Teams at PerfectServe

Manage end-to-end implementations of PerfectServe clinical communication and scheduling software for ambulatory and enterprise healthcare clients. Lead planning, staffing, execution, budget and risk control, stakeholder communication, status reporting, and transition to account management to ensure on-time, on-budget, high-quality deployments.

Own the lifecycle from marketing-accepted lead to demo request by designing and running nurture and ABM programs. Build segmentation, scoring, email deliverability, and multi-channel account plays; coordinate with sales, revenue operations, and content. Measure MAL-to-demo conversion, optimize funnels, and use intent data and AI agents to scale execution and improve conversion.

Manage rolling forecast and annual operating plan, produce monthly/quarterly financial packages and SaaS KPI reporting, own ARR tracking and variance analysis, automate reporting, partner with functional leaders on headcount/quota modeling, and support strategic modeling, M&A diligence, and ASC 606 revenue reporting.