OpenLoop

• Serve as the clinical subject matter expert (SME) for product and project teams, providing guidance on clinical workflows, clinical knowledge, and best practices for clinical data • Design, build, test, and update clinical data assets that provide clinical decision support and drive clinical workflows, - ensuring their ongoing accuracy, completeness, and clinical validity over time • Translate clinical requirements into workflow and informatics/data specifications, and validate that delivered features reflect sound clinical reasoning • Analyze clinical data to identify gaps, inconsistencies, and opportunities for improvement, and apply findings to enhance decision support logic and workflow automation • Review technical specifications for clinical workflow applications to provide clinical informatics input - and provide support as SME and IC for product managers leading clinical application products • Maintain and curate mappings to standardized clinical and medical vocabularies, supporting interoperability and consistency across systems • Collaborate with clinical, product, and engineering stakeholders to ensure data-driven features are safe, usable, and clinically meaningful • Partner with clinical leadership to support guideline development, clinical content governance, and quality and product enhancements • Work closely with Quality and Clinical Training/Education teams to identify areas of improvement for clinical workflows across the organization; collaboratively design and implement solutions • Other duties as assigned

• Assist in the maintenance and optimization of clinical onboarding modules within the Learning Management System • Ensure training materials reflect current practices, workflows, and platform capabilities • Support provider readiness by monitoring metrics and feedback related to onboarding and training activities. • Monitor designated communication channels to identify, triage, or escalate clinical or technical onboarding issues • Maintain and update clinical documentation and training materials across verticals and clients • Translate clinical workflows, regulatory requirements, and platform updates into clear, user-friendly educational materials • Assist in the development of new training resources related to clinical initiatives, workflow enhancements, or product updates • Support knowledge base management • Support the Sr. Clinical Specialist (NP) in coordinating required and supplemental materials for client launch preparedness • Collaborate with cross-functional teams to ensure clinical readiness for go-live • Participate in regular Clinical Education team meetings to align on priorities, share insights, and address challenges • Collaborate cross-functionally with Clinical Operations and Quality teams to support training and implementation efforts • Contribute to the ongoing refinement of clinical onboarding, training programs, and launch workflows to improve scalability and effectiveness • Identify trends, gaps, or recurring issues in provider education and escalate recommendations • Support quality improvement initiatives related to clinical training and provider performance • Assist with additional duties as assigned

• Execute high-volume, structured audits of provider charts to ensure protocol alignment and documentation accuracy. • Assist Quality RNs in "deep-dive" investigations to identify systemic gaps and process failures. • Monitor and maintain the database for provider quality trainings, ensuring 100% compliance during mass hiring cycles. • Disseminate approved quality messaging and educational updates to the provider population with professional tact. • Work across the organization to flag issues in the "intake-to-implementation" pipeline, preventing errors before they reach the clinical stage. • Jump in to support any team member or department project as organizational needs shift—we tackle every problem as a unified front.

• Lead a revamp of OpenLoop’s lifecycle marketing efforts from the ground up across prospects, customers, and patients. • Build and rapidly test marketing, onboarding, and customer success communications to accelerate adoption of our new self-serve product. • Build and optimize lifecycle marketing flows across pipeline generation, pipeline progression, customer activation, add-ons, upsells, cross-sells, and ongoing education. • Partner closely with Sales and Revenue Operations to create personalized communications that help progress mid-market and enterprise opportunities through the sales cycle. • Lead the charge on building OpenLoop’s customer marketing program, delivering education, best practices, activation support, and expansion opportunities to clients. • Manage and improve patient communications in partnership with Operations and Care teams, ensuring patients receive clear, helpful messaging that improves their care experience. • Partner with Revenue Operations to build personalized, AI-powered lifecycle communications across segments, personas, and lifecycle stages. • Design, launch, and measure tests across email, onboarding, customer education, remarketing, and other lifecycle channels to improve conversion, activation, retention, and expansion. • Build reporting that connects lifecycle marketing efforts to business outcomes, including influenced pipeline, revenue, attach rates, retention, expansion, and lifetime value. • Work end-to-end across the business to identify communication gaps, improve customer and patient journeys, and drive measurable impact from sales through patient experience.

• Own AP end-to-end across all OpenLoop entities — invoice intake, GL coding, approval routing, and payment runs — making sure vendors are paid accurately and on time, including urgent and time-sensitive payments. • Be the responsive face of AP. Own internal and vendor inquiries, resolve them quickly and professionally, and set and communicate clear expectations with stakeholders chasing payments. • Finish and stabilize the systems transition — closing the gaps where manual steps are currently being missed. • Build the process. Create and document repeatable AP workflows, approval matrices, controls, and SOPs — including a playbook that lets us onboard new entities and acquisitions cleanly. • Drive automation and process improvement as the systems mature — fewer manual touches, more automated approvals, a single interface. • Own the Ramp corporate card and expense program — coding review, spend policy, limits, reconciliation, and month-end true-up. • Run scheduled payment runs across multiple entities and bank accounts (ACH, check, wire, virtual card), managing cash-out timing in partnership with Accounting. • Own vendor master data and onboarding — W-9 collection, banking validation, and fraud controls such as callback verification on banking changes. • Handle intercompany AP and allocations across the entity group, including high-volume vendor activity at our pharmacy and laboratory subsidiaries. • Manage the AP team and set and track KPIs such as days payable outstanding, invoice cycle time, percent paid on time, and inquiry response time. • Support the AP close — accruals, reconciliations, aging, and reporting — and support monthly and quarterly close and external audit requests. • Other duties as assigned.

