Qualifacts

Financial Planning and Analysis

• Prepare financial materials for the company executive team and the Board of Directors.
• Manage the team’s monthly close and forecast calendar by coordinating with accounting.
• Prepare the monthly close package for Board distribution with financial results, variance to budget analysis, and KPI dashboard.
• Summarize monthly forecast and annual budget for executive review.
• Support business unit executives with KPI reporting on key operational, sales, and financial metrics.
• Build and manage KPI dashboards for metrics that drive financial performance.
• Forecast the company’s cash flow including monitoring and reporting on key drivers of cash generation to the CFO and Board of Directors.
• A key project in year 1 will include building process, reports and collaboration in our move from Excel-based forecasting to Adaptive Planning.

Director, FP&A

Customer Success Manager

• Own the health, satisfaction, and engagement of the assigned Customer accounts
• Ensure consistent data capture from Customers, collecting intelligence regarding the current marketplace
• Assess customer satisfaction and extract key business needs/issues
• Manage Customer escalations in detail, ensuring adequate follow up
• Build relationships with showcase customers to drive them to partner in training and marketing events
• Support product adoption and upsell/cross-sell opportunities through strategic reviews

Implementation Specialist

• Develop implementation tools and guides
• Understand and work on complex issues where analysis of situations or data requires an in-depth evaluation of variable factors
• Determine methods and procedures on new assignments
• Exercise judgment in selecting methods, evaluating, adapting of complex techniques and evaluation criteria for obtaining results
• Take on and/or serve as advisor on complex customer issue analysis that requires evaluation of identifiable factors
• Devise solutions based on limited information and precedent and adapts existing approaches to resolve issues
• Use advanced knowledge to evaluation, judgment, and interpretation to select right course of action
• Assess agencies billing requirements, EDI files, and other RCM process, seek collaborative solutions, and prepare and present recommendations
• Network with key contacts outside own area of expertise
• Adapt style and use persuasion in delivering messages that relate to the wider firm business
• Frequently advise others on complex matters
• May be accountable through team for delivery of tactical business targets
• Lead efforts in assessment of complex RCM billing and reporting requirements, seek collaborative solutions, and prepare and present recommendations
• Network with key contacts outside of implementations to identify gaps in functionality and participates with product on new functionality delivery
• Conduct 4-5 large and/or complex implementation projects concurrently
• Direct the assignment of less experienced staff assigned to support the larger projects
• Work directly with our new customers across the entire implementation life cycle
• Advise on, present, and support the configuration of EHR during the implementation
• Conduct implementation analysis and training sessions with clients to facilitate solution configurations and workflow set-up
• Resolve client inquiries, maintaining ownership through resolution
• Maintain project tool updates and provide direct communication with customer via meeting agendas, minutes, and other project management tools
• Participate in the training and mentoring of new team members

Senior Implementation Specialist, Billing – EHR Billing Configuration

Solutions Engineer

• Provide multi-hour software demonstrations and training (on-site and off-site) to employees, prospects and existing customers
• Setup, configure, and maintain demonstration database(s)
• Conduct appropriate research and analysis on prospective customer needs and state requirements in order to appropriately tailor product conversations and demonstrations
• Consult with staff at all levels of a prospect’s organization (C level, Director level and End User) to drive needs analysis and answer product related questions, technical questions, and process questions
• Drive the sales process through other marketing efforts (i.e., trade shows) as needed
• Develop and regularly update demonstration materials (internal, external, and client-specific)
• Participate in customer user groups and product advisory boards as a technical expert and Product SME
• Liaison with other internal departments (i.e., help desk, product, projects, quality assurance/testing, implementation services) as needed to ensure sales demo/implementation objectives are in current alignment with product evolution/customer needs and new customers are properly transitioned into implementation

Solutions Consultant – EHR Platform Sales Demos

Project Manager

• Manages full implementation project life cycle from kick-off preparation through implementation completion and transition to support for small to mid-range projects
• Manages customer relationships and expectations through regular touchpoints, distribution of status briefings and onsite meetings
• Interfaces with customer staff across levels and departments throughout project lifecycle
• Influences customer attitudes, behaviors, and intentions throughout every phase of the implementation process, ensuring alignment, adoption, and long-term success
• Ensures that all projects are executed properly maintaining customer satisfaction, along with attaining desired outcomes in cost, quality and delivery timeframes
• Tracks project timelines updating the team with status reports in order to meet and exceed projected metrics
• Works with management to determine resource management, project plans, and risk assessment in order to keep the customers on target
• Works closely with cross-functional teams to resolve project issues in order to optimize results while minimizing project costs
• Partners with diverse departments such as Sales, Product, Sate reporting, and RCMS to drive alignment, streamline workflows, and achieve shared project goals
• Builds productive internal/external working relationships to resolve mutual problems by collaborating on procedures or transactions
• Focuses on providing standard professional advice and creates initial reports/analyzes for review by experienced team professionals
• Focuses on providing standard project guidance based on platform implementation methodologies and creates initial reports/analyzes for review by management

Director, FP&A

Customer Success Manager

Senior Implementation Specialist, Billing – EHR Billing Configuration

Solutions Consultant – EHR Platform Sales Demos

Project Manager – EHR Implementation