Position: Financial Coach Status: Part-Time, PRN (per circumstance and as needed) Reports To: Clinical Director of Employer Services Location: Remote Compensation: • Bachelors (or equivalent): $25 - $70 • Masters: $70 - $135 • PhD/Doctorate: $130 - $165 What You'll Do: • Finding connections to financial resources • Coordinating and helping to complete a comprehensive assessment addressing the client’s goals and where they are in their financial journey. • Meeting with client 1-5 times per week in the community, home or remote settings for coaching and to monitor client progress, with follow-up calls as appropriate. • Creating short and long-term personal goal plans; daily tracking of progress through case notes. • Providing connections to endorsed community resources. • Other duties as assigned What You'll Bring: • Minimum of a Bachelors Degree or equivalent • Minimum of 3 years of experience in financial coaching, counseling or advising • Valid Accredited Financial Counselor (AFC) certification • Ability to work independently and as part of a multidisciplinary team. • Excellent written and oral communication, interpersonal, and organizational skills. • Comfort and quick learning curve with technology on day-to-day tasks (i.e. Microsoft Office, Salesforce) • Valid driver's license and reliable transportation. Ideally you have (but not required): • Experience with clients with behavioral health diagnoses • Experience with corporate employees • Knowledge of behavioral health, psychology or the healthcare industry • Demonstrated engagement in community service initiatives, particularly those focused on underserved communities. • An understanding of social responsibility and how to contribute positively to the well- being of others. What we'll bring: - A collaborative and supportive culture focused on your personal and professional growth. - Weekly supervision with your supervisor. - 24/7 access to clinical support while on a case. - Regular paid professional development meetings covering a variety of professionally relevant topics. - Flexible Schedule This position is part-time and per circumstance only, and hours are not guaranteed per week. Coaches on our staff list are contacted on an as-needed basis for cases as they arise. Commitment to Diversity, Equity, Inclusion, and Belonging We encourage applications from all interested individuals, including but not limited to people of color, women, those with disabilities, LGBTQIA+ individuals, immigrants, veterans and anyone else who has faced discrimination or oppression as a result of their identities. We are committed to promoting an environment that celebrates diversity, equity, inclusion and belonging in all areas of our organization. We strive to foster an inclusive workplace where everyone feels welcomed, respected, and valued. We embrace differences of all kinds, such as age, race, ethnicity, gender, sexual orientation, gender identity or expression, physical ability, religion, veteran status, national origin, and socioeconomic background, among others. We understand that diversity goes beyond visible differences and encompasses a vast array of characteristics, experiences and beliefs. We actively seek individuals with diverse backgrounds, whether from minority or majority groups, to join our team because we believe this enriches our company culture and enhances the services to our clients. Also, studies have shown that folks of historically marginalized groups will often only apply to a job if they meet or exceed the listed qualifications. So regardless of your background, if you believe that you could be a good fit for our company, but don’t quite hit every requirement, please do still apply, we would love to hear from you! These statements are intended to confirm our commitment to creating an inclusive workplace—they are not intended to exclude any individual. We are an equal opportunity employer; we do not discriminate in hiring or any other employment decisions based on any protected category.

We are one of the first all-remote companies with 2,000+ team members utilizing our virtual office called eXp World. This role is work-from-anywhere in the state of Minnesota. Who is eXp? Doing the audacious is part of eXp Realty’s DNA. We are a company that rewards creative minds who can offer bold solutions, where opinions matter, anything is possible and the outcome can be revolutionary. As a global full-service real estate brokerage utilizing a 3-D, fully immersive, cloud office environment, offering 24/7 access to collaborative tools & training, eXp has broken the traditional mold of real estate. We are doing big things. What you will do: The Managing Broker will be responsible for supporting the Designated Managing Broker in the successful administration of eXp Realty brokerage operations in their state. In supporting our agents in the delivery of exceptional real estate brokerage service to their clients, this position will be assisting in all operational elements necessary to comply with the individual state license law, REALTOR association membership and MLS participation, along with the transaction review process, compliance training, and the eXp Risk Management program. This person will have an exceptional track record as a supervising real estate broker of a small to medium firm, an understanding of real estate brokerage at a state level, a collaborative approach and a boundless work ethic. They must be a “people-person” but also possess the ability to implement systems and processes. - As a participant on the eXp Realty state leadership team, the Managing Broker ensures that eXp delivers exceptional brokerage support to agents in their representation of clients and customers - Conducts training to enhance agent’s knowledge and understanding of contract, risk management, licensing and state real estate law - Promptly responds to agents request for assistance - Effectively consults and engages with eXp agents and others in problem solving of matters associated with difficult or complex transaction issues - Performs contract review to ensure legal and contractual compliance of transactions - Supports the implementation of the eXp Risk Management Program and valued risk management tools to eXp Agents - Assist the ongoing enhancement of and compliance with company-wide and individual state brokerage operations manuals - Supports