Service Delivery Optimization Consultant - West Coast

🏢 Summary: Consulting role focused on leading healthcare providers through implementation and optimization of care management programs, driving clinical and financial outcomes across strategic accounts. The position combines client relationship management, performance optimization, change management, and cross-functional collaboration in a fast-paced healthcare environment with significant travel requirements. 🗂️ Requirements: Bachelor's degree in healthcare administration, public health, business, nursing, or related field, 5+ years of experience in enterprise healthcare partnerships, population health, or value-based care, Proven experience driving clinical and financial outcomes, Experience managing strategic accounts and program growth, Experience coordinating or overseeing service delivery to clients or external vendors, Experience managing complex multi-stakeholder clinical and executive environments, Excellent communication, facilitation, and relationship-building skills, Ability to operate in fast-paced, evolving environments, Ability to interpret performance data and develop actionable insights, Ability to travel 75% of the time 📃 Skills: EHR, KPIs, Analytics, Healthcare, PopulationHealth, ValueBasedCare, CareManagement, SOPs 🏢 Description: Service Delivery Optimization Consultant - West Coast Location: West Coast / Yuma, AZ, Albuquerque, NM, Seattle, WA Job Type: 75% travel (3-4 days a week, local and across different states where the client has sites), 25% remote Job Reports To: Director of Service Delivery Two different comp levels: Engagement Manager OTE up to $210,000, Senior Engagement Manager (additional experience required) OTE up to $275,000 Role Description The Engagement Manager leads health systems and physician groups through the successful implementation and ongoing growth of full-service care management programs for large patient populations. This role manages relationships with clients, oversees delivery through internal teams and clients, and ensures that programs drive measurable clinical and financial outcomes. You will act as a strategic partner to clients, leading implementations, influencing provider behavior, and optimizing workflows to ensure programs deliver measurable results. This role requires strong business acumen, comfort operating in ambiguity, and the ability to hold stakeholders accountable across clinical, operational, and executive teams. Key Responsibilities Client Engagement & Relationship Management - Own the relationship with one of the company's most strategic accounts, operating at the C-suite and clinical leadership level as a thought partner and strategic advisor. - Pursue measurable clinical and financial outcomes that drive program expansion and deepen the account relationship. - Develop an understanding of the account's strategic agenda, clinical imperatives, and organizational dynamics. - Operate with high ownership in ambiguous environments, making decisions that move programs forward. Performance Monitoring & Optimization - Own program-level performance, including clinical outcomes, operational efficiency, and revenue realization. - Analyze KPIs (engagement, utilization, quality, financial performance) to identify gaps and drive improvement. - Lead continuous optimization efforts to expand program impact and long-term value. Training & Change Management - Drive provider adoption and program growth through strategic change management, stakeholder influence, and performance-focused initiatives that improve financial and clinical outcomes. Cross-Functional Collaboration - Partner with sales, product, clinical, and analytics teams to deliver a consistent and high-performing client experience. - Contribute to the development of playbooks, SOPs, and best practices that scale across programs. Requirements - Bachelor's degree in healthcare administration, public health, business, nursing, or related field. - 5+ years of experience in enterprise healthcare partnerships, population health, or value-based care, with a demonstrated track record of driving clinical/financial outcomes and growing strategic accounts. - Proven experience driving performance, revenue targets, net retention rates, or program growth. - Experience coordinating or overseeing service delivery to clients or through external vendors. - Experience managing complex, multi-stakeholder environments across clinical and executive audiences. - Excellent communication, facilitation, and relationship-building skills. - Ability to operate with ownership in fast-paced, evolving environments. - Ability to interpret performance data and develop actionable insights. Preferred Requirements - Experience with provider groups, ACOs, or health systems. - Familiarity with EHR workflows and care management platforms. Our Compensation & Benefits - Two different comp levels: Engagement Manager OTE up to $210,000, Senior Engagement Manager OTE up to $275,000. - Medical, dental, and vision coverage for employees and dependents at a nominal cost. - Paid maternity leave. - FSA and Dependent Care account options. - 401(k) eligibility after 6 months of full-time employment. - Collaborative, mission-driven work environment. Equal Employment Opportunity Phamily is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other legally protected status.

