TeamBuilder

• Forecasting model ownership • Build and iterate production grade demand and volume forecasts • Evaluate models with backtesting and real-world performance • Maintain stability with retraining, drift monitoring, and failure handling • Improve models based on operational outcomes • Define input data contracts for optimization models including capacity, constraints, and demand • Transform raw data into model-ready features and constraints • Validate solver outputs and identify infeasibility, constraint conflicts, and scaling issues • Trace issues back to data assumptions and constraint design • Convert outputs into usable schedules and recommendations • Compare model output to operational reality and explain gaps • Run scenario analyses under different constraints • Improve pipelines that support forecasting and optimization quality • Test assumptions against real-world variation • Explain models and outputs to non-technical users including operators and clients • Translate tradeoffs between accuracy, feasibility, and constraints • Deliver clear recommendations tied to business outcomes • Participate in client conversations and defend model behavior

• Support the execution of client implementations and ensure operational excellence across our PMO • Own project administration, coordination, and follow-through across multiple client engagements • Maintain and manage project plans in Asana (milestones, tasks, dependencies) • Prepare meeting agendas, capture notes, and distribute recaps • Track action items and ensure timely follow-up across stakeholders • Maintain RAID logs (risks, issues, actions, dependencies) • Prepare status reports and internal updates • Ensure documentation is complete, accurate, and up to date • Coordinate client-facing follow-ups and next steps • Track outstanding deliverables and proactively follow up • Support training logistics and completion tracking • Maintain client-facing documentation and timelines • Draft client communications and status updates • Monitor project health, risks, and timelines • Compile risks and support mitigation planning • Assist with internal coordination across data, product, and CS teams • Support end-user rollout readiness and communication • Learn TeamBuilder implementation processes; fully own admin, tracking, and coordination • Begin leading portions of implementations (workstreams, smaller clients, or phases) • Progress to independently owning smaller implementations end-to-end • Take on more complex projects with increasing autonomy

• Design, develop, and maintain scalable and robust integrations between TeamBuilder and customer EHR systems (such as EPIC, Cerner, etc.). • Troubleshoot integration issues and provide timely resolutions to ensure uninterrupted data flow and system interoperability. • Design and develop sophisticated REST API platforms ensuring comprehensive system integration. • Analyze service and application performance using various programming languages, tools, and techniques focused on integration. • Conduct thorough testing and validation of EHR integrations. • Develop and maintain automated testing frameworks and CI/CD pipelines tailored for integrated systems. • Create documentation to support integration processes and workflows. • Guide non-technical users in applying integrated software and hardware systems most effectively and efficiently. • Support applications with an understanding of system integration, test planning, scripting, and troubleshooting. • Communicate project status, issues, feedback, ideas, to various teams. • Be proactive in communication with team members and clients.

