TailorMed

Financial Planning and Analysis

• Be the face of TailorMed to our customers and patients
• Live, demonstrate and grow our company values
• Conduct virtual consultations with patients and gather information to support applications using judgment and discretion to determine the most appropriate resources and support programs for each case
• Complete applications on patients’ behalf and track status until a determination is made, maintaining communication with the patient, recognizing that these interactions directly impact patient satisfaction and the financial health of our customers
• Collaborate with providers to ensure the smooth running of the service, proactively identifying workflow improvements that can increase efficiency and reduce delays in care
• Escalate issues internally and with the client if needed, to ensure swift resolution
• Act as a super-user for the TailorMed platform, identifying enhancements to improve user experience and patient outcomes and contributing to feedback that may shape future product development and influence operational practices
• Maintain confidentiality and HIPAA compliance
• Meet productivity and quality standards, understanding that performance in this role directly supports customer retention and revenue generation
• Lead with compassion and act with confidence

Financial Navigator

Product Manager

• Develop the life sciences sponsored B2B and B2B2C user experience in TailorMed’s product offerings.
• Focusing on creating the optimal user journey and user experience that will lead to maximizing the product’s adoption and successful user journey.
• Oversee the end-to-end product development lifecycle, from development to product launch and post-launch monitoring and optimization.
• Work closely with engineering teams, deliver PRDs, ensure timely and high-quality delivery of product features, and prioritize resources and mitigating risks to meet project milestones and customer expectations.
• Foster a culture of high standards, growth, and accountability within the team, promoting a shared vision and collective ownership of product and business outcomes.
• Define and prioritize the product roadmap, balancing short-term deliverables and client commitments with long-term strategic initiatives to drive sustainable growth and competitive advantage.
• Collaborate closely with cross-functional teams, including sales, marketing, customer success, and operations, to align product initiatives with business goals and drive successful product delivery.

Senior Product Manager

Customer Success Manager

• Become a trusted advisor to customers, key stakeholders, and executive sponsors
• Collaborate with TailorMed’s commercial team to identify growth opportunities, supporting account renewals and expansions
• Define, measure, and communicate ROI for our customers, throughout the customer lifecycle
• Conduct QBRs and EBRs on a regular basis, and accurately reflect to customers their means to success while calling out any red flags
• Be the product expert, advising customers on use cases and product functionality
• Simplify and project manage any customer issues to ensure clarity and progress towards both short- and long-term solutions
• Coordinate various cross-functional teams at TailorMed and throughout the ecosystem, to ensure customers get what they need to connect their applications, data, and devices, and receive an excellent and consistent customer experience, all the time, every time
• Represent the voice of the customer to our Product and R&D teams to help them innovate new features and improvements
• Keep current on new product releases and continuously educate your customers on how new features can benefit their business

Customer Success Manager – Specialty Pharmacy

Project Manager

• Own client onboarding projects, including scheduling meetings, and aligning internal and external stakeholders to a complex delivery process.
• Develop deep familiarity with internal processes, including product development, R&D releases, and implementation.
• Scope and plan complex projects for successful execution.
• Proactively anticipate risks and challenges related to on-time delivery and mitigate/align with stakeholders internally and externally.
• Manage 6-10 projects simultaneously.
• Create comprehensive weekly status reports and communication plans to executive sponsors and internal/external project teams.
• Create and lead customer kickoff presentations.

• Serve as advocate and primary point of contact for a portfolio of accounts
• Guide clients through the entire customer journey—from onboarding to ongoing support
• Drive adoption of TailorMed’s software and promote new features and best practices
• Help customers connect their applications, data, and devices to achieve measurable outcomes
• Resolve customer issues and simplify/project manage progress toward short- and long-term solutions
• Collaborate with Product and R&D teams and represent the voice of the customer
• Become a trusted advisor to customers, key stakeholders, and executive sponsors
• Collaborate with commercial team to identify growth opportunities and support renewals and expansions
• Define, measure, and communicate ROI for customers throughout the customer lifecycle
• Conduct QBRs and EBRs and surface red flags and success metrics
• Coordinate cross-functional teams to ensure customers receive an excellent and consistent experience
• Keep current on new product releases and continuously educate customers on new features

Administrative Assistant

• Support CEO with complex calendar, travel, meeting logistics, and confidential communications
• Coordinate board meetings, investor calls, executive offsites, and follow up on action items
• Provide personal assistance to CEO as needed
• Manage NY office operations including facilities, supplies, vendors, visitors, deposits, onboarding/offboarding, and service provider relationships
• Support HR with team events and internal celebrations

Financial Navigator

Senior Product Manager

Customer Success Manager – Specialty Pharmacy

Project Manager

Customer Success Manager

Executive Assistant / Office Manager