Pivotal Health

Account Executive

• Generate pipeline: Build new relationships with health system CFOs, Revenue Cycle, and Finance leadership.
• Own complex sales cycles: Progress opportunities from initial outreach through close, managing multiple stakeholders, timelines, and deal requirements.
• Develop account strategy: Own account planning, identify decision-makers and champions, and align deals to customer priorities, budget, and ROI.
• Partner on deal execution: Work closely with the CRO on negotiations, contracting (including redlines), and closing.
• Maintain executive relationships: Build credibility with senior stakeholders and position yourself as a trusted partner.
• Drive pipeline discipline: Maintain accurate pipeline tracking, forecasting, and CRM hygiene (Salesforce is our source of truth).
• Support customer transition: Partner with Customer Success to ensure smooth onboarding, implementation, and identify expansion opportunities.
• Improve the motion: Bring ideas to reduce sales cycle time and improve how we engage and win with health systems.

Enterprise Sales Executive – West

Enterprise Sales Executive, Midwest

Enterprise Sales Executive

Chief Marketing Officer

• Own and lead the go-to-market strategy for the Health Systems segment, driving awareness, engagement, and pipeline growth
• Develop audience-specific positioning, messaging, and content strategies that resonate with health system decision-makers
• Partner closely with Sales, RevOps, and SDR leadership to align marketing efforts with revenue goals and optimize outbound and inbound strategies
• Build and execute demand generation programs that accelerate adoption within health systems and provider organizations
• Identify and manage participation in key industry events, conferences, and associations to increase brand visibility and market presence
• Analyze market trends, customer feedback, and competitive insights to refine marketing strategy and identify new opportunities
• Establish the foundational marketing infrastructure, programs, and processes needed to scale the Health Systems business
• Collaborate cross-functionally with Sales, Client Success, Operations, and Executive Leadership to ensure alignment on business objectives and customer needs
• Measure and report on marketing performance, pipeline contribution, and segment growth, using data to inform strategy and investment decisions
• Serve as the internal expert on the Health Systems market, helping shape company strategy and long-term growth initiatives

Head of Marketing, Health Systems

Accounts Payable

• Own the full billing cycle.
• Build and hold a collections cadence.
• Process and apply cash receipts.
• Manage accounts payable and expense reimbursements.
• Report on AR aging.
• Enforce your own internal controls.
• Communicate directly with customers.

AR/AP Clerk

Events

• Own conference logistics end-to-end. Manage full execution from commitment to post-show wrap-up: booth design, staffing, vendor coordination, materials shipping, and on-site problem-solving.
• Evaluate and prioritize the event calendar. Partner with the Sr. Events Marketing Manager and sales to assess which conferences and trade shows to invest in.
• Build and maintain event infrastructure. Own the systems that make the programs repeatable and scalable: tracking spreadsheets, vendor rosters, budget sheets, post-event templates.
• Execute hosted events and field programs. Own logistics for Pivotal-run networking dinners, roundtables, and regional programming alongside the broader conference calendar.
• Drive integrated event marketing. Develop pre- and post-event email campaigns, LinkedIn content, and on-site assets that build awareness, drive booth traffic, and support sales follow-up.
• Close the loop on every event. Coordinate post-event lead follow-up with sales, document learnings, and track ROI metrics.

Events Marketing Manager

Operations

• Own end-to-end client operations for a portfolio of large health system and hospital clients
• Work closely with implementations teams to ensure continued implementation quality
• Use Metabase, BigQuery, and internal reporting tools to turn operational signal into client-facing strategy
• Serve as a credible strategic counterpart to our Client Success team partners and clients
• Partner cross-functionally on IDR strategy and payer compliance work
• Mentor analysts on the team and contribute to playbooks

