We are a leader in specialty healthcare technology solutions.
We’re committed to hiring and retaining talent, which is why we invest in our employees through competitive pay, a generous bonus structure, great healthcare, a comprehensive wellness program, and many other benefits.
If you are a software engineer, finance or accounting professional, customer support specialist, or a business development expert with a passion for healthcare technology (just to name a few), we want to hear from you.
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics are encouraged to apply. If you are a candidate in need of assistance or an accommodation in the application process, please contact [email protected].
Job Summary
The Finance Business Partner role is a manager level role centered on collaboration, insight generation, and operational impact. This role interfaces directly and often with line-of-business leaders to optimize operations, identify and execute revenue growth opportunities, and guide pricing and strategic decisions. This position emphasizes partnering with business owners, building their financial acumen, and enabling data-driven decision-making.
You will work closely with the Enterprise BI team to co-create datasets and dashboards, ensuring leaders have timely, actionable intelligence. Success looks like measurable improvements in unit economics, conversion/retention, services margin, pricing effectiveness, and overall operational efficiency.
All activities must be in compliance with Equal Employment Opportunity laws, HIPAA, ERISA and other regulations, as appropriate.
Essential Functions
Business Partnering & Decision Support:
Serve as the primary finance point of contact for designated business units and product lines
Translate business questions into analytical frameworks and provide clear, actionable recommendations
Build financial fluency across business owners—coach leaders on drivers, unit economics, and trade-offs
Partner with central FP&A and Accounting for forecast inputs, variance narratives, and ad hoc executive readouts
Revenue & Enablement
Analyze recurring revenue (ARR/MRR), churn/retention, expansion, and upsell dynamics; develop insights to improve growth quality
Partner with Sales/CS on pipeline health, pricing/discounting discipline, and customer/product economics
Support go-to-market motions with cohort and product analyses, segmentation, and performance diagnostics
Pricing & Strategic Projects
Support pricing strategy, packaging, and monetization initiatives, including post-launch performance reviews
Conduct SKU-level profitability analysis to identify underperforming products and opportunities for margin improvement
Develop pricing frameworks for new SKUs, including tiered pricing, bundling strategies, and value-based pricing models
Partner with Product and Sales to rationalize SKU portfolio, eliminating low-value SKUs and consolidating overlapping offerings
Monitor price realization and discounting trends across SKUs; implement guardrails to protect margin integrity
Lead packaging optimization initiatives to align offerings with customer segments, improve attach rates, and drive upsell/cross-sell
Co-create datasets and dashboards with Enterprise BI; refine metric definitions and governance for ARR, churn, cohort KPIs, services utilization/margins, pipeline conversion, and customer health
Collaborate with BI to create SKU performance dashboards, tracking adoption, revenue contribution, and profitability by segment
Drive metric literacy and adoption across the organization; ensure “single source of truth” alignment
Minimum Requirements
Business Partnering & Decision Support:
Serve as the primary finance point of contact for designated business units and product lines
Translate business questions into analytical frameworks and provide clear, actionable recommendations
Build financial fluency across business owners—coach leaders on drivers, unit economics, and trade-offs
Partner with central FP&A and Accounting for forecast inputs, variance narratives, and ad hoc executive readouts
Revenue & Enablement
Analyze recurring revenue (ARR/MRR), churn/retention, expansion, and upsell dynamics; develop insights to improve growth quality
Partner with Sales/CS on pipeline health, pricing/discounting discipline, and customer/product economics
Support go-to-market motions with cohort and product analyses, segmentation, and performance diagnostics
Pricing & Strategic Projects
Support pricing strategy, packaging, and monetization initiatives, including post-launch performance reviews
Conduct SKU-level profitability analysis to identify underperforming products and opportunities for margin improvement
Develop pricing frameworks for new SKUs, including tiered pricing, bundling strategies, and value-based pricing models
Partner with Product and Sales to rationalize SKU portfolio, eliminating low-value SKUs and consolidating overlapping offerings
Monitor price realization and discounting trends across SKUs; implement guardrails to protect margin integrity
Lead packaging optimization initiatives to align offerings with customer segments, improve attach rates, and drive upsell/cross-sell
Co-create datasets and dashboards with Enterprise BI; refine metric definitions and governance for ARR, churn, cohort KPIs, services utilization/margins, pipeline conversion, and customer health
Collaborate with BI to create SKU performance dashboards, tracking adoption, revenue contribution, and profitability by segment
Drive metric literacy and adoption across the organization; ensure “single source of truth” alignment
Preferred Qualifications
Minimum 5-7+ years of experience in finance, analytics or strategy roles
Demonstrated success influencing senior business leaders and driving measurable operational or commercial outcomes
Strong proficiency with financial modeling, scenario analysis, and unit economics
Software/SaaS experience with recurring revenue models (ARR/MRR), implementation/professional services, and related revenue streams highly preferred
Comfort with data tools including strong MS Excel skills and partnering with BI/analytics teams; adept at defining metrics and working with or building dashboards
Demonstrated experience in utilizing data and analytical tools (e.g. Power Query, Power BI, SQL, etc.) to improve manual or Excel-based work
Continuous improvement mindset including solution seeking and personal skills development
Excellent communication skills and ability to distill complexity into clear narratives and recommendations
Ability to work cross functionally and build trusted relationships throughout the company
Extremely organized with the ability to prioritize activities, manage timelines, and effectively deliver results withing a fast-paced environment
Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or a related field
Preferred Qualifications
MBA or relevant graduate degree preferred
Experience working with private equity stakeholders
SaaS technology, Healthcare IT or healthcare services industry experience preferred
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