Practice EHR

Marketing

• Build and execute multi-channel lifecycle campaigns (email, in-app via Pendo) that help practitioners discover and adopt the integrations most relevant to their practice
• Set up segmented, behavior-triggered campaigns that meet practitioners at high-intent moments — onboarding, plan changes, specialty signals, and moments where they may be at risk of losing momentum
• Incorporate integration and engagement signals into risk scoring, and support early-intervention and win-back campaigns for practitioners who've drifted or churned
• Help lower-tier practitioners find the right upgrade path when their workflow has outgrown their current plan
• Track and report on attach rate, churn, and expansion trends by segment, cohort, and plan tier, flagging patterns to the broader team
• Own day-to-day partner management and relationships with existing integration partners, and help onboard and activate new partners as they're brought into the ecosystem
• Help execute co-marketing campaigns with integration partners, including joint email sends, in-app promotions, webinars, and partner-sourced content
• Pull campaign reporting for integration co-marketing: adoption lift, engagement rates, and conversion to active integration use
• Monitor integration funnel performance — from awareness through first use and sustained engagement — using HubSpot, Pendo, and Amplitude
• Run A/B tests on messaging, timing, and offer mechanics under the guidance of the broader team to improve how well campaigns actually help practitioners find what they need
• Surface practitioner behavior data and patterns that point to friction in the product adoption journey

Lifecycle Marketing Specialist

IT Support

• Manage multi-jurisdictional compliance execution - Support implementation of HIPAA/HITECH, GDPR/UK GDPR, PIPEDA, Quebec Law 25, PHIPA, and emerging privacy laws and coordinate with legal counsel on complex regulatory matters.
• Drive vendor risk management and BAA/DPA lifecycle - Negotiate and finalize Business Associate Agreements and Data Processing Agreements with subprocessors, ensuring breach notification timelines meet calendar-day standards, data deletion commitments are defined, and subprocessor transparency obligations are satisfied.
• Mature security posture and operational resilience - Partner with Engineering to implement security controls that support SOC 2 Type II and ISO 27001 readiness, lead incident response planning and breach notification workflows, and establish monitoring/alerting.
• Embed privacy-by-design across product and engineering - Collaborate with Product and Engineering leadership to assess PHI exposure in new features, define data minimization strategies, and guide architecture decisions that reduce compliance risk.
• Lead IT operations and service delivery - Own user onboarding / offboarding workflows, device provisioning and management, and IT service delivery for a remote-first team, partnering with HR on seamless employee lifecycle management.
• Drive Identity & Access Management (IAM) strategy - Own identity provider configuration and access control policies, implementing least-privilege access principles, periodic access reviews, and role-based access control (RBAC) frameworks.
• Manage endpoint security and device management - Define and enforce endpoint security standards (MDM, disk encryption, antivirus, patching). Establish laptop procurement standards and remote device management policies. Coordinate with Engineering on developer tooling and access requirements.
• Own SaaS vendor rationalization and procurement hygiene - Conduct regular vendor intelligence audits to identify tool overlaps, license waste and procurement gaps. Partner with Finance on SaaS spend optimization.
• Strengthen the InfoSec, IT & Compliance function - Develop and refine processes, tooling, and documentation to support organizational growth. Manage and mentor the IT Operations team. Partner with third-party compliance advisors to accelerate maturity.
• Act as the bridge between Legal, Engineering, IT, and the business — Translate complex legal language into actionable engineering requirements. Partner with Customer Success on practitioner-facing compliance communications. Coordinate cross-functional responses to regulatory inquiries, audits, and customer due diligence requests.

Lifecycle Marketing Specialist

Senior Manager, Infosec, IT & Compliance