ClinicMind Platform for Full-Cycle Patient Care

• Manage a portfolio of approximately 6–10 active onboarding accounts. • Serve as the primary point of contact from contract signing through onboarding completion. • Conduct Getting Started Calls (GSCs) to assess practice workflows, specialties, staffing structure, learning preferences, and onboarding requirements. • Establish onboarding expectations, milestones, and timelines. • Manage all client communications via email, phone, and Zoom. • Conduct regular client check-ins throughout the onboarding process. • Monitor client satisfaction and proactively identify potential concerns. • Guide clients through go-live preparation and readiness. • Deliver and/or coordinate the complete onboarding sequence, including: Getting Started Call (GSC), Billing Setup Call, Account Configuration, EHR Documentation Training, Billing Training, Insurance Training, Specialty Training, Dress Rehearsal. • Customize training sessions based on specialty, workflow, documentation requirements, and billing processes.

• Serve as a senior point of resolution for escalated, complex, and high-dollar billing issues routed from internal billing teams, BPO partners, support/help desk, retention, and client-facing staff • Perform detailed root cause analysis on denials, rejections, underpayments, payment-posting anomalies, and configuration errors • Identify and capture all affected claims and accounts when a systemic issue is found, and drive corrective action end-to-end through to verified resolution • Document findings clearly and present recommendations and corrective-action plans to team leads and leadership • Partner daily with multiple teams to resolve issues that span team boundaries • Own and manage hand-offs between functions, ensuring tasks are routed, tracked, and closed correctly • Execute and verify account setup and configuration changes • Act as a subject matter expert and escalation resource for the broader RCM organization, fielding questions and providing authoritative guidance • Author, refine, and maintain Standard Operating Procedures (SOPs) and training materials based on issues resolved • Communicate efficiently and professionally with clients on escalated matters • Manage a high volume of concurrent tasks against productivity and completion-rate targets without sacrificing accuracy.

• Serve as a senior point of resolution for escalated complex billing issues • Perform detailed root cause analysis on denials, rejections, and configuration errors • Identify and capture all affected claims and accounts • Document findings and present recommendations • Partner daily with multiple teams to resolve issues that span team boundaries • Own and manage hand-offs between functions • Communicate status, blockers, and resolutions proactively • Execute and verify account setup and configuration changes • Act as a subject matter expert and escalation resource • Author, refine, and maintain Standard Operating Procedures (SOPs) • Communicate efficiently with clients on escalated matters • Prepare and deliver updates to executive leadership • Manage a high volume of concurrent tasks against productivity targets

• Manage a portfolio of approximately 6–10 active onboarding accounts. • Serve as the primary point of contact from contract signing through onboarding completion. • Conduct Getting Started Calls (GSCs) to assess practice workflows, specialties, staffing structure, learning preferences, and onboarding requirements. • Establish onboarding expectations, milestones, and timelines. • Manage all client communications via email, phone, and Zoom. • Conduct regular client check-ins throughout the onboarding process. • Monitor client satisfaction and proactively identify potential concerns. • Escalate risks and issues to leadership when appropriate. • Guide clients through go-live preparation and readiness. • Deliver and/or coordinate the complete onboarding sequence, including: Getting Started Call (GSC), Billing Setup Call, Account Configuration, EHR Documentation Training, Billing Training, Insurance Training, Specialty Training, Dress Rehearsal. • Customize training sessions based on specialty, workflow, documentation requirements, and billing processes. • Ensure clients achieve clinical and billing readiness prior to graduation. • Provide same-day post-session recaps with SMART action items. • Maintain accurate documentation of all onboarding activities in Momentum CRM. • Coordinate with Revenue Cycle Management (RCM) teams to schedule and complete billing-related onboarding requirements. • Verify completion of: EDI enrollment, ERA setup, CMPay/Fortis activation. • Ensure all onboarding workstreams remain aligned and on schedule. • Complete graduation readiness verification, including: EDI confirmation, active payment processing, billing training completion, dress rehearsal completion, client confidence assessment. • Prepare and conduct account handoff to the Retention team.

