• Answer and triage all inbound patient calls within operational hours • Respond to patient inquiries via email and text with professionalism and empathy • Gather relevant patient information to support provider preparation • Convert inbound inquiries into scheduled appointments and ensure timely responses • Manage appointment scheduling, rescheduling, confirmations, and cancellations • Onboard patients into the EHR and ensure completion of intake requirements • Verify insurance eligibility and confirm payment methods on file • Collect copays and follow up on missing patient information prior to visits • Track and follow up on labs, referrals, pharmacy issues, and documentation • Proactively contact patients to resolve outstanding care-related items • Coordinate with billing teams on claims and discrepancies • Follow up on unpaid balances and ensure timely resolution • Create and maintain SOPs for core operational workflows • Standardize communication templates and scripts • Provide feedback to improve internal systems and processes • Document workflows in real time to support scalability • Compile monthly performance reports from the EHR • Identify operational bottlenecks and recommend improvements

Position: Outbound / Operations Virtual Assistant (E-commerce Operations) Location: Remote (Global) Employment Type: Full-Time Work Setup: Communication primarily via text and email, with occasional virtual meetings Type of contract: Independent contractor  🌎 Work from any corner of the world and be a part of the #remoteworkrevolution!‼️ Overview: We are seeking a detail-oriented Outbound / Operations Virtual Assistant to support day-to-day e-commerce operations. This role is primarily focused on managing customer orders, inventory issues, and operational workflows, while also providing support to inbound processes during lower volume periods. The position is internally focused, with communication conducted primarily via text and email, alongside occasional meetings. Key Responsibilities: 1. Outbound / Operations Support - Manage and process customer orders, ensuring accuracy and timely handling - Monitor and resolve order-related issues, including delays, cancellations, and discrepancies - Track and address out-of-stock items, coordinating with internal teams on inventory updates and resolutions - Maintain and update order and inventory records across systems - Identify operational inefficiencies and recommend process improvements 2. Inbound Support (as needed) - Assist with inbound workflows during slower outbound periods - Support internal ticket queues and operational requests - Help ensure the timely resolution of customer-related issues routed internally 3. Internal Communication & Coordination - Collaborate with cross-functional teams (e.g., customer support, logistics, merchandising) via Slack, email, or project management tools - Provide clear and timely updates on order statuses, inventory issues, and operational blockers - Participate in occasional team meetings and syncs Requirements: - 2+ years of experience in e-commerce operations, virtual assistance, or a similar role - Strong understanding of order management and inventory workflows - Close attention to detail and strong organizational skills - Proficient in written communication (text and email) - Comfortable working in a fully remote, internally collaborative environment - Experience with tools such as Shopify, Gorgias, Zendesk, or similar platforms is a plus - Ability to multitask and adapt to shifting priorities Preferred Qualifications: - Prior experience supporting DTC or e-commerce brands - Familiarity with inventory management systems and order tracking tools - Experience working with remote teams and asynchronous communication Success Metrics: - Accuracy and timeliness of order processing - Reduction in order-related errors and escalations - Efficient handling of out-of-stock and inventory-related issues - Responsiveness and clarity in internal communication

• Safety is E2 Optics' number one Core Value • All employees are expected to follow safe work practices, as well as adhere to company and client worksite safety policies and procedures • Embrace and promote E2 Optics Core Values to support a family-centric workplace culture • Utilize internal computer systems, including ticketing platforms and cloud-based business management tools, to manage daily tasks • Maintain a consistent presence at your workstation during business hours to monitor and manage the ticketing platform, ensuring timely processing of requests and efficient workflow • Create and update E2 purchase orders in accordance with company standards and procedures • Create and update E2 projects in accordance with company standards and procedures • Process credit card requests, validate transactions, accurately record expenses to ensure proper documentation and timely submission for reimbursement • Process Amazon purchase requests in accordance with company standards • Communicate order tracking details and proactively resolve any issues or problems that arise to ensure timely and accurate delivery • Arrange flights, transportation, and lodging for E2 employees, ensuring all travel accommodations align with company policies and employee needs • Identify areas for improvement and proactively propose, develop and support the implementation of more accurate and efficient processes and practices • Perform special projects as assigned, in support of departmental or organizational goals • Proactively address issues and situations, escalating when necessary to ensure timely resolution • Issue and coordinate Certificate of Insurance requests for E2 Operations as needed • Travel is expected to be limited; however, the individual must be able and willing to travel as needed to support operational requirements

• Administer and maintain Salesforce including user management, profiles, permissions, workflows, validation rules, dashboards, reports, and automation • Manage integrations and data sync between Salesforce, ZoomInfo, Outreach, and other business systems • Monitor and improve CRM data quality, enrichment processes, and duplicate prevention • Support sales team workflows, lead routing, account assignment, and pipeline management • Configure and maintain sales engagement tools, sequencing logic, and activity tracking • Troubleshoot system issues, user errors, and integration failures • Build and maintain reports, dashboards, and KPI tracking for leadership • Document system processes, policies, and best practices • Train users and provide ongoing support across business teams