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BrainWorks has been exclusively retained to place a VP of Digital Technology for a private equity-backed, multi-site healthcare platform undergoing significant commercial and digital transformation. This is a platform-level leadership role responsible for owning and improving how leads convert into booked appointments, completed visits, and revenue across two complementary dental business lines: a high-growth urgent care platform (25+ locations) and a cosmetic dentistry business focused on higher-ticket procedures.
Today, the business generates meaningful demand but lacks clear visibility into how that demand converts. Approximately 80% of bookings occur through a call center, with fragmented systems across EMR, scheduling, telephony, and digital channels limiting attribution, tracking, and optimization.
This is not a traditional marketing role, and it is not a traditional IT role. This is a technology leadership role focused on commercial systems — owning the platforms, integrations, and vendor ecosystem that determine how leads are captured, routed, tracked, booked, and converted.
The mandate is to diagnose where the funnel is breaking, work directly within existing systems and vendors, and materially improve booking, conversion, and revenue performance without defaulting to full system replacement.
This role requires a hands-on, player-coach operator who can work directly inside systems, understand how data flows across platforms, and configure technology to improve performance. The position sits on the executive leadership team, with direct visibility to executive leadership and private equity sponsors.
KEY RESPONSIBILITIES
Growth & Demand Generation
Own and optimize the end-to-end commercial funnel across both urgent care and cosmetic dentistry platforms—from lead generation through call handling, appointment booking, conversion, and revenue capture
Identify where the funnel is breaking and work directly within systems to improve performance
Drive measurable improvements in booking rates, show rates, and overall conversion through system and process changes
Attribution & Analytics
Build end-to-end funnel visibility where it does not exist today, connecting lead sources to bookings, visits, and revenue across multiple systems
Establish attribution across digital, call center, and offline channels
Create actionable reporting that reflects how data actually flows through systems, not just top-level dashboards
Call Center & Telephony Systems
Own and optimize call center technology, which currently drives ~80% of bookings
Improve call routing, tracking, attribution, booking workflows, and conversion rates
Ensure telephony systems are properly integrated with CRM, scheduling, and downstream revenue systems
Technology & Vendor Ecosystem
Evaluate and optimize the existing technology stack, including CRM, EMR/EHR, scheduling platforms, and call center systems
Work directly with vendors to understand system capabilities and unlock existing functionality before introducing new tools
Identify where systems are underutilized or misconfigured and implement fixes at the platform level
Avoid unnecessary “rip and replace” decisions by first improving how current systems are configured and connected
Systems Integration & Data Flow
Understand how data moves across fragmented systems and resolve gaps between lead capture, call center activity, scheduling, and revenue
Connect systems to create a usable, end-to-end view of the funnel
Address limitations within EMR/EHR platforms, particularly around scheduling and data extraction
Digital Experience & Self-Scheduling
Expand digital scheduling and self-service booking capabilities to reduce reliance on manual call center processes
Introduce modern scheduling tools that improve conversion and user experience beyond native EMR capabilities
Improve the customer journey from search to booking to visit to payment
Consumer Financing Systems
Own and optimize financing workflows, a critical conversion driver
Improve approval rates, speed, and experience across lender integrations
Ensure financing systems are properly integrated into the overall funnel and do not create drop-off
AI & Automation
Introduce practical AI and automation across call routing, scheduling, and follow-up workflows
Identify opportunities to improve efficiency and conversion through automation within existing systems
Leadership & Cross-Functional Partnership
Serve as a key member of the executive leadership team, contributing to business strategy and platform integration
Partner with marketing, operations, clinical, and finance teams to align system performance with business outcomes
Operate as a player-coach, remaining hands-on in systems while building and leading a team
REQUIRED QUALIFICATIONS
10+ years of progressive experience in digital, growth technology, or revenue systems roles
Demonstrated experience owning and improving conversion after the lead is generated, not just driving demand
Hands-on experience working directly within systems such as CRM, call center/telephony platforms, scheduling tools, or similar
Proven ability to diagnose where systems and data flows are breaking and implement solutions that improve funnel performance
Experience working with vendor platforms and configuring systems to improve outcomes, not just managing third parties
Strong understanding of how data flows across fragmented systems and how to connect those systems for better visibility and performance
Experience operating in private equity-backed, venture-backed, or high-growth environments ($50M–$500M revenue)
Proven ability to operate as a player-coach with direct system-level involvement
NICE-TO-HAVE
Experience with consumer financing, payments, or point-of-sale lending workflows
Background in multi-site consumer services such as fitness, med spa, urgent care, dental, or franchise environments
Exposure to EMR/EHR systems and working around limitations in clinical platforms
Experience implementing automation or AI within customer-facing systems
Experience scaling operations across a growing multi-location footprint
WHAT SUCCESS LOOKS LIKE
Clear, system-driven visibility into the full funnel from lead to revenue
Improved booking rates, conversion rates, and overall revenue performance driven by system optimization
Reduced dependence on manual, call center-heavy processes through better technology and automation
Effective use of existing systems and vendors to support growth and scale
A connected, scalable technology foundation capable of supporting expansion from a regional footprint to a national platform
DISCLAIMERS
In accordance with applicable federal, state, and local pay transparency and fair hiring laws, the target annual base salary range for this position is $225,000 – $265,000 + bonus & potential equity.
Final compensation will be determined based on several factors, including but not limited to relevant experience, education, skills, qualifications, internal equity, and work location. This position may also be eligible for additional forms of compensation including bonus and equity participation, as well as a comprehensive benefits package provided by the hiring employer. Benefits may include medical, dental, vision, life insurance, disability coverage, 401(k) or retirement plan, paid time off, and other employee programs.
All hiring decisions are made by the hiring employer, which is expected to comply with all applicable federal, state, and local employment laws and verification requirements. BrainWorks complies with all applicable employment laws and encourages employers to provide reasonable accommodations for qualified individuals with disabilities throughout the application and employment process.
Finalists for this role will be asked to complete a cognitive and behavioral assessment as part of the client's evaluation process.
Position ID: 59184761123
Seniority level
Executive
Employment type
Full-time
Job function
Information Technology
Industries
Wellness and Fitness Services, Consumer Services, and Personal and Laundry Services
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