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Our client is a trusted IT infrastructure and managed services provider serving enterprise customers worldwide. Based out of Plano Texas, they are looking to hire an SOW Analyst on a Contract to hire basis. Contract Duration: 6 Month Contract to hire (Potential for extension or conversion) Position is Hybrid (2 days a week onsite) Required Skills & Experience • Experience in the IT Industry, • Ideal background: Technical writer, RFP response, proposal writer, paralegal - 5 years exp, IT background., • Experience with Tech Writing and or Proposal Writing, • Experience with SMEs, Account Execs, and Engineers, • Excellent client-facing communication skills, • Familiar with Salesforce Customer Relationship Management (CRM) application, • Adaptability to new technology and platforms, • Attention to detail, • Ability to manage time and prioritize tasks, • Critical thinking and problem solving, • Understanding of legal contracts, • Strong writing and grammar skills, • Quantitative ability and understanding, • Communication skills in a remote team environment, • Ability to work independently, • Proofreads work to ensure accuracy, • Adapts easily to fluid environment and changes, • Advanced MS Office skills with an emphasis on MS Excel and MS Word, • Familiarity with Information Technology terms and technologies, • Technical writing and/or Business writing experience helpful What You Will Be Doing A Senior SOW Analyst is responsible for all of the above, plus the person provides training and mentorship to new hires, peer review of SOW drafts for team members, and is assigned to the more complex opportunities with more demanding account teams that require excellent and prompt communications. Daily Responsibilities • Track and support the entire SOW process from technical scoping to approvals, which requires an understanding of who does what and when. This involves Sales, Solutions (technical sales), Consultancy (engineers), the Project Management Office, and associated leadership; depending on the cost of the Level of Effort and SOW., • Support Solution Specialists to refine the customer’s stated requirements and how Professional Services will provide the proposed solution., • Creating a legally valid Statement of Work on approved templates using the technical information provided in the approved Level of Effort and language from Solutions on the customer’s request., • Ensuring that professional quality documents are completed within internal service level expectations or expedited if necessary., • Support Sales and Solutions in adjusting the sales margin on the SOW while understanding rules and guidelines around internal cost and pricing and remaining compliant with these., • Submitting completed documents that properly contain associated legal agreements (e.g. Master Services Agreement, Terms and Conditions) to Solution Architects., • Engaging with Legal to incorporate feedback, adjust activities and scope, and insert negotiated terms into the SOW as/if necessary., • Managing change in scope, assessing project risk and, with input from Solution Architects, ensuring that project delivery can still be profitably met., • Utilizing 3rd party resources, convert Subcontractor SOWs to outline the tasks and terms to be undertaken by the 3rd party delivery resource., • Be vigilant of potential breaches of compliance and selectively escalate requests as needed. You will receive the following benefits: • Medical Insurance - Four medical plans to choose from for you and your family, • Dental & Orthodontia Benefits, • Vision Benefits, • Health Savings Account (HSA), • Health and Dependent Care Flexible Spending Accounts, • Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance, • Hospital Indemnity Insurance, • 401(k) including match with pre and post-tax options, • Paid Sick Time Leave, • Legal and Identity Protection Plans, • Pre-tax Commuter Benefit, • 529 College Saver Plan Motion Recruitment Partners (MRP) is an Equal Opportunity Employer. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under MRP’s Employment Accommodation policy. Applicants need to make their needs known in advance.

