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Barti

Cloud-based optometry EHR and practice management

Implementation Manager

Implementation & Technical Account ManagementPosted on Nov 9
Full-timeRemote in USA

About the Job

Requirements

  • At least 3 years of experience in a customer-facing technical role, such as Customer Success Manager, Implementation, Professional Services, Technical Account Management, or Project Management.
  • Strong verbal and written communication skills and the ability to simplify complex topics.
  • Strong organizational and project management skills, with the ability to manage multiple projects simultaneously.
  • A self-driven and proactive mindset, with adaptability, responsibility, and resilience.
  • Experience with CRM or project management tools such as Salesforce, Asana, Jira, or HubSpot.

Responsibilities

  • Manage a structured onboarding process and own new customers’ initial experience as their primary point of contact.
  • Set clear expectations, define success plans, and manage multiple concurrent implementation projects to ensure timely completion aligned with customer goals.
  • Develop deep expertise in the Barti platform and guide customers through technical setup, system configuration, and data migration.
  • Conduct comprehensive training sessions remotely and occasionally in person to promote self-service and drive initial product adoption.
  • Contribute to process development and improvement, identifying opportunities to enhance onboarding and operational efficiency.
  • Anticipate customer needs, mitigate project risks through clear communication, and act as the primary internal champion for the post-sale customer experience.

Desired Qualifications

  • Prior optician, office manager, or technician experience in an eye care setting.
  • 1–2 years of experience in a SaaS environment.
  • Experience working in a startup or fast-paced environment.
  • A proven track record of handling difficult customer situations or implementation escalations.
  • Willingness to travel as needed to provide in-person support for events, customers, and partners.

About the Company

Barti

Cloud-based optometry EHR and practice management

Barti provides a cloud-based, all-in-one practice management platform for eye care, combining EHR, patient scheduling, a VoIP phone system, data extraction from IDs and insurance cards, optical ordering, and revenue cycle management, plus website services, all under a single subscription. Its AI Scribe listens to doctor-patient conversations and creates real-time, structured clinical notes, while the AI Smart Scan pulls data from ID and insurance cards. The platform is built specifically for optometry, delivering deep integration of administrative tools and an end-to-end workflow with an option for website services, backed by seed funding and the AOAExcel endorsement. The goal is to reduce administrative tasks so clinicians can spend more time with patients and lower operating costs for practices.

Company size
51-200
Company stage
Series A
Total funding
$12M
Headquarters
San Francisco, CA
Founded
2021

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