Rockstar

People Operations

• Lead employee relations end-to-end: Manage investigations, terminations, accommodations, and documentation in a way that is fast, calm, and legally defensible, containing issues before they escalate
• Build clinician performance management systems: Design and run playbooks, decision trees, and templates so most performance issues are resolved without CEO or Head of Clinical Ops involvement
• Operate company-wide people systems: Own PEO administration, payroll coordination, benefits administration, and policy documentation, ensuring clean execution across all employee lifecycle events
• Scale clinician lifecycle operations: Streamline onboarding, leaves of absence, exits, and role/status changes; partner with Clinical Ops and Provider Growth to support rapid scaling to **1,000+ clinicians**
• Support compensation planning: Conduct competitive market reviews, help create pay bands and raise frameworks, and ensure compensation changes are executed cleanly
• Build corporate people systems: Work directly with the CEO to establish consistent processes for the corporate team, including onboarding/offboarding, performance management, and structured feedback

People Operations Lead

Artificial Intelligence

• Own and drive the AI transformation roadmap, advancing maturity from early-stage (Level 0–1) to scalable adoption (target: Level 3)
• Identify and prioritize high-impact AI use cases across Finance, GTM, and Product in partnership with functional leaders
• Lead execution of AI initiatives, including workflow automation and agentic AI capabilities
• Ensure foundational systems and data structures are designed to support scalable AI adoption
• Own the architecture and evolution of the business systems ecosystem across all functions
• Define how core systems (e.g., HubSpot, NetSuite, Snowflake, and others) integrate, interact, and scale
• Establish and maintain a unified data model and clear system-of-record definitions across the organization
• Evaluate and guide selection of tools, platforms, and data infrastructure (e.g., warehouse, ETL, BI)
• Design data flows and system interoperability to enable reporting, automation, and AI use cases
• Act as the primary steward of business data integrity, consistency, and accessibility
• Own administration and optimization of key business systems, with a willingness to be hands-on where needed (e.g., configuration, field creation, workflow updates)
• Partner with RevOps, Finance, and other stakeholders to ensure systems support evolving business needs
• Provide architectural guidance for CRM (HubSpot) and ERP (NetSuite), while collaborating with functional owners on day-to-day usage
• Ensure systems are scalable, well-structured, and aligned with downstream reporting and analytics requirements
• Partner with Finance and RevOps to implement and scale business intelligence capabilities
• Support the development of data models, reporting layers, and dashboards that enable real-time decision-making
• Help define and standardize key metrics, KPIs, and reporting frameworks across the organization
• Improve data quality and reliability across systems and reporting environments
• Serve as the program manager for high-impact, cross-functional initiatives across Finance, GTM, Product, and Operations
• Establish structure, accountability, and execution rigor across strategic projects
• Align stakeholders, manage dependencies, and ensure initiatives are delivered on time and with clear outcomes
• Act as a connective layer across teams to drive progress and reduce organizational friction
• Identify gaps where systems, data, and processes are disconnected
• Design and implement scalable workflows that improve efficiency and data integrity
• Partner with RevOps and other functional leaders to ensure process changes are supported by strong systems design
• AI maturity advances to Level 4 with clearly defined and operational use cases
• A cohesive systems architecture is established, with clear integration patterns across HubSpot, NetSuite, and data platforms
• A reliable data foundation is in place, with a defined source of truth and improved data consistency across systems
• Business intelligence capabilities are implemented and actively used by leadership
• Cross-functional initiatives are executed with greater speed, clarity, and accountability
• Systems and data are structured to support automation and future AI expansion

Director, Systems, Data & AI Transformation

Bookkeeper

• Maintain accurate and up-to-date financial records, general ledger entries, and bank reconciliations for the small business users.
• Prepare monthly financial reports, including income statements and balance sheets.
• Identify opportunities to streamline bookkeeping processes, improve efficiency, and enhance internal controls.
• Stay current with accounting standards, regulations, and industry trends to ensure compliance with all reporting requirements.
• Participate in special projects and initiatives as assigned by management, contributing financial expertise and insights to support strategic decision-making.

• Lead and supervise a team of bookkeepers, providing day-to-day direction, coaching, and performance management.
• Review monthly reports, including Income Statement and Balance Sheet, to ensure completion of all bookkeeping processes, and complete month-end adjustments to ensure accuracy.
• Own the timely and accurate completion of monthly bookkeeping close processes across a portfolio of clients.
• Review operational dashboards and reporting tools to track progress, identify open items, and drive resolution of overdue tasks.
• Maintain consistency and quality across team outputs by enforcing processes, SOPs, and internal controls.
• Serve as the primary escalation point for bookkeepers, resolving complex accounting questions, workflow blockers, and client issues.
• Maintain organized and accurate document records for each client.
• Identify opportunities to streamline bookkeeping processes, improve efficiency, and enhance internal controls.
• Support training and coaching for the bookkeeping team as new features and tools are introduced to the company's bookkeeping software.

