Elation Health

• Execute and optimize growth, retention, and feature-adoption campaigns for small group accounts using multi-channel digital tools and personalized outreach. • Monitor customer health dashboards and leverage AI-generated insights to proactively flag and act on accounts that are at risk or primed for growth. • Serve as the primary point of contact for customer inquiries, providing a timely response to basic questions and efficiently redirecting more complex issues to the appropriate team. • Identify upsell and cross-sell opportunities for your portfolio, managing a scaled pipeline of potential deals and promoting new features through digital nudges and targeted messaging. • Own the contract renewal process for your book of business, ensuring a high retention rate by demonstrating ongoing value. • Master and actively use CRM tools, campaign platforms, and AI platforms to manage the customer lifecycle and drive team efficiency. • Maintain an understanding of key metrics (Retention %, Expansion %, Adoption %) to measure the effectiveness of campaigns and customer interventions.

• Own the end-to-end success and growth of a portfolio of Elation's largest, most strategic accounts, including gross revenue retention, net revenue retention, and expansion ARR • Develop and execute account plans that reflect each customer's business goals, organizational dynamics, and clinical priorities • Proactively identify and manage retention risks, escalating cross-functionally and setting clear expectations externally • Build and maintain trusted relationships with C-suite and senior decision-makers across your accounts, including CMOs, CEOs, COOs, and clinical leaders • Serve as a strategic advisor and thought partner, helping customers think through how Elation supports their long-term care delivery and business goals • Lead executive business reviews that drive alignment, demonstrate value, and open doors to expansion • Identify, develop, and close upsell and cross-sell opportunities in partnership with Sales • Translate customer challenges and workflows into compelling business cases for expanded Elation adoption • Bring a commercial mindset to every customer interaction, always thinking about how to deepen the partnership and grow the relationship • Act as the voice of your customers internally, advocating for their needs with Product, Engineering, and Operations, and ensuring feedback shapes Elation's roadmap • Partner with Sales, Marketing, and Service teams to ensure seamless, cohesive experiences across the customer lifecycle • Contribute to the development of frameworks and playbooks that raise the bar for how Elation engages with enterprise customers • Own your book of business metrics: health scores, usage trends, risk signals, and expansion pipeline • Regularly communicate account status, risks, and opportunities to senior leadership with clarity and commercial context • Maintain rigorous account documentation to ensure continuity and institutional knowledge

• Manage simultaneous onboarding projects at one time, balancing priorities of business results, customer satisfaction, and technical quality. • Proactively contact and virtually meet customers to manage a positive transition from the sales team by building strong relationships with Elation customers. • Develop and maintain positive business relationships with the Sales organization at all levels to facilitate sales growth. • Proactively identify customer needs, challenges and expectations as well as seek out opportunities for process improvements internally. • Own all project outcomes and delegate tasks on the project to team members, setting targets for milestones and adhering to deadlines. • Use data and reports to identify trends within your customer base. • Collaborating with Customer Success and Support when indicated to problem solve for onboarding customers.

• Own core close processes for assigned areas like cash automation, AP, accruals, and prepaids • Identify and lead automation initiatives for close workflows leveraging ERP functionality • Partner cross-functionally to provide data-driven insights • Coordinate with external auditors and tax advisors for federal and SALT compliance • Maintain and enhance SOX-lite internal controls and documentation

• Own, maintain and scale our company operating model • Drive annual planning, quarterly and monthly financial forecasts, and ongoing analysis of performance to highlight trends, opportunities, and causes of unexpected variances • Partner with accounting to develop processes to deliver accurate and timely outputs for management reporting • Partner cross-functionally with senior leaders to develop financial models and provide strategic insights to help them achieve their goals • Prepare quarterly reporting materials for our board • Conduct ad hoc financial modeling and analysis

Role Description As a Staff Product Designer, you'll lead the design for how primary care clinicians work. You’ll develop a deep understanding of their workflows to inspire an AI-native experience while keeping the team grounded in day-to-day clinical practice. This role is for someone who creates and champions compelling UX strategy and experience visions while guiding work across multiple squads. You'll shape interaction patterns and contribute to visual language development — all while modeling the craft, curiosity, and collaborative ways of working that raise the bar for designers around you. Clinicians have repeatedly awarded Elation "Best in KLAS" in our category, a recognition that reflects our clinician-first approach to everything we build. Reporting up through our Chief Product Officer, you'll work autonomously within your team while remaining connected to a centralized design group that is deeply collaborative and curious. You'll also find enthusiastic partners in our on-staff physicians, our users, and teams across the organization. If you want to do complex, meaningful work at the place where design and healthcare intersect, we'd love to hear from you! Qualifications - 8+ years of experience designing and shipping complex, web-based products in a cross-functional team. - A strong portfolio demonstrating your ability to navigate ambiguous problem spaces, from research and strategy through to polished, human-centered user experiences. Your portfolio should showcase your strengths in UX, UI, and visual design. - Proven experience in leading and executing a variety of user research methods. - Excellent communication and collaboration skills, with a track record of building strong partnerships with Product and Engineering. - Experience in designing for complex workflows is a must; experience in healthcare or with AI-powered experiences is a strong plus. Requirements - Deeply understand our users — their problems, workflows, and jobs-to-be-done — to ensure we are always solving for the right thing. - Own and lead the design process from discovery to delivery, making key decisions on solution direction and details. - Drive the strategic direction of your domain in partnership with Product and Engineering, forecasting the impact of your solutions on users. - Collaborate cross-functionally to deliver a clear, consistent, and high-quality user experience. - As an AI-native design leader, you will balance cutting-edge technology with patient safety and accuracy across user-facing and backend experiences. - Define and own the user satisfaction and usability metrics for your solutions, ensuring the team is aligned on how to measure success. - Be a leader on the design team by mentoring other designers, leading design critiques, and driving initiatives that improve our culture, tools, and processes. Benefits - SALARY RANGE: $160,000 - 185,000 USD - Elation welcomes individuals from all backgrounds and walks of life. - Elation is proud to be an Equal Opportunity Employer and is dedicated to creating and maintaining a diverse and inclusive work environment. - We are committed to equal opportunity for all employees and applicants, and value individuals with diverse perspectives including, but not limited to: race, color, religion, sex, sexual orientation, socioeconomic status, age, gender identity or gender expression, national origin, disability or veteran status. - Elation also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as work authorization and employment eligibility verification requirements of the Immigration and Nationality Act and IRCA. - We firmly believe a strong culture that supports a diverse and inclusive workforce allows us to achieve Elation’s mission of helping independent primary care thrive.

