Boldr

Data Engineer

• Lead the design, development, and optimization of ETL and data pipelines across multiple platforms, ensuring reliability, scalability, and performance.
• Define and implement best practices for data integration, transformation, quality, security, and governance.
• Manage data migrations, archival processes, and integrations across various systems and databases.
• Create and maintain advanced data visualizations, dashboards, and analytical models (e.g., Power BI or equivalent) to support business insights and decision-making.
• Collaborate with cross-functional teams to define data requirements, translate business needs into technical solutions, and deliver high-quality outcomes.
• Implement and configure platform components and new features for both new and existing clients.
• Set up and maintain unified data models across disparate data sources, ensuring consistency and accessibility.
• Regularly engage with customers to gather requirements, scope and prioritize incoming technical requests, and provide hands-on implementation support.
• Troubleshoot and resolve technical issues, continuously improving system performance and reliability.
• Develop sustainable and automated solutions to address recurring issues, contributing to internal tools and process optimization.
• Maintain detailed documentation and build internal knowledge bases for configurations, workflows, and best practices.
• Mentor and support team members, fostering technical growth and adherence to best practices.
• Collaborate with Product and Engineering teams to provide actionable feedback that enhances the platform and customer experience.
• Promote and uphold Boldr’s values by supporting cross-team collaboration, contributing to a positive culture, and operating with integrity and purpose.

Senior Data Engineer

Chief Operating Officer

• Own how decisions get made at Boldr: who sets the bar, who owns the call, who carries it out. Keep decision rights clear so the business moves without stalling or reopening settled calls.
• Build the operating cadence that keeps every function aligned: the reviews, the metrics, and the rhythm that turn strategy into delivery.
• Make sure big commercial and operational decisions get real cross-functional scrutiny before they are committed, so no single function carries a decision alone.
• Partner directly with the CRO to ensure revenue targets are funded by operational and financial reality, not aspiration.
• Hold a clear understanding of key client relationships and the health of the revenue pipeline.
• Ensure commercial commitments are operationally and technically deliverable before they are made, closing the gap between what is sold and what is built.
• Identify and act on growth opportunities that align with Boldr's mission, margin, and systems capacity.
• Own Boldr's operating technology stack; the platforms, tools, and integrations that run People, Finance, and Delivery across five geographies.
• Set the systems roadmap: prioritise, sequence, and resource implementations (HRIS, workforce, and operations platforms) so they land and get adopted, not just bought.
• Build the data infrastructure that gives the CEO and leadership a single, trusted view of performance: operational, commercial, and financial.
• Drive automation and responsible AI adoption across the operation to lift productivity, quality, and margin.
• Make systems readiness a precondition for scale: security, integration, and resilience built in, not bolted on.
• Hold direct ownership of the operating P&L and budget. Make the resource and cost decisions inside operations that balance growth with responsible stewardship.
• Own cost discipline and operating forecasts across the operating functions. Partner with the CFO on company-level planning, capital allocation, and reporting.
• Give the CEO clear, candid financial visibility on operating performance, risks, and outlook.
• Treat financial discipline as a standard, not a constraint, and make the operating numbers legible through better systems and data.
• Through VP CX, own Boldr's delivery standard. Define what "great" looks like at scale and hold the organisation accountable to it.
• Ensure client NPS, retention, and service metrics are managed proactively, not reactively; instrumented through reliable systems and data.
• Act as the executive escalation point for high-stakes client issues, and ensure the system learns from every escalation.
• Drive the continuous improvement of Boldr's CX practice as a competitive differentiator.
• Build and maintain the operating infrastructure that supports growth without breaking culture or quality.
• Own cross-geo execution: process discipline, systems readiness, and accountability frameworks across PH, ZA, MX, CA, and US.
• Identify and resolve structural constraints before they become crises.
• Ensure every geography feels resourced, connected, and clear on how it contributes to the whole.
• Lead a high-performing senior team. Set the standard for how Boldr's leaders lead.
• Model Boldr's values in how you operate: with accountability, candour, curiosity, and care.
• Make the culture feel real in operations, not aspirational in documents.
• Lead change well. Boldr is scaling fast, so this role owns transformation and change management: bringing people with you, not just rolling out new systems and structures.
• Keep the CEO informed, not surprised; clear, timely reporting on performance, risks, and material decisions, backed by reliable data.
• Represent operations at executive level when required; present with clarity and confidence.
• Ensure regulatory and governance compliance across all operating geographies.
• Maintain the integrity of Boldr's B-Corp certification in how operations are structured and run.

