Wheel

Customer Success Manager

• Partner with Strategic Account Managers to support operational execution across key accounts
• Preparing and analyzing reports and dashboards to track account performance and inform decision-making.
• Managing forecast for Wheel’s client book of business and ensuring timely coordination and collaboration with the Wheel team on the forecast data
• Coordinating internal teams (Product, Finance, Network Ops) to ensure deliverable alignment and consistent performance against Wheel’s SLAs
• Leading or assisting in issue resolution, documentation, and follow-up for escalations on priority accounts.
• Independently manage a tailored portfolio of Wheel accounts as the primary point of operational contact, ensuring day-to-day service delivery, engagement, and business reviews.
• Drive engagement, product adoption, renewal, and retention for assigned clients, with regular guidance from Customer Success leadership.

Client Success Lead

Financial Planning and Analysis

• Lead the Company’s annual and long-term financial planning processes.
• Publish monthly and quarterly financial reporting to executive leadership as well as internal stakeholders.
• Help drive data-driven decision making across the organization.
• Own the operating plan, which includes long-term planning, annual planning, quarterly forecasting, and monthly management reporting of financial performance.
• Partner with Accounting for internal reporting, as well as to ensure accuracy in the Company’s quarterly rolling forecasts.
• Partner closely with the Commercial and Sales organization on frameworks and best practices for pricing and booking new deals including Deal Desk.
• Collaborate with Client Success and Operations on driving business process improvement in order to optimize the company cost structure.
• Influence key decision makers in the Company to deliver on long-term growth and profitability.
• Prepare presentations for company leadership, as well as the Board of Directors, that clearly articulate the financial position and outlook of the Company on a multi-year basis.
• Collaborate with Accounting on month-end close.
• Build solid relationships with cross-functional team members, fostering a collaborative and productive teamwork environment.
• Streamline processes, optimize use of systems and technology, and ensure efficient resource utilization.

Director, Financial Planning – Analysis

• Serve as the exec lead on Wheel’s enterprise accounts, driving internal and external alignment on product and operations priorities and ensuring the client voice is heard & understood by all Wheel team members.
• Lead, develop and manage a standard setting client success team that Wheel clients love to work with and Wheel team mates enjoy collaborating with to ensure client and patient success.
• Drive Wheel’s client retention, expansion and growth strategy, hitting or exceeding revenue targets for client expansion.
• Lead all aspects of Wheel’s client implementation and continuously improve our enterprise implementation methodology and approach across segments to drive client satisfaction and successful launches.
• Lead cross-functional collaboration across Wheel’s operational teams including R&D, Network Operations, Clinical Operations and Finance to drive key initiatives to ensure performance to client requirements and attain high client NPS.
• Partner closely with Wheel’s leadership team to ensure the successful delivery of our platform as well as delivering insights to R&D and Operations that drive strategic growth channels for the business.
• Develop and implement strategies to optimize client onboarding, adoption, and ongoing usage of our platform and services, building on the existing. implementation methodology to create a world class, enterprise strategy.
• Monitor and analyze client usage data, and use insights to drive product and service improvements.
• Develop and deliver regular reports on client success metrics, and use data to drive continuous improvement in client success initiatives.
• Stay up-to-date on industry trends and best practices in client success and virtual care delivery, and share insights with the broader team to drive innovation and growth.

Vice President, Customer Success

Accounts Payable

• Perform full-cycle billing functions, including preparing, reviewing, and processing client invoices
• Analyze and interpret SOPs and contract terms
• Monitor AR aging reports and follow up on outstanding balances
• Manage collections and payment reconciliation in Stripe, ensuring accuracy and timeliness
• Proactively seek ways to streamline and improve the billing process to ensure appropriate collections
• Monitor and update billing guidelines for new clients, invoice formats/settings, discounts, and fee rates
• Review, code, and process vendor invoices for accounts payable
• Ensure timely and accurate vendor payments while maintaining proper approvals and controls
• Assist in credit card reconciliations and employee expense reimbursements
• Support the month-end close process, including reconciliations and journal entries
• Assist with clinician pay tracking and reconciliation to ensure accuracy for month-end entries
• Report to the Accounting Manager and support the Accounting team

Accounts Receivable/Accounts Payable Specialist

Product Manager

As Director of Product Management at Wheel, you’ll be responsible for the product portfolio that powers the future of care.
Define and drive Wheel’s product portfolio strategy in alignment with company priorities and market opportunities.
Manage, mentor, and develop Product and Design team members, fostering a culture of accountability, collaboration, and innovation.
Build product roadmaps spanning virtual care programs, platform capabilities, and data/AI-powered tools.
Partner with Engineering to embed AI/ML, data, and automation into consumer and clinician experiences, as well as internal workflows.
Collaborate with Clinical, Operations, and Commercial teams to deliver compliant, scalable, and impactful solutions.
Balance near-term execution with long-term vision, ensuring product investments drive both growth and operational excellence.
Engage with ELT and SLT partners on priorities, resource planning, and business outcomes.
Champion Wheel’s mission and values across the product and design organization.