Smarter Technologies

• Manage a daily queue of chart requests that require logging into EHR (Electronic Health Record) systems and retrieving the necessary clinical information requested from the stakeholder team. • Ensure that retrieved documents are of high quality, include necessary meta-data, and are readily available for teams to leverage in support of our members. • Support the manager and internal teams in additional tasks that may include, but are not limited to, requesting EHR access for other team members, managing disenrollments from EHRs, tracking progress toward completion goals. • Maintain professionalism and respect the privacy of the individuals in the requests. This role has direct access to PHI and therefore must be diligent in maintaining the confidentiality of the members following HIPAA guidelines. • Perform other duties as assigned.

• Answer a high volume of calls a day using a multi-line phone. (80+ calls/day) • Schedule appointments for multiple clinical sites according to client-specific protocols. • Gather & input patient demographic and insurance information into the practice management system. • Report complex clinical issues to the appropriate supervisor/client partner. • Document call activity, outcomes, and other notes as needed in the client system. • Work collaboratively with colleagues to meet the goals and objectives of the department. • Assist callers and navigate them to the appropriate resources. • Must meet all attendance and performance standards.

• Architect the initial dbt project structure and establish modeling patterns for our EHR integration layer. • Design and build foundational data models that normalize and standardize data from diverse EHR systems (Epic, Cerner, NextGen, etc.). • Establish data quality frameworks, testing strategies, and observability patterns for the EHR integration layer. • Create reusable transformation patterns and documentation that enable rapid integration of new EHR data sources. • Collaborate with product and engineering teams to define data contracts and specifications for the EHR layer. • Build resilient data pipelines that handle the complexities of healthcare data (HL7, FHIR, proprietary formats).

Smarter Technologies is the automation and insight platform for healthcare efficiency. As a leading AI-powered revenue cycle management (RCM) platform, we combine proprietary agentic agents, human-in-the-loop AI agents, clinical ontology, and global financial and administrative services. Our comprehensive platform empowers healthcare organizations to automate the entirety of their administrative and financial workflows—driving operational optimization, reducing costs, and enabling better patient experiences. Role We're looking for a Staff Data Engineer to architect and build our EHR integration layer from the ground up. This is a foundational role where you'll establish the initial dbt project structure, data models, and transformation patterns that will power how we integrate and standardize Electronic Health Record data across diverse healthcare systems. You'll join a dynamic, cross-functional team at the heart of our product strategy, with the unique opportunity to make architectural decisions that will shape our EHR data platform for years to come. This greenfield project gives you the freedom to design scalable, resilient data infrastructure leveraging AWS, Temporal, dbt, Snowflake and Postgres from day one. Your work will establish the foundation for next-generation AI solutions built on clean, standardized healthcare data. What You'll Do - Architect the initial dbt project structure and establish modeling patterns for our EHR integration layer. - Design and build foundational data models that normalize and standardize data from diverse EHR systems (Epic, Cerner, NextGen, etc.). - Establish data quality frameworks, testing strategies, and observability patterns for the EHR integration layer. - Create reusable transformation patterns and documentation that enable rapid integration of new EHR data sources. - Collaborate with product and engineering teams to define data contracts and specifications for the EHR layer. - Build resilient data pipelines that handle the complexities of healthcare data (HL7, FHIR, proprietary formats). What You Bring - 5+ years of data engineering development experience with a focus on cloud-based data pipelines and infrastructure. - Strong experience architecting greenfield data platforms and establishing foundational patterns. - Expertise with dbt, including project architecture, macros, testing strategies, and documentation. - Deep expertise in SQL and data modeling (dimensional modeling, normalization strategies). - Experience with healthcare data standards (HL7, FHIR, X12) is a strong plus. - Expertise in relational and columnar databases (Snowflake, Postgres). - Experience with data orchestration tools (Airflow, Dagster, Temporal, etc). - Excellent communication and documentation skills - you'll be establishing patterns others will follow. - Bachelor's or Master's in Computer Science, Engineering, or a related field, or equivalent experience. Nice To Haves - Experience at a scale-up, or rapid growth, technology company - Experience working in the healthcare industry involving billing/claims data - Experience with Snowflake - Experience with Terraform or OpenTofu - Experience with monitoring tools (HyperDX) Our Tech Stack - Databases: Snowflake (primary), Postgres - Cloud Infrastructure: AWS (S3), Temporal - Languages: SQL, Python, dbt Required Technical Exercise - submissions without this component will not be considered: - Please spend no more than 20 minutes completing a quick coding exercise by following the instructions here. California Salary Range $230,000—$280,000 USD