Job Description???? Project Cost Analyst / Great Place To Work! This Jobot Job is hosted by: Alex Console Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $100,000 - $140,000 per year A bit about us: We’re a group of dedicated innovators focused on empowering large-scale project stakeholders to maximize value through advanced systems and analytics. Why join us? Competitive compensation Health insurance 401k with employer match Flexible PTO Remote work Philanthropic Matching Gift Program Job Details Job Details: We are seeking a seasoned Permanent Project Cost Analyst to join our innovative Tech Services team. This role is ideal for a dynamic and motivated professional with a passion for Construction and Technology. The successful candidate will have a keen eye for detail, a strong understanding of cost analysis, and the ability to manage multiple projects simultaneously. If you're looking for a challenging and rewarding role where you can make a significant impact, this is the perfect opportunity for you. Responsibilities: As a Permanent Project Cost Analyst, you will be responsible for: 1. Managing and overseeing the financial health of our construction projects., 2. Utilizing Procore to manage project costs, track changes, and aid in the decision-making process., 3. Coordinating with project managers, contractors, and other stakeholders to ensure all projects are delivered on time and within budget., 4. Analyzing and interpreting complex financial data to provide accurate and timely financial recommendations to management for decision making purposes., 5. Preparing detailed financial reports, including project forecasts and cost analyses., 6. Monitoring and analyzing project expenses, identifying cost-saving opportunities, and implementing cost-reduction strategies., 7. Ensuring compliance with all relevant regulations and standards., 8. Assisting in the billing process to ensure all costs are accurately captured and accounted for. Qualifications: To be considered for the role of Permanent Project Cost Analyst, candidates must have: 1. A minimum of 5 years of experience in project cost analysis, preferably in the tech services industry., 2. Proven experience with Procore, Billing, Coordination, and Budget., 3. A Bachelor's degree in Finance, Construction Management, or a related field. A Master's degree or relevant certifications would be an added advantage., 4. Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy., 5. Excellent written and verbal communication skills., 6. The ability to effectively manage multiple projects and meet deadlines., 7. Strong problem-solving skills and the ability to make well-judged decisions., 8. Proficiency in Microsoft Office Suite, particularly Excel., 9. A team player mentality, with the ability to also work independently when required. Join us and be part of a team that is transforming the tech services industry. This is your chance to take your career to the next level. Apply today! Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. 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Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policyCompany DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job Description Business Operations Analyst (Accounting-Focused) Location: Dallas–Fort Worth Metroplex Position Type: Full-Time | Hybrid About the Opportunity Symbiotic Services is seeking a Business Operations Analyst with a strong accounting background who is excited to operate at the intersection of finance, operations, and technology. This is an ideal role for someone who wants to leverage their accounting expertise while driving operational improvements, shaping business requirements, and helping modernize workflows using automation and AI-driven tools. You will begin by anchoring our financial operations—supporting core accounting processes and ensuring data integrity—then progressively take on responsibilities that enhance how the business runs. This includes analyzing processes, writing business requirements, implementing operational improvements, and contributing to technology-enabled transformation initiatives. Key Responsibilities Core Accounting & Financial Operations • Execute full-cycle accounting responsibilities including AR/AP management, reconciliations, and general ledger maintenance., • Lead month-end and year-end close processes with accuracy and timeliness., • Oversee payroll, expense reimbursements, and financial controls., • Support subscription and project-based financial management, including recurring billing, revenue alignment, and client reporting. Business Analysis & Requirements Development • Document current-state financial and operational workflows, identifying opportunities for optimization., • Translate business needs into clear, actionable business requirements for system enhancements, automation, or cross-functional initiatives., • Partner closely with leadership and technical teams to ensure requirements are understood, validated, and executed successfully., • Conduct gap analysis and propose scalable, efficient solutions aligned with business objectives. Operational Modernization & AI-Driven Improvements • Evaluate existing processes and recommend modernization strategies using tools such as workflow automation, AI assistance, integrations, and data-driven decision systems., • Identify inefficiencies and develop streamlined workflows to reduce manual effort and improve overall operational health., • Contribute to the selection, implementation, or enhancement of internal systems such as CRM, ERP, billing, and analytics