Provider Success Manager

As a Provider Success Manager at Regard, you will own the education process and provider relationship throughout the contract period for assigned client organizations. You will collaborate closely with the Customer Experience team and will be responsible for scheduling education, shadow, and debrief sessions; building relationships with individual clinicians; identifying and escalating barriers to adoption; and recommending opportunities to improve onboarding, clinician communication, and user feedback processes.

In addition to client-facing responsibilities, this role actively contributes to improving how the Provider Success team operates by identifying inefficiencies, piloting new approaches, and owning or supporting internal process improvement initiatives that scale education quality and clinician adoption.

This role will report to the Director of Provider Success and will work closely with members of the Customer Experience, Sales, Marketing, Product, and Engineering teams to ensure an outstanding experience with Regard.

We are seeking candidates based in a major metropolitan area in the Pacific or Mountain Time Zones and within a one-hour drive of a major airport. Please note that this role requires 75% travel.

About Regard

Our mission is to bring world-class healthcare to everyone. Regard is an AI-powered Proactive Documentation platform that advances how care is delivered by reviewing all patient data in the EHR to recommend diagnoses and surface clinical evidence. Regard drafts a note even before the physician sees the patient, enabling an approach that gets  documentation right at the point of care - we call it Proactive Documentation. This improves quality of care, reduces physician burden, and improves hospital finances. We are excited by challenges, mission-oriented work, and meaningful relationships. We work closely with some of the top health systems in the country and are leading the change that healthcare - one of the largest and most inefficient industries in the world - needs. We want you to join us.

• The primary responsibility of the Provider Success Manager is to plan, manage, and oversee the entire user education strategy for the client, including ensuring deadlines are met, adjusting education techniques based on need, monitoring trainer progress to ensure training assignments are completed, and reporting progress to client project team and leadership.

• User Acceptance Testing (UAT) phase: Work with client leadership to identify ideal User Acceptance Testers who will first go live on the tool and provide feedback, schedule education/shadow and debrief sessions, complete and post daily recap of each session including observations, issues, feedback and support plan. Monitor utilization and prompt use as needed. Communicate status/resolution of feedback submitted.

• Roll-out/Expansion Phase: Obtain names and schedules of all providers who will be using Regard. Schedule education, shadow, and debrief sessions. Complete and post daily recap of each session including observations, issues, feedback, and support plan. Monitor utilization and prompt use as needed. Communicate status/resolution of feedback submitted. Email product updates as they are released

• Maintenance: Conduct on-site check-in or refresher sessions quarterly for clients with less than 80% adoption and twice per year for clients with greater than 80% adoption. Complete and post on-site recaps. Monitor utilization and prompt use as needed. Quarterly visits to each site, status/resolution of feedback submitted. Email product updates as they are released.

• Operational Innovation: Identify and address gaps or inefficiencies in provider education, onboarding, and adoption workflows. Own or support internal process improvement initiatives that evolve the Provider Success operating model. Partner cross-functionally to test and refine training methods, tools, and feedback loops. Use adoption data and feedback to recommend improvements to training strategy and team processes.

• 4+ years of experience in healthcare, software application end user education, or related field
• Demonstrated operational proficiency with either Epic or Cerner EHR platforms
• Experience working with physicians or in a hospital setting
• Able to confidently interface with physicians
• Experience contributing to or leading process improvement initiatives in a fast-growing or evolving organization
• Must be within an hour driving distance from a major airport in the Pacific or Mountain Time Zones and able to travel 75% of the time

• Familiarity with adult learners, in-person and virtual training
• Experience as an EHR (Epic or Cerner) Principal or Credentialed Trainer
• Exceptional organizational skills and project management experience

• Eligible for equity
• 99% employer paid health benefits (Medical, Dental, and Vision) + One Medical subscription
• 18 PTO days/yr + 1 week holiday break
• Annual $750 learning & development stipend
• Company-sponsored team retreat + social events
• A sabbatical program

Our goal at Regard is to provide and maintain a work environment that fosters mutual respect, professionalism and cooperation. Regard is proud to be an equal opportunity employer that does not discriminate on the basis of actual or perceived race, creed, color, religion, national origin, ancestry, alienage or citizenship status, age, disability or handicap, sex, gender identity, marital status, familial status, veteran status, sexual orientation or any other characteristic protected by applicable federal, state or local laws. We celebrate diversity and are proud of our supportive, inclusive workplace.

All candidates must successfully complete a background check as part of the hiring process.