• Primary point of contact for 30–60 assigned accounts across the entire engagement • Manage dedicated Slack channels — respond within 2 hours during business hours • Understand each client's business goals, pain points, and competitive landscape to advise strategically • Conduct congratulations calls — first touchpoint after client signs • Run onboarding calls — walk clients through systems, set up CRM, connect calendars, review ad guidelines, complete all onboarding forms • Lead launch calls — present ROI expectations, confirm ad budgets, review ad creatives, walk through patient journey, ensure backup cards are on file • Lead weekly and bi-weekly check-in calls — address concerns, review campaign performance, discuss strategy pivots • Monitor campaign performance — track lead flow, cost per lead, show rates, booking rates, conversion metrics; flag issues before clients notice • Track appointment statuses (showed, no-show, cancelled, rescheduled) the day after each booking • Coordinate with media buyers on creative feedback and strategy changes • Coordinate with onboarding/tech team on funnel builds, CRM setup, and technical integrations • Identify upsell and account expansion opportunities across portfolio • Spot at-risk accounts early through engagement tracking and sentiment analysis; intervene before clients consider leaving • Turn satisfied clients into case studies, testimonials, and referral sources • Maintain ClickUp task organization, update client cards, track deliverables and timelines • Prepare monthly performance summaries with campaign results, lead data, and strategic recommendations • Update DEFCON status, communication recency, and billing information in ClickUp

• Facilitate high-level communications regarding software licensing and compliance via email, phone, and video conferencing. • Conduct thorough research into case details, analyze usage patterns, and maintain meticulous records within the CRM. • Manage compliance leads and employ professional negotiation tactics to resolve licensing discrepancies. • Contribute to the internal knowledge base by documenting workflows and generating performance reports.

• Provide technical leadership across the Analytics function • Develop, maintain, and govern Enterprise Anti-Money Laundering/Counter-Terrorist Financing models/AI solutions • Liaise among model owners, developers, users, and other stakeholders • Interpret policies and provide guidance to FCRM stakeholders • Develop processes/tools to manage inventories, issues, and action items for the FCRM models

• Serve as the primary point of contact for patient enquiries, concerns, and follow‑up needs. • Build strong relationships with patients to support trust, compliance, and long‑term care. • Conduct post‑appointment check‑ins, progress calls, and satisfaction follow‑ups. • Manage service recovery for dissatisfied patients and escalate clinical concerns appropriately. • Guide patients through their recommended care plans, ensuring understanding of goals, timelines, and expectations. • Monitor patient adherence and proactively reach out to those who miss appointments or fall behind. • Coordinate with chiropractors to adjust care plans based on progress or feedback. • Track outcomes and identify opportunities to improve patient engagement. • Ensure consistent messaging across reception, practitioners, and digital channels. • Maintain high‑quality communication templates for SMS, email, and phone scripts. • Support front‑desk staff with complex patient queries or escalations. • Assist with scheduling optimisation to reduce gaps and improve practitioner utilisation. • Implement patient retention strategies, including progress reviews and milestone recognition. • Manage reactivation campaigns for inactive or overdue patients. • Identify opportunities for additional services (e.g., decompression, rehab, wellness plans) based on patient needs. • Track key metrics such as retention rate, reactivation rate, and care‑plan completion. • Monitor patient feedback and identify trends affecting satisfaction or retention. • Collaborate with the clinic manager to refine processes, reduce friction, and improve efficiency. • Support onboarding of new patients to ensure a smooth first‑visit experience. • Maintain accurate records in the practice management system.