Role Description The Client Success Associate (CSA) is an entry-level, back-office role designed to support Senior Client Success Managers (CSMs) in delivering an exceptional client experience and driving customer success outcomes. This role focuses on behind-the-scenes execution, operational support, and data management to ensure seamless client engagement and account health. The CSA plays a critical role in enabling CSMs to focus on strategic relationship management by handling administrative, analytical, and coordination tasks. This position is ideal for someone early in their career who is detail-oriented, analytical, and eager to grow within Client Success. Responsibilities and Expectations - CSM Support & Account Operations - Support CSMs in managing day-to-day client account activities. - Prepare materials for client meetings, including reports, presentations, and data summaries. - Maintain accurate and up-to-date client records in Client Success platforms. - Assist in tracking client KPIs, renewals, and account health metrics. - Utilize AI agents to align configurations to policies and provide information and modification suggestions to CSMs. - Data Management & Reporting - Compile and analyze client data to support business reviews and strategic discussions. - Generate recurring reports on product usage, performance, and client outcomes. - Identify trends or anomalies in client data and escalate insights. - Assist in complex client support ticket tracking, updating of statuses and next steps to assist in client communication. - Client Lifecycle Support - Assist in onboarding activities by coordinating internal resources and tracking milestones. - Support renewal and expansion processes through data preparation and documentation. - Monitor client engagement metrics and flag potential risks or churn indicators. - Cross-Functional Coordination - Coordinate with internal teams (Implementation, Delivery, Product, Support, Finance) to ensure timely execution of client-related tasks. - Track and follow up on action items from internal and client meetings. - Help manage internal workflows to ensure client deliverables are completed on time. - Process & Documentation - Maintain internal documentation, playbooks, and standard operating procedures. - Identify opportunities to improve efficiency in Client Success processes. - Ensure consistency and accuracy in all client-facing and internal documentation. - Product & Platform Support - Develop foundational knowledge of Oversight products and capabilities. - Assist with basic client inquiries and route more complex issues to appropriate teams. - Support product adoption efforts through reporting and tracking usage metrics. Qualifications - 0–3 years of experience in Client Success, Customer Support, Operations, or related field. - Strong attention to detail and organizational skills. - Analytical mindset with the ability to interpret data and generate insights. - Excellent written and verbal communication skills. - Proficiency in Microsoft Excel, PowerPoint, and CRM systems. - Familiarity with Client Success and/or AI software is a plus. - Ability to manage multiple tasks and prioritize effectively in a fast-paced environment. - Strong collaboration skills and willingness to learn from cross-functional teams. Career Growth This role is designed as a foundational step toward a Client Success Manager career path. High-performing Client Success Associates will have opportunities to grow into client-facing roles with increasing responsibility for account ownership and strategy. Key Success Metrics - Accuracy and timeliness of reporting and data management. - Effectiveness in supporting CSMs and improving team efficiency. - Quality and completeness of client documentation. - Responsiveness to internal and client-related requests. - Contribution to overall client retention and satisfaction.

