• Supervises billing leadership and staff, including hiring, training new team members, performance evaluation, workload allocation, and professional development. • Serves as the department’s subject matter expert on coding and billing processes. • Serves as the subject matter expert for each project’s clearinghouse and advises best practices within the client’s clearinghouse. • Responsible for reviewing improvements with clients pertaining to billing and DNFB recommendations. • Responsible for reviewing, advising, and building clearinghouse edits and bridge routines to ensure industry standard clean claim rates. • Ensure compliance with HIPAA, State, and Federal laws and guidelines among team members. • Implement audit and productivity standards to uphold compliance across the billing teams. • Ensure leadership teams are informed proactively pertaining to client billing issues and opportunities; attend client meetings as needed for explanations. • Strive to meet or exceed all KPIs and goals. • Coach and mentor supervisors when employees do not meet expectations. • Design, implement, and maintain billing best practice workflows and policies. • Foster teamwork and a positive working environment. • Support supervisors with team member payroll accuracy and approvals as needed. • Participate in client or internal meetings as requested. • Complete all assigned projects promptly. • Perform other related duties as needed.

• Build and Own the Product Knowledge Base: Design the retrieval architecture, automate and curate content. • Elevate Documentation Operations: Own release notes, help content, and maintain high-quality documentation. • Treat Docs as Code: Implement versioning and automation in documentation processes. • Serve Product Marketing and GTM: Run discovery sessions and maintain integration surfaces with existing connectors.

• Complete daily brokerage operations exception reports including unreconciled activity, margin, corporate actions, etc. • Conduct quality control reviews and regulatory document delivery reconciliation • Perform cashiering duties including verification of incoming wires, checks, ACHs and process withdrawal requests • Provide ongoing account maintenance and review of new and existing account activity for risk mitigation related to AML • Collaborate cross-functionally with other teams at the company, specifically creating strong relationships with engineers • Certain in office tasks as the business requires

• Manage multiple-fluid projects simultaneously and direct the day-to-day workflow of creative, account, and production teams, keeping track of granular details and ensuring projects move efficiently through all production phases. • Develop comprehensive project timelines, milestones, and daily to-do lists, constantly tracking progress to prevent missed deadlines. Proactively problem-solve to navigate schedule shifts, scope changes, and unexpected roadblocks. • Monitor the bandwidth and availability of designers, copywriters, and developers to avoid team burnout or overbooking. Contribute to annual planning, representing the team’s capacity and constraints. Efficiently source creative freelancers for work overflow. • Lead regular status meetings (e.g. daily stand-ups or weekly check-ins) to align teams and share project updates. • Serve as the central communication hub between account managers, project managers, and creative staff to clarify requirements and solve bottlenecks. Demonstrates strong diplomacy to manage competing demands from different department leads. • Maintain and ensure adherence by all to all core standard operating procedures. • Support and maintain processes and systems that lead to client and agency success. • Stay current and relevant on project, traffic, and resource management best practices. • Develop KPIs and prepare reports to measure progress and performance.