Anagram

• Own team revenue targets and help drive monthly, quarterly, and annual sales goals • Lead and develop a team of SDRs and Account Executives through hands-on coaching and performance management • Act as a player-coach by joining strategic deals, reviewing calls, and helping unblock opportunities • Improve sales process, pipeline velocity, forecasting accuracy, and conversion rates across the funnel • Recruit, hire, onboard, and ramp high-performing sales talent as the team scales • Build structure and accountability around CRM hygiene, activity standards, and pipeline management in HubSpot • Partner with Marketing and RevOps to improve lead quality, reporting, and operational efficiency • Help refine sales process, compensation plans, and broader go-to-market strategy • Build a culture of urgency, ownership, execution, and continuous improvement

• Provide timely, accurate, and empathetic support to customers via chat and email • Understand and identify customer needs, guiding them through specific features and functionalities • Maintain and update internal knowledge bases and customer records • Share updates about new features, improvements, or processes with customers • Collaborate cross-functionally with other teams to ensure a smooth customer experience

• Own the full marketing plan and hit pipeline + revenue targets • Build and run SMB demand gen: paid search/social, outbound support, webinars, email, lifecycle, mail • Improve conversion across the funnel (visit → lead → SQL → closed-won) • Own positioning + messaging and keep it tight, clear, and usable by Sales Ship content that drives deals: landing pages, case studies, sales enablement, product pages • Run experiments fast, keep what works, kill what doesn't • Manage budget and report results weekly (pipeline, CAC, payback, conversion rates) • Partner with Sales + Product daily to align on ICP, offers, and feedback from the field • Hire and lead a small team over time (or work hands-on until you do)

• Build a marketing function from scratch and own every part of it • Turn our product into a story sales can actually use • Build inbound from zero • Create content that earns trust and captures leads • Make our website work as a conversion tool • Get Anagram surfaced in AI search • Make our Founder & CEO the go-to voice in security awareness • Make our customer logos do real work • Make HubSpot actually useful

• Own our training modules end-to-end — researching what's happening in the threat landscape. • Writing scripts, coordinating video production, creating puzzle content, and QAing everything before it ships. • This is a part-time contract role working closely with our Product Manager, with real ownership and flexibility to work independently.

• Build and work a list of CISOs and security leaders at mid‑market/enterprise orgs. • Execute a multi‑touch outbound program: phone (200+ calls a day), LinkedIn, email, physical mail, and events. • Book and hold qualified discovery meetings. • Qualify all inbound and route to AE with crisp notes and next steps. • Keep detailed, up-to-date records of all activity, outcomes, and learnings. • Hit weekly and monthly SQL goals; scale what’s working and kill what’s not.

• Build and work a list of CISOs and security leaders at mid‑market/enterprise orgs. • Execute a multi‑touch outbound program: phone (200+ calls a day), LinkedIn, email, physical mail, and events. • Book and hold qualified discovery meetings. • Qualify all inbound and route to AE with crisp notes and next steps. • Keep detailed, up-to-date records of all activity, outcomes, and learnings. • Hit weekly and monthly SQL goals; scale what’s working and kill what’s not.

• Partner closely with Account Executives to support enterprise sales opportunities that require pilot programs or deeper product validation • Own the end-to-end execution of enterprise pilot programs, including kickoff, timelines, success criteria, and evaluation milestones • Lead onboarding and training to ensure practice teams can effectively adopt the Anagram platform • Provide workflow guidance and operational support to help practices integrate Anagram into existing processes • Monitor pilot progress and keep programs aligned with deal timelines and customer decision milestones • Drive engagement across clinical, operational, and billing stakeholders throughout the pilot • Demonstrate operational and financial value to support conversion of successful pilots into long-term customers • Gather feedback from pilot participants and share insights with Product, Sales, and Leadership teams • Document pilot outcomes and develop repeatable processes to improve future enterprise pilot success • Play a critical role in the sales organization by helping convert enterprise pilots into closed deals, with performance incentives tied to successful pilot outcomes and revenue impact

