Hello Heart

Marketing Operations

• Create and manage the marketing team’s AI plan, finding opportunities and turning them into a roadmap.
• Design and build AI-powered solutions, such as automated workflows, prompt libraries, and automation systems.
• Work with Data, Engineering, and Product teams to make sure AI solutions work well with our current tools (Iterable, Salesforce, Asana, etc.).
• Help the Member Marketing team use AI to improve enrollment targeting, personalize outreach, and speed up testing cycles.
• Apply AI to improve Enterprise Marketing campaigns, personalize client content, and help with market execution.
• Help the Brand and Communications team create content and build tools to produce on-brand materials faster.
• Build and lead an AI education program for the marketing team, including workshops and guides.
• Define and track goals for AI projects (like productivity and efficiency gains) and share results with leaders.
• Ensure the use of AI follows data privacy, HIPAA compliance, and ethical standards.

Senior Manager, AI Marketing Ops

Business Development Rep

• Master of Salesloft, Salesforce, LinkedIn Sales Navigator, ZoomInfo, MiEdge
• Research targeted consulting firms to identify key contacts and critical account information
• Utilize research to identify the target audience and craft personalized outreach to engage with qualified prospects
• Update and create marketing content for educating clients, through outbound reach-out via email, LinkedIn, video conferencing, and phone
• Organize meetings for Sales Directors, owning the process of setting up invites and coordinating key stakeholders for each meeting
• Initiate events and group conferences with key contacts and consulting offices - manage from start to finish (planning, implementation, follow-up, and reporting)
• Organize and participate in marketing activities - LinkedIn marketing campaigns, email campaigns, conferences and events
• Collaborate with peers and managers to identify ways to improve workflows for efficiency

Business Development Representative

Operations

• Lead lifecycle campaign operations in Iterable end-to-end: build and launch campaigns, journeys/workflows, triggers, templates, and personalization across email, SMS, and push notifications.
• Build and manage audiences based on defined segmentation frameworks, targeting strategies, suppressions, dynamic lists, and audience refresh processes, ensuring precise execution of the established lifecycle strategy, ensuring the right message reaches the right member at the right time.
• Execute campaigns from setup → QA → launch → monitoring, ensuring precision and consistency at high volume across email, SMS, and push.
• Manage and evolve QA processes to ensure flawless execution (rendering/testing, link checks, targeting validation, tracking, and compliance review).
• Implement process improvements and automation to reduce manual work and increase execution speed (including leveraging AI solutions or scripts when helpful).
• Ensure proper setup and governance of marketing tools and workflows (Iterable as primary; plus coordination with tools like Salesforce and Asana as needed).
• Maintain lifecycle data infrastructure: audience list generation protocols, segmentation standards, and documentation to support scalable execution and reliable measurement.
• Partner cross-functionally to align campaign execution with defined lifecycle priorities, stakeholder requirements, data dependencies, and compliance standards
• Operationalize structured experimentation, including A/B tests and holdouts, based on defined testing strategies and measurement frameworks, so the team can learn and iterate quickly.
• Execute lifecycle initiatives across the lifecycle function, ensuring operational excellence without strategic ownership of prioritization or roadmap decisions.
• Support operational workflows for additional channels like direct mail and phone outreach programs (e.g., list creation/formatting, vendor coordination, timeline management, QA).

Operations Manager, Lifecycle Marketing

Infrastructure Engineer

• Build, maintain, and scale production-ready cloud infrastructure across AWS and Kubernetes.
• Support the development of machine learning pipelines and a full data lake architecture.
• Improve build automation processes and help move the team from continuous integration to continuous delivery.
• Secure, scale, and operate Kafka clusters on Kubernetes.
• Partner with Engineering and Security teams to improve infrastructure reliability, security, and compliance.
• Develop dashboards, alerts, internal tools, and response processes to identify and address security and reliability risks.
• Improve logging, monitoring, and observability across production systems.
• Support containerized application deployments using Docker and Kubernetes.
• Help evaluate and adopt new tools that improve developer productivity, system reliability, and infrastructure scalability.

