• Deliver regulatory compliant, high-quality product installation and customer training. • Coordinate with Customer Implementation Team to create Implementation Plans. • Execute technical installation activities including equipment assembly and software configuration. • Maintain compliance with regulatory standards during installation activities. • Document and escalate installation issues as necessary. • Participate in Technical Implementation Team Meetings to maximize efficiency.

• Serve as one of Cadwell's clinical resources for the EEG product portfolio. • Understand the changes in upcoming releases of Cadwell software and ensure you are prepared to work with and train on those releases. • Work with Cadwell’s Manager of Education and Training and EMU Clinical Education Specialist to develop strategies that constantly improve customer ‘go-live’ experiences, and the Education and Training Team's efficiency. • Assist with the design and delivery of a comprehensive educational portfolio for the EEG product portfolio, ensuring consistent, high-quality training, learning experiences, and ongoing engagement for all customers. • Work within the Education and Training Team to deliver all clinical configuration and training elements in each assigned customer’s ‘go-live’ or re-training plan. • Serve as a point of contact for internal Cadwell teams seeking clinical expertise and user insight. • Support product evaluations at prospective enterprise customer sites by providing on-site clinical expertise, workflow guidance, and end-user support. • Provide post-implementation support and troubleshooting to assigned customers as needed.

• Serve as Cadwell's clinical expert for the Cascade IONM product portfolio. • Serve as the primary vision for Cadwell’s EDX/US education strategy and assist with its execution. • Understand the changes in upcoming releases of Cadwell software and ensure you are prepared to work with and train on those releases. • Work with Cadwell’s Manager of Education and Training to develop strategies that constantly improve customer ‘go-live’ experiences, and the Education and Training Team's efficiency. • Oversee the design and delivery of a comprehensive educational portfolio for the IONM product portfolio, ensuring consistent, high-quality training, learning experiences, and ongoing engagement for all customers. (To include, but not limited to, webinars, workshops, certifications, and self-paced learning modules.) May be asked to assist with content development for other modalities as needed. • Work within the Education and Training Team to deliver all clinical configuration and training elements in each assigned customer’s ‘go-live’ or re-training plan. Typical requirements are: • Work with Customer Implementation Team colleagues to ensure appropriate clinical configuration and training expectations are established during the sales process. • Assist with documenting clinical configuration, training deliverables, and timelines in a detailed Scope of Work as needed. • Coordinate with Customer Implementation Team colleagues to create an Implementation Plan fulfilling all clinical configuration and training requirements for each ‘go-live’ or re-training course. • Fulfill all clinical configuration and training deliverables in each ‘go-live’ plan. • Document and escalate any clinical configuration or training issues to the Manager of Education and Training, as necessary. • Preclude subsequent escalations by recommending appropriate updates to Implementation Team Procedures, Product Installation instructions, or training materials. • Serve as the primary point for internal Cadwell teams seeking clinical expertise and user insight. • Contribute to software enhancements and product design by leveraging clinical expertise and translating customer feedback into actionable insights. • Assist the Sales Team with product presentations and demonstrations, as well as assist with providing appropriate quotations for configurations to meet site-specific workflow needs. • Assist the Sales Team by providing on-site clinical expertise, workflow guidance, and end-user support during product evaluations at prospective enterprise customer sites. • Provide post-implementation support and troubleshooting to assigned customers as needed. • Oversee the development and delivery of educational content, providing training and support for internal Cadwell team members as needed. • Assist the Manager of Education and Training to define, measure, and monitor Key Performance Indicators (KPIs) for the educational team that drive continuous improvement and support team success, and use these KPIs to reappraise personal performance constantly. • Escalate any issues of concern to the Manager of Education and Training in a timely manner. • Performs other duties as assigned to support team and organizational needs.

• Be the first point of contact for new clients • Talk with people who are reaching out for mental health support and help them feel comfortable moving forward. • Guide people through the booking process. This includes answering questions about availability, insurance, and next steps. • Use phone, text, email, and customer management tools to connect with referral patients, follow up consistently, and help keep the scheduling process moving. • Your ability to listen, explain things clearly, build rapport, and thoughtfully overcome objections can make all the difference. • Handle inbound and outbound calls, texts, emails, cancellations, reschedules, and follow-ups while staying organized across multiple systems. • Work with clients by phone, text, and email in a professional and empathetic way. • This role includes booking targets and performance goals. These goals help ensure that prospective patients receive timely follow-up and that people who are interested in care are supported through the process.