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Lead Crexi's corporate IT and security strategy, manage IT infrastructure and SaaS platforms, build and mentor the IT team, oversee vendor and budget management, drive IT governance and SOC 2 compliance, and own corporate security operations including endpoint protection, identity management, MSSP, and security awareness programs.

Lead and support day-to-day invoicing operations, mentor teammates, manage workload priorities, track KPIs, coordinate small projects, ensure invoice accuracy and GAAP-compliant revenue recognition, and liaise with Sales, Client Operations, and Finance.

Lead planning, execution, and delivery of web application projects. Coordinate cross-functional teams, manage schedules/budgets, mitigate risks, report status to stakeholders, and run post-project reviews to drive continuous improvement.

The role involves managing multiple engineering teams, translating strategies into actionable plans, and ensuring team collaboration to deliver technical projects successfully.

Lead technical direction and architecture across telehealth, EHR, patient and clinician systems. Be a hands-on principal engineer writing production code, set engineering standards, mentor and direct offshore teams, own reliability and security (HIPAA/compliance), drive AI adoption, hire and build the onshore engineering org, and partner with the CEO to translate business and clinical needs into technical plans.

Prospect, build, and manage a sales pipeline for healthcare and legal customers; close new business, onboard and train new accounts, nurture stakeholder relationships, drive upsells/renewals, handle escalations, and collaborate cross-functionally to improve customer success and adoption.

Manage day-to-day accounting operations, oversee month-end and year-end close processes, ensure compliance with GAAP, and assist in forecasting and budgeting.

Prospect and sell logistics services (FTL, Intermodal) through cold outreach and meetings, manage and grow client relationships, guide customers through integrations, contracts and onboarding, and continuously refine sales skills while sharing product feedback with internal teams.

Own strategic customer relationships post-sale including implementations, product adoption, renewals, pricing negotiations, expansion, executive engagement, and cross-functional issue resolution while building scalable post-sales playbooks.

Lead corporate accounting functions including month-end close, payroll, tax filings, regulatory compliance and audit support. Support fundraising, compensation, and budgeting decisions. Build reporting frameworks, manage bank and HR vendor relationships, and translate proprietary claims/payments system output into traditional audit-ready reports. Work on modern accounting platforms and drive automation and optimization.