PerfectServe

Platform Engineer

• Lead the design and planning of cloud-native systems, ensuring they meet business objectives, scalability needs, and security standards.
• Drive the deployment and evolution of cloud-based solutions with a strong focus on AWS services, leveraging modern Infrastructure as Code and automation strategies.
• Identify and implement opportunities to apply AI and machine learning to platform operations, including intelligent monitoring, anomaly detection, predictive autoscaling, automated incident triage, and root-cause analysis.
• Continuously tune and improve cloud environments to deliver exceptional performance and reliability for internal teams and external customers.
• Develop, document, and maintain robust support, monitoring, and recovery processes for corporate, private, and public cloud systems.
• Elevate the team’s capabilities by mentoring fellow engineers, contributing to code reviews, and sharing expertise through documentation and internal tech talks.
• Proactively stay current with tools, technologies, and best practices, including advances in AI, ML, and AIOps, bringing fresh ideas and innovations to the team and championing initiatives that advance PerfectServe’s platform.

Senior Platform Engineer

Full-stack Engineer

• Design and implement integrations with ambulatory EHR platforms including Epic (MyChart/Cosmos), Oracle Health (Cerner), athenahealth, eClinicalWorks, Modernizing Medicine, and Nexgen, among others
• Build and maintain HL7 FHIR R4/R5 and HL7 v2.x interfaces for clinical data exchange (ADT, CCD, CCDA, results, orders, scheduling)
• Develop full stack features across both front-end (React, Angular, or Vue) and back-end (Node.js, Python, Java, or .NET) layers
• Implement OAuth 2.0 / SMART on FHIR authentication flows for EHR app launch and patient-facing integrations
• Work within EHR vendor developer programs (Epic App Orchard, Cerner Code, athenahealth Marketplace) to certify and publish integrations
• Collaborate with clinical informatics, product, and QA teams to translate healthcare workflows into technical requirements
• Ensure all integrations comply with HIPAA, HL7, and ONC interoperability regulations
• Monitor integration pipelines, troubleshoot data mapping issues, and maintain uptime SLAs for production environments
• Participate in code reviews, technical documentation, and sprint planning

Senior Full Stack Engineer – EHR Integrations

Growth Marketing

• Assess, coach, and develop a demand generation team—identifying skill gaps, building individual development plans, and raising overall team capability to meet evolving business needs.
• Set clear performance expectations and create a culture of accountability, experimentation, and continuous improvement.
• Serve as a hands-on leader who can operate strategically and tactically, modeling the standard of work you expect from the team.
• Recruit, retain, and grow top talent as the team scales alongside company growth.
• Own the demand generation strategy and execution across the full buyer journey—from awareness through pipeline creation—spanning SMB, mid-market, and enterprise segments with distinct sales cycle velocities and buyer personas.
• Own 100% of marketing-sourced pipeline, with direct accountability for pipeline targets and marketing’s contribution to bookings.
• Scale and optimize multi-channel campaigns—paid search, paid social, digital display, email nurture, webinars, and interactive content—to attract and convert high-intent buyers across all segments.
• Manage budget allocation and pacing across channels and segments to ensure consistent lead flow, cost effectiveness, and alignment with revenue targets.
• Partner with paid media agency and external consultants as the primary marketing point of contact, guiding strategy, reviewing performance, and iterating on creative and targeting.
• Own the organic growth strategy, including SEO and AI Engine Optimization (AEO), to expand PerfectServe’s visibility in both traditional search and AI-generated results.
• Manage SEO strategy and direct content workflows to ensure a steady cadence of content targeting TOFU, MOFU, and BOFU and relevant keywords.
• Drive conversion rate optimization (CRO) across landing pages, forms, and key conversion points in the buyer journey to maximize lead-to-demo and demo-to-pipeline conversion rates.
• Own the lead nurture strategy and execution—designing, testing, and optimizing automated nurture sequences that accelerate progression through the funnel and re-engage stalled opportunities.
• Track and optimize full-funnel metrics (MQL → SAL → SQL → Pipeline → ARR) to ensure strong conversion rates and healthy ROI across all segments and channels.
• Go beyond dashboards: interpret data to surface actionable insights, identify root causes behind performance trends, and develop concrete action plans to address funnel gaps or underperformance.
• Partner with Sales and Marketing Operations to ensure clean multi-touch attribution, accurate reporting, and a reliable data foundation for investment decisions.
• Forecast and report on marketing-sourced pipeline health, funnel performance, and marketing’s contribution to company goals.
• Identify bottlenecks in the buyer journey and design data-driven experiments to improve efficiency, conversion, and speed through the funnel.
• Partner with Sales Leadership to define and document sales funnel stages, ensuring shared definitions and consistent handoff criteria across all segments.
• Collaborate on speed-to-lead metrics and response SLAs to maximize conversion of marketing-sourced leads.
• Establish structured feedback loops with Sales to continuously improve lead quality, targeting, and campaign effectiveness.
• Align on lead scoring, routing logic, and qualification criteria to ensure marketing-generated pipeline meets the quality bar across SMB, mid-market, and enterprise motions.

