Kareo acquired DoctorBase’s patient engagement software in March 2015. In 2016, Kareo launched the first complete platform for independent medical practices. The system includes three modules (Clinical, Billing, and Engagement software) in one easy to use online platform to help healthcare providers run more efficient and profitable practices. I led Kareo’s Patient Engagement product and took it from standalone system to a fully integrated product.• Led cross-functional teams of designers, engineers, trainers, product marketers and other stakeholders in successful monthly feature releases• Developed, maintained, and curated a roadmap for high, medium, low impact features as well as order of operations to facilitate a smooth transition of product• Worked closely with Product Marketing on GTM strategy and positioning for sales enablement: base and net new customers• Analyzed and merged complex data sets to determine where and how to maximize acquisition and retention of customers• Maintained close relationships with heads of all customer facing departments and provided product specific training as needed: support, onboarding/success, sales, and retention teams• Conducted numerous customer interviews and developed the first beta program• Created user stories, requirements, wireframes, and customer journey maps• Participated in engineering stand-up, sprint planning and backlog grooming as wellas retrospectives• Created a process for success and support teams to triage, document, and resolve or report customer reported bugs and issues• Reduced churn and increased sales month over month post migration of customers

DoctorBase was a software application that helped private practice doctors better engage with and retain patients. As part of the founding team, I helped turn an idea into a commercially viable product that connected millions of patients with thousands of providers on a daily basis.• Managed all day-to-day operations and teams, including sales, support and success, accounting, finance, marketing, and engineering• Led efforts to integrate our product with legacy on site server-based practice management systems• Worked with engineering to solve complex technical problems to ensure system health and customer satisfaction (integrations, installations, server scaling, etc.)• Developed a nuanced onboarding process that involved sales and success teams working together to address customer specific needs to ensure success and retention of customers• Built and maintained a comprehensive overall company health KPI dashboard• Developed numerous pricing models and sales compensation plans• Was responsible for all budgeting and forecasting, maintaining corporate records,and capitalization table• Performed all high-profile product demos during fundraising, enterprise sales, andduring acquisition process• Defined customer success metrics and labeling system to quickly determine betweenhealthy and at-risk customers• Created customer dashboard and ROI calculator to enable customers to track theirown usage and see in real-time the effectiveness of the system on their business• Helped build and maintain a comprehensive deferred revenue schedule• Responsible for all customer billing