• Support Client Managers / Client Directors in the Great Lakes region by proactively monitoring existing renewal business with a timely generation of quotes, validation of service contracts, auditing, and management of all aspects of the renewable pipeline using Salesforce.com. • Provide excellent client service and communication via available tools and resources. • Respond quickly and accurately to requests from internal business functions as well as outside clients and partners. • Coordinate & advise Client Manager, Client Director & Clients to explore various opportunities: upsell level of services support, authorized support, multi-year contracts, technology refreshes (EOL/EOS), co-term contracts in combination with various partner technologies. • Make strategic and competitive pricing recommendations utilizing various pricing tools to maximize Optiv’s profit margins. • Coordinate with client management team to identify upsell/cross sell opportunities, negotiate discounts with vendors and distributors, and strategize ways to increase value for client while maximizing margins. • Provide information on maintenance contracts and asset tracking as requested. • Prepare and submit accurate orders for purchasing. • Provide system reporting to the Client Manager/Client Director, operations, and management upon request. • Act as liaison between Client Manager/Client Director and Optiv internal business units. • Facilitate the completion of client requested documentation, including RFPs, supplier forms, and other nonstandard documents. • Collaborate with internal teams to share best practices, ideas, training, that support Optiv’s culture and core values. • Build a professional relationship with Client Managers / Client Directors so as to reflect Optiv's Core Values. • Proactively follow-up with clients/manufacturers/distributors/Client Managers/Client Directors to support the renewals sales cycle. • Participate in corporate compliance trainings, operations/systems improvements, user-acceptance testing and personal career development activities. • Develop and maintain product and industry knowledge. • Maintain account health through data integrity, credit standing etc. • Actively volunteer to complete tasks on behalf of peers that are out of the office. • Perform other duties as assigned.

Oversee organizational operations, manage budgeting and financial activities, coordinate compliance and risk management, and maintain vendor partnerships to enhance operational effectiveness and support strategic priorities.

• Supervise the daily operations of a non-exempt hospital billing staff • Oversee the development, implementation, and achievement of operational goals for clients and the company • Ensure adherence to client policies and procedures and perform all assigned job-related duties • Facilitate interviewing of potential billing candidates and provide pre-hire feedback • Ensure team member compliance with HIPAA, State and Federal laws and guidelines • Ensure team members comply with productivity standards while maintaining quality levels • Review quality audits weekly and provide coaching for improvement • Review team member performance daily and provide coaching if not meeting key metrics • Escalate employee deficiencies to leadership if coaching attempts have failed • Report and discuss team member and team progress with leadership • Perform disciplinary counseling and implement Employee Success Plans as needed • Promote teamwork, collaboration, and a positive work environment • Responsible for team member payroll accuracy and approval • Complete performance evaluations of staff • Continuous training, mentoring, and development of team members • Responsible for researching, analyzing, and reviewing claim errors and rejections for trends and improvements • Stay current with payer updates and process changes to ensure accurate claims resolution • Ensure adjustments are accurate, timely, and compliant with client policies and procedures • Identify payer-specific issues and communicate to team and leadership • Research problem accounts as needed • Lead and contribute to daily shift briefings • Escalate client issues (including IPO issues) to leadership if not resolved internally • Responsible for training all new hires on client and company workflows • Collaborate with leadership to develop policies, procedures, and job aids • Participate in client, payer, and internal meetings as requested • Complete all assigned projects in a timely manner • Possible limited travel • Perform other duties as required

• Serve as the operational leader for Sunbit's card platform, driving performance, scalability, and continuous improvement across card operations. • Own the implementation, optimization, and governance of core card processing functionality, ensuring operational processes align with business objectives and customer experience goals. • Drive continuous improvement across the card ecosystem by optimizing processes, automating workflows, reducing costs, and establishing scalable operational controls and performance standards. • Act as Sunbit's primary expert and executive point of contact for Fiserv and related card processing partners. • Lead the evaluation, design, implementation, and optimization of capabilities across the Fiserv ecosystem, ensuring platform enhancements align with business objectives and operational needs. • Influence and navigate Fiserv's organization to accelerate project delivery, resolve operational challenges, and maximize the value of existing platform capabilities. • Lead operational workstreams for major card initiatives including: New product launches, Co-brand and partner card programs, Portfolio conversions and migrations, Fraud and risk initiatives, Collections enhancements, Digital servicing capabilities, Data and reporting initiatives, Debit card and network expansion opportunities. • Own strategic relationships with card processors, networks, fulfillment providers, and other operational partners, driving performance, accountability, escalation management, and continuous improvement. • Establish and monitor vendor performance metrics, service-level agreements (SLAs), and operational KPIs. • Partner with Visa, Mastercard, and other network stakeholders on operational initiatives, compliance requirements, and program enhancements. • Lead and develop a high-performing Card Operations team responsible for day-to-day card servicing and operational support. • Own the Card Operations budget and P&L, identifying opportunities to improve efficiency while maintaining strong service levels. • Develop business cases for operational investments and strategic initiatives. • Partner with Risk, Compliance, Legal, and Audit teams to ensure operational processes meet regulatory, network, and internal control requirements.