• Complete in person visits at medical providers, employers and with injured workers • Perform a complete nursing evaluation to determine needs of patient • Review and evaluate all medical correspondence, provider reports, & treatment plan history • Evaluate clinical status of claimant and research for alternative options to treatment as warranted • Evaluate therapy facilities and their progress on specific cases • Maintain notes following discussions/meetings with injured workers, medical providers, claims examiners, and employers in the case file • Coordinate information between all parties (injured worker, physicians, employer, other providers, such as therapists, and attorney, if any is involved)

• Own day-to-day administration, configuration, and optimization of HubSpot. • Maintain data integrity, user access, workflows, and integrations with Hubspot. • Serve as the primary point of contact for vendor relationships and support escalations. • Partner with Operational stakeholders to map business processes to system capabilities. • Document configurations, workflows, and training materials as needed. • Clean and organize data (historical and current/future) in Hubspot. • Define and enforce data governance standards across Hubspot. • Proactively identify and resolve data inconsistencies. • Train and support end-users across teams on system usage and best practices. • Gather business requirements and translate them into Hubspot configurations. • Act as a bridge between business teams and technical resources.

• Growing net-new pipeline through Microsoft coselling by securing customer introductions within prioritized Microsoft managed accounts • Partnering closely with Microsoft field sales and GTM counterparts to identify and prioritize target accounts • Activating cosell motions, and executing targeted sales and marketing plays resulting in high quality customer introductions • Success driven through joint marketing events, alignment with Microsoft sales teams, utilization of Microsoft investment and cosell programs, and prospecting strategies jointly executed • Managing strategic ISV partner relationships to facilitate overall GTM activities

• Responsible for customer service and case management. • Work interactively with patients, healthcare providers, specialty pharmacies, and manufacturer clients. • Support various reimbursement functions including benefits investigations, prior authorization support and call triage. • Respond to all patient, nursing, and provider account inquiries. • Document all provider, payer, and client interactions into the CareMetx Connect system. • Acts as a single point of contact and voice for all providers, patients and product/sales team. • Handle escalated accounts and issues. • Serve as a patient advocate and enhance the relationship between the payer, HCP and patient. • Coordinate access to therapies and support services. • Manage a regional case load. • Provide assistance to complete and submit insurance forms and program applications. • Track and follow up on prior authorization and appeal requests. • Provide exceptional customer service to internal and external customers. • Maintain frequent phone contact with provider representatives and pharmacy staff. • Report any reimbursement trends/delays to the supervisor. • Communicate effectively with payors to ensure accurate and timely benefit investigations.