DocPlanner

Operations

• Understand your users deeply: talk to patients and therapists to uncover blockers and opportunities
• Drive product and operational decisions using Pareto/MVP thinking
• Launch and scale the market: onboard and manage the first cohort of therapists
• Design and scale GTM processes, creating repeatable playbooks
• Adapt and improve continuously using feedback from users and local teams
• Thrive in ambiguity: navigate challenges and learn fast

Growth & Operations Lead

Inside Sales

• Conduct consultative sales of the NOA product to clients in Chile.
• Work on optimizing filters and prospecting to acquire potential B2C leads.
• Manage the full sales cycle: prospecting, scheduling, demonstration, follow-up, and closing.
• Contribute to achieving the team's KPIs and targets.
• Map customers' current product usage to identify opportunities to improve outcomes, driving customer loyalty and retention.
• Escalate technical issues to the support team to ensure the product functions properly for customers.

Inside Sales Upsell – Bilingual, Spanish

Therapist

• Understand your users deeply: Talk to patients (including unhappy ones) and therapists to uncover blockers, pain points, and opportunities to improve the experience.
• Drive product and operational decisions: Use Pareto/MVP thinking to prioritize what to build, test, or skip, turning messy inputs into clear actions.
• Launch and scale the market: Onboard and manage the first cohort of therapists, setting up processes to ensure smooth operations and high-quality patient care.
• Design and scale GTM processes, creating repeatable playbooks, and growing operations from a handful of users or hires to hundreds.
• Adapt and improve continuously: Use feedback from users and local teams to optimize operations, product features, and the patient-therapist matching system.
• Thrive in ambiguity: Navigate challenges, course-correct when needed, and learn fast in a dynamic early-stage environment.
• Make Terapia operational and ready to scale: Establish processes, systems, and workflows—including hiring the first customer success team.
• Build your first cohort of therapists: Recruit at least 10 therapists who are ready and available to see patients.
• Gain deep user insights: Interview 20 patients to identify the most pressing problems worth solving.
• Optimize patient-therapist matching: Refine the survey and matching system to ensure patients are paired with the most relevant therapists.
• Close the feedback loop: Gather and share insights with local Docplanner teams to improve both operations and the product.

Market Launch Owner

Account Executive

• Desarrollarás la línea de negocio del marketplace del segmento de CLINICAS para nuestro SaaS Clinic Cloud.
• Tu objetivo: gestionar el ciclo completo de la venta.
• Desde marketing se facilita una base de datos de leads inbound y outbound.
• Primer contacto a través de llamada.
• Dar seguimiento a potenciales clientes a través de creación de secuencias utilizando diferentes herramientas.
• Agendar demos con potenciales clientes.
• En ellas, identificar los puntos de dolor y las necesidades del cliente.
• Negociación y cierre de venta.
• Migración a Customer Success.
• Mantener el CRM actualizado.
• Recibir feedback proveniente de clientes y facilitarlo al equipo producto.

Account Executive, Clinic Cloud

Sales

• Acquisisci nuovi clienti.
• Generi opportunità dal nulla.
• Vendi soluzioni che fanno la differenza.
• Conquisti la trattativa.
• Collabori con il team di post-vendita.

Regional Sales Account Manager

Project Manager

• Project Coordination & Delivery
• Plan, organize, and track project milestones across product, tech, business, and operational teams.
• Define and support day-to-day execution of tasks, ensuring clarity around deliverables, timelines, and owners.
• Help maintain project documentation, status reports, and retrospectives for continuous improvement.
• Support coordination between global initiatives and local execution, helping ensure alignment across teams and markets.
• Data-Guided Insights
• Work with basic data extraction tools or SQL queries to pull relevant metrics or datasets for analysis.
• Assist in gathering and summarizing quantitative and qualitative data to inform project and operational decisions.
• Support the use of operational metrics (e.g. volumes, response times, recurring issues) to help identify patterns, priorities, and improvement opportunities.
• User & Market Research Support
• Collaborate on user research activities, including surveys, interviews, and usability studies helping coordinate logistics and synthesize findings into clear insights.
• Contribute to research initiatives by organizing user and operational feedback, patterns, and trends into actionable recommendations that work across different markets.
• Operational & Cross-Market Collaboration
• Collaborate with local customer support and operational teams to understand workflows, constraints, and country-specific realities.
• Support the rollout of global initiatives into local operations, helping adapt processes, documentation, and communication where needed.
• Help identify operational bottlenecks or inefficiencies and work with stakeholders to propose practical, scalable improvements.
• Act as a bridge between global strategy and local execution, ensuring initiatives are realistic, understood, and actionable.
• Communication & Stakeholder Engagement
• Communicate project status and insights clearly to stakeholders in English.
• Facilitate cross-team collaboration with a flexible mindset, adapting communication style based on audience, context, and level of operational maturity.

