PatientIQ

• Own the full NRR and expansion ARR targets for PatientIQ — the primary commercial metric for this role. • Lead three teams: CS Enterprise (health systems, new strategic partners), CS Specialty Practice (specialty practices), and Outcomes Research & Registries (Provider, MedTech, Societies). • Carry and manage personal expansion quota; build and administer CSM-level expansion incentive plans tied to ARR growth. • Own the Strategic Account Program for named accounts — executive relationship management, multi-year expansion planning, and EBR cadence. • Build the CS-as-revenue operating model: playbooks, tooling, metrics, and team structure that treats CS as a growth engine, not a cost center. • Partner with the VP Provider Sales in a commercial pod model — aligned coverage of Enterprise and Specialty accounts from sale through expansion. • Drive the Enterprise/Specialty Practice bifurcation to full execution: differentiated service models, CSM ratios, and segment-specific expansion plays. • Develop and retain a high-performing team — coaching (CS Enterprise), (CS Specialty), and (Outcomes Research & Registries). • Oversee FY2027 headcount plan and capacity modeling.

• Manage, mentor, and support the EHR Integration Team, fostering professional growth. • Ensure appropriate team capacity planning and scheduling to support new integrations and conversions. • Oversee performance of Time to First Value and NPS KPIs, implementing strategies to achieve continuous improvement. • Provide guidance and support for complex EHR Integration projects, including EHR conversions, serving as an escalation point for risks and issues. • Monitor progress across all EHR integrations, ensuring timely completion of deliverables. • Oversee the installation, validation, troubleshooting, and ongoing health of PatientIQ's FHIR applications across the customer base. • Maintain and update resources in the CRM and project management tools to support team and customer needs. • Lead initiatives to optimize integration workflows, documentation, and tools. • Establish scalable processes for managing multiple simultaneous integrations while ensuring consistent quality. • Regularly report team performance metrics, capacity, and project statuses to PatientIQ leadership. • Collaborate with cross-functional teams (e.g. Product, Sales, Customer Success) to ensure seamless customer journey experience and scoping. • Enhance the sales-to-integration and integration-to-Customer Success handoff process for improved efficiency and information quality. • Serve as the voice of the customer on EHR integration topics, synthesizing patterns from active integrations and surfacing actionable feedback to the Product team. • Stay current on EHR interoperability trends to inform customer conversations and internal process improvements.

• Build and nurture a robust sales pipeline of hospitals, physician practices, and ambulatory surgery centers in assigned geographic territory. • Understand the client’s business and utilize advanced knowledge of PatientIQ’s service offerings to successfully demonstrate PatientIQ’s capabilities. • Build and maintain an effective partnership with decision-makers and primary stakeholders in client organizations. • Lead negotiations and navigate complex decision-making processes to close new business opportunities. • Partner with Sales Leadership, Solutions Consultants, and Revenue Operations to continuously refine and improve sales strategy and processes.

Role Description The PatientIQ Enterprise Account Executive (EAE) is responsible for building a pipeline of new business and selling our software solutions to prospective customers in the USA across a large multi-state territory. The EAE will conduct qualifying phone calls with decision-makers, give presentations and product demonstrations, execute a sales strategy, and close deals. The EAE will be in regular communication with healthcare providers and executives to understand their needs and explain where PatientIQ can provide a solution. The candidate will have strong experience implementing and iterating a sales process to maximize pipeline opportunities and exceed sales targets. This role is responsible for the Eastern Territory, and candidates must be comfortable working within the Eastern Time Zone. Qualifications - Bachelor’s degree from an accredited 4-year college or university - 5+ years of prior experience in enterprise software sales - Proven track record of exceeding sales goals - Excellent organization, communication, and time management skills - A collaborative mindset to effectively work across internal teams across PatientIQ - Health-tech industry experience - Ability to travel at least 25% annually Requirements - Build and nurture a robust sales pipeline of hospitals, physician practices, and ambulatory surgery centers in assigned geographic territory. - Understand the client’s business and utilize advanced knowledge of PatientIQ’s service offerings to successfully demonstrate PatientIQ’s capabilities. - Build and maintain an effective partnership with decision-makers and primary stakeholders in client organizations. - Lead negotiations and navigate complex decision-making processes to close new business opportunities. - Partner with Sales Leadership, Solutions Consultants, and Revenue Operations to continuously refine and improve sales strategy and processes. Benefits - Great Benefits - top-notch health, dental, and vision insurance. Additional perks available, including 401K. - We are Mission Driven - our team is motivated to solve complex problems, drive medicine forward, and ultimately improve patient outcomes. - True Idea Meritocracy - great ideas win out. We encourage all team members to challenge the status quo because our mission demands this. - Flexible Time Off - we trust you to take the time you need when you feel it is appropriate, given your workload and responsibilities. No need to track it or save up. - World-Class Team - we’re at the top of our industry because of our employees. They’re the best investment we can make, and we never forget that. - Fast Growing - we are building the largest platform for healthcare providers, industry partners, researchers, and others to collaborate on the mission to improve patient outcomes.

