• Own technical sales engagements from discovery through close • Deliver tailored, high-impact demos focused on business outcomes • Translate customer workflows into Federato configurations — including quoting, rating, endorsements, and portfolio optimization • Lead RFP and security questionnaire completion in collaboration with Product and Security teams • Build and maintain reusable demo environments reflecting target customer segments • Develop onboarding materials, configuration libraries, and example rating logic • Partner with the Manager, Pre-Sales and Product Marketing to refine messaging frameworks and technical collateral • Co-define and continuously improve the pre-sales lifecycle (discovery, solutioning, handoffs, etc.) • Contribute to shared team assets like: Discovery playbooks, Configuration scopes and success criteria templates, Demo setup guides and walkthroughs • Collaborate with Product and Engineering to align roadmap with customer pain points • Surface recurring objections and product gaps with clarity and context • Provide post-sale context to Implementation & Customer Success

Role Description Provides service to patients and providers during inbound and outbound phone calls while scheduling appointments, capturing messages for the clinic staff and providers, and addressing the needs of the customer with occasional guidance. Schedules patient appointments, escalates patients' health concerns in accordance with individual division guidelines, provides connections to resources for clinical advice and guidance, and navigates complex situations while making sound effective decisions. Key Responsibilities - Answers calls for multiple areas in efficient and effective manner using standard greetings for opening of call, content of call and closure of call. - Ensures accuracy in answering questions and assisting customer with requests to meet their needs. - Captures customer information and document using messaging system to clinic staff and/or providers. - Schedules appointments in electronic systems using guidelines for area/department including prioritizing patients' health problems according to their urgency, educating/advising patients and making safe, effective decisions. - Provides information to customer regarding appointment location, process steps, parking, etc. - The responsibilities listed are a general overview of the position and additional duties may be assigned. Technical Capabilities - Customer Service (Fundamental Awareness): A continuing focus on the needs and requirements of customers, anticipating their needs, remaining sensitive to customers while performing services for them, responsive to customer needs. - Patient Scheduling (Fundamental Awareness): The ability to coordinate and schedule patient appointments, surgeries and other office visits with various computer systems in the hospital or clinic. - Call Center Telephone Etiquette (Fundamental Awareness): Able to handle patient or provider calls and contribute positively to the call center working environment. Demonstrates good manners, decorum and appropriate protocols. Avoids and neutralizes conflicts and handles difficult callers in a positive and professional way. - Patient Satisfaction (Fundamental Awareness): Participates in patient satisfaction related process improvement activities as well as providing high quality contact experience for the patient with every call. This position also has direct effect on ease of scheduling appointment and ease of getting clinic on the phone. Core Accountabilities - Organizational Impact: Performs clearly defined tasks and methods described in detail to achieve standardized solutions that impact own performance with regular guidance. - Problem Solving/ Complexity of work: Follows a well established process to solve routine problems where solutions are clearly prescribed. - Breadth of Knowledge: Has basic job knowledge of systems and procedures that are common to own job. - Team Interaction: Individually contributes to the team. Core Capabilities - Delivering Excellent Services: Serves Others with Compassion: Invests time to understand the problems, needs of others and how to provide excellent service. - Solves Complex Problems: Seeks to understand issues, solves routine problems, and raises proper concerns in a timely manner. - Offers Meaningful Advice and Support: Listens carefully to understand the issues and provides accurate information and support. - Ensuring High Quality: Performs Excellent Work: Checks work quality before delivery and asks relevant questions to meet quality standards. - Ensures Continuous Improvement: Shows eagerness to learn new knowledge, technologies, tools or systems and displays willingness to go above and beyond. - Fulfills Safety and Regulatory Requirements: Demonstrates basic knowledge of conditions that affect safety and reports unsafe conditions to the appropriate person or department. - Managing Resources Effectively: Demonstrates Accountability: Takes responsibility for completing assigned activities and thinks beyond standard approaches to provide high-quality work/service. - Stewards Organizational Resources: Displays understanding of how personal actions will impact departmental resources. - Makes Data Driven Decisions: Uses accurate information and good decision making to consistently achieve results on time and without error. - Fostering Innovation: Generates New Ideas: Willingly proposes/accepts ideas or initiatives that will impact day-to-day operations by offering suggestions to enhance them. - Applies Technology: Absorbs new technology quickly; understands when to utilize the appropriate tools and procedures to ensure proper course of action. - Adapts to Change: Embraces changes by keeping an open mind to changing plans and incorporates change instructions into own area of work. Qualifications - 1 year of relevant work experience. - High School Diploma or GED. Benefits This role offers the opportunity to make a meaningful impact within Vanderbilt Health, supported by a comprehensive benefits package which may include health, disability, retirement and/or wellness offerings to enhance your well-being and professional growth. Vanderbilt Health is committed to fostering an environment where everyone has the chance to thrive and is committed to the principles of equal opportunity. EOE/Vets/Disabled.

• Analyse complex business and technical challenges, using strong knowledge of both domains to design integrated, effective solutions. • Work closely with clients to understand their objectives, identify the most suitable solutions, and design processes that meet their needs. • Lead client workshops to gather detailed business, marketing and technical requirements, identify risks, and present mitigation options. • Collaborate with business architects to assess current capabilities and define high‑level requirements. • Translate business requirements and use cases into clear inputs for designers, including system designs and test plans. • Support multiple client engagements simultaneously, working effectively with internal and client-facing teams. • Review and support product, performance and user acceptance testing to ensure solutions meet requirements. • Present clear, solution‑focused overviews of platform architecture and integration capabilities to both technical and non‑technical audiences. • Continuously develop technical and business knowledge, contributing ideas for process improvement and better use of tools and resources. • Mentor junior analysts in requirements gathering techniques and documentation best practice. • Provide on‑call support where required by client agreements. • Travel as required.

• Closely manage multiple and concurrent implementation projects from initiation through project close, acting as the primary point of contact for your clients and assuming full accountability for a high-quality client experience. • Partner with your Delivery Manager to ensure that each phase of a client’s implementation is delivered on time while ensuring long-term client success and positive sentiment. • Lead scoping and discovery sessions to understand and document business requirements. • Deliver the client a ServiceTitan environment configured to meet their needs and align with ServiceTitan best practices. • Conduct training with clients to enable them on the different functions within the software and create customized training resources for client-specific workflows as needed, while ensuring the client follows ServiceTitan standards and recommendations. • Proactively identify and escalate client implementation risks, and collaborate with product, leadership, and/or your Delivery Manager to develop and communicate potential solutions. • Collaborate with cross-functional data, training, and product teams to deliver against defined project timelines. • Stay up-to-date and enabled on all new and in-development ServiceTitan functionality to ensure clients utilize the most current features. • Travel for client on-site 20-30% of the time.