• Actively prospect new customers from the Oracle NetSuite database • Contact leads, present our differentiators, and understand the customer's pain points • Build and maintain trusted relationships with decision-makers and influencers at target companies • Populate and manage the CRM with up-to-date contact and opportunity information • Work closely with the marketing and pre-sales teams to optimize lead generation • Participate in client meetings and, when necessary, schedule meetings with technical and executive teams • Achieve targets for converted MQLs, opened opportunities, and closed sales.

• Fazer o mapeamento do mercado de acordo com a área de atuação e nível de aderência do cliente à nossa plataforma de gestão • Atuar como hunter com foco em clientes de médio a grande porte nos segmentos de serviços, agronegócios, indústria, varejo, atacado e distribuição • Atender leads gerados pela área de outbound e atuar com prospecção de novos clientes alinhados com a estratégia de negócios e metas estabelecidas pela unidade • Alimentar o CRM conforme evolução de sua atuação, para garantir a gestão de pipeline e forecasts no sistema • Realizar apresentação da solução com ênfase na necessidade do prospect, transmitindo o diferencial do software para o mesmo • Conduzir a negociação de modo a sustentar relações rentáveis e positivas para a empresa e para os clientes • Elaborar propostas no sistema e fazer follow up com o cliente até o fechamento • Participar de eventos para verificar tendências, fortalecer o networking e identificar oportunidades de novos negócios • Realizar acompanhamento das negociações, verificando status da implantação e garantindo a satisfação do cliente.

Role Description The Sr Technical Account Manager (TAM) serves as the primary technical liaison for client's post-implementation, ensuring the successful operation, optimization, and ongoing health of all client data integrations, file workflows, and reporting processes. This role partners cross-functionally with Client Success, Operations, Data & Engineering, Product, IT, and Implementations teams to proactively resolve technical issues, improve workflows, and drive scalable client outcomes. The TAM combines strong client-facing communication skills with technical and operational expertise to translate complex challenges into actionable solutions, while maintaining accountability for the day-to-day technical performance of assigned clients. Key Responsibilities - Client Technical Ownership & Partnership - Serve as the primary technical point of contact for client's post-implementation, supporting ongoing engagement and relationship health. - Act as the technical liaison in client-facing meetings, including discussions related to file workflows, integrations, reporting outputs, and system functionality. - Translate client technical needs into clear internal requirements, user stories, and execution plans. - Support Client Success Directors in executive business reviews (EBRs) and strategic growth discussions. - File & Data Operations Management - Monitor and validate the daily health of inbound client placement files and data feeds, ensuring timely receipt, accurate formatting, and successful system processing. - Track and analyze daily placement volumes, identifying anomalies (spikes/drops) and coordinating resolution with Operations and Client Success. - Oversee outbound file delivery processes (sFTP, reporting files, notes, vendor outputs) and coordinate resolution of failures. - Perform recurring inventory reconciliations to validate placement counts, balances, and data integrity between systems. - Technical Issue Resolution & Risk Management - Own the end-to-end coordination and resolution of technical issues, including file ingestion failures, reporting discrepancies, and workflow interruptions. - Facilitate cross-functional collaboration across Data, Engineering, Product, Operations, IT, and Implementations teams to resolve issues. - Perform and support root cause analysis and implement preventative solutions. - Proactively identify and escalate technical risks impacting client performance or experience. - Vendor & Integration Management - Manage vendor-related file workflows (e.g., Healthfuse, Huron, and other partners), including onboarding new integrations and maintaining ongoing performance. - Coordinate testing, validation, and deployment of new file processes and integrations. - Ensure consistent delivery, accuracy, and issue resolution across all third-party data exchanges. - Automation, Optimization & Scalability - Identify opportunities to reduce manual processes and improve operational efficiency. - Partner with Data & Engineering teams to automate reconciliation processes, monitoring, alerting, and recurring deliverables. - Drive continuous improvement initiatives focused on scalable client operations and performance optimization. - Technical Change Management & Enhancements - Lead client upgrades, system enhancements, and process improvements in coordination with Implementations and Client Success teams. - Coordinate testing, validation, and rollout of technical changes across internal and client stakeholders. - Identify clients with upgrade or optimization opportunities and drive execution of those initiatives. - Cross-Functional Collaboration & Execution - Act as the central connector across Product, Data, Operations, IT, Credentialing, Implementations, and Client Success teams. - Drive accountability and follow-through across teams to ensure timely execution and communication. Qualifications - Bachelor’s degree in healthcare administration, Information Systems, Business, Computer Science, or a related field preferred. - 5+ years of experience in Technical Account Management, Client Success, Healthcare Technology, Implementations, or related roles. - Strong understanding of data workflows, integrations, reporting logic, and system processes. - Experience working in cross-functional environments with Product, Data, and Operations teams. - Excellent communication skills with the ability to explain technical concepts to non-technical audiences. - Strong problem-solving, organizational, and stakeholder management skills. Requirements - Timely and effective technical issue resolution. - Accuracy and consistency of file transfers and data processing. - Reduction in recurring technical issues and escalations. - Improved workflow efficiency and automation adoption. - Strong client satisfaction and relationship health. - Effective cross-functional collaboration and execution. What Success Looks Like A successful TAM is proactive, detail-oriented, and highly collaborative, anticipating risks before they impact clients, simplifying complex technical challenges, and ensuring seamless execution across teams. They play a critical role in bridging client expectations and internal delivery, ultimately driving operational excellence, scalability, and long-term client success.

• Driving a prescriptive sales process and manage a defined sales territory (e.g., identify, develop, and close new business opportunities) • Prospecting for new clients through email campaigns, networking, cold calling, and other strategies you determine can reach client most effectively • Engaging in all qualified leads/opportunities assigned from a variety of teams (e.g., Channel, Logistics, Analytics, Marketing, Community, Lead Generation) • Nurturing prospects and current customers; cross-sell and upsell existing subscribers • Maintaining a rolling 90-day pipeline to meet or exceed ARR quota • Collaborating with an account team to understand and leverage existing relationships while cultivating a culture that grows together and aligns with our Client values • Maintaining customer satisfaction; respond to customers in a timely manner; ensure the customer has proper alignment with Customer Success • Documenting key findings, progress, insights, and pipeline velocity in Salesforce.com