactive communication - Comfort with frequent handoffs and coordination across teams - A willingness to step in wherever needed to support both customers and teammates This is a highly hands-on, execution-focused role requiring strong organization, responsiveness, operational follow-through, and the ability to manage multiple moving priorities in a fast-paced startup environment. This position is remote (Central or East Coast preferred) and includes travel up to 30-40% for onsite trainings, implementations, pilot activations, and workflow optimization sessions. Actual travel may vary depending on your location and could be significantly reduced if you're based near major customer sites. Qualifications - 3–5+ years of experience in Implementation, Customer Success, or Clinical Training, ideally in a healthcare or digital health environment. - Background in a clinical or patient-care setting (e.g., Physical Therapy, Occupational Therapy, Athletic Training, or related healthcare field). - Demonstrated ability to manage multiple implementations simultaneously while maintaining high responsiveness, visibility, and operational follow-through. - Highly organized professional who proactively communicates priorities, risks, and status updates across internal and customer teams. - Excellent communication and presentation skills; comfortable leading both small and large group trainings. - Strong operational and organizational skills with a bias toward follow-through and attention to detail. - Self-starter who thrives in a fast-paced, startup environment, balancing structure with adaptability. - Comfort operating in evolving environments where priorities may shift quickly and proactive communication is essential. - Willingness to travel up to 30-40% for onsite trainings, pilot activations, and workflow optimization visits. Requirements - Coordinate with Sales and the Customer Success team to align on scope and site expectations prior to kickoff. - Collaborate closely with internal teams through Customer Success to help resolve implementation issues and streamline workflows. - Surface customer feedback and implementation insights to internal teams to support continuous product and workflow improvements. Benefits - Gym and studio memberships: We’ll pay for your gym or studio membership or for your virtual classes and also offer lots of other fun opportunities to test different things out. - Open Vacation Policy: You can take the time you need when you need it. - Paid Parental Leave: Fully paid time off for 12 weeks. - Medical, Dental, and Vision Insurance: Comprehensive health care for employees, with 100% of premiums paid by Exer.