Wellworks For You

• Build and maintain long-term, positive relationships with clients, brokers, and vendor partners • Support the design, launch, and daily execution of wellness programs tailored to client goals • Facilitate regular strategy and review calls with clients and brokers • Lead or support client renewal discussions and planning processes • Identify and support opportunities for program expansion, upsell, or cross-sell • Customize wellness platforms and conduct virtual or on-site demonstrations as needed • With the support of our Marketing Department, develop and distribute marketing and educational communications to drive engagement • Monitor participation metrics and provide actionable insights to clients • Generate and interpret program utilization and performance reports • Escalate risks or challenges to ensure timely resolution • Stay informed of industry trends and best practices through ongoing training • Occasionally travel for client meetings, health fairs, or on-site visits (up to 10%)

• CRM Management • Pipeline & lifecycle configuration • Data integrity & hygiene • Dashboards & reports • User onboarding & training • Workflow & automation • CRM integrations • Reporting & Pipeline • RFP response support • Stage conversion & velocity reports • Monthly KPI cadence • Pipeline risk flagging • Competitive market research • Process Documentation • Standardize lead-to-close workflows • Maintain playbooks & guides • Identify & recommend improvements

• Answer incoming calls, live chat messages, and emails to assist participants with inquiries, provide program information, and resolve issues • Deliver professional, friendly, and accurate customer service across all communication channels • Return missed calls, voicemails, and offline chat messages within established turnaround times • Follow up with participants via email, phone, or chat as needed to ensure resolution • Maintain a high level of customer satisfaction and advocate for participant needs and feedback • Identify trends in participant inquiries and communicate insights to leadership to improve service delivery and reduce volume • Collaborate with team members during meetings to share feedback, trends, and process improvements • Maintain strict compliance with HIPAA and confidentiality standards when communicating to members • Support additional departmental tasks and special projects as needed • Process high-volume data entry related to wellness program participation, including visit verification and health metrics • Review, validate, and enter participant form submissions for accuracy and completeness • Audit previously entered forms to ensure data integrity and identify discrepancies • Communicate with participants regarding missing or incomplete form information • Ensure all forms are processed and/or audited within established deadlines • Maintain strict compliance with HIPAA and confidentiality standards when handling protected information • Partner with Account Management and internal teams to provide updates on participation and program data • Support additional departmental tasks and special projects as needed