• Design and implement internal tools, workflows, and infrastructure that improve the developer experience across the company. • Improve our monorepo tooling, CI/CD pipelines, build systems, and documentation. • Help evolve our development environment for AI-assisted coding and agentic workflows. • Act as a developer advocate within the engineering organization. Run internal training, write documentation, and help teams adopt new tools and workflows. • Work across infrastructure and platform layers, including CI/CD pipelines, build tooling, Kubernetes environments, and infrastructure automation. • Define and extend your own scope. We move quickly and value engineers who proactively identify problems and build solutions that raise the engineering bar.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We’re looking for a Staff Software Engineer, Developer Experience (DevEx) to join our Core Engineering team. In this role, your primary customers are other engineers. You’ll design and build the tools, workflows, and platform capabilities that enable our teams to ship quickly and confidently. This role blends software engineering, platform engineering, and developer advocacy. You’ll help shape how engineers work inside our monorepo, improve build and CI/CD systems, and define best practices for both humans and AI-assisted development. You’ll join a highly collaborative team of senior and staff engineers working on a modern platform designed for humans and AI agents to collaborate. What You’ll Do - Build the Developer Platform: Design and implement internal tools, workflows, and infrastructure that improve the developer experience across the company. - Own the DevEx Ecosystem: Improve our monorepo tooling, CI/CD pipelines, build systems, and documentation. - Design for Humans and AI: Help evolve our development environment for AI-assisted coding and agentic workflows. - Enable and Educate Engineers: Act as a developer advocate within the engineering organization. - Drive Platform Improvements: Work across infrastructure and platform layers, including CI/CD pipelines, build tooling, Kubernetes environments, and infrastructure automation. - Lead with Ownership: Define and extend your own scope, proactively identify problems and build solutions. Qualifications - Strong software engineering fundamentals and experience building production systems. - Passion for developer experience and internal tooling. - Experience building or improving developer platforms, build systems, or internal tools. - Familiarity with CI/CD systems such as GitHub Actions, GitLab CI, or similar. - Experience with cloud infrastructure and platform tooling (e.g., Kubernetes, Terraform, containerized environments). - Experience working in or contributing to large codebases or monorepos (tools like Bazel, Buck, Pants, etc. are a plus). - Strong written and verbal communication skills. What Sets You Apart - You think of engineers as your customers. - You enjoy teaching, mentoring, and enabling other engineers. - You actively incorporate AI-assisted development into your workflow. - You have experience improving developer workflows, build systems, or CI/CD pipelines. - You’re comfortable working across the stack—from infrastructure and tooling to application code when needed. - You thrive in fast-moving environments with high ownership and autonomy. Our Engineering Environment - Python-first backend ecosystem - Some TypeScript services and frontends - Monorepo-based development workflow - CI/CD pipelines built around modern automation - Infrastructure managed with Kubernetes and Terraform - Increasing adoption of AI-assisted and agentic development workflows Required Technical Exercise Please spend no more than 20 minutes completing a quick coding exercise by following the instructions here. California Salary Range $230,000 — $280,000 USD

• Own the full renewal lifecycle for assigned accounts. • Design renewal and retention processes and strategy. • Develop proactive retention strategies. • Lead renewal negotiations and secure multi-year agreements where appropriate. • Maintain accurate renewal forecasting and pipeline visibility. • Serve as primary strategic partner for renewal-stage clients. • Conduct business reviews and value discussions with senior healthcare leaders. • Align Union’s offerings with evolving client priorities. • Clearly articulate and quantify membership impact and ROI. • Prepare executive-ready renewal materials and engagement summaries. • Identify and pursue upsell, cross-sell, and expansion opportunities. • Partner with research and leadership to reflect client needs in content and product evolution. • Contribute to retention strategy, pricing discussions, and growth planning. • Track and report on retention metrics and revenue performance.

