Cerbo EHR

Implementation Specialist

• Actively contribute to all onboarding and training projects to support the customer journey, and product adoption
• Work closely cross-functionally to resolve technical or process-related questions
• Proactively identify customer needs, challenges and manage expectations
• Complete assigned project responsibilities which include but are not limited to: account activations, setting up eFax/ePrescribing, setting up all technical integrations requested by the customer and account deactivations
• Document progress and updates; communicate whether your activities are on track/off track with the relevant stakeholders
• Develop and maintain technical expertise in assigned areas of the product functionality and utilize that expertise effectively and efficiently to help customers
• Collaborating with Technical Support when indicated to problem solve for customers
• Work closely with the Customer Success Team for turnovers (when applicable) and collaborate on ways to improve the implementation process by identifying persistent issues or gaps

Implementation Manager

Revenue Operations

• Serve as a strategic business partner to the CFO and executive team, shaping the company’s GTM strategy and ensuring execution aligns with long-term growth goals.
• Lead the design and implementation of revenue processes that enhance efficiency, improve conversion, and accelerate revenue growth across Sales, Marketing, and Customer Success.
• Partner with FP&A to drive forecasting, capacity planning, quota design, and annual/quarterly planning cycles.
• Own sales compensation strategy and administration, ensuring alignment with business priorities and clarity for the field.
• Oversee the architecture, implementation, and optimization of the RevOps tech stack (CRM, marketing automation, commissions, billing, and related platforms).
• Drive end-to-end workflow improvements from lead-to-renew and quote-to-cash, ensuring seamless handoffs, data fidelity, and scalable processes.
• Identify, implement, and optimize systems and tools that support automation, improve data quality, and enhance reporting and forecasting accuracy.
• Manage vendor relationships and evaluate new technologies that support revenue growth.
• Build, lead, and retain a world-class RevOps team; mentor leaders, develop future talent, and establish a high-performance, outcomes-driven culture.
• Act as the connective tissue across Sales, Marketing, Customer Success, and Finance, ensuring alignment on goals, data, and execution.
• Lead change management initiatives to ensure the organization adapts to evolving GTM strategies, market dynamics, and operational best practices.
• Own the company’s revenue data strategy, ensuring accuracy, integrity, and compliance across all systems.
• Deliver strategic insights and executive-level reporting on pipeline health, sales performance, customer retention, and expansion.
• Partner with leadership to identify revenue opportunities and risks, providing recommendations to drive sustained growth and operational excellence.

Director of Revenue Operations

Sales Development Rep

Cerbo is a high-growth healthcare SaaS company offering Cerbo EHR cloud-based EHR and patient portal software.
Generate qualified meetings and pipeline for the sales team.
Build awareness of Cerbo’s value among prospective clients in functional and integrative medicine, direct primary care, and general wellness practices.
Maintain a consistent outreach cadence through phone, email, and other channels.
Partner closely with Account Executives and marketing to refine messaging and targeting strategies.
Research and identify potential client accounts through targeted outbound efforts.
Conduct cold calls, emails, and social outreach to engage decision-makers.
Qualify inbound leads from marketing campaigns and convert them into opportunities.
Clearly articulate Cerbo’s value proposition and tailor messaging to prospects’ business needs.
Use CRM tools to track activities, maintain accurate pipeline data, and report on results.
Collaborate with the broader sales and marketing teams to continuously improve messaging and conversion rates.

Sales Development Representative

Customer Success Manager

Cerbo is a high-growth healthcare SaaS company, providing Cerbo EHR cloud-based electronic health records and patient portal software system.
Own the ongoing client relationship for our top Cerbo customers and drive retention, expansion, and advocacy.
Embed yourself in customer organizations as a trusted thought partner and partner with internal teams to ensure world-class experiences.
Own the client experience post-implementation, focusing on client growth, satisfaction, retention, and expansion opportunities.
Monitor account health across a book of accounts, lead project management that contributes to adoption, utilization, and growth.
Establish bi-annual reviews with key stakeholders measuring value delivery to prevent churn and secure expansion.
Be a product expert to help customers use our product to solve pain points; attend industry events to meet customers.
Use success plans to demonstrate ROI, identify upsell opportunities, contribute to revenue growth, and communicate customer feedback internally.
Be an exceptional communicator and partner with customers to develop case studies and sales/marketing resources.

Implementation Manager

Director of Revenue Operations

Sales Development Representative

Enterprise Customer Success Manager