🏢 Summary: Consulting role focused on leading healthcare organizations through implementation and optimization of care management programs, with responsibility for client relationships, performance improvement, and strategic program growth. The position combines healthcare operations, analytics, and stakeholder management with extensive travel across client sites. 🗂️ Requirements: Bachelor's degree in healthcare administration, public health, business, nursing, or related field, 5+ years of experience in enterprise healthcare partnerships, population health, or value-based care, Proven experience driving clinical and financial outcomes, Experience managing strategic accounts and program growth, Experience coordinating or overseeing service delivery, Experience managing complex multi-stakeholder environments, Excellent communication and facilitation skills, Ability to interpret performance data and develop actionable insights, Ability to work in fast-paced and evolving environments, Ability to travel 75% of the time 📃 Skills: EHR, KPIs, Analytics, Healthcare, PopulationHealth, ValueBasedCare, CareManagement, SOPs 🏢 Description: Service Delivery Optimization Consultant - West Coast Location: West Coast / Yuma, AZ, Albuquerque, NM, Seattle, WA Job Type: 75% travel (3-4 days a week, local and across different states where the client has sites), 25% remote Job Reports To: Director of Service Delivery Two different comp levels: Engagement Manager OTE up to $210,000, Senior Engagement Manager (additional experience required) OTE up to $275,000 Role Description The Engagement Manager leads health systems and physician groups through the successful implementation and ongoing growth of full-service care management programs for large patient populations. This role manages relationships with clients, oversees delivery through internal teams and clients, and ensures that programs drive measurable clinical and financial outcomes. You will act as a strategic partner to clients, leading implementations, influencing provider behavior, and optimizing workflows to ensure programs deliver measurable results. This role requires strong business acumen, comfort operating in ambiguity, and the ability to hold stakeholders accountable across clinical, operational, and executive teams. Key Responsibilities Client Engagement & Relationship Management - Own the relationship with one of the company's most strategic accounts, operating at the C-suite and clinical leadership level as a strategic advisor. - Pursue measurable clinical and financial outcomes that drive program expansion and deepen the account relationship. - Develop an understanding of the account's strategic agenda, clinical imperatives, and organizational dynamics. - Operate with high ownership in ambiguous environments, making decisions that move programs forward. Performance Monitoring & Optimization - Own program-level performance, including clinical outcomes, operational efficiency, and revenue realization. - Analyze KPIs including engagement, utilization, quality, and financial performance to identify gaps and drive improvement. - Lead continuous optimization efforts to expand program impact and long-term value. Training & Change Management - Drive provider adoption and program growth through strategic change management, stakeholder influence, and performance-focused initiatives. Cross-Functional Collaboration - Partner with sales, product, clinical, and analytics teams to deliver a consistent and high-performing client experience. - Contribute to the development of playbooks, SOPs, and best practices that scale across programs. Requirements - Bachelor's degree in healthcare administration, public health, business, nursing, or related field. - 5+ years of experience in enterprise healthcare partnerships, population health, or value-based care. - Demonstrated track record of driving clinical and financial outcomes and growing strategic accounts. - Proven experience driving performance, revenue targets, net retention rates, or program growth. - Experience coordinating or overseeing service delivery to clients or through external vendors. - Experience managing complex, multi-stakeholder environments across clinical and executive audiences. - Excellent communication, facilitation, and relationship-building skills. - Ability to operate with ownership in fast-paced, evolving environments. - Ability to interpret performance data and develop actionable insights. Preferred Requirements - Experience with provider groups, ACOs, or health systems. - Familiarity with EHR workflows and care management platforms. Compensation & Benefits - Engagement Manager OTE up to $210,000. - Senior Engagement Manager OTE up to $275,000. - Medical, dental, and vision coverage for employees and dependents. - Paid maternity leave. - FSA and Dependent Care account options. - 401(k) eligibility after 6 months of full-time employment. - Collaborative, mission-driven work environment. Equal Employment Opportunity Phamily is an equal opportunity employer. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other legally protected status.

🏢 Summary: Consulting role focused on leading healthcare clients through implementation and optimization of AI-driven care management programs. The position combines client relationship management, performance optimization, stakeholder leadership, and cross-functional collaboration to improve clinical and financial outcomes. Requires extensive travel and experience in healthcare partnerships, population health, or value-based care. 🗂️ Requirements: Bachelor's degree in healthcare administration, public health, business, nursing, or related field, 5+ years of experience in enterprise healthcare partnerships, population health, or value-based care, Proven experience driving clinical and financial outcomes, Experience managing strategic accounts and revenue or program growth, Experience coordinating service delivery to clients or external vendors, Experience managing complex multi-stakeholder clinical and executive environments, Ability to interpret performance data and develop actionable insights, Strong communication, facilitation, and relationship-building skills, Ability to work in fast-paced, evolving environments, Ability to travel 75% 📃 Skills: AI, EHR, Analytics, Healthcare, PopulationHealth, CareManagement, KPIs, SOPs 🏢 Description: Location: 30min driving distance of Oakbrook Terrace, IL Job Type: 75% travel (3-4 days a week, local and across different states where the client has sites), 25% remote Job Reports To: Director of Service Delivery Two different comp levels: Engagement Manager OTE up to $210,000 About Jaan Health/Phamily Jaan Health is a leading AI-based care management company serving healthcare providers. For nearly a decade, the company has leveraged its easy-to-use, proprietary technology to enable health systems, medical groups, and ACOs to deliver high-quality, high-ROI proactive care to hundreds of thousands of previously underserved patients. Phamily, the company's core technology platform, has transformed chronic disease management with clinically tested AI and easy-to-use technology that enables physicians and care teams to offer high-touch, individualized patient care that has been proven to reduce investment in extra labor and the overall cost of care. Phamily helps ensure healthcare providers are compensated fairly for providing high-quality care between office visits, while improving the lives of patients with chronic diseases. Role Description The Engagement Manager leads health systems and physician groups through the successful implementation and ongoing growth of full-service care management programs for large patient populations. This role manages relationships with clients, oversees delivery through internal teams and clients, and ensures that programs drive measurable clinical and financial outcomes. You will act as a strategic partner to clients, leading implementations, influencing provider behavior, and optimizing workflows to ensure programs deliver measurable results. This role requires strong business acumen, comfort operating in ambiguity, and the ability to hold stakeholders accountable across clinical, operational, and executive teams. Key Responsibilities Client Engagement & Relationship Management - Own the relationship with one of the company's most strategic accounts, operating at the C-suite and clinical leadership level as a strategic advisor. - Pursue measurable clinical and financial outcomes that drive program expansion and deepen the account relationship. - Develop an understanding of the account's strategic agenda, clinical imperatives, and organizational dynamics. - Operate with high ownership in ambiguous environments, making decisions that move programs forward. Performance Monitoring & Optimization - Own program-level performance, including clinical outcomes, operational efficiency, and revenue realization. - Analyze KPIs including engagement, utilization, quality, and financial performance to identify gaps and drive improvement. - Lead continuous optimization efforts to expand program impact and long-term value. Training & Change Management - Drive provider adoption and program growth through strategic change management, stakeholder influence, and performance-focused initiatives. Cross-Functional Collaboration - Partner with sales, product, clinical, and analytics teams to deliver a consistent and high-performing client experience. - Contribute to the development of playbooks, SOPs, and best practices that scale across programs. Requirements - Bachelor's degree in healthcare administration, public health, business, nursing, or related field. - 5+ years of experience in enterprise healthcare partnerships, population health, or value-based care. - Proven experience driving performance, revenue targets, net retention rates, or program growth. - Experience coordinating or overseeing service delivery to clients or through external vendors. - Experience managing complex, multi-stakeholder environments across clinical and executive audiences. - Excellent communication, facilitation, and relationship-building skills. - Ability to operate with ownership in fast-paced, evolving environments. - Ability to interpret performance data and develop actionable insights. Preferred Requirements - Experience with provider groups, ACOs, or health systems. - Familiarity with EHR workflows and care management platforms. Our Compensation & Benefits - Engagement Manager OTE up to $210,000 - Medical, dental, and vision coverage for employees and dependents at a nominal cost - Paid maternity leave - FSA and Dependent Care account options - 401(k) eligibility after 6 months of full-time employment - Collaborative, mission-driven work environment Equal Employment Opportunity Phamily is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other legally protected status.

