Bridgehead Prepared for Charlene at Ember AI
Ember AI For Charlene

Revenue Cycle Management Software Sales Playbook

Charlene, we’ll build your new sales team’s first 100 accounts in 10 days. The first 25 are below, and they’re yours either way.

If your AE seat stays open another quarter, ignore this. If it doesn’t, the next two minutes are worth it.

What we noticed

You raised a $4.3M seed in November 2025, and your own postings say the sales motion is already working. A list of groups hiring a revenue cycle leader this month shows your new team where to start.

Your Account Executive and SDR postings have been open since August 19, and the AE posting asks for self-sourced deals on top of inbound. The list they would source from is below, finished.

  1. November 19 $4.3M seed round announced
  2. August 19 Account Executive and SDR roles first posted
  3. November 9 Both roles still open; the first 25 accounts are on this page

What changes for your new AE

Your new AE and SDR start day one with 100 groups you approved, each with the reason to call now, and drafts written to the first five, instead of spending their first weeks sourcing. Your conference meetings start from the same list.

Your first 25 accounts

Picked from how your postings, your site and your posts describe your buyers. Each one has the reason it’s here and the source.

Yours either wayKeep these 25 whether or not we ever talk.
Cut any you wouldn’t callTell us why, and we replace it. We keep going until you’d keep at least 80 of the 100.
  1. Growth Orthopedics Austin, TX; orthopedic MSO · Trivest Partners; MSO for orthopedic groups
    1

    A Trivest-backed MSO adding practices, now hiring a director for A/R and reimbursement. Orthopedics is where Bone and Joint Institute of Tennessee cut its surgical coding costs with you.

    Signal: Oct 22, 2026 Source
    Buyer: Director of A/R & Reimbursement, or the CFO
    Why it’s ranked here

    A strong fit.

    • A private-equity-backed, multi-site specialty provider group, as your postings describe.
    • A specialty you already list: ophthalmology, ENT, orthopedics, dermatology, cardiology, GI, urology, women’s health, fertility or radiology.
    • A revenue cycle leader or denials role posted in the last 90 days, so the buying committee is forming.
    • Something changed in the last year: an add-on, a merger, a new sponsor or a new owner.
    • Not already a customer, and not an RCM outsourcer.
    • Looks like who runs on Ember today: Midwest Vision Partners, Elevate ENT Partners and Platinum Dermatology Partners.
  2. Pinnacle Fertility Tampa, FL; hiring in Scottsdale, AZ · Webster Equity Partners; fertility clinics nationwide
    2

    Webster-backed and still buying clinics: Adore Fertility joined in June. Each add-on arrives with its own billing habits, and the new Senior RCM Manager inherits all of them. Fertility is one of the specialties you already list.

    Signal: Nov 3, 2026 Source
    Buyer: CFO or the Senior RCM Manager
    Why it’s ranked here

    A strong fit.

    • A private-equity-backed, multi-site specialty provider group, as your postings describe.
    • A specialty you already list: ophthalmology, ENT, orthopedics, dermatology, cardiology, GI, urology, women’s health, fertility or radiology.
    • A revenue cycle leader or denials role posted in the last 90 days, so the buying committee is forming.
    • Something changed in the last year: an add-on, a merger, a new sponsor or a new owner.
    • Not already a customer, and not an RCM outsourcer.
    • Looks like who runs on Ember today: Midwest Vision Partners, Elevate ENT Partners and Platinum Dermatology Partners.
  3. U.S. Dermatology Partners Tyler, TX; 12 states combined · Combined with DermCare on August 13, 2026
    3

    Two billing operations became one in August, across 12 states. The A/R team is chasing denied claims by hand, which is where your appeals work starts. Dermatology is on your list, and Platinum Dermatology Partners already runs on you.

    Signal: Nov 5, 2026 Source
    Buyer: VP Revenue Cycle or the CFO
    Why it’s ranked here

    A strong fit.