Title: Personal Health Nurse - Remote Location: Frisco United States Days - FT Job Description: Job Summary JOB SUMMARY CCCS uses a holistic approach to medical management. The Personal Health Nurse (PHN) works within a team to move the member through the continuum of medical management with the goals of facilitating quality health care through the most cost-effective means. The PHN performs the Personal Health Management process: assess the member; work with the member, family and physician to identify problems; establish goals and develop plans of care; coordinate services; educate members; and empower members to independently self-manage and to make knowledgeable health care decisions. The PHN works closely with the provider(s) to ensure that services are provided in the most appropriate setting by the appropriate provider(s) by performing functions of Personal Health Management as well as some functions of Utilization Management. Additionally, the PHN interfaces with clients and with CCCS client managers and are responsible for the medical management of designated client(s). All Medical Management Nurses practice within the scope of their licensures. ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. Others may be assigned. - Manages accounts using the 4-Prong approach, meeting expected number of billable hours and using Conifer Value Based Care tools ( CCOO) according to standard protocol. Documents accurate Status, Sub-status, Patient Severity, Medical Management Acuity - Reviews daily calendar for new episodes and tasks due, prioritizes tasks on calendar - Completes a Personal Health Management assessment incorporating analysis of clinical claim chart, discussions with the member and the physician's assessment and treatment plan - Determines and documents member's goals, engages the member in the personal health management process. Develops an ongoing individualized plan of care with timeframes, reasonable and appropriate expected outcomes, specific planned interventions and member's goals. Follows through with interventions and documents outcomes in Current Clinical Status section of care plan - Engages the PCP and treating physicians in the personal health management process, Collaborates with the member and PCP in development of an individualized plan of care - Closes episodes as indicated, i.e. evaluates "Impactability" among other indications for closure. KNOWLEDGE, SKILLS, ABILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - Understanding of CCCS holistic approach to medical management - Understanding of the client's (customer's) perspective and needs - Understanding of legislative acts, such as the ADA - Competency in Word - Competency using email, attachments - Excellent verbal communication skills with the ability to communicate with members and communicate professionally with individuals who serve in a variety of functions, i.e. physicians, client managers, customer service staff, CCCS executive management, other CCCS Medical Management nurses, hospital utilization review nurses, etc. - Excellent written communication skills with the ability to write in a professional, business manner - Ability to analyze and resolve complex problems - General understanding of cost containment and how it relates to medical management - Excellent organizational, prioritization, and time management skills - Ability and willingness to function both independently and as part of a team Conifer requires its candidates, as applicable and as permitted by law, to obtain and provide confirmation of all required vaccinations and screenings prior to the start of employment. This may include, but is not limited to, the COVID-19 vaccination, influenza vaccination, and/or any future required vaccines and screenings. EDUCATION / EXPERIENCE Include minimum education, technical training, and/or experience preferred to perform the job. - Bachelor's degree in a health-related field - Five (5) years of UM/CM experience preferred - Three to five (3-5) years of diverse clinical experience required - CCM preferred REQUIRED CERTIFICATIONS/LICENSURE Include minimum certification required to perform the job. - RN (Registered Nurse) license required - Current active professional license in the state of residence - Eligibility for unrestricted professional licenses in all states PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - Must be able to work in sitting position, use computer and answer telephone - Ability to travel - Includes ability to walk through hospital-based departments across broad campus settings, including Emergency Department environments WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - Remote Work Environment TRAVEL - Approximately 5 - 30 % travel may be required dependent on the client assigned As a part of the Tenet and Catholic Health Initiatives family, Conifer Health brings 30 years of healthcare industry expertise to clients in more than 135 local regions nationwide. We help our clients strengthen their financial and clinical performance, serve their communities, and succeed at the business of healthcare. Conifer Health helps organizations transition from volume to value-based care, enhance the consumer and patient healthcare experience and improve quality, cost and access to healthcare. Are you ready to be part of our solutions? Welcome to the company that gives you the resources and incentives to redefine healthcare services, with a competitive benefits package and leadership to take your career to the next step! Compensation and Benefit Information Compensation - Pay: $64,168.00 - $96,262.00 annually. Compensation depends on location, qualifications, and experience. - Management level positions may be eligible for sign-on and relocation bonuses. Benefits Conifer offers the following benefits, subject to employment status: - Medical, dental, vision, disability, life, and business travel insurance - Paid time off (vacation & sick leave) - min of 12 days per year, accrued accrue at a rate of approximately 1.84 hours per 40 hours worked. - 401k with up to 6% employer match - 10 paid holidays per year - Health savings accounts, healthcare & dependent flexible spending accounts - Employee Assistance program, Employee discount program - Voluntary benefits include pet insurance, legal insurance, accident and critical illness insurance, long term care, elder & childcare, AD&D, auto & home insurance. - For Colorado employees, Conifer offers paid leave in accordance with Colorado's Healthy Families and Workplaces Act. Employment practices will not be influenced or affected by an applicant's or employee's race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status. Tenet will make reasonable accommodations for qualified individuals with disabilities unless doing so would result in an undue hardship. Tenet participates in the E-Verify program. Follow the link below for additional information. The employment practices of Tenet Healthcare and its companies comply with all applicable laws and regulations.

Job Summary: Client Servicing Subject Matter Experts are domain experts in a specific area or topic, operating as a liaison between our clients and internal teams. They develop and apply expertise on the Clearwater systems and processes to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater's largest clients. Regarded as trusted experts in their area, they have the confidence to make decisions and contribute to client success, whilst being able to provide instruction to team members regarding their area of expertise. Responsibilities: - Translate the client’s business requirements into specific system applications, process design, implementation materials/training and SOPs. - Trusted to deliver accurate, timely and thorough responses to any inquiry in both written and verbal contexts, with the ability to simplify multiple complex topics. - Effectively communicate and collaborate with a global team to accurately resolve complex problems and client inquiries in their area of specialism, as well as broader financial or accounting topics. - Strategize with development teams to enhance our product offering, improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes. - Spread your knowledge by regularly providing mentorship/training, as well as designing and implementing training materials and SOPs. - Proactively work towards continuous improvement of processes, procedures, tools and resources within the team. - Manage and consistently complete assigned projects and coordinate necessary resources. - Key contributor for knowledge base and SOP documentation, leading efforts to drive client self-service. Required Skills: - Possess deep knowledge in their area of expertise. - Broad industry expertise in investment accounting, using skills to contribute to the development of company objectives and principles. - Can own multiple projects at a time, achieving goals in creative and effective ways. - Strong computer skills, including proficiency in Microsoft Office. - Excellent attention to detail and strong documentation skills. - Outstanding verbal and written communication skills. - Strong organizational and interpersonal skills. - Exceptional problem-solving abilities. Education and Experience: - Bachelor’s degree or above in Accounting or Finance-related field, or experience in relevant area of specialization. - 7+ years’ relevant experience.

Lead customer onboarding and solution implementation for credit risk products, serving as the main contact for stakeholders, while collaborating with internal teams to address customer needs and provide feedback for product development.