Global Finance Teams

General

• Manage and nurture relationships with key healthcare clients to ensure satisfaction and retention.
• Act as the primary point of contact for client inquiries and concerns, providing timely and effective solutions.
• Collaborate with internal teams to deliver services that meet client expectations.
• Conduct regular client meetings and check-ins to assess needs and gather feedback.
• Identify opportunities for upselling services and enhancing client value.
• Maintain accurate records of client interactions and service delivery in the CRM system.

US Healthcare Specialist – Clarity

Product Manager

• Translate the founders' product vision into clear roadmaps and priorities.
• Lead products from discovery through launch and continuous iteration.
• Work with consultants, internal teams, and customers to understand how people learn and work, and turn those insights into product opportunities.
• Build AI-powered learning and workforce products that improve skill development, talent assessment, workforce intelligence, hiring, and operations.
• Write clear product requirements and partner closely with engineering on technical tradeoffs, feasibility, and sequencing.
• Translate complex workflows, data, and AI capabilities into intuitive user experiences.
• Define success metrics and use research, analytics, and experimentation to improve product and learning outcomes.
• Establish product processes and development rhythms as the company grows.
• Use AI throughout your workflow to accelerate research, prototyping, analysis, and product development.

Senior Product Manager, AI Workforce

Billing Specialist

• Learn to translate SOW contract terms into subscription models within Ordway.
• Ensure the seamless sync between Ordway and QuickBooks Online (QBO), keeping our general ledger pristine.
• Assist the Head of Finance and Controller with ad-hoc data requests, financial reporting, and audit preparation.
• Proactively manage and audit data cleanliness across all financial systems to ensure reporting is 100% reliable.
• Use tools like Coupler and SaasAnt to manipulate and import data with laser-sharp attention to detail.
• Actively look for ways to streamline our tech stack (Ramp, Cube, Claude AI) and propose more efficient workflows.

US Healthcare Specialist – Clarity

Senior Product Manager, AI Workforce

Data and Billing Specialist – PT