CMS Integration Specialist

This is a fully remote position, open to applicants in Connecticut, +5 more states.

📋 Description

• Oversee the entire lifecycle of CMS integrations, starting from initial demonstrations to activation, go-live, and follow-up after going live.

• Act as the main point of contact for law firms throughout and following the MoveDocs integration process.

• Collaborate with Business Development Executives on outreach efforts, demonstrations, and integration commitments.

• Achieve monthly integration goals and foster customer satisfaction as measured by the voice-of-customer program.

• Facilitate training sessions for firms to encourage platform adoption and effective utilization.

• Keep track of integration health and proactively reconnect with firms where usage has decreased.

• Address basic integration issues and appropriately escalate technical concerns as needed.

• Work with Product and Engineering teams on enhancements and feedback processes.

• Monitor integration metrics, impacts on appointment volumes, and trends in platform utilization.

• Maintain comprehensive documentation of integration workflows and best practices.

• Support the onboarding and training of new team members.

⛳️ Requirements

• A High School Diploma or GED is required.

• A minimum of 3 years of experience in legal technology, SaaS onboarding, customer success, or the personal injury industry is preferred.

• Familiarity with Case Management Systems (such as Litify, Filevine, SmartAdvocate, etc.) is preferred.

• Project management experience will be advantageous, along with strong organizational skills.

• Proficient and comfortable leading virtual demonstrations and client-facing calls.

• Ability to convert technical concepts into applicable workflow benefits.

• Outstanding communication and relationship-building abilities.

• Strong problem-solving mindset and capability to work across different functions.

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• Life insurance plans

• 401(k) with company match

• Paid time off

• Competitive compensation