Explorer (Level 1) — Uses AI daily to boost personal productivity

Builder (Level 2) — Creates workflows and tools that elevate the whole team

Integrator (Level 3) — Embeds AI into products and processes at scale

Serve as the primary point of contact and advocate for partners following the initial sales phase.

Define and execute the operational strategy for partners, providing day-to-day support throughout the partner lifecycle with a focus on driving enrollment, engagement, renewals, and successful integrations.

Operate cross-functionally across Implementation, Customer Success, and Partner Operations based on business needs and partner lifecycle stage.

Partner closely with clinical, operational, and technology teams to represent partner needs and support the selection and integration of clinical solution partners.

Act as a subject matter expert for Partner Success, supporting the development of ecosystem partnerships by working with senior leadership, Platform, and Ecosystem teams to evaluate, select, and collaborate with partners, and help build business cases for new partnerships.

Create processes, documentation, and training materials to enable Customer Success teams to effectively support clients through the partner channel and identify expansion opportunities.

Support Channel Sales by contributing to sales enablement materials and educating sales teams on partner capabilities and positioning.

Develop and deliver quarterly and annual business reviews with Channel Sales, and ensure timely delivery of partner reporting, performance metrics, and operational updates.

Troubleshoot operational, reporting, eligibility, and integration issues, and coordinate with internal teams to drive resolution.