Clinically AI

Controller

• Own monthly, quarterly, and year-end close, including journal entries, accruals, reconciliations, and financial statement preparation
• Maintain accurate GAAP financials, including P&L, Balance Sheet, Cash Flow, and supporting schedules
• Run Accounts Payable and Accounts Receivable end-to-end, including vendor onboarding, approvals, payment runs, invoicing, collections, and aging management
• Maintain operational understanding of Stripe activity and ensure it flows correctly into accounting systems and reconciles during close
• Own SaaS revenue recognition, including performance obligation assessment and treatment of discounts and multi-year agreements
• Manage revenue recognition automation tools and vendors and review outputs for accuracy
• Build forecasting models and reporting rhythms for visibility into cash, runway, and operating performance
• Provide variance explanations to leadership
• Build and improve internal controls, approval workflows, and accounting policies
• Coordinate with the CPA firm and external tax, payroll, and audit-support partners to remain audit-ready
• Build clean, repeatable finance processes and strengthen the finance backbone as the company scales

Assistant Financial Controller

Account Manager

• Build and execute the partnership strategy across reseller and white-label motions with EHR vendors
• Source, negotiate, and launch new partnerships
• Manage existing alliances end-to-end, including enablement, co-selling, implementation alignment, marketing, quota setting, forecasting, and deal support
• Develop executive-level relationships with EHR leadership and ties with field sales, operations, and customer success teams
• Run regular governance, QBRs, and joint account planning
• Set partner targets and quotas, drive pipeline creation and deal progression, and maintain accurate partner-sourced and partner-influenced forecasts
• Create repeatable playbooks, pricing and packaging, demo scripts, objection handling, and implementation guides
• Develop co-marketing plans such as webinars and case studies
• Master the product and demo it to partner prospects
• Translate partner and market feedback into product requirements with Product and Engineering
• Coordinate with Legal and RevOps on partner agreements, pricing, and reporting hygiene
• Remove blockers so partners can sell, support, and implement successfully
• Define the operating model and KPIs for the partnerships function
• Build the case to scale headcount as milestones are met
• Grow from an individual contributor role into building and leading a partnerships team as business demand warrants
• Deliver partner-sourced and partner-influenced ARR, reduce time-to-first-deal, maintain forecast accuracy and pipeline coverage, complete partner enablement and certifications, produce co-marketing outputs, and improve partner satisfaction and implementation readiness

Head of Partnerships

Director

• Lead end-to-end platform demonstrations connecting AI capabilities to clinical, compliance, and operational challenges
• Run operational discovery conversations and tailor demonstrations to organizational workflows, documentation processes, and stakeholders
• Explain complex AI concepts to technical and non-technical audiences
• Help customers understand improvements in documentation quality, compliance readiness, and clinician time
• Drive pipeline development, customer acquisition, executive relationships, and strategic expansion as the primary commercial owner of the region
• Shape regional support structures and contribute to scaling strategy as market penetration increases
• Lead regional market expansion across the West, Southwest, and Mid-Atlantic regions
• Build regional market presence and develop strategic customer relationships

Territory Director

Customer Support

• Serve as the first point of contact for customer inquiries
• Resolve customer issues promptly and effectively
• Assist users with troubleshooting, onboarding, and product guidance
• Educate customers on practical use of AI tools
• Help customers refine clinical documentation templates through prompt engineering
• Collaborate with internal teams to address customer feedback and identify product improvements
• Create and maintain FAQs, how-to guides, and troubleshooting materials
• Maintain deep knowledge of Clinically AI’s platform and healthcare applications

Assistant Financial Controller

Head of Partnerships

Territory Director

Customer Support Specialist