• Support client intake, communication, and administrative workflows for a personal injury law firm • Serve as the first point of contact for potential clients • Help guide potential clients through the intake process with professionalism, empathy, and clear communication in both English and Spanish • Handle sensitive information and manage client communication

• Own operational execution across GTM • Manage scheduling, coordination, inboxes, travel, and follow ups for the Head of GTM • Track priorities across sales, marketing, recruiting, partnerships, and leadership initiatives • Ensure tasks, projects, and conversations never fall through the cracks • Build systems that improve visibility, accountability, and execution speed • Increase leverage across the revenue org • Prepare concise briefs, summaries, notes, and action items from meetings • Coordinate hiring pipelines, interviews, and candidate communication • Assist with outbound campaigns, events, partnerships, and internal GTM projects • Help organize content calendars, launches, and cross functional initiatives • Move fast and prioritize correctly • Handle urgent requests quickly with strong judgment and minimal oversight • Know when speed matters more than perfection and vice versa • Return decision ready outputs instead of raw information • Reduce noise and operational overhead wherever possible • Act with agency • Anticipate needs before they become problems • Push projects forward through ambiguity and blockers • Research solutions independently and follow through relentlessly • Operate like an owner, not a task taker • Use AI intentionally • Use AI tools to accelerate research, writing, organization, and execution • Maintain thoughtful, human communication in all outputs • Improve workflows through automation and systems thinking

• 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