Role Description We are looking for an experienced CRM & Automation Consultant with strong hands-on expertise in Pipedrive and Zapier to join a client-facing consulting team. This role is ideal for someone who enjoys solving operational challenges, designing scalable CRM systems, and building automations that improve how businesses manage leads, sales pipelines, and reporting. Key Responsibilities - Scope, structure, and configure Pipedrive CRM environments for clients - Build advanced workflows and integrations using Zapier and related automation tools - Consult clients on lead management, pipeline optimisation, activity tracking, and reporting best practices - Create process documentation, blueprint reports, SOPs, and workflow maps - Deliver onboarding sessions, workshops, and ongoing CRM training - Troubleshoot automation and integration issues proactively - Recommend operational improvements and scalable system enhancements - Maintain strong client relationships through proactive communication and project ownership - Collaborate with internal stakeholders to ensure smooth project delivery - Use generative AI tools to improve workflows, documentation, and client solutions Qualifications - 3+ years of experience in a technical consulting, RevOps, CRM, or operational role - Strong hands-on experience with Pipedrive CRM, including: - Workflow automation - CRM configuration - Marketplace applications - Pipeline and reporting setup - Advanced Zapier experience with the ability to build reliable multi-step automations - Experience working with B2B SMEs in operations, sales consulting, or revenue operations environments - Excellent verbal and written English communication skills - Strong process thinking and attention to detail - Comfortable facilitating training sessions for technical and non-technical audiences - Self-directed, accountable, and highly organised - Proactive use of AI tools such as ChatGPT, Zapier AI, or AI agents in daily workflows - Ability to work UK business hours - Professional indemnity insurance Nice to Have - Experience with HubSpot, ActiveCampaign, or other CRMs - Familiarity with SmartSuite, Airtable, ClickUp, Google Workspace, or Make - Experience using lead generation and prospecting tools such as Apollo, Clay, or Dripify - Understanding of APIs, webhooks, JavaScript, or Python - Experience building AI-driven workflows or AI agents - Business analysis, process mapping, or project management experience - Experience mentoring or coordinating collaborative project delivery Benefits - 💻 Fully Remote: Work from anywhere - 🚀 Career Growth: Join companies in SaaS, MarTech, and B2B services - 🤝 Peer Community: Connect with high-performing sales professionals in our network - 🧭 Ongoing Support: Receive guidance from Huzzle before and after placement - 💰 Tailored Compensation: Salaries vary by client and candidate preference — we’ll match you with options that fit your goals

• Serve as the primary point of contact for all new hires from offer acceptance through role integration • Schedule, coordinate, and facilitate new hire orientation sessions • Deliver onboarding content across BMO standards, company culture, tools, and processes • Coordinate with HR, IT, and functional leaders to ensure new hire equipment, access, and pre-start logistics are completed on time • Manage onboarding checklists, timelines, and follow-through tasks for each new hire cohort • Assist the Onboarding & Training Specialist in updating and maintaining onboarding materials • Track and document onboarding milestone completion, participation records, and new hire progress • Provide general administrative support to the BMO team as needed

Role Description We are seeking an experienced Medical AR Specialist. The AR Specialist reports to the Manager, RCM Services and is responsible for managing the timely collection of outstanding patient and insurance balances, ensuring accurate claim submission, payment posting, and resolution of denials. This role supports the revenue cycle team by reducing days in accounts receivable and maximizing reimbursement while maintaining compliance with payer regulations and organizational standards. - Review and analyze aging reports to prioritize collection activities. - Follow up on unpaid or underpaid claims with payers and patients. - Research, resolve, and appeal denied or delayed claims in accordance with payer guidelines. - Post payments and adjustments accurately to patient accounts. - Communicate with patients regarding outstanding balances, payment plans, and billing inquiries. - Coordinate with internal teams (billing, coding, clinical staff) to resolve claim issues. - Ensure compliance with HIPAA and all applicable federal, state, and payer regulations. - Maintain accurate documentation of collection efforts and account status. - Prepare reports on AR performance and collection trends for management review. Qualifications - High school diploma or equivalent required; associate or bachelor’s degree in healthcare administration, business, or related field preferred. - 2+ years of experience in healthcare accounts receivable, billing, or collections. - Knowledge of medical billing, insurance claim processes, CPT/ICD-10 coding basics, and payer rules. - Proficiency in practice management systems and Microsoft Office Suite. - Strong problem-solving, analytical, and organizational skills. - Excellent communication skills with the ability to interact professionally with patients, payers, and colleagues. - Detail-oriented and accurate in handling financial data. - Ability to work independently while managing multiple priorities. - Customer-service mindset with a focus on resolution and patient satisfaction. - Strong teamwork and collaboration skills. Requirements - Remote, US - The EverCommerce team is distributed globally, with teams in the U.S., Canada, the U.K., Jordan, New Zealand, and Australia. - This role can be based anywhere in the United States. - You must be eligible to work without sponsorship to qualify for this position. - This role may require travel to our Corporate Headquarters in Denver, Colorado, or to other office locations around North America. Benefits - Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid. - Continued investment in your professional development. - Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend. - 401k with up to a 4% match and immediate vesting. - Flexible and generous (FTO) time-off. - Employee Stock Purchase Program. Compensation The target base compensation for this position is $16 to $22 USD per hour in most US locations. Final offer amounts are determined by multiple factors including location, local market variances, and candidate experience and expertise, and may vary from the amounts listed above. EverCommerce is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, marital status, veteran status, or disability status. We look forward to reviewing your credentials and getting to know more about your experience!

Role Description The International Specialist manages daily operations in the international department, ensuring the accuracy, reliability, and security of criminal record searches, employment and education verifications, and other services. They process client requests with a strong commitment to trust and data integrity, providing precise updates while safeguarding sensitive information. The role involves manual entry of requests, tracking delayed orders, and adhering to custom client requirements. Attention to detail and proactive communication with the team are essential to prevent delays and uphold data accuracy. Additionally, the specialist will develop a deep understanding of international products and services, reinforcing quality and trust throughout the process. Duties and Responsibilities - Adherent to established Standard Operating Policies and Procedures to ensure the expectations of our clients are being met. - Perform the necessary research to ensure customer orders are processed thoroughly and efficiently. - Maintain client confidence and protect operations by keeping proprietary information confidential. - Utilize all available tools to effectively perform job responsibilities. - Communicate timely updates and results as outlined by InformData and client expectations. - Utilize knowledge of products, services, and workflow to ensure orders are processed per policy and procedure. - Maintain communication with the vendors to establish lasting relationships. - Ensure that all searches are being updated with the required details within the required time frame. Qualifications - Detail-oriented, with good written and oral communication skills. - Must have strong organizational skills and time management skills. - Must be flexible and able to multitask. - Proficient in Microsoft Office Suite (Excel - Intermediate or higher proficiency). - Proven ability to identify, assess and solve problems and communicate results. - Experience with process workflow design and creating standard operating procedures. - Basic knowledge of data structures. Working Conditions - This position requires the incumbent to work indoors at a desk for extended periods of time. - The person must be able to comprehend and follow work instructions in a fast-paced, team environment. - This position requires the ability to interact with all levels within the organization and respond professionally to all individuals. - This position may be requested to work overtime on occasion to meet company objectives. Equal Opportunity Employer InformData is an equal opportunity employer and provides equal employment opportunities to all employees and applicants for employment and 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.