Multiview Financial Software

Customer Support

• Provide outstanding client service throughout the support process.
• Identify, investigate, and troubleshoot incoming inquiries to provide the appropriate solutions and alternatives to achieve client satisfaction.
• Effectively document support incidents and escalate them as necessary.
• Manage and update the help desk ticketing system with descriptions of support incidents, conversations, and correspondence with clients.
• Manage multiple support channels including telephone and e-mail.
• Support the roll-out of new product releases to Multiview’s existing client base.
• Proactively assist in growing our Client Portal content by developing impactful documents, videos, and how-to guides
• Actively participate in continually improving support processes and team initiatives
• Demonstrate Multiview’s core values, building and advancing the reputation of the company and its clients.

Product Support Specialist

Revenue Operations

• Serve as a day‑to‑day administrator of HubSpot, acting as the system expert for Sales, Client Success, and Marketing.
• Evaluate and operationalize AI features within CRM and sales technology platforms to drive measurable gains in efficiency and effectiveness.
• Build, maintain, and continuously optimize CRM workflows, automations, and routing logic to support lead management, pipeline movement, renewals, and expansion.
• Configure and manage pipelines, objects, properties, lifecycle stages, permissions, and integrations.
• Troubleshoot CRM issues and implement enhancements based on feedback from end users.
• Design and maintain reports and dashboards to track sales performance (pipeline health, conversion rates, activity metrics, forecasting).
• Analyze trends and surface actionable insights that inform decision‑making and performance improvement.
• Collaborate with IT and Operations teams to integrate CRM data with third-party systems, databases, and tools.

Senior Sales & Revenue Operations Administrator

Director

• Oversee a portfolio of concurrent healthcare ERP implementations.
• Establish and monitor implementation performance metrics including delivery timelines, project health indicators, capacity alignment, client outcomes and adoption milestones.
• Lead recovery strategies for at-risk implementations and ensure lessons learned are incorporated into future delivery practices.
• Drive on-time, on-budget delivery performance through disciplined execution while accelerating efficiency improvements for our team and our clients.
• Reduce variability across projects and increase implementation predictability.
• Assess the current implementation approach and introduce improvements that increase consistency, reduce delivery risk, accelerate time to value and strengthen client outcomes.
• Partner with CFOs, finance leaders, and IT stakeholders to guide financial system modernization.
• Lead the selection, adoption and integration of a modern technology stack to drive measurable operational improvements through strategic system deployment and process optimization.
• Define clear success criteria at go-live.
• Improve time-to-value and reduce post-go-live stabilization risk.

Product Support Specialist

Senior Sales & Revenue Operations Administrator

Director of Implementation Services