platforms., • Monitor the performance of new processes and continuously iterate for quality, cost savings, and improved user experience. Cross-Functional Collaboration & Strategic Support • Collaborate across teams to align financial operations with business goals and evolving organizational needs., • Provide operational insights, financial reporting, and decision support to leadership., • Support the annual budgeting process, financial planning, and operational forecasting., • Maintain and enhance dashboards that provide visibility into operational and financial performance. Ideal Candidate Profile Required • 5+ years of professional accounting experience, ideally in a tech-forward or small-business environment., • Strong understanding of GAAP, AR/AP workflows, payroll, reconciliations, and financial controls., • Demonstrated ability to write business requirements, process documentation, or workflow specifications., • Strong analytical and problem-solving skill set with an interest in process optimization and automation., • Proficiency in advanced Excel and accounting/financial systems., • Excellent communication skills with the ability to collaborate across diverse teams., • Highly organized, adaptable, and naturally curious about how operations can improve. Preferred • Experience with subscription-based billing, project accounting, or recurring revenue models., • Familiarity with CRM, ERP, automation tools, or AI-powered productivity platforms., • Prior involvement in system implementations, process redesign, or business analysis initiatives., • Bachelor’s degree in Accounting, Finance, Business Administration, or related field. What You’ll Gain • Competitive salary + bonus potential, • Hybrid work flexibility, • Comprehensive benefits: health, dental, vision, • Paid time off & holidays, • 401(k) with employer match, • Professional development in accounting, business analysis, and AI-driven process transformation

Job Description About Creative Realities Creative Realities, Inc. (, NASDAQ: CREX) is a creative technology company focusing on bringing digital experiences to retail environments, designed to enrich and inspire the consumer journey. Our strong design and strategic discipline uniquely position us to guide Fortune 100 Brands and Retailers on how best to apply technology in function of marketing, store, or customer objectives. Our end to end offering enables us to execute what we recommend: from design and app development, thought to deployment on site - and provide ongoing content and support to virtually any type of environment. About the Position The Product Manager (PM) is responsible for defining and owning the product definitions and roadmap for a complex enterprise software application. The PM will work closely with existing and new clients as well as internal product development teams. The PM is responsible for gathering and formally documenting product features and stories, and providing thorough business and market justifications for them. This involves understanding the purpose and operation of the software platform, but also being able to see and explain where it needs to go and why it needs to go there. The PM must be able to distill client input, market trends, and input from internal teams like development and cloud operations to provide clear, meaningful, and well written business and feature objectives for the product. The PM should be able to work independently and have a strong desire to own and shape the product but do so with a servant leadership approach that is diplomatic and takes multiple viewpoints into account. The PM will work with an experienced team and will have great tools and processes available. Key Responsibilities • Own the end-to-end product lifecycle for ad serving platform, from strategic planning to feature delivery, with a focus on monetization, scalability, and client satisfaction, • Define and manage the roadmap for integrations with programmatic advertising platforms, ensuring platform alignment with client and partner requirements, • Translate business goals into technical requirements, partnering with Engineering and QA to deliver reliable, performant ad-serving functionality, • Collaborate cross-functionally with Sales, Implementation, and Client Services to ensure successful onboarding and execution of programmatic campaigns, • Serve as the internal expert on SSP/DSP functionality, ad delivery logic, and creative asset handling (streaming, caching, fallback, etc.), • Lead partner conversations and represent product decisions in joint meetings with external vendors, clients, and third-party tech providers, • Prioritize backlog items and make data-informed tradeoffs to support the evolving needs of both enterprise clients and the internal delivery team, • Document and communicate platform behavior, edge cases, and integration logic clearly to both technical and non-technical stakeholders, • Establish success metrics and tracking plans to measure platform performance, proof-of-play delivery, and campaign effectiveness, • Identify and mitigate risks related to scale, resolution variability, and media delivery that may impact programmatic performance or revenue Education and Experience • BA/BS, • 5-8 years of experience working with enterprise software platforms as a product manager/analyst, • 3+ years in adtech, martech, or programmatic media, • Demonstrable experience with creating product requirements/user stories for sophisticated software applications, • Excellent presentation and communication skills, • Experience with both client and sales facing communication