Weave

Business Operations

• Own the product strategy, roadmap, and delivery for a suite of revenue‑generating systems aligned to company OKRs.
• Evaluate and recommend new technologies; optimize existing platforms against strategic objectives.
• Running SDLC process via Jira to ensure proper exploration and delivery of each software product and transformation.
• Strong Agile background and experience taking business user stories and translating them into acceptance criteria.
• Ensure seamless integration across Salesforce (Marketing & Sales Cloud), Vitally, call center, AI, and CPQ tools to enable efficient customer workflows and inputs.
• Champion user experience for both internal and customer‑facing touchpoints; clarify stakeholder roles using RACI.
• Define and prioritize requirements with Marketing, Sales, Onboarding, Customer Success, Strategic Partnerships, and external partners.
• Partner with Business Intelligence on revenue data strategies (customers, vendors, dimensional data tables).
• Bridge business needs and technical execution, translating complex requirements into actionable delivery plans.
• Lead implementations, enhancements, and integrations; govern testing, enablement, and post‑launch support.
• Continuously improve processes through automation and workflow optimization to increase revenue team productivity.
• Ensure compliance with internal controls and regulatory standards (e.g., SOX, GAAP/ASC 606); champion audit readiness.

Lead Business Systems Product Manager – Revenue Generation

Systems Engineer

• Help translate our Business requirements into Product requirements for our business systems team.
• Execute Transformation needs/SDLC process via Jira to optimize productivity and focus for our business systems team.
• Shape our systems roadmap with the team to translate transformations into outcomes the business leaders can rally behind and prioritize off of both the value and effort we would have to put into it.
• Partner with our data analytics to validate that our gap analysis and ROI analysis correlate with our desired outcomes.
• Help coordinate and schedule Stakeholders and Product Managers for the needed meetings and tasks in order for them to fulfill the role responsibilities determined within our RACI documentation
• Collaborate with the Business Systems Product Team to standardize and mature our own processes in order to increase productivity and integrity across all our projects.

Business Systems Analyst

Customer Success Manager

• Review, improve, and execute the customer success vision for enterprise accounts, aligned with company growth goals.
• Own and optimize the customer journey post onboarding (adoption → renewal → expansion→ advocacy).
• Develop playbooks, processes, and KPIs to drive retention, Net Revenue Retention (NRR), and customer health.
• Create proactive playbooks and motions to reduce churn and increase opportunities for expansion and advocacy.
• Build, lead, and mentor a high-performing Customer Success Management (CSM) team.
• Develop training, enablement, and career growth programs for CSMs.
• Create a culture of customer-first thinking, accountability, and proactive engagement.
• Provide a comprehensive, 360-degree view into customers' experience with Weave’s products and services to the rest of the business
• Partner cross-functionally with Sales, Product, and Support to deliver seamless customer experiences.
• Ensure customer escalations are properly handled with root cause analysis and prevention plans created as a result of escalations
• Define and oversee lifecycle processes/touch points and customer health scoring

Director of Enterprise Customer Success

• Provide tailored education to customers, including training sessions and best practice consulting for feature adoption.
• Monitor customer usage patterns and engagement metrics to identify areas for optimization and needed support.
• Collect and document customer feedback, including feature requests, areas for improvement, and overall satisfaction.
• Use Vitally to create custom customer outreach campaigns and account reviews for a book of business, ensuring personalized and proactive customer engagement.
• Advocate for customer needs and feedback within cross-functional teams to drive customer-centric initiatives.
• Champion customer success and satisfaction by actively contributing to product development and customer experience efforts.

