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Leads cloud security strategy and architecture for a SaaS platform handling sensitive health information. Responsibilities include implementing SIEM log sources, driving security initiatives, researching threats and technologies, defining security standards, advising cross-functional teams, conducting forensics and incident response, and monitoring permissions and configurations for least-privilege compliance. The role also mentors security and compliance staff and requires on-site work in Austin, Texas, or Madison, Wisconsin, with limited travel.

Lead and shape the engineering organization: own system architecture, set engineering standards, ensure code quality, design reliable infrastructure and deployments, build AI-assisted engineering workflows, mentor engineers, manage technical risk, and contribute to the product roadmap.

Owns go-to-market funnel reporting and analytics from lead generation through pipeline, bookings, and ARR. The role analyzes conversion, pipeline quality, CAC, LTV, marketing ROI, and sales efficiency across segments and channels. It builds dashboards, forecasts, and executive insights while partnering with Marketing, Sales, Revenue Operations, and Finance on attribution, data integrity, budgeting, and investment decisions.

Manages independent agency relationships across Indiana and Ohio, driving premium growth, platform adoption, quoting activity, retention, and profitable production. Develops territory engagement plans, enables agencies through training and sales support, monitors portfolio performance and risks, analyzes pipeline trends, and provides market intelligence. The role requires frequent field travel, collaboration with underwriting and product teams, Salesforce activity tracking, and an active or newly obtained P&C license.

Build demand forecasts, inventory and purchasing plans, seasonal strategies, and runout projections. Manage purchase orders, supplier and inventory data, tariff planning, product costing, invoices, and margin analysis. Develop Looker dashboards and KPI reporting, support cash planning, and identify process improvement and automation opportunities while collaborating cross-functionally with merchandising, sourcing, logistics, operations, and finance.

Serve as a strategic advisor to physician and healthcare practice owners on accounting, tax, financial performance, profitability, compensation, cash flow, and operational strategy. Build executive client relationships, mentor internal teams, support growth and scalable advisory processes, and participate in business development and proposals.

Execute and optimize personalized CRM campaigns across email, push notifications, and in-app messaging using Braze, Liquid, customer data, and HTML/CSS. Build customer journeys, triggered campaigns, segmentation, dynamic content, and lifecycle automation. Own campaign QA, deployment, troubleshooting, performance analysis, and scalable personalization frameworks while partnering with Marketing, Product, Engineering, and Analytics teams to improve engagement, app adoption, retention, and revenue.

Manage and grow small-to-medium education-sector accounts through scalable engagement strategies, data analysis, issue resolution, renewals, onboarding, and product expansion. Partner with Sales to identify and close new revenue opportunities, collaborate with Client Operations, support webinars and events, and contribute to team development and onboarding.

Leads financial planning, forecasting, budgeting, executive reporting, KPI analysis, financial modeling, working-capital optimization, and strategic business analysis. Partners with executives and cross-functional teams to validate assumptions, evaluate investments, improve SIOP and forecast accuracy, automate reporting, and translate financial data into recommendations that improve profitability and operational efficiency.

Create client-facing analyses and reusable data products for Product, Analytics, Client Success, and Sales teams. Analyze large healthcare datasets to identify behavioral patterns among medical professionals, automate code, and communicate insights to technical and non-technical stakeholders. The role combines SQL, Python-based exploratory data analysis, data visualization, stakeholder collaboration, and opportunities to grow into presentation-focused or advanced technical work.