• Drive sales and build client relationships • Close deals efficiently and ensure smooth loan submissions • Stay updated with rates and compliance rules • Master loan processes and tools • Communicate effectively with all parties involved • Lead initiatives and innovate solutions

• Overall responsibility for successful planning, execution, monitoring, and driving post-sales client learning; this individual is expected to spend time in front of clients and partners as well as internal teams, which may include travel to on-site meetings. • Determine and evaluate client training needs, then work with marketing to design and deliver training and materials to ensure all of our brokers and groups understand the SmithRx offering • Collaborating with organization units and internal/external Subject Matter Experts (SMEs) to design training programs aligned with competencies and strategic learning opportunities • You will create, design and execute enablement training for our clients and customer success teams, in a variety of environments. • Support the implementation and adoption of existing programs and tools and adoption of new programs and tools through training and education. • Perform administrative tasks such as scheduling classes, setting up systems and equipment, and coordinating enrollment • Effectively communicate updates with internal teams and leadership to ensure successful implementation of content, as well as to foster cross-project collaboration and continuity • Ensure all milestones and learning objectives are met/delivered on time, within scope and budget • Track and regularly report on key training metrics to determine the effectiveness of all training and development programs • You will gather feedback from the business to consistently improve enablement efforts • Ability to accommodate different learning styles and engage the audience with proven build-upon learning methodologies • Develop strong relationships and an ability to partner with client stakeholders to drive ownership and product adoption • Requires up to 40% travel

• Manage on-call schedules for employees and ensure proper coverage • Coordinate emergency responses and escalate issues as needed • Communicate effectively with team members, clients, and other relevant parties • Document incidents and resolutions for future reference • Provide support and guidance to on-call staff during critical situations

• Research and correct rejected claims and post payments. • Resubmissions of claims as required with supporting documentation as needed. • Post payments or rejections received. • Calling payers and/or working on payer websites to status or reprocess claims as necessary to secure payment for claims. • Bill Medicare, Medicaid and other insurance carriers. • Update accounts receivable with new accounts or missed payments. • Ensure all clients remain informed on their outstanding balances and debts.