Systems & Process Design:
- Own CRM and contracting system architecture, including HubSpot and Ironclad, to drive efficiency across commercial lifecycle.
- Design and implement workflow automation, data governance, and system integrations to support growth and customer success.
- Build and maintain forecasting infrastructure, dashboards, and documentation standards for data and processes.
GTM Strategy & Operations:
- Partner with Growth leadership to define territory plans, pipeline generation strategy, and deal underwriting workflows.
- Manage full contracting lifecycle from redline coordination to submission, scaling operations for peak season volumes.
- Lead vendor management for technical builds and own the integration layer between key commercial systems.
Post-Sale & Cross-Functional Partnership:
- Extend systems to support Customer Success with health scoring, churn risk signals, and client reporting infrastructure.
- Collaborate with Data Science to formalize ACO submission workflows and with CS leadership on performance reporting.
- Identify and close gaps in the post-sale tech stack as the customer success function matures.
Pearl Health
Pearl Health empowers primary care providers, health systems, and physician-led networks to succeed in value-based care with technology, financial tools, and expert services. The company, founded in 2020 and backed by premier investors, partners with thousands of providers across 44 states.