Soleo Health

Vice President

• Define and lead the company’s M&A strategy to support long-term growth and expansion.
• Partner with the executive leadership team to align acquisition priorities with business objectives.
• Serve as the subject matter expert for the Board of Directors and senior executives on M&A opportunities and risks.
• Proactively identify and cultivate acquisition targets, partnerships, and divestiture opportunities across the healthcare/specialty pharmacy landscape.
• Oversee deal evaluations, negotiations, and structuring to optimize shareholder value.
• Lead due diligence processes across financial, operational, legal, and regulatory dimensions.
• Direct post-merger integration planning and execution to ensure seamless cultural, operational, and financial alignment.
• Establish measurable synergy targets and ensure accountability for delivering results.
• Partner with business unit leaders to capture long-term value from each acquisition.
• Monitor and assess market dynamics, competitive landscapes, and emerging trends to inform strategic decisions.
• Build and maintain strong relationships with investment banks, private equity firms, consultants, and industry leaders.
• Represent the company at industry conferences, networking events, and with external stakeholders.
• Build, lead, and mentor a high-performing corporate development and integration team.
• Promote a culture of collaboration, accountability, and innovation within the M&A function.

Vice President, Corporate Development

Sales Development Rep

• Lead the design, implementation, and oversight of comprehensive training programs for the national sales force in the infusion and specialty pharmacy space.
• Enhance sales effectiveness and drive measurable business outcomes through tailored training initiatives.
• Collaborate cross-functionally with sales leadership, marketing, clinical operations, and compliance to align training programs with business goals.
• Design and deliver a sales training strategy that supports new hire onboarding and continuous learning.
• Create engaging, modular training content across various formats (live, virtual, e-learning, on-demand, microlearning).
• Tailor training programs to the nuances of specialty pharmacy including disease states and reimbursement models.
• Partner with teams to ensure training materials are up-to-date and compliant.
• Analyze training feedback and performance data to optimize content and delivery methods.
• Utilize a Learning Management System to manage, track, and report on training activities.

Vice President, Sales Development

Manager

• Support the intake and reimbursement teams in the area of commercial contracting and government programs.
• Research payor contracts and other published information.
• Publication and maintenance of resource documents and communication with provider relation teams to resolve contract and/or regulation non-compliance.
• Review payor contracts for intake and reimbursement contract terms.
• Work with Managed Markets team to address any missing or unfavorable contract terms
• Provide comprehensive analyses to VP of Reimbursement and CFO.
• Provide payor education to intake and reimbursement teams.
• Create, maintain, and manage all Intake and Reimbursement contract resource documents.
• Cultivate and maintain relationships with contracted and non-contracted insurance Provider Relations personnel.
• Identify opportunities for cost savings through payer reimbursement analysis/trends.
• Complete all necessary managerial tasks including hiring, training, and performance reviews.

Reimbursement Contract Manager

Data Engineer

• Data Platform Management: Design, build, and maintain scalable, efficient ETL/ELT data pipelines integrating data from multiple source systems (e.g., EMR, nursing, financial, CRM, and operational platforms).
• Cloud and Architecture: Build and manage modern data architectures leveraging Azure Cloud services (Azure Data Factory, Data Lake, Synapse) and Snowflake. Oversee schema design, data ingestion, and performance optimization.
• Snowflake Administration: Manage Snowflake environments including user roles, warehouses, performance tuning, resource monitoring, and administrative tooling.
• Domain Data Modeling: Develop and maintain domain-driven data models that reflect business structures and relationships across key functional areas.
• Data Marts and Consumption: Build and optimize business-unit-centric data marts that enable self-service analytics, data visualization, and decision support.
• Integration and Interoperability: Design and implement integration patterns to unify data across structured and unstructured sources, APIs, and third-party systems.
• AI and Advanced Analytics: Leverage large language models (LLMs) and other AI/ML techniques to analyze curated datasets, identify trends, and drive actionable insights.
• Data Quality and Governance: Establish and maintain data validation, reconciliation, and governance processes to ensure accuracy, consistency, and compliance with security and regulatory requirements.
• Automation and Monitoring: Automate data workflows and build proactive monitoring and alerting frameworks for data pipeline health and performance.
• Visualization and Reporting: Develop and maintain Power BI dashboards and semantic models that translate data into clear, business-relevant insights.
• DevOps Enablement: Implement Azure DevOps and CI/CD practices for version control, testing, and automated deployment of data solutions.
• Documentation and Collaboration: Maintain clear technical documentation for pipelines, data models, and architecture. Collaborate cross-functionally with business and technology teams to align data initiatives with strategic objectives.