🏢 Summary: Full-time Community Engagement Specialist role focused on building partnerships, leading outreach and marketing initiatives, and increasing community engagement with workforce development services in Snohomish County, WA. The position supports WIOA programs by collaborating with stakeholders, engaging employers, coordinating events, and maintaining accurate documentation and reporting. This role requires strong organizational, communication, and technical skills to manage community pipelines and promote regional workforce services effectively. 🗂️ Requirements: Bachelor's degree in business, marketing, public relations, or community organization/development, 3+ years of experience in business, marketing, public relations, education, or workforce development services, Knowledge of WIOA program and workforce program requirements, Proficiency in Microsoft Office (Word, Excel, PowerPoint), Canva, Google, and case management or CRM software, Valid Driver's License, Ability to maintain confidentiality in a fast-paced environment, Strong organizational, analytical, and critical thinking skills, Excellent verbal and written communication skills 📃 Skills: MicrosoftOffice, Word, Excel, PowerPoint, Canva, GoogleWorkspace, CRM, CaseManagementSoftware, WIOA, DataReporting 🏢 Description: TITLE: Community Engagement Specialist REPORTS TO: Program Director Career Team is looking to hire a Community Engagement Specialist. The work is performed under the supervision of the Program Director. This role involves serving as the company's representative in external partner and stakeholder discussions, leading communication and marketing efforts to promote the regional brand, and building pipelines to enhance community awareness and engagement with available services. The position also proactively engages with employers in key industries to plan and build out an access point model and follows all protocols set forth by the funder. Your Impact on Success: - Work collaboratively with the community and partner organizations to meet customer needs, particularly in areas relevant to the program emphasis - Represent the organization (when designated) in discussions, planning processes, continuous improvement processes, and special initiatives - Facilitate operational and tactical connections with partner organizations and program staff to improve or scale existing resources for WIOA-enrolled customers - Demonstrate strong business acumen and polished presentation skills - Lead communication efforts and initiatives across traditional and social marketing channels to promote the regional brand and increase outreach and engagement - Assist with coordination of special events at American Job Centers or in the community to increase performance outcomes - Build and improve customer pipelines to American Job Centers - Enhance community awareness of and engagement with available services and resources - Maintain accurate and thorough documentation and reports - Approach tasks with a solutions-oriented and responsive mindset - Perform other duties and programs as needed To Qualify for This Role, You Must Have: - Bachelor's degree in business, marketing, public relations, or community organization or development - 3+ years of experience in business, marketing, public relations, education, human and/or workforce development services - Knowledge of the WIOA program and other workforce program requirements - Ability to thrive in a fast-paced environment while maintaining flexibility, proactivity, resourcefulness, efficiency, and confidentiality - Strong attention to detail with organizational, analytical, research, and critical thinking skills - Proficiency in Microsoft Office (Word, Excel), PowerPoint, Canva, Google, and case management or customer relations software applications - Exceptional time management skills to meet deadlines and work under pressure - Excellent verbal and written communication skills - Valid Driver's License Additional Skills/Knowledge Preferred: - Master's or MBA degree - Knowledge of the local region and relevant partners - Ability to multitask and be proactive Salary: $54,500 - $57,000 per year (commensurate with education and experience) Benefits: - Competitive benefits package including healthcare, dental, and personal/vacation time Travel: - Travel primarily within Snohomish County to support community engagement Background Check Requirements: Employment is contingent upon successful completion of a background check, including criminal, prior employment, and education verification.

