Job VC
Zendesk Expert Needed for Healthcare Workflow Configuration
We are looking for an experienced
Zendesk Expert / Zendesk Consultant
to help us configure Zendesk properly for our healthcare clients. Now we need a Zendesk specialist who can clarify the client’s operational workflows and configure Zendesk in a clean, scalable, and practical way.
About Project
The goal is to set up Zendesk as a structured ticketing and workflow management system for a healthcare / psychiatry practice.
Zendesk should help the client manage different types of requests, assign tickets to the right team members, improve visibility for team leads, and create a reliable process for tracking open, resolved, and staff-owned tickets.
Our team has already completed integration work between
Spruce, GoHighLevel, and DrChrono
and we need add ZenDesk
Responsibilities
You will work with the client to clarify requirements, recommend the best Zendesk structure, and configure the Zendesk instance properly.
Review the client’s current workflow draft and clarify missing requirements
Recommend the best Zendesk setup for ticket types, groups, roles, ownership, and views
Configure Zendesk ticket fields, forms, categories, statuses, priorities, tags, and custom properties
Set up groups and team structure for Support, NPC, Billing, and other departments
Configure ticket assignment logic, such as round-robin, workload-based assignment, or manual
Set up triggers, automations, macros, views, and SLAs where appropriate
Configure email-to-ticket flow
Help define a clean process for showing Zendesk ticket numbers and ticket links in related systems
Create reporting views for open tickets, resolved tickets, tickets by owner, and team performance
Identify risks, edge cases, and limitations before implementation
Document the final Zendesk configuration and explain it clearly to non-technical staff
Required Experience
Please apply only if you have strong practical experience with Zendesk configuration.
Required skills:
Proven experience as a Zendesk Administrator, Zendesk Consultant, or Zendesk Implementation Specialist
Experience setting up ticket fields, forms, views, groups, triggers, automations, macros, and SLAs
Ability to translate business workflows into a practical Zendesk setup
Experience running requirements clarification or discovery sessions with clients
Good understanding of support operations, ticket ownership, team assignment, and reporting
Strong written and spoken English
Ability to work independently and communicate clearly
Strong Plus
The following experience is highly preferred:
Healthcare, medical practice, or HIPAA-related project experience
Familiar with DrChrono, Spruce Health or GoHighLevel
Experience with REST APIs, webhooks, n8n or Zapier, Make
JavaScript, JSON, or API customization experience
Zendesk certification
Important Notes
Our team already has technical integration experience with Spruce, GoHighLevel, and DrChrono. We are not looking only for a developer. We need someone who can own the Zendesk configuration side, ask the right workflow questions, and help the client make good operational decisions.
You should be comfortable saying, “This process needs clarification,” or “This workflow would be better handled this way in Zendesk” and explain why.