and presentations, • Experience capturing complex software requirements and user stories within a structured tool like Jira, • Experience working directly with software management and developers on complex software applications, • Professional demeanor with unquestionable integrity, • High level of attention to detail, • Ability to distill complex discussions and ideas into well-formed requirements, • Self-motivated, achievement-oriented and willingness to be accountable, • Patience and negotiation skills The ideal candidate represents these six core values: • Passionate We are a group of passionate people. This is the best way to describe TEAM CRI. We work hard and we are proud of the results we produce each and every day. And, we have some fun along the way!, • Respectful We value diversity and unique contributions. We foster a trusting, open and inclusive environment. We treat our clients, partners and our team in a manner that reflects these values., • Do the Right Thing We do what we say we will do. Our actions shall always be fully transparent and genuine. Our dealings with clients, co-workers and partners must always be conducted with honesty., • Helps First We are stronger when we work together. We help first, no matter what—whether it’s with our clients or our internal teams., • Nimble Minded When conventional thinking and processes fail, we want to be the first to provide fresh ideas and solutions. We break through adversity and respond quickly., • Company paid individual portion of medical, dental, Life, Long and Short-Term Disability insurances;, • Access to participate in company vision insurance programs;, • 401(k) program, including company paid match of up to 3% of annual salary; and

Position: Root Cause Analyst – Plano, Texas (Contract).We are seeking a skilled and detail‑oriented Tech Ops - Intermediate professional to join our team.The ideal candidate will be responsible for ensuring the smooth operation of technical systems, troubleshooting issues, and supporting the ove

Job DescriptionAbout GoBook.me GoBook.me is dedicated to building an ecosystem that empowers entrepreneurs to thrive. We provide small business owners with a suite of business management tools such as booking and scheduling, marketing, analytics, payment processing, and more. With a rapidly growing user base of small business owners relying on GoBook.me daily, our platform combines powerful functionality with a vibrant brand, making us a unique blend of fintech, SMB software, and consumer services. About the Role As a Senior Product Analyst at GoBook.me, you will play a crucial role in shaping our product roadmap and the future of our company by uncovering and sharing valuable insights. Collaborating with leaders across Product, Design, Analytics Engineering, Data Engineering, and the Go-to-Market team, you will work to enhance our product data infrastructure, develop analytical frameworks, and expand our analytical tools for more data-driven decision-making. We are currently seeking Analysts to join our Booking and Teams product teams. The Booking Product Analyst will focus on enhancing conversion rates on customer booking sites and improving operational efficiency in client management. The Teams Product Analyst will contribute to the acceleration of our up-market strategy. This position reports to the Manager of Product Analytics and offers the flexibility to work remotely from anywhere in United States. What You'll Do • Define, analyze, and promote KPIs for your assigned product team, • Identify opportunities to enhance the customer experience, increase conversion, retention, engagement, and lifetime value through data analysis and a deep understanding of our customers, • Collaborate with the Product Management Lead to shape the product roadmap, • Work with Data Engineering and fellow Analytics teams to implement top-notch analytical frameworks and testing structures throughout the productWhat We're Looking For, • 4+ years of experience in an analytical role, with at least 2 years in product analytics, preferably in a SaaS company, • Advanced proficiency in SQL, • A proactive individual with excellent communication and project management skills, • Enthusiasm for working in a fast-paced startup environment and the willingness to engage in foundational work, • Proficiency with tools like dbt, Looker, or other data visualization tools, along with a solid grasp of statistical fundamentals (A/B testing, regression), • Familiarity with leading product analytics tech stacks such as Mixpanel and Segment (or similar tools) is advantageousBenefits & Perks, • Flexible PTO, • Competitive health & dental insurance options, with premiums covered by GoBook.me, • Generous fully-paid parental leave policy, • Retirement Savings Plan, • Professional Development stipend for approved learning and educational expenses, • Home office support

