• Provide high-level administrative and strategic support to advance the mission and fundraising goals of March of Dimes • Manage the CDO’s calendar, including scheduling meetings, donor engagements, travel, and events • Prepare and coordinate materials for meetings, presentations, and reports • Draft, proofread, and manage correspondence on behalf of the CDO • Assist in coordinating donor meetings, cultivation events, and stewardship activities • Maintain donor records and support data entry in CRM systems • Compile, manage, and distribute regular revenue reports for the CDO and leadership team • Support execution of development initiatives and campaigns • Coordinate logistics and materials for board meetings and committees related to development • Arrange travel accommodations and itineraries • Process expense reports and invoices

• Manage patient communication, coordinating diagnostic documentation, and supporting clinical workflows through the clinic’s EHR system • Filling Schedule Holes (Lead Conversion): Convert referrals and patient inquiries into scheduled appointments through outbound calls; Follow up with patients who were referred for consultations or procedures; Help maintain an efficient clinic schedule by filling open appointment slots • Patient Call Handling: Manage high-volume inbound clinical support calls from patients; Assist patients with questions related to test results, medication updates, prescription concerns, appointment inquiries, and general medical concerns; Provide professional and empathetic communication, especially when assisting elderly patients; Document all patient interactions accurately in the patient chart within the EHR system • Diagnostic Order Management: Coordinate diagnostic orders with hospitals, imaging centers, and diagnostic facilities; Retrieve necessary documentation from the patient chart; Fax or send documentation to medical facilities as requested • Test Result Communication: Retrieve patient test results from the EHR system; Communicate results to patients when appropriate; Document that results were discussed with the patient • Prescription and Medication Support: Review medication records when patients call regarding prescriptions; Confirm whether updated prescriptions were sent to pharmacies; Contact pharmacies when clarification is needed; Assist with canceling outdated prescriptions when necessary; Ensure pharmacies receive the correct medication orders • Patient Symptom Call Handling: Speak with patients who call regarding symptoms or medical concerns; Determine whether the situation requires scheduling an appointment, sending a message to the provider, or escalating urgent concerns • Missed Calls and Voicemail Follow-Up: Manage voicemail messages converted into text; Review voicemail transcription queues; Follow up by calling patients back or sending text responses through the system; Ensure all patient messages receive timely follow-up.

• Manage a high-volume inbox and prioritize communications • Schedule meetings across time zones, aligned with UK office hours • Manage contracts and NDAs via Adobe Sign / DocuSign • Track document status and maintain organized filing systems • Support data room and document management • Send personalized outreach emails to potential clients and partners

• Make high-volume outbound calls to warm insurance leads • Contact leads as quickly as possible after they enter the system (“speed to lead”) • Follow provided scripts to introduce services and engage prospects • Qualify basic interest and schedule appointments with the client • Handle common objections professionally (e.g., “not interested,” “no time”) • Reattempt contact for missed or unresponsive leads • Work through large lead lists systematically (including older leads) • Prioritize new leads while maintaining follow-up cadence on existing ones • Ensure no qualified lead is left untouched • Log call outcomes, notes, and appointment details accurately • Update lead statuses within the client’s system • Maintain organized and up-to-date records of all interactions • Utilize client-provided dialing system (VoIP such as VS Connect) • Work within lead management platforms (and possibly VanillaSoft) • Adapt quickly to client tools and workflows