Engagement Leader

Day-to-Day Account Ownership (50%) 

• Own the day-to-day relationship with health system counterparts across BD, Strategy, and Analytics — maintaining meeting cadences, following up on open items, and identifying relationship signals (positive and negative) before they escalate 

• Prepare all client-facing deliverables: executive presentations, opportunity analyses, QBR materials, and progress narratives that translate Meridian’s analytical output into a compelling story for health system leadership 

• Coordinate with the delivery team — Strategic Value Office and BD Activation — to ensure their work product is sequenced and framed for maximum impact in the client relationship, translating analytical output into client-facing formats 

• Track engagement health across all active workstreams: monitor milestone progress, flag adoption risks early, and surface issues to the Head of Engagement before they reach the CFO relationship 

• Maintain Salesforce hygiene for your accounts: keep pipeline data, engagement milestones, and key contacts current so the broader commercial team has accurate visibility 

Deliverable Development & Analytical Coordination (30%) 

• Work with the Strategic Value Office to define the analytical questions each client conversation requires — what does this CFO need to see to believe the opportunity is real? What attribution methodology will hold up to scrutiny? 

• Translate delivery team output into executive-ready narratives: take the financial models, leakage analyses, and attribution data and build the presentation layer that makes them actionable for health system leadership 

• Manage the deliverable calendar for your accounts: track what’s in progress, what’s due for which meeting, and ensure the delivery team has adequate lead time to produce work at the quality the engagement requires 

• Develop account-specific materials that establish Clarify’s credibility with new stakeholders — opportunity sizing, leakage analyses, and preliminary business cases that open doors deeper into the health system 

Engagement Strategy & Executive Preparation (15%) 

• Prepare the Head of Engagement for major CFO and C-suite conversations: develop briefing documents, anticipate objections, and ensure every executive touchpoint is positioned to advance the engagement 

• Map and maintain the stakeholder landscape for your accounts: understand who influences decisions, who has concerns, and how the political dynamics between BD, Strategy, Finance, and Clinical leadership affect the engagement 

• Identify expansion opportunities within your portfolio — new service lines, geographies, or stakeholder relationships that could deepen the partnership and increase the realized dollars tied to your variable comp 

• Support finalist sales conversations for new accounts as capacity allows, contributing to the business case and credibility-building that converts prospects to development partners  

Playbook & Practice Development (5%) 

• Document what works: capture engagement approaches, client objection handling, delivery sequencing decisions, and QBR formats into reusable templates that will define the Engagement Leader playbook as Clarify scales to 8–12 accounts 

• Contribute to the continuous improvement of how Meridian engagements are structured — your ground-level experience with the first development partnerships will directly shape the model that future Engagement Leaders inherit 

Must-haves: 

• 5–8 years of experience in healthcare strategy, consulting, or health system operations — with at least 2–4 years leading client-facing work or owning relationships on multi-stakeholder engagements 

• Health system domain fluency — understands how health systems are organized, how BD and strategy teams operate, and the basics of FFS and APM economics well enough to hold credible conversations with VP-level health system counterparts 

• Client relationship ownership experience — has been the primary point of contact for a client or institutional relationship; not just a deliverable contributor but the person responsible for relationship continuity and stakeholder management 

• Executive-quality work product — can build and present polished executive presentations, analytical narratives, and progress materials that hold up in rooms with C-suite health system executives 

• Cross-functional coordination without formal authority — has aligned teams across functions they didn’t own to produce coordinated output; comfortable influencing through relationship and clarity of direction rather than org chart authority 

• Structured problem-solving and analytical fluency — can break down a complex health system challenge, frame the right analytical questions, and translate quantitative output into a compelling narrative for a non-technical executive audience 

• Travel flexibility — 30–40% onsite across 1–2 health system accounts is non-negotiable for this model 

 Strongly preferred: 

• Healthcare consulting background at Advisory Board, Sg2, Chartis, Huron, Kaufman Hall, or similar provider strategy practice — 2–4 years leading or co-leading client engagements 

• Direct experience with health system BD strategy, network development, referral leakage analysis, or physician alignment programs — has done this work, not just studied it 

• Familiarity with APM programs — MSSP, ACO REACH, TEAM bundles, or commercial VBC contracts — and how they affect health system BD priorities 

• Prior experience at a health system in a strategy, operations, or network development role — understands the institutional dynamics from the inside 

• Comfort with data-driven engagement delivery — has worked with analytical teams to produce client-facing output and understands how to translate quantitative findings into a strategic narrative 

 Nice-to-have: 

• MBA from a top program with a healthcare strategy focus 

• Experience at a health tech company in a client-facing strategy or customer success role — understands both the health system buyer and the vendor delivery model 

• Familiarity with referral management analytics, physician incentive programs, or VBC performance reporting 

• Competitive compensation: $250–350K total comp (base + variable tied directly to Clarify cash collected from your portfolio) + equity — your upside scales directly with account performance 

• Quality health insurance 

• Traditional 401(k)plan 

• Vision, dental, disability, and life insurance 

• Flexible Spending Accounts and Commuter Benefits 

• Generous PTO 

• Monthly wellness stipend 

• The opportunity to be the first Engagement Leader at Clarify — defining what this role looks like, building the playbook, and growing into an expanded portfolio and team leadership as the function scales 

• Direct exposure to health system CFOs, Chief Strategy Officers, and BD leadership at some of the largest integrated delivery networks in the country 

• A clear path to Head of Engagement as Clarify scales to 8–12 accounts, and the function requires its own dedicated leader 

• Work alongside mission-driven colleagues committed to improving patient care through better referral orchestration and health system performance