• Creates accountability for collection efforts and procedures for Executive Directors and Revenue Cycle Portfolio Leaders • Provides coverage for cash posters in the event of short-term or unexpected absences • Partners with cluster Executive Directors and/or Revenue Cycle Portfolio Leaders to provide training to Cash Posters • Establishes and maintains positive and collaborative working relationships with Portfolio Billers and Collectors • Maintains a comprehensive working knowledge of payor contracts • Maintains a comprehensive working knowledge of government billing regulations, including Medicare and Medicaid regulations • Partners with cluster Executive Directors and/or AR Market Leaders on payor projects in a timely manner • Attends Agency BAM meetings to identify and report on Collections received • Review, research, and post various types of funds daily • Prepare cash reports and reconcile daily • Resolve discrepancies by coordinating with internal teams • Research and clear all unidentified cash accounts monthly • Manage automated payment files and handle exceptions

• Promoting a full range of Wealth Management solutions to Advisors • Providing proactive sales and business building ideas • Aligning Advisors' needs with innovative technology, product and service solutions • Collaborating with an External Wholesaler and Territory Coordinator • Accountable for sales growth and relationship management within a defined region • Executing a repeatable and measurable sales process • Staying knowledgeable on the current industry landscape and competitors • Becoming an expert in Wealth Management solutions and strategies

• Performs pre-award job duties in response to basic or moderately complex proposal guidelines and terms and conditions • Works with faculty in proposal preparation and submission • Assists with budgeting, analysis, and justifications for proposals; gathers information for protocols and non-technical proposal components as needed • Serves as liaison between the Chair, Faculty, and Department Administrators (DAs) / Business Managers • Stays current on federal and university developments regarding research administration and complex regulations • May coordinate the submission, work with PI to prepare budget, and obtain pricing quotes from other departments • Compiles and ensures accurate regulatory compliance of necessary data collected from various sources • Monitors and works with PI to submit annual agency reports (e.g., Research Performance Progress Reports/RPPRs) • Acts as liaison to accounting departments to resolve accounting issues and manage year-end process • Performs other duties as assigned

• Define and lead the Customer Experience strategy across customers and partners. • Drive Retention, LTV, customer engagement, and customer trust by leading strategic customer experience initiatives. • Define the target-state customer experience, identify friction points across the customer journey, and drive cross-functional improvements. • Build a company-wide Customer Experience operating model with clear ownership, metrics, governance, and decision-making processes. • Establish and monitor customer and business KPIs, ensuring customer experience initiatives contribute to retention, LTV, profitability, operational efficiency, and long-term business growth. • Lead Customer Success, Product Design, Partner Experience, Service Quality Operations, and AI-powered partner solutions. • Drive organizational transformation by aligning Product, Marketing, CRM, Operations, and Customer Success around a unified customer experience strategy.