Director, Growth Marketing

General Counsel

• Serve as the sole in-house legal counsel for a multinational healthcare SaaS organization; provide timely, practical, and strategic legal guidance to the CEO, CFO, CSO, CRO and Board of Directors.
• Operate as a senior advisor on all matters involving legal risk, regulatory exposure, compliance strategy, and legal best practices.
• Act as a business partner, not just a legal reviewer—proactively enabling operational efficiency, revenue goals, and organizational scale.
• Own the full lifecycle of commercial contracting, including drafting, review, negotiation, redlining, and escalation strategies for SaaS agreements, data security addendums, BAAs, NDAs, MSAs, and vendor agreements.
• Collaborate closely with Sales leadership to accelerate deal velocity, reduce contract churn, and create scalable, predictable processes.
• Maintain, improve, and standardize contract templates and guide the business on contract scope and risk balanced solutions.
• Manage and optimize CLM processes; experience with Salesforce and AI driven CLM tools (e.g., Ironclad) is highly preferred.
• Serve as the company’s HIPAA Compliance Officer and GDPR Data Protection Officer, overseeing policy development, documentation, monitoring, audits, and training.
• Stay current on evolving healthcare regulatory requirements and data privacy laws, advising the business on the impact of new regulations.
• Lead investigations and compliance assessments as needed.
• Provide counsel on employment matters including hiring, terminations, investigations, policy development, and multi-state compliance.
• Guide executives on corporate governance, structure, entity management, and Board level reporting.
• Review and approve all internal policies, ensuring alignment with federal, state, and local regulations.
• Manage all external legal counsel, litigation strategies, subpoenas, depositions, and dispute resolution.
• Review and negotiate insurance policies and partner with brokers to maintain appropriate risk management frameworks.
• Approve all outside legal spending and budget planning.
• Advise on strategic transactions, including due diligence, compliance integration, contract unification, and post-acquisition transitions.
• Develop processes that strengthen legal readiness for future acquisitions and integrations.
• Lead training on contract drafting, information security, compliance, HIPAA obligations, and EEO best practices.
• Build and continuously enhance internal controls and documentation related to privacy, compliance, and legal operations.
• Promote a culture of legal and compliance excellence across all departments.

Senior Corporate Counsel

Accounting Manager

• Lead the monthly, quarterly, and annual close processes, ensuring timely and accurate financial statements.
• Prepare and review journal entries, reconciliations, accruals, and supporting schedules.
• Maintain compliance with GAAP and internal accounting policies.
• Own revenue accounting for subscription and usage based SaaS models.
• Review customer contracts for appropriate revenue treatment under ASC 606.
• Manage deferred revenue schedules and ensure accurate revenue cutover and allocation.
• Evaluate and enhance accounting workflows to support scalability.
• Assist with the implementation or optimization of systems.
• Strengthen internal controls and documentation.
• Prepare audit schedules and serve as the primary liaison for external auditors.
• Ensure compliance with GAAP, company policies, and any relevant regulatory requirements.
• Support FP&A with actuals, variance analysis, and budgeting inputs.
• Provide accounting guidance for new product features, pricing models, or monetization changes.

