Medsuite Inc

• Ensures medical records are complete within the electronic medical records system by identifying and obtaining any missing chart information including signatures from physicians and other pertinent personnel • Reports on incomplete medical records based on the deadlines given • Conducts Review of Systems (ROS), Exam, HPI, and MD Notes • Retrieves existing medical records from Electronic Medical Records (EMR) system • Scans and inputs documents • Verifies that information is indexed appropriately • Pulls down medical records through Automate Tasks • Logs into hospital systems and downloads registration logs and demographic data • Documents work processes as required • Creates new entries and sub files as needed with correct medical record number • Monitors the performance of the Automate Tasks • Performs special projects and other duties as assigned

• Manage and resolve escalations from internal team members and client services to ensure timely and accurate completion • Investigates and resolves matters that Client Success escalates from clients to resolve • Research and complete special projects for Posting as requested • Assist with departmental training as requested • Assist with audits as requested • Provide process improvement feedback to leadership • Performs other duties as assigned

• Own and drive the company's overall client retention and renewals strategy, with accountability for NRR, gross renewal rate (GRR), and expansion revenue targets • Build, lead, and mentor a team of Retention Managers and Renewal Specialists, establishing performance standards, career development paths, and coaching cadences • Serve as the executive sponsor for high-value and strategically critical accounts, including direct engagement in escalation resolution and renewal negotiations • Partner with the business stakeholders to define retention targets, report performance, and align retention initiatives with portfolio growth goals • Establish and continuously refine the retention and renewals operating model, including playbooks, escalation frameworks, forecasting methodology, and QBR standards • Oversee the full renewal lifecycle across all tiers of the book of business, ensuring every renewal is initiated 90+ days in advance and progresses through a disciplined commercial process • Lead commercial negotiations on complex, high-value, or multi-year renewal agreements in collaboration with Sales, Legal, and Finance • Develop tiered renewal strategies that differentiate approach by account size, health score, and strategic value • Build and maintain a renewal forecast model with ±5% accuracy; present monthly to VP of Client Success and quarterly to the executive team • Define and own the risk management framework — including early warning indicators, red-account protocols, and cross-functional intervention plans • Leverage Gainsight to build and optimize health score models, lifecycle journeys, automated playbooks, and risk CTAs across all client segments • Collaborate with Product, Implementation, and Support to identify systemic churn drivers and lead cross-functional remediation initiatives • Analyze win/loss and churn data to surface patterns, present findings to leadership, and continuously close retention gaps • Design and deliver executive-ready retention dashboards and KPI reporting for internal leadership, PE board packages, and investor updates • Establish data hygiene and CRM standards that ensure renewal pipeline accuracy and consistent forecasting • Partner with Revenue Operations to align retention metrics with company-wide ARR and revenue reporting

• Lead collaboration with business stakeholders to gather, analyze, and document complex system requirements • Perform advanced analysis of system functionality and end-to-end business processes • Serve as a senior point of contact for investigating escalated or high-priority system issues • Partner with external vendors and internal technical teams to coordinate system changes • Support intake, prioritization, and ongoing management of system-related work items within a Kanban-based workflow • Maintain oversight of the system work backlog • Lead or support system maintenance activities, configuration updates, testing coordination, and validation efforts • Provide guidance and knowledge sharing to less senior analysts

• Perform ongoing analysis of medical record documentation and codes assigned per CMS, CPT, and Ventra Health documentation guidelines. • Assign appropriate ICD-10-CM and CPT codes and modifiers according to documentation. • Perform MIPS review as needed. • Perform Provider QA as needed. • Document coding errors. • Assist coding management. • Assist with client/provider audits as needed. • Assist with reviewing work product of new coders in training, as needed. • Provides feedback to coders on coding discrepancies/deficiencies, as needed. • Provides feedback to coding manager on documentation deficiencies in a timely manner. • Respond to questions from designated coders. • Maintain confidentiality for all personal, financial, and medical information found in medical records per HIPAA guidelines and Ventra Health policy.

• Manage access across Electronic Medical Records (EMR) systems, billing platforms, and payer portals. • Coordinate new account setups, password management, role assignments, and deactivations. • Submit and track access requests including new user setups and account modifications. • Assign and validate appropriate access types (e.g., Eligibility & Benefits, Claims). • Ensure URLs, login credentials, and role-specific system configurations are accurately captured. • Collaborate closely with internal project leads and implementation teams.

• Lead, mentor, and supervise the combined EDI Enrollment teams • Oversee end-to-end processes for new and expanding clients • Monitor enrollment statuses, pending approvals/signatures, and exceptions • Handle complex escalations and troubleshooting for enrollment failures • Partner with Client Onboarding Lead and Revenue Cycle service delivery teams

• Provide legal advice, guidance, and counsel to the organization on client and vendor contracts. • Draft, review, and negotiate a large volume of strategic contracts. • Identify and address legal and commercial risks in contracts. • Successfully manage and resolve contract disputes and litigation matters. • Mentor and provide guidance to other legal department members.

• Serve as the primary architect of our commercial pricing strategy • Create deal pricing models across all Ventra Health business units • Design, build and maintain complex pricing models for a private-equity sponsored, healthcare B2B revenue cycle management organization • Conduct what-if scenario analysis to predict the impact of pricing changes and customer variables on revenue and margin • Manage a high throughput of pricing requests, delivering rapid but rigorous financial validation for the sales team • Act as strategic partner to business unit presidents and the sales organization, providing the data-backed ‘why’ behind pricing recommendations and scenario analysis • Lead weekly executive deal reviews to drive alignment on pricing proposals

• Provide leadership and strategy for Client Success and Revenue Cycle operations for RP • Establish and maintain senior-level relationships with key clients; serve as trusted advisor • Ensure delivery of best-in-class service and client satisfaction across all engagements • Lead client retention and growth strategies, including expansion within existing accounts • Partner with Growth teams to support new business development and client acquisition • Oversee successful onboarding and implementation of new clients • Oversee end-to-end revenue cycle operations including accounts receivable, billing, collections, EDI, and denial management • Drive operational performance through KPIs, benchmarking, and continuous improvement • Ensure optimization of workflows, policies, and best practices across service delivery • Monitor financial and operational trends; proactively identify risks and opportunities • Own action plans for performance gaps, including client escalations and service line watchlists • Provide executive oversight for system enhancements and technology enablement • Own performance of key financial metrics including collections, AR health, and productivity • Leverage data and analytics to drive decision-making and operational improvements • Deliver executive-level reporting and insights to senior leadership • Ensure alignment to enterprise financial goals and client contractual expectations • Build, lead, and develop a high-performing, globally distributed team • Drive a culture of accountability, performance, and continuous development • Oversee talent strategy including hiring, coaching, succession planning, and engagement • Foster cross-functional collaboration across Client Success, Operations, and Enterprise Service Delivery • Lead offshore partnerships and ensure productivity and performance alignment • Partner closely with Enterprise Service Delivery to ensure seamless execution • Act as a key contributor to enterprise strategic planning • Promote alignment across departments to drive end-to-end client outcomes