• Collaborate with Account Managers to evaluate customer needs, design and present the best solution to the customer • Own proposal generation from start to finish, leveraging information provided by Account Managers to scope projects and supply a formal proposal for customer review • Reviewing customer-supplied scopes and/or formal Requests for Proposal (RFPs) • Creating project counts/takeoffs to build material BOM and labor scopes • Work with third-party vendors and subcontractor partners to solicit price, lead time, and project timeline estimates for the proposal • Work with third-party PE partners for preliminary engineering designs to support customer needs for specific locations and scopes • Facilitate Proposal-to-Project handoff meetings with Project Managers, reviewing proposal scope, customer deliverables, budget, and risks • Collaborate with internal drafting and design team to create (and update, as needed) design drawings to support proposals • Support project management team with Sales Order Form generation and submission to Project Coordinator team for material-only orders • Support Implementation team by maintaining internal reporting and budgeting tools: o Vendor lead time updates and Vendor Portal information o Vendor quick-ship inventories and updates o Internal estimator tool updates o Internal budget pricing tool updates o Maintain Vendor-specific documents and folders • Perform risk management to minimize project risks • Establish and maintain relationships with third parties/vendors • Adhere to company proposal processes, including using the latest tools and formatting standards • Participate in internal projects as required

• Oversee multiple crews (both internal and subcontracted) • Manage the installation of material handling systems • Support automation and mechanical build projects • Assist in the build of automation and mechanical projects

• Oversee multiple crews for material handling systems installation • Assist in automation and mechanical build projects • Install and support mechanical installations • Troubleshoot conveyor issues • Utilize proper rigging and lifting techniques

• Conduct virtual medical evaluations via video, phone, and asynchronous forms — confirming diagnoses, assessing for target organ damage, and documenting baseline metrics. • Create and manage holistic, evidence-based care plans for patients with ACCESS-defined conditions: obesity, dyslipidemia, hypertension, ASCVD, mild-to-moderate CKD, and pre/diabetes. • Act as the primary prescriber in Full Practice Authority states, including medication titration and renewal per clinical protocol. In non-FPA states, prescribe under Collaborative Practice Agreements with the Medical Director. • Manage device-triggered Red Alerts (e.g., BP >180/110) — triaging patients for ER referral or immediate titration adjustment during business hours. • Provide warm handoffs to referring clinicians in urgent situations, including new renal failure presentations. • Document all patient interactions — synchronous and asynchronous — in the EHR with accurate ICD-10 coding. • Capture comorbidities accurately (e.g., CKD Stage 3b) to ensure correct reimbursement at the CKM rate rather than the standard eCKM rate. • Prepare PCP care coordination reports to maintain the ACCESS-model partnership with referring physicians. • Collaborate with the Medical Director to develop and refine evidence-based titration algorithms and clinical protocols. • Contribute to building scalable workflows that can support rapid patient volume growth. • Provide feedback on app-based care tools, behavioral support content, and remote monitoring integration to continuously improve the patient experience.