• Drive the implementation process from start to finish, ensuring quick setup, clear communication, and immediate value delivery. • Collaborate cross-functionally with Sales, Product, and Tech to align on timelines, handovers, and technical requirements. • Partner with healthcare professionals to support adoption, understand their goals, and co-create strategies that deliver real outcomes. • Translate usage data and clinical impact into tangible value aligned with each organization’s KPIs. • Lay the groundwork for renewals and future transition plans starting in month 6: identifying key stakeholders, timelines, and potential risks. • Enable long-term continuity, reinforcing the strategic fit of our solution and its ongoing contribution to clinical and operational goals. • Scale with efficiency, managing a high volume of projects without compromising on quality, while continuously improving processes and sharing best practices.

• Research and study new clients to identify their expected value from the product and future potential growth opportunities • Conduct kick-off (onboarding) trainings for new clients • Manage a portfolio of roughly 100 accounts – including 30% high-touch – with structured follow-ups, clear prioritization, and proactive engagement across the entire customer journey • Execute renewals and expansions proactively, based on account usage, growth potential, and business insights • Conduct exit interviews with churned clients • Drive customer advocacy initiatives by securing satisfied client reviews, testimonials, or case studies • Participate in special projects to improve the customer success playbooks or introduce new customer success activities

• Own the full collections lifecycle, from invoice issuance through payment receipt. • Ensure customers are enrolled in autopay whenever possible and proactively drive adoption where it is not yet enabled. • Monitor accounts receivable, follow up on overdue balances, and resolve payment issues efficiently and professionally. • Partner with Customer Success and Sales to manage escalations, renewals, and at-risk accounts related to billing or payment issues. • Design and continuously improve scalable, automated collections workflows that minimize manual intervention and “clicks.” • Leverage AI, automation tools, and billing platforms to improve payment success rates, predict risk, and prioritize outreach. • Identify inefficiencies in existing billing and collections processes and lead initiatives to streamline or eliminate them. • Build clear playbooks for dunning, outreach cadences, and exception handling. • Track and report on key metrics such as DSO, aging, collection rates, autopay adoption, and payment failures. • Use data to identify trends, risks, and opportunities for improvement in customer payment behavior. • Provide regular insights to Finance and Revenue leadership on collections performance and areas of exposure. • Work closely with Finance, RevOps, Customer Success, and Product to ensure billing accuracy and a strong customer experience. • Provide feedback to Product and Engineering on opportunities to improve billing, payments, and automation capabilities. • Support audits, reconciliations, and financial close processes related to AR and collections.

• You actively support ensuring that our processes across the customer journey (new business, existing customer business, community management) operate in a data-driven, efficient and scalable way, and you will learn how modern sales organizations are structured. • You will work operationally in the CRM system (HubSpot), supporting data quality assurance and the establishment of meaningful structures for sales. • You analyze sales data, prepare reports, and help derive insights to optimize processes. • You help identify manual and inefficient sales processes and contribute to their automation — e.g. through tools or AI-supported solutions. • You work closely with Sales, Marketing and other internal teams to ensure information is structured and reliably available.