• Ensure JoomPulse's operations run smoothly and without disruptions. • Track internal request workflows and follow up to secure approvals and signatures. • Ensure prizes, rewards, and promotional materials reach the right people on time. • Monitor and track all open IC requests, ensuring none exceed the defined SLA. • Send proactive follow-ups via Slack and email until each request is completed. • Ensure all Partner Program and live-stream rewards and prizes are shipped within SLA. • Keep merchandising and giveaway inventory control updated in real time.

• Collaborate with Digital Operations Associate II to gather required documentation for underwriting and approval • Maintain and update internal customer databases with accuracy and attention to detail • Monitor and process incoming client applications promptly • Complete onboarding tasks efficiently and within designated timelines • Resolve Anchor incidents related to onboarding as needed • Regular, reliable, and predictable attendance • Adhere to established processes, procedures, and checklists to ensure high-quality service delivery • Assist in manual account openings alongside Digital Operations Associate II • Provide support to both customers and Digital Operations Associate II during the account opening process • Build and maintain relationships to support potential business development opportunities • Utilize internal tools and systems to ensure data consistency across customer resource management and loan/deposit origination platforms • Work with Senior Leadership on strategic planning for an effective customer servicing apparatus in a growing financial services company • Maintain favorable working relationships across business lines • Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices • All other duties as assigned

Role Description The Healthcare Operations Coordinator is responsible for transferring referral, case, and review data between internal systems and client portals to support daily operational workflows. This role ensures timely, accurate, and compliant handling of case information, documentation uploads, status updates, and portal management activities across multiple client accounts. The position plays a critical role in maintaining operational efficiency, meeting turnaround time requirements, and ensuring data integrity. Key Responsibilities - Portal & Case Management - Upload and download referral documentation, medical records, reports, and supporting materials through client portals and internal systems. - Transfer case information accurately between platforms while maintaining data integrity. - Monitor client portals for new assignments, updates, requests, and status changes. - Verify completeness and accuracy of referral information before processing. - Track and document case movement throughout the workflow lifecycle. - Escalate urgent issues, missing documentation, or portal access concerns to leadership as appropriate. - Data Entry & Documentation - Perform high-volume data entry with strong attention to detail and accuracy. - Maintain organized electronic records and audit trails. - Update internal tracking systems with current case statuses and required documentation. - Ensure all portal submissions meet client-specific formatting and submission requirements. - Conduct quality checks to identify discrepancies or incomplete information prior to submission. - Operational Support - Support Operations Managers and team leadership with administrative workflow tasks. - Assist with reconciliation activities and operational reporting as assigned. - Help monitor turnaround times and identify potential workflow delays. - Communicate professionally with internal teams regarding case status, portal issues, and workflow needs. - Follow all internal SOPs, compliance standards, and client-specific processes. - Quality & Compliance - Maintain confidentiality and securely handle sensitive and protected information. - Adhere to HIPAA and company privacy/security requirements. - Ensure work products meet internal quality standards and productivity expectations. - Performance Metrics - Accuracy of data transfer and portal submissions. - Adherence to turnaround time (TAT) requirements. - Productivity and volume expectations. - Quality audit outcomes and error rates. Qualifications - High school diploma or equivalent required. - Previous administrative, operations, data entry, or healthcare support experience preferred. - Strong attention to detail and organizational skills. - Ability to manage repetitive tasks with consistency and accuracy. - Strong written and verbal communication skills. - Ability to work independently in a remote environment. - Strong time management and prioritization abilities. Preferred Qualifications - Experience working with client portals, EMRs, claims systems, or web-based workflow platforms. - Healthcare, insurance, or medical records experience preferred. - Familiarity with HIPAA and handling confidential information. - Experience in high-volume, deadline-driven operational environments. Technical Skills - Proficiency with Google Workspace and Microsoft Office applications. - Comfortable navigating multiple web-based systems simultaneously. - Strong typing and data entry skills. - Ability to learn client-specific portals and workflow systems quickly. Work Environment - Remote work from home. - Hourly, non-exempt position. - Occasional overtime may be required based on operational needs. Benefits - Comprehensive benefits package including medical, dental, and vision coverage for you and your family. - Voluntary life insurance options for you, your spouse, and your children. - Other voluntary benefits including hospital indemnity, critical illness, accident indemnity, and pet insurance plans. - Basic life insurance, short-term disability, and long-term disability coverage at no cost. - Generous paid time off policy. - 401k plan with a company match. - Apple equipment and a media stipend for remote workspace.

• Design and execute the onboarding flow for every new member - from payment to Roundtable assignment • Target: 90%+ of new members fully activated within 14 days • Build the welcome sequence, orientation materials, and first-touch experience • Own the full sales pipeline from lead to close, managing the Closer and ensuring conversion targets are hit • Build and maintain the CRM (HubSpot) pipeline with proper stage definitions, automation, and reporting • Track and report on DM-sourced vs. outside-DM pipeline separately • Own the member experience layer: community, content calendar, member comms, feedback loops • Monitor engagement metrics and proactively address churn signals • Build the systems that scale community without scaling headcount proportionally • Plan and execute two major live events in Year 1: November 2026 and April 2027 • Each event targets 30 new member conversions • Own all logistics, speaker coordination, venue, production, and follow-up • Own all member-facing communications: newsletters, deal alerts, community updates • Coordinate with marketing on external positioning and lead generation (from M4, $30K/mo budget) • Ensure brand consistency across all touchpoints • Own the technology layer: CRM configuration, automation, member portal, reporting dashboards • Select and implement tools; build the ops playbook for scale • Shared ownership with Director of Investments of overall member growth targets (directly tied to comp) • Direct ownership of retention, onboarding quality, and NPS • Direct reports: Closer, CSM (VC Associate coordinates with Director of Investments). • Responsible for hiring, onboarding, and performance management of operational team members