Customer Success Manager – Adoption

Product Manager

• The Director of Product, Practice Revenue will have direct PM reports and lead out on owning and transforming the revenue experience for healthcare practices.
• Define the vision, strategy, and roadmap for Weave's healthcare revenue cycle management and payments product suite, ensuring alignment with overall company goals and market needs.
• Lead the development of innovative solutions that optimize patient payment experiences, improve claims processing efficiency, reduce denial rates, and accelerate cash flow for healthcare practices.
• Build out scalable and secure infrastructure that supports robust RCM and payment processing, ensuring compliance with healthcare industry standards and regulations (e.g., HIPAA, PCI DSS).
• Conduct regular customer research sessions with healthcare providers, billing managers, and practice administrators for discovery, solution assessment, prototype testing, and general feedback on RCM and payment workflows.
• Collaborate closely with Sales, CSMs, Finance, Marketing, and Training teams to deliver best-in-class experiences that address the specific financial challenges of healthcare customers.
• Define measurable outcomes related to RCM efficiency (e.g., days in AR, collection rates, denial reduction) and maintain focus on those outcomes throughout the execution of the roadmap.
• Own the quality and testing of each product and feature your team releases, with a strong emphasis on accuracy, security, and compliance in financial transactions.
• Work closely with the Head of Product and cross-functional teams across India and US time zones; dive deep into technical details with engineering teams.

Director of Product Management

Marketing

• Evaluate existing TrueLark email journeys to identify gaps and recommend additional strategic touch points.
• Partner with stakeholders across TrueLark to conceptualize and implement email campaigns that drive results and elevate the customer experience.
• Monitor, analyze and own key performance metrics related to revenue generation and product adoption.
• Manage the end-to-end email production process, including copywriting, editing, creative asset coordination, HTML proofing and campaign execution.
• Optimize email programs continuously, through A/B testing and other methods, to improve performance and ensure alignment with branding standards.
• Maintain comprehensive documentation of email journeys to enhance internal visibility and cross-functional alignment.
• Report to Senior Manager, Lifecycle Marketing and collaborate cross-functionally.

Lifecycle Marketing Manager

SEO Marketing

• Conduct comprehensive keyword research to identify opportunities that align with Weave’s business objectives and content strategy.
• Optimize on-page and off-page SEO, including meta tags, headers, copy, and URL structures, to drive improved search rankings.
• Collaborate with content creators and subject matter experts (SMEs) to develop and optimize high-quality content that aligns with SEO best practices and resonates with B2B software audiences.
• Perform regular technical SEO audits to ensure Weave and TrueLark’s websites meet search engine standards, including speed optimization, site crawlability, and indexability.
• Monitor and analyze SEO performance metrics, using insights to refine strategies and drive continuous improvement.
• Stay up to date with the latest SEO trends, algorithm changes, and industry best practices.
• Support the Marketing team in maximizing campaigns for additional organic success by identifying opportunities to integrate SEO strategies into broader marketing initiatives.
• Assist in creating and maintaining SEO-related reporting dashboards.
• Assist in the fulfillment of search optimization for other search algorithms (YouTube, Pinterest).
• Report to SEO Manager.

SEO Specialist

Account Executive

• Work to expand our existing customer base and extract value from assigned leads
• Manage the entire sales cycle from calling an assigned lead to closing that deal
• Develop new accounts and maintain/extend existing accounts within the Account Executive’s pipeline
• Responsible for daily and monthly metrics, pipeline organization, and task completion
• Prospect into signed customers’ pipelines for expansion opportunities and ask for referrals
• Maximize each sales opportunity through attachment of additional Weave features/products
• Use Salesforce to maintain detailed records and reports; work through Salesforce tasks daily
• Negotiate agreements and keep organized, detailed records of sales and data
• Establish methods to articulate and sell all Weave products & services
• Participate in regular company and office meetings to share AE progress; report to Upsells Outbound Director of Sales

Account Executive, Outbound Upsell

Product Marketing

• Lead the strategy, positioning, and go-to-market execution for Weave’s product portfolio, including the core platform and agentic AI solution TrueLark
• Connect customer insights with product innovation to ensure solutions are differentiated, well-understood, and adopted by SMB healthcare providers
• Partner closely with Product, Sales, Customer Success, Enablement, and Design to define product narratives and drive competitive positioning
• Develop and execute launch strategies for new products, features, and enhancements, ensuring cross-functional alignment
• Conduct ongoing market research and competitive intelligence to inform product roadmap and marketing strategies
• Build and deliver sales enablement assets, training, and tools to empower Sales and Partner teams
• Represent Go-to-Market teams on voice of the customer initiatives and translate feedback into product narratives
• Act as the bridge between Product Management and Go-to-Market teams to ensure consistent messaging and seamless execution
• Lead and mentor a team of product marketers, fostering collaboration, creativity, and data-driven decision making
• Report to Sr. Director, Content and Communications

