Role Description We are looking for an SMB Renewal Specialist to take full ownership of the renewal process for our Small and Mid-Sized Business customer base. In this role, you will be the primary driver behind keeping our customers on board, working closely with CSMs and Account Managers to identify account risks early and close renewals that reflect the true value of our platform. This position is ideal for someone who is highly organized and feels at home leading renewal and pricing conversations. You’ll need to balance a helpful, customer-first mindset with the discipline required to hit your targets and contribute to the company's success in a fast-moving environment. What You'll Do - Portfolio Management: Manage all renewal opportunities for your assigned accounts and research customer health to identify risks or expansion opportunities before the contract ends. - Team Collaboration: Partner with SMB CSMs and Account Managers to plan renewal strategies that secure the best outcome for both the customer and the company. - Discovery & Negotiation: Speak directly with customers to understand their needs, resolve objections, and negotiate terms that prevent churn while maintaining fair contract standards. - Pricing & Quoting: Draft and send accurate pricing quotes that follow company policy, ensuring customers have everything they need to sign off. - Pipeline Tracking: Maintain a clear 30, 60, and 90-day view of upcoming renewals, providing regular updates to the Regional Director on what is expected to close. - Salesforce Administration: Keep every record updated in Salesforce. You’ll be responsible for completing deal sheets and ensuring all data is accurate for every opportunity. - Meeting Targets: Focus on reaching and exceeding your assigned bookings targets and quotas each month and quarter. Qualifications - 1+ years of experience in renewals, account management, or sales support. - Reliable organizational skills. - Clear communication style. - Problem-solving mindset. - Team-first attitude. Bonus Points If You Have - Hands-on experience with Salesforce. - Experience working with SMB (Small to Medium Business) accounts. - A basic understanding of subscription-based contracts and pricing. Benefits - Company-wide bonuses based on monthly sales targets. - Employee referral bonuses. - Adoption assistance. - Tuition reimbursement. - Certification reimbursement. - Certification completion bonuses.

Title: Billing Analyst Location: Charleston, SC Job Description: Full Time Mid Level Reports to: Director of Billing Status: Exempt Remote or Hybrid The Billing Analyst is responsible for managing and supporting the firm’s billing processes across Practifi and Orion. This role handles billing data maintenance, billing cycle execution, audits, reconciliations, payment posting, and reporting to ensure accurate client billing and advisor compensation. Responsibilities: Practifi Billing Tasks - Maintain and update billing-related fields and data within Practifi, including: - Fee details - Payout details - ADV details - Previous advisor information - Zero balance approval fields - Billing start dates - Payee updates - Manage and relate households for billing purposes. - Maintain indirect billing relationships. - Approve and process zero balance accounts when required. - Close accounts and calculate refunds when applicable. - Track and manage uncollectable balances. - Maintain and update billing adjustment spreadsheets including: - Fee refunds - Successfully collected fees - Uncollectables - Trade errors - Fee corrections. Orion Billing Responsibilities - Post client payments within Orion. - Manage and execute billing cycles. - Run audits of Orion data to ensure accuracy. - Run mock billing cycles and provide results to advisors along with: - Accounting Reports - Payable Summary (including by rep), Cash Funding - Run live billing cycles and provide results to accounting along with: - Accounting Reports - Payable Summary (including by rep), Billing Data & Payee Query - Submit fee files. - Reconcile completed billing cycles. - Push funds to TD Bank related to billing activity. Billing Monitoring and Audits - Maintain and review household accounts in Orion. - Run regular audits including: - Unassigned Accounts Audit - Stale Accounts Audit - Zero Balance Audit. - Monitor and manage AdvicePay invoices. - Close Pontera accounts and calculate refunds when required. - Process SMARTX IMA updates based on billing-related requests. Minimum Education: - Bachelor’s Degree in Accounting, Finance, Business or related field Skills and Experience: - Experience in billing, operations, or financial services preferred. - Experience working with CRM or portfolio management systems such as Practifi or Orion preferred. - Strong Excel skills and ability to manage spreadsheets and billing data. - Strong attention to detail and organizational skills. - Ability to manage recurring billing cycles and deadlines. - Strong analytical and reconciliation abilities. Firm Requirements: - Must maintain confidentiality - Ability to ensure compliance of firm’s policies and procedures - Attention to detail with strong oral and written communication skills - Ability to prioritize and multitask - Strong interpersonal skills - Strong organizational and documentation skills - Creative, flexible, and persistent in completing tasks - Strong initiative; ability to work independently

