• Analyze data and gather business requirements to support decision-making. • Provide insights to stakeholders and ensure data accuracy. • Develop reports and implement process improvements. • Perform basic coding and scripting in Python/SQL for data extraction, transformation, and analysis.

NextGear Capital, a Cox Automotive company, is hiring a Portfolio Manager. The Portfolio Manager manages and grows a portfolio of dealer clients across the Jackson, MS territory with lines of credit ranging from $50,000 to $2.5M within an assigned geographic territory. The primary responsibilities include building and maintaining relationships with clients, optimizing the portfolio through the clients' use of the line of credit, identifying and mitigating pre-default account risk, and supporting post-default collections on defaulted accounts. The geographic territory assigned will be in the Jackson, Mississippi area. * Must live within the assigned Jackson, MS surrounding market including Hattiesburg, Hinds County and Byram. Responsibilities - Optimize each client's use of the line of credit within an assigned portfolio whose lines of credit range from $50,000 to $2,500,000 by acting as floor plan subject matter expert to their portfolio of clients. - Achieve goals and performance targets as set by the company by regularly engaging with clients in person or virtually by collaborating with internal partners to drive revenue and maximize profitability through prudent account management, controlled growth and risk mitigation. - Educate clients on desired performance behaviors, self-service options, and best practices and coach them to ensure compliance with company policies and expectations. - Collect and analyze client financial information and various internal reports and dashboards to assess and monitor dealer performance and address with the dealer as appropriate to drive growth and manage risk. - Utilize company provided historical data and tools to identify targets for opportunity of growth and determine clients that are having financial distress. - Collaborate and strategize with Risk and Recovery department with pre-default risk mitigation and post default collection efforts on defaulted accounts within a specified timeframe. Minimize loss and maximize recovery. - Physical inspection of inventory, and accuracy of audits and repossession as necessary. Inspect what is expected to ensure quality control, inventory, audit self- reconciliation, addition of inventory and buying behaviors. - Serve as a fiduciary for the company including identifying and reporting to the company any material client or internal non-compliance with company policies, attempted or actual fraud upon the company or any other circumstance that may require identification and reporting to protect the company. - Operate with the highest level of integrity and always strive to achieve the best outcome for both the clients and our company. - Detailed documentation in Salesforce all prudent conversations, activities and client interactions as required by the company KPI's. Complete all Salesforce campaigns as required by the company. - Responsible for onboarding new clients to ensure a positive and successful client experience. - Cultivate Cox Automotive cross functional business unit relationships and opportunities. Job Knowledge, Skills and Abilities: - Knowledge of the automotive industry (various sectors). - Knowledge of the finance industry (various sectors). - Proficiency of reading and analyzing financials, such as profit & loss, balance sheet, tax returns and bank statements preferred. - Strong financial acumen with working knowledge of key financial tools and terminology. - Ability to identify risk indicators through data tools. - Ability to communicate a proactive performance plan on continuous basis individually and client level. - Strong presentation, verbal and written communication skills. - Strong interpersonal skills with ability to interact with clients, collaborate with internal team members. and external partners at various levels within the organization. - Strong time management skills with ability to manage deadlines. - Strong negotiation and collection skills. - Strong analytical and problem-solving skills. - Ability to work independently and in a remote environment. - Ability to maintain a high level of safety awareness and take necessary safety precautions. - Proficient in Excel, Word, PowerPoint, Outlook, Teams and Salesforce. Education and Experience: - BA/BS with 4+ yeas related experience in finance, client facing, customer service, B2B, account management and/ or collections required. Candidate can also have a combination of a MS degree and 2+ years, or 8 years of experience in lieu of a degree. - Automotive and/or floorplan industry background preferred. - Financial knowledge and acumen preferred. Physical Demands: - Ability to visit clients at least 60% of the time with occasionally required overnight travel. - Ability to sit and stand for extended periods of time. - Valid driver's license is required for this position. USD 89,400.00 - 134,000.00 per year Compensation: Compensation includes a base salary in the range of $89,400.00 - $134,000.00. The base salary may vary within the anticipated base pay range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. Position may be eligible for additional compensation that may include an incentive program. Benefits: The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company's needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave. Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship. EOE, including disability/vets

• Monitor and interpret patient vitals, assessments, and alerts within Welby Health’s platform • Provide timely, evidence-based guidance and escalate clinically significant findings • Document patient interactions accurately and completely in accordance with internal protocols and regulatory standards • Develop, implement, and adjust individualized care plans that address both clinical and social needs • Coordinate with physicians, specialists, and community resources to close gaps in care • Serve as a liaison between patients and providers to improve engagement and adherence • Deliver patient education and coaching via telephone and secure messaging • Empower patients to manage chronic conditions and build sustainable health habits • Identify barriers to care and address them through practical, patient-centered solutions

• Proactively educate healthcare providers on navigating programs, processes, and access-related requirements to facilitate patient access to ACADIA products via in-person and virtual interactions. • Serve as the subject matter expert in preventing and addressing access and reimbursement issues through education, problem-solving, and issue resolution ensuring solutions are optimized to support the patient’s access journey and deliver excellent customer experience. • Proactively build and maintain access-related relationships with HCP accounts and their office support staff. • Demonstrate deep market knowledge and apply this to navigating the patient access process, building and maintaining access-related knowledge, and supporting coverage and reimbursement requirements. • Conduct proactive in-services with HCPs on all aspects of the access journey, including but not limited to coverage pathways, prior authorization, specialty pharmacy coordination, appeals, hub resources, and patient support services. • Escalate local payer issues to National Account Managers and PAM Leads. • Condense complex issues into simple solutions by collaborating cross-functionally to improve customer experience, educate HCPs/Office Staff on coverage status, prior authorization, and appeals. • Demonstrate deep knowledge of ACADIA customer support programs and serve as the expert in the assigned territory. • Provide proactive pre-referral educational in-services to prevent coverage barriers before referral. • Provide post-referral support to HCP offices by addressing education needs, pulling through access and coverage for patients, and coordinating with ACADIA customer support programs and specialty pharmacies to monitor referral status. • Support continuity of patient access by proactively educating HCP offices on reauthorization requirements, assisting with payer transitions, and offering program services to minimize therapy interruptions. • Facilitate patient reimbursement and affordability by guiding offices through prior authorizations, appeals, and financial support options. • Build relationships with pharmacy staff and share key insights. • Provide expertise on regional and national payer plans to team members and PAM Leads. • Support development and implementation of national-level initiatives to improve access and reimbursement strategies across brands. • Champion and manage appropriate utilization of patient support services and ensure compliance with legal/regulatory requirements.