Nsight

• Operate in a high-volume clinical call center environment managing a combination of inbound and outbound telephonic patient interactions throughout each shift • Conduct outbound phone calls to check in on patients and address health concerns (expected call volume ranges from 70 to 90 calls per day) • Handle inbound phone calls with efficiency and professionalism, triaging and routing appropriately based on clinical urgency in a fast-paced queue-based environment • Route non-clinical inbound calls to the appropriate departments across the company, ensuring minimal hold times and a positive caller experience • Monitor and respond to Remote Patient Monitoring (RPM) alerts in real time, escalating concerns when clinically indicated while managing concurrent call center workflows • Collaborate with providers to coordinate timely and effective patient care via telephonic communication • Perform monthly wellness assessments and complete comprehensive chart reviews • Accurately document all patient interactions in our clinical platform in real time • Consistently meet or exceed individual and team performance metrics related to care quality, patient engagement, call handle times, response times, and adherence to protocol standards • Pivot to different workflows as needed, including RPM Adherence calls, Onboarding calls, and comprehensive chart reviews, particularly toward the end of each month to support departmental goals • Maintain compliance with company policies and applicable regulations • Perform other duties as assigned

• Own the health and status of your assigned accounts against a clear green, yellow, and red standard, keeping a direct line to each decision maker so every account can be championed when it counts. • Own retention on your accounts, surfacing risk early and pulling in your Director, Support, Implementation, and Customer Growth partners to keep at-risk accounts whole. • Move your accounts onto durable long-term agreements that protect and compound the book. • Serve as the senior point of contact above the front line, engaging providers directly to resolve and de-escalate the hardest issues with composure. • Project manage issues to resolution, coordinating Support and Implementation to close them cleanly and keep the provider informed throughout. • Maintain accurate account health, status, and activity in HubSpot so that your book reads clearly to your Director and leadership.

• Own provider referral generation across the Nsight Health book, getting providers to refer patients directly as they come through the door. • Lead the daily motion of logging into provider systems, identifying eligible patients, putting the opportunity in front of the provider, and following up to confirm the referral happened. • Own the relationship with the decision maker at each provider, building the trust that converts a one-time referral into a lasting habit. • Carry and track a patient referral quota for the team with clear targets for each Customer Growth Manager and each provider. • Drive the activation of automated refreshes across legacy clinics, including a spiff motion that converts providers who are not yet automated. • Serve as the voice of the provider to the rest of the organization, translating what providers need into clear direction for marketing, operations, clinical, and the Customer Success Manager team. • Partner closely with marketing and operations to align messaging, enablement materials, and workflows with what actually moves a provider to refer.

• Own and maintain the group's rolling financial model, including monthly re-forecasting of P&L, cash flow, and balance sheet. • Support the annual budgeting process, coordinating submissions from department heads and consolidating into a group view. • Track actuals vs. budget and forecast at both entity and group level, producing variance analysis with clear narrative. • Prepare and distribute the monthly internal reporting pack, including KPIs, financial performance, and departmental cost summaries. • Develop and maintain dashboards and reporting templates to improve the speed and quality of financial insights. • Build financial models and business cases to support strategic initiatives, investment decisions, and new program evaluations. • Conduct ad hoc analysis as requested by the CFO and senior leadership team, translating complex data into clear recommendations. • Maintain data integrity across all financial models and reporting outputs, ensuring consistency between actuals and management accounts. • Identify opportunities to improve the efficiency and accuracy of the FP&A process, including automation and tooling improvements.

• Own the macOS endpoint platform, operate the identity provider and Google Workspace day-to-day, and lead the technical project work that keeps a fully remote, fast-growing healthcare technology company running at its best. • Manage the full macOS lifecycle from imaging and deployment through refresh and retirement. • Triage endpoint detection and response alerts in partnership with the CISO and the MSP. • Operate the identity provider (Okta strongly preferred) day-to-day across groups, applications, SCIM provisioning, lifecycle workflows, and MFA policies. • Own the platform that makes joiner, mover, and leaver workflows effortless for the business. • Administer Google Workspace at depth across users, groups, organizational unit design, DLP rules, security center monitoring, Vault retention, and application access policies. • Lead technical projects including identity provider rollouts, MDM migrations, integrations, and automation initiatives. • Serve as Tier 3 escalation for the managed service partner, solving what they cannot. • Document everything. If it is not in a runbook, it does not exist. Operate inside an active HIPAA, SOC 2, and HiTrust environment.

