• Process new client inquiries and referrals through the intake process. • Contact prospective clients within 24–48 hours of receiving inquiries. • Complete intake processing within 7–10 days. • Coordinate with referral sources and maintain ongoing communication. • Manage referrals from sources such as Psychology Today and healthcare providers. • Submit and manage Medicaid prior authorizations. • Follow up on denied claims and resolve billing issues. • Track authorization status and ensure timely approvals. • Communicate with insurance companies regarding claim status and requirements. • Verify client insurance information and benefits. • Ensure claims are set up correctly and submitted accurately. • Review billing information for completeness and accuracy. • Work with commercial insurance platforms, including Blue Cross Blue Shield and other payers. • Serve as a virtual receptionist by answering and managing inbound calls. • Make outbound calls to prospective clients and referral sources. • Schedule appointments and send appointment reminders. • Assist with payment collection and account follow-up when necessary. • Provide exceptional customer service to clients and stakeholders. • Perform data entry and maintain accurate records. • Manage workflows and task tracking using Trello. • Update client information within SimplePractice EHR. • Assist with general administrative and operational support tasks. • Work independently while meeting established performance goals.

• Draft and send professional emails to executives, financial firms, and corporate contacts • Manage lead pipelines and follow-up activity using Pipedrive CRM • Coordinate calendars, schedule calls, and organize meetings • Review inbound responses and coordinate scheduling with internal teams • Maintain organized records of communication and administrative activity • Assist with reporting, document preparation, and day-to-day administrative support • Utilize AI tools to improve communication efficiency and workflow organization • Support daily executive and operational coordination

• This is a remote position. • You will be an integral member of the executive leadership support team, serving as the primary operational partner to the Co-Founders. • You will work closely with internal teams across HR, Finance, and other departments to ensure that the Co-Founders' time is optimized and administrative processes run seamlessly. • You will be expected to manage complex schedules proactively, coordinate travel logistics, maintain accurate expense records, complete timesheets and trip reports, and serve as a trusted gatekeeper for founder communications. • Your ability to prioritize competing demands and maintain meticulous attention to detail will be critical in enabling the Co-Founders to focus on high-impact strategic work. • Along with the leadership team, you will foster a culture of professionalism, accountability, and proactive support. • As a growing organization, some role fluidity and cross-functional collaboration should be expected.

Role Description We are looking for a proactive, highly organized, and dependable Executive Assistant to directly support the CEO in managing daily operations, communications, scheduling, and business priorities. This role is ideal for someone who thrives in a fast-paced environment, takes initiative, and can confidently manage multiple responsibilities with minimal supervision. Beyond administrative support, we’re looking for someone who can proactively share ideas, identify areas for improvement, and assist with light business development and coordination tasks. Key Responsibilities - Perform general administrative and executive support tasks as needed - Manage appointment scheduling, calendar coordination, and meeting organization - Organize and maintain emails, ensuring timely responses and proper prioritization - Conduct thorough research to support business initiatives, projects, and decision-making - Coordinate travel arrangements, accommodations, and itinerary management - Track and organize client meetings, follow-ups, and action items - Prepare reports, presentations, executive summaries, and other business documents - Assist with project coordination, task prioritization, and deadline tracking - Handle confidential and sensitive information with a high level of discretion and professionalism - Manage professional errands and ad hoc executive support tasks as needed - Coordinate closely with internal teams and external stakeholders to ensure smooth communication and execution Qualifications - Proven experience as an Executive Assistant, or similar role - Strong calendar and email management experience - Excellent communication and organizational skills - Ability to multitask and work independently in a fast-paced environment - Proactive, resourceful, and detail-oriented mindset - Comfortable communicating with clients, executives, and cross-functional teams - Proficient in Microsoft Office tools Requirements - This role requires relevant experience in a similar position - Applicants should be equipment ready (laptop, headset, etc.) to ensure a smooth start and seamless workflow Benefits - 100% Remote Work - Enjoy the flexibility of working from anywhere! - Paid Leave - Take time off to recharge, starting upon regularization. - HMO Benefits - Comprehensive healthcare coverage as soon as you're regularized. - Government-Mandated Benefits - All statutory benefits such as SSS, PhilHealth, and Pag-IBIG are fully provided. - Fun & Collaborative Culture - Be part of a dynamic team that values creativity, innovation, and teamwork. NOTE - This is a full-time employment position and NOT an Independent Contractor arrangement. - A background check is part of our hiring process and will be completed before moving to the job offer stage.