• Manage all initial communication with clients across multiple channels (email, calls, chat, etc.) • Build and maintain comprehensive client profiles within the CRM system • Qualify inbound leads through initial assessment of client background, preferences, and requirements • Assign high-value and suitable leads to Client Relations Directors • Support the team throughout all stages of the deal-closing process • Ensure accuracy, completeness, and proper tracking of data within the CRM system • Monitor and trace lead sources to support marketing insights and future initiatives • Prepare documents and conduct research as needed to support client requirements • Prepare PAC (Pricing and Availability Check) templates based on client requirements • Reach out to property owners and managers to confirm availability, pricing, and terms • Assist in creating proposals based on provided instructions • Submit proposals for review and approval by the Team Lead and/or Director • Perform other related tasks as assigned by the Client Relations Director – Operations

• Manage end-to-end Revenue Cycle Management (RCM) for behavioral health practices • Handle Accounts Receivable (AR) management and insurance follow-ups • Perform accurate payment posting (ERA/EOB) • Submit, track, and reconcile insurance claims • Investigate denials and process appeals to maximize reimbursement • Verify patient insurance eligibility and behavioral health benefits • Communicate with insurance companies regarding claim resolution and authorization requirements

• Apoiar a equipe comercial nas atividades administrativas e operacionais da área; • Criar listas; • Fazer ligações ativas para agendar reuniões; • Apoiar no agendamento e na confirmação de reuniões comerciais; • Cadastrar e atualizar informações de clientes, leads e oportunidades no CRM; • Acompanhar o andamento das oportunidades no funil de vendas; • Realizar follow-ups com clientes e potenciais clientes por telefone, e-mail e WhatsApp; • Identificar oportunidades sem retorno e apoiar sua reativação; • Organizar a agenda dos vendedores e da liderança comercial; • Auxiliar na preparação de relatórios comerciais; • Apoiar o acompanhamento de metas e indicadores da equipe; • Atualizar planilhas, controles internos e informações da operação comercial; • Apoiar o processo de formalização dos novos clientes; • Apoiar pesquisas de mercado e identificação de potenciais clientes; • Trabalhar em conjunto com as equipes de vendas, marketing, atendimento e financeiro; • Contribuir para a organização e melhoria contínua dos processos comerciais.

• Compréhension des solutions à vendre. • Elaboration de la base de prospection. • Définition des cibles. • Recherche des cibles et des contacts. • Correction du fichier. • Mise en place de la stratégie de prospection. • Définition des canaux. • Définition des messages. • Suivi du pipe commercial. • Comptes-rendus leads. • Prise de rendez-vous. • Suivi commercial jusqu’à la signature.