• 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

• 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.