Vasion

Account Executive

• - Develop and execute a sales strategy to grow Vasion's presence in our SMB Healthcare business customer base.
• - Identify and pursue opportunities to establish relationships with new customers.
• - Manage and grow existing customer accounts, building and maintaining strong relationships with decision-makers.
• - Achieve and exceed challenging sales targets and quotas, consistently driving revenue growth.
• - Demonstrate Vasion's platform to prospective customers and provide consultative support to drive adoption.
• - Work closely with Vasion's implementation and support teams to ensure successful onboarding and adoption of the company’s platforms.
• - Maintain accurate and up-to-date records of all sales activities and customer interactions in Vasion's CRM system.
• - Continuously improve your knowledge of your assigned industry, customer base, and Vasion's platform in order to position yourself as a trusted advisor and industry expert.
• - Maintain accurate sales forecast, verbal and written articulation of weekly, monthly, and quarterly pipeline forecasts.

Account Executive – SMB Healthcare

Customer Success Manager

• Own the administration, configuration, and optimization of our CS platform.
• Evaluate, implement, and integrate new tools that improve team productivity and customer visibility
• Serve as the internal subject-matter expert for CS technology, providing training and support to the broader team
• Partner with Business Operations to ensure clean data flows across the CRM and CS tech stack
• Collaborate with the Business Intelligence team to build and maintain dashboards and reports that surface key CS metrics — NRR, health scores, engagement trends, and more
• Translate data into actionable insights for CS leadership to inform strategy and resource allocation
• Establish a consistent data governance framework to ensure accuracy and reliability across CS reporting
• Conduct ad hoc analyses to investigate churn drivers, expansion patterns, and customer behavior
• Collaboration with GTM Compensation team on plan design and execution
• Design, document, and iterate on scalable onboarding programs and customer journey playbooks
• Collaborate with CS Managers to identify gaps in the customer experience and build operational solutions
• Develop and maintain a CS playbook library covering key moments: onboarding, QBRs, escalations, expansions, and renewals
• Partner with Enablement or L&D to ensure playbooks are adopted and consistently executed by the team
• Internal enablement and best practices
• Build and maintain a renewals forecasting model that gives leadership clear visibility into upcoming renewals and risk
• Develop early-warning systems using health score data, usage signals, and engagement trends to flag at-risk accounts
• Support the renewals process operationally — tracking renewal timelines, coordinating with Finance and Legal as needed, and ensuring no renewal falls through the cracks
• Produce regular churn analysis reports to identify systemic risk factors and inform proactive retention strategies

Customer Success Operations Manager

Pricing Analyst

• Own the execution of Vasion's foundational pricing and packaging strategy, partnering with an external pricing consultancy to develop a model that reflects our product portfolio, customer segments, and growth objectives
• Serve as the internal lead and primary point of continuity for the consulting engagement, providing business context, validating assumptions, pressure-testing recommendations, and ensuring outputs are actionable and adoptable internally
• Translate consulting outputs into internal frameworks, sales tools, and governance policies the business can operationalize post-engagement
• Ensure the strategy developed is durable and internally owned, not consultant-dependent, by building capability and documentation alongside it
• Lead pricing transition programs as Vasion moves customers from legacy models to modern SaaS and AI-enhanced offerings, managing change in a way that minimizes churn and maximizes perceived value
• Design customer-facing communication strategies for price changes or model migrations with care for retention and long-term relationship health
• Own and evolve Vasion's pricing and packaging strategy across our product portfolio, from initial engagement through ongoing refinement
• Evaluate monetization models, including subscription, tiered, value-based, consumption-based, and AI-native pricing and recommend the right approach based on customer segments, product value, and market dynamics
• Develop pricing frameworks for AI-powered features and products, including consumption and outcome-based models, with a clear understanding of underlying inference cost structures and how to translate them into margin-aware, customer-friendly pricing
• Help customers and the field articulate the ROI of AI capabilities, quantifying time savings, automation value, and decision quality improvements in ways that hold up in a sales conversation
• Translate product and market insights into clear, actionable pricing recommendations for executive leadership
• Build a continuous competitive pricing intelligence practice to keep Vasion sharp in the market, with particular attention to fast-moving AI competitor pricing dynamics
• Monitor industry trends, customer buying behavior, and competitor moves, including AI add-on strategies, copilot pricing models, and embedded vs. standalone AI pricing to inform strategic decisions
• Conduct ongoing research and analyze historical pricing data, win/loss trends, and customer behavior to surface proactive recommendations
• Work closely with Product Management, Sales, Marketing, and Finance to ensure pricing decisions align with overall business goals and commercial execution
• Build pricing playbooks for the field including floor prices, negotiation guardrails, discount authority frameworks, and competitive response tools that empower sales without eroding margin
• Design pricing that supports land-and-expand motions, leveraging AI adoption and product expansion as drivers of revenue growth beyond the initial sale
• Help sales teams articulate and defend value in competitive deals, particularly for new capabilities where buyer skepticism is high
• Establish the pricing tools, processes, and policies that will scale with the business
• Define KPIs for pricing performance and deliver regular reporting to leadership
• Create functional strategies and specific objectives, and develop budgets, policies, and procedures to support the pricing function's infrastructure