About Union Healthcare Insight Union Healthcare Insight is a researcher-founded, researcher-led membership organization delivering independent, curated insight on what is moving — and will move — healthcare. We equip healthcare leaders with objective analysis across strategy, sectors, and market dynamics to support confident decision-making and meaningful organizational impact. About Union Healthcare Insight Union Healthcare Insight is a researcher-founded, researcher-led membership organization delivering independent, curated insight on what is moving — and will move — healthcare. We equip healthcare leaders with objective analysis across strategy, sectors, and market dynamics to support confident decision-making and meaningful organizational impact. About the Role We are seeking a strategic and commercially astute leader to join our team as Managing Director of Client Renewals. This role is responsible for owning and executing Union Healthcare Insight’s client retention and renewal strategy across a defined portfolio of member organizations and will report to the Vice President of Client Services. As a senior member of the team, you will serve as a trusted advisor to healthcare executives, ensuring our members not only renew but deepen their engagement and expand their partnership over time. You will lead value-based renewal conversations, proactively manage retention risk, and drive measurable revenue outcomes. You will collaborate closely with research leadership, sales, and operations to ensure a cohesive and differentiated member experience. The ideal candidate brings executive presence, analytical rigor, and a bias toward action — along with the ability to navigate ambiguity in a fast-moving, researcher-led organization. Key Responsibilities Renewal & Retention Leadership - Own the full renewal lifecycle for assigned accounts. - Design renewal and retention processes and strategy. - Develop proactive retention strategies. - Lead renewal negotiations and secure multi-year agreements where appropriate. - Maintain accurate renewal forecasting and pipeline visibility. Executive Relationship Management - Serve as primary strategic partner for renewal-stage clients. - Conduct business reviews and value discussions with senior healthcare leaders. - Align Union’s offerings with evolving client priorities. Value Communication & Growth - Clearly articulate and quantify membership impact and ROI. - Prepare executive-ready renewal materials and engagement summaries. - Identify and pursue upsell, cross-sell, and expansion opportunities. Cross-Functional & Strategic Contribution - Partner with research and leadership to reflect client needs in content and product evolution. - Contribute to retention strategy, pricing discussions, and growth planning. - Track and report on retention metrics and revenue performance. About You - 7+ years of experience in client renewals, strategic account management, partnerships, or advisory services (healthcare experience strongly preferred). - Proven ability to engage C-suite stakeholders and lead sophisticated renewal discussions. - Strong commercial acumen with experience managing revenue targets and forecasting. - Analytical and data-informed, able to translate engagement metrics into strategy. - Clear, compelling communicator with executive presence. - Proactive, organized, and comfortable managing multiple priorities in a dynamic environment. - Collaborative and mission-driven, with a strong interest in healthcare strategy and market trends. - Willingness to travel up to 30% of the time Compensation, Benefits & More - Competitive base salary (range and leveling to be finalized based on experience and location) - Direct impact on a product family that attacks a $250B+ industry problem - Fully remote role within the United States - Flexible time off - Comprehensive health benefits, including medical, dental, and vision coverage California Salary Range $130,000—$185,000 USD

