Catena

Financial Planning and Analysis

• Own and manage complex calendars for two founders across multiple stakeholders.
• Coordinate meetings with investors, brokers, and external partners.
• Proactively anticipate conflicts and propose availability aligned with executive priorities.
• Account for time zones, travel time, and realistic meeting buffers.
• Send, update, and manage calendar invites, including Zoom links or in-person logistics.
• Respond to scheduling and coordination emails on behalf of founders using a separate inbox.
• Monitor inbox activity and ensure timely, professional communication.
• Maintain error-free written communication with strong attention to tone and clarity.
• Ensure all meetings, contacts, and activities are accurately logged in HubSpot CRM.
• Maintain structured digital records and file systems.

Executive Assistant – Investment, Finance

Customer Success Manager

• **Your Impact:**
• - Drive patient satisfaction and trust by providing clear guidance and proactive communication throughout the patient journey.
• - Contribute to operational efficiency by coordinating cross-functional efforts with clinical and operations teams.
• - Improve patient outcomes by tracking progress, following up on orders or prescriptions, and ensuring timely resolution of issues.
• - Identify recurring patient challenges and provide actionable feedback to leadership to enhance processes and communication.
• - Support the company’s goal of delivering a consistent, high-quality patient experience that fosters long-term engagement.
• Core Responsibilities**Patient Support & Experience Ownership – 40%**
• - Support patients throughout their journey, ensuring a clear, positive, and consistent experience
• - Respond to patient questions via chat, email, and internal systems with empathy and clarity
• - Take ownership of patient concerns from first interaction through resolution
• - Build trust by communicating next steps, timelines, and expectations effectively
• - Maintain accurate documentation of all patient interactions
• **Guidance & Cross-Functional Collaboration – 25%**
• - Coordinate with clinical, pharmacy, and operations teams to guide patients through required next steps
• - Proactively follow up on open concerns to ensure patients feel supported and informed
• - Escalate patient concerns when needed while remaining accountable for resolution
• **Patient & Order Follow-Ups – 20%**
• - Track patient progress across orders, prescriptions, and services
• - Communicate delays, updates, or required actions proactively
• - Ensure patients have the information needed to move forward confidently
• **Calls, Escalations & Communication – 10%**
• - Handle limited phone interactions to resolve concerns or clarify next steps
• - Document conversations, actions taken, and outcomes clearly
• **Quality, Compliance & Experience Improvement – 5%**
• - Handle sensitive information responsibly and in compliance with healthcare standards
• - Identify recurring patient concerns and share feedback with leadership
• - Contribute to improvements in patient communication and experience

Customer Success Specialist

Customer Support

• Own patient cases end-to-end across chat, email, and internal systems until full resolution
• Investigate issues related to billing, orders, accounts, and service workflows
• Navigate multiple tools and workflows without unnecessary handoffs or dropped cases
• Handle complex or sensitive cases with professionalism, empathy, and accountability
• Maintain clear, accurate, and complete documentation across all systems
• Diagnose root causes of issues across operational, clinical, and pharmacy workflows
• Partner with internal teams to unblock cases and drive resolutions forward
• Escalate issues thoughtfully while retaining ownership of outcomes
• Identify service gaps and ensure they are addressed proactively
• Prepare, review, and organize patient or customer information required for next steps
• Track order, prescription, or service milestones and follow up on delays
• Communicate timelines, requirements, and updates clearly to patients
• Handle limited inbound or outbound calls when required to resolve complex cases
• Document escalations, actions taken, and final outcomes accurately
• Handle sensitive information with strict attention to accuracy, privacy, and compliance
• Identify recurring operational issues and share insights with CX and Operations leads
• Support ongoing workflow and process improvements

Customer Experience Operations Specialist

Executive Assistant

• Track commitments and follow up consistently until completion.
• Flag missed priorities and execution gaps proactively.
• Structure daily and weekly plans to maximize focus and output.
• Adapt plans quickly as priorities and constraints change.
• Own deep, intentional calendar blocking across professional and personal commitments.
• Manage multiple workflows spanning consulting, investing, and personal logistics.
• Proactively block time for workouts, meals, sleep routines, and personal priorities.
• Anticipate constraints and plan around limited availability during meetings.
• Maintain all tasks, planning, and documentation in Notion.
• Organize ideas, drafts, and meeting notes into clear, executable workflows.
• Push work from partial completion to fully shipped using structured execution methods.
• Continuously improve systems using AI and automation.
• Draft and refine emails in the executive’s voice when required.
• Coordinate with external partners such as consultants and finance professionals.
• Manage meeting notes, follow-ups, and relationship touchpoints.
• Support consulting, promotional, and business-related communications.

