• Prospect and create opportunities within assigned accounts • Manage and optimize the overall customer account experience • Demonstrate knowledge of the customer's business to better influence customer’s needs • Identify solutions that address customer's needs and lead efforts to sell such solutions • Build and maintain relationships with key executives and decision makers • Understand and navigate the customer's buying process • Meet or exceed C&E's stated financial quotas and targets • Negotiate and close sales opportunities • Manage opportunities and transactions to ensure long-term stability and sustainability of book-of-business • Demonstrate proficiency with C&E's methods and processes

Role Description This position is responsible for triage, facilitation, and problem-solving of all referrals and faxes received for OHSU from external sources. This position ensures that all incoming referrals are processed according to OHSU standards and procedures. - Receive incoming referrals to OHSU from external providers in the community. - Ensure all items received are accurate and complete with a high degree of attention to detail. - Use department policies and procedures to enter the referral into Epic (OHSU’s chosen EMR). - Route the referral to the appropriate clinic New Patient To Schedule work queue. - Identify challenges and barriers for patients through the referral process. - Communicate with referring providers and other clinicians to ensure up-to-date and accurate information. - Request basic demographic and referral information if required to complete an incomplete referral. - Support the Connected Care Center. A successful incumbent enjoys a high level of data entry work while paying close attention to details, providing clear feedback to management about challenges, and keeping the patient as the focus. This position serves as a member of the Ambulatory Access Services department, responsible for supporting the systems and operations of ambulatory practices, professional service, and hospital departments. - Workflows supported include patient appointment scheduling, new patient visit preparation, and referrals entry and triage. Qualifications - Bachelor’s degree plus 2 years’ experience working in an ambulatory clinic, OR - Associate’s degree plus 4 years’ experience working in an ambulatory clinic, OR - High School diploma plus 6 years’ experience working in an ambulatory clinic. - Knowledge of multiple Ambulatory workflows. Requirements - Proven interpersonal problem-solving and conflict resolution skills. - Proven ability to think at a systems level while performing detailed work. - Experience processing and entering referrals for multiple clinics. - Ability to multi-task in a high-volume situation. - Ability to work autonomously with a high level of accuracy and speed. - Exhibit a willingness to work with deadlines. - Excellent verbal and written communication skills. - Exceptional customer service skills. - Experience with electronic medical records. - Experience working in a health care access center creating referrals. - Experience scheduling patient appointments. - Epic experience. - Previous referral management experience. - Experience in various ambulatory clinics or knowledge thereof. Benefits - Monday-Friday business hours, shift to be determined. - This is a work from home position. - High level of data entry work requiring high attention to detail. - May sit through entire shift. Company Description We are Oregon's only public academic health center. In addition to caring for patients, we lead groundbreaking research and train the next generation of health care professionals. As Portland's largest employer, we provide opportunities to learn and advance in a system of hospitals and clinics across Oregon and Southwest Washington. - All are welcome. - OHSU welcomes people of all ages, ethnicities, genders, national origins, religions, and sexual orientations. - We strive to build an anti-racist, multicultural institution and encourage people with diverse backgrounds to apply. - To request reasonable accommodation, contact askhr@ohsu.edu.

• Own and execute a portfolio of renewal contracts within your assigned territory, ensuring timely and predictable outcomes • Mitigate churn • Implement win/win negotiation strategies that protect customer trust while driving incremental contract value • Maintain a clear and accurate rolling forecast of renewal opportunities and communicate risk early to internal stakeholders • Identify and mitigate financial attrition proactively through data-driven insights and customer engagement • Partner with Account Executives and Customer Success Managers to identify and qualify expansion opportunities at the point of renewal • Contribute to account strategy by providing insights on customer trends, competitive dynamics, and adoption challenges • Work cross-functionally with teams such as Pricing, Legal, RevOps, and Product Management to ensure renewal success and alignment with company objectives • Ensure CRM accuracy, data hygiene, and forecasting discipline across all opportunities • Leverage customer data and usage insights to assess renewal health and prioritize actions • Follow internal best practices for opportunity management, quoting, and reporting • Improve processes continuously to increase efficiency, predictability, and customer experience quality

• Own strategy and execution for platform partnerships that extend the reach, distribution, and impact of Included Health’s solutions (e.g., virtual care, patient advocacy, navigation, behavioral health). • Source, structure, and close complex, multi-party deals with digital health, data/analytics, and platform partners. • Build a high-quality opportunity pipeline and deliver against aggressive new revenue and partnership growth targets. • Serve as a senior, external-facing ambassador for Included Health’s value proposition, outcomes, and roadmap. • Operate cross‑functionally with Sales, Product, Clinical, Operations, and Marketing to ensure partner strategies are aligned with business goals and are operationally feasible. • This role reports directly to the Chief Growth Officer.