Wellfit

Account Manager

• Serve as the primary operational contact and escalation point for mid-market enterprise practices.
• Oversee daily operational requests and ensure timely and accurate resolution across systems, billing, marketing, and reporting workflows.
• Maintain consistency, accuracy, and quality across all mid-market operational processes.
• Treat your assigned book of accounts as your own book of business, taking personal accountability for the health, retention, and revenue performance of each client.
• Lead end-to-end onboarding for mid-market offices, including system setup, training, and platform access.
• Deliver onboarding documentation, training materials, and office-specific guidance.
• Ensure onboarding aligns with enterprise operational standards.
• Manage warm handoffs from the sales team, ensuring a seamless transition from contract signing to active partnership.
• Conduct weekly, monthly, or quarterly meetings with mid-market clients depending on support needs and contractual expectations.
• Lead structured review sessions focused on performance, adoption, operational trends, and improvement opportunities.
• Maintain strong client relationships through proactive communication and consistent follow-up.
• Execute structured outreach programs designed to drive revenue growth within mid-market practices.
• Monitor office performance and proactively engage offices with flat or declining revenue.
• Develop targeted engagement strategies such as refresher training, workflow support, and adoption coaching.
• Identify opportunities to expand product adoption through upselling and cross-selling across plan types, add-on services, or enhanced tiers.
• Maintain an average of 30 outbound calls per week to mid-market offices.
• Document all client interactions, opportunities, and outcomes in CRM or assigned tracking systems.
• Support offices with contract-related requests by gathering documentation and required information.
• Identify operational inefficiencies and implement scalable improvements for mid-market workflows.
• Support development and validation of reporting related to mid-market performance.
• Collaborate with teams across Client Success, Sales, Technology, Marketing, Legal, Operations, and Leadership.

Enterprise Account Manager, Mid Market

Backend Engineer

• Design, develop, and maintain web-based reporting applications using Angular on the front end and .NET (C#) on the back end.
• Build and optimize complex SQL queries, stored procedures, and database objects to support reporting and analytics needs.
• Develop interactive dashboards, data visualizations, and report templates using tools such as Power BI, Telerik Reporting, or similar reporting frameworks.
• Create and consume RESTful APIs / Web APIs to facilitate data exchange between services and the reporting layer.
• Collaborate with business analysts and stakeholders to translate reporting requirements into technical specifications.
• Implement efficient data extraction, transformation, and presentation logic to handle large datasets with optimal performance.
• Write clean, testable, and well-documented code following established coding standards and best practices.
• Participate in code reviews, sprint planning, and agile ceremonies.
• Troubleshoot and resolve production issues related to reports, data accuracy, and application performance.
• Contribute to CI/CD pipelines and automated testing strategies to ensure reliable deployments.
• Stay current with emerging technologies and recommend improvements to the existing reporting stack.

.NET, Angular Reporting Developer

Account Executive

• Own and develop a defined Florida-based territory within a major metro market
• Build a strategic territory plan targeting high-opportunity practices and groups
• Establish market presence through consistent in-person engagement
• Prospect daily through outbound calls, in-person visits, networking, and referrals
• Identify and close net-new logos across independent practices and multi-location groups
• Conduct consultative discovery around payments, financing workflows, and revenue optimization
• Articulate value around merchant services, financing options, and payment workflow optimization
• Understand and position interchange, merchant pricing, underwriting, and approval processes
• Compete effectively against legacy financing and payment providers
• Maintain disciplined CRM hygiene and accurate forecasting
• Consistently exceed monthly and quarterly sales targets
• Report territory performance and growth strategy to leadership

Field Sales Representative – Southeast

Product Manager

• Directly manage and develop 2–3 Product Owners
• Set clear expectations, goals, and priorities for direct reports
• Provide ongoing coaching, feedback, and performance guidance
• Support career development, skill growth, and succession planning
• Partner with Product leadership on staffing, capacity planning, and team structure
• Maintain direct ownership of assigned products, features, or initiatives
• Own backlog prioritization, refinement, and readiness for assigned workstreams
• Translate product strategy and roadmap initiatives into executable plans
• Ensure high-quality user stories, acceptance criteria, and documentation
• Align priorities, sequencing, and dependencies across Product Owners
• Support cross-team coordination and delivery predictability
• Serve as an escalation point for complex delivery or prioritization issues
• Partner with Product Managers to ensure alignment between strategy and execution
• Partner closely with Engineering, Architecture, and Scrum Masters to support delivery health
• Establish and reinforce best practices for backlog management and delivery execution

