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Manage and grow revenue within an existing healthcare client portfolio by identifying upsell/cross-sell opportunities, building stakeholder relationships, conducting needs assessments, presenting tailored proposals, negotiating renewals/upgrades, and tracking growth metrics while collaborating with customer success, product, and marketing teams.

Manage a portfolio of existing B2B healthcare clients to drive revenue expansion via upsells and cross-sells. Identify growth opportunities through account analysis and needs assessments, present tailored proposals, negotiate renewals, track growth metrics, and collaborate with customer success, product, and marketing teams to ensure seamless execution and maximize lifetime value.

Plan, build, and launch multi-channel digital campaigns; manage Pardot automation, landing pages in Unbounce/WordPress; integrate AI marketing tools; coordinate assets and timelines in Asana; collaborate with sales; track KPIs and report campaign performance to drive pipeline growth.

Own end-to-end management of a portfolio of healthcare clients, ensuring high-touch onboarding, service verification, billing accuracy, contact validation, issue resolution, CSAT improvement, cross-functional coordination, and identifying account expansion opportunities.

Lead category-creation marketing with full P&L ownership: set strategy and budget, build demand-generation and GTM motions, enable sales, own brand and content, drive product launches, and measure pipeline/MQL-to-revenue outcomes while managing a marketing team and reporting to the CCO.

Build and maintain production AI-driven systems including call-scoring pipelines, multi-tenant Next.js/Supabase dashboards, a Velocify-replacement lead platform, AI voice agent integrations, Salesforce administration, and internal automation workflows. Ensure CI/CD, testing, security, and reliable real-time integrations for client-facing and internal compliance products.

Manage and grow existing client accounts by identifying upsell and cross-sell opportunities, developing targeted growth strategies, conducting needs assessments, presenting tailored proposals, negotiating renewals/upgrades, and tracking growth metrics while collaborating with product, marketing, and customer success teams.

Build and maintain financial models, support budgeting and rolling forecasts, perform variance and scenario analysis, produce executive reporting and dashboards, partner with operations for ad hoc analysis, and support M&A diligence and FP&A systems/process improvements.

Lead FP&A for a privately-held company: own 3-statement financial models, budgeting, rolling forecasts, variance analysis, KPI framework, market intelligence, and M&A diligence. Deliver executive reporting and board materials, partner with leaders, automate reporting using BI and AI tools, evaluate FP&A systems, and build FP&A processes and documentation to scale the function.