PatientNow

Learning and Development

• Lead the creative and operational heartbeat of the Company Knowledgebase
• Manage a team of instructional designers, content creators, and facilitators to deliver engaging, measurable learning programs
• Collaborate with Product Managers to develop learning solutions for new feature releases
• Design and produce content for quarterly releases
• Apply adult learning theory and instructional design models to create effective learning deliverables
• Become a subject matter expert by maintaining deep knowledge of the Company’s platform
• Collaborate cross-functionally with the L&D team, Product, Marketing, and Customer Ops & Success
• Manage the design, development, and delivery of client training programs
• Collaborate with Customer Success, Marketing, and Product to create content that supports onboarding
• Maintain and update the learning management system

Director, Instructional Design

Marketing

• Develop and execute the overall lifecycle marketing strategy to improve adoption, retention, and expansion across PatientNow’s product portfolio
• Partner with Product Marketing to plan and support new product launches, ensuring effective customer communication, adoption, and usage
• Collaborate with Customer Success, Sales, Payments, and CVR teams to align marketing initiatives with retention, satisfaction, and expansion goals
• Build and scale the Customer Advocacy Program, partnering with CS to identify top advocates, capture success stories, and produce testimonials, videos, and case studies
• Lead an outcomes-based marketing approach by coordinating with Sales, Onboarding, CS, and Marketing to track customer results, prove value, and communicate measurable impact externally
• Translate business objectives into clear lifecycle programs with defined KPIs, milestones, and reporting
• Champion a data-driven approach to engagement, continuously refining programs based on performance and customer feedback
• Act as the project quarterback for lifecycle marketing initiatives, coordinating with internal and external partners to ensure timely and effective execution
• Oversee development and optimization of onboarding, re-engagement, upsell, and renewal campaigns
• Drive cross-functional workflows that enhance the customer experience without creating friction for internal teams
• Maintain visibility into all active lifecycle programs and priorities, ensuring alignment with company objectives and quarterly growth targets
• Define and track key lifecycle metrics such as churn rate, NRR, upsell MRR, and Payments adoption
• Regularly report results and insights to leadership, translating data into strategic recommendations and action plans
• Proactively identify new initiatives or optimizations to improve lifecycle performance and ROI
• Serve as the central liaison between Marketing, Product, Sales, and Customer Success for lifecycle initiatives
• Develop materials and dashboards that showcase customer outcomes and value realization for internal and external audiences
• Communicate program updates, results, and customer stories to leadership and cross-functional partners
• Contribute to PatientNow’s brand by turning customer results into advocacy and proof of impact across campaigns and channels.

Director, Lifecycle Marketing

Sales Development Rep

• Generating potential leads, soliciting potential customers, facilitating sales, and connecting customers with the right salesperson.
• Developing sales strategies to draw in potential buyers or to solicit new potential customers.
• Initiating contact with potential customers through cold-calling or responding to inquiries generated from advertisements.
• Creating relationships with customers to identify their potential needs and qualify their interests and viability to drive sales.
• Presenting product information to customers once you have identified their needs.
• Moving solid leads through the marketing funnel, connecting them to a salesperson, and arranging in-person meetings, emails, or phone calls.
• Following up with potential customers who expressed interest but did not purchase any goods or services.
• Performing regular follow-up calls or emails and facilitating communication with existing customers to ensure their satisfaction and identify new potential needs.
• Collaborating with sales executives to ensure the company's goals and targets are met.

Sales Development Representative

DevOps Engineer

• Develop and implement standardized enterprise-level frameworks for Continuous Integration (CI), Continuous Delivery (CDE), and Continuous Deployment (CD)
• Lead initiatives to establish and mature the organization's DevOps practices
• Provide expertise in DevOps strategies and industry best practices
• Serve as the subject matter expert across the DevOps ecosystem
• Define and manage source control strategies
• Establish and maintain observability and monitoring frameworks using tools such as Datadog
• Collaborate closely with software engineering teams
• Integrate automated unit, performance, and security testing into pipelines
• Architect, develop, and maintain infrastructure to support consistent provisioning and configuration
• Analyze and optimize deployment and operational environments
• Foster partnerships with internal teams
• Champion infrastructure-as-code (IaC) principles

Senior DevOps Engineer

Business Development Rep

• Contacting potential clients to establish rapport and arrange meetings.
• Planning and overseeing new marketing initiatives.
• Researching organizations and individuals to find new opportunities.
• Increasing the value of current customers while attracting new ones.
• Finding and developing new markets and improving sales.
• Attending conferences, meetings, and industry events.
• Developing quotes and proposals for clients.
• Developing goals for the development team and business growth and ensuring they are met.
• Training personnel and helping team members develop their skills.

Business Development Manager

Salesforce Administrator

• Act as a Salesforce solution architect—understanding cross-functional business needs and designing scalable system solutions.
• Translate strategic initiatives into system requirements and recommend configurations to support long-term business goals.
• Evaluate and recommend opportunities to embed AI-driven tools and automation to improve processes, data insights, and user experience.
• Oversee day-to-day operation, maintenance, and optimization of the Salesforce platform; manage user accounts, roles, profiles, permissions, sharing rules, and license allocations.
• Perform regular data integrity audits, de-duplication, and enrichment.
• Configure and customize Salesforce using flows, automation tools, validation rules, approval processes, and more.
• Build and maintain reports, dashboards, and analytics (including Einstein Analytics).
• Integrate third-party apps and middleware, and support seamless system interoperability.
• Proactively roll out new features including Lightning components, CPQ, and other cloud solutions.
• Serve as the go-to Salesforce expert for users; create and lead training sessions and maintain documentation and help resources.
• Maintain a secure, compliant Salesforce environment; manage the release cycle: testing, deployment, and change management.
• Partner with stakeholders to assess pain points, define process improvements, and drive continuous improvement and AI enablement.