• Lead, mentor, and coach a team of five Integration Consultants to deliver exceptional customer outcomes • Hire, train, and professionally grow top talent • Conduct performance reviews, set goals, and empower consultants to own their growth • Foster a culture of accountability, curiosity, and continuous improvement • Oversee all Integration Consultant activities and escalation management • Drive the Professional Services team to meet and exceed customer onboarding metrics • Serve as a trusted advisor and escalation point for customers seeking best practices on Omatic products and services • Manage customer escalations with urgency, empathy, and resolution focus • Identify creative technical solutions to complex data and integration challenges • Continuously experiment and improve delivery processes and documentation • Accurately track and report project hours, notes, utilization, and status within internal systems • Provide pre-sales support including scoping, scope delivery, and solution design • Assist the Omatic Sales team in positioning and selling onboarding services • Conduct internal software trainings on tools your team utilizes day-to-day • Engage in ongoing professional development to stay current on industry trends

• Serve as the primary liaison between Kaiser physicians, pathology staff, and internal Caris teams to ensure timely and accurate communication regarding cases, testing, and account-related inquiries. • Respond promptly to customer requests, inquiries, and concerns while maintaining a high level of customer service and professionalism. • Develop and maintain strong relationships with oncology and pathology stakeholders through regular virtual and in-person interactions to support account growth and testing utilization. • Coordinate and communicate case status updates, including active case tracking, delay notifications, and resolution of outstanding issues. • Review case information, signed-out reports, discrepancy reports, and other clinical documentation to identify and resolve data integrity concerns. • Monitor designated testing and biomarker reports to ensure appropriate case completion and follow-up. • Collaborate with internal teams to escalate, troubleshoot, and resolve customer concerns that impact service delivery or customer satisfaction. • Support physician onboarding activities, including processing new ordering physician requests, coordinating account setup, and facilitating access to Caris platforms and resources. • Maintain accurate physician, pathology, and account contact information across Salesforce, Microsoft Teams, and other company systems. • Request and manage customer portal access and support user account maintenance activities. • Execute onboarding workflows, first-time order processes, and introductory communication programs for new physician users. • Maintain workflow adherence from order receipt through post-report delivery and collaborate with cross-functional teams to support operational excellence. • Assist physicians and account stakeholders with questions related to Caris products, services, reports, and molecular profiling solutions in accordance with company policies and procedures. • Develop and maintain working knowledge of Caris products, technology platforms, reimbursement processes, billing practices, and molecular testing services. • Ensure timely completion of required reports, documentation, expense submissions, and administrative responsibilities. • Support customer meetings, educational programs, conferences, and trade shows as needed. • Maintain assigned company equipment and assets in accordance with company policies. • Meet or exceed established performance goals and account management objectives.

Role Description As a Care Manager you will play a crucial role in researching, assessing, and planning interventions to support clients facing social, emotional, economic, and environmental challenges. You will be instrumental in developing and expanding our care management program. In this role, you will assist long-term care insurance policyholders by facilitating access to community resources, services, and support. By utilizing assessment results, screenings, and your extensive knowledge of community-based resources, you will help policyholders achieve their care journey goals. Qualifications - Strong background in and real-world geriatric case management or coordination experience required - Experience in one or more of the following areas highly preferred: Social Services, Care Coordination, Healthcare Navigation, Public Health, Community Organizing, Volunteer Work - 1 year of relevant experience in a customer service or similar role preferred - Bachelor degree in Psychology or Social Work preferred Requirements - Supervisory Responsibilities: None - Duties/Responsibilities: - Communicate with clients and their families to build a rapport and understanding of the caregiver journey; helping to identify barriers to aging in place successfully and reducing out of pocket expenses through phone and email. - Be skilled in motivational interviewing techniques to successfully interview and engage individuals with differing levels of health needs - Document communication and intervention activity accurately and consistently - Serve as an expert in care management, the caregiver journey, care coordination, and resource management and navigation - Work with our development team to improve care management tools and systems - Serve as a mentor and SME to new and junior team members - Effectively manage caseloads and hit touchpoint goals for outreach at each engagement level - Other duties as assigned/necessary - Performance Metrics: - Needs Assessment Completion Rate: Achieve 90% completion of needs assessments. - Caseload Management Efficiency: Maintain efficient management of caseloads, ensuring timely and effective handling of each case. - OB Touchpoint Completion: Complete outbound touchpoints for each case within SLA - Documentation Review Accuracy: Ensure thorough and accurate documentation review for all cases. - Required Skills/Abilities: - Passionate about helping older adults in all settings and situations - Comfortable communicating with clients using multiple methods (phone, email, etc.) - Professional and engaging phone presence - Creative, as we have to constantly problem solve and change approaches - Comfortable with change, as we are constantly improving our products and programs - Willing to take the lead to develop and improve our care management program - Must be 18 years of age or older Benefits - This position offers the flexibility of remote work at approved locations within the United States. - Candidates must have a reliable internet connection and a designated work environment conducive to professional phone calls and sensitive data. - Enjoy the convenience and comfort of working remotely while contributing to our team's success.

• Apoiar o processo comercial na região de atuação, promovendo e comercializando soluções financeiras, incluindo financiamentos e seguros, em conjunto com a equipe de vendas. • Realizar a análise e a abertura de linhas de crédito para clientes em prospecção ou em processo de aquisição das soluções, observando políticas e diretrizes vigentes. • Conduzir negociações de soluções financeiras, identificando as necessidades dos clientes e propondo alternativas adequadas. • Administrar e acompanhar a carteira de crédito da região, monitorando indicadores e utilizando as ferramentas disponíveis junto ao concessionário. • Desenvolver e manter relacionamento com clientes da região de atuação. • Participar de reuniões com concessionários para análise de estratégias comerciais, avaliação de oportunidades por segmento e acompanhamento da carteira de clientes.