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Own strategic relationships, retention, and commercial growth for Elation’s highest-value SaaS customers. Develop account plans, manage executive relationships, lead business reviews, identify expansion opportunities, and coordinate cross-functional responses to customer needs. Track account health, usage, risks, and expansion pipeline while advising healthcare organizations on care delivery and business goals. Partner with Sales, Product, Services, Engineering, and leadership to improve enterprise customer engagement and growth.

Support full-cycle recruiting from job posting through offers, including sourcing, screening, interview coordination, candidate communication, ATS maintenance, and recruiting metrics. Partner with hiring managers and senior recruiters to define candidate profiles, improve candidate experience, evaluate AI recruiting tools, and contribute to HR programs, retention strategies, and team development.

Leads Elation’s product design strategy, organization, and standards for AI-native healthcare technology. Builds and develops a high-performing design team, establishes scalable design systems and research practices, partners with Product and Engineering leadership, and improves product quality, usability, accessibility, and coherence for clinicians and primary care practices.

Leads the end-to-end customer support organization, owning service-level performance, case resolution, quality assurance, workforce planning, tooling, and operational scalability. Builds technically skilled support teams, career ladders, training systems, and high-performance culture. Partners with Product and Engineering to turn support insights into roadmap improvements and reduce future case volume. Establishes data-driven processes, dashboards, AI-assisted resolution oversight, and strategic operating models for a growing SaaS healthcare platform.

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 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.

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.

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.

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.

Own and grow a portfolio of mid-market and enterprise healthcare customers as a strategic advisor. Drive account planning, executive engagement, renewals, expansion, product adoption, and risk mitigation. Lead EBRs, deliver ROI narratives, execute upsell/cross-sell opportunities, and coordinate cross-functional teams to ensure customer success and retention.