• Spend a significant portion of time on the phone, proactively calling suppliers and businesses to support profile activation within the Corcentric payment network. • Apply excellent communication skills and product knowledge to encourage companies to convert to electronic payments by joining Corcentric payment network. • Respond to supplier objections and provide information on the benefits of joining the payment program. • Utilize Excel spreadsheets to complete enrollment-related tasks efficiently. • Maintain accurate and up-to-date customer records in the Customer Relationship Management (CRM) system, including tracking interactions, updating account details, and referencing historical data. • Communicate with customers through the case management system to address inquiries and provide support. • Reference internal knowledge bases, FAQs, and other resources to quickly locate answers to customer questions. • Conduct online research using search engines and websites to gather or verify business contact information. • Coordinate vendor needs across communication channels, managing sensitive data in CRM and related systems to ensure timely and accurate responses. • Diagnose and resolve vendor issues independently or escalate complex concerns to a Team Lead or Manager when necessary. • Follow organizational protocols when interacting with vendors, focusing on active listening, empathy, and effective resolution of concerns. • Demonstrate empathy and attentiveness in customer interactions, acknowledging their needs and responding appropriately during phone conversations.

• Welcome new patients and confirm delivery of care packages and equipment • Facilitate initial telehealth visits and conduct care package walkthroughs • Guide patients through device setup and navigation of the Carda Health app • Provide clear instructions and ongoing support to ensure patient comfort with technology and program participation • Manage check-in and check-out processes for telehealth appointments • Coordinate with providers and internal teams to ensure smooth appointment flow and follow-up • Serve as part of the frontline support team for patients, answering questions and resolving issues with empathy and efficiency • Keep patients engaged, motivated, and informed throughout their care journey • Accurately document all patient interactions in Salesforce and related systems • Track care package deliveries, referrals, and enrollment statuses to ensure no patient is left behind • Collaborate with clinical, growth, and operations teams to address patient needs and improve workflows

• Evaluate prescriptions and treat cardiac rehab patients according to our clinical protocols • Take pride in delivering high quality care for patients going through our cardiac rehab program and our clinical studies • Wear many hats: anything from designing patients’ exercise programming to responding to their technical issues • Work directly with founders to innovate and improve our cutting edge digital care delivery model • Provide support to our patients, empowering them to be accountable and take ownership of their rehabilitation • Work collaboratively with our technology team to support a smooth experience for our patients and clients • Be willing to do whatever it takes to ensure a great, engaging rehab experience for our patients • Have an estimated workload of 30-40 hours per week ongoing

• Be the first face-to-face touch point for many of the patients joining our program • Provide high-quality clinical care utilizing best practices set forth by Carda’s Clinical team • Perform health histories, evaluate patient records, suggest appropriate care paths • Provide lifestyle recommendations to patients related to specific goals • Input notes and all other relevant information into our EMR • Communicate and partner with other members of the patients’ care team to properly coordinate care and oversee patient care plans on an ongoing basis • Work directly with founders to innovate and improve our cutting edge digital care delivery model • Work collaboratively with our technology team to support a smooth experience for our patients and clients • Be willing to do whatever it takes to ensure a great, engaging rehab experience for our patients • Take pride in delivering high quality care for patients going through our rehab program • Provide support to our patients, empowering them to be accountable and take ownership of their rehabilitation.