    • A private-equity-backed, multi-site specialty provider group, as your postings describe.
    • A specialty you already list: ophthalmology, ENT, orthopedics, dermatology, cardiology, GI, urology, women’s health, fertility or radiology.
    • A revenue cycle leader or denials role posted in the last 90 days, so the buying committee is forming.
    • Something changed in the last year: an add-on, a merger, a new sponsor or a new owner.
    • Not already a customer, and not an RCM outsourcer.
    • Looks like who runs on Ember today: Midwest Vision Partners, Elevate ENT Partners and Platinum Dermatology Partners.
  4. Cardiovascular Associates of America Chicago, IL; national cardiology network · Webster Equity Partners; cardiology
    4

    One director owns every stage your three engines cover, at a Webster-backed cardiology platform that keeps adding practices. That is the person who signs off on a 30-day scan.

    Signal: Oct 22, 2026 Source
    Buyer: Director of Revenue Cycle Operations, or the CFO
    Why it’s ranked here

    A strong fit.

    • A private-equity-backed, multi-site specialty provider group, as your postings describe.
    • A specialty you already list: ophthalmology, ENT, orthopedics, dermatology, cardiology, GI, urology, women’s health, fertility or radiology.
    • A revenue cycle leader or denials role posted in the last 90 days, so the buying committee is forming.
    • Something changed in the last year: an add-on, a merger, a new sponsor or a new owner.
    • Not already a customer, and not an RCM outsourcer.
    • Looks like who runs on Ember today: Midwest Vision Partners, Elevate ENT Partners and Platinum Dermatology Partners.
  5. US Fertility National fertility network · Amulet Capital; continuation vehicle closed September 14, 2026
    5

    New capital closed in September, and the first revenue cycle hire is a process improvement director. A process director needs a result to show a sponsor within a quarter.

    Signal: Nov 6, 2026 Source
    Buyer: Director of RCM Process Improvement, or the CFO
    Why it’s ranked here

    A strong fit.

    • A private-equity-backed, multi-site specialty provider group, as your postings describe.
    • A specialty you already list: ophthalmology, ENT, orthopedics, dermatology, cardiology, GI, urology, women’s health, fertility or radiology.
    • A revenue cycle leader or denials role posted in the last 90 days, so the buying committee is forming.
    • Something changed in the last year: an add-on, a merger, a new sponsor or a new owner.
    • Not already a customer, and not an RCM outsourcer.
    • Looks like who runs on Ember today: Midwest Vision Partners, Elevate ENT Partners and Platinum Dermatology Partners.
  6. US Eye University Park, FL; eye care platform · Pamlico Capital, since 2019
    6

    A Pamlico-backed eye platform with a director whose job is cash flow across every location. Ophthalmology is your closest customer shape, with Midwest Vision Partners as the reference.

    Signal: Oct 30, 2026 Source
    Buyer: Director, RCM, or the CFO
    Why it’s ranked here

    A strong fit.

    • A private-equity-backed, multi-site specialty provider group, as your postings describe.
    • A specialty you already list: ophthalmology, ENT, orthopedics, dermatology, cardiology, GI, urology, women’s health, fertility or radiology.
    • A revenue cycle leader or denials role posted in the last 90 days, so the buying committee is forming.
    • Something changed in the last year: an add-on, a merger, a new sponsor or a new owner.
    • Not already a customer, and not an RCM outsourcer.
    • Looks like who runs on Ember today: Midwest Vision Partners, Elevate ENT Partners and Platinum Dermatology Partners.
  7. SightMD Hauppauge, NY; ophthalmology · Sight Growth Partners; private equity backed
    7

    A VP role that names revenue integrity, which is your category word. Practices keep joining, so each one brings a new coding habit to audit.

    Signal: Oct 7, 2026 Source
    Buyer: Vice President, Revenue Cycle Management, or the CFO
    Why it’s ranked here

    A strong fit.