• Monitor and support provider adherence to schedules, workflows, and operational expectations. • Provide operational coverage during assigned evening and weekend hours (CST) to support provider availability and continuity of care. • Maintain real-time visibility into provider availability and escalate coverage gaps or operational issues as needed. • Serve as a primary operational point of contact for providers regarding workflows, processes, and expectations. • Address provider questions or concerns in a timely, professional, and supportive manner. • Track and support reporting on key operational and performance indicators (KPIs). • Identify workflow bottlenecks, inefficiencies, or recurring provider challenges and escalate recommendations as appropriate. • Support day-to-day provider operations by reinforcing operational standards and ensuring consistency across programs. • Collaborate with Workforce Management to help align provider schedules with patient demand and service goals. • Work closely with Quality Assurance, Patient Experience, Clinical Leadership, and IT teams to resolve operational issues impacting providers. • Maintain accurate documentation of provider communications, escalations, and resolution outcomes. • Participate in scheduled OpenLoop holiday coverage to ensure uninterrupted provider support. • Other duties as assigned.

• Conduct telemedicine visits (asynchronous, video, phone) for initial and follow-up care • Review sleep questionnaires to validate at-home sleep study orders • Interpret at-home sleep study results and diagnose sleep-related conditions • Own the development and quality of treatment plans across the sleep medicine program, including prescriptions and letters of medical necessity (CPAP, oral appliances, surgical referrals), ensuring accuracy, appropriateness, and alignment with evidence-based guidelines • Serve as a clinical authority for complex cases and provider decision-making • Drive consistency in care delivery across providers through protocol development, calibration, and feedback loops • Lead clinical quality initiatives, including chart review, performance feedback, and targeted improvement efforts • Partner with internal teams and external stakeholders on clinical strategy and program performance • Establish and operationalize clinical competencies, training expectations, and success metrics for sleep medicine providers • Build and evolve the infrastructure for scaling the provider network, including provider selection criteria and evaluation processes to ensure alignment with clinical standards and program needs

• AI-assisted security operations. Use AI tools (Claude, copilots, and emerging agentic platforms) as a force multiplier across every part of the job - accelerating triage and investigation, drafting and refining detections, summarizing alerts and incidents, automating repetitive analyst work, and improving the metrics that matter (MTTD, MTTR, dwell time, analyst throughput). Set the bar for how the security team uses AI responsibly in a PHI environment. • Threat hunting. Develop and execute hypothesis-driven hunts across endpoints, cloud workloads, identity, and SaaS. Translate hunt findings into durable detections. Utilize AI and automation to turn Threat Hunting into a powerful, proactive tool. • Vulnerability management. Drive the vulnerability lifecycle - discovery, prioritization (risk-based, not just CVSS), remediation tracking, and reporting. Partner with engineering to close real risk fast. • Attack surface management. Maintain visibility into our external and internal attack surface across cloud, SaaS, third parties, and acquired entities. Find exposure before someone else does. • Incident response and digital forensics. Assist, however necessary, the Lead Incident Responder with investigations and security incidents from triage through containment, eradication, recovery, and post-incident review. Perform host, network, cloud, and memory forensics. Assist with IR playbooks and the evidence chain. • Fraud assessment. Drive deep analysis on the source of digital fraud. From payment card to cyber-initiated fraud, understand the how and why on the digital fraud frontier. • Cross-functional partnership. Work directly with Engineering, IT, Operations, and Compliance. Translate security findings into clear asks with concrete next steps. Attack problems, not people. • Healthcare-specific risk. Apply controls that fit a HIPAA-regulated, PHI-handling environment. Help us move at purposeful speed without breaking what matters.

• Own the post-implementation client relationship for a defined portfolio of healthcare and telehealth partners, serving as their primary technical advisor and point of escalation. • Lead quarterly business reviews (QBRs) — presenting usage data, platform performance, and forward-looking recommendations aligned to each partner's care delivery goals. • Monitor account health indicators (adoption rates, ticket trends, escalation frequency) and proactively intervene on at-risk accounts before issues surface. • Drive platform adoption by identifying underutilized capabilities and translating them into tangible client value. • Collaborate with Client Success on renewal and expansion conversations, contributing technical context, risk assessments, and growth opportunities. • Translate complex client workflows and integration requirements into structured, prioritized product feedback for Engineering and Product teams. • Serve as the first line of diagnosis for partner-reported issues impacting patient scheduling, intake, or care delivery — resolving independently within your technical competency and escalating to appropriate teams as required. • Investigate, troubleshoot, and resolve operational or platform issues within OpenLoop and partner systems with a documented root cause and prevention plan. • Maintain clear, proactive communication on issue status and resolution timelines to build partner confidence. • Document issues, root causes, and resolutions for visibility, trend analysis, and future prevention. • Identify recurring problems and collaborate with internal teams on systemic fixes and platform improvements. • Maintain internal support documentation and assist with testing new features or workflows to surface risk before client impact. • Partner with Implementation, Client Success, Product, and Engineering to ensure smooth onboarding and reliable platform performance.

• Act as a strategic partner to Sales Leadership, helping define and reinforce a unified sales process across all verticals • Diagnose skill gaps and performance trends across the AE organization, and design targeted enablement programs to address them • Own the AE onboarding journey, ensuring new hires ramp quickly and effectively across Digital Health, B&M, and Employer segments • Build and deliver ongoing training, coaching frameworks, and certification programs that improve conversion, deal quality, and pipeline health • Partner closely with front-line managers to reinforce coaching, conduct call reviews, and drive accountability in the field • Collaborate with Product Marketing and GTM Readiness to ensure AEs are equipped with the right messaging, tools, and training for new launches • Translate business priorities into actionable enablement plans that drive measurable revenue impact