Associate

• Review new insurance orders to ensure they have all the critical information needed to be processed by medical insurance and help find missing information if possible.
• Tag valid orders accurately so they can move to the next processing step.
• Encode data needed to the database accurately to avoid any issues.
• Flag any orders that are missing key information or fall outside of the process guidelines.
• Verify prescriptions for durable medical equipment, following a strict set of guidelines to determine their validity:
• If the prescription is invalid, follow instructions to request an updated prescription from the healthcare provider.
• Add valid prescriptions to customers’ orders and tag orders appropriately so they can move to the next step of processing.

Data Services Associate

• Request and track preauthorizations for insurance-eligible orders in alignment with payer requirements
• Upload authorization details into the order processing platform and attach documentation to the correct order and patient record
• Update order status to continue processing upon approval or cancel appropriately if authorization is denied or not obtained
• Validate active insurance status at final API check prior to order progression
• Process inbound faxes related to authorization documentation and ensure proper system attachment
• Conduct outreach to customers when insurance coverage is nearing expiration, when applicable
• Meet or exceed daily production targets while maintaining high documentation accuracy
• Minimize downstream rework by ensuring clean data entry and complete documentation
• Escalate payer-related discrepancies, missing documentation, or API mismatches to the appropriate team lead
• Collaborate with internal teams to support workflow continuity and optimize processes
• Support additional operational workflows when queue stability allows, completing cross-training and assisting other teams as needed

Senior Data Services Associate

Social Media Manager

• As a Customer Advocate with a social media focus, you will be responsible for managing and responding to customer inquiries and feedback across various social media platforms.
• Monitor and actively engage with customer inquiries and comments on Tractive's social media channels.
• Respond to customer inquiries promptly, providing accurate information and resolutions.
• Build and maintain positive relationships with customers through social media interactions.
• Acknowledge and appreciate positive customer feedback and address concerns with empathy and professionalism.
• Investigate and resolve customer issues and complaints via social media, ensuring customer satisfaction.
• Collaborate with Tier 1 and Tier 2 support teams when necessary to resolve complex issues.
• Share relevant content, updates, and announcements on social media platforms to engage and inform our customer base.
• Compile and report customer feedback, trends, and insights from social media to the relevant teams within the organization.
• Advocate for improvements in our products and services based on social media feedback.
• Adhere to company guidelines and policies when representing Tractive on social media platforms.

Social Media Customer Advocate – Influencer

• As a Customer Advocate with a social media focus, you will be responsible for managing and responding to customer inquiries and feedback across various social media platforms.
• Monitor and actively engage with customer inquiries and comments on Tractive's social media channels, including but not limited to Facebook, Twitter, Instagram, and YouTube.
• Respond to customer inquiries promptly, providing accurate information and resolutions.
• Build and maintain positive relationships with customers through social media interactions.
• Acknowledge and appreciate positive customer feedback and address concerns with empathy and professionalism.
• Investigate and resolve customer issues and complaints via social media, ensuring customer satisfaction.
• Collaborate with Tier 1 and Tier 2 support teams when necessary to resolve complex issues.
• Share relevant content, updates, and announcements on social media platforms to engage and inform our customer base.
• Compile and report customer feedback, trends, and insights from social media to the relevant teams within the organization.
• Advocate for improvements in our products and services based on social media feedback.
• Adhere to company guidelines and policies when representing Tractive on social media platforms.