Cloud Infrastructure Engineer

Compliance

• Maintain Medicare provider enrollments across multiple entities
• Attain and maintain Medicaid enrollment in applicable states
• Complete reporting obligations associated with active licenses
• Maintain CMS ACCESS participation
• Monitor enrollment and licensing deadlines
• Maintain a centralized database of compliance requirements
• Respond to external audit requests from partners and clients
• Maintain compliance policies and procedures
• Field compliance inquiries and review requests from internal stakeholders
• Develop and administer compliance training programs
• Coordinate annual compliance training cycles
• Support the Vice President, Compliance with regulatory research and compliance oversight

Director, Compliance and Licensing

Growth Marketing

• Serve as a Business Development Leader for the company. Become a deep subject matter expert in all aspects related to Hello Heart and how we can work with targeted national payers.
• Lead prospecting, pitching, and contracting for strategic partnerships in the Health Plan/Medicare space.
• Manage and develop the Health Plan pipeline with accountability for strategic partnership targets.
• Negotiate and manage the execution of channel partnership agreements with Health Plans.
• Identify and execute partnership expansion opportunities.

Director, Health Plan Growth

• Lead end-to-end hardware program execution from feasibility through mass production
• Build and maintain integrated program plans across hardware, firmware, validation, manufacturing, quality, and supply chain functions
• Drive cross-functional alignment across Mechanical Engineering, Electrical Engineering, Firmware, Operations, Quality, and external manufacturing partners
• Own program schedules, milestones, dependencies, and risk management throughout the full product lifecycle
• Coordinate EVT, DVT, PVT, and production readiness activities to ensure programs stay on track
• Identify risks early, drive decision-making, and resolve blockers to maintain execution momentum
• Partner with contract manufacturers and suppliers to support build readiness, production validation, and manufacturing ramp
• Establish scalable processes, communication cadences, and execution frameworks that improve operational efficiency
• Use AI tools proactively to streamline program management workflows, automate repetitive tasks, improve reporting, and accelerate execution
• Build and maintain no-code AI workflows, automations, or agents that improve productivity, planning accuracy, risk tracking, documentation, and team coordination

Director, Technical Operations

Revenue Operations

• Own commercial terms end to end, including pricing, performance guarantees, and billing structures. Partner with Legal, Finance, and GTM leadership to ensure terms are competitive, scalable, and aligned with company goals
• Build and lead the deal desk function. Establish clear processes and guardrails that support fast deal execution while maintaining consistency and control across the business
• Partner directly with Sales on deal strategy. Act as a hands-on advisor to help structure deals, improve win rates, and increase overall deal value
• Design and manage pricing levers and promotional strategies. Identify opportunities in the market, test new approaches, and scale what works
• Create and maintain clear documentation for all commercial terms and deal desk workflows. Ensure materials are easy to use for the GTM team and structured to support AI-driven workflows
• Work cross-functionally with Sales Operations to ensure accurate deal booking, clean handoffs, and strong operational discipline
• Continuously evaluate deal performance and pricing effectiveness. Use data and market feedback to refine strategy and improve outcomes over time

Director, Revenue Operations – Strategy

Director

• Develop and nurture Hello Heart relationships with consulting contacts in your assigned region to generate new growth opportunities for Hello Heart
• Collaborate with key groups at Hello Heart (sales, channel partnerships, medical affairs, marketing) to advance opportunities with prospective clients through our pipeline
• Coordinate and participate in events with key consulting firm offices in your assigned region to further build your network and awareness of Hello Heart; leverage the expertise and resources of our internal Medical Affairs, Marketing, Sales, and Channel Partners teams to make events successful
• Develop and execute on a national strategy for an assigned portfolio of Consulting Houses; including cultivating national relationships, developing strategic partnerships, driving participation in consulting vendor programs (e.g., Mercer VIP), responding to consultant sourced RFIs