    • A private-equity-backed, multi-site specialty provider group, as your postings describe.
    • A specialty you already list: ophthalmology, ENT, orthopedics, dermatology, cardiology, GI, urology, women’s health, fertility or radiology.
    • A revenue cycle leader or denials role posted in the last 90 days, so the buying committee is forming.
    • Something changed in the last year: an add-on, a merger, a new sponsor or a new owner.
    • Not already a customer, and not an RCM outsourcer.
    • Looks like who runs on Ember today: Midwest Vision Partners, Elevate ENT Partners and Platinum Dermatology Partners.
  8. Unified Women's Healthcare Georgia and Florida; women’s health · Backed by Altas Partners and funds managed by PEG
    8

    A sponsor-backed women’s health platform with five revenue cycle roles open in three weeks, one of them naming automation. The team is growing by hand where you replace hand work.

    Signal: Nov 6, 2026 Source
    Buyer: VP Revenue Cycle or the CFO
    Why it’s ranked here

    A strong fit.

    • A private-equity-backed, multi-site specialty provider group, as your postings describe.
    • A specialty you already list: ophthalmology, ENT, orthopedics, dermatology, cardiology, GI, urology, women’s health, fertility or radiology.
    • A revenue cycle leader or denials role posted in the last 90 days, so the buying committee is forming.
    • Something changed in the last year: an add-on, a merger, a new sponsor or a new owner.
    • Not already a customer, and not an RCM outsourcer.
    • Looks like who runs on Ember today: Midwest Vision Partners, Elevate ENT Partners and Platinum Dermatology Partners.

Your new sales team’s first 100 accounts, in 10 days

The first 25 are above, and they’re yours either way.

Email Kash

We build a handful of these a month, for founders hiring now.

10 days

from kickoff to your team running it

  • 100 accounts you approve, each with the reason
  • Drafts to the first five, in your voice
  • Your team runs it without us
  • Any account you cut, we replace

How does Ember AI sell?

An outside read from your postings, your site and your LinkedIn posts, built to be corrected: tell us anything that’s wrong. Tap a clip to play it from that moment.

In your posts and interviews3 quotes
  1. Who buys
    “how it can help healthcare organizations grow without adding headcount at the same pace.”
    Your Bone and Joint Institute post on LinkedIn, October 6
  2. The problem
    “Healthcare revenue cycle teams spend so much time fixing problems after they've already happened.”
    Your Talley Eye Institute podcast post on LinkedIn, October 19
  3. When a store moves
    “A great way to kick off athenaThrive in Nashville this week - breakfast with leaders in healthcare”
    Your athenaThrive post on LinkedIn, November 3
What your customers sayFrom Healthcare Account Executive (Mid-Market) posting, Healthcare SDR posting, embercopilot.ai, embercopilot.ai/healthcare-private-equity
  1. EPEmber posting
    “You’ll own deals end-to-end with PE-backed, multi-site specialty provider groups, running a consultative sales process with C-suite and revenue cycle leadership”
    Ember posting · Healthcare Account Executive (Mid-Market) posting
  2. EPEmber posting
    “booking qualified meetings with CEOs, CFOs, and Revenue Cycle leaders at PE-backed provider groups”
    Ember posting · Healthcare SDR posting
  3. EPEmber posting
    “Map the buying committee (finance, revenue cycle, IT/EMR, ops) and manage a multi-stakeholder process with sometimes significant change management”
    Ember posting · Healthcare Account Executive (Mid-Market) posting
  4. ESEmber site
    “Payers are using AI to deny claims faster than ever. A/R teams cannot keep up with manual processes.”
    Ember site · embercopilot.ai
  5. ESEmber site
    “Manual audits cover 5-10% of encounters.”
    Ember site · embercopilot.ai
  6. ESEmber site
    “Many tools identify potential issues but leave your team to handle the rest. Ember goes further by reviewing encounters, explaining what needs to change, and helping your team take action.”
    Ember site · embercopilot.ai
  7. ESEmber site
    “Customers can submit a few hundred cases and receive initial analysis within seven days.”
    Ember site · embercopilot.ai
  8. ESEmber site
    “Recovered revenue is the cheapest margin you can add.”
    Ember site · embercopilot.ai/healthcare-private-equity
  9. ESEmber site
    “Turn portfolio-wide revenue leakage into EBITDA”
    Ember site · embercopilot.ai/healthcare-private-equity
  10. JBCEO, Bone and Joint Institute of Tennessee
    “ensuring we receive appropriate reimbursement for the care we deliver without administrative costs rising at the same pace as patient volume.”
    John B. Reynolds, CEO, Bone and Joint Institute of Tennessee · embercopilot.ai
  11. KMVP of Revenue Cycle, Elevate ENT Partners
    “Ember stood out because it could identify opportunities for accuracy improvement in our coding and documentation that we might otherwise miss.”
    Kashonna Morrison, VP of Revenue Cycle, Elevate ENT Partners · embercopilot.ai
  12. ESEmber site
    “Across specialty groups , ASCs, and MSOs, recovered revenue becomes recurring EBITDA that compounds at exit.”
    Ember site · embercopilot.ai/healthcare-private-equity
  13. ESEmber site
    “New prior auth requirements, tighter step therapy rules, and rising documentation standards mean every rework cycle eats margin.”
    Ember site · embercopilot.ai
  14. EPEmber posting
    “Support conferences/trade shows: pre-book meetings, work leads, and close follow-up loops”
    Ember posting · Healthcare Account Executive (Mid-Market) posting

