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.

• Serve as a CFO-level coach and financial execution partner to law firm owners across the country. • Conduct high-level 1:1 financial strategy calls with law firm owners. • Review financial statements, cash flow reports, KPIs, and performance dashboards. • Help owners understand the story behind their numbers and what actions they need to take. • Identify risks and opportunities in pricing, expenses, staffing, and operational performance. • Guide owners through budgeting, forecasting, and forward-looking financial decisions. • Document commitments and track measurable financial progress.

• Assist in financial data analysis and preparation of reports for senior management. • Support budgeting and forecasting processes under the guidance of finance managers. • Collaborate with accounting teams to streamline financial operations and ensure accuracy. • Assist in maintaining financial records and documentation. • Participate in ad-hoc projects related to cost optimization and financial strategy. • Contribute to financial modeling and scenario analysis as needed. • Work closely with cross-functional teams to support financial initiatives aligned with company objectives. • Assist in organizing and preparing materials for executive meetings and presentations.