• We are looking for an experienced individual contributor within the Revenue Operations team to establish reporting, develop key enabling tools, streamline processes and be a partner to our Sales team. • In this role, your responsibilities would include ownership of Sales operations, a strong partnership with our Enablement team and an end to end view of our tools and processes with an overall goal of improving productivity and efficiency for our Sales and Sales Leadership. • You will have a direct impact to drive improvement in our core KPIs around pipeline generation, productivity given your role and how closely you will be partnering with Sales Leadership. • Optimize and improve our existing sales processes to ensure scalability. • Be the key partner to our sales leaders, providing productivity gains and higher quality pipeline generation numbers. • Design and govern lead management, routing, and qualification processes to ensure leads flow seamlessly and are actioned efficiently. • Create and support on regular cadence of business reporting needs and SFDC dashboards. • Partner with our Insights and BI teams to dive deep within data and ensure teams are following processes to collect the right data and insights. • Partner directly with Sales and Marketing leadership to define and refine the Go-to-Market strategy. You will be empowered to test, iterate, and implement best-in-class outreach methodologies. • Own the Quarterly Business Review (QBR) process, including working with leaders to create and refine templates and prioritize Asks of the Business coming out of QBR meetings from both leaders and individual contributors. • Anticipate the needs of scaling organization and be proactive in delivering the tools, processes, strategy and analytics that are needed. • Provide real time support on our sales tech stack and be able to troubleshoot issues regularly. • Evaluate, refine and identify areas of opportunity across our technology stack, processes and workflows that will enhance productivity. • Develop strong relationships with the sales team to understand and implement best practices. • Partner with our Enablement team to roll out and improve training and adoption of existing tools and processes.

• Maintain CRM data integrity across the full pipeline — accurate stages, clean records, and reliable reporting the revenue team can act on • Serve as the day-to-day CRM resource for the revenue team: troubleshoot issues, support user questions, and enforce data hygiene standards • Build and maintain reports and dashboards that give the CFO and CRO clear visibility into pipeline health, territory performance, and revenue activity • Identify and resolve data discrepancies between CRM and connected systems before they surface as reporting errors • Draft and template contracts following proposal execution, ensuring accuracy against deal terms captured in CRM • Coordinate contract routing and track execution through to completion so deals don’t stall at the handoff • Deliver finalized contract details to Finance with the information needed to invoice correctly and on time • Maintain organized records of executed agreements and flag discrepancies between contract terms and what’s reflected in the CRM or ERP • Reconcile closed deals against compensation plans each period, validating commission calculations before they reach payroll • Identify and resolve discrepancies proactively — working with the CRO and Finance to correct issues before they become disputes • Maintain clear, auditable records that give leadership confidence in compensation data • Support ongoing alignment between deal structure, comp plan design, and how deals are logged in CRM • Work daily across CRM, Professional Services software, Project Management software, and the ERP as an operational user — understanding how data flows between systems and catching problems at the seams • Support process improvements that reduce manual effort, eliminate handoff errors, and increase the speed and accuracy of the revenue cycle • Collaborate with the, Finance, Delivery, and Partnerships teams to ensure operational workflows are documented and consistently followed • Serve as a reliable point of contact when revenue team workflows need attention, escalation, or cross-functional coordination

• The Revenue Manager leads CareMetx’s revenue accounting and accounts receivable function, managing a team of accounting staff and owning the end-to-end revenue cycle. • Reporting to senior Finance leadership, this role combines strategic oversight with cross-functional collaboration to ensure the integrity of revenue reporting, the efficiency of billing and collections operations, and the professional development of the team. • The Revenue Manager sets priorities, drives process improvements, and serves as the primary point of accountability for revenue-related financial controls and compliance. • Manage and develop a team of revenue accounting staff, including hiring, onboarding, performance management, goal-setting, and day-to-day coaching. • Own the month-end close for revenue, directing staff execution of journal entries, reconciliations, and revenue schedules while reviewing for accuracy, completeness, and GAAP compliance before submission. • Provide strategic oversight of the Accounts Receivable function, setting collection targets, monitoring AR aging and KPIs, and escalating issues to Sales and Account Management leadership as needed. • Serve as the senior authority on client invoicing policy and the Sage contracts module, establishing standards and controls for invoice review and approval across the team. • Lead the annual audit for all revenue and AR areas, coordinating team deliverables, managing timelines, and serving as the primary contact for external auditors. • Build and maintain strong partnerships with Sales, Account Management, Legal, and Operations, representing Finance in cross-functional discussions on contract terms, billing structures, and revenue recognition. • Identify and lead process improvement and automation initiatives across the revenue cycle, driving efficiency gains and scalability as CareMetx grows. • Maintain regular and reliable attendance and perform other duties as assigned.

