Medallion

• Oversee the end-to-end health plan enrollment process—from application retrieval to client notification—by coordinating with external vendor partners; directly complete highly escalated enrollment requests as needed. • Ensure that all in-process enrollments are appropriately monitored through consistent follow-up (via telephone, email, and portal), and maintain thorough, timely documentation within Medallion systems. • Maintain in-depth understanding of payer-specific enrollment requirements, including prerequisites, required forms, completion standards, supporting documentation (e.g., DEA certificates, CVs), and applicable regulations. • Ensure that all necessary supporting documentation is accurately maintained in provider profiles, including onboarding documents, application copies, welcome letters, and other related correspondence. • Prepare client updates to communicate enrollment status and progress as required. • Build and maintain strong working relationships with payer representatives and contracting departments to help streamline future submissions and improve approval timelines. • Support revalidation processes to maintain active provider participation in health plans. • Track and monitor payer enrollment timelines and deadlines to ensure compliance with submission requirements. • Investigate and resolve enrollment delays, rejections, or discrepancies by effectively coordinating with providers, payers, and vendor partners. • Stay current with payer policies, state and federal regulations, and industry best practices relevant to enrollment processes. • Perform other duties and responsibilities as assigned.

• Work on meaningful projects with business impact from your very first day. • Scope and lead large projects, addressing ambiguity, creating plans, and ensuring technical excellence • Help develop the team roadmap, balancing key technical and product tradeoffs • Teach and mentor members of the engineering team, constantly modeling how great software should be developed • Work within our tech stack, which includes Python and Django on the backend, and React, JavaScript, and TypeScript on the frontend • Write a lot of code :)

• Managing and growing Medallion’s most important customers • Building and fostering deep relationships with key stakeholders • Understanding business priorities and identifying growth opportunities • Acting as the voice of the customer internally to ensure their needs are met • Working cross-functionally with Implementation, Operations, Sales, Customer Support, Product, and Engineering teams • Ensuring customers achieve a significant return on and drive business success with their Medallion investment • Reporting to the Manager of Account Management

• Own the enrollment outcome. • Decide what to build. • Ship, measure, keep what works. • Make the hard technical calls. • Grow the people and the bench. • Partner across the business.

• Own the AI roadmap. • Set direction across our AI surfaces: voice and computer-use agents that work payers and provider portals, email triage, and the models that extract and structure data from clinical and legal documents. • Push AI deeper. • Take our systems from assisting people, to making decisions, to running whole service requests, and into licensing, enrollment, monitoring, and the customer-facing product. • Make it production-grade. • Build the evals, observability, and human-in-the-loop systems that let us ship models and agents we'll stand behind and back with guarantees. • Lead the data platform. • Own the pipelines, datasets, and tooling behind the models. Our real-world data is our biggest advantage, so make it fast to use and trustworthy to build on. • Build the org. • Hire and grow managers and senior engineers, set the structure, and hold the bar as we scale. Stay close enough to the work to earn their trust in a design review.

• Lead and scale a team of quota-carrying Enterprise Account Executives, fostering a performance-driven, collaborative, and inclusive culture • Build and reinforce best-in-class sales methodology grounded in MEDDPICC and Command of the Message • Set strategic account plans and partner with reps on pipeline development, deal execution, and territory optimization • Develop and manage sales forecasts, territory plans, and KPIs to ensure predictability and consistent growth • Partner with Sales Enablement to onboard, coach, and up-level team performance with ongoing training and development • Partner with executive leadership to define and iterate on the go-to-market strategy for the Enterprise segment • Work closely with Revenue Operations to assess pipeline health, improve sales efficiency, and enhance forecasting accuracy • Collaborate with Marketing to inform campaign targeting and generate high-quality pipeline • Act as a voice of the customer internally, bringing structured feedback to Product and GTM teams to influence roadmap and messaging • Engage with high-priority prospects and customers as an executive sponsor and strategic partner • Design and implement scalable, repeatable sales processes to support rapid growth • Evaluate and refine sales tools and CRM workflows to increase team productivity and visibility • Drive rigorous deal reviews and implement mutual action plans to reduce deal slippage and increase conversion • Leverage data to experiment, learn, and adapt tactics to win in a competitive and evolving market

• Shape the right problems • Partner with Product, Engineering, Operations, Customer Success, and Sales to clarify the customer problem, business goal, user workflow, technical constraints, and success metrics before jumping to solutions. • Turn complex workflows into trusted product experiences • Design end-to-end workflows for healthcare operations, including intake, routing, task management, provider actions, admin review, exception handling, and decision support. • Design automation and AI users can understand • Create experiences that help users understand what the system did, why it happened, what needs review, and what action to take next. • Own quality through production • Stay close to Engineering through build and QA to ensure the shipped product matches the intended experience across states, edge cases, permissions, errors, and interaction details. • Create reusable product patterns • Contribute patterns for common workflow needs like queues, task lists, status tracking, bulk actions, review flows, alerts, audit trails, and data confidence. • Move the team forward • Use clear artifacts, prototypes, tradeoff framing, and direct communication to align stakeholders, make decisions, and keep high-impact work moving.

• Support our largest customers to strategize how they will migrate their existing data to Medallion • Owning the end-to-end data migration process, including data extraction from legacy systems, cleansing, transformation, and loading into target platforms • Engaging directly with clients or stakeholders to gather data requirements, resolve data discrepancies, and communicate migration progress or risks • Become the SME on our customers’ data while tracking milestones throughout the implementation • Build evergreen integrations from scratch to support the automation of workflows • Write SQL queries for data extraction, transformation, and reporting, with a focus on clean, maintainable code • Work with complex and varied client data models, quickly assess data quality, and build tailored solutions to meet each client’s migration needs • Set customer expectations/timelines, perform data validation, and migrate complex datasets into Medallion • Identify any blockers that could delay an implementation; partner with the appropriate internal and external teams to resolve • Build Python-based automation scripts for data ingestion, transformation, reconciliation, and migration validation • Partner with the EPD team to productize repetitive aspects of implementations that can be automated

• Own end-to-end enrollment outcomes for your customer portfolio – from application through completion – and be accountable for SLA performance, client satisfaction, and team throughput • Manage an on/offshore team of enrollment specialists: set clear goals, build capacity plans, run performance rhythms, and develop talent • Serve as the primary operational point of contact for your customers; lead recurring and ad hoc client calls, own escalation resolution, and communicate proactively on risks and delays • Establish and track the metrics that matter – SLA attainment, cycle time, error rates, team utilization – and build the reporting infrastructure to see them clearly • Conduct regular SLA and workflow reviews; triage and prioritize work based on urgency, client impact, and business criticality • Identify and resolve root causes of client issues by coordinating cross-functional teams; close the loop with clients with speed and professionalism • Map your operational workflows to find upstream and downstream leverage points – where handoffs break, where data is re-entered manually, where exceptions burn disproportionate time • Partner with engineering and product to scope and ship automation, tooling improvements, and scalable process changes • Translate operational patterns into structured recommendations; contribute to the broader playbook that scales across the team

• Owning and driving the Implementation phase of the customer journey • Managing several projects in parallel, including top priority enterprise accounts • Serving as the main point of contact for customers • Project managing the end-to-end implementation process • Partnering with GTM, Product, and Engineering teams • Building the systems and tools to make processes more efficient as the business grows