Bookkeeping Team Lead

Salesforce Administrator

• Support and optimize the Salesforce instance, ensuring the testing and live environments stay consistent and reliable.
• Manage administrative tasks such as user management, user profiles, roles, custom objects, page layout changes, custom fields, flows, etc.
• Design end-to-end integrations and solve problems creatively using standard functionality to simplify the user experience.
• Enhance and automate the user experience, utilizing flows, validation rules, reports and dashboards.
• Troubleshooting day-to-day issues with the end users.
• Stay up to date with software releases and new functionality through continued education.
• Document all processes, policies, training, and training collateral.
• Keep end users up to date on all Salesforce changes through continued training sessions, when applicable, and training collateral.

Product Manager

• Maintain a strategic roadmap and author high-level functional requirements for major initiatives, ensuring technical feasibility and commercial viability.
• Define "The What" by creating initial value propositions, feature themes, and detailed logic flows to ensure the Product Owner and Dev team have a clear path forward.
• Perform trade-off analysis to ensure the team focuses on initiatives with the highest ROI and mission alignment.
• Lead the "Discovery" phase—identifying MVP requirements, writing initial specs, and defining success metrics for new ventures.
• Communicate the "Why" behind the product direction to the entire company, ensuring everyone understands the vision and the mechanics of how they get there.
• Step into the "weeds" of the backlog when necessary to assist the PO in refining complex technical stories or edge cases.

Financial Planning and Analysis

• Own the monthly close process to ensure books are accurate, complete, and closed on time
• Manage and optimize the bookkeeping/accounting team (hire, train, restructure as needed)
• Ensure accurate expense categorization and clean general ledger structure
• Maintain accurate multi-location (four-wall) P&Ls
• Oversee proper revenue recognition across services, packages, promotions, and gift cards
• Deliver audit-ready, pristine financials at all times
• Implement strong internal controls, approval workflows, and audit processes
• Build and scale finance and accounting processes, including:
• Accounts payable systems (e.g., Bill.com or equivalent)
• Vendor management and invoice verification workflows
• Employee expense tracking systems (e.g., Ramp or equivalent)
• Design and implement processes for medical and retail inventory:
• Purchasing controls and invoice validation
• Inventory tracking and usage accounting
• Shrinkage identification and reporting
• Standardize financial processes across all locations
• Evaluate and implement best-in-class finance tech stack (ERP, AP, expense, inventory systems)
• Own cash flow forecasting and liquidity management
• Lead refinancing efforts for existing debt (including SBA loans)
• Evaluate and secure equipment financing options
• Support capital allocation decisions across the business
• Build and manage lender, banking, and financing relationships
• Own monthly reporting, variance analysis, and performance insights vs. plan
• Identify risks, opportunities, and key performance drivers
• Build and maintain the company’s financial model and forecasts
• Lead annual budgeting and planning process
• Maintain and evolve margin models to guide pricing, promotions, and investment decisions
• Analyze ROI across growth initiatives, new locations, and service lines
• Support prioritization of strategic initiatives
• Partner directly with the CEO and Head of Operations as a core strategic thought partner
• Develop KPI dashboards and reporting frameworks for leadership visibility
• Build financial transparency and accountability at the location level
• Develop and manage dashboards for location managers and providers
• Partner with operators to track and improve revenue, labor, and cost performance
• Help set and track individual and team-level financial goals
• Drive adoption of performance metrics across the organization
• Train non-financial leaders to understand and act on financial data
• Design and implement scalable, transparent compensation structures
• Tiered incentive plans for providers and managers
• Ensuring compensation plans are equitable, motivating, and performance-driven
• Support annual goal-setting and performance tracking processes
• Help design and model employee equity or profit participation programs
• Continuously evaluate and refine comp structures based on performance data and retention outcomes
• Act as a leader for complex, cross-functional, and ambiguous projects as they arise (doesn’t have to be within the finance scope)
• Drive high-impact initiatives from concept through execution
• Partner across teams to ensure alignment and delivery
• Bring a highly operational mindset with the ability to move from analysis to execution quickly
• Serve as a “force multiplier” for the leadership team on priority initiatives.

VP of Finance

Growth Marketing

• Own pipeline generation across channels: paid acquisition, email/lifecycle, content syndication, events, and account-based programs
• Build and execute multi-channel demand generation campaigns targeting enterprise accounts
• Develop and run account-based marketing programs (ABM / ABX) to engage ICP accounts and buying groups
• Own lifecycle marketing, including nurture sequences and conversion flows across the funnel
• Own website performance and conversion rate optimization across landing pages, forms, and on-site experiences
• Run high-velocity experiments across channels, messaging, audiences, and formats with a bias toward speed
• Identify what drives pipeline, double down on what works, and quickly kill what doesn’t
• Own campaign tracking, attribution, and reporting in partnership with GTM engineering / RevOps
• Set goals, manage budgets, prioritize initiatives, and report on performance across pipeline and revenue
• Partner closely with content, product marketing, GTM engineering, and sales to ensure alignment across all GTM efforts