Director – Consultant Relations

• Own and optimize Zendesk and other core Support systems
• Manage AI-based deflection tools and related workflows
• Build and maintain integrations across Support systems
• Create dashboards, reporting, and data visualizations
• Evaluate and implement new tools, processes, and automations
• Partner with internal teams and vendors to troubleshoot issues
• Lead independent projects

Technical Operations Lead

Artificial Intelligence

• Shipped 5–10 internal AI workflows that are in daily use across Hello Heart, not prototypes, not demos, real tools people rely on
• Built agents, automations, and LLM-powered applications that measurably reduce cycle time, error rates, or manual effort in targeted workflows
• Created reusable patterns and components that accelerate every subsequent build
• Published an internal library of playbooks, templates, and working examples that other teams can learn from and extend
• Partner with functional leaders to understand their highest-friction workflows. Identify where AI can make a material difference, not where it's theoretically possible, but where the ROI is obvious
• Design and ship secure AI-powered workflows end-to-end. This means prompting, agent design, API integrations, workflow orchestration, and whatever else it takes to get a working solution into people's hands
• Measure usage and impact. Kill what's not working. Double down on what is. Move from prototype to production-grade within weeks, not quarters
• Document what works so it can be replicated. Build patterns, not one-offs. Train teams to use and extend what you've built

Senior AI Builder

• Account Leadership: Collaboratively build the retention & expansion strategy for Hello Heart for your accounts along with our customer success, consultant relationships, and partnerships teams.
• Relationship Management: Develop relationships with key client decision-makers and influencers to best position Hello Heart and their members for long-term success.
• Revenue Retention & Renewals: Responsible for overall revenue retention year over year to 95% or better
• Revenue Growth: Drive revenue growth through strategic client expansions, contract negotiations, and upsell opportunities
• Market Analysis: Conduct thorough market and competitive analysis to identify opportunities and trends.
• Industry Knowledge: Stay abreast of industry changes, regulatory updates, and emerging trends within the health plan landscape; bring market feedback to the Hello Heart team to improve product/market fit.

Director, Client Strategy and Growth

Customer Success Manager

• Own the end-to-end systems connectivity and usage across the entire CX department.
• Overlay all existing processes into appropriate tools to make sure ‘who-does-what-when’ aspects are captured seamlessly.
• Work closely with key CX leadership to ensure business requirements are identified, and a plan of action is managed to automate all initiatives.
• Act as a proactive business partner to Customer Success leadership, anticipating needs, identifying operational gaps, and driving forward-looking solutions that enable scale.
• Ability to work bottom up as well as top down to drive growth discussions as we look to build a ‘white glove service experience’ across our organization.
• Partner with internal and cross-functional stakeholders across Customer Experience, Marketing, Product, and Sales teams to drive stronger alignment on our goals and objectives.
• Ability to think Scalability and Efficiencies at all times – allow automation and systems to be that one point solution instead of ‘patch-fixes’.
• Own reporting and dashboards associated with CX needs – work in collaboration with our cross-functional Data team for support.
• Collaborative and a team player to align with all Revenue Operations stakeholders and have a ‘one team’ mentality.
• Create efficiencies across all aspects of the CX lifecycle through overlapping business acumen with technical know-how while building Sales Operations for scale.
• Ability to measure performance through various KPIs (ex: revenue growth, client health, CS lifecycle, attribution and conversion rates, speed of progression, user adoption, audit trails, bottleneck improvements, etc).
• Manage and prioritize project plans to set appropriate expectations, address stakeholder goals, determine target dates, and provide regular updates.
• Focused on measuring your own success through various metrics/KPIs (Ex: Systems health and usage, data flow management, data accuracy rate, dashboard / reporting adoption, automation, speed to delivery, etc)