• Develop and continuously improve QA processes • Establish testing standards and best practices • Create risk-based testing approaches • Drive quality metrics and reporting • Improve release confidence and production stability • Create detailed test plans and test cases • Perform exploratory testing • Execute regression testing • Validate complex business workflows • Reproduce and document defects clearly • Design and implement automated testing frameworks • Build and maintain UI automation suites • Build and maintain API automation suites • Integrate automated testing into CI/CD pipelines • Monitor and improve automation coverage and reliability • Test REST APIs using tools such as Postman • Validate authentication, authorization, and error handling • Create automated API regression suites • Analyze API logs and payloads • Validate application data against underlying databases • Perform data reconciliation between systems • Investigate production issues using SQL • Verify integrations and ETL processes • Build repeatable validation processes • Create and maintain: • Test Plans • QA Processes • Release Validation Checklists • Regression Suites • Status Reports • Defect Documentation • Partner directly with developers during feature delivery • Participate in design and requirements reviews • Drive bug triage discussions • Communicate quality risks clearly to stakeholders

TeamBuilder is a rapidly growing healthcare SaaS company on a mission to transform healthcare with our innovative technology. We believe in empowering our customers through inventive solutions and a commitment to excellence. Our young, rapidly growing team is looking for passionate professionals who thrive in a dynamic, innovative, and collaborative environment. Summary of Role As a Project Manager within our PMO, you will own complex implementation projects while driving strategic PMO initiatives that ensure operational excellence across the customer lifecycle. You will manage full-spectrum, end-to-end product implementations, ensuring synchronization of internal efforts to achieve client requirements and milestones. You’ll collaborate with cross-functional teams—including engineering, data, sales, and third-party vendors—to deliver projects on time, within scope, and in accordance with regulatory standards. You’ll play a key role in defining project scope, goals, deliverables, and timelines, and will drive operational excellence by optimizing processes and proactively identifying opportunities for improvement and scalability. Key Values of all TeamBuilders - Flexibility – Adapt how we work to meet team and customer needs. - Accountability – We own commitments and results, and follow through as a team - Clarity – Communicate expectations, priorities, and decisions clearly. - Transparency – Share decisions, feedback, and context openly and honestly. Key Responsibilities Project Leadership, Delivery & Execution · Lead planning, execution, and delivery of complex SaaS implementations from kickoff through go-live. · Manage multiple projects simultaneously, ensuring alignment with client requirements, timelines, and regulatory standards. · Develop detailed project plans, schedules, and budgets; manage master working plans for all internal activities related to data, configurations, and risk mitigation. · Ensure projects are delivered on time, within scope, and aligned with client requirements and regulatory standards. · Collaborate with cross-functional teams and third-party vendors to ensure seamless coordination and integration. · Serve as the primary point of contact for key clients during implementation, translating business needs into actionable plans. Process Optimization & Operational Excellence · Proactively capture implementation milestones and lessons learned to iterate and provide recommendations for ongoing process improvement. · Support the development and refinement of PMO playbooks and operational guardrails to ensure predictable, repeatable implementations. · Assist with client training through use of our LMS and respond to ongoing user requests/issues. · Ensure LMS is kept up to date with new TeamBuilder features and processes. Stakeholder & Client Management · Establish expectations and communicate project status and milestones to stakeholders through regular reports and meetings. · Serve as a trusted liaison between technical teams, departmental leaders, and client stakeholders, translating business requirements into actionable plans. · Manage client success and key account implementations, driving satisfaction and measurable ROI. Change Management & Adoption · Support change management strategies, including training, communications, and stakeholder engagement, to ensure successful user adoption and minimize disruption. · Contribute to the creation and deployment of scalable training programs, user guides, and documentation for end-users. Ideal Experience and Background · Experience: Project or program management experience in SaaS environments; healthcare SaaS experience strongly preferred (ambulatory experience is a plus but not required). · Skills: Strong background in process optimization; PMO design and scalable implementation models are a plus. · Project Management Frameworks: Demonstrated ability to apply structured project management frameworks · Domain Knowledge: Familiarity with healthcare workflows and SaaS implementations. · Leadership: Ability to influence cross-functional teams and drive strategic initiatives. Culture We foster a collaborative, engaging, mission-driven culture that values innovation and prioritizes customer success. Additional Information · Job Type: Full-time, Exempt, Remote, Travel Required · Compensation: Competitive including paid time off, medical benefits, and the potential for merit and performance bonus, and/or equity options

