Wheel

• Build comprehensive pre-meeting briefing documents for every enterprise client call, including account history, open items, health indicators, recent activity, and talking points • Prepare and distribute agendas, capture detailed meeting notes, and produce action item summaries with clear owners and due dates • Maintain and update shared client project trackers (Monday.com, Google Suite) before and after every client interaction so records are always current and accurate • Own the full follow-up loop on open Jira tickets tied to client requests—tracking status, surfacing blockers, escalating stalled items, and communicating ETAs back to the VP/AM. • Triage and route inbound client requests from Zendesk and email to the correct internal teams (Product, Engineering, Support, Billing), confirming receipt and tracking to resolution • Chase outstanding internal deliverables proactively, ensuring commitments made to enterprise clients are fulfilled on time • Serve as the connective tissue between the VP/AM and internal stakeholders, reducing friction and keeping initiatives moving • Maintain accurate, up-to-date records in Salesforce for all enterprise accounts: contact information, activity logs, opportunity stages, and renewal timelines • Log all client interactions, internal handoffs, and resolutions to ensure a complete and auditable account history • Generate standard CS reports and dashboards from Salesforce, Looker, and Monday.com to support weekly reviews and leadership updates • Flag data gaps or inconsistencies in account records and drive cleanup efforts across the team's book of business • Document all coordination workflows, follow-up cadences, meeting prep routines, and recurring task patterns in a structured, reusable format in Confluence • Build and maintain an operational playbook for the CS team that captures how strategic accounts are managed day-to-day • Identify patterns in recurring tasks and proactively flag opportunities for process improvement, templating, or automation

• Own and grow a portfolio of mid-market and enterprise clients. • Build deep, multi-threaded relationships across client organizations. • Proactively monitor client health and resolve issues swiftly. • Develop and execute strategic account plans. • Lead contract renewals and manage the renewal process. • Leverage AI tools daily for account planning and communications. • Develop a deep understanding of our virtual health products. • Coordinate with Implementation and Solutions teams for onboarding new clients. • Collaborate with Product, Clinical Operations, and Support teams.

• Lead the operational engine of Wheel's telehealth marketplace. • Own day-to-day operations of the marketplace end-to-end. • Lead a team spanning supply programs, marketplace operations, real-time monitoring, scheduling, and analytics. • Partner closely with Product team and Customer Success team.

• Own all clinician capacity planning & staffing strategy across client programs, modalities, and clinician types • Design staffing strategies, hiring plans, and financial budgets across all client programs • Model multi-skill workforce requirements across queues, states, and specialties — accounting for SLA targets, shrinkage, attrition, and scheduling constraints • Identify supply/demand gaps and convert them into actionable recruiting targets in partnership with Clinical Recruiting and Provider Ops • Support and inform the continuous build and improvement of Wheel's demand forecasting function — providing real-time operational feedback on actuals vs. forecast to sharpen model accuracy and drive better planning outcomes • Develop scenario and sensitivity models to support growth planning, new launches, and rapid change • Reforecast regularly and proactively surface risks and variances to leadership • Partner directly with Marketplace leadership and commercial team on new deal staffing/supply evaluation — model staffing implications, P&L impact, and operational feasibility before contracts close • Build and own ROI and workforce composition analyses (W-2 vs. 1099 tradeoffs, blended models, incentive structure impact) to inform strategic workforce decisions • Translate complex modeling outputs into clear, executive-ready recommendations for the VP of NetOps, CFO, and CEO • Pull, transform, and analyze large datasets from WFM tools, operational systems, and product data using SQL, Python, or R — independently, without relying on a data team • Build reusable, scalable modeling frameworks that accommodate program-level customization • Own monthly business review materials — data, narrative, and presentation — for senior leadership audiences • Design licensing and collaborative agreement strategies as part of the holistic staffing plan — translating capacity model outputs into state-level licensure requirements and collaboration targets by clinician type • Support scheduling, real-time monitoring, and day-to-day operational oversight • Manage WFM software configuration and forecasting tools; know their limits and build around them • Partner with Finance on COGS budgeting and clinician pay activities

• Architect and execute Wheel’s payer strategy • Lead complex payer negotiations • Design economically sound contract structures • Ensure payer agreements align with care models and pricing strategy • Build tools and reporting for payer performance visibility • Partner with Legal and Finance to align contracts • Translate clinical programs into reimbursable models • Strengthen senior-level relationships across payers

