• Lead end-to-end client onboarding for new RCM platform deployments, from kickoff through go-live and early stabilization • Develop and maintain implementation project plans, timelines, and milestone trackers • Configure client accounts, workflow settings, and system preferences based on practice type and specialty • Conduct training sessions (virtual and on-site) for clinical and administrative staff on RCM platform features and billing workflows • Serve as the primary client contact during implementation, managing expectations and escalating issues as needed • Coordinate with internal teams (product, support, coding, credentialing) to resolve client-specific setup requirements • Assist clients in mapping existing workflows to platform capabilities • Maintain accurate project documentation, meeting notes, and client-facing resources in project management and CRM tools • Contribute to the development of onboarding templates, training guides, and SOPs • Track implementation metrics and flag risks or timeline delays to management proactively • Assist RCM consulting team with gathering data requests and creating deliverables for data assessments

Role Description Se você tem vontade de crescer e aprender sempre, e tem paixão em impactar pessoas através de suas análises, esse pode ser o seu lugar! Seu papel será: - Responsável por atender clientes em início de jornada no universo Select, com renda de R$7.000,00 a R$15.000,00 ou investimento de R$100.000,00 a R$300.000,00, garantindo uma experiência digital premium com foco em conveniência, eficiência e proximidade humana no ambiente remoto. - Atuação de até 1500 clientes. Principais Responsabilidades: - Atender e engajar clientes 100% digital (chat/vídeo/app); - Atualizar clientes no portfólio Select, apresentando benefícios e diferenciais do segmento; - Realizar vendas consultivas de produtos no crédito, investimentos e seguros de baixa complexidade; - Coletar e atualizar dados; - Resolver demandas remotamente; - Manter familiaridade com soluções digitais com foco no ecossistema Santander; Qualifications - Conhecimento avançado de experiência do cliente; - Experiência em vendas e proficiência em utilização de ferramentas digitais; - CPA 10 (obrigatório); - Experiência aplicável em atendimento remoto; - Domínio de canais de atendimento digital, jornada do cliente e produtos financeiros; Benefits - Remuneração Variável (PLR + RV); - Assistência Médica e Odontológica; - Auxílio Alimentação e Refeição; - Previdência Complementar; - Seguro de Vida; - Auxílio Creche/Babá; - Gympass ou Totalpass; - Vale Transporte; - Programa Nascer; - Be Healthy - Programa que incentiva todos a terem hábitos mais saudáveis; - PAPE - Programa de apoio pessoal especializado.

• Applies detailed knowledge of Veradigm products and solutions — specifically FMH, VEHR, and VPM — to implement software at client sites across multiple domains and specialty areas. • Independently performs all project workplan tasks for assigned role(s), in accordance with contracted project scope, across cross-product implementations. • Provides workflow consultation and guidance in line with Veradigm methodology, tailored to each product's clinical and operational context. • Identifies, resolves, and/or appropriately escalates system and workflow issues that arise throughout implementation, exercising independent judgment across product lines.

• Deliver expert training and support in English and French to new and existing customers on our Dealer Management Software. • Conduct virtual training sessions to guide customers through the software implementation process. • Provide onsite training for new software installations in person. • Develop a thorough understanding of PBS software and related training processes. • Maintain positive, solutions-focused relationships to ensure customer needs are met or exceeded. • Respond promptly to internal and external training requests. • Write up tickets that arise and escalate issues to the corresponding teams. • Share knowledge across silos and contribute to team learning and development.