Join us at the intersection of healthcare operations, analytics, and SaaS technology! TeamBuilder is a rapidly growing healthcare SaaS company on a mission to transform provider operations with our innovative technology. We believe in empowering our customers through inventive solutions and a commitment to excellence. Our young, rapidly growing team is looking for passionate professionals who thrive in a dynamic, innovative, and collaborative environment. Summary of Role The Customer Success Manager (CSM) is the primary point of contact for a portfolio of TeamBuilder customers, ensuring they achieve measurable value and ROI from our platform. The CSM owns the customer success relationship from onboarding through renewal, providing advisory support during implementation to align with success goals and delivering hands-on “how-to” platform training and operating model playbook sessions to drive adoption. Post-go-live, the CSM proactively manages account health, conducts QBRs, and champions customer satisfaction, retention, and growth. This role is highly customer-facing and requires expertise in relationship management, training, change management, data analysis, and operational execution. The CSM partners closely with Sales, Implementation, Product, and Support teams. ***This role is FULLY REMOTE, though you MUST reside within the United States and be legally authorized to work in the United States. Key Values of all TeamBuilders - Flexibility – Adapt how we work to meet team and customer needs. - Accountability – We own commitments and results, and follow through as a team - Clarity – Communicate expectations, priorities, and decisions clearly. - Transparency – Share decisions, feedback, and context openly and honestly. Key Responsibilities Customer Relationship Management & Engagement · Serve as the trusted advisor and main point of contact for assigned customer accounts (Enterprise, SMB, Partner), building strong relationships with medical group leaders, clinical leaders, practice managers, and administrators. · Lead regular check-ins, business reviews (QBRs), and data-driven discussions to ensure customers are achieving their goals and realizing value from TeamBuilder. · Proactively identify risks, address challenges, and surface opportunities for upsell, expansion, or improved adoption. Training & Enablement · Engage early in the customer lifecycle, partnering with Implementation teams to ensure successful onboarding and adoption that lead to ROI, goals achievement, and customer satisfaction. · Partner with Implementation Analysts to lead and deliver in-person and virtual training sessions for super users, managers, and frontline staff during implementation, tailoring content to customer needs and practice realities. · Develop and maintain training materials, user guides, and best practices to support ongoing customer education and enablement · Support change management efforts with managers and schedulers, helping practice managers and staff transition from legacy processes to TeamBuilder’s digital platform. · Support change management efforts with leadership, embedding the TeamBuilder Operating Model playbook in the early phases of Implementation and supporting adoption of it throughout the customer lifecycle. Customer Success & Value Realization · Monitor customer health metrics, usage data, and feedback to ensure customers are on track to achieve desired outcomes. · Monitor customer platform Insights data to identify trends and interesting dynamics that can lead to value creation. · Collaborate with Product and Support teams to resolve issues, advocate for customer needs, and share insights for product improvement. · Drive customer retention and satisfaction by ensuring customers are fully utilizing TeamBuilder’s features and realizing measurable ROI. · Facilitate customer feedback sessions and contribute to the continuous improvement of onboarding, training, and support processes. Operational Excellence & Team Collaboration · Maintain accurate records of customer interactions, account status, and key activities in CRM and Project Management platforms (e.g., Asana). · Contribute to the development and refinement of customer success playbooks, onboarding processes, and training programs. · Participate in cross-functional projects to improve the customer journey and scale TeamBuilder’s customer success operations. Ideal Experience and Background · Experience in customer success, account management, or implementation roles within healthcare SaaS or healthtech environments (ambulatory experience and interaction with Practice Managers strongly preferred). · Proven ability to build relationships with healthcare leaders, practice managers, and frontline staff. · Hands-on experience designing and delivering training programs for diverse audiences. · Strong project management, organizational, and communication skills. · Comfort with data analysis, customer health metrics, and driving process improvement. · Willingness and ability to travel for in-person training and customer engagements as needed. Why Join Us - Shape the future of healthcare technology in a high-growth SaaS environment. - Work closely with experienced leaders and innovators in digital health. - Influence data and strategy processes from the ground up as we scale. - Thrive in a culture that values curiosity, collaboration, and continuous improvement. More about the role - Job Type: Full-time, Exempt, Remote - Compensation: Competitive including paid time off, medical benefits, 401k matching and the potential for performance bonus and/or equity. - Culture: We foster a collaborative, engaging, mission-driven culture that values innovation and prioritizes customer success.