Senior Pricing Manager

• Develop and execute a sales strategy to grow Vasion's presence in our SLED customer base and be their main point of contact for all inquiries and support needs.
• Identify and pursue opportunities to establish relationships with new customers, including prospecting and attending SLED tradeshows as needed.
• Manage and grow existing customer accounts, building and maintaining strong relationships with decision-makers.
• Develop a deep understanding of each client's goals, needs, and pain points to effectively identify and propose solutions that align with their objectives.
• Achieve and exceed challenging sales targets and quotas, consistently driving revenue growth.
• Demonstrate Vasion's platform to prospective customers and provide consultative support to drive adoption.
• Work closely with Vasion's implementation and support teams to ensure successful onboarding and adoption of the company’s platforms.
• Utilize CRM systems to track and manage sales activities, maintain accurate customer records, and report territory progress to management regularly.
• Continuously improve your knowledge of your assigned industry, customer base, and Vasion's platform in order to position yourself as a trusted advisor and industry expert.
• Create strategic plans for ongoing relationship management of assigned accounts.
• Collaborate with Customer Success Management, Product Management, Product Support, and Marketing teams to ensure a world-class customer experience.
• Create quotes and manage the procurement process for customer expansion.
• Maintain accurate sales forecast, verbal and written articulation of weekly, monthly, and quarterly pipeline forecasts.

Account Executive – SLED

• Develop and execute a sales strategy to grow Vasion's presence in our commercial business customer base.
• Identify and pursue opportunities to establish relationships with new customers.
• Manage and grow existing customer accounts, building and maintaining strong relationships with decision-makers.
• Achieve and exceed challenging sales targets and quotas, consistently driving revenue growth.
• Demonstrate Vasion's platform to prospective customers and provide consultative support to drive adoption.
• Work closely with Vasion's implementation and support teams to ensure successful onboarding and adoption of the company’s platforms.
• Maintain accurate and up-to-date records of all sales activities and customer interactions in Vasion's CRM system.
• Continuously improve your knowledge of your assigned industry, customer base, and Vasion's platform in order to position yourself as a trusted advisor and industry expert.
• Maintain accurate sales forecast, verbal and written articulation of weekly, monthly, and quarterly pipeline forecasts.

Account Executive – Commercial

Recruitment

• The recruiting contractor will be responsible to deliver full cycle recruiting.
• This position will collaborate with Talent Acquisition, HRBPs, and hiring managers to enhance the caliber of candidates and to ensure we are hiring the best talent.

Contract Sales Recruiter – Temporary

Sales

• - Define and execute comprehensive partnering strategies and joint business plans that align with Vasion's sales goals, maximize partner potential, and deliver measurable business results
• - Assess and negotiate the most effective way to collaborate with each partner, adapting to their unique business model and operating style to drive Vasion's growth
• - Collaborate with the Vasion field sales team to develop coordinated go-to-market and pipeline strategies that drive new/add/upsell partner ARR and customer acquisition
• - Conduct regular partner visits, joint business reviews, and enablement sessions to deepen relationships and increase adoption
• - Maintain frequent and regular contact with partners at both Sr. Management level and the individual partner rep level to maintain top-of-mind awareness
• - Lead joint business planning sessions, QBRs, and executive reviews, driving sales & marketing initiatives that accelerate ARR growth and deliver accountability through documented action plans and timely follow-ups
• - Promote and effectively implement partner-specific promotions & initiatives that drive incremental customers and growth of the partner
• - Regularly analyze partner performance and key performance indicators to identify trends, adjust priorities, and maximize growth potential
• - Generate, manage and close partner-sourced and fulfilled opportunities through proactive and consistent partner outbounding strategies
• - Own quarterly and annual partner ARR targets, ensuring disciplined forecasting, funnel management, and accurate performance reporting
• - Participate in weekly internal alignment meetings to represent partner performance and pipeline activity
• - Ensure regular external cadence with partners to manage growth targets, progress on key sales, marketing, and enablement initiatives agreed in joint business plans
• - Work closely with Partner Marketing to manage MDF allocations and co-marketing initiatives to achieve measurable ROI
• - Manage contractual agreements with partners, ensuring compliance with Vasion's requirements
• - Drive adoption of partner enablement programs including sales and technical training, certifications, onboarding, incentives, promotions, and MDF programs
• - Lead educational sales sessions that equip VAR partners to position and sell Vasion's SaaS portfolio effectively using key differentiators and sales tools
• - Ensure VAR partner success by evaluating, providing, and supporting appropriate partner technical and product training and certification
• - Proactively address partner execution challenges and elevate success through readiness measurement and certification tracking
• - Represents the voice of the partner team in cross-functional teams, ensuring partner perspectives inform business decisions
• - Collaborates across sales, marketing, services, and product teams to integrate partner strategies into GTM initiatives and inform inputs to the VAR Portal roadmap
• - Stay current on industry trends, competitive dynamics, and modern channel best practices
• - Maintain up-to-date knowledge on regional trends regarding buying habits, technology, competitors, compliance and governance drivers, and regional evolution
• - Pursue continuous learning in sales methodology, Vasion product knowledge, leadership, and personal growth to enhance performance and influence