• Provide tactical day-to-day technical support to operational contacts.
• Understand clinical workflows and apply PerfectServe solutions to improve them.
• Partner with customer contacts to enhance adoption, train on self-administration best practices, and optimize account configurations.
• Utilize Zendesk to ensure accurate and timely resolution of service requests in collaboration with the Support Center.
• Manage, resolve and document complex and escalated requests and configuration changes.
• Prepare and analyze reports for business reviews, utilizing custom reporting and analytics tools.
• Contribute to product, process, and best practice documentation.
• Provide tier-three technical support and collaborate on product feedback and enhancement requests.
• Investigate and thoroughly document reported technical client concerns

Technical Lead

• Design AI integration patterns and architecture standards across the SaaS platform
• Integrate LLM APIs (OpenAI, Anthropic, AWS Bedrock) into production features
• Build RAG systems, vector search, and embedding pipelines
• Optimize latency, inference cost, and hallucination guardrails
• Establish model evaluation, benchmarking, and observability processes
• Define cost controls, usage monitoring, and security/PHI handling constraints
• Evaluate use cases with Product for ROI and feasibility
• Advise leadership on build vs. buy decisions for AI capabilities

Software Engineer – Full Stack AI

Consultant

• Consult with clients to discover and document needs, provide insight and guidance as clinical communication experts, and propose best practice solutions.
• Design and configure high-quality applications that balance the needs of clinicians, patients, and PerfectServe.
• Prioritize and manage many tasks simultaneously in a fast-paced environment.
• Consistently exceed client expectations.
• Engage clients through expert questioning and active listening to understand needs and issues.
• Document requirements and proposed solutions in multiple formats (e.g., email, Lucid Chart, PowerPoint, Access, Tableau, etc.).
• Configure high-quality solutions optimized for client self-administration and help center support.
• Receive requests to cancel services, acting resourcefully to retain clients.

Help Center Consultant

Account Executive

• Acquire and set up new meetings with target clients through cold calls and emails
• Research companies, identify key decision-makers, and develop qualified leads for account executives
• Maintain an accurate and up-to-date log of all prospect interaction in the CRM
• Develop engaging copy for email marketing campaigns that reach prospects in all stages of the marketing and sales cycles
• Implement best practices in cold-calling and cold-emailing through excellent interpersonal and communication skills
• Conduct product demonstrations with prospective clients
• Achieve agreed upon sales targets and outcomes within schedule
• Display understanding of dedicated territory and develop territory plan leveraging current customer base
• Accurately forecast and display ability to manage sales funnel
• See a prospect all the way through sales cycle from initial appointment set-up to close of a sale

Customer Success Manager

• Lead, coach, and develop a blended team of Customer Success Advisors (CSAs) and Technical Leads (TLs), ensuring strong execution across customer engagement, technical troubleshooting, and adoption workflows.
• Drive measurable outcomes in customer adoption, value realization, renewal readiness, and overall account health across your assigned customer segment.
• Serve as the Customer Success product SME for your aligned PerfectServe solutions—participating in bug reviews, enhancement discussions, CAB/change-management meetings, product initiative development, and release readiness activities.
• Engage directly with a select portfolio of customers to model best-in-class relationship management, run strategic business reviews, and support executive-level conversations.
• Guide technical operations by overseeing Jira ticket trends, configuration needs, integration requirements, and escalation paths in partnership with Engineering and Support.
• Ensure operational excellence through strong forecasting, health score monitoring, playbook adoption, and team-level performance metrics.
• Lead customer communications for product releases, roadmap updates, change notifications, and service incidents—ensuring clarity, timeliness, and a customer-centric approach.
• Participate in the CS leader on-call rotation to manage high-impact incidents, coordinate Rootly updates, and ensure IR/RCA communications meet internal and customer expectations.
• Partner cross-functionally with Sales, Support, Product, Engineering, and Professional Services to ensure customers receive a cohesive, high-quality experience throughout their lifecycle.
• Champion continuous improvement by identifying opportunities to streamline processes, strengthen team workflows, and elevate the overall customer experience.

