• Serve as the primary liaison for existing groups, maintaining positive relationships, and driving group satisfaction and retention • Attend virtual and in-person client meetings across Texas to build relationships with groups, conduct education meetings, and provide enrollment support • Lead renewal discussions, including negotiating terms and pricing to drive retention while balancing business objectives and client needs • Proactively identify potential obstacles to group success and collaborate with internal teams to develop strategic solutions • Collaborate closely with internal teams to ensure seamless implementation and optimize the group experience • Oversee resolution of escalated issues by responding swiftly and managing client inquiries, concerns, and requests • Be a part of a cutting-edge, fast-growing team

• Provide system-wide leadership for billing and client financial services operations. • Drive revenue cycle performance through effective reimbursement strategies, revenue optimization, and cash flow management. • Monitor key performance metrics and implement initiatives that improve outcomes and operational efficiency. • Partner with RCM leadership to establish annual quality, productivity, and performance goals. • Support budgeting, forecasting, staffing plans, and revenue modeling activities. • Identify and lead process improvement initiatives that enhance accuracy, efficiency, and financial performance. • Recruit, develop, coach, and retain high-performing team members and leaders. • Conduct performance reviews, provide ongoing feedback, and support professional growth. • Foster a culture of accountability, collaboration, innovation, and continuous improvement. • Ensure compliance with all federal, state, payer, accreditation, and organizational requirements. • Maintain alignment with company policies, procedures, and strategic objectives. • Monitor departmental performance and implement corrective action plans when necessary. • Provide oversight and guidance for complex billing issues and operational challenges. • Collaborate with executive and operational leaders on strategic initiatives and organization-wide projects.

• Manage calendars and coordinate scheduling needs • Conduct client intake conversations and gather relevant details regarding potential matters • Ensure confidentiality and professionalism in all client interactions • Perform administrative support tasks as assigned • Schedule consultations, appointments, and meetings • Create clear summaries of client matters for attorney review • Collect and organize client information and supporting documentation • Transfer calls to the appropriate team members when necessary • Answer incoming phone calls in a professional and courteous manner • Serve as the primary point of contact for prospective and existing clients • Create a welcoming and positive experience for every caller and client • Follow up with potential clients when appropriate • Maintain accurate client records and documentation • Respond to client questions and provide exceptional customer service • Complete intake forms accurately and thoroughly

Role Description The Market Response Representative (MRR) is a critical member of the Momentive marketing team and often the first point of contact for new prospects and customers. In this role, you will play a vital part in creating positive first impressions, qualifying interest, and ensuring inquiries are routed quickly and accurately. The ideal person for this role is a self-motivated, goal-oriented, highly organized, and process-driven individual who is obsessed with obliterating monthly, quarterly, and yearly goals. You are a self-starter who is patient, resilient, resourceful, and understands that prospect nurturing is both art and science. You understand that results are commensurate with effort, activity, and high-quality communication—writing, calling, and listening. It’s important that you like interacting with people and solving problems. As an MRR, you are the connector between marketing, sales, and our prospects. The impact you make directly influences pipeline growth, sales productivity, and customer satisfaction. You will: - Respond promptly to inbound leads, web inquiries, and customer requests to ensure timely follow-up. - Qualify prospects to determine fit based on predefined criteria, capturing relevant details, and enriching CRM records. - Route qualified leads and customer inquiries to the appropriate sales or support team members for next steps. - Serve as a trusted resource to prospects by answering initial questions, positioning Momentive’s value, and building interest in the right solution. - Conduct outbound calls and targeted email follow-ups to re-engage warm leads and accelerate them through the funnel. - Capture, maintain, and expand accurate records in Salesforce CRM by logging activities, updating prospect data, and tracking engagement. - Stay current on Momentive’s products, services, and messaging to effectively answer questions and position our solutions. - Support the sales process by preparing leads for smooth handoffs and assisting with early-stage sales cycle tasks. - Analyze and synthesize lead and prospect data from multiple sources to provide insights and recommendations to marketing and sales leadership. - Develop a working knowledge of the end-to-end marketing and sales process to help identify opportunities for continual improvement. Qualifications - Bachelor’s degree preferred. - 1-2 years of inside sales, business development, or marketing experience preferred. Experience with cold calling is a plus. - 1-2 years of experience using Salesforce CRM to manage leads, contacts, and opportunities. - A professional phone presence and excellent verbal and written communication skills. - Strong work ethic, personal accountability, and the ability to thrive in a fast-paced environment. - Excellent time management skills and the ability to prioritize effectively. - A desire for continuous learning and self-improvement. - Strong critical thinking, active listening, and problem-solving skills. Benefits - Medical, Dental & Vision Benefits - 401(k) Savings Plan with Company Match - Flexible Planned Paid Time Off - Generous Sick Leave - Inclusive & Welcoming Environment - Purpose-Driven Culture - Work-Life Balance - Commitment to Community Involvement - Employer-Paid Parental Leave - Employer-Paid Short-Term Disability - Remote Work Flexibility Company Description Momentive Software amplifies the impact of over 20,000 purpose-driven organizations in over 30 countries, with over $11 billion raised and 55 million members served to date. Mission-driven nonprofits and associations rely on Momentive’s cloud-based software and services to address their most pressing challenges – from engaging their communities to simplifying operations and growing revenue. Designed to help organizations connect more, manage more, and ultimately expect more, Momentive's solutions are built with reliability at the core and strategically focus on fundraising, learning, events, careers, volunteering, accounting, and association management. Momentive partners with organizations that believe "good enough" is never enough – so they can bring on better outcomes for everyone they serve.