Senior Executive Assistant – Consulting, Investing

Manager

• Full P&L ownership for the Casino Fans portfolio, including revenue growth, cost control, and EBITDA performance
• Set and execute a clear strategic roadmap balancing short-term performance delivery with long-term brand and product growth
• Drive execution discipline through OKRs, operating cadence, performance tracking, and accountability
• Act as the primary owner and decision-maker for PlayUSA and GamingToday, with an ownership mindset
• Identify, prioritize, and execute growth initiatives, including new content verticals, monetization models, and product-led diversification
• Ensure strong collaboration with Commercial, Product, CRO, and central teams to maximize impact
• Provide clear, data-driven reporting and insights to executive leadership
• Monitor market trends, competitive dynamics, and regulatory considerations to inform strategy and risk management
• Lead and develop a high-performing, cross-functional squad spanning SEO, content, and product, fostering strong engagement and delivery
• Support leaders and individual contributors through coaching, feedback, and capability development, without direct performance ownership
• Partner with HR and leadership to support hiring, development, and succession planning in line with portfolio needs

General Manager

Project Manager

• Manage projects from initiation through completion across multiple workstreams
• Track milestones, timelines, dependencies, and deliverables
• Follow up on action items and ensure closure
• Execute pre-project and launch checklists to ensure readiness
• Monitor project status daily and flag risks or blockers early
• Ensure smooth handoffs between phases and stakeholders
• Maintain clear ownership and accountability for tasks
• Drive projects to completion with minimal supervision
• Maintain high-quality CRM hygiene in HubSpot or similar platforms
• Update records, pipelines, trackers, and project statuses accurately
• Manage reporting documents, trackers, and dashboards
• Serve as point of contact for project-related coordination
• Schedule meetings, manage logistics, and handle follow-ups
• Create and maintain SOPs, checklists, and project templates
• Conduct market, client, or competitive research as needed

Senior Project Manager

Billing Specialist

• Prepare, review, and submit billing claims accurately and on time
• Ensure proper coding and documentation before submission
• Monitor claim status and follow up on unpaid or pending claims
• Maintain detailed billing records and claim documentation
• Investigate denied or rejected claims and identify root causes
• Prepare corrected claims and appeal documentation
• Coordinate with payers and internal teams to resolve issues
• Track denial trends and support process improvements
• Verify insurance coverage, eligibility, and benefits
• Obtain and track required authorizations
• Maintain accurate authorization documentation
• Resolve benefit and coverage discrepancies
• Post insurance and patient payments accurately
• Reconcile remittance advice and explanations of benefits
• Monitor aging reports and prioritize follow-ups
• Escalate discrepancies or unresolved balances
• Respond to billing inquiries via email, phone, or portals
• Provide clear updates on claim status and balances
• Communicate professionally with internal and external stakeholders
• Handle sensitive billing matters with discretion
• Maintain compliance with privacy and billing regulations
• Keep organized, audit-ready billing records
• Follow established billing policies and procedures

Billing Specialist – Senior

• Establish and maintain strong relationships with assigned clients, becoming their trusted point of contact
• Understand clients' business goals, challenges, and needs through regular discovery and consultation
• Act as strategic partner offering proactive solutions aligned with client objectives
• Communicate regularly with clients via email, phone, video conferences, and other channels
• Provide guidance on how clients can best utilize solutions to meet their specific needs
• Build rapport and ensure clients feel valued, supported, and heard throughout their journey
• Handle incoming inquiries, support tickets, and scheduling requests promptly and professionally
• Assist new clients during onboarding, ensuring smooth implementation and setup
• Provide education and training on product features, benefits, and best practices
• Conduct product training sessions to ensure clients are proficient in using offerings
• Guide clients through initial setup with clarity about services, procedures, and expectations
• Facilitate enrollment and verify that all documentation is accurate and complete
• Monitor early adoption patterns and provide proactive support during critical first 90 days
• Ensure clients achieve early wins and understand value proposition clearly
• Monitor and analyze client usage data to identify trends, opportunities, and potential issues
• Identify opportunities for upselling or cross-selling additional products or services
• Collaborate with sales teams to explore potential growth avenues and expansion opportunities
• Track and report key performance metrics related to client success and engagement
• Present business reviews showcasing ROI, usage insights, and recommendations
• Drive account expansion through strategic consultation and value demonstration
• Act as liaison between clients and internal teams (product, engineering, operations, billing) to resolve issues
• Troubleshoot technical problems and escalate concerns appropriately while maintaining client confidence
• Ensure timely and satisfactory issue resolution to maintain client satisfaction
• Partner with Care Operations, Revenue Operations, and other teams to optimize workflows
• Work cross-functionally to address client needs and remove barriers to success
• Advocate for clients internally, ensuring their voice influences product and process decisions
• Maintain up-to-date client interaction records in CRM and management systems
• Gather client feedback to help improve products, services, and internal processes
• Create and maintain reports on client success metrics and KPIs
• Identify opportunities to improve internal workflows and contribute to operational efficiency
• Support compliance requirements (HIPAA in healthcare contexts) and maintain confidentiality
• Document best practices, success stories, and lessons learned for team knowledge sharing

