Crossover Health

Role Description The Associate Account Principal serves as the primary client support/liaison to Crossover’s self-insured clients. This role is responsible for developing the strategy and service road map for growth with assigned clients in partnership with Crossover’s Account Principal, Practice Lead, and Physician Lead. These three functions work together as a Triad to provide clinic leadership focused on achieving Crossover’s “quadruple aim”: - Decreased spend - Increased quality - Improved engagement - Strong employee/provider engagement Job Responsibilities - Develops annual clinic budget and goals, coordinating with the Triad to ensure client goals and contract metrics are integrated and achieved. - Develops client budget and financial reporting for clients, partnering with Finance, the Dyad, and clinical operations, as appropriate. Oversees unbilled expenses, performance guarantees, and seeks client approval of additional spending or investments. - Ensures a smooth hand-off from sales on new client implementations. - Develops recommendations and delivers a 2-year service/revenue growth plan for the client. - Identifies programs that result in growing and expanding services/revenue (both horizontal and vertical growth) in concert with the client. Implements strong program management, coordinating with partners and stakeholders to ensure contract milestones are achieved. - Designs, develops, measures and reports against practice plan goals, with structured problem solving approach. - Builds strong relationships with clients and key decision makers, identifying account strengths and development needs and working with stakeholders to improve effectiveness and efficiencies. - Drives renewal strategies for existing clients, provides support for client negotiations. - Works with the client to resolve contract questions, including billing/payment issues. - Performs other duties as assigned. Qualifications - Bachelor’s Degree - Account management or sales experience, 4 years minimum - Experience managing client relationships, 4 years minimum - Successful track record of retaining and growing client revenue, 4 years minimum Preferred Qualifications - Healthcare experience - Excellent communication, interpersonal, and organizational skills to serve as a trusted advisor to the client and influential leader to team members. - Excellent computer skills with knowledge of Apple and Google-based technology or client technologies such as Microsoft or HP - Experience working in a collaborative team environment - Creative, flexible and easily adapts to changing priorities - Energetic, takes initiative and able to work in a team environment, as well as autonomously when needed - Embraces innovative healthcare delivery Physical Job Requirements - Requires travel to client/practice locations and management meetings 15-25% - Requires standing, walking and sitting for extended periods of time - Requires corrected vision, hearing and speech within normal ranges - Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Benefits - Base pay range: $121,899.00 to $164,564 per year - Pay range may vary depending on work location, applicable knowledge, skills, and experience - This position may be eligible for an annual bonus opportunity - Comprehensive benefits package includes: - Medical Insurance - Dental Insurance - Vision Insurance - Short- and Long-Term Disability - Life Insurance - Paid Time Off - 401K Company Description Crossover Health is creating the future of health as it should be. A national, team-based medical group with a focus on wellbeing and prevention that extends beyond traditional sick care, the company delivers an entirely new model of healthcare—Primary Health—built on the foundation of trusted relationships, an interdisciplinary care team approach, and outcomes-based payment. Crossover’s Primary Health model integrates primary care, physical medicine, mental health, health coaching, care navigation and more, and delivers care in surround-sound—in-person, virtually and via asynchronous messaging. Together we are building a community of members that embraces healthcare as a proactive part of their lifestyle.

Role Description Crossover Health is creating the future of health as it should be. A national, team-based medical group with a focus on wellbeing and prevention that extends beyond traditional sick care, the company delivers an entirely new model of healthcare—Primary Health—built on the foundation of trusted relationships, an interdisciplinary care team approach, and outcomes-based payment. Crossover’s Primary Health model integrates primary care, physical medicine, mental health, health coaching, care navigation and more, and delivers care in surround-sound—in-person, virtually and via asynchronous messaging. Together we are building a community of members that embraces healthcare as a proactive part of their lifestyle. Qualifications - Applicable knowledge, skills, and experience. Requirements - Base pay range for this position is $20.46 to $27 per hour. - Pay range may vary depending on work location. Benefits - Comprehensive benefits package that includes Medical, Dental, Vision, and 401K. Company Description Crossover Health is committed to Equal Employment Opportunity regardless of race, color, national origin, gender, sexual orientation, age, religion, veteran status, disability, history of disability or perceived disability. If you need assistance or an accommodation due to a disability, you may email us at careers@crossoverhealth.com. - We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.

