Quantum Health

Program Manager

• Lead the integrated operating rhythm across the Health Plan business (OKRs, QBRs, roadmap reviews, leadership syncs)
• Own and maintain the master cross functional roadmap spanning GTM, Product, Engineering, and Actuarial
• Identify risks, dependencies, and cross-team friction points to keep execution on track
• Serve as a connective bridge across “Build” (Product/Engineering), “Sell” (GTM), and “Financial/Risk” (Actuarial/Finance)
• Represent the SVP internally for Tier 2 decisions, unblock teams, and maintain alignment
• Synthesize data and updates into a unified, executive-ready “Single Version of the Truth”
• Lead special initiatives such as market expansions, regulatory response workstreams, and operational redesigns
• All other duties as assigned

Principal Program Manager

Digital Marketing

• Own and evolve email and lifecycle marketing programs across the customer journey
• Drive measurable growth by supporting lead nurturing, engagement, and conversion across the full customer and member journey
• Partner with Growth Marketing, Marketing Operations, Product Marketing, and Analytics to align programs with broader marketing strategies
• Execute cohesive, scalable programs within shared-services marketing model
• Develop segmentation and personalization strategies that support buyer and member journeys
• Collaborate with cross-functional teams on digital marketing initiatives beyond email

Senior Digital Marketing Manager

Operations

• Lead collaboration across CEG and Member Support teams to ensure seamless, high-quality service delivery; identify gaps and implement process improvements to enhance operational efficiency.
• Own and optimize department communication strategies and platforms (email, Teams, SharePoint), ensuring consistency, clarity, and alignment across stakeholders.
• Partner with cross-functional teams (e.g., Product, Operations, Client Services) to ensure accurate execution of client plan and benefit changes; proactively identify risks, drive solutions, and mentor team members on best practices.
• Design and deliver department-wide meetings and training sessions; lead content development, facilitate sessions, and drive actionable follow-ups to improve team effectiveness.
• Develop, analyze, and present CEG performance metrics; provide actionable insights and strategic recommendations through monthly, quarterly, and annual reporting.
• Collaborate with Finance and Analytics teams to enhance data models, reporting accuracy, and forecasting capabilities; identify opportunities for advanced analytics.
• Partner with Marketing to support and optimize client engagement campaigns, ensuring alignment with operational capabilities and client needs.
• Lead onboarding program strategy and execution, including development of tools, resources, and training; continuously improve onboarding experience and time-to-productivity.
• Support and, when appropriate, lead operational components of client onsite meetings; ensure readiness, coordination, and execution excellence.
• Design, document, and continuously improve departmental workflows and standard operating procedures to drive scalability and consistency.

Senior Client Engagement Ops Specialist

Director

• Lead, coach, and develop Client Executives to deliver best-in-class client service and renewal execution
• Set clear expectations, provide ongoing feedback, and drive professional growth and accountability
• Own execution of renewal strategies, including timelines, stakeholder alignment, and Sales handoffs
• Conduct regular account reviews to assess client health, renewal likelihood, and engagement effectiveness
• Identify risks early and implement mitigation plans in partnership with Senior Director leadership
• Ensure consistent, high-quality client experience aligned to Quantum Health’s value proposition
• Support Client Executives in delivering compelling renewal presentations and value-based storytelling
• Build trusted relationships with key client stakeholders (HR, Finance, Benefits leaders)
• Drive adherence to client success playbooks, tools, and reporting standards
• Collaborate with internal teams (Product, Operations, BI, Clinical) to resolve client issues and improve delivery
• Provide visibility into renewal status, client risks, and team performance
• Identify and implement best practices to improve efficiency, satisfaction, and retention

Director, Client Engagement

Customer Success Manager

• Own and drive multi-year strategic account plans aligned to each client’s business objectives, benefits strategy, and financial priorities.
• Serve as a trusted advisor to senior leaders across HR, benefits, finance, procurement, and executive teams.
• Lead executive business reviews that connect performance metrics to strategic and financial outcomes.
• Anticipate evolving client needs based on market dynamics and proactively recommend high-impact initiatives.
• Influence client decision-making across complex stakeholder environments with competing priorities.
• Convey client strategic priorities internally and mobilize cross-functional teams to deliver against defined success plans.
• Own revenue retention and growth across assigned strategic accounts, with clear accountability for renewals, expansion, and long-term value realization.
• Proactively lead renewal strategy and negotiations, minimizing churn through ongoing executive engagement and demonstrated performance impact.
• Identify and execute account growth strategies, including upsell and cross-sell opportunities aligned to client priorities.
• Maintain forecast accuracy and revenue visibility, ensuring disciplined commercial management across strategic accounts.
• Monitor overall account health using performance, engagement, and financial indicators to proactively mitigate risk and surface expansion opportunities.
• Advise clients on regulatory changes, industry trends, and competitive dynamics.
• Provide market-informed recommendations that elevate Embold from vendor to strategic thought partner.
• Orchestrate cross-functional teams (Product, Data & Insights, Marketing, Sales, Operations) to deliver high-impact, customized solutions.

