- Prepare and manage customer quotes from start to finish. - Follow up on open quotes and customer inquiries via phone and email. - Serve as the primary point of contact for assigned accounts during the sales process. - Assist customers with product selection and pricing strategies. - Support the Regional Sales Representative in managing and growing key accounts. - Maintain consistent, high-quality communication with customers to ensure timely responses. - Coordinate internally across departments as needed to support the sales process. - Ensure all transaction details, including pricing, product specifications, and delivery timelines, are accurate. - Manage inbound leads and route them appropriately within the team. - Maintain meticulous CRM records and account notes. - Assist in the creation of proposals and sales materials.

• Provides basic troubleshooting and recommend solutions • Data Entry - enters data into various database applications • Receives data and sourcing documents, compiles, sorts, interprets and verifies data to be entered • Maintains electronic and hard-copy filing system of applications, rebates and other supporting documents. • Communicates effectively as part of team approach with other departments in servicing customers. • Provides customer service activities such as responding to emails and phone calls. • Provides exceptional customer service and call handling in a customer centric environment. • Safeguards confidential customer information • May provide peer training to co-workers job shadowing support as assigned in area of responsibility • Willing to support any program within the department as assigned • Other duties as assigned

• Serve as a primary point of contact for patients, healthcare providers (HCPs), clinics, and pharmacies within a patient assistance program • Complete patient and HCP enrollments according to program protocols and privacy requirements • Manage accurate data entry and documentation across internal systems and third ‑ party platforms • Provide inbound and outbound phone support related to program services, therapy access, and treatment education • Educate patients and HCPs on disease state, therapy expectations, and program support offerings (non-promotional)

Role Description As a Customer Accounts Specialist, you are primarily responsible for rent collection, delinquency notices, resident communications, and accounts payable for an assigned group of 4-6 conventional and student housing communities within the Cardinal Group portfolio. This role is part of Cardinal Group’s new centralized services team and work may be performed remotely or at our HQ office in Denver, CO. Although your role may be remote and reports to the centralized services leadership team, you will work closely with the onsite team members to provide consistently excellent customer service to our future and current residential customers. Essential Responsibilities - Manage the automated issuance of rent reminders and delinquency notices to residents at all assigned communities. - Initiate phone and email communications with delinquent residents and any co-applicants or guarantors. - Support future and current residents with ledger discrepancies and the posting/removal of charges at the direction of the Community or Portfolio Manager. - Provide resources for payment plans and rental assistance programs where applicable. - Issuance of move-out statements to vacating residents. - Processing of community accounts payable and accounts receivables, including the posting of all purchase orders and invoices for assigned communities. - Oversee the vendor credentialing process for new and unregistered vendors through our credentialing platform, OpTechnolgy. - Submission of expense reclassifications and accruals as directed by the property accounting team for monthly financial reporting. - Assist community teams with lease and charge audits. - Offer efficient and courteous responses to all resident and community requests. - Pursue educational opportunities and developmental growth opportunities. - Other responsibilities as assigned or required based on the needs of the business. - Participates in Cardinal U training as required. Qualifications - 3 - 5 years of experience in property management. - 1 - 2 years of experience with property-level accounting and resident account management. - High school diploma or GED equivalent is required; a bachelor’s degree preferred. - Maintains a consistent level of professional customer service. - Excellent written communication skills, especially short form for easily digestible with pointed, relevant information. - Demonstrated ability to pay close attention to details and perform tasks with consistent accuracy. - Working knowledge of Yardi / Entrata is preferred. - Ability to thrive in a fast-paced environment and manage multiple projects simultaneously. - Ability to embody the Cardinal Culture and Cardinal Core Values every day. Work Environment / Physical Demands 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. Incumbents primarily work in an office environment but may also have frequent exposure to outside of apartment buildings and in all areas of the property including amenities and have frequent exposure to outside elements where temperature, weather, odors, and/or landscape may be unpleasant and/or hazardous. 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. - While performing the duties of this job, the employee is regularly required to use hands to finger, type, handle, or feel and talk or hear. - The employee is regularly required to stand; walk; reach with hands and arms, and climb, stoop, or squat. - The employee is often required to sit. - Incumbents must be able to physically access all exterior and interior parts of the property and amenities and must be able to work inside and outside in all weather conditions including, but not limited to rain, snow, heat, hail, wind, and sleet. - The employee must be able to push, pull, lift, carry, or maneuver office products and supplies of up to twenty (20) pounds. - Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. - Routine local travel may be required to attend training classes, client visits, or other situations necessary for the accomplishment of some or all of the daily responsibilities of this position. - Overnight travel required to attend company functions, training, property visits, and other situations necessary for the accomplishment of special projects that may be assigned from time to time.