Careers at Cordata

If you’re passionate about building a better healthcare system through data and innovation, let’s talk.

Current Opportunities

Finance/HR Manager Job Purpose:

Responsible for the financial health of our organization. Producing financial reports and developing strategies based on financial research. Guiding senior executives in making sound business decisions in the long and short term.

Finance/HR Manager Job Duties:

  • Oversee or complete the day-to-day financial operations within the company, such as payroll, invoicing, A/P, A/R and other transactions
  • Review financial data and prepare monthly and annual reports
  • Present financial reports to board members, stakeholders, executives, Grantors and clients in formal meetings
  • Predict and monitor cash levels and manage the necessary tracking and reporting of all debt and equity investment instruments
  • Assist in the creation of Proforma views and other predictive spreadsheets
  • Contract outside services for tax preparation, auditing, banking, investments, and other financial needs as necessary
  • Contract benefits through local TPA and work with them to roll out services and administer as necessary
  • Update and review the company handbook and policies regularly
  • Create and/or manage all company records, financial and personnel,
  • Track the company’s financial status and performance to identify areas for potential improvement
  • Provide insightful information and expectations to senior executives to aid in long-term and short-term decision making
  • Stay up to date with technological advances and accounting software to be used for financial purposes
  • Establish and maintain financial policies and procedures for the company
  • Understand and adhere to financial regulations and legislation.

Finance Manager Skills and Qualifications:

  • Advanced degree in Accounting or Finance
  • CPA and/or background in corporate or public accounting
  • Minimum of 3-5 years of experience in a finance role
  • In depth knowledge of Quickbooks or other accounting software
  • Knowledge of and experience in accounting for technology product development including amortizing software and accounting for COGS
  • Mastery of Excel
  • Knowledge of Paycor payroll and HR services is desired
  • Knowledge of SaaS Optics and/or Concur software is desired
  • Strong Organization and Leadership skills
  • Ability to self-motivate and work independently as well as in teams
  • Superior attention to detail
  • Excellent analytical, problem solving and critical thinking skills


$75,000 to $90,000 commensurate with experience and skills

Reports to Company CEO


Customer Success Associate

Cordata Healthcare Innovations provides software tools and services to local communities fighting the opioid and substance abuse crisis. Our tools help quick  response teams (QRTs) and peer counselors keep track of clients, their daily needs, and any assistance they may need to get into and stay in treatment. We believe collecting data about what works, or conversely doesn’t work, in getting people the help they need will be essential in combating this crisis. With a growing customer base who is not always familiar with using technology, we are looking for someone who can tackle the responsibilities of ensuring our customer’s success using our software platform.

What we need:
Cordata’s customer success associate is a vital link between our technology and the people that use our software every day. We are looking for a self-motivated and energetic customer success associate to work on our Customer Success team. In this role, you will interact with customers in the field daily, anticipating their questions and leading them to a solution. You’ll also assist with onboarding new clients, keeping track of schedules, deliverables, and priorities. Want to influence product development as a customer advocate? Your insight into customer pain points and inefficiencies will feed into the product planning cycle so our tools are constantly improving for customers.

What you’ll be responsible for:

  • Assessing client maturity, collecting success metrics, and offering solutions to improve data collection and business processes
  • Establishing customer onboarding plans with key milestones and responsibilities
  • Increasing customer adoption of the product by leading product training or working sessions
  • Participating in testing of new releases to ensure all customer business processes and expectations are met
  • Providing suggestions to product management on opportunities or issues that could impact retention or growth of a customer
  • Helping customers troubleshoot issues they encounter while using the software and providing actionable tips to resolve problems
  • Writing notes and instructions for the customer knowledge base
  • Analyzing data and generating reports for customers

What it’s like to work at Cordata:
We are a small company with a big mission. We are passionate about providing technology that can impact real people’s lives, especially those suffering from substance abuse. As a customer success associate, you’ll be our eyes and ears in the field. While our main office is in Cincinnati, we hope you spend little time there.  Your responsibilities will take you all over the state, meeting with first responders, QRTs, peer recovery specialists, and other private and public agencies. You must be comfortable managing your time, being proactive, pulling your weight, and getting things done with minimal supervision. We are always here to support you and help ensure your success, but you must be a self-starter and comfortable with ambiguous goals and political environments.

Qualifications and skills:

  • Experience in or a passion for healthcare
  • An affinity for using and explaining technology and software
  • Customer service and project management skills – you must be collaborative, organized and articulate
  • The power to influence team members and build consensus while dealing with ambiguity
  • A bias towards action and getting things done
  • Uncompromising in follow up and follow through
  • Problem solver with the ability to work with a software development team