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Elation Health

Cloud-based EHR for small clinics

Principal Key Accounts

Full-TimeUpdated on 10/23/2026
$155k - $185k+ Bonus
Expert
Remote in USA
Remote
Sales & Account ManagementAccount Management

About the job

Requirements
  • At least 8 years in Customer Success, Strategic Account Management, or Consulting, including at least 3 years managing enterprise or key accounts at a SaaS company.
  • A demonstrable track record of retaining and growing complex, multi-stakeholder accounts.
  • Experience selling or co-selling expansion and partnering closely with Sales.
  • Ability to engage credibly with C-suite executives, including CMOs and CFOs, and build senior-level trust.
  • Strong business acumen, connecting customer outcomes to business value and using data to communicate that value.
  • Genuine curiosity about AI in healthcare, use of AI tools, and ability to discuss developments credibly and thoughtfully with clinical and operational leaders.
Responsibilities
  • Own the end-to-end success and growth of a portfolio of the company's largest strategic accounts, including gross revenue retention, net revenue retention, and expansion annual recurring revenue.
  • Develop and execute account plans reflecting customer business goals, organizational dynamics, and clinical priorities.
  • Identify and manage retention risks proactively, escalating cross-functionally and setting clear expectations with customers.
  • Build and maintain trusted relationships with C-suite and senior decision-makers, including chief medical officers, chief executive officers, chief operating officers, and clinical leaders.
  • Advise customers on how the platform can support long-term care delivery and business goals.
  • Lead executive business reviews to drive alignment, demonstrate value, and identify expansion opportunities.
  • Identify, develop, and close upsell and cross-sell opportunities in partnership with Sales.
  • Translate customer challenges and workflows into business cases for expanded product adoption.
  • Advocate internally for customer needs with Product, Engineering, and Operations, ensuring feedback informs the product roadmap.
  • Partner with Sales, Marketing, and Service teams to deliver cohesive customer-lifecycle experiences.
  • Contribute to frameworks and playbooks for engaging enterprise customers.
  • Own account metrics, including health scores, usage trends, risk signals, and expansion pipeline.
  • Communicate account status, risks, and opportunities to senior leadership with commercial context.
  • Maintain account documentation to support continuity and institutional knowledge.
Desired Qualifications
  • At least 3 years of experience in healthcare, with familiarity with primary care organizations, physician group dynamics, or health system operations.

About the company

Elation Health provides a cloud-based electronic health record (EHR) platform for small to mid-size clinics. It helps clinicians manage charting, e-prescribing, order lab tests, and other administrative tasks from a single screen. The system is designed to be easy to learn (less than an hour) and includes features like electronic faxes, appointment management, and clinical insights to support care decisions. Revenue comes from subscription fees for the software service. The platform aims to reduce administrative work and boost face-to-face time with patients by improving provider collaboration and streamlining workflows, rather than relying on hardware or on-premises software.

Company Size

201-500

Company Stage

Series D

Total Funding

$108.5M

Headquarters

San Francisco, California

Founded

2010

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Simplify's Take

What believers are saying

  • HealthBar chose Elation in August 2026 for 110,000 covered lives across employer sites.
  • Weave and DrFirst integrations in July and June 2026 expand engagement and medication adherence.
  • July 2026 releases added Patient Passport, ACH holds, and billing visibility for retention.

What critics are saying

  • Independent practices reported 80% financial-stability concern in Elation's April 2026 survey.
  • Ona, athenahealth, and Tebra target Elation's niche with broader AI-native workflow suites.
  • If Elation misfires on billing automation or voice agents, customers defect before 2027 renewals.

What makes Elation Health unique

  • Best in KLAS 2026 ranked Elation #1 for 1–10 physician ambulatory EMR/PM.
  • June 2026 Aster acquisition adds Atlas voice-agent automation for front-office primary-care workflows.
  • March 2026 PREVENT integration and August 2026 touchless billing deepen embedded AI inside one EHR.

