Elation Health

• 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

• Own NDR and GRR targets across the enterprise portfolio. • Build and execute expansion strategies. • Lead commercial negotiations on renewals and expansions. • Maintain a healthy, accurate expansion pipeline in Salesforce. • Lead, coach, and develop a team of Enterprise Account Managers. • Create AI-powered operating systems and measurement frameworks. • Personally manage a curated portfolio of 1-2 strategic enterprise accounts. • Maintain CRM hygiene and forecast accuracy.

• Own go-to-market strategy for AI and platform products • Define product positioning and run launches • Enable revenue teams and create useful collateral • Develop impactful content and establish company voice

• Use Good Judgment to Solve Cases. Own customer escalations with cases that genuinely require seasoned judgment, the ones AI can't safely close. Build and protect customer trust in moments that matter. • Build and own AI quality. Configure AI within Elation's stack (intents, knowledge sources, escalation rules), build lightweight external automations, and own the quality of AI outputs in your domain. • Synthesize and partner with Product/Eng. Produce formal weekly and monthly insights, participate in roadmap conversations with Product Development teams, and mentor Associates on their build and synthesis work. • Shipped 3–5 AI solutions • A monthly drumbeat of synthesized insights that Product and Engineering act on, with visible impact on customer experience or a measurable drop in case volume • Owns a measurable case-volume reduction in your domain by making cases not happen, not by closing them faster • You question default workflows instead of just executing them, and you ship more by removing work, not just doing more of it. • You build with AI to make yourself and the teammates around you faster — automating triage, drafting responses, prototyping internal tools, and turning one-off builds into reusable patterns Associates can run with. • Mentors Associate teammates on AI builds and pattern synthesis.

• Own customer escalations with cases that genuinely require seasoned judgment, the ones AI can't safely close. Build and protect customer trust in moments that matter. • Configure AI within Elation's stack (intents, knowledge sources, escalation rules), build lightweight external automations, and own the quality of AI outputs in your domain. • Produce formal weekly and monthly insights, participate in roadmap conversations with Product Development teams, and mentor Associates on their build and synthesis work.

• Provide peer-to-peer mentorship and coaching to Technical Solutions Associates, with a focus on building skills in Elation’s Developer platform and AI-powered capabilities (e.g., automation patterns, data-driven decision support). • Serve as an internal and external subject matter expert on the capabilities of Elation’s Developer platform and AI-powered tools to support customer success, including RESTful APIs, webhooks, data warehouse access/querying, and automation services that power Clinical Insights and workflow optimization. • Own and maintain technical workflow and sequence diagrams as reference architectures for customer integrations and common internal use cases, ensuring they are optimized for reliability, security, and scalability. • Develop and maintain best practices, templates, and sample implementations that promote self-service, reuse, and intelligent automation where appropriate. • Advise on and, when needed, create complex queries, reports, and data pipelines leveraging the hosted database and analytics tooling to answer strategic business and clinical questions. • Lead or advise customer pilots and proof-of-concept implementations, including those that leverage AI to reduce manual work for clinicians and staff and demonstrate clear business and operational impact. • Partner with customers on technical design, integrations, and product features to best utilize Elation’s platform to meet their business, technical, and delivery needs, including change management and adoption planning. • Act as a conduit between customers and internal teams, systematically capturing technical feedback to suggest improvements across the platform, documentation, and internal tooling. • Work cross-functionally with Product, Engineering, Data, Customer Success, Sales, and Professional Services to design and deliver data- and AI-enabled solutions that improve efficiency and time-to-value for both practices and internal teams. • Champion a culture of experimentation and continuous improvement around AI and automation within Customer Services (e.g., identifying internal workflows that can be streamlined with AI, sharing wins and learnings, and contributing to internal AI playbooks).