Words you use

  • “revenue integrity”
  • “Right code.”
  • “Payers got smarter.”
  • “forward deployed”
  • “AI-native”
  • “leakage”
  • “Pull. Review. Push.”
  • “Audit upstream.”
  • “consultative sales motion”

How the list learns your calls

In the first session you react to accounts like these: keep or cut, and why, the way you’d tell a cofounder. Each reason becomes a rule you can read, the pool re-scores, and ten more show whether it learned. Keep eight of ten and the hundred is built on your rules.

  1. You cut one on the call, and say why
  2. It becomes a rule
  3. The pool re-scores
  4. Ten more test it

Which questions can only you answer?

Your postings name PE-backed, multi-site specialty groups, but not which specialty you would open first, or what a CFO has to see before agreeing to a scan. About 30 minutes of you reacting to real accounts answers these.

  1. 1

    Does a group that a distributor or health system now owns still count, or only private-equity backed?

    row 20 and row 21 and row 24 decide this, and row 25 adds an owner change.

  2. 2

    Is a specialist-level billing posting a signal, or only a director or VP?

    row 14 and row 17 are specialist hires; row 4 and row 7 are leadership roles.

  3. 3

    Is the best moment right after two billing operations merge?

    row 3 combined in August; row 15 is mid-acquisition.

  4. 4

    Is a physician-owned group with no sponsor ever a fit?

    row 22 and row 23 test this.

  5. 5

    Which specialty closes fastest for your AE?

    Ophthalmology (row 6 and row 7), women’s health (row 8) and cardiology (row 4) would reorder the list.

What does your Healthcare Account Executive (Mid-Market)’s first morning look like?

Without

The CRM you have now. The early weeks go to learning which accounts you’d call, and why.

With · Healthcare Account Executive (Mid-Market), first morning

  • GOGrowth OrthopedicsDraft written
  • PFPinnacle FertilityDraft written
  • UDU.S. Dermatology PartnersDraft written
  • CACardiovascular Associates of AmericaDraft written
  • UFUS FertilityDraft written

A hundred accounts you approved, the rules behind them and drafts to the first five, so their time goes to buyers.

From week two, your mornings too: one brief, drafts to approve, every message sent by you.