Job DescriptionSalary: Company Overview Plutus Health Inc is a high-growth, tech-enabled Revenue Cycle Management company serving 1,000+ healthcare providers nationwide. Recognition & Growth • Inc 5000 honoree 2 consecutive years recognized for rapid revenue growth, • SMU Cox 100 - 3 consecutive years (fastest-growing Dallas companies), • Proven scalability: Built on proprietary technology + dedicated global teams Dual-Brand Portfolio • Plutus Health (Primary): Tech-enabled RCM outsourcing serving multi-specialty practices, behavioral health, and specialty providers across medical billing, coding, denial management, AR optimization, • Artemis ABA: Practice management SaaS platform for ABA therapy providers What Makes Us Different • Technology-first approach: Proprietary workflows, AI-powered automation, real-time analytics, • Vertical expertise: Deep specialization in behavioral health, ABA therapy, ASC billing, • Global delivery advantage: Round the clock support with cost savings, • KPI driven pricing model, • Rapid growth trajectory: Expanding client base, geographic footprint, and service capabilities Position Summary Enterprise B2B Marketing Leader driving aggressive growth strategy Report directly to CEO. Own complete marketing function for both RCM services + SaaS software. Build scalable marketing engine that accelerates pipeline growth, drives enterprise client acquisition, and positions Plutus Health as a market leader in tech-enabled RCM. CRITICAL REQUIREMENTS (Must Have) Enterprise ABM Experience • 10+ years B2B marketing leadership targeting healthcare enterprises, • Proven ABM program success with measurable pipeline, • Built and executed multi-touch ABM campaigns targeting C-suite + clinical decision-makers, • Experience with 12 month enterprise sales cycles involving 5-10 stakeholders, • Track record of 30%+ improvement in sales cycle velocity through ABM Healthcare Industry Expertise • RCM outsourcing services marketing (medical billing, coding, denial management), • Healthcare SaaS go-to-market experience (EMR/EHR, practice management, billing software), • Deep understanding of healthcare buyer personas: CFOs, CEO, PE backed board, • Experience marketing to CFOs and PE-backed healthcare organizations: Ability to create ROI-focused messaging that resonates with financial decision-makers and boards focused on EBITDA improvement, operational efficiency, and portfolio optimization, • Knowledge of HIPAA compliance in marketing operations, • Experience marketing to: Multi-specialty practices, ABA therapy providers, behavioral health clinics, PE portfolio companies Digital Marketing Mastery • HubSpot expert: Deep experience building workflows, lead scoring, attribution reporting, and marketing automation in HubSpot Marketing Hub, • Full-funnel digital strategy: SEO, SEM, LinkedIn, programmatic display, retargeting, • Marketing automation expertise (HubSpot, Marketo, Pardot), • Intent data platforms (6sense, ZoomInfo, Bombora), • Account-based advertising and personalization (Demandbase, Terminus, Mutiny) AI-Powered Marketing Innovation • Leverage AI for scale and efficiency: Experience using generative AI for content creation, personalization, campaign optimization, • Marketing automation with AI: Implementing predictive lead scoring, AI-driven email optimization, chatbots for lead qualification, dynamic website personalization, • Proven track record reducing content creation time by 40%+ while maintaining quality through AI tools Brand & Market Leadership • Trade show and event strategy: HFMA, CASP, BHB, ASCA conferences - booth design, sponsorships, ROI tracking, • Brand positioning and messaging: Competitive differentiation against market leaders, • Thought leadership programs: Whitepapers, industry reports, research studies, executive briefings, • Customer engagement: User conferences, customer advisory boards, reference programs, success stories, • Analyst relations: Engaging KLAS, Black Book, Gartner to build market credibility Execution Excellence • Built marketing function from scratch at growth-stage company ($50M-$100M revenue), • Managed marketing budgets $ 3M+ with strong ROI discipline, • Led teams of 5-10+ (internal + agencies), • Proven content creation engine: case studies, whitepapers, video, webinars STRONG PLUS (Differentiators) Industry Experience • Global delivery model marketing experience, • ABA/behavioral health/ASC market knowledge, • PE-backed healthcare company marketing experience, • Marketing engagement with healthcare CFOs, COOs, and PE portfolio company boards, • Competitive intelligence experience Technical Capabilities • HubSpot certifications (Marketing Software, Inbound, Revenue Operations), • AI marketing tools: ChatGPT, Claude, Jasper, Copy.ai, Drift AI, 6sense AI, • Predictive analytics and propensity modeling, • Marketing data warehouse architecture, • API integrations and martech stack optimization Strategic Skills • Market research and analyst relations (KLAS, Black Book, Gartger), • Key Opinion Leader (KOL) development programs, • Partner/channel marketing experience, • PE firm relationship building and portfolio company targeting KEY RESPONSIBILITIES Strategic Planning (25%) • Own revenue contribution target through marketing-sourced pipeline, • Develop integrated marketing strategy across services (Plutus) + software (Artemis), • Build ICP definitions and account selection criteria for ABM programs, • Create competitive positioning, • Design and execute tiered ABM programs, • Target named enterprise accounts with customized campaigns, • Develop CFO-focused value propositions: Create financial models, ROI calculators, and EBITDA impact analyses for PE-backed organizations Brand, Events & Market Presence (25%) • Plan and execute major healthcare conferences annually, • Target PE firm events and healthcare investment conferences: Build relationships with PE firms managing healthcare portfolios, • Launch annual customer conference, • Create customer advisory board, • Produce whitepapers annually on RCM trends, ABA therapy outcomes, industry benchmarks, CFO-focused content on revenue optimization and cost reduction, • Engage KLAS, Black Book, Gartner for vendor evaluations and rankings, • Build PR strategy and media coverage in healthcare trade publications Demand