• Own multiple client relationships as the primary Fat Earth point of contact • Develop sophisticated lifecycle marketing strategies • Lead communications planning across email, SMS, push, and in-app messaging • Define and evolve sending strategy, list health practices, segmentation logic, and automation infrastructure • Build, manage, and optimize subscription and loyalty program touchpoints • Conduct A/B tests, analyze results, and implement learnings • Partner with the Director of Lifecycle and other teams to deliver high-quality work • Stay current on industry trends and bring relevant thinking back to clients

• Build and nurture client relationships, ensuring customer satisfaction and long-term retention • Act as a trusted advisor, understanding client needs and aligning them with our solutions • Identify upsell and cross-sell opportunities to drive revenue growth and increase account value • Manage renewals and contract negotiations, ensuring a seamless client experience • Address client inquiries, resolve issues, and proactively offer solutions to improve engagement • Stay updated on industry trends and competitor offerings to provide strategic recommendations to clients • Ability to prioritize tasks and manage multiple accounts effectively

Role Description This position primarily resolves insurance denials, documents transactions on insurance accounts, interacts with insurance companies and agencies in resolution of unpaid balances, refunds, and other Professional billing issues. - Process transactions on insurance accounts; ensure account is set up correctly, problem resolution, appeals and audit transaction activity. - Communicate professionally with OHSU staff and third-party customers including departments and insurance companies to ensure timely and accurate processing of account transactions. - Review a variety of general and specialty Oral Surgery & Urology claims including third party claims (i.e. MVA settlements, workers compensation claims). - Performing and documenting quality assurance reviews on transactions in department. - Prioritize assigned accounts to maximize aged AR resolution. - Trending provider activity and the denials that may arise. - Researching and forwarding documentation for Revenue Cycle Business Analyst to present to department, including updating files with current regulations, policies, and procedures. - Promote and implement LEAN processes. - Other duties as assigned. Qualifications - Two years of recent (within the last 5 years) experience billing or collecting healthcare accounts in a business office; OR - Four years of general collection, billing or customer service experience; OR - Equivalent combination of education and experience. - Certified Revenue Cycle Specialist (CRCS) is required within 18 months of hire. - Must be able to work with a diverse team and customer base. - Accurate data entry skills, ability to work with deadlines while remaining calm, flexible, and organized. - Excellent communication, both written and verbal and listening skills. - Able to use reason and logic to independently solve problems and to multi-task as needed. - Proficiency with standard office equipment and software such as Microsoft Office, knowledge of Healthcare Information Systems. Requirements - High school diploma or equivalent. Benefits - Healthcare for full-time employees covered 100% and 88% for dependents. - $50K of term life insurance provided at no cost to the employee. - Two separate above market pension plans to choose from. - Vacation - up to 200 hours per year dependent on length of service. - Sick Leave - up to 96 hours per year. - 9 paid holidays per year. - Substantial Tri-Met and C-Tran discounts. - Employee Assistance Program. - Childcare service discounts. - Tuition reimbursement. - Employee discounts to local and national businesses.

• Deliver PK trainings to Home Depot store associates and department supervisors on a regular cadence to build product fluency, confidence, and lead-generation behaviors. • Develop and refresh training content (in-store demos, talk tracks, leave-behinds, and digital materials) to reflect new products, promotions, and seasonal priorities. • Measure training effectiveness by tracking lead volume, quality, and conversion before and after each session, and adjust curriculum based on results. • Manage day-to-day performance of all stores in the assigned territory, with clear weekly and monthly lead generation targets per store. • Lead Field Lead Generation activities in store, including event execution, in-aisle engagement programs, promotional displays, and associate-driven referrals. • Coach lead takers on prospecting techniques, qualifying questions, and handoff quality to drive higher set rates and sit rates downstream. • Identify underperforming stores and design targeted intervention plans that include training, staffing, merchandising, and event support. • Advocate for the program during Home Depot store visits, district meetings, and regional reviews, establishing our brand as a leading service provider. Develop and sustain trusted relationships within Home Depot Stores. • Create and own a strategic plan for the Home Depot program that defines revenue targets, growth initiatives, investment priorities, and resource needs. • Drive revenue growth from Field Lead Generation activities by prioritizing the highest-ROI stores, events, and product categories. • Partner cross-functionally with Sales, Marketing, Operations, and Installation teams to ensure leads convert efficiently and customer experience remains best in class. • Forecast and budget field activity spend, event costs, and staffing against expected lead and revenue returns. • Review lead taker data weekly to identify trends in productivity, lead quality, store mix, and event ROI. • Prepare and present business reviews (weekly, monthly, and quarterly) with clear key findings, root-cause analysis, and prioritized action items for both internal leadership and Home Depot counterparts. • Translate data into action by turning insights into specific coaching plans, training topics, event adjustments, and staffing decisions. • Maintain accurate reporting in CRM and lead management systems to ensure pipeline visibility and forecasting integrity. • Other duties as assigned