Senior Client Success Executive

Sales

• Develop and execute an employer strategy and territory plan
• Identify, segment, and build new business opportunities with employers, brokers, and consultants
• Build and maintain relationships with senior benefits executives to effectively position CirrusMD’s value proposition
• Negotiate contracts with senior management
• Demonstrate expertise in positioning and selling high-value solutions across various pricing models
• Work independently and collaboratively as part of a professional team
• Understand clients’ business objectives and share insights with the CirrusMD team
• Maintain a deep understanding of CirrusMD’s solution, including implementation and intended client use
• Provide market feedback to product and marketing teams to guide future development
• Stay informed on industry trends, value-based healthcare transformation, and competitors
• Partner with sales operations and account management to align with departmental and company strategies
• All other duties as assigned

VP of Sales

• Serve as the internal expert and enablement lead for core prospecting and outreach tools
• Own administration, governance, and best practices for: Outreach.io, LinkedIn Sales Navigator, BenefitFlow, Zoominfo, and other sales tools that may be added
• Maintain tool usage standards and workflow consistency
• Deliver onboarding and ongoing training for BD and Sales teams
• Partner with Sales Operations on tool enhancements and process updates
• Ensure consistent and effective tool adoption across teams
• Act as the primary liaison between Marketing and Business Development to translate campaigns into executable outreach
• Partner with Marketing to convert campaign messaging and collateral into BD-ready email templates, sequences, and outreach frameworks
• Maintain a curated email copy and messaging library aligned to current campaigns, value propositions, and brand standards
• Ensure outbound messaging reflects the latest Marketing positioning and content releases
• Support the execution of marketing-driven initiatives (webinars, conferences, events, content campaigns) by building or coordinating related Outreach sequences
• Help BD and Sales teams build compliant, effective sequences for sales-led initiatives using approved marketing messaging
• Help maintain smooth execution of inbound lead workflows in close coordination with Marketing
• Serve as a liaison with Marketing on MQL flow, quality, and conversion performance
• Support review, routing, and assignment of MQLs in alignment with established SLAs
• Monitor follow-up compliance and surface gaps in response or documentation
• Identify and flag lead flow issues related to routing, ownership, or follow-up timing
• Provide structured feedback to Marketing on MQL quality and engagement trends
• Provide hands-on operational support for day-to-day sales team needs
• Assist with list pulls, campaign uploads, and basic tool-related requests
• Help sales reps navigate Outreach and Sales Navigator workflows
• Maintain documentation and “how-to” resources for outreach tools and processes
• Identify recurring operational friction points and partner with Sales Operations on improvements
• Reinforce adherence to established processes and usage standards
• Own documentation that ensures consistency, scalability, and clarity across BD and Sales workflows
• Create and maintain clear, up-to-date documentation for the Sales Org
• Ensure documentation is easily accessible and regularly updated
• Translate evolving processes into simple, repeatable guidelines for BD, CR, and Sales teams

Senior Sales Enablement Specialist

Medical Director

• Serves as a key clinical resource for staff
• Establishes criteria and protocols for standard medical treatment inquiries and renders determinations on requests for healthcare services and/or treatment
• Conducts daily review of individual cases and has necessary case level conversations as requested
• Provides clear and concise documented medical review determinations and support on requested reviews within the established time frames
• Provides clinical and nurse consultations
• Identifies opportunities to implement best practices approaches and introduce innovations to provide improved outcomes
• Performs utilization review and case management support on complex members
• Provides support over the phone, through messaging and video to support chronic disease management
• Offers peer-to-peer discussions regarding determinations as necessary
• Serves as a medical liaison to physicians, hospitals and insurance carriers
• Provides determination on appeals for cases where they did not make the initial determination
• Utilizes data resources and tools that helps our team provide personalized care to our clients
• Evaluates and interprets data. Identifies areas for improvement with a focus on interventions to improve client outcomes
• All other duties as assigned