• Responsible for onboarding customer orders through scheduling, installation, and completion. • Responsible for both inbound and outbound consistent customer interactions using phone, SMS, and email related to scheduling installs. • Coordinates the creation of work schedules and maintains active work planning through use of company systems and related work tracking methods. • Navigate through multiple systems to track and monitor orders. • Interface with various levels of internal departments, Contractors and other functional groups to ensure orders flow appropriately. • Project coordination with different levels of management. • Regular, consistent, and punctual attendance. • Must be able to work variable schedule(s) and overtime as necessary.

• Provide ongoing account and product support for multiple charitable clients using the raisin® online fundraising system • Train clients on all aspects of the raisin® product (web-based and in-person) • Ensure that CRM tool is kept up to date with all account activities, opportunities and contact details • Ensure that support time is accurately tracked and billed • Support marketing initiatives (online and print) • Provide ongoing business development support as directed • Assist in identifying features for future product development as directed

• Respond to customer inquiries regarding billing, payments, and account status via email and live chat. • Assist clients with billing issues, including discrepancies, refunds, and charge disputes, ensuring timely resolution. • Process payments and update billing information accurately in our system. • Provide detailed explanations of charges, fees, and membership options to clients. • Monitor and follow up on outstanding payments and notify clients of any issues. • Maintain accurate records of all interactions and transactions for quality assurance. • Collaborate with the finance team to ensure accuracy and efficiency in billing processes. • Stay updated on company policies, billing software, and payment processing procedures.

• Patient Outreach & Nutritional Counseling: Manage an assigned panel of 300-350 patients and conduct required monthly nutritional outreach and support. Conduct 50-60+ daily phone calls with patients, providing nutritional care plan support and health coaching tailored to their specific conditions. Maintain call quality standards and professional communication in every patient interaction; pass regular QA call reviews. • Nutrition Planning & Patient Education: Educate patients on nutrition concepts, dietary modifications, and weight management strategies. Simplify complex nutritional information for diverse patient populations. Reinforce provider-directed nutritional guidance and support patient adherence to established care plans. • Care Coordination & Collaboration: Collaborate with clinical teams, providers, and caregivers to identify and address nutritional and clinical needs. Support care coordination goals by staying on schedule with monthly outreach targets. Escalate patient concerns or changes in condition to appropriate clinical staff per established protocols. • Documentation & Compliance: Document all patient interactions in real time using the care coordination platform. Maintain HIPAA compliance in all patient communications and documentation. Ensure accurate documentation to support care coordination goals.