Lumeris

Accountant

• Maintains and controls the general ledger accounts and is essential to the operations of the Finance Department
• Prepares financial statements and assists with the generation and preparation of complex monthly financial reports
• Serves as the first line of defense for accounting issues and adherence to internal controls
• Trains, supports, and shares knowledge with junior team members
• Utilizes strong accounting knowledge to prepare journal entries by maintaining records and files
• Prepares complex reconciliations for month-end close
• Reconciles complex balance sheet accounts for various financial statement areas
• Assists in preparation of weekly Cash Forecast
• Prepares weekly and monthly Bank Reconciliations
• Provides problem-solving support to junior team members
• Assists with with monthly, quarterly, and year-end closings
• Works directly with external auditors to assist and support financial statement, SOC 1 and SOC 2 audits
• Tracks Capital Expenditures and maintains depreciation schedule
• Participates in internal control initiatives, including compliance with monthly control procedures and process documentation
• Identifies problems and recommends solutions and process improvement opportunities across the team
• Guides and/or contributes to complex cross-functional projects

Senior Accountant

Performance Marketing

• Team leadership & coaching
• Lead daily standups and objection handling sessions
• Provide live call coaching and feedback loops to sharpen performance
• Enforce CRM hygiene across Salesforce and Salesloft
• Align closely with RSDs and GM pods to support territory strategy
• Foster a high-performance culture rooted in discipline, competition, and team spirit
• Conduct 1:1s focused on activity, meetings held, funnel movement, and Core Values
• Ensure immediate follow-up on inbound leads (forms, MQLs)
• Qualify leads before routing to Account Executives (AEs) or RSDs
• Collaborate with Marketing to support campaign-based lead flow
• Operate within Sales to ensure strategic alignment and career development
• Partner with Marketing for shared visibility into campaigns and lead flow
• Support the 100 Persona strategy through territory-based conversion
• Drive daily pulse checks, joint targeting, and downstream accountability

Manager, Outbound Demand Generation

Sales

• Lead the sales process from initial prospect engagement through to contract negotiation and execution, ensuring alignment with client needs and company goals.
• Deliver impactful presentations of enterprise software solutions to key decision-makers, effectively demonstrating how our products address critical healthcare challenges.
• Identify and understand customer pain points, tailoring solutions that align with their specific business objectives and healthcare needs.
• Skillfully overcome objections, negotiate terms, and drive complex deals to successful closure, ensuring mutual benefit and long-term partnership.
• Foster strong, ongoing relationships with both new and existing clients, ensuring high levels of customer satisfaction, engagement, and retention.
• Work closely with Sales Development Representatives (SDRs) to ensure a seamless lead handoff, optimize pipeline progression, and maximize conversion rates.
• Partner with internal teams, including Product, Marketing, and Customer Success, to align sales strategies with customer requirements, ensuring smooth post-sale execution.
• Track and manage all sales activities in CRM systems (e.g., Salesforce), ensuring accurate sales forecasting, pipeline visibility, and timely reporting to leadership.
• Stay informed on industry trends, emerging healthcare technologies, and competitor offerings to effectively position the company’s solutions and identify new opportunities.

Regional Sales Director

Director

• Serve as a Part D Stars subject matter expert - provide clinical guidance and recommendations to enhance member outcomes, medication adherence, and overall health plan performance related to Part D Star measures
• Develop, recommend and implement Part D Stars operational strategy and roadmap
• Analyze, interpret, and enhance Part D Stars data and other pharmacy utilization reporting to identify areas for improvement and develop action plans to drive performance improvement
• Develop provider focused education and best practice content to be used in external partner meetings that drive improvement in Part D Stars and pharmacotherapy utilization optimization which supports safe and effective medication use
• Collaborate with cross-functional teams, including but not limited to provider services, quality, data analytics, pharmacy operations to ensure alignment and execution of Part D Star improvement initiatives
• Participate in oversight of Part D Stars vendors and identify new partnership opportunities
• Clearly articulate progress, achievements, and opportunities related to Part D Star measures to key stakeholders
• Assists in the development and review of pharmacy utilization reports targeted at physician group level and physician-specific level. Makes recommendations on ways to optimize pharmacotherapy utilization
• Trains pharmacy team members and other internal stake holders on Part D Star measures, initiatives, best practices and how to leverage target reporting to engage provider group partners.
• Guides and mentors team members to achieve departmental and company goals
• Collaborate closely with the VP, Clinical Pharmacy and Director, Pharmacy Operations to oversee and execute all pharmacy operations pertinent to Part D Stars and pharmacy benefit optimization
• Stay abreast of industry trends, regulatory changes, and best practices related to Part D Star measures and quality improvement
• Performs special projects as assigned

Clinical Pharmacy Director, Part D Stars

Compliance

• Shape the Compliance Future: Architect, implement, and evolve compliance programs across innovative care models and provider relationships.
• Be the Regulatory Authority: Act as the expert for all things provider compliance—guiding stakeholders through gray areas, interpreting regulations, translating dense rules into practical direction, and driving consensus across clinical, legal, and operational teams.
• Lead and Influence: Work shoulder-to-shoulder with senior leaders and clients as a trusted strategic advisor, bringing actionable insights and regulatory clarity to new partnerships, programs, and high-impact initiatives.
• Educate and Empower: Develop engaging training programs and resources that equip teams and partners at every level with the knowledge to navigate compliance and champion a culture of integrity.
• Drive Continuous Improvement: Proactively scan the regulatory horizon for emerging risks, keeping us a step ahead on evolving requirements, and embed robust processes to sustain excellence and transparency.
• Be a Culture Carrier: Forge an organization-wide appreciation for compliance and ethical practice; you’ll be a visible leader who models honesty, transparency, and a continuous-improvement mindset.

Senior Accountant

Manager, Outbound Demand Generation

Regional Sales Director

Clinical Pharmacy Director, Part D Stars

Provider and Practitioner Compliance Director