Title: Business Coordinator - Revenue Cycle Operations (Hybrid) Location: TX-Galveston Job Description: REQUIRED EDUCATION & EXPERIENCE: Minimum Qualifications: - Associate’s degree or equivalent and 2 years of office related experience. Preferred Qualifications: - Experience with PeopleSoft, Kronos, and Microsoft Suite (Excel, Word, Outlook). JOB SUMMARY: To manage, coordinate, and directly support the administrative and business management, and/or staff activities within a Process/Department. (Ability to perform tasks and responsibilities on own initiative ensuring process and operational continuity of various administrative and business management activities). MAJOR DUTIES / CRITICAL TASKS: Financial Related Tasks: - Serves as Accountable Property Officer for the Process/Department maintaining property accounting records including the acquisition of new or disposal of obsolete equipment and conducts annual physical inventory of capital equipment. - Assists in the development of Process budget. - Monitors current status of the Process budget including income and expenditures. - Reconciles Process accounts comparing entries on ledgers with invoices, journal vouchers, and purchase orders to verify accuracy of posting and receipt of payment for services provided by the Process. - Identifies variances in expenditures and reports to customers as appropriate. - Coordinates the process’ accounts receivable and posting revenues. - Maintains detailed reports and records of accounting data. - Assists in the preparation of detailed financial, statistical, and annual reports. - Assists in the preparation of comparative analysis reports and statements reflecting variations in the expenditures and revenues. - Assists in conducting cost studies regarding the process’ charge structure/billing system. - Coordinates and processes employee travel arrangements and reimbursements ensuring compliance with current UTMB Travel Guidelines. - Process requisitions for routine, non-routine, and capital equipment purchases in accordance with current UTMB procurement rules and guidelines. - Coordinates and processes employee business expense reimbursements ensuring compliance with current UTMB policies and procedures. Software Related Tasks: - Types finished copies of correspondence and reports from speedwriting or shorthand notes, Dictaphone machine, or rough drafts. - Types routine, complex, and/or confidential documents utilizing a typewriter, word processor, or specialized computer software package (e.g., presentations, flow charts, etc.) - Composes correspondence and memorandums in appropriate business letter format. - Proofreads all completed assignments for grammar, format, and structure. - Creates, maintains, and manipulates databases and spreadsheets. - Initiates action plans to develop skills and knowledge to stay current with evolving office technologies & work demands. Clerical Tasks: - Develops area/process office record keeping systems. - Compiles data for necessary reports and develops reports that are user friendly. - Schedules, coordinates, and organizes appointments, meetings, and rooms. - Coordinates meeting notifications and prepares agendas. - Files process/area records, reports, correspondence, and other documents maintaining files in accordance with the current Record Retention Schedule. - Performs miscellaneous clerical tasks, such as making copies, filing, faxing information, and maintaining area bulletin boards. - Sorts, stamps, and distributes incoming mail and prepares outgoing mail. - Serves as liaison with other Processes/Departments and agencies regarding inventory control, building services, equipment and maintenance repair, purchasing, safety, and other administrative matters. Customer Service: - Interacts with customers toward effective problem resolution and assists with questions regarding policies, procedures, and operations of the process or area. - Responsible for administrative support tasks at the executive level. - Ensure smooth and seamless service in the executive office, managing day-to-day activities. - Ability to think independently and make decisions as necessary. - May interface with leadership at UT Components, city, and/or state government agencies or outside vendors. HR Related Tasks: - Coordinates personnel matters, including the coordination of the hiring, separation, and evaluation processes, with Human Resources ensuring compliance with current policies, procedures, and practices. - Processes and monitors status of personnel action forms such as promotions, transfers, and disciplinary action including record maintenance. - Key Control Officer for the Process/Department. - Provides new and existing staff with Process orientation of Performance Management Program, Personal Development Program, and the interpretation of Human Resources policies and procedures. - Coordinates and enters employee time and attendance utilizing on-line reporting system verifying the correctness and completeness of data entered. - Verifies and reconciles payroll issues and distributes employee payroll. - Assists in the development of area policies and procedures ensuring compliance with applicable rules and regulations. - Serves as departmental liaison with Human Resources in regards to employee disciplinary and grievance issues. Miscellaneous Tasks: - Initiates improvements in work process/environment. - Analyzes and standardizes procedures for improved efficiencies. - Prioritizes daily work assignments. - Contributes ideas and suggestions for improvements to the process. - Supports and assists in the cross training of team members. - Good overall knowledge of Non-Exempt Administrative Support role skills. - Adheres to internal controls and reporting structure. - Performs related duties as required. WORKING ENVIRONMENT/EQUIPMENT: - Standard office environment and equipment. SALARY RANGE: Actual salary commensurate with experience. WORK SCHEDULE: Hybrid position, Monday through Friday, 8:00 am to 5:00 pm. Equal Employment Opportunity UTMB Health strives to provide equal opportunity employment without regard to race, color, religion, age, national origin, sex, gender, sexual orientation, gender identity/expression, genetic information, disability, veteran status, or any other basis protected by institutional policy or by federal, state or local laws unless such distinction is required by law. As a Federal Contractor, UTMB Health takes affirmative action to hire and advance protected veterans and individuals with disabilities.