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Benefits

  • Remote Work Options
  • Flexible Work Hours

Growth & Insights and Company News

6 month growth

-2%

1 year growth

0%

2 year growth

0%
MoneyMakers
Oct 16th, 2026
Elation Health adds beta payment posting to primary-care billing workflow.

Elation Health adds beta payment posting to primary-care billing workflow. Elation Health has added automated payment posting to its AI-assisted billing workflow for primary-care practices, connecting payment records to a process that starts with a clinician's signed visit note. The feature is in beta, and Elation says it will be available to new customers starting November 1, 2026. From visit note to payment record. Elation supplies electronic health record and billing software for primary-care practices. In its described workflow, a signed visit note informs draft billing codes; practice-set fees and claim checks are applied before a claim is sent. Connecting claim submission to payment records could reduce routine handoffs for practices using both its clinical and billing software. Practices can choose how much routine work proceeds automatically. Elation says partial payments, complex transactions and denied claims go to a person with an explanation and a recommended next step. Co-founder and CEO Kyna Fong presents the wider workflow as a way to reduce administration while clinicians focus on patients. What the beta does not establish. Elation's earlier fast-lane announcement described automated coding, claim review and submission for qualifying claims. Its billing help documentation describes an Auto-Post ERAs function, and a September product description also refers to automated electronic remittance advice posting. Those materials do not explain how the October beta differs technically or commercially from the existing posting function; Elation presents the new step as part of its connected note-to-payment workflow. Elation says practices' manual work per claim has fallen by more than 70% since March 2026 across its approach to billing. Its October announcement gives no sample size or calculation method and does not isolate savings attributable to the payment-posting beta.

HealthTech HotSpot
Aug 3rd, 2026
HealthBar selects Elation Health to power employer-based primary care at scale.

HealthBar selects Elation Health to power employer-based primary care at scale. Employer-focused primary care organization chooses Elation's open platform to support proactive care, occupational health workflows, and reporting across employer worksites SAN FRANCISCO-(BUSINESS WIRE)-Elation Health, the clinical-first technology platform for modern primary care success, today announced that HealthBar, an employer-focused primary care organization delivering onsite and virtual proactive, preventive care to dozens of employers and schools across the country, has selected Elation as its electronic health record (EHR) platform to support its continued expansion. As HealthBar has now expanded to serve nearly 70 employer partners representing approximately 110,000 covered lives, it needed technology designed to embrace its model built on access, network, and data. HealthBar sought a platform that could support employer reporting on engagement and utilization, occupational health workflows such as Department of Transportation (DOT) physicals and return-to-work documentation, and custom patient experiences built through open APIs. "When evaluating a new electronic health record platform, our priorities were clear: Improve clinical efficiency, simplify the user and end-user experience, strengthen data reporting, and enhance interoperability with our healthcare partners. Elation has exceeded those expectations," said Adam Sevensma, FNP-C, Director of Clinical Practice at HealthBar. "Its intuitive workflow and integrated AI capabilities have significantly improved the efficiency of our clinical encounters, allowing our clinicians to spend more time focused on patients. Equally important, the robust reporting functionality provides meaningful insights that accurately reflect the value-based, primary and preventive care HealthBar delivers to our employer partners and the communities we serve." "Primary care models succeed when technology supports clinicians without adding complexity," said Nik Trotta, President and COO of Elation Health. "HealthBar is showing how employer-based primary care can improve when care teams have workflows that reflect how care is actually delivered, and how an open, flexible foundation can extend that experience." HealthBar has already leveraged Elation's native AI tools to streamline documentation for its distributed care team, employer-aware scheduling and reporting to coordinate care across dozens of worksites, and open APIs to build custom workflows directly into the EHR rather than working around it. HealthBar is currently live on Elation across current locations in multiple states and is using the platform to support planned expansion into additional geographies across the United States. About Elation Health Elation Health is the clinical-first AI platform for modern primary care success. Trusted by more than 50,000 clinical users and 24 million patients, Elation's EHR and billing solutions combine proven clinical workflows with responsible, predictive AI purpose built for primary care. The company's clinical-first approach puts physicians at the center, delivering trusted, transparent innovation that saves time and sustains meaningful patient relationships. Elation Health is recognized as Best in KLAS for its commitment to excellence in primary care technology. Learn more at elationhealth.com and on LinkedIn. About HealthBar HealthBar partners with businesses and schools to reimagine healthcare through an integrated model built on Access, Network, and Data. By making care easy to access; connecting employees, families, and students to high-value healthcare resources; and delivering actionable data and insights, HealthBar helps organizations improve the healthcare experience while driving better health outcomes and measurable value. Through relationship-based care and customized clinical programs, HealthBar becomes an extension of each organization's culture, helping people thrive while strengthening the organizations they depend on.

