The Role
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.
Summary Generated by Built In
What is PerfectServe?
PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company was founded in 1997 and has grown steadily since then, with a notable jump after several major acquisitions were announced in 2019. PerfectServe now has 400+ employees, 30,000+ customers — spanning medical practices, hospitals, and health systems — and $100 million+ in annual revenue.
PerfectServe’s mission is to accelerate speed to care by optimizing provider schedules and routing communications — including messages, pages, calls, and alerts — to the right place at the right time in any care setting. By facilitating real-time information sharing, building better schedules, and automating important clinical workflows, we believe we can help our customers advance patient care and improve the well-being of their clinicians.
Leading analyst firms like Gartner® and KLAS Research have consistently validated our approach:
PerfectServe’s mission is to accelerate speed to care by optimizing provider schedules and routing communications — including messages, pages, calls, and alerts — to the right place at the right time in any care setting. By facilitating real-time information sharing, building better schedules, and automating important clinical workflows, we believe we can help our customers advance patient care and improve the well-being of their clinicians.
Leading analyst firms like Gartner® and KLAS Research have consistently validated our approach:
- In 2026, PerfectServe was named highest in execution and furthest in vision in the Gartner Magic Quadrant™ for Clinical Communication and Collaboration — the clear segment leader.
- PerfectServe also received two Best in KLAS awards in 2026 — one for physician scheduling and another for ambulatory clinical communications. That makes for 11 Best in KLAS awards over the past 9 years.
At PerfectServe, you'll have a unique opportunity to join a collaborative team with decades of experience that finds new ways to delight our customers every day. This involves consistent efforts to stay on the cutting edge of product development, which includes everything from implementing AI in new and existing solutions to brainstorming with customers about novel workflows. But you don't have to be in product to make in impact — everybody at PerfectServe contributes to important work that moves the business forward.
If you're looking for a well-established, tech-forward company full of smart people doing meaningful work, you've found the right place!
If you're looking for a well-established, tech-forward company full of smart people doing meaningful work, you've found the right place!
At PerfectServe, we believe better communication drives better healthcare. Every interaction across the care continuum — between clinicians, patients, operational teams, and support staff — depends on timely, intelligent coordination. Our mission is to simplify that complexity through technology that helps healthcare organizations communicate more effectively, operate more efficiently, and deliver better experiences across the continuum of care.
PerfectServe partners with health systems, physician practices, and healthcare organizations across the country to improve clinical communication, scheduling, patient engagement, and operational workflows. We are recognized as a leader in healthcare communication and collaboration because we combine innovation, operational rigor, and deep healthcare expertise with a relentless focus on customer experience.
As we continue to scale, we are looking for a Lifecycle & ABM Manager who owns one of the most important transitions in our funnel: turning an interested lead into a requested demo.
The Opportunity
This role owns the conversion of a marketing-accepted lead into a requested demo. Reporting to the Director of Performance Marketing, you will own lifecycle nurture that moves leads forward at scale through email and account-based marketing that concentrates effort on the accounts that matter most.
The right person is a builder of journeys, who thinks in funnels and cohorts. You can design a nurture sequence that earns a demo, and you can orchestrate a coordinated play against a named health system in lockstep with sales. You care about the handoff and understand that a marketing-accepted lead and a demo request mean the same thing to marketing and sales, and that no lead stalls in the gap between them.
You own the strategy and the targeting. The data foundation beneath you (enrichment, hygiene, and attribution infrastructure) is a shared service with revenue operations, and you have a lens for creating AI agents to carry the execution volume so you can focus on judgment and outcomes. You frame your work around the result, not the tactic: every nurture track and every account play exists to move someone closer to a conversation.
You understand that healthcare buyers move at different speeds. A physician practice may decide in days, a health system over many months, and you design programs that respect both.
What You’ll Own
Lifecycle & Nurture (MAL Demo Requested)
- Own the lead lifecycle from marketing-accepted lead through demo requested, across both the high-velocity and the enterprise motions.
- Design and run nurture programs and journeys by segment and stage that move leads toward a demo, partnering with content and product marketing for the assets.
- Own segmentation, send strategy, and sequencing across email and lifecycle channels.
- Manage email deliverability, sending reputation, and list health, in partnership with revenue operations on the underlying data.
- Define and maintain lead scoring and stage definitions with revenue operations and sales, so MAL and Demo Requested mean the same thing to everyone.
- Re-engage dormant and not-yet-ready leads rather than letting them go cold.
- Own ABM programs against named target accounts, concentrated on the enterprise and acute motion.
- Build and run coordinated, multi-channel account plays — email, web personalization (with the website owner), paid (with the agency), and sales outreach — that move accounts toward a demo.
- Partner with the segment demand-generation owners, who set the target accounts and the messaging; you own the orchestration and the plays.
- Coordinate closely with SDRs and AEs so marketing and sales plays are sequenced, not duplicated.
- Operationalize intent and engagement signals (for example, from 6sense) into timely plays, using the enriched data revenue operations provides rather than owning the enrichment itself.
- Measure at the account level: engagement, pipeline influenced, and demos generated.
Conversion & Pipeline Performance
- Own the MAL-to-Demo-Requested conversion rate as the role’s primary metric.
