Sandstone

• The CRM Systems Manager at Sandstone Care is a service-oriented technologist embedded within the IT Department, responsible for the configuration, build, and continuous improvement of the platforms that power our Growth organization—Salesforce Sales Cloud, Salesforce Marketing Cloud, CallTrackingMetrics (CTM), and Five9. • This role is the day-to-day owner and primary administrator of the Business Development, Marketing, and Admissions technology stack, partnering daily with department leaders to translate business goals into scalable, sustainable solutions that drive client growth, improve client engagement, and support Sandstone Care’s mission to inspire and empower change. • While the CRM Systems Manager reports to the VP of IT, they will work hand-in-hand with the SVP of Marketing and the SVP of Admissions, acting as a true business partner who reads between the lines, anticipates downstream impacts, and looks beyond the immediate ticket to consider what is best for the company as a whole. • This role is for someone who is flexible, eager to collaborate, and motivated to be a strong contributing member of the IT team, not a siloed contributor. • The CRM Systems Manager is the day-to-day owner of the Growth platform stack: gathering requirements, configuring and building solutions in-house wherever possible, leveraging vendor and IT architecture partners thoughtfully when the work calls for it, and leading rollouts to department heads and end users.

• Prepare and review journal entries, account reconciliations, and monthly close activities • Analyze financial statements and variances to ensure accuracy and completeness. • Support budgeting and forecasting processes as needed • Assist in the design, implementation, and monitoring of internal controls over financial reporting • Perform periodic reviews of control activities and recommend improvements • Prepare audit schedules and provide supporting documentation for external auditors • Respond to audit inquiries and coordinate with auditors during fieldwork • Assist in resolving audit findings and implementing corrective actions.

• Manage end-to-end finance operations including invoicing, accounts receivable/payable, payroll coordination, expense management, and cash flow oversight. • Ensure accurate monthly bookkeeping, reconciliations, and timely management reporting. • Implement and maintain strong financial controls and internal processes. • Oversee tax compliance, statutory filings, and annual audits in partnership with external advisors. • Build reliable reporting rhythms (monthly close, cash flow updates, KPI dashboards). • Build and maintain financial models to support growth planning, hiring decisions, pricing, and capital allocation. • Lead annual budgeting and rolling forecasts in partnership with leadership. • Track and analyze key financial and operational metrics, identifying risks and opportunities. • Prepare board and investor reporting materials as we scale. • Design scalable finance systems, tools, and workflows. • Select and implement the right finance tech stack (accounting, billing, reporting). • Establish best practices that position Sandstone for long-term scale. • Act as a strategic thought partner to the founders on financial trade-offs and growth decisions.

• Own Pay Per Click strategy, governance, and vendor oversight • Lead reviews and reputation strategy • Run weekly performance reviews across Growth teams • Partner on OPP-level reporting and insights • Translate performance data into admissions impact

• Provides billing support for the Sandstone Care billing team. Responsible for inputting data into multiple systems related to client information, insurance information, attendance and coding for services rendered. • Coordinates with billing team to immediately resolve billing inconsistencies and delinquent data. • Responsible for verification of benefits, billing data, claims submission, claim corrections, claim re-submissions, claim follow up and appeals. • Navigate insurance payer phone trees and obtain valid information. • Generates revenue by making payment arrangements; collecting accounts; monitoring and pursuing delinquent accounts. • Presents ideas and collaborates with billing team about billing practices and methods to increase revenue.