Implementation Enablement Specialist

The Implementation Enablement Specialist is responsible for the documentation, standardization, and continuous improvement of the processes used by the Implementation team. This position partners directly with the VP of Implementations to advance department-wide initiatives, support technology build-outs, and maintain consistent operating standards across every stage of the implementation lifecycle. This role designs and maintains workflow automations, owns the standardization of client data to ElevatePFS data values, and develops the reporting that gives implementation leadership visibility into capacity, go-live progress, and delivery quality. The position is internal facing and requires strong prioritization skills, advanced proficiency with Microsoft Outlook, Excel, and SharePoint, experience with monday.com, and familiarity with AI tools such as Microsoft Copilot or Claude. Essential Duties and Responsibilities

• Build, standardize, and maintain SOPs, playbooks, and templates across all service lines and each stage of the implementation lifecycle.
• Define and document cross-team handoffs and go-live readiness standards so that all teams operate from a consistent understanding of the process.
• Maintain a single, current source of truth for implementation processes and reference materials.
• Own the standardization of client data points to ElevatePFS standard data values, and build and maintain the automations that support that mapping.
• Design and maintain workflow automations, including monday.com boards and automations, file routing, and reconciliations, that reduce manual effort for the delivery teams.
• Evaluate repetitive, manual tasks across the department and determine which should be converted into documented, automated processes.
• Design and maintain dashboards and recurring reporting covering pipeline-to-capacity, go-live and transition tracking, and quality and training trends.
• Analyze trends and surface risks or bottlenecks to implementation leadership with clear, decision-ready recommendations.
• Translate delivery team pain points into concrete process, tooling, or automation improvements and coordinate their rollout.
• Develop onboarding materials and internal reference documentation to support the enablement of new implementers.
• Lead recurring reviews of implementation processes to identify and eliminate inefficiencies.
• Prioritize improvement initiatives by business impact and manage them from concept through documented, adopted change.
• Administer the EPIC access agreement process company-wide, from submission through documentation retention, and recommend improvements to that workflow.
• Own the high-level monday.com boards that support department reporting and data analysis.
• Other duties as assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or abilities.

• Bachelor’s degree preferred, or an equivalent combination of education and practical experience.
• Three or more years of experience in process improvement, operations, business or data analysis, or implementation and project support; healthcare revenue cycle management or a related field preferred.
• Demonstrated experience documenting processes and developing SOPs, playbooks, or operating standards.
• Advanced Excel skills, with the ability to build reports and dashboards and translate data into clear, actionable insight.
• Experience with workflow and automation tooling such as monday.com or Power Automate, with a demonstrated record of automating manual work.
• Proficiency with Microsoft Outlook, Excel, and SharePoint; experience using AI tools such as Microsoft Copilot or Claude preferred.
• Experience with data mapping, standardization, and cross-system reconciliation preferred.
• Familiarity with reporting and business intelligence tools such as Power BI, and with light scripting or no-code automation, preferred.
• Excellent written communication skills, with the ability to influence and coordinate across teams without direct authority.
• Highly organized and self-directed, with the ability to manage multiple improvement initiatives simultaneously and exercise independent judgment in setting priorities.
• Remote and Hybrid positions require home internet connections that meet the company’s upload and download speed criteria.

ElevatePFS believes in making a positive impact not only within our industry but also with our employees -the organization’s greatest asset! We take pride in offering comprehensive benefits in a vast array of plans that contribute to the present and future well-being of our employees and their families.

• Medical, Dental & Vision Insurance
• 401K (100% match for the first 3% & 50% match for the next 2%)
• 15 days of PTO
• 7 paid Holidays
• 2 Floating holidays
• 1 Elevate Day (floating holiday)
• Pet Insurance
• Employee referral bonus program
• Teamwork: We believe in teamwork and having fun together
• Career Growth: Gain great experience to promote to higher roles