Role Description CPIhealth is seeking a qualified, dependable, and detail-oriented individual to join our team as a full-time Referral Coordinator. This position is remote, with candidates located in the Austin, TX area having the option to work remotely or in person at our Austin office. Please note: At this time, CPIhealth is only able to employ candidates who reside in the following states: CO, GA, IL, IN, KY, LA, ME, MN, NE, OH, PA, TN, TX, and WI. Schedule: Monday – Friday, 8:00 a.m. – 5:00 p.m. CST (hours required regardless of work location) In this role, the Referral Coordinator ensures that all patients, particularly those with HMO insurance plans, have the required referrals and authorizations in place prior to their scheduled appointments. The position serves as a vital liaison between patients, primary care providers (PCPs), and the clinical team to facilitate timely care and avoid delays in treatment. - Verify that all new patients with HMO plans have valid referrals from their primary care physicians for the scheduled provider prior to appointments. - Monitor upcoming appointments to ensure referral requirements are met in advance of the visit. - Track follow-up visits and proactively request additional referrals or visit authorizations as needed. - Contact patients to obtain primary care provider information, including provider name, contact details, and insurance-related information. - Educate patients on referral requirements and instruct them to contact their PCPs when necessary. - Communicate with primary care offices to request, obtain, and follow up on referral documentation. - Maintain accurate and up-to-date records of referral status in the electronic medical record (EMR) system. - Work closely with scheduling and clinical staff to prevent appointment delays or cancellations due to missing referrals. - Ensure compliance with insurance requirements and organizational policies related to referrals and authorizations. - Resolve issues related to missing or incomplete referrals in a timely and professional manner. - Perform other duties as assigned to support the mission, values, and strategies of CPIhealth. Qualifications - High school diploma or equivalent required; associate degree or healthcare-related certification preferred. - Previous experience in a medical office, insurance verification, or referral coordination preferred. - Knowledge of HMO insurance plans, referral processes, and basic medical terminology. - Strong communication and customer service skills. - Excellent organizational skills and attention to detail. - Ability to manage multiple tasks and prioritize effectively in a fast-paced environment. - Proficiency with EMR systems and standard office software. Requirements - Attention to detail. - Time management and organization. - Problem-solving skills. - Interpersonal and communication skills. - Ability to work independently and as part of a team. Benefits - Medical, Dental, Vision insurance - Paid Time Off (accrued) - Flexible Spending Account for Health & Dependent Care - Basic Life, Accidental Life, Supplemental Life Insurance - Short Term & Long-Term Disability - 401(k) with matching

• Execute a consultative sales process to increase adoption of alternatives • Develop sales proficiency across private credit, private equity, real estate, and hedge funds • Help advisors build better portfolios and businesses • Regular in-market meetings with advisors, GP partners, and COIs

• Assume full ownership and accountability for a portfolio of key client accounts, driving commercial performance, revenue growth, and long-term value creation while building trusted relationships with senior stakeholders. • Develop a deep understanding of client strategies, business challenges, and financial drivers to proactively identify, shape, and prioritize high-impact, value-led opportunities. • Create and execute comprehensive, multi-year strategic account plans aligned to client objectives and internal growth targets, with clear revenue, margin, and expansion goals. • Lead strategic selling initiatives within existing accounts, identifying, qualifying, and closing new business opportunities in close partnership with Business Development and Pre-Sales teams. • Own the end-to-end commercial lifecycle—from opportunity development through deal structuring, negotiation, and close—ensuring strong financial discipline, accurate forecasting, and operational excellence.

• Account Management: Manage a portfolio of 50-75 customer accounts, ensuring consistent communication, providing excellent customer service, and fostering long-term relationships. • Upselling: Identify and capitalize on opportunities to upsell additional products and services to existing customers, driving increased customer value and revenue. • Renewals: Own the end-to-end renewal process for your accounts, proactively engaging customers ahead of contract milestones to assess satisfaction, demonstrate ongoing value, and secure timely renewals. Partner with Customer Success Managers to identify and mitigate churn risk, ensuring a high renewal rate while positioning accounts for expansion. • Customer Communication: Engage regularly with customers to understand their evolving needs and challenges, identifying opportunities for growth, and ensuring overall customer satisfaction. Additionally, send quarterly newsletters with company updates, including new feature launches, to keep customers informed and engaged. • Seamless Transition from Sales: Work closely with the Growth Account Executive to ensure a smooth handoff of sales opportunities. Facilitate a seamless transition of account details and customer expectations to maintain continuity and customer satisfaction. • Collaborate with Customer Success Managers to identify and pursue upsell opportunities both mid-contract and during the renewal cycle. Align on customer goals to ensure a smooth, strategic path forward—one that deepens the relationship and expands ARR through solutions that drive long-term success for both the customer and AcuityMD. • Database Management: Maintain and update HubSpot and PlanHat, ensuring accurate records of customer interactions and sales activity. • Competitor & Product Awareness: Stay informed on industry trends, competitor offerings, and product developments to provide value-added insights and identify upselling opportunities within your existing customer base.