🏢 Summary: The role offers an opportunity to drive enterprise IT sales within the Baltimore-Washington/Northern Virginia area, focusing on building strategic relationships and delivering data center, cloud, AI, and infrastructure solutions. The Account Executive is responsible for developing new accounts, growing existing clients, and executing strategic sales plans across Mid-Tier and Fortune 1000 organizations. The position includes a competitive base salary with uncapped commissions and requires a hybrid on-site presence. 🗂️ Requirements: Geographically located in Baltimore-Washington metropolitan area or Northern Virginia, Willingness to work on-site 1–2 days per week, Minimum 5 years of experience selling technology services, Proven success selling to CXO and VP levels, Experience selling data center, cloud, collaboration, and network infrastructure solutions, Ability to prospect, qualify leads, and close new accounts, Experience with Managed Accounts, Strong communication and presentation skills, Ability to travel up to 30% 📃 Skills: Sales, Cloud, AI, Networking, Infrastructure, Collaboration, DataCenter, E-business, Forecasting, AccountManagement, Prospecting, LeadManagement 🏢 Description: Overview **Candidates MUST BE geographically located within the Baltimore-Washington metropolitan area or Northern Virginia with a willingness to work on-site in the office one to two days per week.** If you have a passion for tech sales, experience selling enterprise IT solutions, and excel at building long-term relationships, this role is for you! Join ePlus as an Account Executive and be a key player in driving technology solutions that transform businesses. You will engage with clients across diverse industries, utilizing innovative solutions to solve complex challenges. Additionally, you will have the opportunity to sell a diverse portfolio of services and products from leading technology vendors, Original Equipment Manufacturers (OEMs) and enterprise solutions providers. Your Impact The essential functions of this position include: Develop and execute strategic sales plans to drive growth including new account relationships Achieve growth objectives through prospecting, active lead management, and relationship building with Mid-Tier and Fortune 1000 companies Maintain and grow existing client revenues through cross-selling of ePlus core competencies Establish and maintain manufacturer/partner relationships to develop joint sales opportunities Implement an ongoing account management plan, including leveraging all specialized resources Provide monthly forecast and quarterly reviews for assigned territory Travel up to 30% may be required, with the majority limited to the local territory. A smaller portion may involve air travel as needed. Qualifications Proven success selling to Managed Accounts at the CXO and VP levels Minimum of 5 years of experience selling technology services including data center, cloud, collaboration, network infrastructure, and emerging technologies Experience selling AI Solutions and Services is a plus VAR/systems integrator sales and/or direct selling experience with technology OEMs or software companies preferred Knowledge of e-business solutions environment Must demonstrate a strong ability to qualify leads, engage new markets, and successfully close new accounts, driving growth and expanding the customer base Excellent communication, presentation, problem-solving and time management skills Demonstrated ability to leverage subject matter experts (SMEs) to accelerate and enhance the sales process Ability to take initiative, self-motivate, and drive sales success independently Greatly Preferred Experience: 10+ years Commercial Enterprise OR SLED (in the state of Maryland and/or Northern Virginia) technology sales BA/BS in Business, Management, Computer Science or Engineering fields preferred. Why ePlus? At ePlus, we empower businesses with cutting-edge technology solutions that drive real impact. As an Account Executive, you'll be part of a high-performing sales team that helps organizations harness technology to navigate their digital transformation journey and achieve the business outcomes they seek. Here's what sets us apart: Industry Leadership – We are a trusted technology partner with deep expertise in cloud, security, data center, AI, and digital infrastructure solutions. Unlimited Earning Potential – We offer a competitive base salary with uncapped commissions. Exceptional Support – We offer a wide range of resources from across a variety of cross-functional teams (Inside Sales, Pre-Sales Engineers, and other areas) to help you drive sales. Cutting-Edge Solutions – We have developed and provide a robust portfolio of IT solutions and services backed by strategic partnerships with top technology providers. Longevity and Market Resilience – We are one of only 11% of Nasdaq listed companies to be in business for more than 30 years. We have demonstrated strong financial health and profitability over the decades, with consistent revenue growth and robust financial performance. Career Growth – We offer access to continuous learning and internal mobility opportunities. Supportive Culture – We're proud to say that we are all part of one collaborative team that values innovation, integrity, diversity and long-term client success. Position Specifics The initial base salary range for this position is expected to be between $80,000 and $125,000 annually. The final base salary offered will be determined by multiple factors, including, but not limited to, job-related knowledge, depth of experience, skills, certifications, and geographic location. In addition to the base salary, our compensation structure includes variable pay through commissions based on individual sales performance. This means your earning potential can substantially increase based on your sales achievements. ePlus offers a full range of medical, financial, and/or other benefits (including 401(k) eligibility, employee stock purchase program, and various paid time off benefits, such as vacation, sick time, and personal leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an offer of employment is extended. If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. #LI-KB1 #IND1 Who We Are At ePlus, we believe technology is a people business. Our team is passionate, skilled, and driven to deliver solutions that make a real difference. Join us and be part of a culture that values collaboration, innovation, and extraordinary results. Corporate Values Respectful communication and cooperation: We prioritize respectful communication, fostering an environment where everyone is treated with dignity and respect. Teamwork and employee participation: Collaboration and teamwork thrive through diverse perspectives, both within our teams and in our interactions with our customers. Work/life balance that supports our employees' varying needs: We value the well-being of our employees, recognizing that a healthy work-life balance is pivotal to our collective success. Embracing communities: We embrace and support the communities that nurture us. Our employees' dedication to fostering positive change is a source of immense pride for us. Commitment to Diversity, Inclusion and Belonging We are an equal opportunity employer that does not discriminate or allow discrimination based on race, color, religion, sex, sexual orientation, gender identity, age, national origin, citizenship, disability, veteran status, or any other classification protected by federal, state, or local law. ePlus is dedicated to fostering, cultivating, and preserving a culture that represents diversity, enables inclusion, and makes our employees feel comfortable bringing their full, unique selves to work. Physical Requirements While performing this role, you will engage in both seated and occasional standing or walking activities. We provide reasonable accommodations, in accordance with relevant laws, to support success in this position. By embracing our values, you will contribute to our collective mission of making a positive impact within our organization and the broader community. We understand that this job description serves as a guide and is not an employment contract. ePlus maintains a California Consumer Privacy Act (CCPA) Privacy Notice on our Trust Center, available here: CCPA Privacy Notice. Notice to Recruiting Agencies: ePlus only accepts unsolicited resumes when presented directly by a candidate. Unsolicited resumes submitted to ePlus from any other source will be considered ePlus property and will not qualify for any placement or referral fees. ePlus will only pay such fees in connection with a valid written agreement between ePlus and the referring agency, and then only after providing advance written approval to the referring agency to submit resumes in connection with a particular opportunity.

