• Become a subject matter expert on healthcare payments and challenges medical and dental practices face in collecting patient payments. • Prospect in-person and virtually to healthcare practice office managers and doctors to articulate our value population, connecting our solutions to their business needs. • Connect with dental associations, chamber of commerce and other community groups and businesses to build a strong pipeline of lead referrals. • Leverage CRM data and tools to help prospect and prioritize interested practices, successfully managing a pipeline to consistency reach sales initiatives. • Collaborate with Sales Directors and fellow Practice Consultants on best practices, competitive and market intelligence. • Truly “own” your territory, using data, tools, and sales support to manage daily and weekly game plans to maximize selling opportunities.

• Assist in pipeline development and sales pursuits using Subject Matter Experience • Co-develop messaging and value proposition materials with the sales and marketing teams • Develop and lead Solution Workshops with prospects and existing customers • Help customers achieve their desired results from RegScale • Design and institute a value calculator to assess value received by customer organizations • Collaborate with functional stakeholders to develop and execute customer enablement programs

• Partner with the Senior Solutions Engineer and Account Director to manage a portfolio of established customers, acting as their key technical point of contact. • Take ownership of the full customer journey, guiding them from implementation to long-term success and ensuring phased implementation metrics are met and adopted. • Manage day-to-day technical actions, including configuration requests, workflow configuration updates, user permissions, and data updates. • Help customers translate their business processes into efficient Gatekeeper workflows. • Act as the first line of technical support for your customer portfolio, troubleshooting issues and collaborating with the wider Gatekeeper team to ensure fast, effective resolutions. • Build deep relationships with your portfolio to understand their business processes, strategic goals, and usage requirements. • Be the voice of your customer, championing their needs and suggesting Gatekeeper functionality enhancements. • Proactively monitor customer health and usage, identifying opportunities for optimisation from product releases and raising any engagement or usage risks to the Senior Solutions Engineer. • Track key success metrics such as Time to First Value for your customers inline with the phased implementation approach. • Meticulously document customer configurations and key interactions to ensure transparency across Gatekeeper colleagues. • Identify and surface expansion opportunities based on deep customer knowledge and pass them to the relevant Account Director. • Support the renewal process by preparing data for strategic business reviews, demonstrating long-term value, and highlighting key platform engagement. • Stay curious and up to date with new product releases, best practices and AI advancements.

• Communicate regularly with internal teams, project managers, onboarding leads, and client contacts to ensure smooth updates, clarity, and alignment. • Participate in internal handoff meetings to ensure service desk readiness and support continuity. • Collaborate with new IT providers during client transitions to support a seamless offboarding experience. • Use diagnostic and discovery tools to evaluate client environments and document infrastructure, security posture, and operational workflows. • Update and maintain standardized documentation including: - Workstation build checklists - Employee onboarding/offboarding checklists - Configuration documentation for managed services tools • Identify service gaps between legacy and target managed services plans. • Deploy and configure common managed services tools, including: - Endpoint Detection & Response (EDR) - SOC/SIEM platforms - Web and DNS protection - Monitoring and diagnostic tools - Backup agents and software • Install and configure tools such as: - Microsoft 365 - Microsoft Defender - Mimecast - RMM tools (Datto RMM, Kaseya VSA) - ConnectWise PSA - Other MSP, helpdesk, and security tools • Manage individual and team service/project tickets with timely updates. • Coordinate with vendors on behalf of customers to resolve technical issues. • Ensure all deployed tools and changes maintain client productivity and operational integrity.