• Own a portfolio of health center clients as their primary point of contact for 340B referral capture • Deliver performance reporting and QBRs, proactively surfacing opportunities to improve program outcomes • Drive referral capture optimization using nuReferrals, helping clients close the loop on eligible referrals • Act as a trusted partner to clients, ensuring they feel supported, informed, and have a knowledgeable partner, not a ticket queue • Lead client implementations from kickoff through go-live • Manage timelines, milestones, and coordination across internal and client stakeholders • Identify gaps in execution and drive resolution to keep clients on track • Analyze client data to identify trends, gaps, and opportunities • Translate insights into clear, actionable recommendations that improve performance • Support clients in improving both operational efficiency and financial outcomes • Act as the voice of the client internally, partnering with Product, Data, and Operations teams to improve solutions • Develop and assess analyses and reporting to support clients and internal stakeholders • Identify and help drive revenue-generating opportunities across your portfolio • Contribute to documentation, training materials, and process improvement efforts

• Manage workflows in alignment with departmental goals and objectives. • Execution of individual and team goals and objectives in alignment organizational strategic initiatives. • Ensure work is allocated to teams based upon account needs, staff experience, and expertise. • Prepare and deliver ongoing performance coaching and performance reviews for direct reports, using tools (i.e. skills assessments, audits, productivity reports, etc.) to measure technical skills and performance within your team. • Identify and mitigate risks and escalate to leadership when appropriate. • Identify, document, and improve processes in alignment with organizational best practice recommendations and in partnership with departmental leadership. • Analyze the revenue cycle for each billing client to determine status, issues, and implement appropriate solutions when needed. • Interface with customers and establish relationships that promote the timely and efficient resolution of revenue cycle issues. • Ensure bills sent out are accurately processed following payer requirements and organizational policies. • Prepare and present analysis of monthly team and member performance to OBS leadership identifying areas of focus and potential risk. • Establish and maintain positive working relationships with patients, payers, department team members, OBS clients, OCHIN Members, vendors, and other stakeholders. • Maintains the confidentiality of patient information, organizational data and information at all times in compliance with HIPAA regulations. • Conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities. • Remain focused in the face of pressure and meet deliverables in accordance with expected timelines. • Complete projects and tasks independently and with limited direct supervision. • Other duties as needed to support the organizational mission and goals.

• Manage workflows in alignment with departmental goals and objectives. • Execution of individual and team goals and objectives in alignment organizational strategic initiatives. • Ensure work is allocated to teams based upon account needs, staff experience, and expertise. • Prepare and deliver ongoing performance coaching and performance reviews for direct reports, using tools (i.e. skills assessments, audits, productivity reports, etc.) to measure technical skills and performance within your team. • Identify and mitigate risks and escalate to leadership when appropriate. • Identify, document, and improve processes in alignment with organizational best practice recommendations and in partnership with departmental leadership. • Analyze the revenue cycle for each billing client to determine status, issues, and implement appropriate solutions when needed. • Interface with customers and establish relationships that promote the timely and efficient resolution of revenue cycle issues. • Ensure bills sent out are accurately processed following payer requirements and organizational policies. • Prepare and present analysis of monthly team and member performance to OBS leadership identifying areas of focus and potential risk. • Establish and maintain positive working relationships with patients, payers, department team members, OBS clients, OCHIN Members, vendors, and other stakeholders. • Maintains the confidentiality of patient information, organizational data and information at all times in compliance with HIPAA regulations. • Conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities. • Remain focused in the face of pressure and meet deliverables in accordance with expected timelines. • Complete projects and tasks independently and with limited direct supervision.

• Lead and manage the Operations function with 90-100 team members organized across complexity tiers, ensuring operational excellence and scalability. • Define and execute the operations roadmap, driving strategic initiatives including automation projects, process optimization, and technology partnerships. Continuously evaluate tools and processes and offer solutions to ensure they are efficient, high quality, and scalable. • Communicate effectively with other operations and/or program managers regarding risks, mitigation strategies, and success of various internal programs. • Analyze operational data and metrics to identify trends, automation opportunities, and areas for continuous improvement, driving innovation in operational processes. Ensure productivity is maximized through supervision, training, analysis, and feedback of performance data on a periodic basis. • Communicating process health and Key Performance Indicators (KPIs) to senior management through weekly and monthly reviews. • Ensuring the team consistently processes multiple workloads against defined productivity targets and Service Level Agreements (SLAs). • Acting as the escalation point of contact for resolving workflow bottlenecks or process-related issues within assigned workflows. • Partner with Operations Support Functions (Quality, Training,Program Management, Governance) to ensure consistent quality standards, optimal resource allocation, and effective change management. Identify any key learnings/findings and metrics with regards to Operations process adherence, program improvement opportunity, escalation management opportunity. • Develop and mentor high-performing Team leaders and ICs, fostering a culture of ownership, innovation, client first and growth mindset, while building clear career progression paths. • Oversee the hiring & training of new team members and support their development. • Working with Client Success teams to address and resolve client escalations or data concerns.