• Serve as a senior point of resolution for escalated, complex, and high-dollar billing issues. • Perform detailed root cause analysis on denials, rejections, and payment-posting anomalies. • Identify and capture all affected claims and accounts when a systemic issue is found. • Communicate status, blockers, and resolutions proactively and professionally. • Execute and verify account setup and configuration changes. • Act as a subject matter expert and escalation resource for the broader RCM organization. • Author, refine, and maintain Standard Operating Procedures (SOPs). • Prepare and deliver clear written and verbal updates to executive leadership. • Manage a high volume of concurrent tasks against productivity and completion-rate targets.

• Serve as the primary strategic partner and advocate for our enterprise healthcare clients • Drive account retention, ensuring customer satisfaction, and fostering deep, trust-based relationships • Own the end-to-end retention strategy for a portfolio of enterprise healthcare accounts • Build and maintain executive-level relationships with key stakeholders • Identify expansion and upsell opportunities within existing accounts • Negotiate and support contract renewals • Monitor and analyze client health scores, product utilization metrics, and satisfaction indicators • Conduct regular business reviews • Serve as the first point of escalation for customer questions, concerns, and complaints • Accurately log all customer-reported issues, incidents, and service disruptions • Capture, document, and advocate for customer-requested system enhancements

• Serve as the primary strategic partner and advocate for enterprise healthcare clients • Drive account retention and ensure customer satisfaction • Foster deep, trust-based relationships across a portfolio of large-scale healthcare organizations • Own the end-to-end retention strategy for a portfolio of enterprise healthcare accounts • Build and maintain executive-level relationships with key stakeholders • Identify expansion and upsell opportunities within existing accounts • Negotiate and support contract renewals • Monitor and analyze client health scores and satisfaction indicators • Execute customer success plans aligning with customer goals • Conduct regular business reviews to assess progress against goals • Serve as the first point of escalation for customer inquiries and complaints • Accurately log all customer-reported issues in the company's CRM • Capture and advocate for customer-requested system enhancements • Facilitate regularly scheduled cadence calls and meetings with assigned accounts • Travel to customer sites as needed to strengthen relationships and conduct assessments

• Serve as the primary strategic partner and advocate for our enterprise healthcare clients. • Drive account retention, ensure customer satisfaction, and foster deep, trust-based relationships. • Own the end-to-end retention strategy for a portfolio of enterprise healthcare accounts. • Build and maintain executive-level relationships with key stakeholders. • Identify expansion and upsell opportunities within existing accounts. • Negotiate and support contract renewals in alignment with company objectives. • Monitor and analyze client health scores, product utilization metrics, and satisfaction indicators. • Execute customer success plans for each account that aligns with customer goals. • Conduct regular business reviews to assess progress against goals and demonstrate ROI. • Serve as the first point of escalation for customer questions, concerns, and complaints. • Accurately log all customer-reported issues, incidents, and service disruptions. • Capture, document, and advocate for customer-requested system enhancements.

• Serve as the primary strategic partner and advocate for enterprise healthcare clients. • Own the end-to-end retention strategy for a portfolio of enterprise healthcare accounts. • Build and maintain executive-level relationships with key stakeholders. • Identify expansion and upsell opportunities within existing accounts. • Negotiate and support contract renewals in alignment with company objectives. • Monitor and analyze client health scores, product utilization metrics, and satisfaction indicators. • Execute customer success plans for each account. • Conduct regular business reviews (QBRs) to assess progress against goals. • Serve as the first point of escalation for customer questions, concerns, and complaints. • Accurately log all customer-reported issues, incidents, and service disruptions. • Capture, document, and advocate for customer-requested system enhancements. • Facilitate regularly scheduled cadence calls and meetings with assigned accounts. • Travel to customer sites as needed to strengthen relationships and address escalations.

• Serve as the primary strategic partner and advocate for enterprise healthcare clients. • Own the end-to-end retention strategy for a portfolio of enterprise healthcare accounts. • Build and maintain executive-level relationships with key stakeholders. • Monitor and analyze client health scores, product utilization metrics, and satisfaction indicators. • Conduct regular business reviews (QBRs) to assess progress against goals. • Serve as the first point of escalation for customer questions, concerns, and complaints. • Accurately log all customer-reported issues, incidents, and service disruptions in the company's CRM. • Capture, document, and advocate for customer-requested system enhancements, new features, and workflow improvements. • Facilitate regularly scheduled cadence calls and meetings with assigned accounts. • Travel to customer sites as needed to strengthen relationships and support critical escalations.