Client Strategy – Operations Manager

Financial Planning and Analysis

• Own forecasting and planning across the business: Build and evolve forecasting models and planning frameworks that improve how we understand performance and make decisions.
• Turn data into narrative and action: Analyze budget vs. actuals, identify what’s driving performance, and translate findings into clear insights and recommendations for leadership.
• Partner with leaders across the company: Work closely with teams across BizOps, RevOps, People, and R&D to understand key drivers, support planning, and bring financial visibility into day-to-day decisions.
• Drive investor and executive reporting: Prepare and communicate financial insights for leadership and investors, ensuring clarity, accuracy, and consistency in how we tell the story of the business.
• Build the FP&A foundation as we scale: Identify gaps in current processes and help implement structured, repeatable systems for forecasting, reporting, and planning.
• Help select and implement FP&A tooling: Support the evaluation and rollout of an FP&A tool, to modernize our planning processes and establish a 'single source of truth' for real-time reporting and analysis.
• Operate in the details while thinking strategically: Get into the weeds to understand the numbers, while also stepping back to connect them to broader business trends and decisions.

FP&A Manager

Customer Success Manager

• Own a Client Success pod: Lead a team of CSMs and drive performance across a defined portfolio of accounts; retention, expansion and overall client health.
• Act as an escalation point: Step into complex client situations and ensure issues are resolved quickly and effectively.
• Own the voice of the customer: Synthesize feedback, patterns, and friction points across your accounts and translate that into clear insights for Product, Operations, and Sales.
• Manage and develop a team: Coach CSMs on account ownership, communication, and execution, helping the team operate with greater independence and confidence.
• Build and scale how we operate: Develop playbooks, glossaries, and shared frameworks so the team isn’t reinventing the wheel — creating consistency across how we manage and grow accounts.
• Drive account growth and engagement: Lead strategic account planning, QBRs, and ongoing engagement across your portfolio while partnering closely with Sales to identify and advance expansion opportunities.
• Drive consistency: Define what “good” looks like across account management, communication, and follow-through — and ensure the team operates against it.
• Own portfolio strategy: Ensure account coverage, prioritization, and focus align to account size, complexity, and growth opportunity.
• Influence the business: Work closely with Sales, Product, and Operations to ensure customer needs are reflected in how we build and deliver.

Senior Team Lead, Client Success

Recruitment

• Own scheduling and candidate experience: Run end-to-end interview scheduling across all roles, including complex multi-stage loops.
• Act as the front line of the candidate experience; clear, responsive, and thoughtful at every step, while ensuring hiring teams are prepared and aligned.
• Own the ATS and data integrity: Serve as the day-to-day owner of Ashby, keeping pipelines clean, stages accurate, and data reliable. Build reporting that gives visibility into pipeline health, time to fill, and sourcing performance, and continuously improve how we use the system.
• Build process and recruiting infrastructure: Partner with the VP of People and Director of Talent to document, standardize, and evolve how we recruit. Own interview plans, templates, and Notion documentation so the team operates consistently and efficiently.
• Improve systems and tooling: Identify gaps in our workflows and help implement better solutions, including standing up and integrating tools like Rippling, background checks, and assessment platforms as we scale.
• Act as the connective tissue: Keep hiring managers, interviewers, and candidates aligned throughout the process, proactively flagging issues before they become problems and ensuring nothing slips.
• Support closing and onboarding: Assist with offer logistics, background checks, and pre-boarding coordination to ensure a smooth transition from candidate to employee.
• Shape how we show up to candidates: Contribute to candidate-facing materials, communication, and overall experience as we continue to invest in how we recruit and close talent.

Recruiting Operations Specialist

Analyst

• Analyze claim information to ensure cases meet federal IDR requirements before submission.
• Track deadlines and review communications from health plans, arbitration entities, and internal teams to ensure cases progress appropriately.
• Update internal systems and spreadsheets to maintain accurate case records, dispute statuses, and operational metrics.
• Contribute to refining workflows and documentation as the team builds more scalable dispute management processes.

