• Provides world-class customer service and follows scripted benefit verification format in HIS benefits screen and updates accounts in workflow system with accurate documentation. • Selects accurate medical records for patient safety and schedules appropriate procedures based on physician orders. • Assigns insurance plans accurately, performs electronic eligibility confirmation and documents results, calculates patient cost share/liability and attempts to collect via phone within 48 hours of the date of service. • Utilizes appropriate systems to facilitate communication with hospital gatekeepers, utilizes health information system account and collects documentation as appropriate. • Meet performance expectations within 90 days from the date of hire.

• Assist team members with client requests and ensure they are processed accurately and completed in a timely manner • Perform analysis on current client setups and provide guidance to clients and internal partners when changes are needed • Identify new opportunities and lead innovative initiatives which simplify our processes and improve team performance • Facilitate and lead discussions with clients as well as internal business partners • Implement new client setups and any client pricing changes within our financial system • Create and maintain audit documentation, which will be reviewed by a peer, signed by Management, and provided to business partners as requested.

• Analyze segment and client performance drivers by Channel and Line of Business • Partner with the team to identify margin optimization opportunities • Build and maintain reporting dashboards and financial models to enhance visibility into key business trends • Support leadership with ad hoc analysis and business case development

The Opportunity Proton is building the industry cloud for distribution—an $8 trillion market that technology forgot. Our first product is an AI-powered CRM built specifically for distributors—it helps their sales teams know which customers to call, what to sell them, and when. We're at ~$10M ARR with 120%+ NDR. Our second product, PIM (Product Information Management), helps distributors manage their product catalogs—think millions of SKUs with specs, images, and pricing that need to stay accurate across systems. PIM is growing fast. Another product launches in March, with more on the roadmap. We're looking for a Senior Financial Analyst to be our finance lead. You'll own the function—building our operating model, running FP&A, managing reporting and compliance, and working directly with the CEO on financial decisions. You'll have one direct report (our bookkeeper) and full ownership of how finance runs at Proton. If you succeed, you'll have built the finance infrastructure that supports Proton's growth from $10M to $50M+ ARR. We are looking to hire someone in the greater Boston area who is open to a hybrid schedule (3 days in office, Havard square). The target salary range for this role is $140,000- $170,000. Final offers will be based on your skills and previous experience. What You'll Do Own FP&A (40%) Build and maintain our operating model and budget Prepare monthly budget vs. actuals reporting Track and report on SaaS metrics (ARR, NDR, CAC, LTV, magic number, etc.) Prepare board materials and investor reporting Build bespoke financial analysis for business decisions Run Financial Operations (40%) Oversee accounting: revenue recognition, month close, AP/AR Own billing, collections, and cash management Ensure compliance: corporate tax, sales tax, R&D tax credit, 409a valuations Calculate and manage variable compensation and partner commissions Lead Fiona (bookkeeper) and manage external accounting relationships Partner with the CEO (20%) Be a thought partner on financial decisions Support fundraising preparation when needed Identify opportunities for financial process improvement Who You Are About Proton Distribution is an $8 trillion industry that technology forgot. 75,000+ distributors globally. Half of their sales reps still don't use a CRM. The ones that do are stuck with generic tools built for tech companies—not businesses managing millions of SKUs and thousands of customer relationships. We're building the industry cloud for distribution—and every product is AI-native from the ground up. We're not bolting AI onto legacy software. We're rebuilding the entire stack with AI at the core.