Product Owner

Operations

• Create and Maintain Operational Documentation
• Draft and update Standard Operating Procedures (SOPs) for key workflows and daily tasks
• Keep all documentation accurate, accessible, and current in tools like Confluence or SharePoint
• Partner with process owners to capture changes in real time
• Conduct regular audits to ensure documentation remains relevant and compliant
• Monitor and Resolve Operational Issues
• Actively monitor key systems and workflows to identify and troubleshoot issues
• Escalate and resolve problems based on urgency and impact
• Collaborate with IT, technical support, and business units to implement solutions
• Maintain an incident log to support root-cause analysis and future prevention
• Analyze Operational Data for Insights and Improvement
• Compile and review data from ERP, CRM, and BI tools to uncover trends
• Build and distribute recurring and ad hoc performance reports
• Identify recurring bottlenecks through trend and root-cause analysis
• Translate operational insights into actionable recommendations for leadership
• Support Process Improvement and System Initiatives
• Assist in the rollout of process redesigns and system enhancements
• Participate in testing and validating new system features before deployment
• Document requirements, track milestones, and support change management efforts
• Leverage automation tools to streamline and optimize recurring tasks
• Manage Vendor and Internal Service Relationships
• Maintain vendor records, contracts, and performance KPIs
• Track service levels and escalate issues when KPIs are not met
• Support vendor renewals, negotiations, and billing reconciliation
• Act as a liaison between vendors and internal teams to ensure seamless collaboration

Operations Specialist

Manager

• Own and manage strategic vendor relationships across payments, lending, and healthcare services partners
• Serve as the primary point of contact for assigned vendor accounts
• Negotiate and manage contracts, SLAs, pricing, and performance metrics
• Monitor vendor KPIs and drive accountability on service levels, reliability, and innovation
• Partner with Product to align roadmaps and integrations with vendor capabilities
• Collaborate with Operations and Service teams to resolve escalations and improve workflows
• Identify new partnership opportunities that support growth and product expansion
• Lead quarterly business reviews and strategic planning sessions with vendors
• Ensure vendors comply with regulatory, security, and healthcare industry standards

Vendor Manager, Strategic Accounts

• Own delivery execution for the Financing Marketplace (FMP) scrum team, including sprint planning, backlog readiness, and release coordination.
• Partner with Product Managers to translate roadmap priorities into executable delivery plans aligned with business outcomes.
• Work closely with Business Analysts and Architects to validate requirements, confirm scope accuracy, and ensure technical feasibility before development begins.
• Serve as a delivery checkpoint, ensuring stories are complete, well-defined, and aligned before entering development.
• Facilitate sprint ceremonies including standups, planning, demos, and retrospectives.
• Coordinate releases, prepare release notes, and support production incident triage.
• Act as point of escalation for P1 incidents.
• Assess priority and scheduling for lower-severity issues.
• Monitor sprint risks, dependencies, and capacity constraints across the FMP workstream.
• Maintain backlog hygiene, delivery transparency, and velocity tracking.

Product Owner, Financing Marketplace

• Lead the design and implementation of scalable, resilient, and modern back-end systems.
• Ensure system scalability to handle large volumes of transactions, integrations, and marketplace growth.
• Design and oversee integrations with external lenders and financial partners.
• Provide technical leadership, mentorship, and guidance to engineering teams.
• Identify opportunities to refactor existing systems for improved scalability, modularity, and performance.

Senior Software Engineer Lead, .NET/Azure

Data Analyst

• Serve as the primary business-side owner of CRM data quality within Microsoft Dynamics.
• Define, document, and enforce CRM data entry standards, usage rules, and best practices across Sales and related teams.
• Partner with Sales leadership to ensure opportunities, leads, contacts, and accounts are structured and maintained correctly.
• Perform regular audits of CRM data to identify errors, duplicates, incomplete records, and logic inconsistencies.
• Validate that CRM workflows, automation rules, and customer journey logic execute correctly and align with intended business behavior.
• Troubleshoot cases where data or logic “does not behave as expected,” identifying root causes and coordinating fixes with technical teams when needed.
• Design, maintain, and test logic-based customer journeys and email workflows within the CRM.
• Build conditional logic based on customer attributes, behaviors, and lifecycle stages.
• Ensure journeys are accurate, tested, and consistently performing as designed before and after deployment.
• Act as a liaison between Sales, Marketing, and technical CRM resources.
• Translate business requirements into clean, logical CRM configurations.
• Support CRM-related questions from business users and guide correct usage.

Dynamics CRM Data Analyst

DevOps Engineer

• Own and evolve the reliability, observability, and performance of our Azure-based application ecosystem.
• Design and implement end-to-end observability for Azure App Services using Application Insights, Azure Monitor, and distributed tracing.
• Build and maintain actionable dashboards that surface application health, performance bottlenecks, and reliability risks.
• Analyze logs, metrics, and traces to proactively identify issues and reduce MTTD / MTTR.
• Serve as a subject-matter expert on Azure App Service architecture, scaling, and performance tuning.
• Debug production issues at the application level, including C#, .NET, Angular, and SQL-related problems.
• Automate monitoring, alerting, and common remediation workflows using PowerShell and Azure tooling.
• Participate in on-call rotations and lead incident response for application reliability issues.
• Document best practices for monitoring, debugging, and deployment safety.