Rectangle Health

• Become a subject matter expert on healthcare payments and challenges medical and dental practices face in collecting patient payments. • Prospect in-person and virtually to healthcare practice office managers and doctors to articulate our value population, connecting our solutions to their business needs. • Connect with dental associations, chamber of commerce and other community groups and businesses to build a strong pipeline of lead referrals. • Leverage CRM data and tools to help prospect and prioritize interested practices, successfully managing a pipeline to consistency reach sales initiatives. • Collaborate with Sales Directors and fellow Practice Consultants on best practices, competitive and market intelligence. • Truly “own” your territory, using data, tools, and sales support to manage daily and weekly game plans to maximize selling opportunities.

• Build and Maintain Relationships with Enterprise Clients: Cultivate and sustain strong, long-term relationships with key stakeholders at strategic accounts, serving as the primary point of contact for all customer needs and inquiries. • Understand Client Needs and Identify Revenue Growth Opportunities: Gain a deep understanding of each client’s business, goals, and pain points to identify upsell, cross-sell, and other revenue growth opportunities. Effectively transition these opportunities to the sales team for further pursuit. • Monitor and Manage Client Accounts: Regularly track and monitor client accounts to ensure optimal performance, including monitoring key metrics such as Monthly Recurring Revenue (MRR), transaction volumes, and processing amounts. Address any issues proactively to reduce churn and increase client retention. • Collaborate with Internal Teams: Work closely with cross-functional teams (Sales, Product, Operations, etc.) to ensure seamless onboarding, implementation, and delivery of services. Serve as the internal advocate for each client, ensuring that all teams are aligned with client needs and expectations. • Customer Retention and Churn Reduction: Work proactively to ensure client satisfaction and reduce churn by addressing client concerns, recommending solutions, and offering ongoing support. Create a consistent, positive experience that fosters long-term loyalty. • Traffic Control and Project Management: Act as the traffic controller for your assigned accounts—managing the flow of information and ensuring smooth communication across teams. Balance the needs of multiple clients while ensuring timely delivery of services and solutions. • Provide Ongoing Client Support: Continuously engage with clients to help them maximize the value of our solutions. Provide timely updates and insights on product utilization, offering recommendations to enhance their experience. • Gather and Analyze Client Feedback: Collect client feedback to understand their experience and needs better. Share valuable insights with the product and development teams to drive continuous product improvement. • Track and Analyze Data: Use CRM tools (e.g., Salesforce) to manage client activity, track performance metrics, and identify trends in client behavior. Provide regular reports on account health, including metrics like MRR, transaction volumes, and retention rates.

• Own the configuration, administration, and optimization of HubSpot Marketing Hub and HubSpot Ops Hub. • Maintain and improve system integrations between HubSpot, Salesforce, ZoomInfo MarketingOS, Sendoso, RingLead, Clay, and other GTM tools. • Ensure database integrity, hygiene, and governance across all platforms. • Evaluate new tools and enhancements to improve execution, automation, and analytics. • Build, test, and launch workflows, automations, nurture programs, and lifecycle processes in HubSpot. • Manage email operations including segmentation, scoring, deliverability, and performance analysis. • Support campaign execution by setting up tracking, UTM frameworks, lead routing, and reporting. • Oversee lead lifecycle stages and lead scoring models. • Partner with Sales Operations to ensure accurate, timely routing and conversion tracking. • Monitor funnel performance, diagnose friction points, and recommend continuous improvements. • Build and maintain dashboards and reporting across HubSpot and Salesforce. • Analyze marketing performance, pipeline impact, and operational KPIs to provide actionable insights. • Ensure accurate campaign attribution and alignment with sales reporting. • Work closely with Marketing, Sales Ops, RevOps, and Customer Success to align processes and shared data. • Serve as the primary point of contact for marketing system questions, troubleshooting, and enablement.