Teams at Privia Health

Manages a portfolio of physician-practice clients in the Texas market, coordinating compliance, issue resolution, communications, digital-front-door initiatives, EMR support, reporting, CRM accuracy, and project planning. Acts as a liaison between clients and internal teams, provides account updates, supports group purchasing participation, and contributes to operational improvement. The role requires healthcare workflow knowledge, strong client service, technical project coordination, and compliance with HIPAA.

Generates qualified leads through targeted outbound calls, prospect research, market analysis, customer segmentation, and appointment setting. Supports sales directors with follow-up, opportunity management, and lead generation across healthcare business lines. Maintains sales activity and deal records in Salesforce, collaborates with Sales and Marketing, and shares best practices. The role follows a hybrid schedule with in-office work Tuesday through Thursday and remote work Mondays and Fridays.

Leads accounting operations, financial close, technical accounting, SEC reporting support, SOX 404 controls, audits, treasury activities, ERP transformation, process automation, and remote accounting team development. Requires CPA certification, extensive public accounting and public company experience, and expertise in U.S. GAAP, internal controls, audit readiness, and enterprise finance systems.