• Own the architecture, strategy, design, engineering, and evolution of Elation’s design system. • Lead an AI-agent-first rearchitecting of the design system. Encoding composition rules and component guidelines for an agent to discover and apply. • Help define Elation’s AI-native experience through component design, pattern development, and an opinionated point of view that moves how design and engineering build. • Help shape our application’s design direction and visual language. • Deeply understand and research our users — their problems, workflows, and jobs-to-be-done — to build the best-in-class tools for their work. • Support your partners in design and engineering to leverage these systems.

• Own and develop a robust pipeline of primary care team innovators. • Identify, prioritize, and pursue high-potential prospects using outbound and inbound strategies. • Build and execute tailored account plans to open doors and progress opportunities. • Leverage AI tools (e.g., prospecting assistants, intent data platforms) to identify whitespace, personalize outreach at scale, and prioritize the highest-potential accounts. • Lead compelling discovery conversations with physician leaders, administrators, technical, and clinical ops teams. • Deliver high-impact product demonstrations and presentations that connect Elation’s capabilities to clinical, operational, and technical pain points. • Drive deals through the full sales lifecycle, from initial contact through negotiation and contract execution. • Excel as a storyteller — crafting narratives that make clinical and operational value viscerally real to both analytical buyers and mission-driven clinical teams. • Deliver persona-specific narratives for distinct buyer types — physician, COO, CMO, and IT/security — adapting clinical, operational, and technical value frames using AI-assisted content preparation. • Develop and execute monthly, quarterly, and annual plans to meet or exceed sales goals. • Use data and insights to identify whitespace, prioritize accounts, and personalize outreach strategies. • Attend key industry events and conduct on-site visits to build trust and uncover deeper needs. • Proactively adopt and champion AI tools to increase personal capacity — from call prep and follow-up drafting to pipeline analysis and presentation personalization. • Use AI-assisted research to enter every meeting with contextual depth: understanding a practice’s patient panel, payer mix, quality gaps, and competitive landscape before the first call. • Continuously evolve your workflow as new AI capabilities emerge, modeling the adaptability Elation expects from all team members. • Partner with marketing to tailor campaigns and events for the Care Team Innovator segment. • Relay market feedback to product and implementation teams to improve customer experience and solution fit. • Coordinate internal resources (SEs, Professional Services, technical experts) to align with customer buying processes. • Maintain accurate and up-to-date records of opportunities, activities, and forecasts in Salesforce. • Provide timely pipeline updates and commit forecasts to sales leadership. • Apply deal scoring and pipeline risk signals to self-manage forecast accuracy and surface at-risk opportunities before leadership review. • Lead pricing, proposal, and contracting conversations with economic buyers. • Collaborate with internal stakeholders to structure mutually beneficial agreements. • Drive urgency and close business in a way that sets the foundation for long-term partnerships.

• Serve as the RCM SME for Elation working closely with sales, marketing and enablement to identify process excellence marrying Elation’s solutions with prospect and customer workflows • Lead RCM-focused demos for small and mid-market prospects (typically 3–10+ provider prospects) • Conduct live discovery with practice staff and billing teams, mapping workflows and pain points to resolve with Elation's AI billing and practice management solutions • Serve as the RCM SME for existing customers, helping practices improve operations with Elation • Deeply understand our customers’ cash flow, economics, and processes, and how Elation’s billing and RCM product functionality improves their overall financial outcomes • Work with Product Management to maintain deep, current expertise in Elation's billing and RCM product functionality; identify product opportunities and roadmap-worthy projects • Evangelize and educate internal colleagues on Elation's revenue cycle and billing capabilities, building confidence and consistency across the team • Support sales enablement by sharing RCM expertise with AEs, CSMs and other customer-facing team members

• Assist with secure design and implementation reviews for new and existing features across web applications, APIs, and backend services. • Monitor, triage, and help remediate findings from security tooling. • Get familiar with our security technologies and processes • Work with feature teams to understand exploitability, prioritize fixes, and track closure of vulnerabilities in alignment with internal SLAs. • Implement an enterprise security control and configure it for long-term observability. • You're assisting in applying key application security processes • You're helping shape technical direction for secure, AI-native, product-critical services handling sensitive data • You're supporting evidence collection for compliance audits • You've built strong partnerships with product, support, infrastructure, and IT to help identify and triage vulnerabilities and quickly resolve issues • The security improvements you've implemented are measurably reducing risk • You’re independently reviewing and triaging security alerts