Role Description Under the leadership of the Senior Director of Clinic Partnerships, the Clinic Partnership Manager (CPM) plays a pivotal role in maintaining the relationships between MAVEN Project and partner clinics. This role integrates clinical and operational experience to build and foster client relationships and plays a vital role in operationalizing and optimizing the business model to provide timely access and healthcare expertise to safety net clinics. Duties and Responsibilities - Collaborates with the Senior Director of Clinic Partnerships to protect MAVEN Project’s quality reputation by embracing the mission, vision, and values of the organization. - Improves patient satisfaction through a sense of ownership by creatively engaging clinic leads and providers. - Professionally and enthusiastically provides direction to clinic partners inquiring with questions about utilization with electronic consults, continuing medical education, clinical mentoring, leadership coaching, and case-based learning. - Demonstrates competency, utilizing evidence-based best practices with all services to train and orient clinic partners and MAVEN Project volunteers for participation in telehealth programs. - Collaborates as appropriate with other departments to ensure efficient processes and facilitates problem-solving. - Manages meetings and administrative support, as necessary, to support the business including the creation of meeting agendas, documenting notes and establishing follow-up timelines in concert with health care organization staff, physician volunteers and The MAVEN Project team. - Proactively develops relationships by listening to and understanding clinic partners, while anticipating and providing solutions to clinic needs, giving high priority to customer satisfaction. - Attempts to resolve and de-escalate all issues received from clinic partners tactfully and professionally, escalating any unresolved issues to the Senior Director of Clinic Partnerships, ensuring that all activity is documented accurately. - Will be relied upon to answer questions, address concerns, and help with MAVEN Project services. - Builds trust by working as a team member, as well as independently, with minimal supervision. - Ability to effectively manage a high volume of provider requests and multiple tasks in a fast-paced environment using a computerized database for information access. - Ensures timely distribution of utilization and engagement reports to clinic partners according to their preferred distribution (i.e., monthly, quarterly, etc.). - Knows how to appropriately address customer concerns creatively and share feedback with other teammates. - Attends and participates in organization and clinic meetings, as required. May be required to participate in meetings outside the normal workday in support of various time zones which our partner clinics reside including those outside the USA. - Will adhere to MAVEN Project privacy, HIPAA, and confidentiality standards. - Create, update, and maintain workflow-related resources, including portal guides, one-pagers, and brief instructional videos, to support consistent clinic partner onboarding, training, and engagement. - Must understand and demonstrate compliance according to MAVEN Project policies and procedures. - Performs other duties and assumes other responsibilities as apparent or assigned, including mutually agreed-upon objectives such as supporting efforts. - Be adaptable to changing priorities, work schedules, and business needs while maintaining professionalism, customer-focused composure, and a solutions-oriented approach. Qualifications - Ability to work Monday through Friday from 8 am - 5 pm with flexibility of working hours dependent upon organizational needs or the expansion of services with minimal distractions. - Regular, predictable attendance is required. - Excellent written, verbal, and presentation communication skills. - Self-confidence in speaking in front of large or small groups. - Experience creating, tracking, and analyzing data related to operations, performance, and strategy. - Ability to identify project issues, communicate to Senior Director, and propose and implement innovative, effective solutions. - Proficiency or ability to learn CRM systems and virtual collaboration tools. - Strong interpersonal skills with the ability to build and maintain positive relationships with clients, clinical partners, and internal teams. - Demonstrates flexibility with work schedule, priorities, and changing operational needs. - B.A./B.S. required. Experience - Two to five years of professional experience working in clinical delivery, health care consulting, telehealth, telemedicine, digital health, mHealth, or other health-related industries. - Prior experience working in clinical setting or demonstrated knowledge of Federally Qualified Health Centers (FQHCs), Free and Charitable Clinics (FCCs), or similar healthcare organization is strongly preferred but not required. - Experience collaborating with cross-functional teams and supporting client or patient-facing operations within healthcare or technology-enabled services is preferred. Physical Demands - Remote position requiring uninterrupted, flexible schedule to meet clinic needs in various time zones. - Sitting for a significant percentage of the workday with sedentary work. - Ability to sit at a computer terminal/desk for an extended period. Information Technology Requirements - Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) with strong overall computer literacy. - Experienced in utilizing Customer Relationship Management (CRM) systems to manage client data, track interactions, and support clinical operation needs desired. - Familiarity with Salesforce and PowerBI is preferred but not required; new hires are expected to gain working proficiency within their first 90 days of employment. - Skilled in leveraging digital communication and social media platforms to strengthen client engagement and promote organizational visibility. - Experienced in using virtual collaboration tools such as Click Up and Zoom for meetings, presentations, and client interactions.

• Build and nurture multi-threaded relationships with key stakeholders and decision-makers within customer organizations. • Develop and execute account plans for growth potential accounts by conducting effective discovery sessions with customers to understand their top priorities and business challenges. • Act as a trusted advisor by demonstrating how aligning their unique challenges to Vena’s platform capabilities can solve their business challenges and deliver measurable business outcomes. • Manage and own the net revenue growth strategy and execution for your assigned portfolio of accounts by driving the renewal and expansion/upsell strategy for your customer portfolio. • Lead the quote to order process by preparing and presenting bespoke pricing proposals and facilitating the contract creation and execution process. You will maintain an accurate forecast on a weekly basis to consistently meet and exceed annual revenue targets. • Actively manage both expansion sales and renewal cycles, leveraging workback plans and/or mutual close plans as needed, to secure opportunities in a predictable manner. • Monitor account health, identify and track renewal and expansion opportunities and report on key performance metrics. • Collaborate with Vena’s Customer Success team and cross-functional partners to proactively address any potential churn risks, ensuring customer satisfaction and value realization are consistently achieved. • Partner with cross functional departments who support delivering an exceptional customer experience., ensure customer satisfaction and retention with a focus on net revenue growth. • Participate in ongoing learning and development training and contribute to internal enablement initiatives aimed at improving team efficiency and overall productivity.

• Directs all aspects of a service area within an assigned vertical line of business "LOB." • Responsible for management of operating units' profit and loss, budgeting, day-to-day operations, ISO programs and service execution. • Develops bids and quotes for new projects, implementation of identified projects • Analyzes and reports financials, collects customer payments, ensures customer satisfaction. • Oversees Project Manager’s development of a safe work environment that complies with health, safety and environmental regulations. • Manages customer service issues and identifies potential contract/service enhancements.

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