Financial Planning and Analysis

• Lead comprehensive financial forecasting, including daily revenue forecasts, weekly cash forecasts, full P&L modeling, and long-range planning.
• Quarterback the Company’s budget administration, collaborating with cross-functional teams to gather relevant inputs and assumptions.
• Partner with executive leaders to support decision-making and strategic planning through robust financial insights.
• Analyze key financial and operational metrics to identify trends, risks, and opportunities. Translate findings into actionable recommendations.
• Prepare ad hoc and ongoing reporting across a range of audiences, including internal teams, executives, and investors.
• Manage and prioritize the FP&A team’s workflow to align with key organizational goals and deadlines.
• Develop and maintain scalable processes for budgeting, forecasting, and performance analysis.
• Drive automation in team workflow, with support of data and AI resources.
• Scale financial operations by supporting implementation and administration of critical systems & processes (EPM, ERP, etc).
• Partner with the Accounting team to ensure efficient and accurate reporting.
• Manage and mentor the FP&A team, starting with a direct report of a Senior Analyst. Provide guidance, support, and opportunities for professional growth.
• Build the foundation for expanding the FP&A team’s scope of responsibilities as the organization scales.

Senior FP&A Manager

Consultant

• Help us spread the word for Roo University!
• Act as our local ambassador for Roo on campus.
• Help us schedule lunch and learn talks, meetings, and campus events.
• Opportunity to participate in product, technology, and operations meetings/sessions providing student feedback.
• Facilitate the design and implementation of recurrent community initiatives that enhance the Roo brand and marketplace

University Veterinary Ambassador – Consultant Basis

Account Manager

• Act as a strategic partner to the Enterprise Director, maintaining strong relationships with Roo’s Enterprise clients and partnering with key client stakeholders to align their hospitals’ priorities with Roo, with the goal of retaining active hospitals.
• Facilitate executive relationships alongside the Enterprise Director, ensuring a smooth transition from the Enterprise sales process through implementation and day-to-day account management with the goal of reducing turnaround time of activating corporate hospitals, getting their onboarding scheduled, and working with the local Roo reps to get the hospitals to post their first shifts.
• Be a champion for our clients and work with our internal cross-functional teams to translate customer feedback into product insights
• Collaborate with key corporate accounts to streamline the bulk upload and onboarding process for all hospitals within their organization, ensuring a smooth integration into Roo's platform
• Co-lead the implementation and onboarding process across Roo territories, ensuring timely scheduling and coordination, and establishing rapport with local Roo representatives to facilitate smooth transitions, particularly during expansion phases, with the goal of increasing shifts posted within the first month of having access to the Roo platform
• Manage inbound emails/chats from Enterprise clients (and leads) regarding requests, product bugs/glitches, cancellations, alterations, etc., in a timely manner with bias to urgency
• Serve as a liaison between corporate/Enterprise hospitals and local Roo reps; identifying downgrades in activity per corporate group in each Roo market, and partner with local Roo reps to proactively reduce churn
• Plus proactively identify and address any additional activities or tasks requiring Enterprise support, demonstrating flexibility and initiative in meeting client needs and Roo’s organizational goals

Enterprise Account Manager

Business Development Rep

• Drive regional growth through acquisition of new veterinarians and re-engagement of inactive users.
• Build relationships with independent veterinarians to understand their preferences, availability, and goals.
• Match veterinarians to relevant hospital shifts based on skill fit, geography, and timing.
• Lead local recruitment and networking events (eg, CE dinners, happy hours) to drive awareness and engagement.
• Execute high-volume outreach (phone, text, email, LinkedIn) using structured, data-driven workflows.
• Manage and prioritize a prospect pipeline within HubSpot.
• Drive fast activation by encouraging newly signed-up vets to request and fill shifts.
• Use data and engagement signals to optimize outreach timing and conversion.
• Continuously re-engage inactive veterinarians with relevant opportunities.

Business Development Manager

Customer Support

• Be one of the point-of-contacts for customer inquiries coming through our online support channels – email, LiveChat, 1-833-Roo Vet, etc.
• Troubleshoot and resolve any first line issues raised by our hospital/vet/tech users, providing accurate, complete, and supportive responses.
• Coordinate second line/escalated issues with relevant regional BD/AMs and other departments as needed.
• Facilitate and help to manage potential call outs with current processes in place.
• Proactively document rainy day scenarios as encountered and share any key learnings with the team.
• Maintain Hubspot to be sure all client communications & CS tickets are documented appropriately.
• Coordinate with Finance, data, and other departments on rainy-day, shift, and payment reconciliation; generate reports as needed.

Client Support Specialist

Sales

• Own the integrated revenue strategy tied to company goals and unit economics.
• Design the coverage/territory/segment model across the revenue org (roles, handoffs, specialization, capacity).
• Allocate headcount and budget by ROI and constraints, maintaining a healthy cost of sales as you grow. Rebalance quickly when necessary.
• Build the operating cadence that makes forecast accuracy and quota attainment the default.
• Scale repeatable GTM playbooks across segments while preserving segment nuance.
• Build an enablement engine (messaging, objection handling, discovery, onboarding, ongoing coaching).
• Implement QA loops (call scoring, pipeline hygiene, deal reviews) with a clear iteration rhythm.
• Build a high-bar leadership bench and org design that scales (spans/layers/specialization).
• Set hiring rubrics and enforce the bar; build a coaching culture and accountability.
• Set performance standards and upgrade talent decisively—without destroying morale (consistent calibration, early underperformance plans, fast hard calls, keep top talent energized and growing).
• Own org-level capacity planning that maximizes ROI; drive org-wide clarity on definitions and leading indicators.
• Own the GTM systems architecture (CRM + tooling) with disciplined build-vs-buy judgment.
• Drive thoughtful automation that removes toil, enforces standards, and comes with real adoption plans.
• Align Product, Marketing, Finance, and Data around top revenue bets; secure resourcing for priorities and resolve tradeoffs quickly. Ensure opportunities are framed in a shared metrics backbone across functions—principled, not political.
• Lead major org/process/comp transformations while maintaining performance—protect the quarter while upgrading the machine.

VP of Sales

• Support and expand internal and external financial reporting needs, including departmental Budget vs. Actual reporting, management reporting, and investor reporting on both a recurring and ad hoc basis.
• Facilitate financial planning across the organization, including quarterly, annual, and long-range planning.
• Build and manage a variety of financial models, including three-statement operating models, unit economics models, and ad hoc project ROI models.
• Partner with departments to deeply understand the impact and investment of each function in order to better measure and forecast business performance.
• Collaborate with data and accounting teams to ensure the accuracy, timeliness, and scalability of financial reporting, forecasting, and analytics.