How the 10 days run

What happens in the ten working days?

November 16, 2026 to December 1, 2026. About a day of your time in total.

  1. Before by November 16

    You send the customers you’d clone and three deals that went wrong, plus 10 to 20 emails or posts you wrote. “How you sell” is drafted from your talks and posts.

    You: 20 minutes
  2. Day 1 November 16

    The playbook session: we fill the gaps and correct the draft together. Your CRM is connected.

    You: 2 hours
  3. Day 2 November 17

    Your first rules are written; a few hundred companies are scored against them.

    You: none
  4. Day 3 November 18

    You review the first 25 (talking it through is fine).

    You: 30 minutes
  5. Day 4 November 19

    Your reasons become rules; you see the re-score and judge 10 more. First touches are written in your voice to the accounts you kept, and you read ten. Touches start logging to the CRM.

    You: 30 minutes
  6. Day 5 November 20

    The hundred is built. The research tool is set up; you test it on three accounts you know.

    You: 15 minutes
  7. Day 6 November 23

    The morning run is set up; your first morning, with us.

    You: 30 minutes
  8. Day 7 November 24

    You review all hundred, and any cut is replaced. Team training, session one.

    You: 1 hour 20 minutes
  9. Day 8 November 25

    Your first morning on your own. Training session two, hands-on for each person.

    You: 1 hour plus your morning
  10. Day 9 November 30

    Your second morning on your own. Each person on your team runs the morning alone.

    You: your morning
  11. Day 10 December 1

    Your third morning on your own. A week of touches is in the CRM. Handover sign-off.

    You: 30 minutes plus your morning
Kash Badami

Who builds it?

The person in the video does the work with you, from the first session to the handover.

$100M+in deals sold in a single year
$0 to $10MARR in 12 months, for a company I built
  1. “Kash and I built ERT Credit together in 2021. He took my MVP and turned it into a SaaS that hit $10M ARR in twelve months.”

    Jordan Anderson, CEO, PayStreetgobridgehead.ai/about

  2. “Analytical in approach, technologically-knowledgeable, and earnest in conviction, Kash was able to drive pipeline in a notoriously challenging tech region.”

    JBJason Brandt, Managing Director, Sales, ePlus inc.LinkedIn recommendation, April 2020

Where does this go from here?

Three options. Each one is fine.

Not a fit

Say so in a line, and that’s the end of it.

Not now

Keep the 25 and the read on how you sell, and share them. When the role fills, the offer stands.

Talk with Kash

Ask Kash to call you, or email him. He calls to set up a 30-minute strategy session. Bring your cofounder or your sales leader.

Your new sales team’s first 100 accounts, in 10 days

The first 25 are above, and they’re yours either way.

Email Kash

We build a handful of these a month, for founders hiring now.

10 days

from kickoff to your team running it

  • 100 accounts you approve, each with the reason
  • Drafts to the first five, in your voice
  • Your team runs it without us
  • Any account you cut, we replace

Ember AI sales playbook, in brief

Ember AI sells an AI revenue integrity platform to specialty practices and health systems. It reviews every encounter before the claim goes out and drafts appeals for denials inside the EHR the group already uses.embercopilot.ai

Its postings for an Account Executive and an SDR name the buyer: PE-backed, multi-site specialty provider groups, reached through CFOs and revenue cycle leaders.Healthcare Account Executive (Mid-Market) posting, Healthcare SDR posting

For a sponsor, Ember frames recovered revenue as recurring EBITDA, and offers a first analysis of a few hundred cases within seven days.embercopilot.ai/healthcare-private-equity, embercopilot.ai

The first 25 accounts for a new AE and SDR are specialty groups backed by a sponsor and hiring in revenue cycle, each scored on six rules and backed by a dated, sourced signal: thirteen strong fits, six in the middle and six edge cases that test the rules.