Title: Coding Specialist Location: MT-Bozeman (Hybrid) Department Finance & Administrative Employment Type Full-Time Compensation $20.51-$22.18/hr DOE Job Description: Are you detail-driven with a passion for accuracy and healthcare revenue integrity? One Health is seeking a Coding Specialist to help ensure patient encounters are accurately coded, claims are submitted efficiently, and reimbursements are maximized. This role plays a vital part in supporting our providers and strengthening the financial health of our organization—while advancing our mission of exceptional patient care. Location: Remote | Schedule: Full-Time, Monday through Friday 8am-5pm Pay: $20.51- $22.18/hr DO **This is a remote position. However, candidates must be located within driving distance of one of our Montana or Wyoming locations. A full list of our locations is available on our website. Travel to a site for Tech issues or management purposes may be required. ** What You’ll Do - Code patient encounters using ICD-10 and CPT guidelines to ensure accuracy, compliance, and complete reimbursement. - Prepare and submit claims to Medicare, Medicaid, commercial insurers, and other third-party payers, including required documentation. - Review encounters and claims for errors or missing information, collaborating with staff and providers to resolve issues. - Follow-Up on rejected, denied, or outstanding claims to drive timely resolution and payment. - Collaborate with providers through regular communication and monthly meetings to address coding and billing questions. - Maintain billing system accuracy by managing claim statuses, secondary claims, and payer-specific requirements. What We’re Looking For - High school diploma or GED required; coding certification preferred - Preferred experience with medical billing and coding or working in a healthcare facility - Strong attention to detail, organization, and problem-solving skills - Ability to communicate clearly with providers, staff, and external partners Benefits: - Health, dental, and vision insurance (2 medical insurance that are 0 cost to the employee) - Discounted care for employees and family - Retirement plan with employer match - Paid holidays and generous PTO - Supportive, mission-driven team environment About One Health: One Health is a non-profit Federally Qualified Health Center (FQHC) serving rural communities across Montana and Wyoming. We provide integrated medical, behavioral health, community health, pharmacy, dental, and public health services to ensure accessible, compassionate care for all. Learn more: https://www.onechc.org/about Equal Opportunity Employer: One Health prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. Join a team that values professional growth, meaningful work, and collaboration.

Title: Operating Room Support Specialist, VNS - Part Time (TN West) Location: Little Rock, AR, United States Job Description: Part time job requisition id JR-14517 As a global medtech company, we are driven by our Vision of changing the trajectory of lives for a new day and our Mission to create ingenious solutions that ignite patient turnarounds. Our relentless commitment to patients and strong legacy of innovation in healthcare are the foundation of our future. If you're looking for a new chance, a new beginning, a new trajectory, LivaNova is where your talent can truly thrive. Join our talented team members worldwide to become a pioneer of tomorrow—because at LivaNova, we don’t just treat conditions — we aspire to alter the course of lives. LivaNova Neuromodulation: As pioneers of the VNS (Vagus Nerve Stimulation) Therapy® system, LivaNova continues to advance medical device solutions for patients affected by Drug-Resistant Epilepsy (DRE) and Difficult-to-Treat Depression (DTD). There are 3 million people in the U.S. alone and one on three people with epilepsy are drug resistant. People with severe seizures have, on average, a shorter life expectancy and an increased risk of cognitive impairment particularly if the seizures developed in early childhood. VNS Therapy for DRE is delivered through a device that sends mild pulses to the vagus nerve at regular intervals throughout the day in an effort to prevent seizures. **This is a Part-Time opportunity. Our Operating Room Support Specialists help to make a positive impact on the lives of our patients living with epilepsy. Whether you are an experienced Nurse, Operating Room Support Specialist, or someone looking to be trained to enter the medical field, this is your opportunity! Get the chance to work in the OR collaborating with neurosurgeons, epileptology’s, and nurses supporting case coverage for our VNS Therapy System, which is FDA-approved for the treatment of refractory epilepsy. The best person for the job will be able to; - Understand the implantation, operating room, and credentialing process - Gain or know the local hospitals - Be available to work with short notice Our Operating Room Support Specialist becomes a highly trained, subject matter expert responsible for surgical case coverage in the OR during implantation of the Vagus Nerve Stimulator (VNS) Therapy System. You will also be responsible for supporting Operating Room staff in product-related matters intraoperative, including VNS diagnostics, troubleshooting, and programming assistance, so communication is an essential part of this job. The underlying knowledge of the VNS Therapy System is not necessary right away as training on the Vagus Nerve Stimulator will be provided at our Houston corporate office, as well as procedural training as needed. Travel requirements will be limited with the potential for an overnight stay on occasion. The Operating Room Support Specialist position is a field-based position requiring the employee to visit hospital facilities regularly. It will require compliance with hospital credentialing and access requirements (including any necessary immunizations as are required for healthcare employment). Minimum Qualifications - BS/BA degree or clinical technical/operating room environment experience - Ability to project a positive image - Must be computer literate with proficiency in MS Office software - Exceptional written and verbal communication skills and nonverbal skills to communicate in the OR - Maintain all required necessary immunizations for healthcare employment as described above. Pay Transparency The pay rate for this part-time opportunity is $60.00/HR.