Teams at Included Health

Manages customer billing, accounts receivable, collections, contract-to-billing setup, invoice reviews, disputes, reconciliations, and cash reporting. Supports revenue close, accruals, journal entries, audits, internal controls, and billing-system improvements. Partners cross-functionally with Sales, Client Success, Revenue Operations, Accounting, Data, Engineering, and technical teams to resolve billing issues, validate implementations, and improve quote-to-cash processes.

Leads accounting operations and a high-performing team, overseeing monthly close, financial reporting, technical accounting, equity, leases, assets, intercompany transactions, tax deliverables, audits, and M&A integrations. Serves as the Workday accounting expert, supports IPO readiness, partners with cross-functional stakeholders, develops accounting policies and memos, and drives process improvements through AI and systems optimization.

Manage a portfolio of enterprise clients, driving retention, upsell, renewals, NPS, utilization, and ROI. Develop client strategies, conduct business reviews, manage escalations and onboarding, and serve as a trusted executive advisor. Collaborate cross-functionally on engagement, marketing, implementation, and contractual commitments. Mentor customer success colleagues and maintain accurate CRM documentation.