innovation in how the company can efficiently support its growing state agent base in terms of brokerage operations - Coordinates distribution of inbound mail - Such other duties as may be assigned - Other Duties As Assigned How you will make an impact: - Be the subject matter expert in your area of expertise. - High degree of advanced knowledge, conceptual understanding, and implementation. - Perform designated job tasks efficiently and within the provided time frame. - Maintain regular communication with team members and supervisors through email, instant messaging, video conferences, or other designated communication channels. - Attend virtual meetings, provide updates on progress, and actively participate in discussions. - Adhere to company policies and guidelines, including data security and confidentiality. - Complete assigned projects, assignments, or tasks with attention to detail and quality. - Manage and prioritize workload effectively to meet deadlines and deliver results. - Continuously update job knowledge by participating in training opportunities or self-directed learning. - Collaborate with colleagues on shared documents or projects using remote collaboration tools. - Take ownership of assigned work and demonstrate initiative in identifying and addressing challenges. - Ensure availability and responsiveness during agreed-upon working hours. How you will grab our attention: - Agile/Flexible attitude - Strong attention to detail required - Excellent customer service abilities: written and verbal communication must be superb - Excellent critical thinking and problem solving skills - Team player - able to complete individual tasks as well as work on a team to accomplish a goal - Experience in the real estate industry strongly preferred - Excellent communication skills both written and verbal - Experience in coordinating events and group activities - Conflict resolution and active listening: ability to assess a customers need or concerns and deliver solutions using critical and creative thinking - Proficient knowledge of G Suite required; Microsoft Office experience is a bonus - Remote Work experience required - Dedicated home-office/work space - Advanced Trello experience preferred - Aptitude for using online platforms and softwares to work remotely If you think you’d make a great match for this position but don’t meet all the requirements, we would still encourage you to apply! What eXp provides: - Work from Anywhere - Flexible Time Off for Salaried Employees - 401k with 4% match (immediate vesting) - Robust Medical, Dental, & Vision benefits - Company provided equipment - Monthly Technology Stipend - FSA & HSA with employer contributions - Health & Wellness incentives - 100% Paid Parental Leave We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, eXp is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics under federal, state or local law.

We are seeking a Deal Desk Analyst to to carry out the department mission by processing and evaluating deals, and to act as a trusted advisor to all deal stakeholders including our Sales, Accounting, and Legal teams. Why PayJunction? PayJunction is relentless and emphatical about helping others. We exist to drive the success of our partners. Specifically, the developers who connect to us, businesses who process payments through us, and all of our team members who work with us at PayJunction. We believe dreams inspire people to start a business, and others to partner with them. While building dreams, entrepreneurs and business professionals will face many challenges along the way. We believe great partners can make all the difference. We are your dream partner. Your success is our success. Our dream is to help you realize yours. We exist to drive the success of our partners. We do this by fundamentally changing the way you transact with others. We just happen to make great payment systems. If you love helping others succeed, in a culture that celebrates perfecting your craft, consider partnering with us. Location PayJunction takes a Flex First approach to work environments. This means that our team members can choose to work from our Santa Barbara office or remotely from home. We ensure that everyone has the resources and equipment to work where they feel most productive. We trust our teams to make the best decision for their work environment. All PayJunction employees must reside in one of the following states: CA, IL, TX, MN, CO, GA, NY, CT, or MA. Mission Our Deal Desk team’s mission is to review every deal, every day and streamline the opportunity management process while acting as a trusted business partner for Sales, Accounting, Legal, and more. This includes: - Providing advice on the key value propositions that will assist sales in winning opportunities. - Streamlining the customer journey while normalizing the negotiation process to supercharge our sales teams’ velocity. - Validating proper referral attribution and rate assignments for accounting accuracy and legal compliance of every deal. - Ensuring every deal is congruent with our Core Values. Vision Deal Desk is the source of truth that PayJunction relies on for advice on pricing, data for forecasting, and ensuring all deals are optimally configured. Deal Desk is our Deal Oracle. Responsibilities - Reviewing every deal daily and accurately tracking deal flow metrics to ensure individual and team ROI delivery SLAs are met. - Performing statement analysis and generating ISO Amp Reports within the required timeframe to maintain individual ROI delivery SLA. - Calculating quota credit accurately and ensuring it's auditable for sales compensation, meeting the individual quota credit calculations SLA. - Ensuring accuracy in deal analysis, attribution, and other account data annotations to maintain individual opportunity accuracy above the specified threshold. - Addressing stakeholder requirements from Sales, Accounting, Legal, etc., in every deal to maintain team stakeholder satisfaction above 90%. - Maintaining a team ROI average initial response time SLA of less than 2 hours to uphold efficient communication and responsiveness. Qualifications - Bachelor’s Degree in finance, economics, business administration, or related fields. - Minimum of 3 years of experience as a financial analyst or similar role, Preferably in the payments industry or SaaS company. - Minimum of 2 years of