Generation (35%) • Generate marketing-qualified accounts (MQAs), • Drive company pipeline from marketing sources, • Execute LinkedIn ABM campaigns, • Build SEM strategy capturing high-intent search traffic (, • Create vertical-specific content for multi-specialty practices, behavioral health, ABA therapy, • Develop board-ready materials: Executive summaries, financial impact assessments, implementation roadmaps, • Optimize conversion funnels, • Implement AI-powered lead scoring, email optimization, and dynamic content personalization Sales Enablement & Team (15%) • Create account-specific microsites and personalized landing pages, • Develop competitive battlecards and sales presentation decks, • Build CFO-specific sales tools: ROI models, total cost of ownership analyses, payback period calculators, • Weekly pipeline reviews with sales leadership, • Recruit and manage 3-5 person team (demand gen, content, digital, operations, events), • Build real-time dashboards tracking account engagement, pipeline, revenue QUALIFICATIONS Education & Experience • Bachelor's degree in Marketing, Business, Communications (required), • MBA or healthcare-related advanced degree (strongly preferred), • 10+ years B2B healthcare marketing leadership, • 5+ years enterprise ABM program management, • 3+ years RCM or healthcare SaaS marketing, • Experience selling to CFOs and PE-backed healthcare organizations Technical Skills • HubSpot: Marketing Hub expert (workflows, lead scoring, attribution reporting), • AI Tools: Generative AI for content, predictive analytics, marketing automation, • LinkedIn Campaign Manager + Sales Navigator, • Google Analytics 4, Google Ads, Tag Manager, • ABM platforms: Demandbase, 6sense, or Terminus, • Intent data: ZoomInfo, Bombora, Clearbit, • Analytics: Tableau, Looker, or Power BI, • Financial modeling tools for ROI/TCO analysis Leadership Competencies • Data-driven decision making with metrics obsession, • Financial acumen: Ability to speak CFO language - EBITDA, cash flow, ROI, payback periods, • Cross-functional collaboration between marketing, sales, product, operations, • Healthcare expertise: RCM workflows, HIPAA, healthcare buying committees, • C-suite engagement skills: Comfortable presenting to boards and executive teams, • Execution speed: bias for action, comfortable with ambiguity, • Strategic + tactical: 3-year vision while executing daily campaigns WORKING STYLE & CULTURE FIT You'll thrive here if you: • Move fast: High-growth environment; execution speed critical, • Love data: Every decision backed by metrics; live in dashboards, • Direct communication: CEO prefers bullet points, quick decisions, minimal fluff, • Speak CFO: Comfortable translating marketing into financial impact, • Entrepreneurial: Comfortable building from ground up; minimal bureaucracy, • Results-oriented: Measured on pipeline and revenue, not activities, • Hands-on: Not afraid to build workflows yourself while managing the team WHY JOIN PLUTUS HEALTH? • Momentum: Inc 5000 + SMU Cox 100 (3 years) = proven growth trajectory, • Impact: Build marketing function from ground up at critical inflection point, • Growth Market: Healthcare RCM + ABA software both expanding rapidly, • Target Rich Environment: PE firms managing healthcare portfolio companies, • Competitive Advantage: Global delivery model + proprietary technology = cost advantage, • Leadership: Experienced operators; decisive, empowering CEO APPLICATION PROCESS Submit: • Resume highlighting ABM results, HubSpot experience, healthcare marketing success, • Brief answers (2 pages total):, • Most successful ABM campaign: accounts, tactics, pipeline/revenue impact, • Example of marketing to CFOs/PE-backed organizations: messaging, content, results, • How you've used AI to improve marketing efficiency and results, • Trade show strategy for dual brands, • Approach to marketing RCM services + ABA software

Job Description Who We Are: SmithRx is a rapidly growing, venture-backed Health-Tech company. Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next-generation drug acquisition platform driven by cutting edge technology, innovative cost saving tools, and best-in-class customer service. With hundreds of thousands of members onboarded since 2016, SmithRx has a solution that is resonating with clients all across the country. We pride ourselves for our mission-driven and collaborative culture that inspires our employees to do their best work. We believe that the U.S healthcare system is in need of transformation, and we come to work each day dedicated to making that change a reality. At our core, we are guided by our company values: • Integrity: Always operate with honesty and transparency so we earn the trust of our clients., • Courage: Demonstrate the courage needed to take on a broken industry and continuously improve what we offer to optimize health outcomes. As a Benefits Configuration Analyst, you will support cross-functional teams during implementations and build and manage pharmacy benefit plans on various platforms to ensure a high quality SmithRx product. This role will also be responsible for supporting the Plan Operations team with core benefits operations functions while building and maintaining accurate benefit configuration. In order to be eligible for this position applicants must be based in one of the following states: Arkansas, Arizona, California, Colorado, Florida, Georgia, Kansas, Minnesota, Missouri, Nevada, Ohio, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin. Job Summary: As a Benefits Configuration Analyst, you will support cross-functional