Senior Data Engineer

Program Manager

• Own client relationship and act as the point of contact for all program services, projects and operational performance issues.
• Develops lasting relationships that foster client ties.
• Interacts with clients and project sponsors, stakeholders and various project members to ensure that specified business needs are met; assists in the post-implementation analysis to ensure that requirements are fulfilled.
• Assists in the development, refinement, validation or ensures completion of all projects; seeks insights from program that are of value to customer and communicates those insights; manages various work plans to ensure project commitments are met - on time.
• Collaborate and implement on mutually agreed upon written policies and procedures (Business Rules Document(s) (“BRDs”) and Client Work Instructions (“CWIs”), and process flows in connection with the program alongside partner.
• Provide support ensuring that business requirements are identified, understanding of expectations of each party, and establishment of agreed upon milestones and delivery dates are met.
• Analyzes program processes and makes recommendations for improving efficiency, resulting in expense reduction both internally and for external clients.
• Effectively communicates relevant project information to superiors.
• Delivers engaging, informative, well-organized presentations.
• Manage project development from initiation to closure.
• Collaborate with internal and external stakeholders to track and report on project milestones and provide status reports.
• Responds, resolves and/or escalates issues in a timely fashion.
• Applies comprehensive knowledge and/or engages the appropriate subject matter experts to gain a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects.
• May contribute to the development of policies and procedures.
• Collaborates on technical solutions to a wide range of difficult problems.
• Solutions are innovative and consistent with organization objectives.
• Completes work independently receives general guidance on new projects.
• Work reviewed for purpose of meeting objectives.
• Lead and support strategic meetings with Pharma partners onsite or virtually, summits or vendor partnership meetings, quarterly business reviews (QBR’s) and meetings for program success.
• Responsible for gathering input and compiling information received from key subject matter experts to create customer specific customization for responses, business reviews, and meetings.
• Evaluates operational issues to determine how competitive and current it is with the latest trends in the industry.
• Completes all required duties, projects and reports in a timely fashion on a daily, weekly, or monthly basis per the direction of the leadership.

Program Manager, Pharma Relations

Billing Specialist

• Preparation of accurate medical claims based on contracted agreements for services to various payers (e.g. Commercial Payers, Government Payers, Employer/ Institutional Payers).
• Reviewing and identifying claims pricing discrepancies based on updates/changes to fee schedules.
• Creates and submits secondary electronic pharmacy and medical claims in a timely manner.
• Billing of manufacturer copays, which includes entering the necessary information into portal or billing via paper at time of initial billing.
• Monitors billing requirements pursuant to contracts with third party payers or government programs.
• Answer insurance/billing questions from branch staff and help educate.
• Review information from electronic medical records in patient account (IE: auth, benefit verification, orders, accounts receivable, etc.) to ensure preparation and submission of clean claims.
• Perform routine revenue review of claims billed within the current month.
• Answering incoming calls and triage if necessary.
• Create claim batches and process them via electronic submission.
• Manually process any claims that are not eligible for electronic billing.
• Identify any claims that need attention, make corrections, and resubmit.
• Ensure coding to the highest level of specificity and for maximum reimbursement by third party payers.
• Daily review and follow up of unbilled delivery tickets in billing review and ready to bill queues.
• Accurately notate patient accounts to reflect all actions made including marginal, split claim notes, missing COGS, etc.
• Coordinates with the pharmacy team daily to ensure any PBM issues are addressed and resolved, accepted into revenue and billed timely.
• Effectively utilize time and resources to meet performance goals.
• Provides exceptional Customer service to internal and external customers.
• Ensures compliance with federal, state, and local governments, third party contracts, and company policies.
• Clearly communicate any billing related issues to all appropriate parties including: Intake, collections, RBL, and manager.
• Monitoring the unbilled-pending invoices queues and communicate to the branch on missing or needed documents or information.
• Maintain current knowledge of departmental and organizational policies.