Role Description For patients who need care outside of Crossover’s Onsite and Near site clinics, we are actively curating a network of medical specialists in the community who will partner with us to coordinate and deliver excellent care. The focus is on demonstrated high-quality care, patient experience, practice efficiency, cost effectiveness, and a service level consistent with Crossover Health standards. This position will help to manage, update and curate this network in addition to taking over full logistical and workflow ownership of the referral process. This will include: - Capturing all incoming clinic requests for referrals - Managing the scheduling and appointment creation for all referrals - Communications between patient, specialist, and Crossover - Documentation in the appropriate tools Qualifications - At least 3 years of applicable experience (experience in a Primary Care setting preferred) - High school diploma/GED required - Proficient working with Google spreadsheets and/or Excel, database management and data tracking Requirements - Daily processing of referrals to secondary care, outside of Crossover Health (specialists, imaging, community resources, employer benefits) - Maintain high quality specialist, community service, and employer benefit directories - Maintain ongoing communication, tracking, and appropriate documentation on referrals to ensure continuity of care - Ensure that referrals are addressed in a timely manner - Assist with training relevant stakeholders (MDs and CNs) on the external referral process - Assist with prior authorizations as needed - Be the single point of contact between specialists, the clinic physicians, and the patients when care is needed outside of a Crossover Health clinic - Use clinical judgment and critical thinking to discern and refine the correct provider type and stratify the urgency of the referral - Generate a complete referral packet and ensure timely submission to the specialist of the appropriate clinical documents - Ensure the arrival of the packet at the specialist office and a timely patient appointment - Work within the parameters of the patient insurance benefits and consult with benefit specialists as needed - Troubleshoot downstream complications or unexpected circumstances - Interface regularly in a professional and collegial way with primary care MD’s and RN’s and clinic Hosts - Assist in the development of technology and service innovations - Perform other duties as assigned Benefits - The base pay range for this position is $25.89 to $34 per hour - Pay range may vary depending on work location, applicable knowledge, skills, and experience - This position will be eligible for 401K Physical Job Requirements - May require standing, walking and sitting for extended amounts of time - Occasionally lift and carry items weighing up to 50 lbs - Manual and finger dexterity and hand-eye coordination - Includes full range of body motion - Requires corrected vision, hearing and speech within normal ranges

• Work with the client and client team to support onsite operations, program growth, communications and reporting. • Specific to the Program focus, supports Sales and Account Management teams, RFI responses, clinic and staffing models, forecasts, and budgeting. • Responsible for focused program initiation and optimization efforts to operate at scale as assigned by the Enterprise Operations Manager: Develop and continuously optimize program workflows, integrations, regulatory compliance, ROI, reporting, and related KPIs. • Provide program and partnership oversight and manage any needed procurement, vendor, or other relationships. • Establish reporting/KPIs, provide regular updates on program performance to leadership and make recommendations for continuation, conclusion, or enhancements as needed based on business value. • Implement and revise program/s to enable clinic efficiency, quality, and patient/client satisfaction and meet contractual agreements. • Establish and implement operational strategies to meet organizational goals within budget and timelines. • Remotely support new program implementations, as needed. • Performs other duties as assigned

