SimplePractice

Accountant

• Execute many aspects of the monthly close, including preparing journal entries, account reconciliations, and flux analyses across the general ledger.
• Complete revenue related month end close tasks including preparation of journal entries and monthly reconciliations.
• Identify and implement process improvements to streamline close and accelerate close timelines.
• Assist the USA based accounting team with revenue operation including group sales billing, collection and related reporting.
• Provide clear and concise flux commentary for assigned balance sheet and income statement accounts on a monthly basis.
• Help accurately accrue expenses.
• Enhance documentation, reconciliation schedules, and analyses to maintain a strong internal control environment.
• Support ERP enhancements and system implementations as needed.
• Help develop, measure and report out on key performance indicators (KPIs) for top-line revenue.
• Collaborate with cross-functional teams (Revenue, Technical Accounting, FP&A, legal.) to provide strategic insights and work towards shared goals.
• Handle ad-hoc projects and technical accounting research as needed.

Senior Accountant

Customer Support

• Address inbound customer inquiries regarding our platform’s features
• Answer all inbound support emails within 60 minutes or less, continually striving for faster response times
• Triage incoming customer support emails to specialized CS team members as needed
• Participate in live chat during our standard business hours
• Schedule live customer screen-sharing sessions and phone calls as needed
• Investigate and troubleshoot complex customer questions using intuitive problem-solving skills
• Identify patterns in incoming support emails and chats, and keep an eye out for potential issues
• Escalate product issues to our Technical Support Specialists
• Contribute to our ambitious conversion rate goals by conducting live onboarding calls with customers in a free trial
• Maintain alignment with the larger Customer Success team and other internal stakeholders
• Identify and report knowledge gaps and work to get them added to our knowledge systems
• Work with other SimplePractice teams to handle customer inquiries when inter-department collaboration is needed

Customer Service

Data Engineer

• Partner with Product, Analytics and Engineering to build scalable systems that help unlock the value of data from a wide range of sources such as backend databases, event streams, and marketing platforms
• Lead technical vision and architecture with holistic point of view on both short-term and long-term horizons
• Work with analytics to create company wide alignment through standardized metrics across the company
• Work with Product and Engineering teams to support internal use cases such as financial reporting, product analytics and operational metrics
• Enable external use cases like customer-facing dashboard, self-serve analytics, and next best action in product
• Manage the complete data stack from ingestion through data consumption
• Build tools to increase transparency in reporting company wide business outcomes
• Work with DevOps to deploy and maintain data solutions leveraging cloud data technologies, preferably in AWS
• Help define data quality and data security framework to measure and monitor data quality across the enterprise. Define and promote data engineering best practice

Senior Data Engineer

• Partner with analysts to build scalable systems that help unlock the value of data from a wide range of sources such as backend databases, event streams, and marketing platforms
• Consult with our Product and Engineering Teams in the creation of new data in the production environment
• Create company wide alignment through standardized metrics across the company
• Promote importance of dimensional data models in communicating across the organization
• Manage the complete data stack from ingestion through data consumption
• Connect our teams and their workflows to centralized and secure databases
• Build tools to increase transparency in reporting company wide business outcomes
• Define and promote data engineering best practices
• Design scalable data solutions leveraging cloud data technologies, preferably in AWS
• Help define data quality and data security framework to measure and monitor data quality across the enterprise
• Excellent problem-solving & critical-thinking skills to meet complex data challenges and requirements in a fast paced, rapidly changing environment

Data Engineer II

Machine Learning Engineer

• Develop AI workflows, customize data pipelines, tune models, and engineer prompts to bring idea to prototype
• Work with subject matter experts to set up evaluation for AI workflows, ensuring rigor, quality and safety of content output
• Work with eng partners to integrate AI workflows into production
• Build and configure AI performance monitoring with proper reporting and alerts
• Optimize and maintain AI workflows for performance, reliability, and long-term scalability
• Start with the Job-to-be-done, dive deep into the domain and understand the problem from user perspective
• Decompose problems into conquerable pieces. Design solutions to address each with cross-disciplinary thinking and big picture in mind.
• Conduct exploratory data analysis to answer key questions and test assumptions. Design experiments and build prototypes for proof-of-concept.
• Build artifacts to illustrate the findings with rigor and how they inform the roadmap and decisions
• Provide AI expert advice to product and eng partners in shaping product roadmap
• Partner closely with software eng, product, data eng, ML platform teams to scope and plan in execution
• Communicate timeline, milestones, findings w/ internal stakeholders
• Guide less experienced team members, sharing knowledge on LLM workflows and AI/ML model lifecycle
• Champion a culture of experimentation, continuous learning, and proactive problem-solving
• Stay current with emerging ML tools and technologies, integrating new techniques that elevate our product capabilities
• Look for creative ways to leverage data to make clinicians’ lives easier, more efficient, and more effective

Senior Accountant

Customer Service

Senior Data Engineer

Data Engineer II

Machine Learning Engineer, Applied AI