PhillyTech (SaaS Talent)

Executive Assistant

• Manage CEO’s calendar, travel, and personal schedule with discretion; coordinate meetings, prepare agendas, and ensure timely follow-up on action items.
• Handle correspondence and communications on behalf of the CEO; manage stakeholder relationships and ensure clear, professional representation in all interactions.
• Create and maintain systems for planning, tracking, and reporting initiatives; coordinate timelines and communications with external consultants and vendors.
• Maintain dashboards tracking key metrics and milestones; provide operational support to improve team coordination and efficiency across company initiatives.
• Support investor updates including monthly summaries and quarterly briefings; manage company LinkedIn profile and assist with CEO’s personal engagement.
• Support formation and coordination of the Scientific Advisory Board; manage scheduling, preparation of materials, and documentation to ensure effective collaboration.

Executive Assistant to CEO

Architect

• Lead solution discovery workshops with stakeholders and business leaders.
• Perform current-state analysis of CRM, patient management workflows, and care coordination processes.
• Design end-to-end architecture diagrams, data flow maps, and integration blueprints.
• Conduct fit-gap analysis for Dynamics 365 CE, Power Platform, and healthcare system integrations.
• Produce a comprehensive Technical Solution Blueprint for the full implementation phase.
• Architect and oversee the implementation of Dynamics 365 CE solutions for large-scale patient and member population management.
• Lead multi-tenant Dynamics setups across multiple client environments.
• Design and implement integrations using Azure (Function Apps, API Management, Service Bus, Logic Apps).
• Drive governance, security, and compliance best practices.
• Collaborate with technical teams, developers, analysts, and client stakeholders.
• Participate in sprint planning, technical reviews, and architectural sign-offs.
• Ensure the solution adheres to enterprise healthcare data standards.
• Act as primary technical liaison between engineering teams and business executives.

Microsoft Dynamics Architect

Backend Engineer

• Drive architecture decisions for our client’s core platform, ensuring scalability, security, and performance.
• Partner with product and customers to translate requirements into technical designs and implementations.
• Balance hands-on coding with setting technical direction and mentoring others.
• Communicate architecture choices and trade-offs clearly to technical and non-technical stakeholders.
• Keep stack details (C#, Azure, React/TS) but reframe as tools to achieve outcomes, not just skills.
• Lead backend development using appropriate platforms (C# / .NET are preferred, but our client isn’t too hung up on languages) — designing and maintaining APIs, data models, and business logic.
• Contribute to and support the existing React front-end, C# .NET Function Apps, and other Azure resources, as needed.
• Own Azure-based deployments and DevOps processes; improve CI/CD and environment management.
• Architect and implement improvements across performance, scalability, and system reliability.
• Proactively present updates and technical decisions in a clear, organized way (weekly cadence expected).
• Confidently challenge ideas that aren’t technically sound, and push for smarter solutions when needed.

Lead .NET/C# Engineer

Events

• Be a builder & doer : Proactively design, implement, and iterate scalable CS processes (onboarding playbooks, adoption programs, renewal playbooks).
• Don't Wait For Direction — learn tools and implement improvements independently (example : learn something deeply and set it up without waiting for instruction).
• Own onboarding & renewals : Reimagine onboarding to shorten time-to-value and own the renewal strategy to reduce churn by at least 30% in your first year.
• Drive revenue through retention & expansion : Partner with Sales and Finance to build price/renewal strategies and identify expansion opportunities.
• Define customer journeys & health metrics : Create clear journeys for customers, build health scores, adoption KPIs, and dashboards aligned to company OKRs.
• Voice of the Customer : Run strategic business reviews, capture and translate customer feedback into product and GTM priorities, and build a library of success stories and case studies.
• Collaborate cross-functionally : Work closely with Product, Sales, and Marketing to ensure customers see value and to influence roadmap priorities with customer data.
• Hire & scale : As the function grows, help recruit, train, and mentor the first CS hires; create onboarding & enablement materials for the team.
• Cadence & communication : Deliver consistent, presentation-ready updates to the CEO and leadership (weekly/biweekly cadence). Track and report results against agreed success metrics.

