• Provide remote operational support to Care Managers across centers by backfilling vacancies as needed. • Conduct proactive outreach to patients to complete missed care plans. • Identify patient care requirements by establishing personal rapport with patients. • Leverage patient data from dashboards and reports to identify trends and improve patient engagement. • Accurately document patient care services. • Address patient needs related to opioid use disorder. • Establish individualized patient care goals in collaboration with patients. • Schedule and reschedule patient appointments. • Monitor patients’ clinical status. • Assist physicians and clinicians with patient onboarding and orientation. • Maintain patient information confidentiality and privacy.

• Lead multiple deployment programs from site feasibility through project closeout. • Coordinate across utilities, engineering, municipalities, contractors, permitting partners, and site hosts. • Drive utility coordination, including make-ready, interconnection, inspections, energization, and pole attachments. • Lead permitting, right-of-way, easement, zoning, and municipal approval efforts. • Pole attachment application and approval process, utility easements, and ROW permits/agreements. • Manage EPC partners through installation, commissioning, and turnover. • Identify risks early, remove roadblocks, and communicate proactively. • Build scalable deployment processes, dashboards, metrics, and operational workflows.

• Own and drive team performance, ensuring achievement of key KPIs including throughput, productivity, quality, and cycle time • Monitor daily performance and take action to address gaps, trends, or inconsistencies • Manage day-to-day workflow execution, ensuring work is properly prioritized, assigned, and progressing • Ensure adherence to defined processes, payer guidelines, and quality standards • Coach and develop team members to improve performance, productivity, and quality • Provide ongoing feedback, conduct performance discussions, and reinforce accountability • Identify workflow issues, delays, or bottlenecks and escalate as needed • Support implementation of new tools, processes, and workflow changes

• Provide leadership throughout the Focus Partners Wealth office integration process. • Deliver a high level of service and a consistent experience to teams integrating into the Focus Partners Wealth culture. • Provide in-depth training and support on Focus Partners Wealth tools, processes, and resources. • Support day-to-day integration operations for Focus Partners Wealth acquisitions, from due diligence through the acquisition date. • Maintain a strong understanding of custodial relationships with Fidelity, Pershing, and Schwab. • Advocate for integrating teams and identify opportunities for improvement where applicable. • Ensure timely delivery of reports, documentation, and planning materials needed by Advisors and integration stakeholders. • Contribute to recurring meetings with team leaders and ad hoc check-ins focused on operational efficiency. • Create training and development plans for new or existing Integration team members.