**What You’ll Do** - Build and maintain long-term relationships with key customer executives, product owners, and others, within a geographic territory - Coordinate, develop, and deliver quarterly business reviews to customers to show progress, value, and growth potential - Maintain a positive geographic territory net revenue retention - Act as the SME on the PatientIQ platform and help our customers leverage our internally developed resources, best practices, and processes to achieve their goals - Work cross-functionally with the implementations team, as well as product and engineering teams to continuously provide feedback on customer needs to inform the future product roadmap and development strategy - Maintain and regularly update the PatientIQ product documentation and internal wikis - Mentor Customer Success Analysts for your geography in order to support clients effectively - Support PatientIQ sales operations and help identify areas where we can grow our offerings and solve new customer problems - Support and facilitate customer renewals, amendments and new product opportunities in coordination with the sales team

About PatientIQ PatientIQ is a fast-growing healthcare technology company on a mission to improve patient outcomes through smarter, data-driven care. We work with healthcare providers, life sciences organizations, and research institutions to transform clinical insights into action. As we scale, we are investing in strong operational infrastructure to enable consistent, predictable growth across the commercial organization. About The Role The PatientIQ Implementation Lead is a high-impact role responsible for delivering successful enterprise-level customer implementations. As a strategic partner to our clients, you will bridge the gap between Sales and long-term Customer Success, ensuring customers realize maximum value from the PatientIQ platform, network, and services. You will lead complex implementations that integrate PatientIQ into clinical workflows, drive patient enrollment, and accelerate time-to-value. Beyond project delivery, you will mentor implementation team members and contribute to improving internal processes, playbooks, and implementation strategy.   What You'll Do - Own the customer journey from the final stages of the sales cycle through a seamless transition to Customer Success. You are the architect of the implementation roadmap, ensuring a high-velocity path to patient enrollment. - Lead multiple concurrent, high-complexity implementations, balancing competing priorities while maintaining high quality and on-time delivery. - Proactively identify bottlenecks or implementation hurdles that could delay time-to-value. - Lead communication to executive and operational stakeholders, ensuring implementation progress, risks, and impact is communicated clearly internally and at all levels of the customer organization. - Assist Manager of Platform Implementations with process and training documentation and streamlining the Implementation process. - Maintain a source of truth in the CRM and Project Plans, providing detailed visibility into project health for the executive leadership team.

**What You'll Do** **Enterprise Implementation Leadership** - Own end-to-end delivery of enterprise implementations from kickoff through go-live, inclusive of complex EHR (e.g. Epic, Oracle Health/Cerner) integration builds, conversions, and migrations. - Develop and govern comprehensive project plans covering EHR integrations, interface builds, data validation, system configuration, workflow redesign, training, and go-live monitoring. - Establish & maintain clear governance structures, communication cadences, and executive status reporting mechanisms to fit large-scale health system engagements. - Drive achievement of time-to-first-value, user adoption, and other implementation success metrics. **Stakeholder Engagement & Risk and Escalation Management** - Lead communication to executive and operational stakeholders, ensuring implementation progress, risks, and impact is communicated clearly at all levels of customer organization. - Identify and mitigate cross-functional risks across technical, clinical, and operational workstreams, maintaining strong documentation and change management discipline. - Escalate and resolve issues with clarity and urgency, balancing customer experience with internal resource management. - Ensure high customer satisfaction as measured by NPS, CSAT, and long-term expansion readiness. **Startup-Minded Ownership & Continuous Improvement** - Operate with high accountability and a bias toward action in a fast-growing environment. - Think outside the box of traditional project management when necessary to remove obstacles and maintain delivery momentum. - Drive strategic internal initiatives aimed at improving the scalability and efficiency of the implementation process, focusing on scalable frameworks, playbooks, and tools as PatientIQ grows. - Drive internal process improvements informed by KPIs, delivery metrics, and enterprise client feedback.

