Anagram

Sales Development Rep

• Identify potential clients and engage at an early stage by reaching out via phone calls, emails, and considerate follow-through as you qualify leads and book demos for our Account Executives
• 50+ dials a day
• Objection handle apathetic gatekeepers and stay focused on discovery questions to truly understand the value need and potential fit across our various products
• Become a student of the industry and study the various use cases and pain points that modern day eyecare professionals face when dealing with vision insurance, major medical insurance and billing
• Identify what you need to do to meet your assigned goals, ask questions and partner with your team to ensure you get there with consistency
• Begin meeting or exceeding expectations within 60 days of onboarding
• Iterate upon your process to improve results and get promoted to Account Executive within 1 year assuming goals are met.
• Establish a cadence of communication with Account Executives, Marketing, and leadership to get to know the industry, our products and services
• Own your metrics from top to bottom, maintain CRM hygiene, sales notes, call recordings etc to ensure transparency and improve performance
• Speak confidently about Anagram solutions and offerings
• Build relationships with prospects, colleagues, and teammates
• Maintain a positive attitude and bring energy to the team

Sales Development Representative

Backend Engineer

• Design, develop, and maintain backend services and APIs using Python
• Implement new features and enhancements that align with product requirements and technical roadmaps
• Optimize code for reliability, scalability, and performance
• Build and deploy Robotic Process Automations (RPAs) to streamline business workflows
• Maintain and update existing automations, ensuring minimal disruption to operations
• Write comprehensive unit tests to ensure code quality
• Participate in code reviews to maintain standards and share best practices
• Debug and troubleshoot production issues, delivering timely and effective fixes
• Work closely with frontend engineers, QA, and product managers to deliver end-to-end solutions
• Contribute to product planning and architecture discussions
• Champion best practices in version control, code reviews, documentation, and process optimization

Solutions Engineer

• Act as the technical partner to Sales during discovery and demo cycles, shaping scalable integration plans.
• Lead technical onboarding and implementation projects from kickoff through go-live.
• Design, document, and manage customer API integrations (RESTful APIs, webhooks, and ETL workflows).
• Coordinate with internal Engineering and Product teams to deliver customized, performant solutions.
• Deliver technical training, troubleshoot issues, and support configuration/integration challenges.
• Serve as the long-term technical point-of-contact for enterprise clients, including during QBRs and roadmap planning.

Integrations Engineer

QA Engineer

• Quality Assurance
• Define and document test cases for the new features
• Verify the correctness of the insurance portals parsing
• Perform regression testing of scenarios that are not automated yet
• Help to automate manual test cases using Cypress and TypeScript, and maintain existing ones
• Team support
• Troubleshoot customer issues and provide support to non-technical teammates

Business Operations

• Keep our CRM and sales workflows humming. Lead management? Automation? Process improvements? You’re on it.
• Make sure renewals, upsells, and customer workflows are seamless and effective.
• Build dashboards, analyze data, and turn insights into action. Help the team see the bigger picture and make better decisions.
• Work with the product team to research, specify, and prioritize R&D tickets.
• Help us plan and execute successful launches by keeping everyone aligned and focused.
• Streamline billing, improve processes, and tackle the day-to-day ops challenges that come up.
• Work closely with sales, customer success, marketing, and product to keep everyone moving in the same direction.

Business Operations Analyst

Customer Success Manager

• Manage a large book of business; you are not intimidated by 250+ accounts
• Manage our self-contained training program and check in on new customers to be sure they are hitting internal time-to-value metrics.
• Deliver and communicate ROI for our clients, throughout the customer lifecycle
• Ensure client satisfaction, balance customer expectations, and negotiate successful resolutions
• Interpret user key health indicators, to drive and improve product utilization and adoption
• Identify growth opportunities within an account and own renewal conversations
• Influence a positive, solution-centric, and results-driven partnership with customers to ensure that they achieve their desired outcome on the platform.
• Quarterback experiences by various cross-functional teams at Anagram, on behalf of the customer
• Solicit positive feedback, company reviews, and referrals from happy customers
• Attend conferences and trade shows (occasionally as needed)