Shift Collab

• Invest heavily in growing your caseload through marketing, client matching, and a strong referral engine. • Show up consistently, run excellent Meet and Greet sessions, and convert those into long-term clients. • Build the kind of trust that keeps people coming back. • Handle billing, scheduling, client intake admin, tech, EMR, and back-office support. • Manage marketing initiatives that spotlight your specialties and bring clients your way.

• Translate partnership agreements into a concrete project plan with clear milestones, dependencies, and owners • Define scope and success metrics for each workstream • Build and maintain the execution roadmap across technical, clinical, and operational tracks • Serve as the central coordination point across internal teams (Clinical, Care, Marketing, Ops) and external enterprise partners • Run project meetings, own the agenda, and close action items • Keep roles, responsibilities, and expectations clear across all parties — internally and externally • Identify and move through blockers without waiting to be asked • Drive day-to-day progress and hold workstreams accountable • Maintain momentum independently — this role does not require heavy oversight • Flag risks early with a recommendation, not just a problem • Run a consistent project cadence (weekly updates, stakeholder check-ins) • Provide clear, concise progress reporting to the COO • Escalate issues early with context and a proposed path forward • Map, scope, and implement processes to serve external partners and organize internal teams • Build repeatable playbooks for how we run enterprise implementations and reporting