• Own the full information collection process for every new Arryva property owner from signed agreement through completed handoff to the operations partner • Build and manage automated reminder sequences that keep new owners moving through the onboarding checklist without requiring manual follow-up at every step • Prepare and submit complete property packages to the operations partner once all required information has been collected and verified • Maintain a warm, professional, and proactive communication style with every new owner throughout the onboarding process

• Serve as the technical liaison between Nsight and the IVA provider • Manage day-to-day performance against quality and HIPAA compliance standards • Define acceptance criteria and build layered test harnesses for all provider releases • Configure and tune AI phone agents to meet clinical and operational goals • Build and own the alerting layer • Architect AI-driven quality intelligence pipelines • Build PHI-safe audio processing pipelines • Build the tooling the work requires

• Maintain and extend core PRVNT features including patient chart, clinical dashboards, adherence workflows, billing ledger, SOAP notes, and assessment delivery. • Extend clinician and manager dashboards to surface actionable data without requiring staff to hunt for it. • Support automated delivery of clinical assessments such as PHQ-9 and GAD-7 via secure SMS. • Integrate with EHRs using HL7 FHIR and SFTP-based connections. • Improve async reliability across messaging, letters, and billing file generation through job queuing and retry logic. • Maintain Twilio short code messaging pipelines and extend billing capabilities including trending reports and CPT code attribution. • Implement and maintain nurse license validation including state-level checks, expiration tracking, and care access restrictions. • Ensure HIPAA-compliant data handling across all features and BAA-covered third-party integrations. • Use Claude Code and GitHub Copilot as active development partners daily. • Apply AI tooling to accelerate feature delivery, test generation, and documentation. • Track and improve AI output ratios as a measurable productivity metric.

• Own the full AR and AP cycle across multiple entities, ensuring transactions are recorded accurately, timely, and in accordance with company policies. • Support payroll processing across entities in coordination with HR and the Financial Controller, ensuring accuracy and compliance with applicable regulations. • Execute monthly close procedures including journal entry preparation, account reconciliations, and general ledger maintenance. • Manage intercompany transactions across the Ciullo, Inc. portfolio, ensuring proper elimination entries and accurate consolidations. • Prepare financial reports, schedules, and supporting workpapers for internal leadership and external parties as needed.

• Own and govern the full HubSpot CRM ecosystem across all portfolio companies, including pipeline configuration, workflow automation, and reporting infrastructure • Maintain clean, auditable data across all commercial roles and drive adoption and proper utilization across SDR, AE, and Customer Success functions • Manage integrations with supporting platforms including Apollo and LinkedIn Sales Navigator • Own all revenue forecasting across the Ciullo, Inc. portfolio, delivering accurate monthly, quarterly, and annual projections to senior leadership • Build and maintain pipeline coverage models using historical data and cross-entity commercial trends • Produce standardized reporting across all brands with consistent methodologies and definitions so leadership always has one version of the truth • Participate in weekly huddles across commercial, finance, and operations functions, presenting data-driven updates on pipeline health, forecast accuracy, and performance trends across the portfolio • Design bottoms-up quota models, territory frameworks, and sales capacity plans aligned to growth targets • Design, calculate, and administer all variable compensation plans across the full commercial organization including SDRs, Account Executives, Customer Success Managers, and Customer Success Liaisons • Model compensation scenarios to support new hire planning, quota changes, and organizational restructuring • Maintain clean, auditable compensation records and deliver timely payout calculations to Finance • Act as the revenue operations point of contact for Finance, Clinical, Compliance, and Implementation teams on matters related to commercial data, reporting, and process governance • Support pricing analysis, deal economics, and P&L inputs in partnership with senior leadership • Identify and flag commercial process gaps across the organization and recommend solutions that improve efficiency at scale