Phreesia

Financial Planning and Analysis

• Support the revenue forecasting process for Network Solutions including building dynamic financial models incorporating bookings to revenue, pipeline trends, and revenue pacing plans
• Develop detailed operating budgets for the sales & marketing organization
• Guide sales data architecture for optimal reporting and analytics
• Collaborate with Sales, Content Strategy, Analytics & Insights teams to translate financial insights into actionable plans
• Support monthly/quarterly revenue close processes, including variance analysis against forecast, budget, and prior periods
• Provide ad hoc strategic analysis including pricing decisions, new product launches, and scenario planning
• Build and maintain BI dashboards and surrounding data architecture to provide decision makers with easily accessible, digestible information on business performance and trends

Senior Analyst, GTM Finance & Analytics

Sales Development Rep

• Cold Calling & Outreach - Make a high volume of outbound calls and emails daily to engage healthcare decision-makers
• Lead Qualification – Identify potential customers, identify problems we can solve, and qualify prospects based on fit and needs, and schedule meetings for the sales team
• Product Education – Clearly communicate the value proposition of our healthcare tech solutions and address common objections
• CRM Management – Maintain accurate records of all outreach efforts, conversations, and lead progress in Salesforce
• Collaboration – Work closely with Account Executives and Marketing to refine messaging and optimize outreach strategies
• Follow-ups & Nurturing – Conduct timely follow-ups with prospects and keep them engaged throughout the sales funnel
• Market Research – Stay up to date on industry trends, competitor offerings, and customer pain points to tailor outreach efforts effectively.

Sales Development Representative

Product Manager

• Define the product vision and roadmap for Phreesia’s patient access and forms solution.
• Translate business cases into epics, user stories, and prioritized backlogs.
• Balance provider usability with manufacturer ROI needs.
• Build and maintain a catalog of patient access forms, with EHR prefill and electronic submission.
• Partner with engineering, design, and QA to deliver high-quality releases.
• Develop AI-assisted and human-reviewed processes for scalable form digitization.
• Collaborate with manufacturers, payers, and specialty pharmacies to design integrations.
• Work with internal commercial teams to package offerings and demonstrate measurable outcomes.
• Ensure compliance with HIPAA, AKS, and other regulatory standards.
• Drive provider adoption across Phreesia’s network.
• Track enrollment lift, form completion rates, and cycle time reductions.
• Deliver data and analytics that demonstrate value to external partners.

Senior Product Manager

• Define the product vision and roadmap for Phreesia’s patient access and forms solution.
• Translate business cases into epics, user stories, and prioritized backlogs.
• Build and maintain a catalog of patient access forms, with EHR prefill and electronic submission.
• Partner with engineering, design, and QA to deliver high-quality releases.
• Collaborate with manufacturers, payers, and specialty pharmacies to design integrations.
• Drive provider adoption across Phreesia’s network.
• Track enrollment lift, form completion rates, and cycle time reductions.

Data Scientist

• Transform complex, unstructured data into clear, actionable insights that shape business strategy
• Design and deploy scalable AI/ML models and algorithms that solve high-impact, real-world problems
• Build experiments and prototypes with big data tools to test bold ideas and accelerate innovation
• Push the boundaries by applying the latest AI/GenAI research into practical, production-ready solutions
• Partner with Product, Sales, and Leadership teams to translate analysis into decisions that drive growth and patient outcomes
• Own the full lifecycle of data products, from concept to deployment, ensuring reliability, scalability, and adoption
• Be an expert communicator: you could summarize your daily progress in a tweet

Accountant

• Reporting to the Accounting Manager
• Accurately prepare, review, and post journal entries; perform detailed account reconciliations to ensure completeness and accuracy of financial data
• Maintain strict adherence to internal controls, company policies, and established accounting procedures
• Manage day-to-day activities related to general ledger accounting, ensuring the accuracy and timeliness of financial records
• Collaborate with the finance team to execute timely and accurate month-end, quarter-end, and year-end close processes
• Analyze financial results and trends, providing insightful explanations and performance metrics to key stakeholders and business partners
• Coordinate with external auditors during quarterly reviews and the annual audit, ensuring timely delivery of documentation and responses
• Lead or contribute to special projects aimed at process optimization, automation, and implementation of accounting best practices

Senior Accountant

Sales

• Lead and execute strategic enablement initiatives for the Client Experience (sales) team for Network Solutions
• Develop and refine sales playbooks, frameworks, and enablement collateral based on research and stakeholder collaboration
• Partner cross-functionally to support launch, adoption, and continuous improvement of new sales initiatives
• Own delivery and follow-through of enablement programming and resources
• Act as subject matter expert for assigned vertical(s), maintain resources (Confluence, sales decks), and deliver competitive positioning
• Lead onboarding for Network Solutions client-facing teams and design/deliver foundational training programs (storytelling, active listening, value selling)
• Observe sales interactions (Gong, live calls) to gather insights and reinforce enablement efforts
• Ensure discoverability and timely delivery of collateral and tools for the CE team
• Contribute to the 6–12-month Sales Enablement roadmap and use data-driven approaches including AI tools to increase sales effectiveness

