Kipu

Analyst

• Own the CPQ Platform
• Lead the end-to-end design, configuration, and management of Salesforce CPQ, including product catalog, pricing, discounting, and approvals
• Partner with RevOps, Product and Finance to align CPQ with go-to-market strategy and deal workflows
• Drive improvements to quoting speed, accuracy, and scalability through automation and best practices
• Help manage integrations between Salesforce CPQ, DocuSign Conga, NetSuite, and Zone Billing
• Collaborate with other business system colleagues and external partners on integration architecture and data flow optimization
• Ensure the end-to-end quote-to-cash process is seamless, accurate, and scalable
• Evaluate new Salesforce CPQ capabilities and guide business partners on the art of the possible
• Troubleshoot complex issues, perform root cause analysis, and implement sustainable fixes
• Maintain data quality and governance across products, pricing, quote, order and subscription records
• Act as a subject matter expert (SME) for CPQ capabilities and processes
• Educate business stakeholders on system capabilities and design tradeoffs
• Translate complex technical configurations into clear, business-friendly explanations

Senior CPQ Analyst

Account Executive

• Respond promptly to inbound ePrescribe inquiries from existing customers; qualify interest, assess fit, and guide them through purchase and implementation steps
• Identify and reach out to behavioral health facilities within Kipu’s customer base that are not yet using ePrescribe or have limited adoption
• Partner with Account Executives and Customer Success Managers to uncover opportunities where ePrescribe can improve workflow efficiency or compliance
• Maintain accurate records of all activities, opportunities, and forecasts in Salesforce
• Prepare quotes, follow up on renewals or license expansions, and manage deals from initial inquiry through close
• Clearly articulate the value of Kipu ePrescribe—how it enhances clinical safety, efficiency, and compliance
• Work cross-functionally with Implementation, Support, and Billing teams to ensure smooth handoffs and a great customer experience
• Meet or exceed monthly sales quotas for ePrescribe license additions and adoption metrics

ePrescribe Sales Representative

Operations

• Identify friction points in workflows, communication, and team dynamics that slow teams down.
• Design and implement process improvements that enhance delivery predictability, collaboration, and morale.
• Partner with leaders across the business to align processes and priorities.
• Build scalable workflows that balance structure with flexibility, ensuring processes enable—not hinder—innovation.
• Lead change management efforts to ensure new processes, tools, and frameworks are successfully implemented and sustained.
• Track and measure performance metrics to assess engagement, utilization, and success of process changes.
• Strengthen alignment between Product, Engineering, and cross-functional stakeholders by facilitating clear communication and shared accountability.
• Maintain visibility into ongoing projects and priorities, escalating risks and blockers early.

R&D Ops Enablement Lead

Events

• Oversee all conference details — from ordering and inventory to vendor coordination and on-time delivery.
• Serve as the primary liaison between Kipu and conference organizers, ensuring seamless communication and execution.
• Manage Kipu’s conference staff registration, travel, and logistics.
• Identify and manage speaking opportunities, collaborating with the marketing team to prepare and submit proposals.
• Plan and execute high-impact networking events that enhance brand presence and deepen relationships.
• Ensure Kipu’s onsite team is equipped with sales enablement tools and materials.
• Manage all event tasks and timelines in Asana to ensure clear ownership and accountability.
• Track and analyze post-event performance, focusing on engagement and MQL generation.
• Partner with the demand generation team to develop and deploy event-related mass communications.
• Ensure smooth post-event follow-up, combining automation and personalized outreach to maximize ROI.
• Be ready to tackle onsite challenges with professionalism, agility, and grace.

Senior Events Marketing Manager

Sales

• Partner closely with Sales Leadership to achieve growth objectives and collaborate cross-functionally to drive strong relationships and alignment with Sales in existing business strategy across acquisition, utilization, and retention.
• Recruit, coach, motivate, and manage a team of existing business sales representatives to ensure that they overachieve quota.
• Carry out an onboarding program for new representatives to ensure they ramp up on productivity quickly.
• Work closely with team to execute prospecting and outreach strategies.
• Conduct regular one-on-one meetings with team members to drive pipeline, understand training and development needs, and provide insight for the improvement of the team’s sales and activity performance.
• Prepare monthly, quarterly and annual sales forecasts.
• Use customer feedback to generate ideas about new features or products.
• Work closely with sales management and marketing to carry out strategies to generate high quality pipeline.
• Support executive deliverables such as Board Reviews, Executive QBRs, strategic planning, and more as needed.
• Establish and maintain operating cadence/rigor across all sales/field functions to ensure the health of the business on achieving key performance metrics including forecast accuracy, funnel analysis, and pipeline management.
• Collaborate with leadership on training programs for sales, client success and go to market teams partnering closely with our Product and Marketing teams to drive enablement from new hire onboarding to strategies for client expansion and retention strategies.
• Define key metrics and performance dashboards.

Sales Manager – Existing Business

Customer Support

• Provide expert-level support to Kipu users via phone, email, and chat, ensuring timely and accurate resolution of issues within defined SLAs.
• Operate and navigate multiple systems including CRM platforms, internal tools, and third-party integrations to resolve client concerns efficiently.
• Troubleshoot technical issues, replicate bugs, and escalate defects appropriately while keeping clients informed throughout the resolution process.
• Communicates clearly and confidently with both customers and teammates—even under pressure—using strong presentation and persuasion skills to build trust and understanding.
• Maintain confidentiality and adhere to customer agreements to protect company/facility relationships and Kipu Health’s reputation.
• Resolve issues efficiently and completely or escalate to the appropriate department/team member for assistance.
• Perform out-of-scope work in accordance with internal policies and follow appropriate process.
• Facilitate and/or complete system integrations for clients.
• Maintain and contribute to internal knowledge bases and external help documentation to support self-service learning.
• Demonstrate knowledge of established workflows and support processes.
• Provides training to clients for new capabilities and refresher training on system capabilities.
• Stay informed on healthcare industry trends and compliance regulations to provide relevant, up-to-date guidance to clients.
• Completing all core Kipu Compliance education and passing associated assessments.

Senior CPQ Analyst

ePrescribe Sales Representative

R&D Ops Enablement Lead

Senior Events Marketing Manager

Sales Manager – Existing Business

Client Support Specialist I – Compliance