Lead Forward Deployed Automation Strategist

Define Ventures; United States; On-site; USD 115,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision, life, and ADP

401K with company match

Flexible spending and health savings

Flexible time off & holidays

Up to 14 weeks parental leave

Pet insurance

Job summary

Cohere Health is seeking a Lead Forward Deployed Automation Strategist to drive a robust prior authorization automation program for PaaS clients. You will translate client requirements into technical blueprints and collaborate with Product, Development, Design, and Engineering to scale and enhance functionality.

You’ll analyze authorization data, build dashboards using BI tools, and ensure client KPIs are met across the customer lifecycle, while enjoying a fully remote role with travel about 5%.

Qualifications

• 8+ years in a client-facing role with proven engagement and value delivery.
• Understanding of U.S. healthcare systems, terminology, workflows, and regulations.
• Ability to navigate ethical dilemmas in healthcare data management and analysis.
• Proficiency with dashboards and BI tools (Tableau/Power BI); SQL for data extraction.
• Ability to guide customers with deep product knowledge to drive platform value.
• Experience aligning KPIs with cross-functional teams.

Responsibilities

• Consult PaaS clients to design an optimal decision automation program maximizing platform value.
• Translate complex client requirements into technical blueprints for development teams.
• Collaborate with Product, Development, Design, and Engineering to scope new functionality.
• Develop roadmaps for continuous improvement of decision automation performance.
• Analyze authorization data and build analytics reports for stakeholders.
• Ensure client KPIs are met and end-to-end automation succeeds for each client.
• Identify opportunities to scale and improve consultation workflows.

Skills

Client-facing experience

Healthcare domain knowledge

Data analysis & KPI definition

Cross-functional collaboration

Product understanding

Ethical data management

Executive communication

Bachelor’s degree

Education

Bachelor’s degree

Tools

Tableau

Power BI

SQL

Excel

Job description

Opportunity Overview:

We are looking for a Lead Forward Deployed Automation Strategist to play a key role in delivering value for our Platform-as-a-Service (PaaS) customers. Reporting into our Senior Manager, PaaS Value Delivery, you will be part of a small, fast-paced team working directly with clients to strategically design, execute, and maintain a robust prior authorization decisioning automation program. Ultimately, the work you do will have a direct impact on the growth of the company and our ability to assist more patients at a time in their healthcare journey when they need help most.

What you’ll do:

• Consult Platform-as-a-Service (PaaS) clients on designing an optimal decision automation program that maximizes platform value
• Translate complex client requirements into a detailed technical blueprints for development teams to leverage when implementing new clients
• Collaborate with Product, Development, Design, and Engineering teams in scoping new functionality, or enhancing existing functionality, to meet client automation needs
• Develop strategic roadmaps related to continuous improvement of decision automation performance in order to drive increased value for clients
• Analyze authorization data and leverage data visualization softwares to build and maintain analytical reports that inform internal and external stakeholders on platform performance
• Ensure client’s KPIs are met and ensure end-to-end automation success for each client through each stage of customer lifecycle
• Identify opportunities to scale and improve consultation workflows

What you’ll need:

• 8+ years experience working in a client facing role; Demonstrated expertise in building client relationships and driving client engagement, value, and satisfaction
• Understanding of healthcare systems, medical terminologies, clinical workflows, and regulations
• Ability to navigate ethical dilemmas in healthcare data management and analysis while upholding professional standards and integrity
• Advanced Proficiency in Excel and PowerPoint; Proficiency with building and/or maintaining dashboards in self-service business intelligence tools such as Tableau or PowerBI; Proficiency with using SQL to extract insights from complex healthcare data sets
• Ability to develop deep product expertise and leverage it to guide customers, solve strategic issues, and optimize platform value
• Experience interfacing with internal, cross-functional stakeholders and colleagues on the development and definition of KPIs and product enhancements
• Passionate about improving the U.S. healthcare system and helping ensure every patient receives the best care possible
• Bachelor’s degree

Pay & Perks:

• Fully remote opportunity with about 5% travel
• Medical, dental, vision, life, disability insurance, and Employee Assistance Program
• 401K retirement plan with company match; flexible spending and health savings account
• Flex time off + company holidays
• Up to 14 weeks of paid parental leave
• Pet insurance
• The salary range for this position is $115,000 to $130,000 annually; as part of a total benefits package which includes health insurance, 401k and bonus. In accordance with state applicable laws, Cohere is required to provide a reasonable estimate of the compensation range for this role. Individual pay decisions are ultimately based on a number of factors, including but not limited to qualifications for the role, experience level, skillset, and internal alignment.

Interview Process*:

1. Connect with Talent Acquisition for a Preliminary Phone Screening
2. Meet your Hiring Manager!
3. Case Study and Presentation
4. Behavioral Interview
5. Executive Interview

*Subject to change

About Cohere Health:

Cohere Health’s clinical intelligence platform delivers AI-powered solutions that streamline access to quality care by improving payer-provider collaboration, cost containment, and healthcare economics. Cohere Health works with over 660,000 providers and handles over 12 million prior authorization requests annually. Its responsible AI auto-approves up to 90% of requests for millions of health plan members.

With the acquisition of ZignaAI, we’ve further enhanced our platform by launching our Payment Integrity Suite, anchored by Cohere Validate™, an AI-driven clinical and coding validation solution that operates in near real-time. By unifying pre-service authorization data with post-service claims validation, we’re creating a transparent healthcare ecosystem that reduces waste, improves payer-provider collaboration and patient outcomes, and ensures providers are paid promptly and accurately.

Cohere Health’s innovations continue to receive industry wide recognition. We’ve been named to the 2025 Inc. 5000 list and in the Gartner® Hype Cycle™ for U.S. Healthcare Payers (2022-2025), and ranked as a Top 5 LinkedIn™ Startup for 2023 & 2024. Backed by leading investors such as Deerfield Management, Define Ventures, Flare Capital Partners, Longitude Capital, and Polaris Partners, Cohere Health drives more transparent, streamlined healthcare processes, helping patients receive faster, more appropriate care and higher-quality outcomes.

The Coherenauts, as we call ourselves, who succeed here are empathetic teammates who are candid, kind, caring, and embody our core values and principles. We believe that diverse, inclusive teams make the most impactful work. Cohere is deeply invested in ensuring that we have a supportive, growth-oriented environment that works for everyone.

We can’t wait to learn more about you and meet you at Cohere Health!

Equal Opportunity Statement:

Cohere Health is an Equal Opportunity Employer. We are committed to fostering an environment of mutual respect where equal employment opportunities are available to all. To us, it’s personal.

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