• Manage end-to-end physician credentialing with hospitals and insurance companies • Collect, organize, and submit credentialing applications and supporting documentation • Track application status and follow up as needed • Manage calendars for multiple physicians • Provide general administrative support and handle ad hoc tasks • Perform accurate data entry and maintain organized records • Maintain and organize shared files (OneDrive or similar platforms) • Retrieve and forward medical records, including procedure notes, consult notes, visit notes, and imaging (X-rays) • Submit documentation to hospitals, insurance companies, and other medical offices • Work within EMR systems to access and document patient information as needed • Ensure proper handling of confidential medical information (HIPAA awareness preferred)

• Manage the Sales Executive’s calendar, ensuring seamless coordination of meetings and appointments. • Oversee mailbox activity and handle confidential correspondence with professionalism and discretion. • Prioritise and organise email inboxes, drafting responses and actioning communications when appropriate. • Handle CRM (HubSpot) data entry, pipeline maintenance, and ongoing management to support sales and client activities. • Assist with contract management, sales reporting, and general administrative tasks. • Implement and maintain organised digital filing systems across business and personal documentation. • Support the preparation of documents, quotes, presentations, and contracts as needed. • Provide ad-hoc support for client requests and communication. • Monitor outstanding tasks, commitments, and project progress, following up proactively to ensure timely completion. • Support coordination of sales initiatives, internal deadlines, and client deliverables. • Identify process gaps and opportunities to improve workflow efficiency. • Recommend and implement enhancements to administrative systems, communication flows, and operational processes.

• Manage complex calendars, scheduling, inbox priorities, and travel logistics • Track priorities across multiple workstreams and ensure follow-through • Prepare summaries, documents, and internal updates for leadership • Act as a central coordination point across internal teams and contractors • Identify manual processes that can be streamlined using AI tools • Implement and maintain automations using tools such as Make, Zapier, and AI copilots • Support AI-driven customer service workflows and operational systems • Document processes and build repeatable operational playbooks • Continuously evaluate and recommend practical AI applications • Translate high-level direction into structured next steps with minimal guidance • Improve clarity and organization across tools such as Notion, Google Workspace, Slack, and task managers • Create systems that reduce bottlenecks and unnecessary founder involvement • Operate with strong judgment in fast-changing situations • Lead knowledge transfer from the current contractor • Consolidate documentation, workflows, and institutional context • Identify operational gaps during transition and implement improvements

• Manage calendars, schedule appointments, and coordinate meetings • Organize travel arrangements, accommodations, and itineraries • Prepare reports, presentations, and executive level correspondence • Screen and prioritize emails, messages, and requests • Maintain organized digital filing systems and documentation • Coordinate with internal teams and external stakeholders on behalf of the executive • Track deadlines, reminders, and follow up actions to ensure nothing is missed • Assist with project coordination and administrative tasks as needed • Protect confidential information and manage communication with professionalism