The Role
Title: Senior Project Manager & Process Improvement Specialist
Team: Customer Success
Location: San Diego
Reports To: CCO or their designee
About PracticeTek
Stop scrolling-your dream job might just be here! At PracticeTek, we don’t do ordinary, we do bold ideas, big impact, and endless opportunities to grow. Imagine working with teammates who celebrate your wins, challenge you to think bigger, and cheer you on every step of the way. Imagine building solutions that actually change lives and reshape how healthcare works. That’s the vibe here: high-energy, high-impact, and 100% human. Ready to jump in? Let’s go!
We’re on a mission to revolutionize healthcare practices effortlessly and we live out our brand promise every day: being the Trusted Partner in retail healthcare. PracticeTek is one of the largest retail-healthcare tech providers in North America, offering everything a practitioner would need, from pre-encounter workflows to practice management, analytics, digital intake forms, marketing tools, EHRs, and payment systems, for a whopping 40,000+ clinics worldwide. Over the years, we’ve brought together the best-in-class platforms that serve the Chiropractic, Wellbeing, Vision and Dental providers and their patients; and we are united by one mission, to revolutionize retail healthcare practices effortlessly. Here, you’ll have the flexibility to contribute across multiple brands, each offering a unique path for growth. Whether you’re building products, supporting customers, or driving strategy, your journey with PracticeTek is full of opportunity.
We believe in showing up with consistent care, staying always ahead, keeping our approach market-in, making every experience feel effortless, owning it openly, and striving to do right in every decision. These aren’t just words; they’re how we live, work, and make an impact together.
At PracticeTek, you’ll get to:
Shape the future of healthcare with technology solutions that are always evolving to meet real-world needs.
Team up with passionate, talented people who care deeply about patients, providers, and making a difference.
See your impact firsthand by helping practices deliver care that’s simpler, smarter, and better for everyone.
Grow your career and your skills in an environment that celebrates curiosity, collaboration, and continuous development.
Why You’ll Love It Here
As part of the TekTribe, you’ll enjoy:
Comprehensive health, dental, and vision coverage options
Wellness benefits that support lifestyle, behavioral health, and overall wellbeing
Flexible paid time off, sick time, and 10 company-paid holidays
401(k) plan with company match to help you build your future
Culture Committee driving initiatives that spark connection, fun, and belonging
A workplace powered by innovation, collaboration, and energy every day
What You’ll Do
Here's how you'll help us bring our mission to life and show up as a Trusted Partner:
The Senior Project Manager & Process Improvement Specialist is a senior individual contributor and shared-service partner to the Customer Success leadership team. Reporting to Customer Success Leadership, this role leads high-priority programs and process-improvement initiatives across Onboarding, Customer Success, Support, Customer Success Operations, Reporting, Data and AI, RCM Services, and CT Revenue. The position combines disciplined project leadership with practical process redesign—turning strategic priorities into clear plans, aligned decisions, sustained adoption, and measurable operating results.
Lead complex, cross-functional Customer Success programs from initial charter through implementation, adoption, and benefits realization.
Partner with senior leaders to define business outcomes, scope, success measures, roadmaps, decision rights, owners, dependencies, and resource needs.
Map and improve end-to-end customer and internal workflows, removing bottlenecks, unclear handoffs, avoidable rework, and inconsistent practices across teams and…