🏢 Summary: Senior Relationship Manager responsible for managing Tier 1, high-risk payments clients, guiding platform integration, and delivering data-driven strategies to reduce chargebacks and optimize performance. The role focuses on fraud and dispute management within the cards and payments ecosystem, ensuring client retention and growth through technical and strategic collaboration. 🗂️ Requirements: 5+ years experience in cards and payments industry, Experience in fraud and dispute management, Experience managing high-risk clients, Knowledge of credit and debit card solutions, Experience with transaction processing, Understanding of risk mitigation strategies, Experience with dispute and fraud tools (Verifi, Ethoca), Strong analytical skills, Ability to guide technical platform integrations 📃 Skills: Payments, Fraud, Disputes, Chargebacks, Risk, Cards, Verifi, Ethoca, Analytics, Integration, TransactionProcessing, CreditCards, DebitCards 🏢 Description: Position Overview We are seeking a proactive, customer-focused and experienced Senior Relationship Manager to join our growing team. In this role, you will be responsible for managing and growing relationships with our highest-value clients, primarily within high-risk industries, building strong relationships and providing strategic, data-driven guidance to reduce chargebacks and improve performance. Your ability to understand each client’s unique business environment and tailor solutions accordingly will be key to driving client satisfaction, retention, and revenue growth. You will work closely with senior stakeholders, onboarding teams, and technical staff to deliver outstanding service, ensure operational excellence, and identify growth opportunities. Reporting to the Global Head of Relationship Management, you will play a pivotal role in day-to-day interactions with our Tier 1 clients. Your success will hinge on your ability to deliver high-touch, responsive service and build enduring, trusted relationships. As a master communicator and strategic thinker, you will develop a deep understanding of client needs, leveraging data and performance metrics to optimize their business outcomes. This is a high-demand, high-reward position with significant opportunities for growth as ChargebackHelp continues its global expansion. This position involves minimal travel, approximately 10-15%, across Europe Key Responsibilities Client Onboarding & Provisioning: Oversee the onboarding process for new clients, collaborating closely with internal teams to ensure swift and seamless platform provisioning and go-live execution. Integration Guidance: Work alongside technical teams to guide optimal client integration into our platform, ensuring that client needs are met and expectations exceeded. Retention & Satisfaction: Lead new client kickoff calls post-contract execution, set clear expectations, and drive speed to market. Retain clients by delivering high-touch, high-satisfaction service, ensuring long-term engagement and minimizing attrition. Cross-Sell Opportunities: Identify opportunities to cross-sell additional products and services, deepening relationships and driving further revenue growth. Client Feedback & Strategy: Act as the voice of the client, providing feedback to leadership on client needs and suggesting enhancements to improve the overall customer journey. Strategic Discussions: Confidently lead strategic discussions with both end-users and senior leadership within the client base, ensuring alignment and ongoing success. Qualifications Experience: 5+ years of experience in sales or relationship management within the cards and payments industry, with a strong focus on fraud and dispute management. Proven track record of managing high-risk clients in the payments ecosystem, including experience in credit/debit card solutions, transaction processing, and risk mitigation strategies. Analytical & Structured: Strong analytical skills and a structured approach, with the ability to assess complex situations and deliver a high degree of client satisfaction. Problem-Solving: A proactive problem solver with a positive, can-do attitude, capable of tackling challenges head-on. Client-Focused: Passionate about all aspects of Relationship Management, with a customer-centric mindset and a focus on client retention and revenue growth. Communication: Excellent communication skills across written, verbal, and digital platforms, capable of fostering strong relationships with clients and internal teams. Confidence & Comfort: High level of confidence in leading strategic discussions with both end-users and senior client leaders, ensuring clear communication and alignment on goals. Desired Qualifications Education: Bachelor’s Degree or equivalent experience. Tier 1 Client Management: Proven experience managing Tier 1 clients, with a passion for delivering exceptional client outcomes. High Risk Expertise: Strong understanding of high risk vertical business models within the payments flow. Dispute & Fraud Management: Experience working with dispute and fraud management products, ideally from Verifi and Ethoca. Execution-Driven: Strong follow-through with a results-driven mindset and excellent problem-solving skills. Team-Oriented: A collaborative team player focused on collective success. Industry Passion: Deep interest in transforming the chargeback and disputes ecosystem. Organizational Excellence: Exceptional organizational skills, attention to detail, and a mastery of English, with a focus on delivering customer-centric solutions. Motivator & Driver: Dedicated to the success of your clients, serving as a key motivator and driver of their growth.

