• Expedite and maximize payment of insurance medical claims by contacting third-party payors and patients including resubmission of claims, corrected claims, appeals, etc. • Complete post service denial tasks in accordance with established productivity and performance standards. • Collaborate with management in developing a plan to reduce aging of accounts with efficiency and maximum results. • Effectively communicate and collaborate with management to determine escalation of denied claims. • Identify claims processing issues upstream for denial prevention. • Demonstrate the expertise of all payors, including Medicare, Medicaid, and commercial payors. • Assist with knowledge sharing, payor, and department training, and provide support to other team members as advised by the manager and/or supervisor. • Identify, analyze, and escalate trends impacting AR collections. • Execute special projects to improve AR performance, as assigned.

• Partner with internal and external stakeholders to optimize the loan delivery process and identify opportunities for automation to increase efficiency and accuracy • Ensure all loans are delivered timely and accurately to our investors • Order and review applicable services and verifications as determined • Develop and implement automated solutions to reduce errors and streamline processes • Continuously evaluate loan delivery effectiveness and suggest process improvements • Serve as the main point of contact for Deephaven clients (internal and external) to support pipeline and loan delivery needs • Additional Responsibilities: Clear past-due reports to help maintain SLA requirements • Assist brokers and Account Managers with appraisal ordering, including payment link distribution • Distribute daily reports (suspended loans, rate locks, ICD report) • Provide coverage when teammates are out of office (RTO) • Order transcripts, SSA 89 forms, and VOEs • Follow up on post-closing requests • Request CDAs and AVMs • Complete AM checklists and order ICDs • Update HOIs, file contacts, and conduct fraud checks

• Cultivate strong, trust-based relationships with key third-party billing firms in the behavioral health sector. • Expand the use of Kipu RCM as the embedded technology solution offered by billing partners to their provider clients. • Educate partners on the value of Kipu’s RCM platform, provide enablement tools, and ensure they are positioned to advocate for and successfully implement our solutions. • Maintain an accurate view of partner pipeline opportunities and drive toward measurable growth targets. • Partner closely with Sales, Customer Success, Product, and Implementation teams to deliver a seamless client and partner experience. • Gather and share insights on industry trends, partner feedback, and competitive positioning to inform product strategy and go-to-market planning. • Help shape and grow our Preferred Biller Program, ensuring a high-quality ecosystem of billing partners aligned with Kipu standards and client success goals.

• Manage and strategically develop key accounts within the assigned sales territory • Build and maintain strong, long-term relationships with both existing and new customers at decision-maker and C-level • Identify and pursue cross-selling and upselling opportunities to maximize account value • Develop and execute account strategies to drive sustainable revenue growth and market penetration • Support customer acquisition and the expansion of market presence through targeted strategies • Deliver sales presentations, manage pipelines, and effectively utilize CRM systems • Oversee the full sales cycle from needs analysis to contract closure • Contribute to revenue forecasting and ensure consistent growth of customer pipelines