Deal Desk/Pricing experience, with hands-on experience in pricing strategies, negotiations, and financial modeling. - Proficiency in mathematics. - Proficiency in Excel and/or Google Sheets, including pivot tables, filters, formulas, etc. - Proficient analytical abilities, with the capacity to interpret complex data, identify trends, and make recommendations. - Comfortable working and navigating in Salesforce. - Industry knowledge of credit card processing Interchange Rates, Dues, and Assessments preferred. - Experience with data visualization tools, such as Tableau, Power BI, Looker, or similar is a plus. - Strong ability to collaborate cross-functionally, especially with Sales, to analyze pricing scenarios, structure deals, and support negotiation strategy. About PayJunction Founded in 2000 by three UCSB graduates, PayJunction has grown from a bootstrapped startup to a recognized and respected leader in the payments industry. PayJunction processes more than $12 billion dollars annually for thousands of businesses with solutions that make it easy to accept credit and debit card payments in-store, online, and on-the-go. Our people-first culture values long-term relationships over short-term profits. Honesty and integrity are part of every interaction with partners, customers and employees. We foster a collaborative work environment, where creative ideas are welcomed, teams are inspired, and success is celebrated. PayJunction is a place where you can find experienced mentors and supportive friends who are committed to your growth. Total Rewards Benefits - Health, dental, and vision paid 100% by company for you and your dependents - 401k with 6% match - FSA and Dependent Care FSA - Long-term & short-term disability coverage for you paid 100% by company - 8 paid company holidays per year - 2 paid floating holidays per year - 1 paid volunteer day per year - Paid Time Off - Home office equipment stipend - Annual Learning Stipend - Quarterly “fun budgets” for team bonding events - Opportunity to be part of a company that is changing a whole industry - Opportunity for growth within the company - Opportunity for remote, in-office, or hybrid work Office Environment - The opportunity to choose the work environment that best suits you - remote, in-office, or hybrid. - All remote & hybrid team members can enjoy: - Company-provided equipment for your home office - An equipment allowance for home office essentials - Free instructor-led yoga classes via Zoom - The opportunity to work at one of Glassdoor's Top 30 Best Places to Work in the US, 2020! - Those who choose to come into the office can look forward to: - Bright and open offices in downtown Santa Barbara - Stocked snack kitchens - Collaborative work spaces with Herman Miller chairs, height-adjustable desks, and a large 32-inch monitors - Dog-friendly office Company Values - Build the Dream - Put People First - Value Long Term Relationships Over Short Term Profit - Make it Simple - Be Data Driven - Own It Salary Range Transparency - The base salary range for this role is $70,000 - $80,000/year plus our Total Rewards Benefit package. Actual base salary offered will vary depending on factors including but not limited to: education, experience, skills and qualifications.PayJunction is an equal opportunity employer. We strive to create a work environment where people from all backgrounds and identities thrive. We firmly believe that more diversity and inclusion in our workforce creates a stronger team, product, and culture. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. PayJunction reserves the right to conduct background and/or credit checks on all of its potential employees.

Location: Remote - Time zone - EST or CST (willing to work EST hours) Hourly Rate: $24.00 - $28.00 (dependent upon experience) Position Summary The Infusion Access Navigator is a critical member of Novella Infusion’s intake and patient access team responsible for owning the “in and out” of the referral and authorization process. This role proactively identifies and resolves intake delays, drives communication with providers and patients, and ensures that each referral moves through the journey efficiently and accurately. The Infusion Access Navigator acts as a bridge between clinical intake, operations, and sales functions—bringing visibility, accountability, and speed to the patient onboarding process. Essential Duties and Responsibilities The essential functions include, but are not limited to the following: - Own the patient journey through the intake process, ensuring all required information is complete, accurate, and processed in a timely manner. - Proactively monitor cases to identify bottlenecks or missing information and take direct action to resolve exceptions and escalations rapidly. - Communicate regularly with providers and patients to share status updates, request additional information, and set clear expectations throughout the intake process. - Serve as primary point of contact for referral cases requiring coordination across multiple teams. - Review incoming referral packets to verify completeness and ensure accurate data entry into intake systems. - Work closely with Intake, operations, and sales to prevent cases from stalling and ensure smooth handoffs to scheduling. - Monitor and regularly report out on key performance metrics. - Contribute to process improvement initiatives to enhance speed and throughput, improve communication, reduce handoffs, and optimize role integration across departments. Minimum Qualifications - Self-starter, entrepreneurial spirit, attention to detail, and well organized - 3 or more years in a clinical office setting - Strong organizational and problem-solving skills with ability to manage multiple referrals simultaneously. - Prior experience with infusion therapy intake processes and EHRs preferred - Excellent communication and relationship management skills with both providers and patients. - Proven ability to navigate complex multi-stakeholder environments and drive cases to completion independently. - Experience in healthcare administration, specialty pharmacy, or referral coordination preferred. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit for long periods of time; and reach with hands and arms. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Note This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.