• Ensure all communications are professional, accurate, and aligned with firm standards • Conduct intake conversations with prospective clients and gather relevant information • Support the firm's existing Intake Specialist with daily intake activities • Utilize Clio and other software platforms to manage workflows and client information • Follow up with leads and prospective clients in a timely manner • Maintain accurate records and client information within the CRM • Respond to inquiries professionally through phone, email, and other communication channels • Track and manage lead activity to ensure consistent follow up • Coordinate with team members regarding client needs and intake updates • Provide exceptional customer service and create a positive first impression for prospective clients • Assist with additional administrative and intake related tasks as assigned • Assist with converting leads into retained clients

• Paid media strategy and optimisation: managing and improving Google Ads and LinkedIn Ads across multiple business units, owning campaign structure, targeting, bidding, creative testing and ongoing performance improvement. • Channel development and experimentation: identifying and testing new acquisition channels beyond Google and LinkedIn, designing structured experiments and making evidence-based recommendations on where Vestd should invest. • Cross-functional collaboration: working closely with Sales, Product, RevOps, Finance and the CRO team to improve targeting, conversion and attribution; briefing creative partners and supporting ABM activity. • Reporting and attribution: connecting paid media activity to commercial outcomes, maintaining clear account structures, and managing relationships with relevant partners, agencies and tools. • Learning and innovation: staying close to platform changes and industry trends, using AI and automation to improve efficiency, and sharing knowledge with the broader Marketing team.

Role Description Your future role at a glance - Location: Remote with up to 50% travel - Department/Specialty: Risk Management - Schedule: Full time, Days - Salary range: $79,511.51 - $110,834.59 per year How you'll make an impact in this role: - Define financial, operational, and clinical data necessary for evaluating change initiatives. - Identify steps, tools, and training necessary to implement a process or structural change. - Oversee functioning of assigned projects/project teams and collaborate with executive leadership to access necessary resources. - Manage resources, process, and quality assurance of projects within scope of responsibility. - Develop and update the ongoing management plan. - Monitor and ensure that detailed project plans, reporting mechanisms, issue resolution processes, and communications are timely and meet quality guidelines. Qualifications - Licensure / Certification / Registration: - Certification specializing in Lean Healthcare Mgmt preferred. - Licensure required relevant to state in which work is performed. - Project Mgmt Professional preferred. - Registered Nurse preferred. - Education: - High School diploma equivalency with 2 years of cumulative experience OR Associate's degree/Bachelor's degree OR 4 years of applicable cumulative job specific experience required. Requirements - Bachelors degree - Experience in performance improvement - Lean (green or black belt) or quality (CPHQ) certifications preferred Benefits - Paid time off (PTO) - Various health insurance options & wellness plans - Retirement benefits including employer match plans - Long-term & short-term disability - Employee assistance programs (EAP) - Parental leave & adoption assistance - Tuition reimbursement - Ways to give back to your community

• Own the ZoomInfo ABM platform end-to-end: ICP account list construction, intent data monitoring, contact enrichment, and territory-level targeting • Monitor intent signals and surface prioritized accounts to the sales team weekly • Own ZoomInfo data hygiene and Salesforce sync • Own the Active Campaign platform: workflow architecture, list segmentation, lead scoring, automation sequences, and SFDC integration • Build and manage segmented nurture campaigns for new logo prospects and upsell targets • Report campaign performance to the CRO weekly: open rates, click-through rates, MQL conversions, and pipeline influence • Build and maintain campaign-specific landing pages in Webflow for ABM campaigns, product launches, event promotion, and gated content • Optimize conversion performance through A/B testing and iterative improvement • Ensure all pages reflect current brand standards and integrate with Active Campaign and Salesforce • Partner with the Salesforce Administrator as the primary marketing-side technical collaborator for all marketing-to-SFDC integrations • Co-own lead routing rules, campaign member statuses, MQL assignment logic, lifecycle stage transitions, and opportunity influence tracking • Own UTM structure, campaign attribution, and pipeline source tracking in partnership with the Salesforce Administrator • Own the marketing-sourced pipeline dashboard and deliver weekly reports to the CRO • Provide biweekly performance insights identifying wins, underperforming segments, and optimization opportunities • Deliver quarterly CAC and marketing ROI analysis across channels