Business Development Rep

• Lead Generation & Strategic Prospecting (30%)
• - Identify and qualify potential clients through research, outbound calls, LinkedIn outreach, and email campaigns
• - Research target organizations across healthcare, finance, logistics, and B2B SaaS industries
• - Identify decision-makers, navigate gatekeepers, and adapt outreach strategies in real-time
• - Approach conversations with curiosity and insight—ask smart, consultative questions that make prospects think differently
• - Utilize channels like LinkedIn Sales Navigator, cold calling, and referrals to generate qualified lead pipeline
• - Research potential customers, industries, and market opportunities systematically
• - Initiate strategic outreach to key decision-makers in targeted companies
• - Meet consistent outbound performance expectations (100 dials per day, 100 personalized emails)
• Client Engagement & Discovery Conversations (25%)
• - Engage prospects with professionalism, empathy, and consultative communication style
• - Conduct discovery conversations to uncover needs, pain points, and workflow challenges (~20 conversations per day with prospects)
• - Position solutions effectively while actively listening and adapting messaging
• - Understand healthcare operations, burnout issues, and link value to real-world business challenges
• - Drive meaningful, insight-based conversations that demonstrate business acumen
• - Ask thoughtful, unexpected questions that differentiate your approach from competitors
• - Achieve at least 5 meaningful conversations daily with decision-makers or influencers
• - Build and maintain relationships with potential customers, understanding their needs deeply
• Appointment Setting & Relationship Building (20%)
• - Schedule qualified meetings by establishing credibility and trust (consistently 2-3 qualified meetings per day)
• - Maintain persistence and organization—track follow-ups and priorities meticulously
• - Balance assertiveness with empathy—build trust, not pressure
• - Engage prospects through personalized follow-ups, guiding them through sales funnel
• - Ensure smooth handover to sales team with comprehensive context and qualification notes
• - Conduct product demos and presentations highlighting value proposition
• - Address concerns and objections with strategic responses that move deals forward
• - Nurture relationships over time for prospects not yet ready to engage
• Negotiation & Deal Progression (15%)
• - Navigate complex B2B sales cycles with strategic thinking and business judgment
• - Handle objections professionally using active listening and consultative problem-solving
• - Negotiate and progress deals toward qualified meetings or closures
• - Collaborate with sales teams to achieve revenue targets and business objectives
• - Support end-to-end sales process from lead generation through deal closure when appropriate
• - Ensure customer satisfaction during qualification and initial engagement phases
• - Position products as solutions by understanding and articulating ROI clearly
• CRM Management, Data Tracking & Process Improvement (10%)
• - Maintain accurate, detailed records of all outreach and conversations in CRM (Notion, HubSpot, Salesforce)
• - Track and analyze performance metrics to refine strategies and improve conversion rates
• - Monitor market trends, competition, and industry developments to identify opportunities
• - Maintain up-to-date records of sales activities and customer interactions
• - Partner with marketing teams to enhance messaging and campaign alignment
• - Share market insights to support sales strategy development and positioning
• - Learn fast—absorb healthcare terminology, technical concepts, and industry context quickly
• - Contribute to continuous improvement of outbound processes and playbooks

