• Define and lead technology strategy at the company • Identify and help teams adopt the right tools, approaches, and solutions • Set a high bar for quality and technology innovation • Oversee technology efforts across the company • Support growth efforts using traditional and innovative approaches

• Define where PerfectServe will compete across segments, customer profiles, and solution areas • Establish clear strategic choices and tradeoffs to guide investment and focus • Shape how the company wins in the market, including go-to-market approach and growth priorities • Define ideal customer profile and segmentation strategy • Own the strategic view of customer mix across segments, deal size, and lifecycle stage • Recommend where to focus, expand, or deprioritize based on growth potential and performance • Define strategy for priority growth areas, including non-acute care, ambulatory, and ASCs • Identify and prioritize expansion opportunities across new markets and existing customers • Establish clear entry strategies and growth priorities for targeted segments • Provide commercial perspective on the potential impact of strategic partnerships • Assess alignment to ICP, segments, and growth priorities • Frame where partnerships can meaningfully contribute to growth and where they will not scale • Bring visibility to how partnerships contribute to pipeline, expansion, and revenue • Own development of commercial narratives for board and executive audiences • Synthesize pipeline, performance, and market dynamics into clear, actionable insights • Partner with the CRO to frame growth strategy, risks, and opportunities • Operate as a strategic extension of the CRO, supporting prioritization and decision making • Provide structured analysis to inform resource allocation and growth investments • Act as a connector across Sales, Marketing, Product, Customer Success, and Strategy • Define go-to-market strategy across segments, personas, and solution areas • Establish commercial plays and coverage models at a strategic level • Set direction for positioning, packaging, and pricing in partnership with Product and Marketing • Provide commercial input into product positioning, packaging, and roadmap priorities • Ensure market and customer insights are reflected in strategic recommendations • Partner with RevOps and Finance on segmentation models, cohort analysis, and forecasting • Use data to refine strategy and inform commercial priorities • Leverage tools such as Claude to enhance analysis and scenario modeling • Introduce AI-enabled approaches to improve speed and quality of decision making

• Own partner activation and commercialization, translating signed partnerships into clear commercial use cases, target accounts, and joint value propositions aligned to PerfectServe solutions • Own partner sourced and partner influenced pipeline and revenue in partnership with Sales leadership, with defined contribution targets • Engage directly in priority deals to establish and scale partner driven sales motions within provider and healthcare environments • Build and codify repeatable partner playbooks, including when to engage partners, how to position joint value, and how to execute across the sales cycle • Embed partners into core Sales workflows to drive consistent adoption and impact across the go to market organization • Enable Sales teams with clear guidance, training, and support on partner engagement, including account planning and deal strategy • Develop and deliver partner training, enablement, and collateral to support scale, particularly across reseller and channel partners • Ensure partners are equipped with clear messaging, demo narratives, and materials required to effectively represent PerfectServe in market • Partner with Marketing to execute targeted joint initiatives that generate qualified pipeline, while maintaining accountability for partner driven outcomes • Partner with RevOps and Marketing Ops to track partner contribution, including pipeline creation, conversion rates, deal velocity, and revenue impact • Establish and enforce clear rules of engagement between direct Sales and partners to drive alignment and reduce friction • Introduce lightweight partner structures, including engagement models and incentives, to support scale based on proven success • Build partner aligned demo narratives and improve partner and internal team demo proficiency to increase conversion and deal progression • Establish a regular operating cadence with the CRO to provide readouts on partner performance, market feedback, and emerging opportunities • Synthesize insights from Sales, customers, and partners to identify product gaps and market opportunities, informing future partnership sourcing priorities

