Catena

• The entire Pearl CS team, centered on the success of our client portfolio — every account, every renewal, every escalation. When there's an issue, you're in the room as needed, and you win the save. Every time. • The client success team — you'll lead it, upgrade it, and reshape it as we scale. Structure will evolve; ownership won't. • Expansion — every account has more roles it should be filling with Pearl. Finding and closing that headroom is yours. • The referral engine — you'll farm warm intros from the accounts you make successful and hand qualified ones to BD on a standing quota. Happy clients introducing us is our cheapest, best pipeline, and it's your crop to harvest. • The relationship map — you'll know every stakeholder at every client, who they know, and how to connect people so both sides win. You create value before you ask for it. Your work with BD directors who have the same caliber network and relationships to really drive value for our network and have something great to offer.

• Own the orchestration layer connecting product experiences to banking infrastructure • Establish eval frameworks that prove our agents are reliable • Stay ahead of emerging agent protocols

• Work directly with customers to understand their technical and operational objectives, scope requirements, and prototype and propose solutions — then build them • Design, code, and launch features that improve and innovate on Catena's core platform, including the applications, APIs, and SDKs that enable secure, reliable commerce between AI agents and the financial system • Build and configure agent identity and credentialing systems within customer environments, ensuring every agent can be verified and every transaction can be audited • Drive product deployments end-to-end: configuration, policy setup, testing, and troubleshooting across diverse technical environments, including legacy financial infrastructure • Dive deep into customer codebases to understand how they're using Catena's products, surface friction points, and identify opportunities for improvement • Champion customer success — ensure Catena's team understands, prioritizes, and acts on customer feedback and pain points • Partner with internal stakeholders to continuously align Catena's product roadmap and strategy with what customers actually need in the field.

• Pick up inbound calls at a 90–95% rate during business hours • Attend 100% of pre-scheduled 15-minute video intro calls with potential patients • Screen patients using structured financing-readiness and benefits-eligibility questions • Educate potential patients on the client's non-surgical procedure offering in an educational, rapport-driven manner • Book qualified patients for clinical consultations with nurse practitioners • Join the last 10 minutes of medical consultations conducted by nurse practitioners • Walk patients through next steps, payment logistics, and financing options • Schedule follow-up calls for patients with outstanding questions • Drive conversion from warm handoff to final payment and closing • Document all patient interactions in the company's EHR system (calls, texts, scheduling) • Maintain HIPAA-compliant workflows and data-handling protocols • Track consultation booking rate and warm-handoff close rate from Day 1 • Collaborate with the team via Google Workspace (Google Chat as primary channel)

• Answer and route inbound calls • Manage patient scheduling • Monitor email and text communication • Execute EHR workflows for refills, referrals, and documentation follow-ups • Ensure no missed calls, no dropped follow-ups, and clean monthly performance reporting that protects clinician time and builds durable patient trust

• Work From Anywhere in LATAM and the Philippines • Work Schedule: US Timezone (Flexible) • Minimum 4 hours overlap with US business hours • Take full ownership of the month-end close • Manage vendor and payables through a modern spend platform • Drive process improvements ahead of the company's first external audit. • Success means running the close independently by day 60 and delivering a systems-improvement roadmap by day 90, with a defined growth path toward a Controller role.

• Work From Anywhere in LATAM or the Philippines • Work Schedule: EST | 9:00 AM – 6:00 PM (Monday–Friday, 40 hours/week) • Own outbound campaign execution and client onboarding end to end. • Sourcing roughly 1,000 leads per week through AI-powered enrichment tooling. • Building and populating outbound sequences. • Responding to 5–15 inbound prospect replies daily within a 30-minute window. • Introducing warm leads to clients, standing up email infrastructure for new accounts, and monitoring deliverability.

• Serve as the front line of the patient experience ensuring every customer feels supported from first inquiry through ongoing treatment • Own multi-channel inbound support • Verify pharmacy orders against each patient's products and dosages • Coordinate with pharmacy partners to resolve fulfillment issues • Follow up with inbound leads to guide them toward starting treatment • Maintain a high-touch, accurate support operation with measurable lead conversion and minimal order errors

• Work From Anywhere in LATAM and the Philippines • Design clean schemas, write efficient SQL, and optimize Postgres performance • Extend and evolve the Postgres schema across recruiting, candidates, and business operations • Build SQL views and derived tables for reporting and AI • Optimize query performance through indexing, partitioning, and execution-plan analysis • Complete schema audit with top-priority fixes shipped and measurable performance gains within the first 3-6 months

• Call suppliers to confirm receipt of RFx invitations • Walk suppliers through deadlines • Answer event questions • Route technical issues to the account team • Flag at-risk suppliers before participation slips • Keep contact records current • Help build the outreach playbooks this function runs on