Business Development Representative – Senior

Product Designer

• Conduct user research and usability testing
• Analyze user behavior and identify experience gaps
• Create personas, user journeys, and flow diagrams
• Translate research insights into actionable design solutions
• Create low- to high-fidelity wireframes
• Build interactive prototypes to demonstrate user flows
• Design responsive layouts across devices
• Iterate designs based on feedback and testing results
• Design polished, pixel-perfect interfaces aligned with brand guidelines
• Create reusable UI components and patterns
• Design conversion-focused landing pages and product interfaces
• Build and maintain scalable design systems
• Collaborate with developers on design system implementation
• Plan and execute usability testing sessions
• Analyze findings and iterate on designs
• Optimize user flows based on data and feedback
• Partner with product managers and developers
• Present design concepts and rationale to stakeholders
• Participate in reviews, planning sessions, and critiques

Senior UI/UX Designer

Video Editor

• Your Impact
• Bring stories to life — Transform raw footage into emotionally resonant, visually compelling content
• Shape brand narratives — Your creative and technical skill will influence how global brands communicate with their audiences
• Drive engagement — Create content that captures attention, builds connections, and delivers measurable results
• Set quality standards — Elevate production quality and maintain visual consistency across multiple projects
• Core ResponsibilitiesVideo Editing & Storytelling — 35%
• Edit raw video footage into cohesive, engaging narratives aligned with project goals
• Select the best takes, sequences, and pacing to maintain narrative flow
• Shape interviews, b-roll, and visuals into emotionally resonant stories
• Identify and extract high-performing moments from long-form content for short-form distribution
• Post-Production & Visual Enhancement — 30%
• Apply color correction, grading, transitions, and visual effects
• Execute motion graphics, titles, animations, and overlays that enhance storytelling
• Integrate music, sound effects, and voiceover elements for cinematic polish
• Optimize content for various platforms (social media, web, broadcast)
• Platform-Specific Content Creation — 15%
• Create and optimize content for TikTok, Instagram Reels, YouTube Shorts, and other vertical platforms
• Stay current with platform trends, algorithm dynamics, and emerging editing styles
• Adapt content to platform-specific best practices and audience behaviors
• File Management & Quality Control — 10%
• Manage file organization, version control, and final delivery assets
• Maintain structured project files for accessibility and team efficiency
• Conduct detailed quality checks for both visual and audio precision
• Creative Collaboration & Communication — 10%
• Work closely with producers, creative leads, and clients to align on creative direction
• Interpret creative briefs and translate them into actionable editing plans
• Communicate effectively with remote teams on revisions, updates, and feedback
• Receive and implement constructive feedback in fast-paced environments

Senior Video Editor

Ecommerce

• Manage seller and vendor accounts across major eCommerce platforms
• Monitor account health metrics, policy compliance, and performance indicators
• Proactively identify and resolve account issues, warnings, or violations
• Handle escalations including suspensions, suppressed listings, or policy flags
• Maintain accurate documentation, SOPs, and platform compliance standards
• Serve as primary point of contact for assigned client accounts
• Provide regular updates, performance insights, and operational guidance
• Manage expectations, timelines, and escalations professionally
• Build consultative relationships focused on long-term growth and trust
• Create and optimize product listings for visibility and conversion
• Implement keyword research and platform-specific SEO best practices
• Optimize titles, descriptions, images, and enhanced brand content
• Conduct competitive analysis and pricing optimization
• Ensure brand consistency and catalog accuracy across platforms
• Monitor sales, traffic, and conversion performance
• Track KPIs including revenue, sessions, buy box %, and ad performance
• Generate performance reports and dashboards
• Identify trends, risks, and growth opportunities
• Coordinate inventory, fulfillment, logistics, and customer service issues
• Support promotions, product launches, and catalog expansion
• Resolve order, refund, and operational issues affecting account health
• Identify new sales channels, marketplaces, or category expansion opportunities
• Recommend growth strategies, advertising initiatives, and operational improvements
• Support client expansion and long-term revenue scaling efforts

