• Support therapists and health experts across the entire partner lifecycle and build long-term, trust-based relationships • Coordinate onboarding of new partners and handle inquiries professionally via email, phone and ticketing system • Own the end-to-end processing of partner orders in close collaboration with Logistics and E‑Commerce • Optimize recurring processes such as order workflows and onboarding journeys to shorten lead times and reduce error rates • Maintain partner and interaction data accurately in the CRM and track relevant KPIs such as activation rate and partner satisfaction • Coordinate interfaces between field sales, Marketing, Logistics and E‑Commerce for consistent and timely solutions • Create and update partner materials together with the Marketing team (e.g., info sets, product updates) • Support the strategic expansion of the expert network through structured communication and be occasionally willing to travel for partner meetings or events

• Serve as a product expert and advocate for mental health, supporting one of Spring Health’s largest and most impactful partners. • Ensure utilization metrics are achieved by partnering with your customer to promote Spring Health across their employees. • Own forecasting projections for revenue, renewals, and upsell opportunities across your portfolio, ensuring the delivery of accurate forecasts. • Identify and position upsell opportunities proactively, driving revenue growth by aligning solutions with customer goals. • Develop and manage positive relationships with your customer, consultants, and key stakeholders to build trust and ensure satisfaction. • Manage the entire customer lifecycle, including implementations, engagement strategies, renewals, and upsells by: • Developing timely, actionable account plans • Managing census files efficiently • Designing and executing member engagement communications • Preparing and presenting business reviews to senior HR executives • Delivering insightful, data-driven recommendations aligned with customer success metrics • Developing renewals strategy and delivering proposals/contracts • Managing the end-to-end deal cycle (procurement process) • Collaborate cross-functionally to collect customer feedback and recommend process improvements across internal teams. • Support sales efforts by partnering on retention, upsell initiatives, and expansion opportunities as well as supporting net new business acquisition through efforts like attending finalist meetings. • Leverage data to drive results, using member engagement metrics and portfolio insights to adjust strategies.

• Support inbound call overflow and respond promptly to customer inquiries via phone, email, and chat. • Resolve customer complaints and issues efficiently, providing appropriate solutions and alternatives. • Maintain a thorough understanding of our services to assist customers effectively. • Keep accurate records of customer interactions, including details of inquiries, complaints, and actions taken. • Guide potential subscribers through the enrollment process, ensuring they understand and complete all necessary steps. • Verify and process enrollment forms, ensuring accuracy and completeness. • Assist customers with platform account setup and activation, troubleshooting any issues that arise. • Provide information on subscription plans, billing, and benefits to potential subscribers. • Document all activities in our customer system tools (SFDC, Zendesk) and in the Solstice platform. • Fully understand the solar industry, community solar market, the Solstice customer profile and value proposition.

Position Overview The Treatment Coordinator plays a key role in the patient care journey by ensuring timely coordination and communication for treatment acceptance and post-appointment follow-up. This role serves as the liaison between patients, Power of Attorneys (POAs), facilities, and clinical teams to ensure treatment plans are understood, accepted, and scheduled appropriately. The ideal candidate is organized, proactive, and compassionate—comfortable managing multiple systems, follow-ups, and communications simultaneously. Key Responsibilities Treatment & Post-Appointment Care Coordination ●       Follow up on treatment plans to ensure timely acceptance or next steps. ●       Handle and return calls and emails regarding presented treatment plans, including questions or clarifications from patients, POAs, or facilities. ●       Re-send treatment plans through CareStack as needed for patient review and acceptance. ●       Schedule accepted treatments based on provider availability, zones, and event schedules. ●       Coordinate and send medical clearance requests to appropriate providers or POAs; track receipt and follow up to ensure timely completion. ●       Maintain accurate documentation of all communications and updates in CareStack and Healier. ●       Escalate complex cases or concerns to the appropriate team when necessary. ●       Collaborate cross-departmentally to ensure seamless communication and efficient patient flow.