Radicle Health

• Own the full sales cycle from outbound prospecting to close for mid-market accounts. • Generate pipeline through targeted outreach and execution of ABM campaigns in collaboration with marketing. • Engage multiple stakeholders across executive, clinical, and operational teams to build consensus and urgency. • Follow Radicle’s SPICED sales process with rigor, ensuring high-quality discovery, qualification, and value alignment. • Maintain exceptional CRM hygiene in Salesforce—updating stages, activities, and forecasts daily. • Leverage Gong to review calls, identify deal risks, refine messaging, and coach yourself to higher performance. • Deliver accurate 90-day forecasts with minimal variance. • Stay current on regulatory drivers and trends in healthcare and human services to position Radicle’s solutions effectively.

• Own the successful execution of implementation projects for new and existing customers, ensuring a smooth and timely transition from sales to full product implementation. • Collaborate with customers to gather requirements and align on the solution design to meet their business objectives. • Serve as a product expert to customers and internal teams, providing consultation on best practice recommendations. • Configure the solution based on client requirements, ensuring that all necessary features and functionality are set up correctly. • Ensure thorough testing of configuration to ensure the system works as expected and resolve any issues that arise. • Identify and resolve any technical issues that arise during the implementation process, collaborating with Product and Engineering teams when necessary.

• Assist in the monthly and quarterly accounting close processes, including preparing analyses of financial information, preparing journal entries and maintaining supporting schedules • Conduct period-over-period variance analyses and provide clear, conclusive explanations for material fluctuations • Maintain balance sheet account reconciliations, including activity review and discrepancy resolution for key areas including prepaids, fixed assets, accrued compensation, general accrued expense accounts to ensure completeness and accuracy • Regularly collaborate with other departments and stakeholders to research, resolve and communicate findings on accounting-related questions regarding business transactions and other non-routine matters • Oversee full cycle accounts payable, including invoice processing, coding, approvals, and payments • Ensure timely and accurate vendor payments while maintaining strong vendor relationships • Monitor AP aging and resolve discrepancies or issues proactively • Assist with financial reporting and support internal and external audits • Ensure compliance with company policies and accounting standards • Identify and implement process improvements to increase efficiency and accuracy

• Own the financial forecast and budgeting process, including long-range planning, scenario modeling, and underlying models; track performance against targets and address variances to keep the company on track • Oversee monthly reporting packages and variance analysis across income statements, balance sheets, and cash flow statements, ensuring accuracy and timeliness • Prepare and present financial reporting packages for executive leadership and the board, translating complex financial data into clear strategic narratives • Conduct financial analysis to identify trends, opportunities, and risks, delivering actionable insights to senior leadership • Partner with senior leadership on capital allocation and strategic investment decisions, providing the financial rigor and scenario analysis needed to deploy resources effectively • Provide leadership, mentorship, and development to the FP&A team, ensuring they achieve their goals and grow professionally • Partner with Accounting to align on the close process, ensure accurate actuals handoff, and continuously improve the speed and quality of financial reporting • Serve as a strategic finance partner to Operations, Sales, and Marketing - embedding financial transparency, improving forecast accuracy, and driving measurable ROI across business units • Collaborate with Revenue Operations and Customer Success to surface customer trends that sharpen forecast accuracy and proactively flag risks and opportunities

• Build and launch email campaigns, workflows, and nurture programs in HubSpot • Own daily execution inside HubSpot, including workflows, lists, campaign QA, and performance tracking • Support always-on and trigger-based campaigns across ICP segments • Actively monitor and act on Clay signals daily (intent, engagement, behavioral triggers) • Route high-priority Tier 1 signals to Sales in real time • Trigger and manage follow-up workflows in HubSpot based on signal activity • Launch and optimize Tier 2 signal-based nurture campaigns • Own performance across the lead → meeting → held funnel • Identify drop-offs and implement improvements to increase booking and conversion rates • Support initiatives to improve meeting conversion and pipeline efficiency • Ensure leads, meetings, and campaigns are properly tracked across HubSpot and Salesforce • Maintain clean data and consistent campaign attribution (source, campaign, lifecycle stage) • Support marketing → sales handoff workflows and follow-up processes • Build and manage pre- and post-event email workflows in HubSpot • Ensure proper routing, follow-up, and attribution for event-driven leads • Support campaign execution tied to webinars, field events, and executive programs

• Define and implement a company-wide support strategy and vision, with a focus on scalability, efficiency, and customer experience. • Standardize and operationalize support workflows across teams (triage, escalation, incident management, and knowledge management). • Establish strong, structured partnerships with Engineering and Product to improve issue resolution, root cause analysis, and feedback loops. • Drive adoption of new tools, automation, and AI technologies to scale support operations and reduce manual effort. • Build a metrics-driven support organization, defining and tracking KPIs (e.g., SLAs, resolution time, CSAT, ticket deflection). • Develop and maintain internal and external knowledge systems to enable self-service and team efficiency.

• Conduct ongoing risk reviews and maintain an up-to-date risk register • Support risk assessments across critical business processes and systems • Partner with stakeholders to develop and track risk mitigation plans through resolution • Assist in building risk metrics and reporting for executive-level visibility • Monitor adherence to relevant regulatory frameworks and internal controls • Support audit readiness by coordinating evidence collection and documentation • Partner with cross-functional teams to ensure successful audit outcomes with no material findings • Review and update GRC-related policies on a regular cadence • Support or lead compliance and security training initiatives • Develop and distribute awareness materials on key compliance topics • Maintain accurate and secure documentation for audits, investigations, and post-incident reviews

• Own the successful execution of implementation projects for new and existing customers, ensuring a smooth and timely transition from sales to full product implementation. • Collaborate with customers to gather requirements and align on the solution design to meet their business objectives. • Serve as a product expert to customers and internal teams, providing consultation on best practice recommendations. • Configure the solution based on client requirements, ensuring that all necessary features and functionality are set up correctly. • Ensure thorough testing of configuration to ensure the system works as expected and resolve any issues that arise. • Identify and resolve any technical issues that arise during the implementation process, collaborating with Product and Engineering teams when necessary. • Define, maintain, and track project timelines to ensure on-time, in-scope, and under-budget implementations. • Maintain clear project documentation and updates to keep all teams aligned with status, progress, and outcomes. • Work closely with the Customer Success, Product, and Sales teams to ensure seamless communication and alignment during the implementation process.

• Develop and manage customer advocacy and referral programs • Source and coordinate customer stories, quotes, and proof points • Support creation of ROI-backed case studies and customer evidence • Maintain a consistent cadence of customer communications • Partner with Product, Sales, and CX to activate customer proof throughout GTM

• Connect product innovation to customer impact by driving product positioning and go-to-market strategy. • Develop messaging for Radicle’s products and collaborate with Product, Sales, Customer Success, and Marketing teams. • Turn market insights into actionable campaigns that drive adoption and engagement. • Monitor campaign performance and provide actionable insights; optimize strategies to improve retention and conversion metrics.