​TeamBuilder is a rapidly growing healthcare SaaS company on a mission to transform healthcare with our innovative technology. We believe in empowering our customers through inventive solutions and a commitment to excellence. Our young, rapidly growing team is looking for passionate professionals who thrive in a dynamic, innovative, and collaborative environment. Join us at the intersection of healthcare operations, analytics, and SaaS technology. ***This role is FULLY REMOTE, though you MUST reside within the United States and be legally authorized to work in the United States. Key Values of all TeamBuilders - Flexibility – Adapt how we work to meet team and customer needs. - Accountability – We own commitments and results, and follow through as a team - Clarity – Communicate expectations, priorities, and decisions clearly. - Transparency – Share decisions, feedback, and context openly and honestly. ​Overview This role requires someone who deeply understands clinical operations—ideally in ambulatory care environments—and who can use data to evaluate how those operations actually function in practice. By analyzing operational performance, staffing patterns, provider volumes, and workflow dynamics, the consultant will develop a clear picture of how care teams operate and where inefficiencies or constraints exist. The consultant will work closely with healthcare leaders to interrogate operational data, understand assumptions about staffing and workflows, and translate those insights into effective system configuration within TeamBuilder. Success in this role requires the ability to connect three critical elements: understanding real-world clinical workflows, using data to evaluate how those workflows perform, and configuring the platform so that scheduling models, staffing templates, and operational rules accurately reflect the realities of the clinical environment. Key Responsibilities Clinical Operations Analysis · Develop a deep understanding of client clinical workflows, staffing models, and operational constraints. · Analyze how providers, clinical staff, and support staff interact across ambulatory care environments. Data Analysis · Analyze workforce and operational data including provider schedules, staffing levels, patient volumes, and room utilization. · Evaluate patterns in operational data to inform staffing models, schedule design, and operational improvements. · Use data to challenge assumptions and facilitate informed discussions with operational leaders. Platform Configuration & Operational Translation · Translate clinical workflows and operational requirements into system configuration within TeamBuilder. · Configure operational parameters such as staffing templates, scheduling rules, provider availability, room capacity, and workflow constraints. · Ensure the platform accurately reflects the realities of the client’s operational environment. Client Advisory & Engagement · Facilitate structured conversations with clinical and operational leaders to understand their operating model. · Use data and analysis to guide discussions around staffing strategies and operational performance. · Provide recommendations that improve both platform effectiveness and operational outcomes. Validation & Continuous Optimization · Validate that system configuration produces operational outcomes aligned with real-world workflows. · Identify opportunities for continuous operational improvement as clients adopt the platform. · Partner with internal teams to refine product capabilities based on client operational insights. Required Qualifications · 5+ years of experience in healthcare operations consulting · Strong understanding of clinical operations, ideally in ambulatory care environments. · Demonstrated ability to analyze operational or workforce data and translate insights into operational decisions. · Experience working with healthcare leaders on operational improvement initiatives. · Strong structured problem-solving and analytical thinking skills. Analytical & Technical Skills Candidates should be comfortable working deeply with operational data. Required skills include: · Advanced Excel · SQL or database querying · Data analysis and modeling · Data visualization tools (Power BI, Tableau, Looker, etc.) · Experience analyzing operational datasets (scheduling, productivity, patient volumes, capacity) Preferred Experience: · Ambulatory care operations · Workforce management or scheduling systems · Healthcare analytics or operational performance improvement · Experience with healthcare systems such as Epic, Cerner, or workforce management platforms · Experience evaluating provider productivity, clinic capacity, or staffing utilization What Success Looks Like Success in this role means: · Quickly understanding complex clinical operations. · Using data to uncover operational patterns and improvement opportunities. · Translating operational insights into effective platform configuration. · Helping healthcare organizations operate more efficiently through better workforce design. Why Join Us - Shape the future of healthcare technology in a high-growth SaaS environment. - Work closely with experienced leaders and innovators in digital health. - Influence data and strategy processes from the ground up as we scale. - Thrive in a culture that values curiosity, collaboration, and continuous improvement. Additional Information - Job Type: Full-time, Exempt, Remote - Compensation: Competitive including paid time off, medical benefits, 401k and the potential for performance bonus and/or equity. - Culture: We foster a collaborative, engaging, mission-driven culture that values innovation and prioritizes customer success.