Role Description AI is changing everything. Small businesses deserve to benefit. Right now, the salons, restaurants, gyms, coffee shops, and local shops and services that give every community its character are being left behind. They can't afford big marketing agencies. They don't have time to learn new tools. And most of the technology being built isn't being built for them. Here's the thing: small business owners aren't sitting around clicking ads looking for solutions. They're heads-down running their businesses. They buy from people they trust — and that's exactly what our Territory Development Partners become, someone they can trust. Omada.ai is changing the game — and we need people on the ground to help lead the charge. We're hiring Territory Development Partners / Sales Development Representatives who are hungry, people-first, and genuinely excited about AI and what it can do for small businesses. In return, we'll put you on the front lines of one of the most important technology shifts of our lifetime, teach you everything you need to know, and pay you very well to do it. This is your chance to be part of the AI revolution — not by staring at a screen, but by walking into your community and making a real difference for real people. What you’ll do: - Be the face of Omada in your area — connect with local businesses, starting conversations, and setting up demo appointments with our closers to close the deal. - Identify 10–50 businesses in your area using Omada's Route Planner. - Start the conversation in person or by phone, and ask a few clarifying questions: - What are you doing currently to promote your business? - How much time are you spending on this each week? - Is there someone managing your social media accounts? - Compensation is tied directly to: - Booking a qualified lead appointment that shows up to the call. - When your leads convert to a sale. Where this can take you: - We're building something big — and we promote from within. - Top Territory Development Partners (TDP) can move into becoming a Territory Partner (TP) and close deals. - If you want to build a real career at the intersection of AI and sales, this is where it starts. Qualifications - Hungry, self-motivated, and comfortable making cold calls. - Genuinely excited about AI and what it can do for small businesses. - Strong communicator who connects with people quickly. - No prior sales experience required — we'll teach you everything. - Must reside in the United States. - Must be 18 years of age or older. - Bonus: sales experience; experience working with small business owners. Requirements - Must reside in the United States. - Must be 18 years of age or older. Benefits - Compensation: $4,000 to $5,000 monthly in average on-target earnings ($50 per qualified, shown appointment + $25 per closed deal). - Employment type: 1099 Independent Contractor position / Freelance. - Schedule: Part Time / Full Time. - Work type: Remote. - Location: Your local city, must reside in the United States. Company Description Omada is on a mission to help Main Street and local high streets win. We're building the largest organic growth platform for small businesses — a fully managed, AI-powered marketing team that grows SMBs end-to-end, without spending a dollar on paid ads. Founded by experienced operators and backed by world-class investors, including HubSpot, we're one of the fastest-growing AI companies in the country — and we're just getting started. Ready to start? Apply now. We're looking for people ready to start immediately.

• Own the strategic relationship and post-implementation success for Built's most important and complex clients — with full accountability for retention, adoption, and expansion outcomes. • Develop comprehensive client success and account plans based on each client's business objectives, organizational structure, and use case priorities — and execute against those plans with discipline. • Build multi-threaded relationships across client organizations — spanning loan officers, credit teams, operations, technology, and executive leadership — to ensure Built has broad, durable presence at every account. • Monitor adoption metrics and client health indicators with rigor; identify at-risk situations early and intervene strategically before they become escalations or churn risks. • Identify and pursue expansion opportunities through upsells, cross-sells, and new use case discovery — building the business cases and navigating internal approvals to close growth within existing accounts. • Lead quarterly business reviews with client leadership — presenting ROI analysis, adoption outcomes, and strategic recommendations that reinforce Built's value and advance the partnership. • Informally mentor junior CSM team members — share best practices on strategic account management, client communication, and executive engagement; raise the function's overall standard. • Partner with Product and Implementation to understand client needs, advocate for features that address real market pain points, and ensure client feedback shapes Built's roadmap. • Leverage AI tools to accelerate account health analysis, QBR preparation, and expansion opportunity identification across your portfolio.

Role Description Build trust, create clarity, and strengthen the Advisor-client experience. The Client Service Associate sits at the center of the Advisor's practice, connecting people, processes, and systems to deliver a seamless client journey. This role is equal parts relationship builder and operational expert, bringing order, confidence, and consistency to every interaction. Location: Remote, supporting Eastern Time Zone What You'll Do - Client Relationship Support - Respond to client questions, resolve issues, and guide them through account updates and portals. - Deliver timely, thoughtful service that builds trust with every interaction. - Represent the firm professionally in all client-facing communications, internally and externally. - Advisor Enablement - Prepare financial documents, meeting materials, and organized information for new and prospective clients. - Schedule meetings and coordinate events that keep the practice running smoothly. - Partner closely with Advisors to translate strategy into execution on a daily basis. - Account Operations & Data Integrity - Open and maintain client accounts across custodial platforms including Schwab, Fidelity, and Pershing. - Ensure Salesforce and internal systems are accurate and consistently up to date. - Manage documentation and records in line with compliance standards. - Administrative & Office Coordination - Draft polished emails and client communications on behalf of the practice. - Support administrative workflows and day-to-day office coordination. - Identify opportunities to improve how the practice operates and bring actionable ideas forward. Qualifications - 3-5 years of client service experience in a professional services environment, preferably wealth management - Hands-on experience with custodial platforms: Schwab, Fidelity, and Pershing - Prior use of eMoney or Orion is a plus - Series 7 and/or Series 65 licenses preferred Requirements - Strong written and verbal communication skills - Superior organization and attention to detail - High standards of accuracy and task follow-through - Proactive, self-starting mindset with the ability to anticipate needs before they surface - Effective time management and ability to prioritize across competing demands - Collaborative relationship builder who takes pride in team outcomes - Commitment to professional ethics and regulatory standards - CRM proficiency required; Salesforce strongly preferred - Microsoft Office Suite - Familiarity with financial planning platforms such as eMoney or Orion - Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot; actively uses them to improve productivity, communication, and workflow efficiency Benefits - Salary: $65,000-$72,000 - Competitive salary + bonus pool - Generous PTO, holidays, and a Charitable Service Day - Health, dental, vision insurance + RFG Advisory stipend - Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage - 401(k) with Safe Harbor contribution - Paid parental leave, short- and long-term disability, life insurance - Surface Pro + home office setup - Pet Insurance - Continuing education and professional development support

• Serve as the primary point of contact for assigned hospital clients • Build and maintain strong, long-term client relationships • Conduct regular client meetings to review performance metrics, address concerns, and identify opportunities for improvement • Respond promptly to client inquiries and resolve issues in a professional and timely manner • Manage the daily activities of Koders on their assigned teams • Ensure productivity and quality standards are maintained • Monitor coding productivity, accuracy, turnaround times, and service-level agreements (SLAs) • Coordinate with coding managers and quality assurance teams to ensure client expectations are consistently met • Analyze operational reports and communicate trends, risks, and opportunities to internal leadership and clients • Support staffing forecasts and workload balancing to maintain service commitments • Maintain working knowledge of ICD-10-CM, CPT, HCPCS, and medical terminology • Understand specialty-specific coding requirements and payer guidelines • Assist clients with coding-related questions and documentation improvement opportunities • Support denial management and coding-related appeals when necessary • Stay current on CMS regulations, coding updates, and compliance requirements • Ensure coding activities comply with HIPAA, CMS regulations, payer requirements, and company policies • Review quality metrics and coordinate corrective action plans when performance issues arise • Prepare and present monthly performance reports to clients and leadership • Track KPIs including coding accuracy, productivity, denial rates, turnaround times, and customer satisfaction • Identify opportunities to improve processes and enhance operational efficiency