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Manage a portfolio of small-to-mid healthcare accounts to drive retention, adoption, upsell, and renewals using AI-driven, low-touch campaigns and CRM/campaign tools. Monitor health metrics, respond to inquiries, identify growth opportunities, and report on retention and expansion KPIs.

This role involves managing the full-cycle sales process, conducting product demos, building a robust sales pipeline, and collaborating with internal teams to enhance client relationships and support growth efforts.

Manage simultaneous onboarding projects for physician-owned primary care practices using Elation's cloud clinical platform. Build relationships with customers and Sales, coordinate cross-functional teams, set milestones, use data to drive scalable engagement, and ensure successful platform adoption. Participate in occasional on-call weekend support and identify process improvements to improve customer outcomes.

The role involves leading a team of Enterprise Account Managers, managing strategic enterprise accounts, driving net revenue retention and expansion, and building scalable processes in a healthcare SaaS environment.

Serve as a senior accountant owning month-end close for cash, AP, accruals and prepaids, drive automation of close workflows using NetSuite and AI agents, partner with FP&A and cross-functional teams, coordinate audits and tax compliance, and maintain internal controls to support accurate, timely financial reporting.

Lead and scale the company operating model, drive annual planning and monthly/quarterly forecasts, prepare board reporting, partner with accounting and senior leaders on financial models, and perform ad-hoc financial analysis to inform strategic decisions.

The role involves leading product demonstrations, cultivating sales pipelines, and leveraging healthcare expertise in pre-sales, while communicating value via ROI storytelling.

Serve as the revenue cycle management (RCM) subject-matter expert in the sales process: lead RCM-focused demos, conduct discovery with billing teams, map workflows to Elation's AI billing and practice management solutions, support existing customers, and partner with Sales, Customer Success, and Product to identify product opportunities and enablement needs.

The Technical Solutions Engineer at Elation enhances customer experience by technical mentoring, integration support, and leveraging AI for efficiency in healthcare services.