About Crossover Health Crossover Health is creating the future of health as it should be. A national, team-based medical group with a focus on wellbeing and prevention that extends beyond traditional sick care, the company delivers an entirely new model of healthcare—Primary Health—built on the foundation of trusted relationships, an interdisciplinary care team approach, and outcomes-based payment. Crossover’s Primary Health model integrates primary care, physical medicine, mental health, health coaching, care navigation and more, and delivers care in surround-sound—in-person, virtually and via asynchronous messaging. Together we are building a community of members that embraces healthcare as a proactive part of their lifestyle. Job Summary Candidates must reside within a commutable distance of Purchase, New York. Job Responsibilities The Engagement Coordinator is an essential entry-level position in the Client Success team, responsible for executing high-quality, tactical support across client-facing events, engagement initiatives, and member outreach. - Plan, coordinate, and oversee logistics for client and member events, including webinars, health fairs, open enrollment fairs, and clinical events, with responsibility for ensuring alignment with client objectives and successful outcomes. - Manage event communications, tracking, and preparation of marketing or educational materials - Serve as the onsite engagement lead, guiding members through registration, appointment setup, platform navigation, and education, while independently resolving issues and representing Crossover Health as the primary client-facing resource. - Coordinate and manage engagement calendars, ensuring proactive alignment of activities across clients and events, and exercising judgment in prioritization and resource allocation. - Support outbound engagement efforts including proactive outreach, text campaigns, and other member outreach efforts as assigned - Assist in internal documentation, stakeholder communications, and basic reporting from events - Performs other duties as assigned Required Qualifications - 1 + years of professional experience in roles such as event coordination, community outreach, administrative support, or customer service, ideally with direct client or member interaction - Demonstrates strong interpersonal skills and the ability to engage confidently with clients, members, and cross-functional partners - Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced, changing environment - Proficiency in Google Workspace and working knowledge of collaboration/design tools (e.g., Canva) and task/project management platforms - Ability to work independently and manage shifting priorities in a fast-paced environment - Willingness to learn health and insurance concepts - Strong written and verbal communication skills Preferred Qualifications - Prior experience supporting onsite events, outreach campaigns, or marketing activations where logistics, client interaction, and follow-through were key to success - Comfort with client-facing responsibilities, such as presenting information, answering questions, or supporting adoption of services - Experience working in a high-travel or event-heavy role is a plus - Exposure to healthcare, wellness, or benefits-related fields Physical Job Requirements - Ability to travel independently up to 75% of the time - Physically able to lift up to 50 lbs - Requires standing, walking and sitting for extended periods of time - Requires corrected vision, hearing and speech within normal ranges - Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions The base pay range for this position is $61,923.00 to $80,500 per year. Pay range may vary depending on work location, applicable knowledge, skills, and experience. This position may be eligible for an annual bonus opportunity and comprehensive benefits package that includes Medical Insurance, Dental Insurance, Vision Insurance, Short- and Long-Term Disability, Life Insurance, Paid Time Off and 401K. Crossover Health is committed to Equal Employment Opportunity regardless of race, color, national origin, gender, sexual orientation, age, religion, veteran status, disability, history of disability or perceived disability. If you need assistance or an accommodation due to a disability, you may email us at careers@crossoverhealth.com. To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes. #LI-Remote

• Designs, implements, maintains, and tests our core API server • Enhances and maintain database schemas, carefully craft queries, and build migrations • Works in a cross functional, mission-driven team alongside product managers, designers, and clinicians, designing and building the platform that redefines healthcare • Mentor and coach other developers to help break down silos and build experience and growth within the company • Manage large refactors by breaking down work, estimating scope of work, and coordinating with stakeholders to identify risks and trade-offs • Actively participate in meetings, and create cross-team collaboration where necessary to address business goals • Create and maintain internal documentation to facilitate knowledge sharing and retention. • Performs other duties as assigned.

• Partners with Associate Principal or Senior Client Success Manager to leverage Account Management systems and dashboards to proactively identify opportunities to impact team revenue goals • Consults with client on planning, execution and analysis of tailored engagement strategies and tactics • Develops and executes against path to achieving/exceeding revenue targets as related to member engagement • Completes client discovery and expectation setting around engagement activities • Leads client engagement initiatives • Partners with clients to develop and execute onsite and virtual events to increase engagement • Partners with Marketing to design events and experiences that drive account activations and users • Responsible for supporting new account implementation • Manages a cadence of proactively scheduled client interactions • Leverages internal data sources to draft client facing materials • Partners with Associate Principal and Senior Client Success Manager to work cross functionally to respond to urgent client requests • Partner and collaborate with Medical Group, Clinical Operations, Technology, Data Science & Analytics, Marketing, Product on engagement efforts • Provides support across the Account Management team to manage internal projects and revenue reporting • Performs other duties as assigned

