Role Description The Janus Support Specialist delivers high-quality support for both customers and internal teams. This role is ideal for someone who is investigative, detail-oriented, and comfortable working across technical systems, workflows, and data. As a Support Specialist, you will own issues from intake through resolution—partnering closely with Product, Engineering, and Customer teams to diagnose problems, validate findings, and drive accurate outcomes. You will balance strong customer communication with hands-on troubleshooting, including reviewing data, reproducing issues, and identifying root causes. Location: Remote (preference for Mountain or Pacific Time Zone) Key Responsibilities - Investigate and troubleshoot issues across workflows, system behavior, integrations, and underlying data - Own support tickets end-to-end, including triage, prioritization, investigation, and resolution - Communicate clearly and professionally with customers and internal stakeholders, providing timely updates and context - Gather details, reproduce issues when possible, and document findings to support root cause analysis - Use SQL, reporting tools, or system data to validate behavior and support investigations - Partner with Product, Engineering, Implementation, and Customer teams to escalate issues and drive resolution - Support internal teams by investigating product questions, unexpected behaviors, and operational issues - Maintain high-quality ticket management, including documentation, follow-through, and SLA adherence - Identify patterns or recurring issues and recommend process, documentation, or product improvements - Contribute to internal documentation and knowledge base content Qualifications - 2+ years of experience in customer support, technical support, or operational support roles - Experience in healthcare revenue cycle management (e.g., claims, eligibility, prior authorizations, billing workflows) preferred - Strong investigative and problem-solving skills, with the ability to connect issues across systems, workflows, and data - Experience working in a ticketing system such as Zendesk, Jira, Salesforce, or similar - Exposure to SQL or the ability to use basic queries for troubleshooting and validation - Strong written and verbal communication skills, including explaining technical findings to non-technical audiences - Highly organized with strong attention to detail and ability to manage multiple priorities - Comfortable working cross-functionally in a fast-paced environment

• Learn to translate SOW contract terms into subscription models within Ordway. • Ensure the seamless sync between Ordway and QuickBooks Online (QBO), keeping our general ledger pristine. • Assist the Head of Finance and Controller with ad-hoc data requests, financial reporting, and audit preparation. • Proactively manage and audit data cleanliness across all financial systems to ensure reporting is 100% reliable. • Use tools like Coupler and SaasAnt to manipulate and import data with laser-sharp attention to detail. • Actively look for ways to streamline our tech stack (Ramp, Cube, Claude AI) and propose more efficient workflows.

Role Description In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well. We are looking to add a Billing Associate to our team in any of our offices or working remotely. The Billing Associate is an essential part of the Waverly Advisors team. A successful candidate will be task-oriented and have excellent attention to detail and strong organizational skills. Resiliency, flexibility, and promptness are necessary in all tasks and responsibilities. - Calculate bills, generate revenue reports, and collect fees. - Maintain billing settings for client households and accounts, including account transfers to multiple custodians and in the portfolio management system (Orion). - Produce ad hoc reports and data queries within the portfolio management system. - Working in CRM software (SalesForce) to manage/prioritize tasks. - Enter adjustments into the portfolio management system. - Work with the Compliance department to ensure compliance with contracts and applicable rules/regulations. Assist with compliance and regulatory audits or exams when necessary. - Educate or train others regarding the quarterly billing and reporting process and the portfolio accounting software to ensure all have a strong knowledge of billing as it relates to their individual role. - Set up new accounts for billing and cancel closed accounts in billing software. - Initiate and process batches of new client fees. - Work cross-functionally across the organization to resolve billing-related questions. Qualifications - Billing experience within an RIA strongly preferred. - Portfolio management experience strongly preferred (Orion, Black Diamond, Tamarac). - Familiarity with portfolio accounting systems strongly preferred. - Experience with financial custodians preferred (Schwab, Pershing, and Fidelity). - Proficiency in Excel. Requirements - Proactive, team player who is motivated by serving clients and colleagues. - Highly organized, detail-oriented self-starter and critical thinker with high sense of urgency to complete tasks. - Positive attitude with a willingness to learn. Travel Minimal travel is required. Physical Requirements - Prolonged periods of sitting at a desk and working on a computer. - Must be able to lift 15 pounds at times. - Must be able to access and navigate each department at the organization’s facilities. Benefits - Comprehensive Health, Dental, and Vision coverage to support your overall well-being. - 401(k) retirement plan with match and profit sharing to help you invest in your future. - Twelve paid holidays each year. - An extra vacation day during your birthday week—so you can celebrate you! - Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs. - Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service. - Compensation commensurate with experience. Legal Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.

Role Description The ITS Team Lead is responsible for the overall coordination and leadership of department initiatives and projects, including the efforts of other project team personnel. This role provides procedural guidance and assumes responsibility for achieving desired results in conjunction with the ITS Manager and Leadership. Key responsibilities include: - Guiding a team of analysts and/or programmers in the planning and development (and/or support) of automated and manual systems. - Evaluating requests for systems development and enhancement and their respective resource requirements. - Developing project milestones and deliverables in conjunction with team members and management. - Conducting needs analysis studies, including evaluation of the current environment. - Participating with users and team members to define and document current and future business needs. - Assisting management in assessing feasibility and cost benefits studies. - Documenting specific design specifications and participating in the design of production and conversion plans. - Developing test data and/or designs of test protocols. - Developing implementation plans and supporting the implementation process. - Assisting in the development of user and ITS procedure manuals. - Monitoring progress against plans and providing management reports as required. - Assisting technical team and management in the development of plans for maintenance and development of assigned systems. - Analyzing and evaluating outside software and assisting in preparation of recommendations for acquisition. - Participating in determining the nature and scope of project activities and processes to be developed or modified. - Arranging test data and coordinating test processing for newly developed systems. - Establishing and evaluating program efficiency by analyzing performance and determining the accuracy of results. - Participating in the development of formal cost estimates, time, and personnel to develop and/or modify systems. - Participating in the development of formal statements of expected performance of new or modified systems. - Performing job-related duties in conformance with ITS standards. - Supporting the "I Am Yale-New Haven" service excellence program. - Performing other job-related duties as required. Qualifications - Bachelor's degree in Computer Science or related required. - With a Bachelor's degree, 3 to 5 years of experience in a variety of programming and analytical activities; at least four (4) years of analytical experience in an online, real-time, and database environment. - In lieu of a Bachelor's degree in an IT-related field: 8 years of progressive, related work experience, at least 4 of which are related to analytical experience. - Experience in a healthcare environment preferred. Requirements - Ability to work independently and meet deadlines with minimal supervision. - Ability to deal with simultaneous tasks, communicate effectively, problem solve, and develop creative solutions to complex problems. - Demonstrated ability to work well under tight time constraints and manage time effectively. - Strong organizational, problem-solving, and listening skills. - Attention to detail, innovative thinking, and ability to inspire others. - High level of customer service skills and ability to participate as a strong collaborative team player. - Capability of taking a leadership role in managing end-user relationships. - Customer Focus: Independently leads efforts and maintains ongoing engagement with customers. - Problem Solving: Facilitates basic problem-solving discussions and encourages members to see problems as improvement opportunities. - Innovation: Creates an environment that encourages a questioning attitude and adapts agile principles. - Adaptability: Accountable for executing the strategic plan and participating in initiative development. Benefits - Must be willing to travel to all YNHHS delivery networks and practice locations for support needs. - 24x7 on-call rotation support.