Director of Product Marketing

Manager

• Manage, lead, and develop a high-performing team of business intelligence analysts.
• Own and elevate day-to-day analytics operations including sprint planning, retros, business health reviews, prioritization, and self-service analytics.
• Lead strategic analytics projects: define scope, deliverables, timelines, and outcomes while partnering with analysts and data partners to drive completion.
• Serve as a trusted thought partner to leaders across Sales, Customer Experience, Customer Success, Product, and other business units.
• Oversee quality analysis and create compelling visualizations and narratives to communicate key insights and recommendations.
• Define, execute, and communicate the analytics strategy and roadmap aligned with company goals; identify key business questions.
• Champion analytics innovation by staying current with analytics and AI trends and adopting new tools and methodologies to improve capabilities and efficiency.

Manager, Business Analytics and Insights

• Serve as the primary point of contact for a portfolio of Mid-Market accounts, building deep, long-term relationships with key decision-makers and influencers
• Proactively engage with clients to ensure they achieve their business objectives, tailoring Weave’s solutions to meet their needs and demonstrating measurable value
• Develop and execute account plans, set success metrics, identify growth opportunities, and lead regular business reviews
• Identify upsell and cross-sell opportunities to expand account revenue and increase product adoption
• Work closely with Sales, Product, Marketing, and Engineering to ensure seamless communication and support for client needs
• Drive retention by proactively identifying risks, addressing concerns, and advocating for clients internally
• Oversee onboarding and implementation for net-new Mid-Market accounts and lead client success projects
• Track key customer health indicators (usage trends, NPS, adoption metrics) and provide regular reports to clients and internal stakeholders
• Lead thought leadership efforts: stay informed on industry trends and share best practices
• Reports to: Mid Market CSM Team Lead
• Some travel required (2-6 days per quarter)

Mid-Market Customer Success Manager

Accountant

• Take ownership of assigned areas related to accurate and timely recording of revenue transactions in compliance with ASC 606 and other relevant accounting standards
• Prepare and review journal entries, reconciliations, and financial statement disclosures as part of the close process
• Perform and document internal controls over the order-to-cash cycle, ensuring data accuracy and completeness for Sarbanes-Oxley compliance
• Work with external auditors to ensure accurate and timely financial reporting
• Collaborate closely with Sales, FP&A, Legal, and IT to provide reports and account for revenue transactions and contracts
• Prepare revenue reports and analyses for financial statement disclosures
• Support ad hoc projects including mergers and acquisitions, system implementations, and process improvements
• Drive process and system improvements and provide guidance and support to team members
• Report to Senior Manager of Revenue Accounting and operate hybrid based out of Lehi, UT HQ

Senior Revenue Accountant

Project Manager

• Develop and manage relationships with customers throughout the implementation process.
• Manage a portfolio of customers in various stages of implementation.
• Act as the project manager/point contact for each customer.
• Keep the customer informed throughout the process and set clear expectations.
• Teach and train customers how to maximize the value of the Weave platform.
• Provide a five-star customer experience with each customer.
• Triage, troubleshoot and prioritize issues as they arise during implementation.
• Coordinate with adjacent teams on all tasks related to onboarding.
• Utilize reports and data from various systems to help guide decision-making and manage your portfolio of customers.

Onboarding Project Manager – Enterprise

Analyst

• Review and analyze port rejections assigned daily, identifying specific rejection reasons and resolution paths
• Assess port rejections and interpret rejection reason to determine appropriate next steps
• Coordinate with customer offices, carriers, and internal teams to gather missing information or documentation
• Accurately document actions taken, communications made, and resolution steps; ensure records are updated
• Proactively communicate with internal teams to minimize delays and ensure smooth porting experiences
• Flag recurring issues or process gaps to help reduce porting rejections
• Adhere to carrier requirements, company policies, and regulatory guidelines when handling rejections
• Maintain high attention to detail to prevent repeated rejections and ensure first-pass success
• Provide feedback on common rejection trends and collaborate with team members to share best practices
• Report to Porting Team Lead and work within the Onboarding team

