Responsibilities
- Architect and enhance CRM systems using HubSpot to streamline operations for Growth and Customer Success teams, including custom objects, automation, and integrations
- Develop high-volume contracting infrastructure in coordination with the Growth team to handle seasonal demand spikes
- Create and manage a prioritized systems integration roadmap aligned with business goals and team capacity, with standardized documentation
- Implement forecasting tools and dashboards to monitor and manage the sales deal pipeline
- Design end-to-end processes that transition clients from Growth to Customer Success
- Collaborate with Data Science to standardize inputs for deal evaluation and ACO submission workflows
- Support post-sale operations as needed, including reporting, re-contracting, and system management for the Customer Success team
- Develop and maintain territory planning strategies in collaboration with Growth leadership
- Lead the creation of chase lists, incentive programs, and pipeline generation strategies
- Oversee the CRM platform, including data structure, governance, management, and integrations
- Develop and maintain performance reports and dashboards for reps, regions, and executives
- Drive ongoing initiatives to improve data quality and refine data architecture
- Manage the integration layer connecting CRM, contracting, and other internal sales and success systems
- Supervise external vendors on technical projects, including requirements, onboarding, and handoffs
- Own the contracting platform, including workflow design, data mapping, bulk processing, and integrations
- Manage end-to-end contract execution, from negotiation to submission, scaling from 5–10 to over 100 contracts monthly
- Expand CRM and reporting systems to support post-sale functions like health scoring, churn prediction, and activity tracking
- Partner with Customer Success leaders to build reporting tools for practice performance, executive reviews, and ad-hoc requests
- Identify and address gaps in the post-sale technology stack as the Customer Success function evolves
Compensation
$125,000 - $165,000 base salary annually, with eligibility for performance bonus, equity options, and a competitive benefits package. Final offer varies by skills, experience, location, and market conditions.
Work Arrangement
Not specified
Team
Cross-functional role supporting Growth and Customer Success teams with a focus on systems, operations, and scalability
Who We Are
The organization empowers primary care providers, health systems, and physician-led networks in transitioning to value-based care through technology, financial tools, and expert services. Founded in 2020, it is led by healthcare and technology innovators, backed by top-tier investors, and partners with thousands of providers across 44 states to advance sustainable healthcare in the U.S.
Our Values
Collaborate to Innovate: Solutions emerge through teamwork, mutual learning, and diverse perspectives. Trust Through Transparency: Open communication and integrity guide all interactions with employees, patients, clinicians, and partners. Serious Impact, Big Heart: The team drives meaningful change in patient-centered care with passion, positivity, and inclusivity, and is committed to improving lives through equitable, innovative healthcare solutions.
What We Offer
Base salary range of $125,000 - $165,000 per year. Eligible for discretionary performance bonus and equity options. Competitive benefits package available. Final compensation determined by skills, experience, market conditions, and location.
Agency Submissions
The company does not currently engage with contingency search firms. Any unsolicited resume submitted by a third party without a valid, signed agreement becomes company property, and no fee will be paid, regardless of hiring outcome.
The Interview Process
1. Recruiter Screen: Initial conversation to explore background and motivations. 2. Hiring Manager Interview: In-depth discussion with potential manager. 3. Panel Interview: Meetings with team and cross-functional colleagues. 4. Case Assignment/Presentation: Practical exercise solving a real-world challenge. 5. Executive Interview: Final discussions with senior leaders.