Sales

• Own the end-to-end sales process, ensuring seamless execution from lead generation, qualification, and pipeline development through contract close.
• Develop and implement sales strategies aligned with PerfectServe’s growth objectives and target markets.
• Monitor KPIs, forecast revenue, and provide regular performance updates to senior leadership.
• Partner with Marketing to optimize lead quality, campaign effectiveness, and conversion rates.
• Lead, mentor, and motivate a team of Business Specialists and Business Development Reps.
• Conduct regular 1:1s, pipeline reviews, and performance coaching sessions.
• Ensure consistent use of CRM tools, sales processes, and reporting standards.
• Analyze sales data to identify trends, risks, and opportunities for improvement.
• Collaborate cross-functionally with Product, Customer Success, and Implementation teams to ensure smooth handoffs and exceptional customer experience.

Sales Manager

Implementation Specialist

• Lead assigned workstreams within large-scale enterprise implementations, ensuring deliverables are completed on schedule and aligned with project goals.
• Coordinate with cross-functional teams to ensure smooth execution across complex environments.
• Support planning and execution of enterprise go-live events, serving as a primary point of contact for designated functional areas.
• Provide workflow consulting for physician, clinical, and operational teams.
• Educate and register physicians for PerfectServe programs, designing elegant solutions that meet the system level standards established.
• Provide consultation support to physicians with call workflow configuration into the PerfectServe system.
• Develop training programs tailored to large health system audiences.
• Educate new clinical users at the hospital pre and post go-live.
• Configure advanced workflows within complex multi-facility systems.
• Work with third party systems to integrate solutions into the PerfectServe system.
• Conduct testing across devices, platforms, and integrated technologies.
• Become trained across multiple PerfectServe platforms based on project needs.
• Rapidly acquire new product knowledge for enterprise implementations.
• Any other duties as needed to effectively perform the position

Implementation Consultant

Project Manager

• This is not a software development project manager; you will the driving force behind the successful deployment of our software in ambulatory and enterprise healthcare client environments.
• The Implementation Project Manager is responsible for the overall direction, coordination, implementation, execution, control and completion of specific projects ensuring consistency with company strategy, commitments and goals.
• The Project Manager will be the primary contact with the customer during the implementation working collaboratively with the customer project manager.
• The Project Manager will be responsible for managing multiple small- and large-scale projects following the PerfectServe Project Management Methodology.

Business Operations

• Establish and continuously refine the operating cadence for the CX organization.
• Ensure KPIs, workflows, and review cycles align with strategic goals.
• Facilitate and lead sales-focused discussions with Account Executives and key internal stakeholders.
• Drive organizational alignment across units through planning cycles, performance checkpoints, and structured communication.
• Maintain a centralized repository of business processes.
• Analyze workflows to identify opportunities for improvement, simplification, and scalability.
• Lead enhancements across Salesforce, SharePoint, Slack, and project management systems.
• Partner with cross-functional teams to ensure process changes support both operational efficiency and customer outcomes.
• Produce clear, concise weekly, monthly, and quarterly business reporting.
• Deliver executive-level insights on risks, dependencies, performance, and initiative progress.
• Provide context, recommendations, and interpretation behind trends and data signals.
• Develop frameworks for current and emerging metrics aligned to business goals.
• Transform quantitative data into actionable insights that enable leadership decision-making.
• Define, implement, and maintain KPIs in partnership with functional leaders.
• Serve as a trusted internal advisor, providing strategic guidance and operational clarity.
• Lead planning, execution, and delivery of complex projects across multiple teams.

Business Operations Manager

Business Development Rep

• Increase sales by identifying, creating, and passing new qualified leads to designated sales representative.
• Implement best practices for marketing campaigns through creativity and problem solving.
• Execute outreach campaigns using phone, email, and social mediums.
• Acquire and set up new meetings with target clients through prospecting.
• Collaborate with key decision makers to initiate the start of internal sales cycle.
• Seek to understand patient flow issues, provider frustrations, and overall health system objectives.
• Adapt PerfectServe strategy as needed to meet client needs.
• Keep an accurate and up-to-date log of all prospect interactions in the SalesForce CRM.
• Research and implement strategies to increase market share.
• Maintain a strong knowledge of all PerfectServe products.
• Meet and exceed monthly sales targets.