• Support payroll coordination (domestic and international), including off-cycle payments and commissions • Manage employee onboarding and offboarding, including documentation, system setup, and logistics • Maintain employee records and HR systems (JustWorks, Deel, etc.), ensuring accurate and compliant data • Support employee engagement initiatives and people programs • Assist with benefits administration, enrollments, renewals, and employee support • Coordinate with finance on payroll, invoices, and expense management using tools like Ramp • Maintain and update employee handbook, internal policies, and People Ops documentation • Provide general People Operations and administrative support to improve processes and support team needs

Anagram is the ultimate insurance billing platform for eye care providers. Combining instant eligibility and benefit verifications, patient responsibility calculation, claims management, payment posting, and more, Anagram's all-in-one revenue cycle management solution is designed to save providers time and money, and free doctors to deliver the best care for their patients. Our mission is to simplify insurance, and it's working: over 2,000 eye care professionals rely on Anagram to manage their insurance billing. Founded in 2014, Anagram is the largest and fastest-growing insurance billing platform for eye care providers in America and processes hundreds of millions of dollars each year. About You As a Solutions Consultant at Anagram, you’ll play a key role in helping eye care practices evaluate and adopt a better way to manage insurance billing. This role exists to guide prospective customers through structured pilot programs that demonstrate the operational and financial value of Anagram and help convert successful evaluations into long-term customers. You thrive at the intersection of sales, product, and customer experience. You’re comfortable working alongside Account Executives during the sales process, helping practices understand how Anagram fits into their real-world workflows while ensuring pilot programs are implemented smoothly and deliver clear outcomes. You understand that Sales is about helping people achieve their goals and alleviate pain. You thrive in helping professionals look like heroes in their organization. You’re organized, execution-focused, and comfortable working directly with doctors, office managers, and billing teams. You know how to guide customers through onboarding, training, and evaluation milestones while keeping pilots on track. Internally, you collaborate closely with Sales, Product, and Customer Success to ensure pilots run smoothly and that customer feedback helps improve both the product and how we bring it to market. What We’re Looking For: - Experience in a Solutions Consultant, Solutions Engineer, Sales Engineer, Implementation, or Technical Customer Success role - Experience supporting SaaS sales processes, pilot programs, or proof-of-concept implementations - Strong project management skills with the ability to manage timelines and multiple customer pilots simultaneously - Excellent communication and presentation skills with both technical and non-technical audiences - Experience leading client onboarding, training, or product adoption initiatives - Ability to translate complex workflows into clear, practical solutions for customers - Comfort collaborating closely with Sales teams to support deal progression - Experience working with CRM systems (HubSpot, Salesforce, or similar) What You’ll Do - Partner closely with Account Executives to support enterprise sales opportunities that require pilot programs or deeper product validation - Own the end-to-end execution of enterprise pilot programs, including kickoff, timelines, success criteria, and evaluation milestones - Lead onboarding and training to ensure practice teams can effectively adopt the Anagram platform - Provide workflow guidance and operational support to help practices integrate Anagram into existing processes - Monitor pilot progress and keep programs aligned with deal timelines and customer decision milestones - Drive engagement across clinical, operational, and billing stakeholders throughout the pilot - Demonstrate operational and financial value to support conversion of successful pilots into long-term customers - Gather feedback from pilot participants and share insights with Product, Sales, and Leadership teams - Document pilot outcomes and develop repeatable processes to improve future enterprise pilot success - Play a critical role in the sales organization by helping convert enterprise pilots into closed deals, with performance incentives tied to successful pilot outcomes and revenue impact Preferred - Experience working at an early-stage or high-growth SaaS startup - Experience supporting healthcare practices or healthcare technology solutions - Familiarity with insurance, vision benefits, or medical billing terminology - Experience working with EHR or practice management systems common in optometry or vision care Anagram offers employees: - Industry-leading compensation, including salary and equity ownership - MacBook, monitor, and all the technologies you need to succeed - Full Medical & Dental Insurance - Unlimited PTO - 401k - Remote first company - Fast-paced startup environment Anagram is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by applicable law.