• Own administration of our core SaaS systems including Rippling, Google Workspace, Salesforce, Maxio, Jira, and related tooling • Serve as the company-wide point of contact for internal tool questions, escalations, and requests • Evaluate, procure, implement, and retire internal tools based on evolving business needs and operational scale • Manage vendor relationships, contracts, and renewals in partnership with Finance and Legal • Design and maintain the data architecture connecting our internal systems — data models, pipelines, warehousing, and integrations between SaaS tools and our analytics environment • Build and maintain ETL/ELT workflows via APIs, iPaaS tools, and native connectors so data flows reliably between systems of record • Establish scalable data governance practices around ownership, quality, definitions, and access • Partner with Data & Analytics teams to ensure operational and AI-related workflows are supported by reliable, well-modeled data • Administer and support the company’s AI tooling ecosystem, including licensing, access management, usage policies, and employee enablement • Partner cross-functionally to operationalize AI workflows and ensure employees can effectively leverage approved tools • Lay the foundation — SSO, identity, shared context, data access — that lets AI initiatives move from experiments to systematic implementation • Partner with Product, Engineering, and Operations leaders as they build AI into their workflows • Evaluate and pilot emerging AI capabilities and help drive responsible adoption across the organization • Own the internal-systems side of Coursedog’s SOC 2 compliance program, including access controls, provisioning and deprovisioning, access reviews, MFA enforcement, audit logging, and evidence collection • Implement and maintain identity and access management (SSO, SCIM, least-privilege, RBAC) across the tool stack • Manage endpoint security and MDM for company devices • Partner with Security and Legal on policy creation and implementation, risk assessments, and vendor security reviews (including AI tools) • Build and launch a centralized internal knowledge base and FAQ program, including documentation for core business systems, common support requests, onboarding/offboarding procedures, and AI tooling guidance. Establish ownership, maintenance processes, and self-service workflows that reduce repetitive support requests. • Complete a comprehensive audit of all internal platforms, applications, user accounts, and access permissions. Deliver a documented inventory of systems, identify orphaned accounts and excessive privileges, and implement a repeatable access review process. • Increase identity and access management maturity across the organization by driving MFA adoption, expanding SSO coverage where technically feasible, documenting exceptions, and establishing standardized provisioning and deprovisioning workflows. • Partner with Operations stakeholders to assess Coursedog's readiness for SOC 2. Identify control gaps, document current-state processes, implement foundational workflows and evidence collection procedures, and deliver a prioritized roadmap toward successful audit readiness. • Establish baseline IT operational processes, including ticket triage, support documentation, access request workflows, and system ownership records, creating a sustainable foundation for future scale. • Leave the organization with clear documentation, repeatable processes, and measurable improvements in security posture, access governance, and employee self-service capabilities.

• Manage, mentor, and support the EHR Integration Team, fostering professional growth. • Ensure appropriate team capacity planning and scheduling to support new integrations and conversions. • Oversee performance of Time to First Value and NPS KPIs, implementing strategies to achieve continuous improvement. • Provide guidance and support for complex EHR Integration projects, including EHR conversions, serving as an escalation point for risks and issues. • Monitor progress across all EHR integrations, ensuring timely completion of deliverables. • Oversee the installation, validation, troubleshooting, and ongoing health of PatientIQ's FHIR applications across the customer base. • Maintain and update resources in the CRM and project management tools to support team and customer needs. • Lead initiatives to optimize integration workflows, documentation, and tools. • Establish scalable processes for managing multiple simultaneous integrations while ensuring consistent quality. • Regularly report team performance metrics, capacity, and project statuses to PatientIQ leadership. • Collaborate with cross-functional teams (e.g. Product, Sales, Customer Success) to ensure seamless customer journey experience and scoping. • Enhance the sales-to-integration and integration-to-Customer Success handoff process for improved efficiency and information quality. • Serve as the voice of the customer on EHR integration topics, synthesizing patterns from active integrations and surfacing actionable feedback to the Product team. • Stay current on EHR interoperability trends to inform customer conversations and internal process improvements.

• Equip revenue-generating teams with knowledge, skills, tools, and processes to sell confidently and effectively. • Combine strategic thinking with operational excellence to design, execute, and continuously improve scalable enablement programs that drive measurable business outcomes. • Support Sales Enablement strategy across various organizations, ensuring teams are prepared for evolving products, go-to-market strategies, and customer needs. • Own end-to-end enablement programs from planning through execution and reinforcement. • Build comprehensive enablement plans with clear objectives, timelines, and success metrics. • Design and deliver engaging instructor-led, self-paced, and live training. • Develop playbooks, programs, learning paths, and reference materials. • Measure program effectiveness and continuously improve based on feedback and performance data.

• Equip revenue-generating teams with knowledge, skills, tools, and processes • Design, execute, and continuously improve scalable enablement programs • Partner with executive leadership to translate business priorities into scalable enablement initiatives • Lead rollout strategies for new products, GTM messaging, sales motions, tools, and operational processes • Develop enablement roadmaps aligned with company objectives and sales priorities • Identify enablement gaps through performance data, stakeholder feedback, and sales insights • Own end-to-end enablement programs from planning through execution and reinforcement • Build comprehensive enablement plans with clear objectives, timelines, and success metrics • Design and deliver engaging instructor-led, self-paced, and live training • Develop playbooks, programs, learning paths, and reference materials with Toptal’s LMS and other tools • Facilitate workshops, webinars, office hours, and reinforcement sessions • Measure program effectiveness through adoption, engagement, behavior change, and business impact • Collect qualitative and quantitative feedback from stakeholders and learners • Share program impact with leadership through clear reporting and recommendations • Build trusted relationships with Sales Leadership and cross-functional teams • Consult with stakeholders to understand business needs and recommend enablement solutions