Porting Analyst – Rejections

Sales Development Rep

• Act as liaison between Payments and Sales to motivate non-activated and unattached customers to start using Weave Payments.
• Drive top-of-funnel demo scheduling by cold calling, emailing, and using CRM tools to schedule high-quality demos for Payments Sales and Success teams.
• Execute proactive outreach to non-activated Payments customers and underutilized accounts; participate in special projects and targeted campaigns to reignite interest.
• Partner with Customer Success and Support teams to retain at-risk, churning, or halted Payments customers by identifying upsell or re-engagement opportunities.
• Maintain an intense focus on activating Payments customers across the full customer journey and accelerating revenue within billing workflows.
• Collaborate closely with Payment Success Account Management, Activation Specialists, Sales, and Product teams; report to Manager of Payment Success.
• Perform cold calling as a key daily activity and participate in urgent reactive special projects.

Payments Success Specialist – SDR

Onboarding Specialist

• Configure new and existing TrueLark accounts based on business type and client-specific needs
• Generate login credentials and provide clear instructions for API access based on the client’s booking platform
• Input and manage API credentials to enable account integrations
• Tailor account settings to meet individual business location requirements
• Conduct user acceptance testing and perform final functionality checks before transitioning accounts to the customer-facing team
• Coordinate with internal teams to ensure timely transitions and a seamless go-live process
• Collaborate closely with customer-facing Onboarding Specialists and Engineering; reports to the Porting Team Lead
• Support implementation of TrueLark for brick-and-mortar, appointment-based businesses

Customer Onboarding Assistant

Customer Support

• Serve as the first point of contact for TrueLark customers after onboarding
• Establish clear communication paths with clients and ensure issues are resolved
• Escalate unresolved issues and ensure follow-up until resolution
• Maintain accurate records of customer interactions in HubSpot
• Log issues and feedback to build and maintain a knowledge base
• Track recurring problems and flag them for Product or Engineering teams
• Stay up to date with product features, updates, and best practices
• Guide customers in using the product effectively and educate on self-troubleshooting
• Work closely with cross-functional teams to troubleshoot and resolve problems
• Contribute to process documentation and knowledge-sharing to support product improvement
• Report to Tapan Patel and Shilpa Haricharan; occasional travel to Bangalore office

Customer Support Assistant

• Be the first point of contact for customers after onboarding, ensuring questions are answered and issues resolved
• Establish clear communication paths with clients and ensure issues are resolved
• Escalate unresolved issues and ensure follow-up until resolution
• Maintain accurate records of customer interactions in HubSpot
• Log issues and feedback to build a knowledge base
• Track recurring problems and flag them for Product or Engineering teams
• Stay up to date with product features, updates, and best practices
• Guide customers in using the product effectively and educate on self-troubleshooting, FAQs, and resources
• Collaborate with cross-functional teams to troubleshoot problems and provide product guidance
• Report to Tapan Patel and Shilpa Haricharan
• Contribute to process documentation and knowledge-sharing to support product improvements

Customer Support Specialist

Executive Assistant

• Provide high-level administrative support to the Revenue Executive, ensuring efficient operations and seamless coordination of priorities
• Manage complex calendars, email correspondence, and travel arrangements
• Coordinate internal and external meetings, agendas, meeting logistics (space, catering), and prioritize meeting invites
• Anticipate schedule conflicts and prioritize multiple projects and competing demands
• Plan and execute department events, company/holiday parties, swag, onsite company meetings and quarterly business reviews
• Prepare and manage several monthly expense reports and coordinate travel
• Serve as a key point of contact between executives and internal/external stakeholders; safeguard confidentiality
• Work in tandem with other executive assistants; reports to Chief People Officer

Executive Assistant, Temporary

• Manage the general ledger and ensure accurate and timely month-end, quarter-end, and year-end close processes
• Assist in the preparation of SEC filings, including 10-K, 10-Q, and other required reports
• Oversee the reconciliation of balance sheet and income statement accounts and ensure accuracy of financial data
• Support internal and external audits by providing necessary documentation and explanations
• Assist in the development and implementation of accounting policies, procedures, and internal controls
• Mentor and provide guidance to junior accounting staff
• Report to Accounting Manager and work hybrid based out of Lehi, UT HQ

