Role Description The CRM Administrator is responsible for managing and optimizing the firm’s CRM platforms and go-to-market technology stack, with a primary focus on Salesforce administration. This versatile role sits within the IT department while supporting Sales, Marketing, and Operations through effective data management and workflow enablement. The position ensures the CRM environment is reliable, scalable, and aligned with revenue-generating processes. It maintains data hygiene, integrity, improves and automates workflows, and manages integrations across systems. The role also supports advanced development initiatives, translating business needs into technical solutions. By combining system administration with process optimization and cross-functional support, the CRM Administrator drives operational efficiency, pipeline visibility, and overall business growth. Qualifications - 3+ years of hands-on experience administering CRM and marketing automation platforms, with a strong focus on Salesforce and HubSpot. - Deep expertise in configuring and managing Salesforce and HubSpot, including automation, data structures, user management, and system customization. - Proven experience integrating Salesforce and HubSpot within a multi-platform technology ecosystem, ensuring seamless data flow and system connectivity. - Strong data analysis skills, including advanced Excel (VLOOKUPs, pivot tables, formulas), with a focus on maintaining data integrity across platforms. - Demonstrated problem-solving ability, strong attention to detail, and the ability to troubleshoot complex system and data issues. - Excellent communication skills, with the ability to translate technical concepts into clear, actionable insights for Sales, Marketing, and Operations teams. - Ability to manage multiple priorities in a fast-paced environment and quickly adapt to new tools, technologies, and business needs. Requirements - Knowledge of financial services industry workflows, compliance requirements, and operational processes. - Salesforce Administrator or Developer certification(s). - HubSpot certification(s). - Experience with AI‑enabled workflow tools or agentic automation (e.g., Agentforce). - Familiarity with BI and reporting tools such as Tableau. - Experience with APIs, data warehousing concepts, or structured databases. - Background in project management or process documentation. Education - Bachelor’s Degree, comparable work experience may be considered.

Role Description Phi International, Inc. is seeking a proactive and customer-focused IT End-user Support specialist to join our team. In this role, you will be the primary point of contact for end-users requiring technical assistance. Your mission will be to provide timely and effective support to resolve hardware, software, and networking issues, ensuring minimal disruption to business operations. The ideal candidate will possess strong communication skills, a solid technical background, and the ability to troubleshoot and resolve a wide range of IT issues. If you are passionate about helping users and enhancing their IT experience, this is an excellent opportunity to contribute to a growing company. - Provide first-level technical support to end-users via phone, email, or in-person. - Troubleshoot and resolve hardware, software, and network issues. - Assist with software installation, configuration, and updates. - Document support requests and resolutions in the ticketing system. - Escalate complex issues to appropriate IT staff or vendors. - Educate users on best practices and use of technology. - Maintain inventory of IT assets and supplies. Qualifications - Associate's or Bachelor's degree in Information Technology, Computer Science, or related field preferred. - 1-3 years of experience in end-user IT support or help desk role. - Strong knowledge of Windows and macOS operating systems. - Experience with common office software and hardware troubleshooting. - Excellent communication and interpersonal skills. - Ability to manage multiple support requests and prioritize effectively. - Familiarity with ticketing systems and remote support tools. Benefits - Health Care Plan (Medical, Dental & Vision) - Retirement Plan (401k, IRA) - Life Insurance (Basic, Voluntary & AD&D) - Paid Time Off (Vacation, Sick & Public Holidays) - Training & Development - Wellness Resources

• You will be responsible for working with at-risk customers, diagnosing the business situation and executing re-engagement strategies to ensure long-term retention and satisfaction. • Create and implement action plans to re-engage at-risk customers, testing different approaches (experimentation) to determine what best converts into retention. • Switch between close contact (meetings/phone) and scaled outreach (email/WhatsApp), ensuring consistent presence according to each customer’s needs. • Actively contribute to structuring the team’s workflows, identifying opportunities and suggesting improvements to the customer journey. • Conduct deep diagnostics on at-risk customers, acting as the focal point for conflict resolution and churn reversal. • Master product knowledge to effectively drive customer adoption. • Monitor usage and engagement KPIs, turning numbers into preventive action plans. • Collaborate with Product and Operations teams, bringing real insights that impact retention. • Negotiate timelines and define next steps.

About Sailor HealthSailor Health is revolutionizing mental health care for older adults, addressing one of the fastest-growing and most underserved healthcare segments in America. With over 60 million seniors expected to make up nearly 25% of the population by 2030, we’re entering a period of unprecedented demand for care. Yet, today, millions of older adults remain isolated, underserved, and struggling with mental health challenges such as anxiety, depression, loneliness without adequate support. At Sailor Health, we envision a world where every senior has seamless access to compassionate, effective, and personalized mental health care. Join us on our mission to redefine the golden years, enabling older adults across the nation to live happier, healthier, and more fulfilling lives. About the RoleLocation: Remote - Canada based only Title: Care Coordinator (Patient Support) We’re hiring a full-time remote Care Coordinator (Patient Support) to provide exceptional post-intake support to patients at Sailor Health. Once a patient begins care, you’ll be their go-to point of contact for everything they need, including scheduling changes, billing questions, troubleshooting Zoom – all while providing friendly, reliable guidance every step of the way. In this role, you’ll ensure patients always feel cared for, informed, and supported. You’ll handle a range of administrative and customer service requests via phone, email, and text with empathy, precision, and professionalism. This is an ideal position for someone who thrives on solving problems, staying organized under pressure, and making people feel valued and understood — all while helping deliver high-quality mental healthcare for older adults. Who You Are - Exceptional communicator. You’re clear, kind, and patient — able to translate complex information (like billing or scheduling) into reassuring, easy-to-understand guidance. - Detail-oriented problem solver. You spot issues before they escalate, follow up without being prompted, and take pride in getting things right the first time. - Calm under pressure. You stay composed and resourceful when juggling multiple requests, maintaining professionalism and empathy throughout. - Tech-comfortable and adaptable. You learn new platforms quickly — whether it’s an EHR like Healthie, a messaging tool like OhMD, or scheduling and billing software. - Mission-driven with relevant experience. You care deeply about making mental health care accessible for older adults and may come from a background in customer support, patient support, care coordination, or healthcare administration, where empathy and organization are key. Why Join Sailor Health - Mission with impact. Help bring life-changing care to a population that’s too often overlooked. - Remote-first team. Enjoy the flexibility of remote work while staying closely connected with a thoughtful, collaborative team rooted in purpose. - Growth and ownership. Be part of a small, agile team where you’ll take initiative, shape key processes, and grow as we grow. - Make someone’s day – every day. Your work helps older adults and their families feel seen, supported, and cared for. If this sounds like you, we’d love to connect. Join us in redefining what it means to age with dignity, connection, and mental wellness.