Partner Sales Manager – Target Resellers

Technical Writer

• Work alongside senior technical writers and product managers to drive documentation planning as part of the go-to-market (GTM) process
• Collaborate with Support, Support Engineers, and Technical Services teams to identify documentation gaps, validate accuracy, and ensure content meets customer needs
• Produce high-quality admin-level end user documentation that keeps pace with ongoing continuous (SaaS) delivery of new features and release notes
• Perform topic-based authoring and single-source publishing using the firm’s content management system (CMS)
• Apply structured authoring principles using concept, task, and reference topic types to create consistent, user-focused documentation
• Apply metadata tags to all documentation topics to support content organization, findability, and long-term information architecture goals
• Work with product managers and developers to create customer-facing release notes
• Employ in-software help and notification features (e.g., Intercom) to deliver contextual assistance and promote new features
• Review past documentation for accuracy and content and work with subject matter experts (SME) and senior technical writers to update content
• Contribute to and follow Vasion’s evolving design and style guides, especially aspects that cover technical/feature terminology
• Assist with other external-facing technical writing and editing projects as needed

Events

• Execute event logistics from start to finish for all North American tradeshows, conferences, and ancillary events (both in-person and virtual)
• Manage the annual field events calendar and serve as the central point of contact for all event-related activities
• Collaborate with the Growth Marketing team to align on event strategy, goals, and success metrics
• Coordinate all event logistics, including venue selection, booth booking, registration, shipping, travel arrangements, booth negotiations, on-site staffing, and more
• Partner with cross-functional teams, including Design, Sales, BDRs, Marketing Operations, and Vendors, to ensure seamless event execution
• Manage event budgets, track expenses, and provide regular budget reports to stakeholders
• Coordinate pre-event and post-event communications, promotional materials, and lead capture processes with stakeholders
• Manage on-site event staff, ensuring all team members are prepared and aligned on their responsibilities
• Track key event metrics and create reporting to measure business impact, including lead generation, pipeline influence, and ROI
• Maintain organized event documentation, timelines, and vendor relationships for continuous improvement
• Perform other duties as assigned.

Field Events Manager

Business Analyst

• Requirement Gathering: Collaborate with Sales stakeholders to gather and analyze business requirements, ensuring that solutions align with business objectives.
• Sales Tools:
• - Manage the sales technology stack (lead routing, data enrichment, email sequencing, dialers, call recording, video capture, note management, etc.) on a day-to-day basis and develop and execute the overall strategy, identifying technology gaps, evaluating vendors and optimizing every tool for maximum sales productivity.
• - Ensure sales teams have the necessary tools and technologies to perform day-to-day processes effectively.
• - Automate tool processes to deliver timely information to various stakeholders and ensure data accuracy.
• Salesforce Configuration: Work closely with Salesforce team and administrators to design and implement Salesforce solutions, including configuration, customization, and automation of workflows.
• - Stay updated on Salesforce releases, best practices, and emerging technologies to recommend and implement improvements.
• Process Improvement: Identify opportunities to enhance business processes and integrations within our tools.
• - Analyze current business processes and workflows, identifying areas for improvement and optimization.
• - Contribute to the development of Salesforce governance and best practices within the organization
• Reports and Dashboards: Design, develop, and maintain Salesforce reports and dashboards to provide actionable insights and support data-driven decision-making.
• Project Management: Manage end-to-end projects, from initial scoping and requirements gathering to execution, testing, and deployment. Ensure that projects are delivered on time, within scope, and within budget.
• Testing and Validation: Conduct system testing, user acceptance testing (UAT), and coordinate with end users to validate that the solutions meet the business requirements.
• Documentation: Create and maintain detailed documentation, including operational and data process flows, requirements, test cases, and user guides.
• Training and Support: Provide training and support to end users, ensuring they understand how to effectively use tools and features.
• Other: Perform other related duties as assigned