Key Responsibilities:
Provider Engagement & Technical Integration
• Act as a strategic consultant to the Business Relations Team, providing expert guidance on provider onboarding, data connections, and workflow alignment with health information exchange (HIE) systems.
• Support healthcare providers throughout the full lifecycle of onboarding—from initial outreach through integration, testing, training, and go-live support.
• Communicate technical concepts and requirements clearly to clinical and administrative stakeholders to ensure successful implementation and adoption.
• Serve as a liaison between providers, internal teams, and technical vendors to troubleshoot issues and ensure data is transmitted accurately and securely.
• Contribute to the development of training materials, job aids, and user guides that improve provider understanding and confidence in HIE processes.
CRM Platform Optimization & Data Management
• Work with the Business Relations Team to optimize use of the organization's CRM platform, ensuring accurate tracking of provider status, engagement activity, training, and connection milestones.
• Configure and enhance CRM fields, workflows, and dashboards to support operational efficiency and data visibility.
• Lead or support data quality initiatives, including routine audits, updates, and deduplication efforts within the CRM system.
• Establish and maintain best practices for administrative data capture and documentation related to provider engagement activities.
• Collaborate with leadership to develop reports, performance metrics, and data insights that inform strategy and decision-making.
| Skills | Required | Minimum Experience | Candidate Experience |
| Health IT, provider relations, or healthcare system implementation | Required | 5 | Years |
| Strong knowledge of health information exchange (HIE), EHR/EMR systems, and interoperability standards (e.g., HL7, FHIR). | Required | 5 | Years |
| Experience supporting CRM platform usage and optimization (e.g., Salesforce, HubSpot, Zoho, Microsoft Dynamics). | Required | 5 | Years |
| Strong organizational and analytical skills, with a high level of attention to detail | Required | 5 | Years |
| Proven ability to manage multiple projects and priorities in a dynamic, service-oriented environment. | Required | 3 | Years |
| Questions | Questions | Answers |
| Question 1 | Absences greater than two weeks MUST be approved by CAI management in advance, and contact information must be provided to CAI so that the resource can be reached during his or her absence. The Client has the right to dismiss the resource if he or she does not return to work by the agreed upon date. Do you agree to this requirement? | |
| Question 2 | All work must be completed on-site. Do you agree to this requirement? | |
| Question 3 | Your candidate must be able to attend an in-person interview. Do you agree to this requirement? | |
| Question 4 | What is your candidate's email address? | |
| Question 5 | How soon can your candidate start if selected for this opportunity? | |
| Question 6 | Please provide candidate's current location (City and state), NOT a Yes or No response. |