Senior Accountant

Social Media Manager

• Implement and maintain a 30–60-day rolling editorial calendar in Asana
• Publish daily content across Instagram, Facebook, TikTok, YouTube, and LinkedIn
• Ensure execution aligns with company initiatives (product launches, The Happy Practice magazine, podcasts, Weave Events)
• Incorporate creative campaigns and pre-approved brand messaging into daily social content
• Track performance metrics: reach, engagement, follower growth, and channel-specific KPIs
• Report on monthly and quarterly performance; highlight key wins and areas for improvement
• Apply analytics insights to refine content scheduling and post formats
• Identify high-performing posts for boosting and recommend paid support monthly
• Partner with influencer, ambassador, KOL, and affiliate teams to share customer and creator-generated content
• Coordinate with broader marketing teams to ensure accurate amplification of ongoing campaigns
• Monitor and respond to social mentions, reviews, and customer comments; escalate issues when necessary
• Manage activity in public and private Facebook groups: moderate posts, engage members, and surface support issues
• Work with internal teams (support, product, CX) to close the loop on public conversations
• Stay informed on platform updates, trends, viral formats, and competitor approaches

Social Media and Marketing Campaign Manager

• Support TrueLark (Weave) customers by coordinating client communications and tracking action items
• Prepare customer decks, meeting agendas, and follow-up notes for client syncs
• Track action items, pilot milestones, and contract renewals across multiple accounts
• Support pilot coordination by highlighting wins and identifying expansion opportunities
• Draft proactive outreach messages and customer check-ins
• Log, track, and follow up on feature requests and internal tasks
• Maintain accurate and up-to-date customer documentation in internal systems
• Contribute to quality assurance reviews to better understand the product
• Document and refine customer success processes for scalability
• Present to customers during calls, syncs, and pilot updates
• Work closely with Customer Success Manager and report to Head of Product & Customer Success

Customer Success Specialist

Administration

• Ensure the integrity, accuracy, and efficiency of lead management processes across Salesforce and related systems.
• Validate, update, and standardize lead records in Salesforce.
• Process and complete internal requests accurately and within established timelines.
• Manage lead assignments, ownership, and routing based on established rules and procedures.
• Follow best practices for data handling and process compliance.
• Support Sales, Marketing, and Operations teams to maximize productivity; reports to Director of Sales Development and Operations.

Lead Administrative Specialist

Account Manager

• Weave Communications (NYSE: WEAV) Strategic Partnerships team role focused on product integration, marketplace, referral/reseller, and strategic partnerships
• Team oversees PMS/EHR integration, product integration, and broader strategic partnerships and works closely with C-Team & VP leadership
• This position will require travel to our Lehi, UT HQ
• Reports to: VP of Strategic Partnerships
• Build recommendations for revenue-generating opportunities by aligning teams around strategic vision, identifying preferred partners, and sourcing new partner opportunities
• Grow Weave’s ecosystem of partners and manage partner marketplace initiatives
• Open additional TAM by exploring new markets or vertical opportunities
• Measure performance and identify opportunities to deepen existing partnerships
• Coordinate communication between internal and external stakeholders to drive desired outcomes
• Play a role in the decision making process of where to build vs where to partner
• Identify partnerships that unlock key workflows for customers and increase value proposition for Weave and partners
• Develop and maintain relationships with executives across partner landscape and potential large customers
• Lead major cross-departmental projects and manage tasks including defining project scope, timelines, dependencies, tracking & reporting of key milestones, engaging/influencing project stakeholders

Head of Product Partnerships

Cloud Engineer

• Support TrueLark (AI-powered virtual receptionist) as part of Weave
• Deploy, optimize, and secure applications in Azure ensuring high availability, scalability, reliability
• Provision and manage containerized apps using AKS, ACI, or App Services; automate CI/CD for Docker images and deployments
• Configure Azure Monitor, Log Analytics, and Application Insights to detect database and application bottlenecks
• Manage Application Gateway, Front Door, or Traffic Manager for HTTPS routing, WAF, SSL termination, and AKS/App Services integration
• Enforce security hardening: HTTPS-only, secure headers, private endpoints, RBAC, Key Vault, NSGs/ASGs, firewall configs
• Host and protect SPAs securely on Azure Blob + CDN or Azure Static Web Apps; enforce CORS and monitor client-side errors