• Review project drawings, specifications, and bid documents to prepare accurate flooring estimates • Perform quantity take-offs and cost calculations for labor, materials, and project-related expenses • Prepare and submit competitive proposals and quotations within required deadlines • Communicate with vendors and suppliers to obtain pricing and product information • Collaborate with sales, project management, and operations teams to ensure accurate project scope and pricing • Maintain and update estimating databases and pricing records • Track bid statuses and assist with follow-up communication as needed • Ensure all estimates align with company standards, budgets, and client requirements • Identify potential risks, discrepancies, or cost-saving opportunities within project plans

• Lead and manage the team to meet operational targets and KPIs. • Provide coaching, training, and performance feedback to team members. • Manage workflow, prioritize tasks, and troubleshoot issues to maintain efficiency. • Collaborate with cross-functional teams to support business objectives. • Monitor team productivity and implement process improvements. • Ensure adherence to company policies, standards, and compliance requirements. • Prepare reports and communicate team performance to management.

• Follow up promptly with a high volume of incoming leads from marketing campaigns, referrals, and website inquiries. • Build rapport with prospective clients and guide them through the intake process. • Collect and document client information clearly and accurately. • Maintain consistent communication through calls, texts, and emails. • Track lead activity and update records within CentralReach and CRM systems. • Work closely with internal teams to ensure a smooth onboarding experience for new clients.

• Lead and manage the intake and case management team, providing daily oversight, support, and performance coaching • Oversee the full client intake lifecycle, including initial inquiries, insurance verification, authorizations, and onboarding • Ensure accurate and timely entry and maintenance of client data within CentralReach and other CRM systems • Monitor team productivity, workflows, and turnaround times to ensure SLAs are consistently met • Develop, implement, and improve intake and case management processes and SOPs • Act as the escalation point for complex cases, delays, or client concerns • Collaborate with clinical, billing, and scheduling teams to ensure seamless client onboarding and service delivery • Track and report on key metrics (e.g., intake timelines, conversion rates, authorization turnaround times) • Conduct regular quality assurance checks to ensure data accuracy and compliance with company and payer requirements • Train and onboard new team members on systems, workflows, and best practices • Ensure compliance with HIPAA and internal documentation standards