Description At Wellworks For You, our employees are dedicated to delivering innovative, high-quality wellness technology solutions that drive meaningful impact for our clients and their employees. We are looking for a fully remote technical leader to be the right-hand to our CTO/CIO. This is not a traditional senior developer role. You will operate at the intersection of architecture, engineering, infrastructure, and security—bringing both strategic thinking and execution. You’ll play a critical role in shaping our technology ecosystem while remaining close to the work, building and optimizing systems that directly impact our clients and business. If you thrive in dynamic environments, enjoy solving complex problems across the full technology stack, and want to make a meaningful and immediate impact, this role is for you. Who You Are - Versatile & Adaptive: You're equally comfortable writing stored procedures, debugging C# code, or discussing infrastructure architecture - Self-Directed: You see what needs to be done and make it happen - Technical Depth: You don't just know how to use tools, you understand how they work - Collaborative Leader: You can work independently and lead initiatives while being a strong team player - Growth-Oriented: You're excited by the opportunity to grow with a PE-backed company What You'll Do - Design, architect, and implement scalable, high-performance systems for high-transaction platforms - Build proof-of-concepts and evolve them into robust, production-ready solutions - Establish and promote best practices in system design, scalability, and maintainability Technical Leadership & Strategy - Partner closely with the CTO/CIO on critical technology decisions, including architecture, tooling, and infrastructure strategy - Help define and evolve the organization’s technical roadmap - Evaluate emerging technologies and recommend solutions aligned with business goals Full-Stack & Cross-Functional Execution - Work across the full technology stack, including application development, database design, infrastructure, and networking - Contribute hands-on to development efforts when needed—debugging, coding, optimizing, and deploying - Collaborate across teams to ensure cohesive, efficient, and secure system design Infrastructure & Security - Support and design enterprise-grade infrastructure solutions in a Windows-based environment - Ensure systems align with security and compliance standards, including HITRUST and HIPAA - Partner with security and IT teams to strengthen system reliability and data protection Problem Solving & Optimization - Tackle complex technical challenges across the organization—from performance bottlenecks to system reliability issues - Diagnose and resolve production issues with a sense of urgency and ownership - Continuously identify opportunities to improve performance, scalability, and efficiency Mentorship & Collaboration - Provide technical guidance and mentorship to developers and engineers - Promote best practices in coding, architecture, and system design - Foster a collaborative, solutions-oriented team environment What We Offer - Direct Partnership with Executive Leadership: Work side-by-side with the CTO/CIO to shape technology strategy - High Impact Role: Influence the direction and performance of the entire technology stack - Dynamic, Fast-Paced Environment: A role with constant variety and meaningful challenges - Career Growth: Significant opportunity to expand scope, leadership, and influence as the company grows - Ownership & Autonomy: The ability to drive initiatives and see your work come to life Our Environment We operate within a Microsoft-centric ecosystem, leveraging .NET/C# on the backend, Angular on the frontend, and SQL Server as our core database platform. Security and compliance are foundational, with a strong focus on HITRUST and HIPAA standards. Our cross-functional team includes developers, engineers, security specialists, and IT professionals working collaboratively to deliver secure, reliable, and high-performing technology solutions. Requirements - Advanced-level proficiency in MS SQL Server including database design, programming, optimization, and performance tuning - Strong development experience with .NET (C#), ASP.NET, Angular, React Native and Visual Studio - Proven track record architecting and delivering high-transaction, mission-critical systems - Deep understanding of Windows-based enterprise environments - Ability to architect proof-of-concepts that evolve into production solution - Comfortable working across the full stack—from infrastructure to application layer Preferred Skills - Angular development experience - HITRUST and HIPAA compliance knowledge - Data center and server platform design experience - Experience in healthcare technology or regulated industries - Background leading or mentoring technical teams Why work with us? Wellworks For You empowers our employees to make health and well-being a priority at work and in life. Our employees work in a friendly and supportive culture, and receive a competitive compensation and benefits package including: - Competitive salary - Growth opportunities - Comprehensive benefits package - Medical, Dental, Rx, Vision, Life, Disability, Hospital reimbursement plan - 401k with per pay employer match - Employee Assistance Program through LifeMatters EAP - Mental health benefits, including access to paid therapy - Paid maternity leave after 12 months - Paid Time Off including time off to volunteer in your community and the day off on your birthday - Casual dress code - Wellness program and teambuilding opportunities with incentives - Milestone anniversary program - Ongoing training and education Reporting Structure This role reports directly to the CTO/CIO and serves as a key technical advisor and execution partner. Location This is a fully remote position that will require some travel to our HQ in Malvern, PA. Candidates must reside in and work within the Eastern Time Zone. Salary The salary range for this position is $145,000-$165,000 but also depends on location and skills determined in the interview process. We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

• Learn, maintain, and consistently expand knowledge and understanding of Wellworks For You products, services, processes and procedures, and value proposition • Qualify all incoming leads generated through web and marketing campaigns; scout new business prospects in target markets by cold calling and using web tools • Build a sales pipeline that meets or exceeds sales targets • Educate new leads on Wellworks For You products and services, understanding and identifying client needs • Demonstrate solution capabilities as required for prospects and/or broker partners • Communicate high-impact messaging that empathizes with the client’s situation and offer program solutions that are appropriately suited for them • Create comprehensive proposals for prospects. • Understand marketing strategies to promote Wellworks For You’s products and services and increase brand awareness • Provide feedback into product development and marketing strategies • Work with other BDMs to review growth strategies and plans to ensure sustained revenue • Assist in training junior sales team members, as needed • Participate in Account Management new hire training on the sales process, as needed • Understand marketing strategies to promote Wellworks For You’s products and services • Attend sales and finalist meetings, virtually and on-site • Attend conferences nationally such as broker, industry, and product specific events • Utilization of HubSpot to accurately record information including but not limited to prospect information, activity tracking, documents, proposals, communications, and all information related to the partner, the prospect and the deals • Work closely with Account Management and Implementation leaders to provide insight into client contracts • Achieve monthly and annual objectives