Anagram is the ultimate insurance billing platform for eye care providers. Combining instant eligibility and benefit verifications, patient responsibility calculation, claims management, payment posting, and more, Anagram's all-in-one revenue cycle management solution is designed to save providers time and money, and free doctors to deliver the best care for their patients. Our mission is to simplify insurance, and it's working: over 2,000 eye care professionals rely on Anagram to manage their insurance billing.

Founded in 2014, Anagram is the largest and fastest-growing insurance billing platform for eye care providers in America and processes hundreds of millions of dollars each year.

About You

As a Solutions Consultant at Anagram, you’ll play a key role in helping eye care practices evaluate and adopt a better way to manage insurance billing. This role exists to guide prospective customers through structured pilot programs that demonstrate the operational and financial value of Anagram and help convert successful evaluations into long-term customers.

You thrive at the intersection of sales, product, and customer experience. You’re comfortable working alongside Account Executives during the sales process, helping practices understand how Anagram fits into their real-world workflows while ensuring pilot programs are implemented smoothly and deliver clear outcomes. You understand that Sales is about helping people achieve their goals and alleviate pain. You thrive in helping professionals look like heroes in their organization.

You’re organized, execution-focused, and comfortable working directly with doctors, office managers, and billing teams. You know how to guide customers through onboarding, training, and evaluation milestones while keeping pilots on track. Internally, you collaborate closely with Sales, Product, and Customer Success to ensure pilots run smoothly and that customer feedback helps improve both the product and how we bring it to market.

What We’re Looking For:

• Experience in a Solutions Consultant, Solutions Engineer, Sales Engineer, Implementation, or Technical Customer Success role

• Experience supporting SaaS sales processes, pilot programs, or proof-of-concept implementations

• Strong project management skills with the ability to manage timelines and multiple customer pilots simultaneously

• Excellent communication and presentation skills with both technical and non-technical audiences

• Experience leading client onboarding, training, or product adoption initiatives

• Ability to translate complex workflows into clear, practical solutions for customers

• Comfort collaborating closely with Sales teams to support deal progression

• Experience working with CRM systems (HubSpot, Salesforce, or similar)

What You’ll Do

• Partner closely with Account Executives to support enterprise sales opportunities that require pilot programs or deeper product validation

• Own the end-to-end execution of enterprise pilot programs, including kickoff, timelines, success criteria, and evaluation milestones

• Lead onboarding and training to ensure practice teams can effectively adopt the Anagram platform

• Provide workflow guidance and operational support to help practices integrate Anagram into existing processes

• Monitor pilot progress and keep programs aligned with deal timelines and customer decision milestones

• Drive engagement across clinical, operational, and billing stakeholders throughout the pilot

• Demonstrate operational and financial value to support conversion of successful pilots into long-term customers

• Gather feedback from pilot participants and share insights with Product, Sales, and Leadership teams

• Document pilot outcomes and develop repeatable processes to improve future enterprise pilot success

• Play a critical role in the sales organization by helping convert enterprise pilots into closed deals, with performance incentives tied to successful pilot outcomes and revenue impact

Preferred

• Experience working at an early-stage or high-growth SaaS startup

• Experience supporting healthcare practices or healthcare technology solutions

• Familiarity with insurance, vision benefits, or medical billing terminology

• Experience working with EHR or practice management systems common in optometry or vision care

Anagram offers employees:

• Industry-leading compensation, including salary and equity ownership

• MacBook, monitor, and all the technologies you need to succeed

• Full Medical & Dental Insurance

• Unlimited PTO

• 401k

• Remote first company

• Fast-paced startup environment

Anagram is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by applicable law.