Consulting Firm

• Conduct virtual consultations with business owners • Review business and financial profiles to assess funding readiness • Educate clients on business funding, credit positioning, and lending best practices • Develop customized funding strategies based on each client's goals • Guide clients through the funding application process from start to finish • Maintain accurate client records within the CRM • Collaborate with setters, closers, and leadership to ensure a seamless client experience • Stay current on funding products, lender requirements, and industry trends

• Perform internal quality reviews for inpatient and outpatient coding across multiple Health Information Management Service Centers (HSCs). • Audit medical records to ensure coding accuracy, completeness, and compliance with MS-DRG and national standards. • Provide feedback, coaching, and documentation support to coders to improve performance and maintain consistency. • Participate in special review projects and policy-driven audit initiatives. • Maintain productivity and accuracy rates of at least 95%. • Keep coding knowledge current by reviewing official data quality standards, coding guidelines, and policy updates. • Support adherence to internal and external compliance requirements for data and reimbursement accuracy.

• Build and optimize HubSpot CRM architecture • Design lifecycle stages and deal stages • Create scalable sales pipelines and workflows • Implement lead scoring and segmentation systems • Build dashboards and KPI reporting systems • Manage contact properties, routing, and attribution tracking • Maintain CRM cleanliness and operational integrity • Build automations using HubSpot, Zapier, Make, APIs, and webhooks • Create automated lead routing systems • Build SMS and email nurture sequences • Implement onboarding automations • Create no-show, follow-up, and reactivation workflows • Automate repetitive operational tasks • Improve speed-to-lead and response handling • Build executive dashboards and operational reporting • Track CPL, CAC, show rates, close rates, funding approval rates, lead source ROI, rep performance, pipeline velocity, lifecycle conversion metrics • Identify operational bottlenecks and revenue leaks • Improve sales efficiency and conversion systems • Improve the client experience from first touch to fulfillment • Optimize onboarding, communication, reminders, and follow-up systems • Reduce operational friction and lead leakage • Align marketing, sales, setters, closers, and fulfillment into one operating system

• Build and optimize HubSpot CRM architecture • Design lifecycle stages and deal stages • Create scalable sales pipelines and workflows • Implement lead scoring and segmentation systems • Build dashboards and KPI reporting systems • Manage contact properties, routing, and attribution tracking • Maintain CRM cleanliness and operational integrity • Build automations using HubSpot, Zapier, Make, APIs, and webhooks • Create automated lead routing systems • Build SMS and email nurture sequences • Implement onboarding automations • Create no-show, follow-up, and reactivation workflows • Automate repetitive operational tasks • Improve speed-to-lead and response handling • Build executive dashboards and operational reporting • Track CPL, CAC, show rates, close rates, funding approval rates, lead source ROI, rep performance, pipeline velocity, lifecycle conversion metrics • Identify operational bottlenecks and revenue leaks • Improve sales efficiency and conversion systems • Optimize the client experience from first touch to fulfillment • Align marketing, sales, setters, closers, and fulfillment into one operating system

• Perform high-volume outbound outreach via calls, texts, emails, and LinkedIn • Prospect into SMB owners, tax professionals, realtors, and service-based businesses • Qualify leads based on credit, revenue, and intent • Book high-quality strategy calls for the sales team • Execute aggressive follow-up on aged and inbound leads • Conduct social engagement and direct message outreach on Instagram and LinkedIn • Support light content execution, including posting, commenting, and replying • Manage and maintain pipeline within CRM (HubSpot or equivalent) • Track activity and performance metrics consistently • Develop skills to grow into a full closing role

- Manage and coordinate calendars across multiple priorities - Schedule, confirm, and adjust meetings in real time - Ensure all calls and meetings are properly prepared and executed - Manage Gmail and/or Outlook inbox, including drafting and organizing communications - Maintain CRM (HubSpot) with accuracy and track all leads and clients through pipeline stages - Coordinate client onboarding, documentation, confirmations, and follow-ups - Manage candidate pipeline within ATS (Workable), including organizing and tracking applicants - Support social media scheduling, posting, and engagement across LinkedIn and Instagram - Assist with personal scheduling, appointments, and administrative logistics - Coordinate with internal and external partners to support daily operations - Utilize tools such as Jotform for intake, documentation, and workflow tracking - Provide daily updates on priorities, pipeline status, and key operational items - Proactively identify and resolve operational issues

• Perform high-volume outbound outreach via calls, texts, emails, and LinkedIn • Prospect into SMB owners, tax professionals, realtors, and service-based businesses • Qualify leads based on credit, revenue, and intent • Book high-quality strategy calls for the sales team • Execute aggressive follow-up on aged and inbound leads • Conduct social engagement and direct message outreach on Instagram and LinkedIn • Support light content execution, including posting, commenting, and replying • Manage and maintain pipeline within CRM (HubSpot or equivalent) • Track activity and performance metrics consistently • Develop skills to grow into a full closing role

• Manage and coordinate calendars across multiple priorities • Schedule, confirm, and adjust meetings in real time • Ensure all calls and meetings are properly prepared and executed • Manage Gmail and/or Outlook inbox, including drafting and organizing communications • Maintain CRM (HubSpot) with accuracy and track all leads and clients through pipeline stages • Coordinate client onboarding, documentation, confirmations, and follow-ups • Manage candidate pipeline within ATS (Workable), including organizing and tracking applicants • Support social media scheduling, posting, and engagement across LinkedIn and Instagram • Assist with personal scheduling, appointments, and administrative logistics • Coordinate with internal and external partners to support daily operations • Utilize tools such as Jotform for intake, documentation, and workflow tracking • Provide daily updates on priorities, pipeline status, and key operational items • Proactively identify and resolve operational issues

• Identify and capture new B2B business opportunities to consistently meet and exceed sales targets within the Dallas territory. • Conduct comprehensive packaging audits at client sites; collaborate with the internal Design Team to deliver customized structural and display solutions. • Determine technical product specifications, prepare accurate quotes, and manage pricing strategies to ensure healthy margins and competitive positioning. • Build and maintain deep-rooted relationships with key customer contacts, serving as a trusted advisor for their packaging needs. • Compile and analyze customer data to build a robust, high-conversion prospect list and track performance through weekly/monthly activity reports. • Respond promptly to technical inquiries regarding product availability, credit terms, and specialty manufacturing capabilities. • Maintain high visibility in the market through regular client visits to assess needs and promote cross-selling of additional products and services.

• Develop and execute regional sales strategies targeting key decision-makers within the dealer sales channel and end-user accounts. • Act as the primary corporate representative, fostering high-level relationships with assigned dealers and regional offices. • Engage with Fortune 500 C-suite executives (CEO, CIO, CFO) to present ROI analyses and technical workflow evaluations. • Provide technical expertise to enable in-depth analysis and recommendation of appropriate imaging hardware and software solutions. • Manage the complete dealer sales channel lifecycle, including territory oversight, marketing execution, and technical education. • Conduct introductory sales calls and provide expert support for proposal development and complex bid responses. • Coordinate regional product launches and technical updates for equipment and software suites. • Manage and represent the company at select industry events and trade shows.