Senior Sales Enablement Associate

Executive Assistant

• Provide proactive administrative support to the CTO and VP of Product Management, including managing complex calendars, travel planning, expense reporting, and correspondence.
• Assist with expense reporting for VPs in Engineering and Product Management
• Coordinate meetings and strategic engagements, including agendas, logistics, and materials preparation, across Engineering and Product
• Serve as a trusted liaison and point of contact for internal teams, clients, vendors, and partners on behalf of the CTO and VP of Product Management
• Monitor, prioritize, and respond to communications and inquiries directed to the CTO
• Support recurring meetings with the leadership teams and across Product and Engineering
• Prepare and edit high-quality written and presentation materials, including briefing documents, reports, and executive-level slide decks.
• Lead and support special projects as needed, including offsite meeting coordination.
• Assist in coordinating Engineering and Product initiatives, ensuring alignment and timely execution of cross-functional deliverables.
• Manage logistics for internal events or external engagements (e.g., conferences, client presentations) involving the CTO or VP of Product Management.
• Maintain strict confidentiality and professionalism when handling sensitive information

• Own the vision, strategy, and outcomes for key Payments and Revenue Cycle Management (RCM) products, such as core payment processing and payment applications.
• Define and maintain the product roadmap aligned with Phreesia’s broader RCM strategy—incorporating feedback from clients, partners, and internal teams.
• Act as a Product Champion across the organization—clearly communicating your product vision and priorities to engineering, client success, marketing, and sales teams.
• Evaluate optimal approaches to execute on product strategy, including build, buy, or rent.
• Build – Create detailed product requirements and user stories—ensuring a clear understanding of payment and RCM workflows for engineering and QA teams.
• Buy or Rent – Identify and select vendor(s) who can reduce time-to-market and create more value for Phreesia, our customers, and patients.
• Find innovative ways to use Artificial Intelligence to be more efficient and effective in the role and to deliver better RCM outcomes.
• Drive go-to-market strategies and ensure successful product launches in collaboration with Product Marketing, Implementation, Client Success, and Support teams.
• Collaborate with finance, compliance, legal, and security teams to ensure products meet HIPAA, PCI-DSS, and other regulatory standards.
• Build and justify business cases for new capabilities and product enhancements, grounded in data and client impact, including ROI, operational efficiencies, and revenue lift.
• Partner with client-facing teams to provide product training, documentation, and support that enhances adoption and satisfaction.
• Proactively manage escalations , triage production issues, and drive prioritization of bug fixes and product improvements in collaboration with engineering and support.
• Engage with clients and partners to gather insights, validate product direction, and ensure solutions meet the needs of providers, staff, and patients in the payment journey.
• Stay informed on market trends, competitive landscape , and emerging technologies in healthcare finance and digital payments

Data Engineer

• The Senior Director of Data Engineering is responsible for building a cohesive data organization that fosters collaboration and drives innovation across the entire company.
• This strategic shift from independent and narrow-focused data teams to a unified organization is one of Phreesia’s top priorities.
• Inwardly, this role will drive the transformation of multiple teams, including Data Engineering and Data Science, and forging partnerships between the data organization and product engineering.
• The role will have a significant outward focus on business opportunities, driving value, and enhancing the company’s competitive edge.
• This is a fully remote position with priority given to candidates in the EST/CST time zones.

Senior Director, Data Engineering

Producer

• Lead day-to-day execution of assigned campaigns from kickoff through launch.\n• Manage timelines, documentation, reviews, and stakeholder communications to keep work moving smoothly\n• Work closely with our in-house pros across Client Solutions, Client Experience, Creative, Engineering, Product, QA, and more to make every campaign count\n• Spot inefficiencies and recommend improvements to workflows, tools, and documentation\n• Contribute to SOPs and internal playbooks that support scalable campaign execution.\n• Begin to own or co-own subject matter expertise on specific platforms, campaign types, or production tools\n• Help foster a collaborative, detail-focused team culture through reliable execution and shared knowledge

Senior Associate Producer

• Lead day-to-day execution of assigned campaigns from kickoff through launch
• Manage timelines, documentation, reviews, and stakeholder communications to keep work moving smoothly
• Work closely with our in-house pros across Client Solutions, Client Experience, Creative, Engineering, Product, QA, and more to make every campaign count
• Spot inefficiencies and recommend improvements to workflows, tools, and documentation
• Contribute to SOPs and internal playbooks that support scalable campaign execution
• Begin to own or co-own subject matter expertise on specific platforms, campaign types, or production tools
• Help foster a collaborative, detail-focused team culture through reliable execution and shared knowledge
• Bachelor's Degree and 2 + years of relevant project or creative campaign management experience within a creative or media agency environment; experience working with healthcare or pharmaceutical brands highly preferred
• Background on multiple projects in a fast-paced, deadline-driven environment with minimal supervision
• Confident communicator, both written and verbal, with the ability to manage up and across teams (internally and with clients)
• Proactive critical thinking, organization and time management to ask questions, solve problems, and take initiative to work through areas of ambiguity with a solutions-first mindset
• Experience working across teams, ideally with Account or Client Services, Creative, Engineering, or QA
• Working knowledge of project management tools, processes, and workflows like Microsoft Project or Planner, Monday.com, Jira, or Ziflow
• Ability and willingness to travel to in-person client and team meetings, about 10% of the year