HealthTech HotSpot
Jul 17th, 2026
Weave launches authorized integration with Elation Health, significantly reducing manual workflows for Primary Care practices.

Weave launches authorized integration with Elation Health, significantly reducing manual workflows for Primary Care practices. 80% of Healthcare Staff Spend at Least 30 Minutes a Day on Manual Data Entry - New Integration Gives That Time Back to Primary Care Teams LEHI, Utah-(BUSINESS WIRE)-#getweave - Weave (NYSE: WEAV), a leading AI-powered patient engagement and payments platform purpose-built for healthcare practices, today announced a new authorized integration with Elation Health, a leading clinical platform for independent primary care. The integration reduces manual work and improves operational efficiency by connecting patient communication directly to the practice's electronic health record (EHR). Independent and direct primary care practices often manage disconnected systems and manual processes that divert staff time from patient care. The Weave and Elation Health integration addresses that friction by automatically syncing patient and appointment data between the two platforms, creating a connected operational layer that automates communication across the patient journey. Manual data entry remains a significant drain on practice staff. A recent Weave survey of dental practices found that 80% of staff spend at least 30 minutes a day on manual data entry, with more than a quarter losing two or more hours. The new integration can give that time back to primary care teams by eliminating manual CSV uploads and automatically syncing data between systems. "Practices using Elation Health are focused on delivering personal, relationship-driven care, and that means their teams shouldn't be stuck managing software instead of patients. This integration can clear the way for staff to spend more of their time where it matters most," said Scott Chandler, VP of Strategic Partnerships at Weave. With the integration, practices using both Weave and Elation Health can: * Automatically sync patient and appointment data between systems, removing the need for manual uploads. * Identify callers instantly with real-time Call Pop showing patient and appointment context. * Reduce no-shows with automated appointment reminders and two-way texting. * Write appointment confirmations back into Elation Health automatically. * Grow online reputation with automated review requests sent after completed appointments. Practices interested in the integration can learn more and request a demo at https://www.getweave.com/integration/elation-health/. About Weave Weave is a leading vertical SaaS company delivering an AI-powered patient engagement and payments platform purpose-built for modern healthcare practices. More than software, Weave is an always-on teammate - handling patient interactions across voice and text and operating at the center of the patient journey. Through agentic AI workflows and authorized integrations with practice management systems, Weave ensures critical tasks like scheduling, insurance verification, and payments happen seamlessly, so nothing falls between the cracks. By embedding AI directly into daily operations, Weave reduces administrative workload, frees up staff to focus on human-centered care, and delivers real-time insights that help practices run smarter and grow with confidence. Serving over 40,000 customer locations, Weave was named a 2026 Best Software Awards winner for healthcare software products by G2. To learn more, visit getweave.com/newsroom. Chelsea Kilpack Internal Communications & PR Manager, Weave [email protected] July 17th, 2026

Associated Press
Jul 17th, 2026
Weave integrates with Elation Health to automate patient data syncing for primary care practices