Role Description We are seeking a Vice President of FMS Operations to join our growing organization build a strong presence in the Self-Directed Care ecosystem. The Vice President of Financial Management Services (FMS) is a senior leader responsible for building, launching, and scaling an FMS operation supporting Self Directed Care. This role provides strategic and operational leadership across payroll, compliance, onboarding, vendor partnerships, and program execution, ensuring alignment with VA, ACL, IRS, and state requirements. This leader will play a critical role in transitioning the organization from startup to sustainable operations, establishing governance, controls, and scalable infrastructure while partnering closely with State entities, ADNAs, VA Medical Centers, and external vendors. Key Responsibilities - Assist and collaborate in the design and implementation of operational frameworks for payroll, tax compliance, caregiver onboarding, and Veteran employer support. - Oversee multi‑EIN payroll operations, supporting Veterans as common‑law employers. - Ensure compliance with: - State and VA Veteran‑Directed Care requirements - ACL/NRC‑VDC guidance - IRS common‑law employer and payroll rules - State labor and tax regulations - Partner with and manage payroll and tax vendors (e.g., hybrid FMS payroll models). - Lead vendor integrations and ensure service‑level accountability. - Serve as a senior point of contact for state partners, ADNAs, and VA Medical Centers. - Support RFP responses, contracting, and program negotiations. - Partner with technology teams to implement or integrate: - FMS platforms - Payroll engines - Timekeeping and onboarding systems - Design workflows that scale across multiple states and regions. - Partner with executive leadership on strategy and growth. - Maintain ongoing compliance with: - State, VA and ACL requirements - IRS payroll and employer‑agent rules - State labor and tax laws - Lead internal audits and support external reviews. - Proactively identify and mitigate compliance risks. - Serve as senior relationship owner for: - ADNAs - VA Medical Centers - State or regional partners - Ensure consistent program execution across geographies. - Support renewals, expansions, and new market entries. - Oversee day‑to‑day FMS operations: - Payroll accuracy and timeliness - Caregiver onboarding throughput - Issue resolution and service quality - Drive continuous improvement and efficiency. - Establish and maintain efficient and cost-effective organizational infrastructure to support key functions and roles in the Self-Directed ecosystem. - Build and lead high‑performing teams across operations, compliance, and vendor management. - Establish KPIs, dashboards, and performance metrics to support growth. - Scale systems, staffing, and processes to support growth. - Optimize vendor performance and cost structures. - Standardize best practices across states and programs. Qualifications - Deep understanding of: - Self‑directed care models - Payroll and tax compliance at scale - Veteran as common‑law employer frameworks (preferred) - Strong vendor negotiation and management skills. - Executive‑level communication skills with regulators, partners, and boards. - Highly organized, detail‑oriented, and audit‑focused while remaining business‑pragmatic. - Experience running and scaling complex FMS, payroll, or government‑adjacent operations. - Strong background in multi‑state compliance environments. - Proven ability to manage mature vendor relationships and SLAs. - Data‑driven leader with experience using metrics to drive outcomes. - Comfortable operating in a regulated, audit‑heavy environment. Requirements - 3-5+ years of leadership experience in one or more of the following: - Financial Management Services (FMS) - Medicaid and/or Veteran self‑directed care programs - Government‑adjacent healthcare or human services - Payroll, tax compliance, or fiscal agent operations - Experience working with public sector, VA, Medicaid, or aging & disability networks strongly preferred. - Proven success managing complex compliance environments. Preferred Experience - Direct experience with Veteran‑Directed Care (VDC) or similar participant‑directed programs. - Experience launching or scaling multi‑state programs. - Familiarity with ACL/NRC‑VDC materials, VA Geriatrics & Extended Care, or ADNA operations. - Background in payroll or tax compliance systems used in self‑direction environments. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. - Physical Activities: - While performing the duties of this job, the employee is frequently required to remain in a stationary position as well as communicate ideas to others. - The employee is occasionally required to move about their office space. - Weight Lifted/ Force Exerted: - The employee’s job does not require weight to be lifted or force exerted. Work Environment - Remote role with occasional travel Position Type/ Expected Hours of Work - Full-time - Exempt (TBD by Hiring Manager) Salary Based on Experience Benefits - Monthly Bonus Incentives - Medical, Dental, Vision and Employee Assistant Program Benefits - 401K Match - 15 Paid Days Annually - Excellent Growth & Advancement Opportunities Employee Perks - Monthly Company Town Hall Events - Monthly Internal Mental Health Newsletters - Monthly Streaming Services Perk - Tickets at Work Perk - Monthly Lunch & Learn Events - Monthly Bene-Verse Events EEO Statement At BeneLynk, we don’t just accept differences; we celebrate, support, and thrive on them for the benefit of our employees, our products, and the communities that we serve. All employees share in the responsibility for fulfilling this company’s unwavering commitment to equal employment opportunity. BeneLynk is an equal opportunity employer, and as such, employment here is solely based on a person's merit and qualifications directly related to their professional expertise. E-Verify BeneLynk participates in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employer’s Form I-9 to confirm work authorization. ***Offer of employment is contingent upon the results of required background and drug screening.***