maxRTE

Financial Planning and Analysis

• Own budget, financial audit, and lender and Board reporting. Lead cross-functional alignment and approval processes.
• Simplify and optimize financial processes, including reporting, invoicing, and collections, to ensure clarity and speed.
• Oversee compensation strategy, culture building and retention across functions. Lead recruitment efforts, enabling leadership to source high-quality candidates. Own payroll, onboarding and offboarding processes and 2x annual offsite planning.
• Drive revenue growth by revamping our pricing strategy.
• Build a team of A-players, hiring and expanding the team as the company and its needs grow

VP of Finance – HR

Customer Success Manager

• Own enterprise client relationships: Serve as the executive sponsor for maxRTE’s largest hospital and health system clients, accountable for retention, expansion, and long-term partnership success.
• Lead and grow the Customer Success team: Hire, train, and manage a team of A players, building a team culture of excellence.
• Drive revenue outcomes: Ensure your team meets or exceeds net revenue retention goals through a combination of proactive account management, upsell, and cross-sell strategies.
• Set and execute strategy: Partner with the COO and CEO to define maxRTE’s customer success strategy, build scalable processes, and oversee day-to-day execution across the team.
• Enable customer value: Oversee onboarding of new clients, ensuring implementation timelines are met and smooth handoff from implementation.
• Drive regular reporting and quarterly business reviews that demonstrate ROI and surface opportunities.
• Monitor customer usage and health data to inform strategy, intervene proactively, and resolve issues.
• Be a voice of the customer: Escalate client feedback to internal teams to improve product, operations, and support.
• Develop trusted partnerships: Build executive-level relationships with senior stakeholders at client organizations while empowering your team to manage day-to-day user engagement.

Customer Success Director

Sales

• Own end-to-end sales for your region
• Covert leads into signed clients, meeting or exceeding sales quotas
• Navigate complex hospitals and health systems, identifying decision makers and handling objections
• Maintain professional and technical knowledge by attending networking events and partnering with industry associations such as HFMA
• Develop deep understanding of prospect needs & painpoints to better sell maxRTE's software
• Qualify inbound leads and drive new contracts to close
• Collaborate with cross-functional internal teams, including Product and Operations, working directly with the CEO
• Maintain accurate pipeline tracking in our CRM, Hubspot

VP of Finance – HR

Customer Success Director

Regional Sales Director