• Manage patient referrals and build accurate patient records • Field incoming patient calls and coordinate scheduling changes • Serve as first line of support for internal helpdesk • Support daily virtual clinic operations and assist with billing tasks • Maintain data accuracy across EMRs, trackers, and internal tools

• Oversee initiatives across all Finance & Tax and Forms business areas within the BU • Guide initiatives to enhance company profitability and efficiencies • Act as the principle liaison to the entire organization to facilitate timely execution of tasks and transformative actions to optimize operations while minimizing risk • Assist the BU in the development of operations processes & strategy, hiring, customer engagement, and execution of special projects as needed • Partner with the EVP/GM, Lines of Business and Finance leadership on revenue strategy and critical strategic and operational initiatives designed to improve and maximize revenue acquisition, retention and growth • Implement objectives that reflect the company’s business goals and identify opportunities for process improvement • Maintain a holistic view of our operations and associated technology, e.g. Salesforce, CPQ, Replicon ServiceNow etc. • Facilitate successful implementation of new programs through the teams by ensuring that a well-defined, efficient process is in place for launch • Drive continuous process improvement across sales and revenue functions • Lead a change management process to build organizational understanding of proposed changes, establishes support from key leadership stakeholders • Work closely with leadership to define the optimal performance measurements and performance management programs required to ensure sales success • Align reporting, training, and incentive programs with performance management priorities • Perform other duties as assigned

• This is a hands-on role. You will design, build and continuously improve the operational spine that enables Sound Brazil to scale: order-to-cash, credit, customer service, supply chain and financial operations — integrated into a single efficient operating model. • Your mission: ensure that, as we grow, operations are never the reason we slow down. • You will not have a team reporting to you. You will personally build processes, coordinate external partners and resolve the operational challenges that support our growth. • You will work closely with the Sales team and the Marketing Manager, and directly with the GM. In finance and credit you will partner directly with our CFO and her team in the U.S. • At Sound we build our own internal applications with AI, and we already do this today: commercial tools, operational workflows and dashboards. • In this position you will work the same way. Instead of writing specifications and waiting for a system, you will use AI to build, test and improve the tools that run our operation.

Role Description APTIM’s Energy Transition team is seeking an experienced Business Process Specialist to support Home Energy Rebate programs, ensuring alignment with U.S. Department of Energy, State Energy Office, and program compliance requirements while improving program efficiency and consistency across partner organizations. The Business Process Specialist is a high-impact, fast-paced role requiring exceptional organizational and communication skills. This role serves as a critical bridge between program operations and compliance teams to ensure processes, systems, and workflows are efficient, scalable, compliant, and aligned with program objectives. The successful candidate will immediately support program planning and operations. This role requires a critical thinker with strong organizational, program delivery, design, and communication skills, as well as the ability to maintain productive relationships with colleagues, implementation contractors, and subcontractors. The Business Process Specialist develops and maintains standard operating procedures, process maps, operational documentation, QA/QC protocols, and business requirements while supporting system integrations, workflow optimization, audit readiness, and organizational change management. Working with cross-functional teams, the position identifies opportunities to standardize processes, improve operations, and drive continuous improvement to support consistent customer experience, regulatory compliance, and successful program delivery. Qualifications - Bachelor’s degree from an accredited four-year college or university, or equivalent work experience. - 5+ years of relevant experience. - Experience supporting program implementation, operations, process improvement, quality, compliance, documentation, systems, or administrative oversight. - Ability to analyze complex requirements, identify issues, evaluate options, and recommend practical solutions. - Proven expertise in process development utilizing different tools (ex. Visio, Draw.io, Figma). - Significant experience developing SOPs, process maps, workflows, business rules, operations manuals, QA/QC protocols, compliance documentation, or audit-ready process artifacts. - Strong written and verbal communication skills, including the ability to translate complex information into clear, actionable documentation and facilitate client engagement and coordination. - Ability to work both independently and collaboratively, manage multiple priorities, meet deadlines, and maintain strong attention to detail. - Proficiency with project management tools, Microsoft Office applications, and data analysis. - High level of emotional intelligence and ability to work effectively with diverse teams and stakeholders. - Strategic thinker with a practical, solution-oriented approach to problem-solving. - Ability to maintain confidentiality and handle sensitive information with integrity. - Self-motivated and able to manage time, prioritize work, meet deadlines, and handle multiple tasks with a positive attitude. - Commitment to fostering collaboration within the team and broader organization. - Strong communication and collaboration skills, including client engagement and coordination experience. - Ability to travel to assigned locations at least quarterly. Requirements - Conduct ongoing reviews of operational processes, procedures, and controls to identify improvement opportunities, efficiency gains, cost savings, risks, and corrective actions. - Analyze operational data, program performance metrics, stakeholder feedback, and recurring issues to identify trends, root causes, and opportunities for process optimization. - Develop recommendations and supporting materials that help program leadership improve execution methods, resolve operational challenges, and standardize best practices across program areas. - Support reporting, tracking, and monitoring of program performance, process effectiveness, issue resolution, documentation status, and operational readiness activities. Benefits - Medical, vision, and dental insurance: Employees can choose benefits from five metallic levels and several carriers. - Company paid and optional Life insurance. - Short-term and long-term disability insurance. - Accident, Critical Illness, and Hospital Indemnity coverage. - Paid holidays, vacation, and sick leave (eligibility based on company policy and applicable law). - 401(k) APTIM offers three 401k plans through the Aon Pooled Employer Plan (PEP).