• Lead client training and support post onboarding for Treasury Management services, including Online Banking, ACH, Wires, Bill Pay, Remote Deposit Capture, Information Reporting, Positive Pay, Lockbox and Commercial Cards • Execute white-glove Treasury Management client service through phone and email case management, delivering timely, accurate, and high-touch support • Coordinate and support the delivery of Treasury Management products and services following implementation, ensuring completion within agreed upon time frames and in compliance with policies, procedures, and regulatory requirements • Review client documentation, due diligence materials, and service agreements for accuracy, completeness, and adherence to control standards • Obtain required internal approvals for Treasury Management services and access, as applicable • Anticipate client needs by proactively addressing questions and offering solutions to simplify and enhance the client experience • Assist with additional responsibilities as assigned, including contributing to the development and maintenance of reports, procedures, and process documentation

Role Description We're expanding our remote team and looking for motivated, people-focused individuals to join us as Client Engagement Travel Advisor. In this role, you'll work closely with clients to help bring their travel ideas to life guiding them through options, organizing key details, and ensuring everything runs smoothly from planning to confirmation. This opportunity is perfect for individuals who enjoy building connections, staying organized, and providing excellent service in a flexible, work-from-home environment. No prior travel experience is required; comprehensive training and ongoing support are provided. What You'll Do - Connect with clients to understand their travel goals, preferences, and timelines - Assist with creating and organizing customized travel plans - Research and compare options for accommodations, transportation, and activities - Share recommendations and helpful insights based on client needs and budgets - Communicate with clients through phone, email, and online platforms - Handle updates, changes, and follow-up requests efficiently - Maintain accurate records and track planning progress - Participate in onboarding and ongoing training sessions What You'll Enjoy - 100% remote work environment - Flexible scheduling options to fit your lifestyle - Step-by-step onboarding and continuous learning opportunities - Access to travel tools, systems, and supplier networks - Incentive programs and travel-related perks - Opportunities for growth within a supportive team Qualifications - Strong communication and relationship-building skills - Highly organized with attention to detail - Ability to manage multiple tasks independently - Comfortable using basic computer tools and online platforms - Reliable internet connection - Positive attitude and willingness to learn - Must be at least 18 years old - Must be authorized to work in the United States, United Kingdom, Mexico, Australia, Spain, or approved hiring regions

Role Description Healthcare M&A deals don't run on a standard diligence playbook. Revenue cycle performance, payor mix sensitivity, provider compensation structures, and reimbursement risk require someone who can read what the data is actually saying — not just organize it. As a Senior Associate on Intrinsic's healthcare TAS team, you'll execute the analytical core of buy-side and sell-side financial due diligence: - Proof of cash - QoE analysis - Net working capital - Revenue and profitability trending You'll work directly alongside VPs and Directors on PE-backed healthcare deals, building real sector depth and technical command in one of the most dynamic corners of the M&A market. Qualifications - At least 2 years of experience in audit, financial due diligence, transaction advisory, or closely related financial analysis - Bachelor's degree in Accounting, Finance, or Business; CPA licensed or actively pursuing preferred - Strong Excel skills with the ability to handle large, complex datasets accurately and efficiently - Ability to synthesize financial data into clear findings — not summaries, but conclusions with a point of view - Experience with or a genuine interest in healthcare services, provider businesses, or healthcare transactions is a meaningful plus Requirements - Execute core financial due diligence analyses: proof of cash, revenue and profitability trending, balance sheet reviews, vendor and payroll analysis, and QoE/NWC adjustments - Build and maintain databooks from large, complex datasets — organized, formatted, and accurate enough to support defensible conclusions - Draft report sections and revise based on VP and Director feedback; your work product needs to be clear and precise before it moves up - Manage the data room — track incoming documentation, flag gaps, and keep outstanding requests current - Prepare analytical exhibits and financial questions ahead of management meetings - Own your self-review; accuracy is your responsibility before anyone else sees it - Healthcare-specific analysis including: - Revenue cycle dynamics: collections trends, denial rates, days in A/R, coding and billing patterns - Payor mix and reimbursement rate sensitivity across commercial, Medicare, and Medicaid - Provider productivity and compensation model analysis (wRVU-based, collections-based, hybrid structures) - Healthcare-specific QoE adjustments: pro forma provider adds, contract rate changes, one-time reimbursement impacts - MSO structures, de novo vs. acquisition growth, and ancillary service performance - Support internal initiatives between engagements: peer coaching, recruiting, process improvement, and practice development - Track activity and manage workflow through Salesforce and firm tools Benefits - Expected base salary range of $101,000 to $127,000 annually - Annual discretionary bonus targeted at 15% of base salary - Medical, dental, and vision insurance - 401(k) plan with employer contribution - Paid time off, including vacation, sick leave, and company holidays - Paid parental leave - Hybrid and remote work flexibility - Professional development support and continuing education reimbursement - Participation in the firm's employee ownership model This position is eligible for remote work. Compensation reflects the full posted range and is not adjusted by geography.

Role Description The Manager of Client Services is the contact for assigned LogixHealth clients after an implementation has been completed. The Manager will be responsible for ensuring client satisfaction within the healthcare revenue cycle process, serving as the client advocate within LogixHealth, and executing a highly effective and responsive issue resolution and communication process. - Manage book of hospital and physician clients, with varying service lines and individual client needs - Run regular and ad hoc meetings with clients - Create client deliverables, including ad hoc reports and other summarizations - Learn client preferences and proactively anticipate future needs - Monitor services provided for client, including daily performance and financials - Troubleshoot client issues using root cause analyses - Analyze data reports, dashboards, and other key metrics related to client - Collaborate with internal departments to ensure open communication and effective service delivery - Proactively anticipate upcoming concerns/events in a client’s lifecycle and work with assigned clients to prevent/mitigate potential issues - Develop and maintain an understanding of best practices to use in coaching our clients to success - Ensure compliance with all pertinent local, state, and federal laws and regulations relating to operations and employment Qualifications - Two years related experience in the healthcare industry in a client facing role required. - Revenue Cycle Management (RCM) experience - Must possess management-level skills related to problem solving, prioritization, and organization - Must possess data analysis skills, including financial trending, especially aggregate data interpretation - Ability to communicate effectively verbally and in writing with clients, management and employees, including physicians, medical directors, practice managers, and C-suite executives - Ability to effectively run meetings by confidently communicating information, listening and learning from client needs, creating agendas and post-meeting minutes - Ability to learn and communicate complex healthcare industry related topics for clients - Must possess high attention to detail to QA client deliverables, data, and communications Requirements - Hospital, CMS, and/or healthcare insurance knowledge is preferred Benefits - Comprehensive benefits package including health, dental and vision - 401(k) - PTO - Paid holidays - Life and disability insurance - On-site fitness center - Company-wide social events