Role Description Wheel Medical Group offers a better way to work in virtual care by enabling clinicians to work with multiple telehealth companies — all in one platform. Clinicians in the nationwide network are credentialed, trained, and matched with vetted companies delivering the highest quality patient care. You could have the opportunity, based on experience and interest, to provide care in a number of programs such as: - Primary Care - Urgent Care - Women’s Health - Men’s Health - Weight Management - Dermatology - Pediatrics What You’ll Do: - Deliver high-quality, evidence-based asynchronous and synchronous virtual care. - Review comprehensive patient intake information, including medical history, medication lists, and patient-submitted photos, to ensure safe and appropriate prescribing decisions. - Conduct thorough clinical assessments aligned with Wheel clinical guidelines, utilizing clinical snippets and workflows to tailor education and treatment plans. - Prescribe medications responsibly, ensuring alignment with patient eligibility, formulary guidance, and safety parameters such as blood pressure ranges, contraindicated medications, and clinical red flags. - Document each patient encounter using a complete and structured SOAP note, including rationale for prescribing or referring, patient counseling, and follow-up recommendations. - Engage in clear and compassionate communication with patients through secure messaging or live video visits, maintaining a professional and supportive web-side manner. - Refer patients to in-person care when clinical guidelines are not met, documenting rationale and providing clear patient instructions. - Maintain compliance with quality assurance standards, incorporating feedback from periodic chart audits and actively participating in continuous improvement efforts. - Escalate urgent clinical concerns such as suicidal ideation or harassment according to platform protocols, ensuring patient safety and clinician protection. - Collaborate with Wheel’s clinical operations team for onboarding, platform support, and guideline updates to ensure consistent, high-quality care delivery. Qualifications - Board-certified physician (MD or DO) from a US-accredited medical school. - Board-certified in Family Medicine, Internal Medicine, or Emergency Medicine. - Actively licensed in CA or TX. - 2+ years of clinical experience in emergency, urgent care, or family medicine/primary care experience. - Experience/comfortability providing medical weight management. - Available a minimum of 10 hours per week. - Required hours for TX: midday (11AM–5PM CT) AND evening (7PM–midnight CT). - Required hours for CA: 8PM–10PM CT (6–8PM PT). - Ability to perform both synchronous and asynchronous consults. - At least 1 year of telemedicine experience preferred. - Experience treating pediatric patients preferred. - Outstanding clinical expertise. - Strong verbal and written communication skills. - Comfortable with technology. Benefits - Multiple telehealth opportunities. - With just one application, one credentialing effort, and one schedule, Wheel offers a simple and flexible way to work with multiple telehealth companies. - Unlimited and uncapped earnings. - Work on your schedule. - Create your own schedule and work when you want, whether that’s evenings, part-time, or full-time. - 100% remote. - Provide rewarding patient care from the comfort and safety of your home or office. - Join a collaborative community of clinicians working in virtual care. - Wheel supports brand GLP-1s only and does not operate compounded GLP-1 programs. - Clinical, operational, administrative, and technical support. - Utilize our secure and HIPAA-compliant platform that includes video conferencing, scheduling, and patient information tools. - We vet all of our telehealth company partners for clinical safety and standard of care procedures to help protect your clinical practice. - We also provide malpractice insurance, including tail coverage.

• Design and build scalable backend and full-stack systems that support high-volume, mission-critical healthcare operations. • Collaborate with product, design, and client solutions teams to deliver new platform capabilities and integrations. • Lead technical design and architectural decisions that drive reliability, scalability, and maintainability. • Automate and optimize system performance through CI/CD pipelines, observability tooling, and resilient infrastructure. • Monitor, troubleshoot, and improve system performance and uptime using data-driven insights. • Mentor engineers by sharing best practices and driving technical excellence across teams. • Take ownership of work end-to-end, from design through deployment and post-release iteration.

• Own weekly clinician scheduling performance, with a clear mandate to increase available hours across our existing clinician network • Proactively collect, validate, and expand clinician availability by working directly with providers to align schedules with marketplace demand • Identify underutilized or low-earning clinicians and execute targeted outreach to increase activation, engagement, and earning opportunities • Track and analyze availability, utilization, adherence, and earnings trends to identify performance gaps and opportunities for improvement • Translate capacity guidance into executable schedules while balancing clinician experience with operational performance • Refine scheduling workflows and operating practices based on real-world performance data • Partner with Marketplace leadership to drive focused initiatives that expand clinician participation and overall network capacity • Identify trends in clinician performance and quality, and partner with Clinician Success Leads to drive targeted feedback and remediation, while coordinating with Provider Operations to support clinician activation and readiness against shared goals. • Manage day-of and short-term scheduling adjustments, including callouts, coverage shifts, and real-time changes • Build trusted relationships with clinicians to improve responsiveness, reliability, and long-term engagement • Contribute to the implementation of scheduling tools and automation initiatives to support scalability • Support clinician pay operations and related administrative workflows as part of cross-functional operational coverage

• Define and drive Wheel’s product portfolio strategy in alignment with company priorities and market opportunities. • Manage, mentor, and develop Product and Design team members, fostering a culture of accountability, collaboration, and innovation. • Build product roadmaps spanning virtual care programs, platform capabilities, and data/AI-powered tools. • Partner with Engineering to embed AI/ML, data, and automation into consumer and clinician experiences, as well as internal workflows. • Collaborate with Clinical, Operations, and Commercial teams to deliver compliant, scalable, and impactful solutions. • Balance near-term execution with long-term vision, ensuring product investments drive both growth and operational excellence. • Engage with ELT and SLT partners on priorities, resource planning, and business outcomes. • Champion Wheel’s mission and values across the product and design organization.

