• Serve as the first point of contact for Mandarin-speaking prospective and existing clients • Provide real-time Mandarin-to-English and English-to-Mandarin interpretation during calls • Assist with client intake calls and gather required case information • Ensure accurate and clear communication between clients and attorneys • Translate written communications and documents as needed • Manage and route incoming calls using RingCentral • Update and maintain accurate records in MyCase legal management software • Assist attorneys and legal staff with documentation and case-related follow-ups • Coordinate client communications and appointment scheduling • Perform general virtual assistant and administrative duties as assigned • Maintain organized, confidential digital records

• Conduct outbound cold calls to property owners, landowners, and contractors • Use a sales dialer system to manage call volume efficiently • Introduce services confidently and professionally • Identify potential interest or opportunities • Overcome objections and maintain composure during cold outreach • Maintain daily call targets and activity levels • Draft customized follow-up emails after each call • Reinforce the value proposition discussed during outreach • Maintain organized records of outreach and follow-up sequences • Track responses and schedule follow-up calls as needed • Log call outcomes and notes in CRM or tracking sheets • Maintain organized documentation of prospects contacted • Provide weekly activity summaries (calls made, conversations, follow-ups sent, interested leads)

POSITION SUMMARY: The Manager, Scheduling & Referral Systems is responsible for the end-to-end design, optimization, and governance, and strategic evolution of enterprise scheduling and referral workflows that enable timely access and superior patient experience. Reporting to the Director of Access Optimization, this role serves as the Epic subject matter expert for scheduling and referral capabilities (e.g., guided scheduling, decision trees, questionnaires, routing logic, work queues) and operates as a strategic advisor to clinical, operational, ambulatory, and IT leadership. The Manager translates enterprise access strategy into scalable workflows, standards, and performance frameworks, shaping future-state referral and scheduling capabilities that support growth, digital access, equity, and evolving care models. Initially an individual contributor role with functional leadership accountability, the position is expected to assume direct people management responsibilities as the Access Optimization program scales. Position: Scheduling & Referral Systems Manager Department: Ambulatory Operations Schedule: Full Time ESSENTIAL RESPONSIBILITIES / DUTIES: - Own and operationalize enterprise referral standards and lifecycle—from initiation and triage through scheduling, closure, and feedback loops. - Lead the design, build support, and sustainment of Epic guided scheduling tools, including questionnaires, decision trees, visit strategies, and routing logic. - Design, optimize, and govern scheduling and referral work queues: prioritization logic, staffing assumptions, SLAs, and aged-work reduction. - Define a multi-year roadmap for referral and scheduling capability maturation aligned to enterprise access, digital, equity, and growth strategies. - Serve as a strategic advisor to Access Optimization, clinical, and executive leaders on referral and scheduling design trade-offs, investment priorities, and operating models. - Design, optimize, and govern scheduling and referral work queues, including prioritization logic, staffing assumptions, SLAs, and aged-work reduction strategies. - Monitor and own enterprise performance metrics (e.g., referral turnaround time, scheduling latency, appointment conversion, leakage, abandonment) and translate insights into strategic recommendations and action plans. - Partner with IT/Digital/Patient Experience to expand consumer self-service pathways and ensure digital access aligns with enterprise standards. - Anticipate downstream impacts of new care models, service line growth, and payer strategies on referral and scheduling workflows; proactively recommend system-level solutions. - Represent Access Optimization in governance and strategic planning forums; influence system-level decisions through data-driven insights and narrative. - Lead change management for referral and scheduling standards, including communications, training, and adoption monitoring. - May assume direct people leadership responsibilities as the team and function mature. (The above statements in this job description are intended to depict the general nature and level of work assigned to the employee(s) in this job. The above is not intended to represent an exhaustive list of accountable duties and responsibilities required) JOB REQUIREMENTS REQUIRED EDUCATION AND EXPERIENCE: - Bachelor’s degree in healthcare administration, business, informatics, or related field; Master’s preferred. - Minimum five (5) years of experience in ambulatory access, referral management, or clinical operations with demonstrated workflow redesign leadership. - Experience leading cross-functional initiatives and influencing stakeholders across clinical, operational, and IT domains. - Fluency (non-certified or certified) in Epic EHR technologies and workflows (i.e., Cadence, Radiant, Referrals, MyChart, and others). - Proven experience leading complex workflow redesign and cross-functional collaboration. Or equivalent combination of education and experience. PREFERRED EDUCATION AND EXPERIENCE (If none, please enter “N/A”): - Experience with large, multi-specialty provider organizations; safety-net/academic experience preferred. - Hands-on experience with Epic referrals, guided scheduling design, and workqueue stewardship; proficiency with SQL/Excel/BI tools (e.g., Power BI, Qlik) preferred. CERTIFICATIONS, LICENSES, REGISTRATIONS REQUIRED (If none, please enter “N/A”): - Current Epic certification in at least one Epic application is required, or the ability to gain certification within 6 months. CERTIFICATIONS, LICENSES, REGISTRATIONS PREFERRED (If none, please enter “N/A”): - Multiple current Epic certifications specifically in Cadence and Ambulatory; Ability to meet these certifications within 120 days. KNOWLEDGE, SKILLS & ABILITIES (KSAs) (If none, please enter “N/A”): - Deep knowledge of Epic scheduling and referral capabilities, guided scheduling design, and work queue architecture. - Strong analytical skills and familiarity with access performance metrics; ability to translate insights into action. - Exceptional communication and change leadership; effective with executives, providers, and frontline teams. - Focus on patient-centered design and digital access enablement. Compensation Range: $112,000.00- $162,500.00This range offers an estimate based on the minimum job qualifications. However, our approach to determining base pay is comprehensive, and a broad range of factors is considered when making an offer. This includes education, experience, skills, and certifications/licensures as they directly relate to position requirements; as well as business/organizational needs, internal equity, and market-competitiveness. In addition, BMCHS offers generous total compensation that includes, but is not limited to, benefits (medical, dental, vision, pharmacy), discretionary annual bonuses and merit increases, Flexible Spending Accounts, 403(b) savings matches, paid time off, career advancement opportunities, and resources to support employee and family well-being. NOTE: This range is based on Boston-area data, and is subject to modification based on geographic location. Equal Opportunity Employer/Disabled/Veterans According to the FTC, there has been a rise in employment offer scams. Our current job openings are listed on our website and applications are received only through our website. We do not ask or require downloads of any applications, or “apps” job offers are not extended over text messages or social media platforms. We do not ask individuals to purchase equipment for or prior to employment.

• Manage and maintain the CEO’s calendar, including scheduling internal and external meetings across multiple time zones. • Prioritize and resolve scheduling conflicts, ensuring optimal use of the CEO’s time. • Prepare and distribute meeting agendas and relevant materials. • Plan and coordinate complex domestic and international travel, including flights, accommodations, ground transportation, visas, and itineraries. • Provide detailed travel packs with all required documents and confirmations. • Monitor and adjust travel plans proactively in response to changes. • Prepare briefing documents, presentations, and reports ahead of key meetings. • Take detailed meeting notes and track action items for follow-up. • Manage expense reports, reimbursements, and corporate credit card reconciliations. • Draft and proofread emails, memos, and other business correspondence. • Maintain the confidentiality of sensitive company and personal information. • Assist with special projects, events, and initiatives as requested. • Coordinate with other departments to support priorities.