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Own key customer accounts as the primary relationship manager and strategic consultant. Assess workflow needs, recommend solutions, manage escalations, drive product adoption and retention, identify upsell opportunities, support customer success milestones, create SOPs, and coordinate cross-functional issue resolution. The role requires medical practice workflow knowledge, advanced product expertise, strong communication, independent decision-making, and proficiency with customer success and analytics tools.

Lead, coach, and scale an SDR team to drive qualified pipeline for specialty-focused segments. Set KPIs, monitor performance, implement coaching and process improvements, partner cross-functionally with Sales, Marketing, and RevOps, use Salesforce and analytics to track results, recruit and onboard SDRs, and forecast pipeline contribution while fostering an inclusive, high-performing team culture.

Lead end-to-end sourcing and contracting for non-IT categories (professional services, HR, marketing, facilities); drive procurement transformation, digitization, and vendor analytics; build spend analytics and governance to improve cycle times and capital efficiency.

Manage the full quote-to-cash lifecycle for enterprise accounts, including onboarding, upsells, renewals, pricing changes, contract negotiations, buyouts, usage audits, invoice reconciliation, and booking reviews. Maintain Salesforce support queues, ensure accurate contracting and revenue recognition, and collaborate with Sales, Customer Success, Legal, Support, and Finance. Train offshore teams on quoting standards and execution.

Architect and deliver RCM and AI-driven automation solutions, translating business needs into workflows, Agile epics, and user stories. Lead development teams, sprint delivery, ROI analysis, GitHub repositories, CI/CD pipelines, testing, bug resolution, production support, and quality assurance. Mentor business analysts and developers while improving scalable system reliability and business outcomes.

Business Consultants analyze client processes, identify workflow gaps, and recommend standardized workflows for ModMed software adoption. They manage complex, multi-phase healthcare implementations, including rollout planning, dependency mapping, stakeholder alignment, change management, workflow documentation, adoption tracking, optimization, and escalation resolution. The role requires healthcare operations or revenue cycle management experience, business consulting experience, strong communication and presentation skills, and 50–75% travel.

Senior Sales Transaction Paralegal responsible for drafting, reviewing, and negotiating SaaS and commercial agreements, supporting enterprise deals, assessing risk and compliance (data privacy/security), maintaining contract templates and CLM processes, collaborating cross-functionally with Sales, Finance, Security and Legal, tracking contract metrics, and training internal teams to streamline contracting and protect company interests.

Supports revenue growth by managing smaller transactional sales, qualifying inbound leads, conducting outbound prospecting, maintaining CRM and account data, and developing pipeline across assigned territories. Partners with Account Executives and overlay teams to identify cross-sell, upsell, expansion, and whitespace opportunities. Provides pipeline reporting and participates in account strategy sessions.

Lead a team of Customer Success Managers to drive adoption, reduce churn, identify upsell opportunities, manage renewals and forecasting, evolve processes for scale, mentor staff, and partner cross-functionally to optimize customer outcomes and retention.

Design and implement scalable analytics/data models and dbt pipelines, manage Databricks, build dashboards and BI solutions, partner with business stakeholders, support CRM/marketing analytics, and explore GenAI/ML opportunities to deliver reliable, automated data products.