• Lead end-to-end onboarding engagements for GCPay customers, including implementation planning, configuration, and training • Analyze customer workflows related to subcontractor invoicing, lien waivers, compliance tracking, and payment processes, and recommend best practices using GCPay • Configure customer environments including billing structures, approval workflows, compliance requirements, and user permissions • Guide customers through onboarding milestones, ensuring timely and successful go-live • Deliver role-based training for project accountants, project managers, subcontractors, and executives • Support customers in transitioning from manual or legacy systems to standardized digital workflows • Act as a trusted advisor, helping customers improve efficiency, reduce risk, and increase visibility into financial processes • Partner with internal teams to ensure a seamless customer experience • Stay current on GCPay functionality, enhancements, and construction industry best practices

Role Description We are seeking a Clinician Liaison (Evening Shift) to support our clinicians and help drive an exceptional provider experience in a fast-paced telehealth environment. This role serves as a key partner to physicians and advanced practice clinicians, acting as the face of the company and helping foster a strong culture across the service line. This position provides proactive day-to-day clinician support, manages onboarding activities, and ensures clinicians have the resources and information needed to succeed and thrive in their clinical work. Schedule: This is a 100% remote evening shift position working Monday–Friday, 6:00 PM–11:00 PM CST. Flexibility may occasionally be required to support operational needs. Qualifications - High school diploma or GED required - Associate’s or Bachelor’s degree preferred; relevant professional experience may be considered in lieu of a degree - At least 2 years of healthcare experience required - Excellent computer skills and proficiency with Microsoft Office programs - Strong communication and interpersonal skills - Highly organized with exceptional attention to detail and time management skills - Ability to work independently while collaborating effectively with a team - Ability to build and maintain strong professional relationships - Flexible, responsive, and adaptable - Ability to thrive in a high-growth, fast-paced, 100% remote environment - Ability to remain in a stationary position 50% of the time - Ability to work a consistent Evening Schedule (6:00 PM–11:00 PM CST) Requirements - Act as the main point of contact for clinicians, building trusted relationships and responding promptly to clinician needs while engaging internal resources as needed - Serve as the primary point of contact and coordinator for newly onboarding clinicians by managing internal requirements across departments and client needs - Host clinician welcome calls - Ensure clinicians are set up in internal systems - Coordinate with internal credentialing, licensing, and privileging (CLP) teams - Ensure clinicians are properly trained and educated on all systems and processes required to perform their work - Maintain critical clinician information including privileging profiles, work status, contract type, Pod assignment, demographics, and expiration tracking for CLP, EMR access, DEA/CDS, and other requirements - Maintain information needed to support clinicians while on shift, including EMR access and client-specific workflows - Proactively communicate upcoming changes such as new sites, workflows, announcements, and policies - Support clinicians with technical needs including EMR access, cart technology, and internal software while ensuring issue resolution - Monitor clinician compliance related to signed orders, consult notes, and required documentation - Distribute clinician dashboards, roadmaps, and reports as required - Organize and facilitate meetings, prepare meeting materials and minutes, and track action items - Support go-lives at new sites - Manage clinician offboarding processes - Perform other duties as assigned Benefits - 100% Remote Work - Health Insurance (Medical, Dental, Vision) - Comprehensive benefits including health, dental, vision, life, and 401(k) - Paid Time Off, Sick Leave, and wellness days — because we value both performance and balance - Culture of ownership, transparency, and results where the best ideas rise - Opportunity to directly impact patient access nationwide

Role Description The Retirement Plan Specialist provides support to Wealth Advisors, plan sponsors, administrators, and participants. The Retirement Plan Specialist reports to the Retirement Plan Manager and is responsible for supporting Wealth Advisors with plan design, preparing meeting materials, and serving as a liaison to plan providers. The Retirement Plan Specialist collaborates with plan providers, including recordkeepers, third-party administrators (TPAs), and custodians, to facilitate plan needs. Essential Job Functions for this role include: - Service Plan Execution: - Prepare Fiduciary Investment Reviews (FIRs) for meetings and delivery. - Prepare Fiduciary Plan (Design) Review for meetings and delivery. - Prepare Provider Review for meetings and delivery. - Advisor Support: - Plan design and proposal preparation. - Facilitate and navigate plan changes, including plan design, fund changes, etc. - Onboarding new clients – collaborate with sales team to ensure a seamless onboarding process. - Transitioning clients – collaborate with advisors to ensure a seamless transition process. - Client Support: - Answer inquiries regarding the plan from plan administrators/sponsors and participants. - Ensure strong client satisfaction and retention from plan administrators/sponsors. - Provider Collaboration: - Communicate with recordkeepers, Third-Party Administrators (TPAs), and custodians. Qualifications - Education: Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related) - Experience: - Minimum 3 years of financial industry related experience - Experience with interacting with individuals at all income levels in a professional and confidential manner - Certifications: Notary designation a plus - Job Skills: - Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion - Excellent verbal, written, analytical, and organization skills - Technical and analytical training and ability to multi-task and manage multiple projects at once - Ability to simplify complex issues and communicate them to advisors and clients clearly and concisely - Results-oriented individual with proven ability to thrive in a fast-paced environment - High attention to detail and the ability to see things through from concept to implementation - Proficiency with RPAG, Salesforce and MS Office Suite - Flexible, Reliable, Trustworthy, and Confidential with all matters Requirements - This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. - At times, the role may have early or late hours to meet business tasks and deadlines for external and internal clients across multiple time zones. - All roles classified as non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Benefits - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance - Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care. - 14 Company Paid Holidays including a full week off at Thanksgiving. - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. - Adoption Assistance Reimbursement Program - Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. - 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option - Pet Insurance - Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

• Implement effective onboarding processes for new customers, ensuring a seamless transition and a solid foundation for their success. • Conduct initial training sessions and demonstrations tailored to customer needs, promoting a deep understanding of our product features and capabilities. • Develop customized onboarding materials and resources in both French and English. • Maintain clear, consistent, and proactive communication with new customers throughout the onboarding process. • Collaborate with the sales and customer success teams to identify opportunities for customer satisfaction improvement and to streamline the onboarding process. • Monitor and report on the effectiveness of onboarding initiatives, using customer feedback and onboarding metrics to drive continuous improvement. • Serve as the primary point of contact for new French-speaking customers during the onboarding phase, addressing any issues and ensuring they are resolved promptly.