Flagler Health

Account Manager

• Own a portfolio of existing accounts and carry a target for growth and retention
• Build strong relationships with decision-makers and day-to-day users at each clinic or provider group
• Learn each account's goals and workflows, and proactively surface ways to increase platform value
• Identify and close expansion opportunities from initial conversation through signed agreement
• Prepare proposals, pricing, and business cases demonstrating expansion value
• Lead regular account reviews and renewals, and maintain customer engagement
• Partner with Customer Success, Product, and Revenue Operations to remove blockers and deliver on sold solutions
• Track account health and accurately forecast growth in the CRM

Revenue Operations

• Own and administer the CRM and wider go-to-market tech stack, from configuration to data hygiene
• Build and maintain pipeline, forecasting, and performance reporting
• Define and document revenue processes connecting Sales, Account Management, Customer Success, and Marketing
• Partner with Finance on targets, quota and territory planning, and revenue reporting
• Analyze funnel and retention data to identify what is working and where deals are lost
• Manage lead routing, handoffs, and rules that keep records accurate across systems
• Evaluate, implement, and integrate new tools, and retire underperforming tools
• Run dashboards and cadences for weekly pipeline and forecast reviews

Revops Manager

Financial Planning and Analysis

• Build an AI-native finance function for Flagler Health, a company providing software and clinical operating support for musculoskeletal care providers
• Own the driver-based operating model and annual budget, evolving them into a continuously updated forecast connected to live operational data
• Build the monthly reporting package for leadership and investors and automate its underlying data pipeline
• Build and maintain unit economics by customer, clinic, and service line
• Own headcount and cash planning, including runway scenarios and analysis for hiring, vendor, and capital-allocation decisions
• Design and ship AI-driven workflows for invoicing, collections follow-up, reconciliation, variance commentary, and reporting
• Use LLMs, agent frameworks, and light scripting to automate processes across billing, banking, cap table, and BI systems
• Evaluate and implement finance tools and establish standards for documentation, monitoring, and data integrity
• Own order-to-cash analytics, including revenue recognition, AR and collections performance, and reconciliation of billed revenue against RCM and care-management activity
• Partner with Sales on pricing and discounting analysis, deal structure, and customer-facing ROI and pilot-results analyses
• Assess prospective customers' practice financials to size opportunities from RCM, RTM/CCM, and other programs
• Support corporate development through diligence, valuation, and deal-economics analysis for partnerships, carve-outs, and acquisitions
• Support cap table administration, treasury operations, and investor reporting
• Report to the VP of Finance and work directly with the CEO, Sales, RCM, and Clinical Operations

Finance Associate

Director

• Own corporate IT across Microsoft 365 and Entra ID in India and Google Workspace in New York
• Build and run the India Windows fleet on Intune with Autopilot provisioning
• Stand up IT for the India entity, including procurement, connectivity, and Conditional Access into US systems
• Run onboarding and offboarding in both directories, from day-one setup through same-day de-provisioning
• Hire and manage an in-country IT lead as the India team grows
• Build the physical layer for the office move, including network, Wi-Fi, and conference room AV
• Define the support model, including ticketing, response targets, and runbooks across two countries
• Set IT strategy while remaining hands-on with policies, access reviews, and office cabling
• Report to the CTO and partner with Finance, People Ops, and Engineering

Director of IT

Customer Success Manager

• Rank incoming requests by impact, dependencies, and launch dates, deciding team priorities
• Carry each clinic from first call to fully live, steering the technical work throughout
• Break project scope into schedules with clear owners and dates
• Keep engineering, product, and clinics aligned with clean handoffs
• Surface risks early and escalate before deadlines slip
• Provide internal teams and clinics with clear launch-status updates
• Improve the implementation playbook and route recurring product gaps to engineering

Account Manager

Revops Manager

Finance Associate

Director of IT

Project Manager, Customer Success