Weave has launched an authorized integration with Elation Health, connecting its patient engagement platform directly to the primary care clinical system. The integration automatically syncs patient and appointment data between platforms, eliminating manual CSV uploads and data entry tasks. A recent Weave survey found 80% of practice staff spend at least 30 minutes daily on manual data entry, with over a quarter losing two or more hours. The integration addresses this by automating communication workflows, including caller identification, appointment reminders, confirmations, and review requests. The integration is designed for independent and direct primary care practices using Elation Health's platform. Features include real-time call pop-ups with patient context, automated two-way texting for appointment reminders, and automatic writing of confirmations back into the EHR system. Weave serves over 40,000 customer locations with its AI-powered platform.

DrFirst
Jun 30th, 2026
DrFirst and Elation Health partner to help patients start and stay on prescribed medications.

DrFirst and Elation Health partner to help patients start and stay on prescribed medications. June 30, 2026 SAN FRANCISCO and ARLINGTON, Va., (June 30, 2026) - Elation Health, the clinical-first AI platform for modern primary care success, today announced a partnership with health technology leader DrFirst to help more patients fill and stay on the medications their physicians prescribe. Physician practices using the Elation Health EHR now have access to RxInform from DrFirst, a prescription engagement solution that supports patients as soon as a prescription is written, without adding steps for physicians. Studies show up to 30% of patients never fill their first prescription, and nearly 50% of patients with chronic conditions don't take medications as prescribed, which can contribute to poor health outcomes. Patients may struggle with high copays, have concerns about side effects, or simply forget to pick up prescriptions. "We're glad to welcome DrFirst to the Elation partner ecosystem," shared Ashley Rogers, Chief Product Officer at Elation. "Medication adherence is one of the most persistent gaps in primary care outcomes, and solutions like RxInform help close that loop between what a physician prescribes and what a patient actually receives. Partners like DrFirst extend the reach of what primary care clinicians can do for their patients." Through this partnership, moments after prescriptions are sent to the pharmacy, patients receive a secure, HIPAA-compliant text message on behalf of their physician. The messages connect patients with personalized information about their prescriptions, including pharmacy details, available coupons or discount cards, educational resources, and the option to set a pickup reminder. Results from a recent study published in PLOS Digital Health showed that patients with heart failure who engaged with the platform's personalized medication information had 19% higher likelihood of filling their prescriptions and 6% lower likelihood of hospital readmission. "Too many patients never benefit from the care their physician intended because a prescription sits unfilled," said Laizer Kornwasser, CEO of DrFirst. "Now, the moment a prescription is written, patients get the support they need to fill it." The integration is available now to clinicians using the Elation Health EHR. For more information, visit drfirst.com or elationhealth.com. About DrFirst For 25 years, healthcare IT pioneer DrFirst has empowered providers and patients to achieve better health through intelligent medication management. The company has won over 25 awards for excellence and innovation, including TIME's list of the World's Top HealthTech Companies of 2025, recognizing the company's medication management solutions and integrated workflows that make every step of the patient journey easier, from first prescription to ongoing adherence. DrFirst solutions help 100 million patients a year and are used by more than 670,000 providers, 71,000 pharmacies, 270 EHRs, and over 2,000 hospitals in the U.S. To learn more, visit DrFirst.com. About Elation Health Elation Health is the clinical-first AI platform for modern primary care success. Trusted by over 50,000 clinical users and 24 million patients, Elation's EHR and billing solutions combine proven clinical workflows with responsible, predictive AI - purpose built for primary care. The company's clinical-first approach puts physicians at the center, delivering trusted, transparent innovation that saves time and sustains meaningful patient relationships. Elation Health is recognized as Best in KLAS for its commitment to excellence in primary care technology. Learn more at elationhealth.com and on LinkedIn. Media Contacts: DrFirst Contact: Erin Jundef, Bospar Communications, [email protected] Elation Health Contact: Media Relations, [email protected]