Wisedocs is an AI powered automation platform that processes and understands medical documents in real time, making it easier for organizations in the insurance industry to evaluate medical claims faster and more accurately.
Through Wisedocs, organizations can automatically sort, index, summarize and review messy unstructured medical documents.
Our clients today are benefiting from an 85% time reduction and a 55% cost reduction in document reviews.

Wisedocs

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business-development-rep

Wisedocs is an advanced artificial intelligence platform that specializes in processing medical records, particularly for insurance, legal firms, and independent medical evaluation (IME) entities. By automating the review of medical records, Wisedocs streamlines workflows, enhances accuracy, and significantly reduces the time required to process claims. The platform offers features like intelligent optical character recognition (OCR), medical chronologies, deduplication, and rich insights. Wisedocs aims to simplify and expedite the cumbersome task of managing medical documentation, enhancing efficiency and productivity across the insurance and legal industries.

Wisedocs is an AI powered automation platform that processes and understands medical documents in real time, making it easier for organizations in the insurance industry to evaluate medical claims faster and more accurately. 

Through Wisedocs, organizations can automatically sort, index, summarize and review messy unstructured medical documents. Our clients today are benefiting from an 85% time reduction and a 55% cost reduction in document reviews.


• Identify untapped markets, industries, and channels to uncover new business opportunities.
• Build and manage a strong sales pipeline through outbound efforts including phone calls, social selling, and email outreach.
• Research, connect, and qualify prospective customers via phone, email, social media, networking, and in-person interactions.
• Represent Wisedocs at national and U.S.-based conferences, trade shows, and other industry events.
• Partner with internal teams to ensure alignment between lead generation efforts and overall sales strategy.
• Support additional business development initiatives as assigned.

Business Development Representative – BDR

Business Development Representative driving growth by engaging potential customers at a venture-backed AI platform. Identifying markets and developing relationships to expand Wisedocs’ market presence.

machine-learning-engineer

• Designing and implementing machine learning models to analyse and interpret large datasets of medical and insurance documents
• Developing robust, scalable APIs in Python
• Collaborating with other technical stakeholders and leaders to actively work towards the design and implementation of systems.
• Ensuring the reliability and scalability of ML systems, implementing best practices in data engineering and model lifecycle management.
• Work with our expert in the loop teams to build industry leading evaluations
• Other duties and responsibilities will be assigned as projects develop, adjust and mature.

Senior Machine Learning Engineer

Senior ML Engineer leading the scaling and innovation of machine learning initiatives at Wisedocs. Collaborating with other engineers to integrate the ML system into the platform for insurance tech.

full-stack-engineer

• Developing robust, scalable APIs in Python (Django and Fast API).
• Collaborating with other technical stakeholders and leaders to actively work towards the design and implementation of systems.
• Ensuring the reliability and scalability of our AI Insights platform.
• Building ML/AI adjacent systems with AI engineering tooling (RAG, AI workflows, Evals, etc).
• Other duties and responsibilities will be assigned as projects develop, adjust and mature.

AI Insights Lead

AI Insights Tech Lead working on AI platform for insurance companies, collaborating with engineers and stakeholders, ensuring system reliability and scalability.

frontend-engineer

• Designing and implementing key front-end features for our automation platform and advanced machine learning engine.
• Leading the creation of customer-centric features in response to growing client demand.
• Crafting front-end components with an emphasis on usability, performance, and adherence to best coding practices.
• Leading a small team of engineers.
• Running experiments on UX/UI patterns to improve AI productivity.

Front End Tech Lead

Front End Tech Lead shaping AI-powered document interaction at Wisedocs. Leading engineering team and enhancing front end features for automation platform and machine learning engine.

customer-success-manager

• Serve as the strategic owner for major insurance carrier accounts, responsible for executive alignment, long-term value realization, and account direction.
• Lead strategic check-ins, business reviews, and planning conversations that align Wisedocs to customer operational goals.
• Build trusted relationships with claims leaders, medical directors, operational managers, and executive stakeholders.
• Own the renewal lifecycle for assigned accounts, including early risk assessment, renewal forecasting, and strategic positioning.
• Proactively identify value gaps or risks well ahead of renewal timelines.
• Prepare executive-level business impact summaries, usage insights, and alignment materials.
• Identify early health risks through usage patterns, sentiment shifts, workflow anomalies, or escalation trends.
• Respond quickly and empathetically to escalations, providing clear timelines and follow-up.
• Collaborate with Product, ML, Engineering, Implementation, and Support.

