NextGen Healthcare

Financial Planning and Analysis

• Serve as the primary finance advisor and strategic business partner to the Chief Revenue Officer and senior Sales and Marketing leadership
• Deliver financial decision support across investment planning, growth strategy, and resource allocation
• Provide financial perspective on territory design, sales coverage models, channel strategy, and marketing investment prioritization
• Lead the monthly rolling forecast process across bookings, headcount, and operating expense
• Lead the annual budget process, including bottoms-up planning for bookings, headcount, and operating expense
• Develop and maintain driver-based financial models to support GTM resource allocation and strategic planning
• Own and evolve GTM KPI and ROI frameworks, including CAC, LTV, payback period, GRR, NRR, and ACV
• Partner with Sales leadership on target setting, quota design, rep productivity assumptions, and territory planning
• Lead weekly and monthly analysis of financial results, including executive-level variance analysis and trend reporting
• Prepare executive-ready materials, including financial models, scenario analyses, and board-level presentations
• Lead the Commercial Analytics function across Sales pipeline, rep productivity, territory performance, marketing ROI, demand generation analytics, and campaign attribution
• Strengthen financial reporting infrastructure, improve forecast accuracy, and evolve reporting cadences to meet the needs of a PE-backed, high-growth environment
• Lead and develop a team spanning FP&A and commercial analytics by setting analytical standards, managing priorities, and fostering a high-performance culture
• Perform other duties that support the overall objective of the position

Director, Finance Business Partner – Sales & Marketing

Program Manager

• The Program Manager leads complex cross-functional programs in support of assigned Client Services teams
• Translate business priorities into structured initiative, scalable playbooks, governance mechanisms, communications, adoption activities, and measurable outcomes
• Partner with business leaders and cross-functional stakeholders to improve execution consistency, operational visibility, process quality, and adoption
• Maintain visibility into progress, next steps, and accountability to support timely execution
• Prepare leadership updates, program summaries, and decision-support materials
• Recommend process improvements to increase consistency, efficiency, and execution quality
• Manage the intake, review, editing, quality assurance, versioning, and maintenance of playbooks, templates, and operating guidance
• Track initiatives through the full lifecycle from intake through evaluation, approval, execution, rollout, and measurement

Program Manager, Client Services

Sales Development Rep

• Qualify inbound leads and communicate across functions
• Hunt for outbound leads to fuel the new business pipeline
• Connect with decision-makers at target accounts
• Conduct discovery to explore prospects' operations and pain points
• Drive attendance to key company events
• Provide campaign feedback to the growth marketing team
• Maintain data integrity using Salesforce and Zoominfo

Sales Development Representative

Full-stack Engineer

• Shape and manage data models and architecture for large-scale healthcare data.
• Develop and implement reliable, scalable, and effective data models using tools like Fivetran, DBT, and Snowflake.
• Collaborate with stakeholders to establish a comprehensive data architecture.
• Define data models supporting data governance, quality, and master data management.
• Ensure data lineage is accurately defined and documented across the data warehouse.
• Implement Data Governance processes to manage data access, quality, security, and compliance.
• Design and implement real-time data ingestion pipelines using Kafka or AWS Kinesis.

Staff Engineer, Data Modeler

Operations

• Oversee the day-to-day operations of back-office server, network, and cloud infrastructure environments
• Lead a team of engineers and administrators responsible for reliability, security, performance, and availability of key services
• Partner with senior leadership and cross-functional stakeholders to implement infrastructure strategies
• Maintain regular communication with internal stakeholders regarding infrastructure operations
• Manage vendor and service provider relationships to ensure service quality
• Monitor system performance, utilization, and capacity; troubleshoot issues; and drive corrective actions

Manager, Infrastructure Operations

Administration

• Responsible for the strategic and operational management of system platforms.
• Serve as the primary administrator for system platforms, managing configuration, rule creation, and dashboards.
• Lead a team of three system administrators/analysts.
• Partner closely with functional teams and Executive Leadership.

Director, Finance Business Partner – Sales & Marketing

Program Manager, Client Services

Sales Development Representative

Staff Engineer, Data Modeler

Manager, Infrastructure Operations

Senior Specialist II, Gainsight Administrator