PerfectServe

• Execute manual test cases • Document defects clearly • Write automation scripts • Apply API testing tools • Integrate tests in CI/CD • Understand system under test • Execute assigned test plans • Write own test plans • Manage test coverage • Manage QA environment integrity • Follow test standards • Ensure HIPAA test coverage • Participate in ceremonies • Partner with dev engineers • Collaborate with product team • Report defect status • Communicate test results • Write test documentation • Learn QA best practices • Understand release goals • Contribute to QA planning

• Implement custom, elegant workflow designs to best meet the need of our customers and help better streamline all clinical communications. • Engage & build fast rapport with customers, such as Practice Managers and Providers. • Build users, schedules and workflow rules within the PerfectServe platform. • Provide technical support, occasionally onsite, and make the appropriate user application adjustments during new customer go lives. • Monitor and make the necessary user and schedule application changes for PerfectServe’s synced applications. • Execute testing protocols. • Contribute to configuration standards best practices and • Execute the company’s configuration quality assurance • Serve as lead consultant for all types of outpatient projects • Work with physician offices to understand their communication requirements and apply PerfectServe’s technology in ways that deliver the best possible outcome for them • Configure workflow solutions • Conduct practitioner, practice manager and support staff training • Execute regular quality audits (design and configuration) • Provide remote go-live support • Manage account stages in SFDC and SmartSheet

Role Description We are seeking Support Specialists to join our 24/7/365 support team. Specialists will be responsible for: - Supporting and delighting PerfectServe’s end users - physicians, nurses, and system administrators. - General user account management. - End-user education. - On-call schedule management. - Mobile and web interface assistance. - Application builds and revisions. - Application troubleshooting. Qualifications - Willingness and excitement to work evenings or overnights and/or weekends. - Strong technical aptitude. - Excellent written and verbal communication skills. - Excellent analytical and troubleshooting skills. - Ability to work in a fast-paced environment and successfully prioritize competing tasks. - High customer empathy and exceptional customer service skills. - Access to high-speed internet. - Able to start on August 24, 2026. Requirements - 100% attendance during the first 60 days of employment, specifically during the training and nesting period. - Located within the United States. Benefits - Remote first work environment. - Health, Dental, Vision, Life, and Disability Insurance options available from day one. - 401K with match and immediately vested. - 17 company holidays, 2 floating holidays plus a competitive paid time off policy. - Internal Advancement Opportunities.

• Own the planning cadence, QBRs, roadmap, and the campaign and content intake and traffic system. • Manage dependencies across pillars so the creation-to-conversion handoff and the content queue actually move. • Own the martech and process backbone: Salesforce and Pardot administration in partnership with RevOps (only owning the marketing specific workflows) • Own the attribution model’s plumbing so the pipeline story is clean enough for a board or a data room. • Support the rollout of AI and agentic workflows across the team; define the playbooks, drive adoption, and track hours saved. • Identify opportunities for leveraging AI for scale. • Run delivery for the big cross-functional programs: the AI-first repositioning and exit readiness.

• Own performance, usability, and consistency across campaigns, landing pages, forms, and conversion paths. • Build, maintain, and optimize pages; translate briefs and wireframes into responsive, accessible, high-performing experiences. • Manage CMS infrastructure, component libraries, and site governance. • Continuously improve site speed, schema, crawlability, and site health. • Report out to the marketing team and stakeholders the performance of the site, trends, testing roadmap and results from tests. • Run a disciplined experimentation program across landing pages, forms, CTAs, and flows. • Design and execute A/B and multivariate tests; turn behavior and performance data into prioritized changes. • Improve conversion across the buyer journey, from first visit through sales handoff, in partnership with Performance and Revenue Operations. • Optimize structure, metadata, and content hierarchy for traditional search and AI-driven discovery. • Partner with content and product marketing so pages are structured for clarity, semantic relevance, and machine-readability. • Own tracking, tagging, and instrumentation on the web properties so conversion data is trustworthy. • Monitor site performance, surface trends and issues early, and report what’s working.

• Own the demand-created number across acute and non-acute, with non-acute growth as the headline. • Set where we play and what we say by segment, and make sure campaigns reflect real market intelligence. • Lead and develop the segment owners and product marketing. • Through Product Marketing, own the platform story, launches, competitive positioning, and roadmap feedback across all product lines. • Co-own the external AI-first positioning with Corporate Communications. • Own cross-sell demand into the existing customer base through the Demand Gen Managers, in partnership with Customer Success who runs the outreach. • Through the Sales Enablement & Field Marketing Manager, own enterprise deal enablement, event execution, and the referral and advocacy engine. • Define qualified demand with Performance and Sales so the creation-to-conversion handoff is clean and measured.