🏢 Summary: The Client Success Manager supports healthcare clients using cloud-based revenue cycle and EDI solutions, acting as the primary escalation point and driving successful onboarding, issue resolution, and retention. The role combines client relationship management with technical troubleshooting of claims and data transactions. It requires strong knowledge of healthcare EDI standards, billing processes, and collaboration with cross-functional technical teams. 🗂️ Requirements: Bachelor’s degree in healthcare administration, information technology, or equivalent experience, 2+ years of experience in account management or customer support within healthcare EDI, Strong knowledge of EDI standards and protocols, Understanding of healthcare billing and claims processes, Ability to troubleshoot rejected claims and data discrepancies, Experience collaborating with technical and cross-functional teams, Willingness to travel up to 20% 📃 Skills: EDI, Healthcare, Billing, Claims, Salesforce, RevenueCycle, Troubleshooting, DataAnalysis 🏢 Description: About the Role We're looking for a Client Success Manager to join our growing team. This position plays a crucial role in managing and supporting healthcare customers who utilize Office Ally tools in their day-to-day operations. This position serves as the primary escalation point for their assigned clients, collaborates with the Sales Account Management team on communications and projects, oversees implementations and solutions, provides proactive support and resolves issues, and drives client retention. What You'll Do Client Relationship Management Build and maintain strong relationships with healthcare clients, understanding their specific nuances in conducting business each day. Serve as the primary escalation point for providers, promptly addressing their inquiries, concerns, and requests with the highest level of professionalism. Conduct proactive client outreach based on the schedule outlined by Client Services leadership. Onboarding Partner with the onboarding team to ensure a seamless transition for clients. Partner with the Learning Experience team to ensure clients have access to all training resources necessary to perform at an optimal level. Transaction Support Troubleshoot and resolve issues, including rejected claims and data discrepancies. Assist clients in optimizing their processes to enhance efficiency and reduce errors. Documentation and Reporting Utilize Salesforce to maintain accurate records of interactions with clients and issue resolutions. Collaboration and Cross-Functional Teamwork Collaborate with internal teams, including IT/Engineering, Sales, compliance, and client support, to deliver comprehensive solutions and resolve client issues. Contribute to the development and improvement of both internal systems and processes as well as products. What You'll Need Bachelor's degree from a four-year college or university in healthcare administration, information technology, or an equivalent combination of education and experience. 2+ years of related experience and/or training in account management or customer support within healthcare EDI. Deep understanding of EDI standards, protocols, and healthcare industry practices, and familiarity with healthcare billing and claims processes. Nice to Have Familiarity with EDI software and systems is a plus. Travel Requirements This role requires up to 20% of travel, which may include client meetings, team gatherings, or company events. Travel will typically be scheduled in advance and supported by the company. Pay Transparency Office Ally is committed to fair and equitable compensation practices in alignment with pay transparency laws. Compensation for this position may vary based on individual skills, experience, and location. In addition to base pay, employees may be eligible for performance-based bonuses and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) with company match, paid time off, and other benefits. Actual compensation will be determined considering the candidate's qualifications, relevant experience, and internal equity. $55,000—$65,000 USD EEO Note Office Ally is an Equal Opportunity Employer and does not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law.

🏢 Summary: Executive Director role overseeing PHP and IOP behavioral health programs for adults and adolescents, with full accountability for clinical quality, operations, financial performance, compliance, and program growth. The position combines clinical leadership, P&L ownership, regulatory oversight, and community engagement to drive census growth and ensure evidence-based care. This is an onsite leadership role requiring active Colorado licensure and extensive experience in higher levels of behavioral health care. 🗂️ Requirements: Master’s degree in Counseling, Social Work, or related field, Active independent Colorado therapy license (LICSW, LCSW, LMHC, LPC, or LMFT), 5+ years post-Master’s clinical experience, 5–7 years clinical experience in higher levels of care, Minimum 2 years in a management role, Experience supervising licensed and associate-level clinicians, Knowledge of evidence-based modalities (DBT, CBT, ACT, MI), Experience with financial operations and P&L management, Experience ensuring regulatory and licensure compliance (including CARF), Proficiency with EHR systems and Microsoft Office 📃 Skills: DBT, CBT, ACT, MI, EHR, Kipu, Microsoft, P&L, CARF 🏢 Description: Title: Executive Director Reports to: Market Operations Director Department/Location: Onsite in Colorado Springs, CO FLSA Status: Exempt Position is onsite, Monday-Friday, 8:30am-5:00pm at the Sister's Grove Guidelight Facility. The Executive Director will oversee the Partial Hospitalization Program (PHP) and Intensive Outpatient Program (IOP) for both adult and adolescent programming. Must have an active independent Colorado therapy license. Role Summary: The Executive Director will provide visionary leadership, drive operational excellence, and cultivate a collaborative culture. This role holds overall accountability for the clinic's success in achieving business objectives. The Executive Director is responsible for ensuring high-quality care, regulatory compliance, and sound financial management, while also driving program growth through creative business development and community outreach. The ideal candidate excels at building relationships, fostering program expansion, and promoting an inclusive, culturally competent environment. They will create a welcoming atmosphere within the PHP/IOP programs and represent the organization to clients, families, staff, and the broader community. On a day-to-day basis, the Executive Director oversees clinic operations, manages the site's P&L, evaluates staff performance, provides ongoing clinical training, and actively engages in community outreach and growth initiatives. Candidates should demonstrate an entrepreneurial mindset and a strong affinity for creative strategies that increase census, balancing operational leadership with proactive engagement in the community. They may also participate in conferences to stay current on state and federal regulations and behavioral health trends. Role Responsibilities: Trusted Advisor - Build and maintain