teams during implementations and build and manage pharmacy benefit plans on various platforms to ensure a high quality SmithRx product. This role will also be responsible for supporting the Plan Operations team with core benefits operations functions while building and maintaining accurate benefit configurationWhat you will do: • Work with clients, identifying and understanding benefit plan requirements. Build and maintain pharmacy benefit plans for client groups., • Aid in the organization of benefit configuration and structure for the accounts assigned by monitoring plan data integrity., • Assist in determining process improvement efforts., • Maintain prior authorizations and step therapy rules., • Grandfather/transition new clients and update formularies with changes at the direction of the clinical team., • Communicate project status, escalating issues when appropriate. Provide insight into changes to improve workflow efficiency., • Collaborate with member support and customer success teams to review and resolve inquiries related to benefits timely to improve member experience., • Provide troubleshooting support for our claims adjudication process., • Support new client implementations, conduct go-live testing, perform post go-live auditing and support to ensure plans are configured to confirm accuracy.What you will bring to SmithRx:, • 4+ years of experience in payer/claims and benefit configuration required., • Analytical skills; Microsoft Excel skills;, • Strong communication skills via face-to-face meetings, conference calls and written correspondence., • Self-starter mentality: ability to make informed decisions, find creative approaches to difficult challenges, and deliver on commitments., • Execution-focused ethos - you are a solutions-oriented problem solver and efficiency driven., • Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance, • Flexible Spending Benefits, • 401(k) Retirement Savings Program, • Short-term and long-term disability, • Discretionary Paid Time Off, • 12 Paid Holidays, • Wellness Benefits, • Commuter Benefits, • Paid Parental Leave benefits, • Employee Assistance Program (EAP), • Well-stocked kitchen in office locations, • Professional development and training opportunities

Job DescriptionAbout GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. Position SummaryThis role requires a techno-functional business analyst who understands the complexities of our business processes and can collaborate with stakeholders to design and prototype CRM solutions that enhance both customer and partner experiences. You will work across one or many solution areas—including Consumer Solutions, Mortgage Solutions, Servicing Solutions, Payment Solutions, and Business Solutions—to ensure Salesforce enables frictionless experiences, efficient workflows, and scalable growth for GoodLeap’s expanding ecosystem. This is a hybrid role reporting one day a week into the nearest tech hub. Essential Job Duties and Responsibilities: • Document business processes, workflows, and solution designs that improve efficiency and drive seamless customer and partner interactions., • Identify and recommend process improvements using Salesforce’s low-code capabilities to better support GoodLeap’s customers, lending partners, and contractor installers., • Drive adoption of Salesforce capabilities that empower GoodLeap’s customers and partners with streamlined, self-service experiences., • Use Salesforce’s low-code tools (e.g., Flows, Validation Rules, AI tools) to prototype solutions that enhance the experience for both customers and partners., • Ensure that prototypes and solutions are scalable, secure, and aligned with GoodLeap’s mission to provide seamless, customer-first financial services., • Write SOQL/SOSL queries to investigate system data and test hypotheses, improving data-driven decision-making., • Advocate for best practices in CRM data hygiene, automation, reporting, and partner/customer engagement., • Troubleshoot Salesforce issues that impact critical customer and partner interactions, ensuring fast and effective resolution., • Work with developers and admins to diagnose and resolve complex Salesforce issues, • Stay up to date with Salesforce platform updates, AI advancements, and industry trends to continuously enhance GoodLeap’s CRM capabilities. Required Skills, Knowledge and Abilities:, • 5+ years of experience as a Solution Architect or Salesforce Analyst, focusing on both customer and partner solutions., • Hands-on experience with Service Cloud and Sales Cloud., • Basic understanding of software development practices and the software development lifecycle (SDLC)., • Strong understanding of Salesforce architecture, declarative tools, and data model., • Ability to prototype solutions using low-code capabilities like Flows, Security model, and AI tools., • Proficiency in querying Salesforce data (SOQL/SOSL) for analysis and troubleshooting., • Experience supporting business teams with process optimization, automation, and reporting., • Strong analytical, problem-solving, and communication skills., • Salesforce certifications required for low-code and app-building solutions (e.g., Salesforce Administrator, Platform App Builder); AI-related certifications preferred., • A basic understanding of API and systems integrations.Preferred Qualifications:, • Experience with Experience Cloud and MuleSoft, especially for partner portals and integrations., • Background in green energy, financial services, mortgage, or payment solutions., • Preferred experience with Salesforce Data Cloud and AgentForce.