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Customer Success Manager (CSM) is the primary point of contact for a portfolio of TeamBuilder customers, ensuring they achieve measurable value and ROI from our platform. The CSM owns the customer success relationship from onboarding through renewal, providing advisory support during implementation to align with success goals and delivering hands-on “how-to” platform training and operating model playbook sessions to drive adoption. Post-go-live, the CSM proactively manages account health, conducts QBRs, and champions customer satisfaction, retention, and growth. This role is highly customer-facing and requires expertise in relationship management, training, change management, data analysis, and operational execution. The CSM partners closely with Sales, Implementation, Product, and Support teams. ***This role is FULLY REMOTE, though you MUST reside within the United States and be legally authorized to work in the United States. Key Responsibilities - Customer Relationship Management & Engagement - Serve as the trusted advisor and main point of contact for assigned customer accounts (Enterprise, SMB, Partner), building strong relationships with medical group leaders, clinical leaders, practice managers, and administrators. - Lead regular check-ins, business reviews (QBRs), and data-driven discussions to ensure customers are achieving their goals and realizing value from TeamBuilder. - Proactively identify risks, address challenges, and surface opportunities for upsell, expansion, or improved adoption. - Training & Enablement - Engage early in the customer lifecycle, partnering with Implementation teams to ensure successful onboarding and adoption that lead to ROI, goals achievement, and customer satisfaction. - Partner with Implementation Analysts to lead and deliver in-person and virtual training sessions for super users, managers, and frontline staff during implementation, tailoring content to customer needs and practice realities. - Develop and maintain training materials, user guides, and best practices to support ongoing customer education and enablement. - Support change management efforts with managers and schedulers, helping practice managers and staff transition from legacy processes to TeamBuilder’s digital platform. - Support change management efforts with leadership, embedding the TeamBuilder Operating Model playbook in the early phases of Implementation and supporting adoption of it throughout the customer lifecycle. - Customer Success & Value Realization - Monitor customer health metrics, usage data, and feedback to ensure customers are on track to achieve desired outcomes. - Monitor customer platform Insights data to identify trends and interesting dynamics that can lead to value creation. - Collaborate with Product and Support teams to resolve issues, advocate for customer needs, and share insights for product improvement. - Drive customer retention and satisfaction by ensuring customers are fully utilizing TeamBuilder’s features and realizing measurable ROI. - Facilitate customer feedback sessions and contribute to the continuous improvement of onboarding, training, and support processes. - Operational Excellence & Team Collaboration - Maintain accurate records of customer interactions, account status, and key activities in CRM and Project Management platforms (e.g., Asana). - Contribute to the development and refinement of customer success playbooks, onboarding processes, and training programs. - Participate in cross-functional projects to improve the customer journey and scale TeamBuilder’s customer success operations. Qualifications - Experience in customer success, account management, or implementation roles within healthcare SaaS or healthtech environments (ambulatory experience and interaction with Practice Managers strongly preferred). - Proven ability to build relationships with healthcare leaders, practice managers, and frontline staff. - Hands-on experience designing and delivering training programs for diverse audiences. - Strong project management, organizational, and communication skills. - Comfort with data analysis, customer health metrics, and driving process improvement. - Willingness and ability to travel for in-person training and customer engagements as needed. Benefits - Competitive compensation including paid time off, medical benefits, 401k matching and the potential for performance bonus and/or equity. - Collaborative, engaging, mission-driven culture that values innovation and prioritizes customer success.