Payor Dispute Analyst

Platform Engineer

• Design and evolve platform architecture: Help shape the architecture of our platform by evaluating trade-offs, improving system design, and partnering with teams to build scalable, reliable infrastructure that supports long-term growth.
• Build software that powers the platform: Develop tooling, services, and automation that improve developer productivity, reliability, and observability across the system.
• Own infrastructure as code and automation: Expand and harden our Terraform coverage, ensuring critical resources are versioned, auditable, and safely provisioned across environments.
• Design scalable, reliable system interactions: Contribute to the design of system interactions and data flows, making thoughtful architectural decisions that balance scalability, reliability, and performance as the platform evolves.
• Improve reliability and operational signal: Build and evolve monitoring, alerting, dashboards, and testing pipelines that surface meaningful signal rather than noise.
• Secure the platform and toolchain: Partner on securing CI/CD pipelines, access controls, networking, and data flows while supporting compliance efforts as we grow.
• Reduce toil and improve leverage: Identify repetitive or high-friction work and eliminate it through automation, better abstractions, or new tooling, including leveraging AI where it meaningfully helps.
• Partner with engineering teams: Operate as a partner to feature teams, helping unblock delivery, improve systems, and ensure platform decisions reflect real-world needs.

Senior Platform Engineer

• Own the Downstream Product: Own key pieces of the IDR workflow and underlying systems end-to-end, including the client admin portal, financial operations workflows, and the data models that power reporting and customer visibility.
• Data Integrity & Systems Alignment: Define sources of truth and ensure consistency across systems like Salesforce and internal financial tooling.
• Drive Execution: Ship improvements and new functionality that make it easier for customers to understand how we’re performing as a partner.
• Financial Systems & Integrations: Work on initiatives that surface and power the flow of funds through the IDR process, ledger creation, and integrations with tools like QuickBooks, Brex, and Salesforce.
• Translate Complexity: Turn complex financial and operational workflows into clear, usable product experiences.
• Own Customer Satisfaction: Interface directly with customers to ensure we are clearly answering their questions and solving their needs.
• Partner Cross-Functionally: Work closely with Engineering, Finance, Ops, and Customer-facing teams to align on priorities and deliver outcomes.
• Bring Structure to Ambiguity: Take partially defined systems and help shape how they evolve into more scalable, reliable products.
• Own Your Roadmap: Contribute to roadmap planning and take increasing ownership over your product area over time.

Product Manager, Financial Systems

AI Engineer

• Own the evolution of our shared Agent SDK and adjacent developer-facing libraries.
• Define the default engineering patterns for agent runtime behavior, tool use, structured outputs, context management, retries, testing, and deployment.
• Build the observability layer for AI systems, including tracing, prompt and model version visibility, tool-call telemetry, cost tracking, latency, failure modes, and fallback behavior.
• Create practical dashboards, alerts, and operational workflows that let us catch regressions before the business feels them.
• Lead the design of our experimentation and evaluation platform for model-backed and agent-backed systems.
• Improve how we compare prompts, providers, retrieval strategies, model versions, and workflow designs.
• Build greenfield internal tooling that accelerates company-wide AI adoption, especially around MCP-style tools, app-builder patterns, and reusable internal AI primitives.
• Help define what great AI-enabled work looks like inside the company by modeling strong usage patterns and turning them into scalable defaults for other teams.
• Turn fragile or manual workflows into well-instrumented platform capabilities with good defaults and clear ownership.
• Partner with engineers and product teams to identify the highest-leverage shared investments, then drive them from design through production.
• Raise the technical bar through architecture work, design reviews, implementation, mentoring, and strong engineering judgment.

Enterprise Sales Executive – West

Enterprise Sales Executive, Midwest

Enterprise Sales Executive

Head of Marketing, Health Systems

AR/AP Clerk

Events Marketing Manager

Client Strategy – Operations Manager

FP&A Manager

Senior Team Lead, Client Success

Recruiting Operations Specialist

FP&A Manager

Payor Dispute Analyst

Senior Platform Engineer

Product Manager, Financial Systems

Staff Engineer, AI Platform