Prepared by at Bridgehead · November 9, 2026 · Every source

Questions founders ask

Can’t my AE build this when they start?

They can. But wouldn’t you rather they were selling? Reps spend 28% of their time selling, and the average new AE takes 6.2 months to ramp. This replaces the weeks they would spend building the list and learning what you already know.

28%: Salesforce, State of Sales (7,700+ sellers, 2022) · 6.2 months: Bridge Group, 2026 AE report (158 companies)

How much sooner does my new AE get to work?

From day one, because the accounts you approved and the first drafts are waiting. The average new AE takes 6.2 months to ramp, and at a $200K median OTE that is about $103K paid before they are fully productive. Only 48% of AEs hit quota.

6.2 months: Bridge Group, 2026 AE report (158 companies) · $103K: arithmetic ($200K median OTE × 6.2 months ÷ 12); Bridge Group, 2026 AE report (158 companies) · 48%: Bridge Group, 2026 AE report (158 companies)

We tried an outreach tool and it sounded like a robot. How is this different?

Nothing goes out on its own. Every account on the list is one you approved, every draft is written to one person, and you send each message yourself. It learns your voice from what you’ve written and from every edit you make.

How much of my time does it take?

About a day, spread across the ten working days: the 2-hour session on how you sell, short list reviews you can talk through, two training sessions and your first mornings. The hours your AE gets back go to selling, where reps spend just 28% of their time today.

28%: Salesforce, State of Sales (7,700+ sellers, 2022)

What happens after you leave?

It keeps learning. Each week it proposes rule changes from what your cuts, replies and silences showed, and you approve or reject each in a line.

Where does my data live?

In your own accounts: your Claude, your CRM, your files. Nothing runs on anyone else’s side, and any rule can be changed in plain English.

How is it priced?

The first engagement is one fixed price for the ten days. It depends on how many people we train and which systems we connect, so Kash quotes it on a short call. After handover, you can keep us on a retainer to keep supporting your sales process and refining it, if you choose that route.

The research behind this page 10 sources · 4 postings · 5 customers · 45 stores looked at

Your talks and posts

  1. embercopilot.ai
  2. embercopilot.ai/healthcare-private-equity
  3. embercopilot.ai/podcast
  4. embercopilot.ai/about
  5. Your hiring post on LinkedIn, October 14, 2026
  6. Your athenaThrive post on LinkedIn, November 3, 2026
  7. Your Talley Eye Institute podcast post on LinkedIn, October 19, 2026
  8. Your Revenue Integrity Index post on LinkedIn, October 22, 2026
  9. HIT Consultant: Ember raises $4.3M, November 19, 2025
  10. Your Bone and Joint Institute post on LinkedIn, October 6, 2026

Your open roles

  1. Healthcare Account Executive (Mid-Market), first posted August 19, 2026
  2. Healthcare SDR, first posted August 19, 2026
  3. Growth Marketer, first posted August 19, 2026
  4. Agent Product Manager, first posted September 30, 2026

Your customers

Midwest Vision Partners · Elevate ENT Partners · Direct Orthopedic Care · Bone and Joint Institute of Tennessee · Platinum Dermatology Partners (santehq.com/customers and your posts). Customer photos are from santehq.com/customers.

How the 25 were picked

45 stores found and scored on 6 rules; the 25 chosen to teach: 13 strong, 6 middle, 6 at the edges. Logos are from each store’s own site.

  • Sources: Ember’s own site, postings and LinkedIn posts, the seed round coverage, and each account’s own LinkedIn job posting, opened and saved on November 9, 2026. Ownership is from the sponsor’s or the company’s own page or trade press, saved next to each row.
  • None of the 25 appears on embercopilot.ai as a customer. Every row has a dated revenue cycle posting.
  • The six edge rows test rule R1: a distributor owns them, or physicians do, or the owner is changing. About 45 groups were looked at; the 25 here are the ones with a dated revenue cycle posting and a sourced owner.