Director

• Lead and elevate our IT department's data initiatives
• Drive the strategic use of data to achieve organization goals and enhance business performance within the healthcare sector
• Develop, recommend, and implement comprehensive data strategies that leverage advanced analytics and intelligent data management practices while ensuring compliance with healthcare regulations
• Formulate and execute a robust data strategy that aligns with the company's overall business objectives and healthcare industry standards
• Establish and enforce data governance policies to ensure data integrity, security, and compliance with healthcare regulations
• Implement robust data security measures to protect sensitive healthcare information
• Lead initiatives to expand the use of advanced analytics and BI tools
• Lead the design and implementation of scalable data architecture and infrastructure tailored to healthcare applications
• Build and manage a high-performing data team, fostering a culture of continuous learning and innovation
• Collaborate with other senior leaders to integrate data-driven approaches into all aspects of the healthcare business
• Manage relationships with external vendors and partners to ensure the best solutions and services are being utilized

Senior Director, Data Management, Strategy

Client Services Representative

• Maintain relationships with assigned payer organization personnel in a customer service capacity
• Support Soleo Health’s contracted clients as assigned
• Communicate effectively with payers via email, phone, letter, or portal
• Collaborate with the assigned Payor Director or Senior Director
• Serve as Manager between payers and Soleo departments
• Manage daily communications with designated health plans
• Handle direct referral processes and respond to case managers within required timeframes
• Follow up on payer initiatives and program requirements
• Use Soleo software to review account notes and pricing
• Send updated logs as required by payers
• Act as primary contact for assigned payer initiatives
• Support contract implementation and ensure compliance
• Prepare and submit client reports by due dates
• Complete ad hoc reports and projects as requested
• Assist with reimbursement projects and address client billing inquiries
• Adhere to Soleo Health policies, procedures, and standards of conduct
• Attend mandatory annual training courses
• Report known or suspected violations of policies or standards
• Perform other related duties as assigned

Client Support Manager

• Generates billing statements for patients with balances remaining after all third party payments are received
• Works in tandem with the branches to identify exceptions or special circumstances related to the patient’s outstanding balance
• Communicates with patients regarding overdue balances, payment arrangements, and other billing concerns or inquiries
• Establishes and documents payment arrangements for patients with outstanding balances and monitors adherence to agreed upon collection schedules
• Manages the Patient Accounts Receivable including balances for copay/deductibles, Soleo Financial Assistance, and self-pay patients
• Performs necessary adjustments to invoice balances after all collection efforts have been exhausted
• Prepares patient refunds, as necessary
• Identifies and transfers delinquent patient accounts to the Company’s collection agency
• Creates and develops procedures for the efficient management of the Patient Accounts Receivable
• Develops strategies and new techniques to reduce bad debt losses, including recommended changes to billing and collection practices
• Manage the Mfg Co Pay A/R for prompt collections
• Manage the Soleo Financial Assistance Program, review incoming applications for final approval or denial and maintain the SAP Master Log
• Work with the Procurement Department to identify lost/missing DME and track the products though the collections process
• Ensures compliance with federal, state, and local governments, third party contracts, company policy, and general accounting practices
• Completes all necessary managerial tasks for direct reports including hiring, training, addressing performance issues, developing team goals and objectives, performance reviews, conflict resolution, and strategic planning
• Other duties as requested