Customer Advocate

• - You will interact with customers across multiple channels (SMS, email, chat, phone) to provide and process accurate, valid, and complete information with the highest degree of empathy, courtesy, and professionalism.
• - Handle customer consultation calls, technical troubleshooting, escalations, and complex investigations.
• - Troubleshoot product or service-related issues by investigating root causes, collaborating with internal teams, and ensuring timely resolution.
• - Perform problem tracking and ensure that issues are properly prioritized, documented, tracked, and resolved.
• - Proactively identify customer needs and offer thoughtful solutions, accommodations, or next steps—whether through direct support or referral to other teams..
• - Ensure proper and timely escalation of issues to meet internal and external expectations.
• - Identify opportunities and recommendations for continuous process improvement.
• - Identify patterns in customer feedback or pain points and surface actionable insights to improve tools, content, or processes.
• - Participate in initiatives that help scale support operations, optimize workflows, and enhance the overall customer experience.
• - You are expected to deliver service excellence and maximize customer satisfaction.
• - Work with the external team to stay updated on product and service knowledge.

Senior Customer Advocate – Project-based

QA Engineer

• Perform assessment of customer interactions (phone, email, chat).
• Complete regular audits of team members against Boldr’s expectations, through documentation and data reporting.
• Track, document, escalate, or resolve QA issues to meet internal and external expectations.
• Identify opportunities and provide recommendations for continuous improvement initiatives by providing feedback to the development of the team based on their assessments.
• Check compliance of each team member to processes established by the client and capture errors, le.including language such as grammar lapses, wordy phrases, spelling errors, data inaccuracy, etc.
• Review data output against guidelines provided by the client and provide weekly summaries of the outcomes to the SBU leadership.
• Maintain focus on data integrity and producing work of the highest quality.
• Provide timely reports and data and trends analysis.
• Assess the current QA framework and provide recommendations to ensure the QA process and results are realistic and correlate with other metrics like CSAT.
• Build and create reporting outlines, QA Scorecard, QA Audit Forms, QA process guides, and templates.
• Carry out the implementation or adoption of QA tools (e.g., SolidRoad, ScoreBuddy), ensuring proper setup and documentation.
• Conduct program education classes as directed by Management.
• Participate in calibration sessions to ensure that all teams are aligned with the set QA guidelines.
• Join client-facing meetings when required to speak to QA standards and best practices.

Quality Assurance Specialist

Human Resources

• Manage the day-to-day HR Operations of your assigned teams.
• Serve as the strategic People advisor to assigned business units.
• Own the end-to-end People strategy for your portfolio, aligning talent initiatives with operational goals, client expectations, and organizational growth plans.
• Lead the design and execution of People programs that foster a high-performance culture focused on accountability, engagement, productivity, and continuous development.
• Partner closely with senior leaders to proactively identify workforce risks, talent gaps, and organizational needs, ensuring sustainable business performance.
• Assist with the people strategy for assigned teams, aligning workforce planning, engagement, and performance initiatives with business objectives.
• Ensure data accuracy and integrity within the HRIS for assigned business units.
• Partner with People Development and business leaders to drive the effective execution of performance development policies.
• Own the end-to-end employee lifecycle strategy within assigned business units.
• Partner with leadership to identify capability gaps and implement targeted enablement strategies.
• Drive proactive employee relations strategies to establish a positive employer-employee relationship.
• Own labor compliance governance for assigned business units.
• Lead People readiness during seasonal ramp-ups and business expansions.
• Take on any additional duties consistent with your skills and experience, as directed by your manager.