Global Project Manager, Patient Care

Data Scientist

• Simplify everything: Reduce our data stack complexity and eliminate waste across data warehouse, product analytics, and BI teams
• Build reliability: Ensure data quality is so consistent that teams stop questioning numbers and start making decisions
• Understand the business: Partner with departments to identify real priorities vs. nice-to-haves, focusing resources on what drives impact
• Modernize operations: Leverage AI tools and establish new workflows that scale with our global growth
• Lead transformation: Change how your teams work—from reactive data providers to proactive business enablers
• Lead and evolve the Data function, with responsibility for people leadership and team structure

Head of Data

Artificial Intelligence

• Prowadzeniem kompleksowego procesu sprzedażowego B2B – od pierwszego kontaktu, przez analizę potrzeb biznesowych, aż po przekazanie klienta do zespołu wdrożeniowego (Customer Success)
• Obsługą dostarczonej bazy leadów – Twoim zadaniem będzie kontakt z potencjalnymi klientami zgodnie z naszym standardem sprzedaży doradczej
• Budowaniem relacji z decydentami – menedżerami, właścicielami, dyrektorami medycznymi i członkami zarządów
• Prowadzeniem rozmów sprzedażowych telefonicznie, mailowo oraz w formie spotkań online
• Analizą celów i wyzwań placówek medycznych, by jak najlepiej dopasować naszą ofertę
• Prezentowaniem ofert dostosowanych do potrzeb różnych struktur organizacyjnych
• Realizacją celów sprzedażowych, opartych na wartości kontraktu, liczbie wdrożeń i aktywowanych użytkowników
• Ścisłą współpracą z zespołami Customer Success, Product i Marketingu, by zapewnić płynne wdrożenie i długofalową satysfakcję klienta.

Specjalista ds. sprzedaży AI – klient biznesowy

• Lead and coordinate WhatsApp marketing efforts across all teams and markets, ensuring consistent strategy execution and performance optimization.
• Establish and maintain robust WhatsApp infrastructure, monitor channel reputation, test new tools, and implement best practices to ensure optimal deliverability and compliance.
• Drive continuous improvement of WhatsApp campaigns to maximize MQL generation and verification rates through data-driven insights and strategic adjustments.
• Execute high-impact projects focused on email and WhatsApp initiatives, including global deliverability improvements, system integrations, and evaluation of new marketing technologies.
• Work closely with regional marketing teams, Marketing operations, Analytics, and others to ensure seamless WhatsApp campaign delivery and achievement of business objectives.
• Monitor, analyze, and report on WhatsApp performance metrics, providing actionable insights to drive program improvements and business growth.

WhatsApp Specialist

Risk

• Develop and implement operational risk management frameworks, conducting risk assessments and establishing mitigation strategies to support LATAM expansion and ongoing operations.
• Design and implement fraud detection and prevention programs across LATAM markets, including advanced monitoring systems and response protocols.
• Establish and maintain robust anti-money laundering and know-your-customer programs aligned with regional regulatory requirements and international standards.
• Build and oversee fraud controls, including transaction monitoring and emerging payment related risks.
• Lead operational risk assessments, complex fraud investigations, and incident response, coordinating with internal teams, vendors, and external authorities.
• Act as a trusted advisor to senior stakeholders on comprehensive LATAM risk management, fraud prevention, and compliance topics.
• Define and track KPIs related to operational risk exposure, fraud loss, prevention effectiveness, investigation timelines, and regulatory compliance.

Senior Risk & Fraud Lead, LatAm

• Diagnosticar necesidades formativas del equipo comercial y diseñar itinerarios de aprendizaje a medida.
• Crear y actualizar materiales didácticos: presentaciones interactivas, guías de venta, videos cortos, role-plays y módulos online (LMS).
• Impartir workshops presenciales y sesiones virtuales dinámicas (product & pitch training, técnicas de negociación, storytelling de ventas).
• Acompañar a reps en campo: coaching one-to-one, “ride alongs” y feedback en tiempo real.
• Medir el impacto de la formación con indicadores (time to productivity, mejora de KPIs comerciales, nivel de satisfacción).
• Colaborar estrechamente con Sales Leadership, Marketing y Producto para alinear mensajes y lanzar iniciativas de enablement.
• Promover la cultura de aprendizaje continuo y compartir mejores prácticas dentro del equipo.

Sales Trainer

Full-stack Engineer

• Forming a foundational team in the PMS Area (Patient Management System)
• Powering Docplanner’s Practice Management Systems
• Report to technical leadership and collaborate with a high-impact Global Team
• Lead through architectural challenges
• Apply expertise across different technologies as the ecosystem evolves

Growth & Operations Lead

Inside Sales Upsell – Bilingual, Spanish

Market Launch Owner

Account Executive, Clinic Cloud

Regional Sales Account Manager

Global Project Manager, Patient Care

Head of Data

Specjalista ds. sprzedaży AI – klient biznesowy

WhatsApp Specialist

Head of Data

Head of Data

Head of Data

Senior Risk & Fraud Lead, LatAm

Sales Trainer

Senior Full Stack Engineer – PMS