trust-based relationships with referral partners, providing consultative, solutions-oriented guidance. - Support providers in making the best care decisions, even when recommending alternatives outside of the organization. - Drive referral growth through credibility, clinical expertise, and consistent follow-up. Ambassador & Community Engagement - Represent the organization in the local behavioral health ecosystem, enhancing brand awareness and credibility. - Partner with Outreach to expand referral networks and community presence. - Participate in conferences, coalitions, local events, and professional networks. - Advocate authentically for clients and the organization. Clinical Quality Champion - Oversee PHP/IOP programming, including day-to-day operations, clinical programming, and KPIs. - Model and enforce clinical excellence, ethical practice, and evidence-based care (DBT, CBT, ACT, MI). - Conduct chart audits, review treatment plans, and ensure curriculum fidelity and consistent treatment approaches. - Use client feedback and outcomes data to drive continuous improvement and high-quality care. Operational & Financial Leadership - Own clinic-level P&L and KPIs, ensuring financial health and operational efficiency. - Manage staffing, schedules, and productivity to align with demand and program needs. - Ensure compliance with state licensure regulations, payer requirements, and accrediting bodies (CARF). - Implement process improvements to enhance both clinical and operational performance. Market Strategist & Growth Leadership - Use local market insight, payer knowledge, and competitive intelligence to guide programming and growth initiatives. - Partner with outreach and business development teams to expand census and optimize referral sources. - Identify and implement new service opportunities or program expansions aligned with market demand. People Developer & Team Leadership - Build, lead, and maintain a high-performing team of up to 25–30 staff members. - Provide supervision for licensed and pre-licensed clinicians, including coaching, mentoring, and career development. - Conduct evaluations, regular administrative meetings, and oversee orientation and ongoing training. - Foster a collaborative, inclusive, and psychologically safe team culture. - Recognize and celebrate individual and team contributions to maintain morale and engagement. Systems & Technology Competence - Utilize EHR systems (Kipu preferred) and other technology platforms to improve clinical and operational efficiency. - Serve as a resource for system-related training, documentation support, and reporting. - Maintain accurate supervisory notes and program documentation. Safety & Client Care - Ensure safety of staff and clients through monitoring and implementation of appropriate protocols and trainings. - Coordinate with external providers, agencies, and community partners to ensure optimal client care. Required Qualifications: - Master’s degree in Counseling, Social Work, or a related field from an accredited institution, with a minimum of 5+ years of work experience post-Master’s. - Active licensure in Social Work (LICSW, LCSW), Counseling (LMHC, LPC), or Marriage and Family Therapy (LMFT). - 5-7 years of clinical experience in higher levels of care, with 2+ years in a management role. - If eligible based on licensure status and applicable state regulations, must be willing to provide formal clinical supervision to associate-level clinicians as part of the supervision program. - Proven leadership experience in mental health settings serving adolescents and adults. - Knowledge of evidence-based modalities (DBT, CBT, ACT, MI) and appreciation for group therapy. - Strong business acumen with experience collaborating on financial operations and clinic growth initiatives. - Skilled in technology and software systems (including EHRs and Microsoft Office). - Excellent communication skills, with the ability to engage staff, clients, and community partners effectively. - Demonstrated cultural competency and commitment to diversity, equity, and inclusion. - Flexible and adaptable to meet the needs of clients in a fast-paced, high-growth environment. Preferred Qualifications: - 3+ years post-independent licensure. - Experience in IOP/PHP, inpatient, residential, or emergency room settings. - Established professional network and experience partnering with outreach or business development teams. Pay Range: $130,000—$150,000 USD Benefits & Perks: As a teammate working 32+ hours per week, you’ll enjoy a comprehensive benefits package, including: Health & Wellness: - Medical, dental, vision - HealthJoy unlimited therapy - UHC wellness program - HSA/FSA options - Pet insurance Time Off: - Responsible PTO policy allowing employees to take needed time while ensuring continuity of care and team collaboration 401(k): - With company match Licensing: - All licensing fees covered, including opportunities for cross-licensure when applicable Professional Development: - Annual stipend for tuition reimbursement, ongoing education, or CEUs Clinical Supervision & Growth: - Structured clinical supervision toward licensure for pre-licensed clinicians - Ongoing supervision grounded in the PHP/IOP curriculum

🏢 Summary: Account Manager role supporting high-volume content production by managing briefs, tracking projects, and coordinating cross-location teams using workflow systems. The position focuses on stakeholder communication, SLA delivery, and optimizing creative production workflows, including AI-assisted tools. Remote role collaborating closely with integrated project managers and marketing stakeholders. 🗂️ Requirements: Experience in account management, client services, or project management in creative/marketing/content production, Proficiency with project management or workflow systems (OMG, Workfront, Asana or similar), Strong organizational skills managing multiple concurrent workstreams, Experience with creative production workflows (briefing, resourcing, review, delivery), Ability to manage stakeholders and communicate with marketing managers and directors, Experience coordinating cross-location or remote teams, Ability to track scope changes, resourcing risks, and version control, Willingness to develop proficiency with Pencil and OMG AI features 📃 Skills: OMG, Workfront, Asana, Pencil, AI, ProjectManagement, WorkflowSystems, ContentProduction 🏢 Description: Role: Account Manager The Account Manager manages the day-to-day relationship between marketing teams and the OLIVER studio across one or more business units. You are responsible for brief management, project tracking, stakeholder communication, and the smooth flow of work through the OMG system. You partner with Integrated Project Managers in Mexico City to ensure production milestones are met and flagged issues are resolved proactively. Based in Minneapolis, MN you'll be part of a three-person Account Management team supporting the Business Director in delivering a seamless, high-volume content production operation across our client's organization. Working at the heart of a brand means integrating seamlessly across your client's business and evolving needs. What you will be doing: - Manage a portfolio of active briefs across