• Define and drive architectural decisions that span multiple teams and services, balancing long-term sustainability with near-term delivery needs. • Identify and resolve high-priority technical risks, bottlenecks, and systemic issues across the platform before they become production problems. • Own the technical direction of cross-team initiatives from inception through delivery, including design documentation, stakeholder alignment, and implementation. • Establish and champion engineering standards, patterns, and best practices that improve consistency, reliability, and developer productivity organization-wide. • Contribute production-quality code to critical, high-complexity features and platform services using Python and React. • Lead major refactors and modernization efforts, improving performance, observability, and maintainability of core systems. • Write and review Kubernetes manifests, Helm charts, and CI/CD pipeline configurations (Jenkins, ArgoCD) to support reliable, repeatable deployments. • Implement and promote automated testing strategies — unit, integration, and end-to-end — that maintain confidence in a fast-moving codebase. • Serve as a technical mentor and thought partner to senior and intermediate engineers, helping them grow through code reviews, design discussions, and informal coaching. • Lead internal tech talks, brown bags, and documentation efforts to disseminate technical knowledge across the organization. • Participate actively in the engineering hiring process, including technical interviews and calibration, helping raise the quality of the team. • Model the behaviors of a high-trust, high-ownership engineering culture: bias for action, direct communication, and shared accountability for outcomes. • Partner with Product Owners and QA leads to shape roadmap priorities through a technical lens, identifying dependencies and sequencing work for maximum impact. • Communicate complex technical tradeoffs clearly to non-technical stakeholders, including engineering leadership and product management. • Collaborate with DevOps and platform teams to improve infrastructure automation, observability tooling, and cloud resource efficiency on AWS. • Represent engineering in cross-functional planning forums, contributing to roadmap shaping, capacity planning, and technical risk discussions.

• Own the lead lifecycle from marketing-accepted lead through demo requested, across both the high-velocity and the enterprise motions. • Design and run nurture programs and journeys by segment and stage that move leads toward a demo, partnering with content and product marketing for the assets. • Own segmentation, send strategy, and sequencing across email and lifecycle channels. • Manage email deliverability, sending reputation, and list health, in partnership with revenue operations on the underlying data. • Define and maintain lead scoring and stage definitions with revenue operations and sales, so MAL and Demo Requested mean the same thing to everyone. • Re-engage dormant and not-yet-ready leads rather than letting them go cold. • Own ABM programs against named target accounts, concentrated on the enterprise and acute motion. • Build and run coordinated, multi-channel account plays — email, web personalization (with the website owner), paid (with the agency), and sales outreach — that move accounts toward a demo. • Partner with the segment demand-generation owners, who set the target accounts and the messaging; you own the orchestration and the plays. • Coordinate closely with SDRs and AEs so marketing and sales plays are sequenced, not duplicated. • Operationalize intent and engagement signals (for example, from 6sense) into timely plays, using the enriched data revenue operations provides rather than owning the enrichment itself. • Measure at the account level: engagement, pipeline influenced, and demos generated. • Own the MAL-to-Demo-Requested conversion rate as the role’s primary metric. • Partner with the Website Experience & Conversion Manager on the landing pages and forms your programs drive to, so the journey stays continuous from email to page to conversion. • Find and remove friction in the path from first marketing touch to demo request. • Continuously test subject lines, offers, sequences, and play design, and act on what the data shows.

• Own and maintain the company's rolling forecast model, including revenue, headcount, and operating expense • Lead quarterly reforecast cycles in coordination with department heads, consolidating inputs and surfacing key variances versus budget and prior forecast • Support the annual operating plan process, including departmental build-ups, scenario modeling, and executive review presentations • Prepare monthly and quarterly financial packages for internal leadership and external stakeholders (board, PE sponsor) • Develop and maintain SaaS KPI reporting: ARR, NRR/GRR, bookings, pipeline, go-live trends, and churn • Calculate and maintain customer-level ARR tracking, including new logo ARR, expansions, contractions, and churn; serve as the Finance owner of ARR data integrity across systems • Build and maintain variance analysis with clear narrative bridging actuals to budget and forecast • Automate and improve recurring reporting workflows to reduce manual effort and improve accuracy • Serve as a finance partner to multiple functional areas • Translate financial data into actionable insights for operational leaders with varying levels of finance literacy • Support department heads through headcount planning, quota and commission modeling, and budget management • Build scenario and sensitivity models to support strategic decisions (pricing, go-to-market investments, M&A diligence support) • Contribute to board and investor materials, including financial slides, KPI commentary, and executive summaries • Assist with ASC 606 revenue recognition reporting and bookings-to-revenue pipeline analysis as needed

• Lead assigned workstreams within large-scale enterprise implementations, ensuring deliverables are completed on schedule and aligned with project goals. • Coordinate with cross-functional teams to ensure smooth execution across complex environments. • Support planning and execution of enterprise go-live events, serving as a primary point of contact for designated functional areas. • Provide workflow consulting for physician, clinical, and operational teams. • Educate and register physicians for PerfectServe programs, designing elegant solutions that meet the system level standards established. • Provide consultation support to physicians with call workflow configuration into the PerfectServe system. • Develop training programs tailored to large health system audiences. • Educate new clinical users at the hospital pre and post go-live. • Configure advanced workflows within complex multi-facility systems. • Work with third party systems to integrate solutions into the PerfectServe system. • Conduct testing across devices, platforms, and integrated technologies. • Become trained across multiple PerfectServe platforms based on project needs. • Rapidly acquire new product knowledge for enterprise implementations. • Any other duties as needed to effectively perform the position.