Notable

Financial Planning and Analysis

• Lead Annual Budgeting and Quarterly Forecasting: Oversee the annual budgeting process and quarterly forecasting efforts, ensuring accuracy and alignment with organizational goals.
• Own Financial & Operational Reporting: Develop and present monthly financial reporting packages, quarterly board materials, and key performance indicators (KPIs) for the executive leadership team and Board of Directors.
• Fundraising and Investor Relations: Collaborate with the CEO and Head of Finance on future fundraising and M&A.
• Department Collaboration: Partner with department heads to understand and address their financial requirements, providing insights and support to drive financial performance.
• Sales and Marketing Partnership: Collaborate with sales and marketing leadership to analyze the sales pipeline, historical win rates, and customer pricing to ensure data-driven decision-making.
• KPI Dashboard Improvement: Lead the enhancement of KPI dashboards, ensuring they effectively support leaders across the organization in monitoring their performance metrics.
• Strategic Finance Processes: Build out other strategic finance processes and lead ambitious projects that shape the future of the business.

Strategic Finance Lead

Project Manager

• Own the end-to-end delivery of client projects
• Develop and manage project plans, timelines, and resource allocations
• Drive accountability for milestones (design, build, testing, go-live, post-go-live support)
• Manage resources and time tracking for projects
• Serve as a main point of contact for client project teams
• Facilitate communication between clinical, technical, and executive stakeholders
• Proactively identify risks and manage issues to maintain project momentum
• Work across ambiguous situations, adapting enterprise PM practices to Notable’s lean and fast-moving model
• Assist with solution scoping and SWAG estimates for new workflows or integrations
• Partner with Delivery leadership to evolve best practices, templates, and delivery playbooks
• Coordinate with Platform Architects, Customer Success, Product and Engineering
• Ensure handoffs and dependencies are managed seamlessly across the Delivery and Product teams
• Support knowledge transfer and client enablement post-project

• Lead the end-to-end execution of client projects, managing timelines, resources, and milestones from design through go-live and post-implementation support.
• Be the main point of contact for client teams, aligning clinical, technical, and executive stakeholders to keep projects moving forward.
• Drive accountability for milestones (design, build, testing, go-live, post-go-live support).
• Proactively identify risks and manage issues to maintain project momentum.
• Assist with solution scoping and SWAG estimates for new workflows or integrations.
• Coordinate with Platform Architects, Customer Success, Product and Engineering.
• Ensure handoffs and dependencies are managed seamlessly across the Delivery and Product teams.

Customer Success Manager

• Establish and maintain trusted relationships with C-suite and senior leaders, serving as a strategic advisor aligned to their organizational priorities and constraints
• Own overall account health, including adoption, utilization, realized ROI, and retention across assigned accounts
• Develop and maintain multi-quarter value roadmaps that align customer priorities, financial levers, and Notable’s platform capabilities
• Ensure customers can clearly articulate the value delivered by Notable to their internal stakeholders and leadership
• Serve as the internal quarterback across Customer Success, Delivery, Product, Support, and Partnerships to ensure commitments are met and outcomes are delivered
• Partner closely with Partnerships to support renewals and expansions through demonstrated value, roadmap execution, and identification of whitespace opportunities
• Build strong relationships across a wide range of stakeholders, ensuring swift resolution and stakeholder confidence
• Maintain meaningful on-site presence to deepen relationships, understand operational realities, and strengthen partnership credibility

Customer Success Lead

Business Development Rep

• Drive outbound prospecting into a curated list of priority health systems
• Support strategic account development by identifying new contacts and opportunities
• Execute targeted account-based prospecting campaigns
• Research healthcare systems and stakeholders
• Qualify early-stage opportunities and conduct initial discovery conversations
• Maintain consistent activity and pipeline tracking within CRM systems
• Experiment with modern prospecting tools to improve efficiency
• Partner cross-functionally with Sales, Product, and Customer Success teams

Strategic Finance Lead

Project Manager

Project Manager

Customer Success Lead

Business Development Representative