• Complete biopsychosocial evaluations for new patients; identify needs, strengths, and goals • Deliver individualized therapy using evidence-based modalities • Build rapport with patients and families; provide psychoeducation and resource navigation • Collaborate closely with a multidisciplinary team to create integrated, patient-centered care plans • Document efficiently in our EMR; track progress toward measurable outcomes • Uphold best practices in privacy and compliance (HIPAA/HITECH)

• The Client Strategist is an individual with 5+ years of experience in the higher education landscape. • They have worked with, and have experience in recruiting, one or more student populations (transfer, graduate, undergraduate, adult, etc.). • The Strategist will apply their enrollment background to effectively plan and execute a series of projects that will help our partnering institutions meet and exceed their enrollment goals. • Effectively develop strategic plans for a variety of different campaigns (search, digital media, etc.) and work with internal teams to deliver on the plan of action. • Road map and outline all project components and share outwardly with internal teams through meetings and project requests. • Apply industry knowledge to advise senior-level staff on recommendations and new strategies to ensure enrollment goals are met and exceeded. • Understand and meet the needs of each client’s brand and represent their messaging accurately and memorably. • Understand and analyze an institutions enrollment data set to identify trends, areas of opportunity and/or pain points. • Regularly measure and communicate campaign optimizations and recommendations both internally and externally. • Act as a liaison between the company and our clients; coordinate the needs of our customers with the efforts of our sales, technology, graphic design, writing, and financial teams. • Work with the account management team to ensure development of realistic project timelines and ensure all projects are delivered on time and error-free. • Regularly create and publish original blog posts and/or articles. • Other duties as assigned.

• Conduct medical necessity reviews for cases that may not meet established criteria and issue adverse determinations when appropriate • Evaluate requests across post-acute care services in alignment with clinical and regulatory standards • Meet or exceed Service Level Agreements (SLA) and performance guarantees required by health plan clients • Apply sound clinical judgment and maintain integrity in all determinations and interactions • Collaborate effectively with internal and external stakeholders, including providers and physicians • Perform other duties as assigned

• Manage a portfolio of customer renewals and proactively engage customers regarding upcoming contract expiration dates. • Serves as a primary point of contact for routine renewal communications and inquiries. • Prepare renewal quotes, order forms, and supporting documentation. • Coordinate with Customer Success Managers (CSMs) and Account Executives to support successful renewals. • Assist customers with contract-related questions and ensure a smooth renewal experience. • Maintain accurate renewal records and customer information within the CRM system. • Monitor and manage a pipeline of upcoming renewals to ensure timely outreach and contract execution (120/90/60/30). • Track renewal progress and update opportunity stages within Salesforce and other internal systems. • Identify renewal risks and escalate concerns to appropriate stakeholders. • Assist with renewal forecasting by maintaining accurate data and reporting. • Support reporting efforts related to renewal performance, retention, and customer trends. • Coordinate contract reviews and approvals with internal teams. • Ensure renewal agreements are completed accurately and in compliance with company policies. • Support contract execution and document management processes. • Assist with pricing updates, product changes, and customer communications related to renewals. • Help identify opportunities to improve renewal workflows, processes, and customer communications.