one or more business units — from brief intake through delivery — ensuring all projects are tracked, resourced, and delivered to agreed SLAs - Build strong working relationships with marketing stakeholders, acting as a responsive, knowledgeable, and proactive day-to-day contact - Work within OMG to raise, track, and close briefs; maintain up-to-date project status information and support proactive alerting on potential bottlenecks - Partner with Integrated Project Managers (Mexico City) to coordinate production milestones, manage dependencies, and ensure seamless cross-location delivery - Support the preparation of weekly status reports and QBR documentation under the guidance of the Business Director - Manage stakeholder expectations around timelines, creative scope, and delivery — communicating clearly and proactively - Review briefs for completeness and clarity before routing to the creative and production team; escalate ambiguities promptly - Track and flag scope changes, version control issues, or resourcing risks to the Business Director and Program Director - Contribute to the studio's culture by staying engaged with university brands, programs, and priorities What you need to be great in this role: - Experience in an account management, client services, or project management role in a creative, marketing, or content production environment - Strong organizational skills and the ability to manage multiple concurrent workstreams - Clear written and verbal communication skills with direct client interaction at marketing manager and director level - Proactive, solutions-focused working style - Familiarity with project management or workflow systems (OMG, Workfront, Asana, or similar) - Understanding of creative production workflows in a multi-channel content environment - Comfort working across a multi-location team and collaborating remotely - Curiosity about how AI tools can enhance account management and creative production workflows - Willingness to develop proficiency with Pencil and OMG's AI-assist features - Ability to break down complex multi-brief workloads into clear, manageable priorities Compensation: - Base salary range: $97,750.00 to $109,250.00 USD, depending on experience and qualifications

🏢 Summary: Leadership role overseeing regional account management for post-sale revenue, retention, and expansion within a highly regulated 503A/503B healthcare environment. Responsible for AI-enabled forecasting, growth strategy, compliance-embedded execution, and executive customer engagement to drive predictable, scalable performance. Leads and develops high-performing teams while aligning cross-functional operations to ensure quality, regulatory adherence, and sustainable growth. 🗂️ Requirements: 10–15 years in account management, customer success, or post-sale commercial leadership, 1–2 years leading leaders, Bachelor’s degree or equivalent experience, Proven success improving retention and expansion in regulated or complex environments, Advanced proficiency in CRM and forecasting tools, Experience with AI-driven analytics for pipeline and performance management, Strong knowledge of compliance and risk management in regulated industries, Experience in healthcare, life sciences, or similar regulated industry (preferred) 📃 Skills: CRM, AI, Analytics, Forecasting, Automation, Segmentation, Scoring, Dashboards, Compliance, RiskManagement 🏢 Description: Position Summary: The Director, Account Management – East/Southeast leads regional post-sale revenue performance, retention, and expansion across the customer base, directly impacting predictable growth, customer lifetime value, and enterprise trust. This role owns strategy, operating cadence, and leader development, ensuring disciplined execution, accurate forecasting, and compliant delivery. Leveraging AI as a force multiplier, the leader scales insight generation, prioritization, and decision quality to accelerate speed, consistency, and outcomes. Operating within a hyper-growth, highly regulated 503A/503B environment, the role aligns customer commitments with quality, regulatory, and operational realities. Success requires strong strategic thinking, rigorous execution, and exceptional learning agility to navigate complexity, elevate standards, and deliver durable, scalable performance while building teams and institutionalizing repeatable systems. Responsibilities: Regional Account Revenue Ownership - Own regional retention and expansion performance through AI-enabled account strategies and disciplined execution. - Develop scalable expansion frameworks leveraging AI-driven segmentation and opportunity scoring. - Establish high-confidence forecasting systems using AI-enhanced analytics and performance dashboards. Account Management Team Leadership - Build and coach high-performing managers through structured development plans and performance analytics. - Drive rigorous performance management using data-backed interventions and AI tools. - Lead structured hiring, succession planning, and workforce planning initiatives. Customer Stewardship and Executive Engagement - Own senior-level customer relationships, leading strategic conversations and negotiations. - Ensure consistent delivery of customer commitments through disciplined account planning and performance tracking. - Design and execute retention programs leveraging predictive analytics and health scoring. Compliance-Embedded Account Execution - Standardize workflows using AI-enabled automation, playbooks, and performance metrics. - Collaborate cross-functionally with Operations, Quality, Finance, Legal, and Sales. - Embed compliance, quality, and contractual guardrails into all account activities. Forecasting, Renewal Discipline, and Predictability - Leverage AI and advanced analytics to inform strategy and enhance decision-making. - Build scalable systems and governance models supporting rapid growth. - Champion continuous improvement through innovation and process refinement. Knowledge and Skills: - Advanced proficiency in CRM platforms, forecasting tools, and AI-driven analytics. - Strong leadership capability in team development and organizational design. - Deep understanding of regulated business environments, risk management, and compliance alignment. - Exceptional communication and strategic thinking skills. Experience and Qualifications: - 10 to 15 years of experience leading account management, customer success, or post-sale commercial organizations, with at least 1 to 2 years leading leaders. - Demonstrated success improving retention and expansion in regulated or complex environments. - Experience in healthcare, life sciences, or similarly governed industries preferred. - Bachelor’s degree required or equivalent experience considered. Employee Benefits, Health and Wellness: Comprehensive benefits including medical, dental, and vision coverage, paid time off, 401(k) matching, wellness perks, IV therapy, and compounded medications. Physical Requirements: Requires frequent communication, prolonged stationary positioning, regular use of hands and computer equipment, and movement throughout the office and corporate campus. Regular standing, walking, reaching, balancing, stooping, kneeling, crouching, or crawling may be required.