• Define and own the end-to-end CX delivery operating model across all phases: Account Mobilization/Kick-off, Design, Build, Test, Go-live/Hypercare, and Support, working closely with CX Leads and team members. • Establish and maintain CX standards, delivery methodologies, readiness criteria, and quality phase gates. • Govern adherence to the operating model while enabling flexibility for client-specific complexity. • Act as the owner of “how delivery works” across Product & Solutions delivery motions. • Design, manage, and optimize core CX operational workflows including onboarding, delivery execution, handoffs, escalations, and steady-state operations. • Ensure operational consistency across delivery pods, teams, and client segments. • Partner with Delivery Executives and Technical leadership to proactively identify delivery friction, systemic risks, and root causes impacting time-to-value. • Drive continuous improvement across CX workflows using structured problem-solving and data-backed analysis. • Own Automation & Operational technology deployments to identify and deploy automation opportunities that improve efficiency, quality, and scalability. • Champion an automation-first, systems-oriented mindset that reduces cost-to-deliver while increasing delivery confidence. • Define CX operational KPIs and success metrics aligned to business outcomes, client value, and delivery predictability. • Own delivery health reporting, dashboards, and executive-level insights. • Ensure CX Ops moves the organization from anecdotal delivery feedback to consistent, data-driven decision-making. • Surface early warning signals, trends, and systemic issues with clear recommendations for action. • Own the CX risk management and escalation framework, including triggers, severity definitions, and mitigation playbooks. • Serve as a senior escalation point for complex, cross-functional delivery challenges. • Lead root cause analysis and ensure learnings result in durable fixes to the operating model, not one-off solutions. • Act as the connective tissue between CX, Product, Engineering, Support, Finance, and Corporate Operations. • Ensure clean ownership, expectations, and handoffs across teams throughout the client lifecycle. • Align CX Ops priorities with enterprise initiatives, platform evolution, and organizational change. • Build, lead, and develop the CX Operations team, including enablement, insights, governance, and operational excellence roles. • Establish a strong CX Ops operating rhythm that reinforces accountability, learning, and continuous improvement. • Serve as a trusted partner to executive leadership on delivery health, scale readiness, and operational risk.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are seeking a highly analytical and collaborative professional to join our team as a Healthcare Research and Strategy Consultant. In this role, you will analyze industry trends, develop actionable insights, and collaborate with healthcare executives to address complex challenges. - Analyze healthcare industry trends, competitive dynamics, and market forces. - Generate strategic insights to support healthcare executives in decision-making. - Synthesize research findings into clear, actionable, data-driven recommendations. - Help clients navigate complex challenges in the healthcare sector. - Produce high-quality reports, presentations, and data visualizations. - Effectively communicate research insights to internal and external stakeholders. - Present research findings and strategic recommendations to clients virtually or onsite. - Ensure insights lead to meaningful and actionable outcomes for clients. - Collaborate with healthcare executives, industry leaders, and internal teams to refine research focus areas. - Validate insights through engagement with subject matter experts (SMEs). - Support efforts to sell, renew, and expand client relationships as needed. Qualifications - Passionate about the healthcare industry with at least four years of experience in healthcare strategy, policy, and/or economics topics. - Comfortable working with both qualitative and quantitative research methods. - Strong verbal communicator who can translate complex research into actionable recommendations for diverse audiences. - Skilled writer and editor capable of crafting compelling narratives and refining others’ work for clarity and flow. - Collaborative by nature, with the ability to engage effectively with clients, executives, and internal teams. - Organized and detail-oriented, capable of managing multiple priorities in a dynamic environment. - Team-oriented and willing to contribute across a variety of projects and topic areas. Requirements - Salary: Base range is $120,000 – $160,000, with additional variable compensation opportunities. - Benefits: Health, dental, 401(k) matching, and unlimited paid time off (with advance notification and manager approval). - Work Setting: Union currently operates as a fully remote organization with no company offices. The role is considered hybrid and may involve occasional travel for internal or client-facing meetings. - The majority of work will be conducted virtually from your home. The company will provide a laptop computer, to be returned in the event of resignation or termination. - Incidental office supplies and expenses may be expensed to the company with manager approval. Benefits - Health, dental, 401(k) matching, and unlimited paid time off (with advance notification and manager approval).