eCommerce Manager

Account Executive

• Sales Prospecting & Lead Conversion
• Respond promptly to inbound leads via phone, email, or scheduled meetings
• Conduct outbound calls and emails to warm leads generated through marketing campaigns
• Identify and pursue new business opportunities through strategic prospecting
• Develop and execute sales strategies targeting ideal customer profiles
• Qualify leads effectively to prioritize high-value opportunities
• Address client questions and present platform value propositions clearly and compellingly
• Convert prospects into active accounts through consultative selling approach
• Achieve or exceed monthly and quarterly sales targets consistently
• Client Relationship Management & Onboarding
• Build strong relationships with decision-makers including administrators, directors, and hiring managers
• Onboard new clients by assisting them in creating and activating their accounts
• Guide new users through initial setup and ensure they achieve first value milestones
• Present customized solutions addressing specific client needs and pain points
• Provide exceptional client support throughout the sales journey
• Follow up with accounts that haven't completed onboarding to drive engagement and revenue
• Cultivate lasting partnerships that lead to renewals, expansions, and referrals
• Act as trusted advisor understanding client business objectives and challenges
• Product Demonstrations & Solution Presentations
• Develop in-depth understanding of company platforms, features, and value propositions
• Conduct compelling product demonstrations showcasing platform capabilities
• Effectively communicate value through presentations, demos, and proposals
• Tailor demonstrations to address specific client use cases and requirements
• Handle objections professionally and provide solutions that address concerns
• Articulate complex technical concepts in accessible, business-focused language
• Showcase ROI and business impact through data-driven presentations
• Stay current on product updates, new features, and competitive positioning
• Pipeline Management & Performance Tracking
• Maintain robust sales pipeline tracking all opportunities from lead to close
• Manage multiple leads and follow-ups efficiently with strong organizational systems
• Track activities, progress, and outcomes accurately in CRM tools (HubSpot, Salesforce)
• Report on sales performance including conversion rates, deal velocity, and revenue metrics
• Forecast revenue accurately based on pipeline health and historical conversion data
• Prioritize opportunities based on deal size, likelihood to close, and strategic value
• Maintain accurate records of all customer interactions and account status
• Analyze pipeline metrics to identify bottlenecks and optimization opportunities
• Collaboration & Strategic Development
• Work closely with marketing teams to improve messaging, campaigns, and lead quality
• Provide client insights and feedback to product teams for feature development
• Collaborate with customer success teams to ensure smooth handoffs post-sale
• Share best practices, winning strategies, and competitive intelligence with sales team
• Participate in sales strategy sessions and contribute to go-to-market planning
• Represent company at industry events, conferences, or virtual networking opportunities
• Contribute to sales playbook development and refinement of sales processes

Account Executive – Senior

Operations

• Generate 2,000–2,500 qualified and verified acquisition leads per week across essential services sectors.
• Identify, synthesize, and validate public and proprietary data sources to surface acquisition targets.
• Develop proxy metrics to estimate business size, quality, and seller motivation using creative datasets.
• Analyze outreach performance and refine qualification criteria based on connect-rate and conversion data.
• Build and maintain automated prospecting workflows using no-code and AI-powered tools.
• Develop agents to scrape, clean, enrich, and verify business and contact data at scale.
• Integrate multiple databases into unified lead scoring and routing workflows.
• Automate verification and enrichment steps to maximize speed, accuracy, and consistency.
• Manage Airtable-based CRM workflows supporting high-volume outbound activity.
• Maintain ≥85% verification accuracy across phone and email datasets.
• Prepare clean, call-ready datasets for daily outbound efforts and agent usage.
• Collaborate with sales and investment teams to iterate on targeting logic and prioritization.

M&A Research & Operations Lead – Private Equity / M&A Advisory

Email Marketing Manager

• Drive user activation, engagement, and revenue through automated lifecycle email programs.
• Increase retention and conversion by designing and optimizing end-to-end customer journeys.
• Provide actionable insights from email performance to influence Product and Growth strategy.
• Establish email as a core communication channel that reflects a polished, human, and cohesive brand voice.
• Streamline email marketing processes for efficiency, accuracy, and scalability.
• Core Responsibilities**Lifecycle Infrastructure & Orchestration – 40%**
• Own and manage the ESP and CRM stack, ensuring smooth integration with product data.
• Build and maintain dynamic user segments based on behavioral and usage data.
• Maintain list hygiene and compliance with GDPR, CAN-SPAM, and related regulations.
• Architect end-to-end automated journeys: Welcome, Onboarding, Activation, Nurture, Upsell, and Win-back flows.
• **Lifecycle Strategy & Optimization – 30%**
• Define and execute lifecycle strategy across the full user funnel.
• Identify friction points and design targeted interventions to improve activation and retention.
• Run A/B tests on subject lines, timing, layouts, messaging, and CTAs.
• Monitor key performance metrics and translate results into actionable recommendations for Product and Growth teams.
• **Campaign Execution & Creative – 30%**
• Design, write, and build high-quality, visually compelling emails aligned with brand standards.
• Own newsletters, product updates, feature launches, and community communications.
• Ensure proper rendering across devices and inbox providers.
• Customize and troubleshoot email templates using HTML/CSS as needed.