• Serve as the primary point of accountability for Elation’s largest, most complex enterprise customer engagements — owning the relationship from implementation kick-off through successful adoption and scale. • Identify opportunities to leverage AI, automation, and product capabilities to reduce implementation friction, improve adoption, and shorten time to value. • Lead organizational change management initiatives, guiding customers through the cultural, operational, revenue, and clinical shifts required to successfully adopt Elation’s platform. • Build and maintain executive-level relationships with C-suite and senior leadership teams at customer organizations, acting as a trusted strategic advisor throughout the engagement lifecycle. • Develop and execute detailed project plans with clearly defined success criteria, milestones, and KPIs that map implementation activities to measurable ROI and clinical outcomes. • Define, track, and communicate the business value of implementation work, translating operational, financial, and clinical performance metrics into executive-ready insights and progress reports. • Manage multiple high-complexity customer engagements simultaneously, proactively identifying risks and driving resolution across internal and external stakeholders. • Collaborate cross-functionally with Sales, Customer Success, Product, Support, Engineering, and Partnerships to ensure a seamless and high-quality customer experience. • Build repeatable implementation playbooks and best practices that raise the bar for the broader Professional Services team. • Champion and embed Elation’s values in every customer and internal interaction. • Help define and evolve Elation’s next-generation Professional Services model, balancing high-touch strategic guidance with scalable, repeatable delivery mechanisms.

Accounts Receivable Analyst Canada - REMOTE Our team is committed to enhancing physician and patient quality of life through Elation, a SaaS cloud-based clinical platform. Since inception, we’ve been focused on building a delightful world-class experience that empowers physicians to deliver phenomenal care to patients. The Accounts Receivable (“AR”) at Elation supports the critical function to ensure that our customers are billed accurately and on time, and that cash is collected when due. Elation is looking for an AR Analyst to join our Finance team. We are seeking a detail-oriented and experienced Accounts Receivable (AR) Analyst to oversee the day-to-day AR operations. This crucial role ensures adherence to financial policies, manages collections, maintains strong client relationships, and supports the company's overall financial health. Key Responsibilities: Billing and Invoicing - Triage and respond to internal and external billing and collections inquiries promptly and accurately. - Process and audit customer account billing changes - Execute collections activities, including preparing weekly aging reports, contacting clients and negotiating payment plans. - Manage relationships with Customer Support and Customer Success teams, including answering billing-related questions and providing documentation. - Prepare manual billing data using related reports. - Maintain accurate and up-to-date Enterprise contract information for invoicing. - Read contracts and familiarize with all terms and conditions that impact billing and payment terms; assist with contract accuracy and upkeep. - Assist in month-end close processes and reconciliation activities. - Collaborate with the Customer Success team to address billing changes, outstanding invoices, and refund requests. Requirements: Experience: 1–3 years in AR, with at least 1+ years in a SaaS. Experience with recurring subscription and usage based software billing models is a must. Process Oriented: Process and detail orientation; strong analytical and quantitative skills. Proven ability to clearly and concisely implement new processes and leverage technology. Strong documentation skills. Technical: Intimate working knowledge with subscription billing software (e.g. Recurly), SaaS based ERP (e.g. Netsuite), Salesforce CPQ and advanced excel skill-set. Working knowledge with AI tools to assist with simple processes and defined day-to-day responsibilities is a plus. Strategic: Ability to interpret contract language and translate it into billing execution. Entrepreneurial: Self-starter with the ability to work autonomously in a fast-paced, lean environment while not losing sight of the broader vision and opportunity. Indirect leadership: Ability to build strong cross-functional relationships, gain input and consensus from key stakeholders, and knowledge of how to drive win-win outcomes. Soft skills: High-touch communication—the ability to be firm on collections while maintaining a positive Customer Success mindset. Salary range: $60,000-80,000 CAD

• Be on the front-lines and ensure our customers achieve their clinical and operational goals through implementation of Elation’s solution, collaborating with both external and internal stakeholders to get the job done • Manage the deployment of Elation’s solution to large and medium scale customers, enabling customers to achieve quick time to value in their investment • Create and execute project plans that include success criteria, and a repeatable playbook for future implementations • Track implementation progress, participation, product adoption, and account health • Juggle multiple customer engagements in parallel and work cross-functionally to deliver an exceptional experience for our customers. • Deeply understand the Elation’s capabilities and explain them to customers of all types. • Proficiency in the use and application of AI tools to enhance efficiency and the customer experience.