Role: Clinical Quality Lead Location: US Remote with preferences in either Austin, TX, Chicago, IL, Atlanta, GA, Bay Area, CA, Seattle, WA, New York or Boston, MA About The Company Wheel is evolving the traditional care ecosystem by equipping the nation's most innovative companies with a premier platform to deliver high-quality virtual care at scale. We offer proven strategies and cutting-edge technologies to foster consumer engagement, build brand loyalty, and maximize return on investment. Wheel solutions include configurable virtual care programs, an intuitive consumer interface, and access to a nationwide network of board-certified clinicians. Discover how Wheel is transforming the future of healthcare by visiting www.wheel.com. About the Role The Clinical Quality Lead is a key individual contributor responsible for executing and optimizing Wheel’s quality assurance and patient safety processes across clinical programs. Reporting to the Senior Manager of Clinical Quality and Safety, this role owns clinician performance workflows, incident response documentation, cross-functional quality projects, and quality reporting. The ideal candidate is a detail-oriented, systems-minded clinician who thrives on tactical execution and cross-functional collaboration in a telemedicine environment. What You'll Do Quality Improvement & Assurance - Own the end-to-end execution of clinician chart audits, including manual audit uploads, watchlist tracking, and spearheading the roll-out and long-term program management of AI-driven audit workflows. - Coordinate with Clinician Success Leads (CSL) to post-refresher chart reviews and performance improvement plan (PIP) documentation - Support the Quality Assurance Committee (QAC), including clinician case preparation, meeting documentation, and tracking of QAC outcomes - Create and maintain clinician education materials in Skilljar - Own snippet and guideline editing to ensure clinical content remains up to date and actionable Clinical Incident & Risk Management - Investigate clinical incidents, conduct chart audits, and collaborate on root cause documentation and recommendations - Draft corrective action language and contribute to safety policy updates - Assist with internal documentation and reporting on safety trends Metrics, Reporting & Communication - Track and synthesize quality, safety, and clinician performance metrics using manual and automated tools - Collaborate with BI and R&D to streamline dashboards and audit reporting workflows - Contribute to client-facing quality reports and QBR materials - Monitor antibiotic stewardship trends and surface system-level insights Cross-Functional Collaboration - Drive cross-functional initiatives as a tactical liaison across Clinical Operations, Network Operations, R&D, Business Intelligence, and Customer Success, taking independent initiative to solve bottlenecks and secure necessary alignments. - Independently troubleshoot and unblock operational hurdles or communication delays with internal teams and contract clinician networks - Coordinate quality documentation and audit schedules in support of platform and clinician performance initiatives - Create summary decks and reports to support operational briefings - Participate in clinical intake questionnaire development and configuration of new treatment areas - Assist with production testing to validate EMR workflows prior to client launch Who You Are - Advanced clinical degree required (e.g., NP, MD, DO, PA); active license preferred - 3–5+ years of experience in clinical quality, patient safety, or medical operations in a digital health or telehealth setting - Demonstrated expertise in clinician audit workflows, documentation, and reporting - Experience with Airtable, Looker, or comparable systems for quality tracking - Professional resilience and adaptability; comfortable managing shifting priorities and routine backlog management in a fast-paced digital health environment - Highly organized and self-directed, with strong communication and documentation skills - Demonstrated ability to operate with a high degree of autonomy, navigating ambiguity and independently solving problems without requiring step-by-step managerial direction - Proven ability to take ownership of processes and outcomes, successfully driving results through lateral management and contractor oversight - Strong interpersonal skills with a proven track record of managing cross-functional relationships and overcoming communication roadblocks constructively Salary and Perks Pay Range: $142,000 - 168,000 base compensation. Final offer amounts are determined by multiple factors including, but not limited to, the scope and responsibilities of the role, the selected candidate’s work experience, education and training, the work location as well as market and business considerations. The role will remain open until May 31, 2026. Wheel is unable to consider sponsoring a new qualified applicant for employment authorization for this position. Any eligible candidate that meets the essential criteria of the role may apply via the job posting or through Wheel’s career page up until the designated application deadline. As an employee of Wheel, you’ll enjoy our Total Rewards Program to help secure your financial future and preserve your health and well-being, including: - Medical, Dental and Vision - Ancillary: Life, Short and Long Term Disability - 401K match - Flexible PTO - Parental Leave - Stock options - Additional programs and perks Wheel is committed to equal employment opportunities for all team members. Every decision we make regarding employment is solely based on merit, competence, and performance. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. Research shows that underrepresented groups typically apply only if they meet 100% of the criteria listed. At Wheel, we encourage women, people of color, and LGBTQ+ job seekers to apply for positions even if they don’t check every box for the role.