PracticeTek

Vice President

• Develop and execute the Corporate IT strategy, roadmap, operating model, and investment priorities
• Establish standards, governance, decision rights, and operating metrics
• Build and lead a high-performing Corporate IT organization
• Advise executive leadership on technology, security, resilience, and operational risk, including Board-level reporting
• Own the strategy, lifecycle, integration, and administration of corporate applications and business systems
• Partner with business leaders to improve workflows, data quality, reporting, and technology adoption
• Own the employee technology experience from onboarding through offboarding, including devices, collaboration tools, productivity applications, and support
• Establish service levels and automate routine IT workflows
• Own corporate infrastructure, networks, endpoints, collaboration platforms, and core internal technology services
• Establish modern identity and access management based on least privilege and strong authentication
• Improve resilience, backup, disaster recovery, business continuity, and incident response
• Ensure internal environments are secure, reliable, observable, and documented
• Lead corporate security operations in partnership with the CPTO, Security, Legal, and Compliance
• Own technology-related GRC controls, operational risk practices, and Corporate IT audit readiness
• Establish controls for endpoint security, vulnerability management, access, monitoring, incident response, and third-party risk
• Coordinate significant technology and security incidents and drive post-incident improvement
• Manage strategic vendors, contracts, renewals, budgets, and technology investment decisions
• Drive cost efficiency through vendor consolidation, license management, architecture, and automation
• Improve internal workflows, approvals, knowledge management, and operational visibility
• Define ownership and decision rights across Corporate IT, Product, Engineering, Data, BI, and AI/ML
• Lead responsible adoption of automation and AI-enabled enterprise tools

VP, Corporate IT

Onboarding Specialist

• Manage customer onboarding projects from post-sale handoff through kickoff, configuration, training, launch, and transition to Customer Success
• Establish project goals, milestones, responsibilities, timelines, dependencies, and success criteria
• Maintain project documentation and hold customers and internal stakeholders accountable for next steps
• Serve as the primary customer contact throughout onboarding
• Lead customer meetings and provide proactive status updates
• Translate customer needs into actionable implementation plans
• Partner with Sales, Customer Success, Support, Product, Technical, Operations, and other teams
• Address configurations, workflows, data requirements, integrations, dependencies, and implementation issues
• Identify and resolve project risks
• Ensure training and implementation activities are completed
• Maintain accurate customer and system records
• Contribute insights to improve onboarding processes, resources, and customer time to value

Customer Onboarding Specialist – Patients

Sales Development Rep

• Generate new business opportunities through outbound prospecting calls and lead engagement within an assigned territory
• Schedule qualified online product demonstrations for Account Executives
• Communicate the value of PracticeTek’s software solutions
• Build rapport, overcome objections, and qualify prospect needs
• Use Salesforce, Outreach, and RingCentral to track activity, manage pipeline, and improve outreach effectiveness
• Collaborate with sales leadership and peers through training and team sessions
• Meet monthly qualified-demo quotas and daily/weekly outbound activity targets
• Maintain accurate CRM data and consistent Salesforce pipeline hygiene
• Generate qualified opportunities and provide Account Executives with high-quality leads

Sales Development Representative I

Customer Support

• Provide frontline customer support for practices using CT Revenue
• Respond to customer questions through approved support channels
• Guide customers through CT Revenue functionality, claim statuses, payer responses, payment activity, denials, and rejections
• Explain chiropractic billing concepts and common revenue-cycle terminology
• Research questions using product data, internal documentation, payer information, and support resources
• Document troubleshooting steps, findings, customer communications, and resolutions
• Differentiate product-use questions from billing, payer, configuration, training, and technical issues and route them appropriately
• Support questions involving Chiropractic Manipulative Treatment, including codes 98940, 98941, and 98942, plus E/M and therapy/rehabilitation services
• Explain active treatment versus maintenance care, medical necessity, documentation requirements, modifiers, authorizations, visit limits, coordination of benefits, and payer responses
• Apply Medicare chiropractic billing knowledge and commercial payer workflow knowledge
• Recognize personal injury and workers’ compensation scenarios and escalate specialized questions
• Escalate complex coding, reimbursement, compliance, payer-policy, or product-defect questions with context and documentation
• Contribute to knowledge-base articles, troubleshooting guides, training content, and support playbooks
• Share customer feedback and recurring friction points with Product, Revenue Cycle, Implementation, and partner teams
• Meet expectations for responsiveness, resolution quality, documentation, and customer satisfaction
• Use support data and coaching feedback to improve first-contact resolution and reduce avoidable escalations
• Participate in ongoing training on CT Revenue, chiropractic billing, payer workflows, and support best practices

VP, Corporate IT

Customer Onboarding Specialist – Patients

Sales Development Representative I

Revenue Cycle Support Specialist