- Partner with the Website Experience & Conversion Manager on the landing pages and forms your programs drive to, so the journey stays continuous from email to page to conversion.
- Find and remove friction in the path from first marketing touch to demo request.
- Continuously test subject lines, offers, sequences, and play design, and act on what the data shows.
How You’ll Work
- Work alongside marketing AI agents for nurture build, ABM orchestration, and QA, owning the judgment, the targeting, and the outcomes.
- Partner with revenue operations on scoring, routing, data, and attribution infrastructure.
- Collaborate with the segment demand-generation owners, content, product marketing, the website owner, sales, and commercial leadership.
- Support the distinct buying motions of health systems, physician practices, and post-acute organizations.
- Contribute to a culture of continuous improvement, operational excellence, and thoughtful execution.
What We’re Looking For
- 3–5 years of experience in lifecycle or email marketing, demand generation, ABM, or marketing automation, in a B2B environment.
- Hands-on experience with a marketing automation platform such as Pardot, HubSpot, or Marketo, building journeys, segmentation, and scoring.
- Demonstrated experience designing nurture programs that move leads through a funnel to a clear conversion, such as a demo or meeting.
- Experience running ABM programs and coordinating with sales on named accounts.
- Familiarity with intent data and ABM platforms such as 6sense or comparable systems, as a user, with revenue operations owning the data foundation.
- Comfort with CRM (Salesforce) and a clear understanding of how leads and accounts flow between marketing and sales.
- Strong analytical skills: funnel and conversion analysis, segment and cohort performance, email and account-level metrics.
- Working knowledge of email deliverability fundamentals.
- A clear communicator who can align marketing and sales on shared definitions and coordinated plays.
- Outcome-oriented; comfortable owning a number and reporting against it.
- Comfort working alongside AI tools and agents to accelerate output and quality.
Nice to Have
- Experience marketing into healthcare organizations or regulated industries, and familiarity with HIPAA considerations and healthcare buyer journeys.
- Experience across both high-velocity, transactional motions and enterprise, long-cycle motions.
- Experience designing or refining lead scoring models.
- Understanding of data governance and privacy requirements across the US, Canada, or Europe.
- SQL or comfort with data tools for segmentation and analysis.
Why Join PerfectServe?
At PerfectServe, we are transforming healthcare communication and collaboration to help clinicians deliver better care. You’ll work with a dedicated and mission-driven team in an environment that values growth, transparency, and innovation.
We offer a salary range of $75,000 to $100,000 USD per year, with compensation tailored to your background, strengths, and potential to grow within the team. The salary range listed for this role reflects our commitment to pay transparency and is based on market data, internal equity, and the scope of responsibilities. compensation will be determined by a combination of factors, including the candidate’s experience, skills, and the specific team or product area they support. We regularly review compensation across the company to ensure fairness and consistency. If you are a current employee and have questions about how your compensation aligns with our ranges, we encourage you to speak with your manager or People Operations.
Benefits:
- Remote first work environment
- Health, Dental, Vision, Life and Disability Insurance options available day one.
- 401K - with match and immediately vested.
- 17 company holidays, 2 floating holidays plus competitive paid time off policy
- Internal Advancement Opportunities
PerfectServe offers unified healthcare communication solutions to help physicians, nurses, and care team members provide exceptional patient care. PerfectServe’s cloud-based solutions enhance patient safety and reduce provider burnout by automating workflows, speeding time to treatment, optimizing shift schedules, empowering nurse mobility, and engaging patients in their own care.
Skills Required
- 3-5 years experience in lifecycle or email marketing, demand generation, ABM, or marketing automation in a B2B environment.
- Hands-on experience with a marketing automation platform (Pardot, HubSpot, or Marketo).
- Demonstrated experience designing nurture programs that drive clear conversions (demos/meetings).
- Experience running ABM programs and coordinating with sales on named accounts.
- Familiarity with intent data and ABM platforms (e.g., 6sense) as a user.
- Comfort with CRM (Salesforce) and understanding lead/account flows between marketing and sales.
- Strong analytical skills: funnel and conversion analysis, segment/cohort performance, email and account-level metrics.
- Working knowledge of email deliverability fundamentals and list health management.
- Clear communicator who can align marketing and sales on definitions and coordinated plays.
- Outcome-oriented; comfortable owning and reporting against a conversion metric (MAL-to-demo).
- Comfort working alongside AI tools and agents to accelerate execution and QA.
- Experience marketing into healthcare or regulated industries, familiarity with HIPAA considerations.
- Experience across both high-velocity transactional and enterprise long-cycle motions.
- Experience designing or refining lead scoring models.
- Understanding of data governance and privacy requirements across US, Canada, or Europe.
- SQL or comfort with data tools for segmentation and analysis.
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The Company
What We Do
PerfectServe accelerates speed to care by optimizing provider schedules, streamlining clinical communication, and engaging patients and their families in the care experience. Our cloud-based software simplifies complex clinical workflows and schedules with secure and timely communication by dynamically routing messages to the right person at the right time. We drive more efficient care collaboration in all settings to improve patient outcomes and bring joy back to caregivers. PerfectServe has more than 20 years of experience and is a trusted partner to more than 500 hospitals and 30,000 medical practices. See our open positions at perfectserve.com/careers.