Job DescriptionAbout GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. Position Summary GoodLeap is seeking two Salesforce Developers to support the ongoing enhancement of GoodLeap’s Salesforce platform. Sitting together on the Consumer Solutions and Mortgage Sales squad, this role will support either Mortgage Sales or Consumer Solutions enhancements respectively. Salesforce developers on our team work closely with the Solution Analyst, Engineering Manager, peer developers, and peer technology teams to design, develop, and deploy new or enhanced functionality across two instances of Salesforce. The person in this role will develop solutions using a mix of custom code and low-code development, utilizing declarative tools when possible. Engineers who fit our team take ownership of their work end to end, are highly curious, very engaged, and work to continuously hone their skills and continue learning. This is a hybrid role reporting one day a week into the nearest tech hub. Essential Job Duties and Responsibilities • Serve as one of the developers for two Salesforce environments supporting 1000+ users (Service Cloud, Sales Cloud, Financial Services Cloud, Experience Cloud), • Develop & implement Technical Designs for development projects using a combination of out of the box features and custom code., • Architect enhancements to data model and data flow., • Build custom apps and objects, flows, custom views, and other content of intermediate complexity., • Continually assess the impact of new requirements on Salesforce and on all upstream and downstream applications, systems and processes., • Complete evaluation, scope and deployment of new development requests, using APEX code, Visualforce, LWC, Aura, Data Cloud, Agentforce, Omnistudio, and Experience Cloud portal., • Collaborate with developer team members by participating in refinement sessions, technical discussions, and independently performing code reviews., • Observe health of services, perform system audits, prepare for upgrades, manages data feeds and other integrations as applicable., • Act as the liaison between our users, vendors and the application development teams; Works independently and collaboratively alongside the Solution Analyst and Engineering team members.Required Skills, Knowledge and Abilities, • Minimum 5 years of experience as a Salesforce Developer, • Salesforce Platform Developer 1 Certified required, • Advanced experience with low-code Salesforce capabilities, • Proficient with Salesforce Lightning Design System, Apex, LWC, Visualforce,, • SOQL/SQL, and JavaScript, • Experience developing and managing API Integrations, MuleSoft experience desired, • Experience with Git, Github, and CI/CD, • A demonstrated ability to understand and articulate requirements, • Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards, • Proactive, creative and analytical thinker with strong problem-solving skills with a bias toward action, • Must demonstrate exceptional verbal and written communication skills and ability to communicate effectively at all levels of the organization, • Ability to coordinate work with geographically dispersed project team – Zoom/ Slack/ Email connectivity & presence balanced with the ability to get things done is required., • Proven ability to design and implement new processes and facilitate user adoption, • Experience working with large data sets and bulkification, • Previous experience working in a SCRUM or agile environmentPreferred Qualifications, • Hands-on experience with Financial Service Cloud, • Experience with Agentforce, Data Cloud, MuleSoft, and Omnistudio capabilities, • Background in green energy, financial services, mortgage, or payment solutions, • Additional Salesforce certifications e.g. Certified Agentforce, Salesforce, • Administrator, Certified Javascript Developer preferred

Job Description Who We Are: SmithRx is a rapidly growing, venture-backed Health-Tech company. Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next-generation drug acquisition platform driven by cutting edge technology, innovative cost saving tools, and best-in-class customer service. With hundreds of thousands of members onboarded since 2016, SmithRx has a solution that is resonating with clients all across the country. We pride ourselves for our mission-driven and collaborative culture that inspires our employees to do their best work. We believe that the U.S healthcare system is in need of transformation, and we come to work each day dedicated to making that change a reality. At our core, we are guided by our company values: • Integrity: Do the right thing. Especially when it's hard., • Courage: Embrace the challenge. The Adjudication Analyst will operate as a part of SmithRx's growing Customer Support Team. In this role, you will work cross-functionally with our business and technology organizations to develop and implement streamlined solutions to platform workflows. You will assist the team in designing processes to support integral PBM adjudication analytics that contribute to the ongoing success of the SmithRx solution. Our goal is to assist our business partners and effectively champion a robust, accurate and cost-effective PBM adjudication solution for our clients and members. What will you do: • Serve as customer support to internal stakeholders to provide front-line technical and analytical resolution on the SmithRx adjudication platform and all of its components for (1) eligibility, (2) plan design, (3) claims adjudication and (4) accumulator data file exchange., • Address planned and unplanned escalation issues related to adjudicated claims and data sharing inquiries submitted by our internal business partners., • Perform troubleshooting of all mission-critical adjudication issues to triage and resolve issues in a timely manner., • Perform in depth analysis of claims data inconsistencies and develop output reports detailing resolution and data validation, • Partner closely with our Plan Operations and Account Management organizations to ensure that all of their data-related needs are met, • Collaborate with business partners and engineering to create streamlined processes for customer issue resolution, • Bachelor's degree or equivalent experience preferred, • At least 2+ years of claims processing, medical billing, healthcare benefits, pharmacy benefits, and/or commercial health insurance experience required, • EDI experience preferred, • Intermediate skill in SQL (preferably PostgreSQL) required, • Intermediate skill in Microsoft Excel, • Robust analytical skills, ability to think critically about data, • Curiosity and excitement to learn deeply about pharmacy adjudication under the guidance of industry-leading experts, • Strong communication skills, both in-person and written, • Self-starter mentality: ability to make informed decisions, find creative approaches to difficult challenges, and deliver on commitments, • Execution-focused ethos - you are a solutions-oriented problem solver and efficiency driven, • Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance, • Flexible Spending Benefits, • 401(k) Retirement Savings Program, • Short-term and long-term disability, • Discretionary Time Off, • 13 Paid Holidays, • Wellness benefits- Spring Health, Gympass, and Headspace, • Commuter Benefits, • Paid Parental Leave benefits, • Employee Assistance Program (EAP), • Well stocked kitchen in office locations, • Professional development and training opportunities