Barti

Account Executive

• Build and manage your own book of business across both inbound and outbound opportunities
• Run full-cycle sales: prospecting, discovery, demos, negotiation, and close
• Lead thoughtful conversations with eye care clinicians to understand their challenges and show how Barti improves their workflow
• Partner with SDRs to generate pipeline and refine messaging
• Maintain accurate pipeline management and forecasting
• Work cross-functionally with leadership, product, marketing and customer success to share feedback and strengthen our sales motion
• Contribute to a collaborative team culture by sharing learnings and supporting teammates
• Represent Barti at industry conferences a few times per year

Financial Planning and Analysis

• Owning company-wide financial planning, forecasting, and budgeting processes
• Leading annual planning, including headcount modeling, revenue assumptions, and scenario planning
• Building and maintaining financial models that support hiring, growth, and operational decision-making
• Partnering closely with leadership across Sales, Customer Success, Product, Engineering, and Operations
• Helping leadership evaluate investment tradeoffs across headcount, tooling, and strategic initiatives
• Improving visibility into business performance through reporting, forecasting, and financial analysis
• Improving financial operating cadence and reporting consistency across the business
• Establishing and leading monthly business reviews
• Strengthening oversight of payroll, accounts payable, accounts receivable, collections, and expense management
• Partnering with external accounting and finance vendors to ensure reliable financial operations
• Building scalable processes, controls, and systems that support future growth
• Supporting equity grant modeling and compensation planning processes
• Acting as a finance partner to go-to-market leadership on pricing, forecasting, and growth initiatives
• Testing commission plans and incentive structures across Sales and Customer Success teams
• Improving financial visibility into customer acquisition, retention, and expansion performance
• Supporting strategic partnership and expansion modeling
• Partnering with leadership on board reporting and investor materials
• Improving financial storytelling and executive-level reporting
• Supporting preparation for future fundraising and long-term capital planning
• Building credibility with external stakeholders including investors, auditors, and banking partners

Director of Finance

Implementation Specialist

• Lead Customer Onboarding: Manage a structured onboarding process and own the initial experience for new customers, serving as their primary point of contact.
• Project Management: Set clear expectations, define success plans, and manage multiple, concurrent implementation projects to ensure they are completed on-time and align with customer goals.
• Technical Configuration: Become a deep expert in the Barti platform, guiding customers through technical setup, system configuration, and data migration.
• User Training & Enablement: Conduct comprehensive training sessions (remote and occasionally in-person) to promote self-service and drive strong initial product adoption.
• Process Improvement: Contribute to process development and improvement efforts. Identify opportunities to enhance the onboarding experience and our operational efficiency.
• Serve as a Customer Advocate: Proactively anticipate customer needs, mitigate project risks with clear communication, and act as the primary internal champion for an exceptional post-sale experience.

Account Executive

Director of Finance

Implementation Manager