Strategic Customer Success Manager – Insurance Carriers

Strategic Customer Success Manager at Wisedocs enhancing partnerships with insurance carriers. Leading complex customer relationships and driving long-term value in claims workflows.

financial-planning-and-analysis

• Reporting directly to the CEO, the VP of Finance will play a critical role in the strategic management and financial oversight of the organization.
• You will be the first, full time, senior finance leader at Wisedocs and joining at an exciting time.
• As the VP of Finance, you will be a key member of the executive team, responsible for driving the company’s financial strategy and operations during a period of rapid growth and scaling. 
• You will oversee all aspects of financial planning and analysis, fundraising, cash flow management, budgeting, accounting, compliance, and risk management. 
• Lead all financial planning, budgeting, and forecasting processes to guide company strategy and enable data-driven decision-making.  
• Own the company’s financial model and annual operating plan, collaborating across departments to ensure accuracy, transparency, and alignment with organizational priorities.  
• Maintain and analyze key SaaS performance metrics to deliver timely insights on growth and retention.  
• Oversee quarterly Board and investor reporting, providing concise financial narratives that inform strategic direction.  
• Deliver ad hoc analysis and scenario modeling to support business initiatives, investment opportunities, and operational optimization.  
• Oversee global accounting operations, including month-end close, audits, and preparation of financial statements in compliance with GAAP.  
• Lead responsibility accounting frameworks and cost center management to drive accountability and efficient resource allocation across business units.  
• Manage treasury functions, cash flow forecasting, and working capital optimization.  
• Partner with our external auditor, tax advisors, and regulatory bodies to ensure adherence to domestic and international accounting and reporting standards.  
• Collaborate with Legal on risk management, contract compliance, and corporate policy enforcement.  
• Manage and negotiate SaaS contracts, including vendor, customer, and partnership agreements, ensuring fiscal prudence, appropriate risk mitigation, and operational scalability.  
• Supervise corporate insurance programs and coordinate with brokers to ensure optimal coverage and compliance.  
• Review and approve complex deals, providing financial and risk assessments to accelerate close cycles.  
• Support sales teams on custom pricing, renewal negotiations, and revenue recognition policies.  
• Partner with HR and the COO to align financial planning with headcount and talent strategies.  
• Design and manage sales compensation, commission plans, and incentive frameworks tied to performance outcomes.  
• Oversee equity administration, collaborating with Legal and HR on cap table management, new grants, terminations, and annual valuations.  
• Prepare quarterly investor materials, capital plans, and due diligence packages to support ongoing communication and funding initiatives.  
• Oversee corporate capitalization strategy, including management of the cap table, option grants, and 409A valuations.  
• Play a key role in future fundraising activities, from financial modeling to investor engagement and transaction execution.  
• Build and mentor a high-performing Finance organization  
• Champion continuous improvement of financial systems and infrastructure, including ERP, CRM, billing, and CLM/CPQ tools, to support operational scalability.  
• Partner cross-functionally to strengthen financial governance, business intelligence, and strategic execution as the company expands globally.

Vice President of Finance

VP of Finance responsible for financial strategy and operations at Wisedocs, transforming the insurance industry using AI with a growing startup team.

Wisedocs is an AI powered automation platform that processes and understands medical documents in real time, making it easier for organizations in the insurance industry to evaluate medical claims faster and more accurately. Through Wisedocs, organizations can automatically sort, index, summarize and review messy unstructured medical documents. Our clients today are benefiting from an 85% time reduction and a 55% cost reduction in document reviews.

Wisedocs

About the company

Open jobs

6 jobs found

Business Development Representative – BDR

Wisedocs

Senior Machine Learning Engineer

Wisedocs

AI Insights Lead

Wisedocs

Front End Tech Lead

Wisedocs

Strategic Customer Success Manager – Insurance Carriers

Wisedocs

Vice President of Finance

Wisedocs