Lead Client Success Manager

• Drive architecture decisions for our client’s core platform, ensuring scalability, security, and performance.
• Partner with product and customers to translate requirements into technical designs and implementations.
• Balance hands-on coding with setting technical direction and mentoring others.
• Communicate architecture choices and trade-offs clearly to technical and non-technical stakeholders.
• Keep stack details (C#, Azure, React/TS) but reframe as tools to achieve outcomes, not just skills.
• Lead backend development using appropriate platforms (C# / .NET are preferred, but our client isn’t too hung up on languages) — designing and maintaining APIs, data models, and business logic
• Contribute to and support the existing React front-end, C# .NET Function Apps, and other Azure resources, as needed
• Own Azure-based deployments and DevOps processes; improve CI/CD and environment management
• Architect and implement improvements across performance, scalability, and system reliability
• Proactively present updates and technical decisions in a clear, organized way (weekly cadence expected)
• Confidently challenge ideas that aren’t technically sound, and push for smarter solutions when needed

Account Executive

• Run full sales cycles from outbound prospecting → discovery → demo → negotiate → close.
• Deliver high-volume outbound outreach (email / phone / LinkedIn) each day to build and maintain your pipeline.
• Conduct consultative demos tailored to planner workflows and pain points.
• Negotiate and close deals; own your pipeline and forecast.
• Use HubSpot + LinkedIn Sales Navigator + Apollo/Clay to track and manage every stage of the funnel.
• Partner with Marketing to refine messaging and run targeted campaigns; coordinate with Customer Success for smooth handoffs.
• Meet or beat monthly quota targets and report activity/pipeline bi-/weekly.
• Work closely with founders and C-Suite; contribute to strategic decisions and company growth.

Account Executive, Event Planning and Hospitality SaaS

• Account Executive closing deals with event planners for a hospitality SaaS startup; remote, uncapped commission. Drives pipeline and demos.
• Remote-first environment with direct access to founders. No hand-holding — autonomy, responsibility, and uncapped upside for high performers.
• Compensation details and milestones described in job posting.

Customer Success Manager

Senior Client Success Manager — transform existing CS foundation into repeatable engine for retention and expansion.
Own onboarding and renewals; proactively build processes and implement systems that prevent churn and unlock new revenue.
Design, implement, and iterate scalable CS processes (onboarding playbooks, adoption programs, renewal playbooks).
Reimagine onboarding to shorten time-to-value and own the renewal strategy to reduce churn by at least 30% in your first year.
Partner with Sales and Finance to build price/renewal strategies and identify expansion opportunities.
Create customer journeys, health scores, adoption KPIs, and dashboards aligned to company OKRs.
Run strategic business reviews; capture and translate customer feedback into product and GTM priorities.
Hire, train, and mentor first CS hires; create onboarding & enablement materials.
Deliver presentation-ready updates to CEO and leadership; track and report results against success metrics.

Senior Client Success Manager

Customer Support

• Be the first line of defense for live customer issues via Intercom (chat, email, and occasional phone).
• Manage and optimize the Intercom setup: workflows, automations, AI assistant (Fin), and macros.
• Improve support processes and documentation based on customer interactions.
• Own key support KPIs like ticket resolution time, customer satisfaction, and responsiveness.
• Act as a player-coach : lead by example while mentoring and growing a small team.
• Collaborate cross-functionally with Product, Customer Success, and Engineering to escalate and resolve issues.

Customer Support Operations Lead

Sales Development Rep

• Identify and target through research and outreach via LinkedIn, Apollo CRM and job boards.
• Present and sell candidate resumes to decision-makers, demonstrating the value and fit for their open positions.
• Build and maintain a robust pipeline of leads and opportunities within HubSpot.
• Collaborate with the recruiting team to qualify resume profiles for sales campaigns.
• Maintain accurate and up-to-date records of all sales activities and client interactions in our HubSpot CRM system.

Sales Development Representative

Engineering Manager

• Agile Development: Design, build, and scale core platform features while also leading engineering best practices. Write production-ready code, make architectural decisions, review pull requests, and troubleshoot complex issues. Collaborate closely with product, QA, and DevOps to ensure smooth delivery and alignment with business goals. Lead the team in agile methodologies, including managing sprint cycles, backlog grooming, and task prioritization. Work closely with the Product team to ensure clear communication of project requirements and timelines. Continuously improve the team's agile processes to enhance productivity and morale.
• Leadership & Strategy: Mentor and support engineering team members while fostering a culture of ownership and innovation. Help shape the engineering roadmap in close collaboration with business stakeholders. Align technical execution with customer needs and long-term company vision. Provide strategic direction for the development team, ensuring alignment with company goals and product vision. Drive best practices for code quality, testing, and deployment, ensuring the team adheres to these standards.
• AI Development: Integrate AI capabilities into SaaS products—such as using APIs or custom-built ML models—to improve features like intelligent routing, predictive analytics, chatbots, fraud detection, and data-driven insights. Assess where AI adds the most value and work with cross-functional teams to implement these solutions efficiently.

Executive Assistant to CEO

Microsoft Dynamics Architect

Lead .NET/C# Engineer

Lead Client Success Manager

Lead .NET/C# Engineer

Account Executive, Event Planning and Hospitality SaaS

Account Executive

Senior Client Success Manager

Customer Support Operations Lead

Sales Development Representative

Head of Engineering | $150K-$180K + remote | High-Growth Contact Center SaaS/AI Company