Senior HR Business Partner

• Manage the day-to-day HR Operations of your assigned teams
• Serve as the strategic People advisor to assigned business units
• Own the end-to-end People strategy for your portfolio, aligning talent initiatives with operational goals, client expectations, and organizational growth plans
• Lead the design and execution of People programs that foster a high-performance culture focused on accountability, engagement, productivity, and continuous development
• Partner closely with senior leaders to proactively identify workforce risks, talent gaps, and organizational needs
• Drive proactive employee relations strategies to establish a positive employer-employee relationship and promote a high level of employee morale and motivation
• Own labor compliance governance for assigned business units, leading investigations and mitigating legal risks
• Lead People readiness during seasonal ramp-ups and business expansions
• Take on any additional duties consistent with your skills and experience, as directed by your manager.

Support Engineer

• Installs, modifies, and makes minor repairs to computer hardware and software systems.
• Resolves tickets representing staff-generated technical requests or problems and troubleshoots technical and process issues to maintain productivity.
• Consults with users to determine appropriate hardware and software needs.
• Maximizes computer systems capabilities by studying technical applications and making recommendations.
• Tests compatibility of new programs with existing ones.
• Confirms program objectives and specifications by testing new programs, comparing them with established standards, and making modifications.
• Evaluates vendor-supplied software by studying user objectives and testing software compatibility with existing hardware and programs.
• Installs software and necessary applications for workflow.
• Trains users on new software through a variety of tutorial channels, including self-guided training videos, user manuals, and digital instruction pages, often in collaboration with technical writers.
• Maintains system capability.
• Carries out software, network, and database performance tuning.
• Documents hardware and software updates.
• Keeps up to date on technical advancements by attending educational workshops, reviewing professional publications, and participating in professional societies.
• Prepares reference material for users by drafting operation instructions
• Support other team members to ensure program success

Technical Support Advocate, T1

Sales

• Understand the products inside and out and articulate our value proposition clearly.
• Conduct system demos to potential clients.
• Own inbound customer conversations from initial inquiry through conversion, delivering fast, thoughtful, and high-quality responses via chat, email, SMS, and phone
• Proactively follow up with leads using structured, multi-touch outreach to re-engage prospects and reduce drop-off
• Identify and prioritize high-intent opportunities to focus effort where it drives the most conversion impact
• Understand the product offering deeply and clearly articulate value propositions to prospective customers
• Conduct guided conversations and product walkthroughs where applicable to support decision-making
• Continuously surface insights from customer interactions, including common objections, friction points, and gaps in the experience
• Support continuous improvement of messaging, scripts, and conversion workflows by sharing what is and isn’t working
• Maintain accurate tracking of customer interactions using CRM and communication tools

Senior Customer Sales Advocate

Accounting Manager

• Assist with processing invoices monthly (inventory and non-inventory) with accuracy and timeliness
• Ensure proper coding, documentation, and approvals in line with company policies
• Perform 3-way match (PO, receipt, invoice) and resolve discrepancies
• Maintain compliance with internal controls and audit requirements
• Investigate and resolve invoice discrepancies and payment issues
• Partner with vendors and internal stakeholders to ensure smooth resolution
• Respond to vendor inquiries and maintain strong relationships
• Help ensure timely and accurate payments
• Assist with month-end close activities related to AP
• Support reconciliations and reporting as needed
• Identify opportunities to improve workflows, automation, and efficiency
• Participate in system and process enhancements
• Assist with ad-hoc projects when necessary
• Maintain accurate financial records and support bookkeeping activities as needed
• Provide support for internal and external audits
• Handle sensitive financial information in a confidential manner

Senior Data Engineer

Chief Operating Officer

Chief Operating Officer

Data Services Associate

Senior Data Services Associate

Social Media Customer Advocate – Influencer

Social Media Customer Advocate – Influencer

Senior Customer Advocate – Project-based

Quality Assurance Specialist

Senior HR Business Partner

Senior HR Business Partner

Technical Support Advocate, T1

Technical Support Advocate, T1

Senior Customer Sales Advocate

Senior Accounting Associate