About PatientIQ PatientIQ is a fast-growing healthcare technology company on a mission to improve patient outcomes through smarter, data-driven care. We work with healthcare providers, life sciences organizations, and research institutions to transform clinical insights into action. As we scale, we are investing in strong operational infrastructure to enable consistent, predictable growth across the commercial organization. About The Role The Implementation Project Manager at PatientIQ is a strategic leader responsible for delivering complex, enterprise-level implementations across large health systems and healthcare organizations. This role owns the full lifecycle of implementation engagements, from executive kickoff through go-live and measurable value realization, ensuring delivery excellence across technical, operational, and organizational dimensions. This individual will lead sophisticated SaaS implementations that frequently include EHR integrations, data migrations, system conversions, and workflow transformation initiatives. The Implementation Project Manager serves as the executive-facing delivery lead, aligning customer stakeholders, EHR partners, and internal cross-functional teams to drive successful outcomes in highly regulated and complex environments. The ideal candidate combines enterprise program leadership with startup agility, bringing structure and rigor while remaining adaptable and solutions-oriented. They take ownership of outcomes and proactively remove obstacles, partnering across teams to ensure delivery success. What You'll Do Enterprise Implementation Leadership - Own end-to-end delivery of enterprise implementations from kickoff through go-live, inclusive of complex EHR (e.g. Epic, Oracle Health/Cerner) integration builds, conversions, and migrations.  - Develop and govern comprehensive project plans covering EHR integrations, interface builds, data validation, system configuration, workflow redesign, training, and go-live monitoring. - Establish & maintain clear governance structures, communication cadences, and executive status reporting mechanisms to fit large-scale health system engagements. - Drive achievement of time-to-first-value, user adoption, and other implementation success metrics. Stakeholder Engagement & Risk and Escalation Management - Lead communication to executive and operational stakeholders, ensuring implementation progress, risks, and impact is communicated clearly at all levels of customer organization. - Identify and mitigate cross-functional risks across technical, clinical, and operational workstreams, maintaining strong documentation and change management discipline. - Escalate and resolve issues with clarity and urgency, balancing customer experience with internal resource management. - Ensure high customer satisfaction as measured by NPS, CSAT, and long-term expansion readiness. Startup-Minded Ownership & Continuous Improvement - Operate with high accountability and a bias toward action in a fast-growing environment. - Think outside the box of traditional project management when necessary to remove obstacles and maintain delivery momentum. - Drive strategic internal initiatives aimed at improving the scalability and efficiency of the implementation process, focusing on scalable frameworks, playbooks, and tools as PatientIQ grows. - Drive internal process improvements informed by KPIs, delivery metrics, and enterprise client feedback.

About PatientIQ PatientIQ is a fast-growing healthcare technology company on a mission to improve patient outcomes through smarter, data-driven care. We work with healthcare providers, life sciences organizations, and research institutions to transform clinical insights into action. As we scale, we are investing in strong operational infrastructure to enable consistent, predictable growth across the commercial organization. Role Overview The PatientIQ Customer Success Manager (CSM) owns the success, retention and growth of PatientIQ clients by helping clients get the most out of the PatientIQ product, network and services. The CSM will serve as the main point of contact post implementation, driving value through helping clients improve data collection, workflow and utilizing the data collected in order to achieve the client's goals. In addition to owning post-implementation customer success and retention across a portfolio of accounts, the CSM serves as a strategic customer advocate, partnering cross-functionally with product and development teams at PatientIQ to share customer feedback and insights that inform ongoing platform improvements. What You’ll Do - Build and maintain long-term relationships with key customer executives, product owners, and others, within a geographic territory - Coordinate, develop, and deliver quarterly business reviews to customers to show progress, value, and growth potential - Maintain a positive geographic territory net revenue retention - Act as the SME on the PatientIQ platform and help our customers leverage our internally developed resources, best practices, and processes to achieve their goals - Work cross-functionally with the implementations team, as well as product and engineering teams to continuously provide feedback on customer needs to inform the future product roadmap and development strategy - Maintain and regularly update the PatientIQ product documentation and internal wikis - Manage Customer Success Analysts for your geography in order to support clients effectively - Support PatientIQ sales operations and help identify areas where we can grow our offerings and solve new customer problems - Support and facilitate customer renewals, amendments and new product opportunities in coordination with the sales team