About Crossover Health Crossover Health is creating the future of health as it should be. A national, team-based medical group with a focus on wellbeing and prevention that extends beyond traditional sick care, the company delivers an entirely new model of healthcare—Primary Health—built on the foundation of trusted relationships, an interdisciplinary care team approach, and outcomes-based payment. Crossover’s Primary Health model integrates primary care, physical medicine, mental health, health coaching, care navigation and more, and delivers care in surround-sound—in-person, virtually and via asynchronous messaging. Together we are building a community of members that embraces healthcare as a proactive part of their lifestyle. Job Summary The Associate Account Principal serves as the primary client support/liaison to Crossover’s self-insured clients.  This role is responsible for developing the strategy and service road map for growth with assigned clients in partnership with Crossover’s Account Principal, Practice Lead, and Physician Lead.  These three functions work together as a Triad to provide clinic leadership focused on achieving Crossover’s “quadruple aim” -- 1) decreased spend, 2) increased quality, 3) improved engagement, and 4) strong employee/provider engagement. Job Responsibilities Develops annual clinic budget and goals, coordinating with the Triad to ensure client goals and contract metrics are integrated and achieved. Develops client budget and financial reporting for clients, partnering with Finance, the Dyad, and clinical operations, as appropriate. Oversees unbilled expenses, performance guarantees, and seeks client approval of additional spending or investments. Ensures a smooth hand-off from sales on new client implementations. Develops recommendations and delivers a 2-year service/revenue growth plan for the client. Identifies programs that result in growing and expanding services/revenue (both horizontal and vertical growth) in concert with the client.  Implements strong program management, coordinating with partners and stakeholders to ensure contract milestones are achieved. Designs, develops, measures and reports against practice plan goals, with structured problem solving approach. Builds strong relationships with clients and key decision makers, identifying account strengths and development needs and working with stakeholders to improve effectiveness and efficiencies. Drives renewal strategies for existing clients, provides support for client negotiations. Works with the client to resolve contract questions, including billing/payment issues. Performs other duties as assigned. Required Qualifications Preferred Qualifications Healthcare experience Excellent communication, interpersonal, and organizational skills to serve as a trusted advisor to the client and influential leader to team members. Excellent computer skills with knowledge of Apple and Google-based technology or client technologies such as Microsoft or HP Experience working in a collaborative team environment Creative, flexible and easily adapts to changing priorities Energetic, takes initiative and able to work in a team environment, as well as autonomously when needed Embraces innovative healthcare delivery Physical Job Requirements Requires travel to client/practice locations and management meetings 15-25% Requires standing, walking and sitting for extended periods of time Requires corrected vision, hearing and speech within normal ranges Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions The base pay range for this position is $110,817.00 to $149,603 per year. Pay range may vary depending on work location, applicable knowledge, skills, and experience. This position may be eligible for an annual bonus opportunity and comprehensive benefits package that includes Medical Insurance, Dental Insurance, Vision Insurance, Short- and Long-Term Disability, Life Insurance, Paid Time Off and 401K. Crossover Health is committed to Equal Employment Opportunity regardless of race, color, national origin, gender, sexual orientation, age, religion, veteran status, disability, history of disability or perceived disability. If you need assistance or an accommodation due to a disability, you may email us at careers@crossoverhealth.com. To all recruitment agencies : We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes. #LI-Remote

• Serve as the primary administrator for Okta and other IAM platforms, managing user identities, access policies, and integrations with internal and third-party applications. • Design, configure, and maintain SSO and SAML/OIDC integrations to enable secure and efficient authentication for both internal and external users across SaaS and custom applications. • Develop and deploy Okta Workflows and APIs to automate identity lifecycle events, access requests, access grants, and deprovisioning processes to ensure timely and compliant access control. • Collaborate with Security, HR, and IT to implement access review programs and ensure role-based access control (RBAC), least privilege, and segregation of duties across the environment. • Translate security policies and compliance requirements into technical IAM controls and configurations, ensuring alignment with company policies and industry best practices. • Support incident response and audit activities by providing identity-related data, analysis, and remediation recommendations for access-related events or anomalies. • Maintain detailed documentation of identity systems, integrations, and workflows, and provide training and guidance to IT and business stakeholders on access management best practices.

• Detect, analyze, and respond to security incidents, ensuring timely remediation, documentation, and lessons learned. • Develop, tune, and maintain detection logic across SIEM, EDR, IDS, and related platforms to improve visibility and reduce false positives. • Build and maintain SOAR playbooks and scripts to automate alert triage, response actions, and routine operational tasks. • Correlate threat intelligence with internal telemetry to identify emerging risks and inform new detection capabilities. • Operate and enhance monitoring systems to identify potential threats across cloud, endpoint, and network environments. • Support awareness and phishing programs, and deliver clear, actionable reporting and communications on security posture and incidents to leadership. • Develop DLP rules and processes to detect and prevent data loss or misuse across cloud, endpoint, and email systems.