Transaction Coordinator — The Heart of the Deal You know that contracts aren’t just paperwork — they’re people.  Behind every signature is a client starting a new chapter and an agent trusting you to help them deliver. You’re the person who catches what others miss, solves problems before they surface, and shows up with calm, steady judgment when the stakes are high. In this role, you won’t just be processing transactions — you’ll be protecting clients, supporting agents, and keeping deals on track so everyone crosses the finish line with confidence.  You’ll work closely with our agents, clients and success team from contract to close, providing world-class service, thoughtful solutions, and the kind of care that turns stressful situations into success stories. What You'll Do: - Own the transaction process from executed contract to closing — ensuring every detail is correct, every party is informed, and every client feels cared for. - Act as the primary point of contact for clients, agents, lenders, title companies, and cooperating agents — always communicating with kindness, clarity, and urgency. - Identify potential problems early, and solve them proactively — using your judgment to protect the client and the team. - Serve as a trusted resource to agents, freeing them to focus on client relationships while you handle the logistics. - Keep every transaction organized, documented, and compliant while still delivering a personal, human touch. - Practice good judgment when navigating competing priorities, client needs, and tight deadlines — always doing what's right over what's easy. - Use AI / AI Agents to constantly improve the process. Constantly look for ways to improve the client and agent experience, and practice your craft to elevate your skills.

• End-to-end responsibility for our order management: from order intake and coordination to on-time delivery to the retail partner – you are the primary point of contact for everything related to B2B sales. • Management of all operational B2B projects – from product rollouts and in-store display activations to seasonal campaigns. • Tracking and analysis of inventory, delivery, and POS data – you identify what's working and where there are issues. • Interface management between retail partners, logistics providers, and internal teams – you ensure everyone is aligned. • Optimization and automation of retailer order management for efficient, error-free processing across all channels. • Coordination of internal teams and clear communication about project status, timelines, and standards.

• Answer incoming patient calls and provide friendly, helpful support • Assist patients with scheduling and follow-up appointments • Ensure patients feel heard, supported, and cared for in every interaction • File and manage patient labs • Schedule follow-ups and manage appointment calendars • Maintain accurate records in our EMR system (Cerbo) • Manage and update patient information in ActiveCampaign • Track marketing sources and patient inquiries • Manage and communicate with a waitlist of 600+ prospective patients • Help maintain smooth daily operations so providers can focus on patient care • Support a full-time schedule including Mondays to help reduce high Tuesday call volumes

• Designing and optimizing operational architectures, systems, and data flows • Developing functional workflows, integration designs, and data conversion strategies across the various teams within a program • Translating business requirements into clear functional specifications and solution designs aligned with organizational goals • Supporting end-to-end SDLC activities, including requirements gathering, design, testing, defect resolution, and production stabilization • Troubleshooting and resolving complex operational issues across integrations, conversions, and other operational workflows • Executing and enhancing production operations and reporting workflows • Supporting the triaging and resolution of incidents for internal and external stakeholders • Building dashboards, metrics, and operational reporting using tools to provide transparency and inform leadership decisions • Collaborating with cross-functional technical, data, and business teams to ensure reliable, efficient, and compliant system performance • Supporting system releases, cutover readiness, data validations, and post-deployment stabilization activities