• Manage inbound referrals from various sources and promptly initiate the admissions and intake process. • Conduct detailed intake conversations in both English and Spanish with individuals in complex situations, including those recently discharged from hospitals, experiencing homelessness, or involved in the justice system. • Ask structured screening questions to assess client needs and determine appropriate next steps. • Obtain and process necessary documentation, including Releases of Information (ROI), ensuring all paperwork is accurate and complete. • Coordinate evaluations, prescriptions, and follow-up services with providers and peer support teams. • Maintain consistent communication via phone and email to guide clients through each stage of the referral and admissions journey. • Handle sensitive and high-emotion conversations with empathy, professionalism, and composure. • Document all client interactions and case updates within CRM systems such as Salesforce. • Follow up persistently to ensure referrals are successfully converted into active cases.

• This is a remote position. • Reports to: Customer Success Coordinator / Head of Operations I. • The Traffic Manager is a strategic pillar within the Customer Success team at Negócios de Alto Valor. • Your mission is to structure, launch and optimize paid media campaigns for the consultancy’s clients, ensuring predictability, performance and the generation of real opportunities. • You are responsible for translating strategy into measurable performance and delivering campaigns that produce real, bottom-line results. • You will work closely with account managers (CS), copywriters and designers, acting as the steward of our clients’ ad budgets. • Your work contributes directly to the company’s "Big Dream" of transforming 10,000 independent professionals into entrepreneurs.

We’re looking for an Account Representative to assist individuals and small businesses in exploring tailored financial solutions. In this role, you’ll serve as a reliable point of contact—helping clients understand their options, navigate next steps, and build lasting relationships. This position is ideal for professionals who enjoy client interaction, organization, and the flexibility of working from home. Connect with new and prospective clients through outreach and follow-ups Learn about each client’s financial goals and challenges Present solutions that align with their needs and objectives Assist clients through onboarding and product setup Maintain detailed client information and activity logs in CRM tools Provide ongoing support through regular check-ins and service updates

• Answer incoming phone calls, texts, chats and respond to written communications. • Troubleshoot any issues related to the consumer product. • Identify and analyze consumer concerns; take or recommend appropriate actions; formulate alternative solutions; and follow-up to ensure problems are resolved. • Complete assignments in a thorough, accurate, and timely manner, achieving expected outcomes. • Prioritize and handle multiple responsibilities. • Provide information, support, and guidance to consumers. • Effectively handle quality complaints, adverse events and claims according to Standard Operating Procedures while maintaining superior customer service etiquette. • Fully, accurately, and immediately document all telephone calls in the appropriate CRM system. • Use correct grammar and make appropriate word choices in written communication and data capture. • Complete high-quality work according to specifications, thoroughly following standards, procedures, and demonstrating attention to detail. • Listen actively to others and ask appropriate questions for clarification. • Demonstrate receptiveness to feedback, listen with an open mind and understand differences in communication style adjusting as necessary.