CrewBloom

General

• Own and manage the full cradle-to-grave cycle, from business development to execution and follow-up
• Build, grow, and maintain an active book of business
• Identify and pursue new opportunities through strategic prospecting and consultative selling
• Act as the primary point of contact for clients, fostering long-term relationships
• Oversee end-to-end execution, ensuring timelines, expectations, and service quality are met
• Handle negotiations, coordination, tracking, and issue resolution independently
• Continuously monitor performance to optimize revenue and profitability
• Collaborate with internal support teams for administrative and operational processes when needed

Freight Broker

• Coordinating patient appointments, follow-ups, and care journeys
• Managing inbound and outbound patient communication
• Maintaining accurate and up-to-date patient records
• Proactively reducing missed appointments and delays
• Acting as the bridge between patients and care providers

Patient Care Coordinator – NCLEX

• Market Penetration: You will establish our AP and SAT prep programs as the "gold standard" within your school, moving the needle on brand awareness from zero to top-of-mind.
• Community Cultivation: You’ll design and host high-value info-sessions and Q&A rounds that provide genuine strategic value, positioning yourself as the go-to authority for test prep strategies.
• Content Authority: You will translate professional marketing materials into authentic, "student-to-student" narratives that resonate on social media and school forums.
• Lead Generation: You will identify high-intent students and successfully bridge the gap between their academic goals and our enrollment team through strategic referrals.

Campus Ambassador

• The ABA Case Coordinator is a high-impact operations professional responsible for the seamless execution of client-therapist scheduling, authorization management, and service continuity.
• Positioned at the vital junction of clinical operations and client services, this role ensures that every client receives their prescribed care while therapists maintain balanced, efficient schedules.
• This is a proactive, high-ownership role. You aren’t just managing a calendar; you are driving the organization’s ability to meet clinical outcomes, maintain Medicaid compliance, and retain a satisfied workforce through precision, urgency, and professional problem-solving.
• ResponsibilitiesStrategic Scheduling & Staffing
• - Precision Matching: Pair RBTs/BTs with clients based on location, availability, language, and clinical fit
• - Schedule Optimization: Build and oversee comprehensive weekly/monthly schedules for the entire caseload
• - Rapid Response: Resolve scheduling disruptions (cancellations or PTO) with same-day urgency to maintain continuity of care
• - Capacity Monitoring: Track therapist workloads to prevent burnout while ensuring maximum coverage across service areas
• Authorization & Regulatory Compliance
• - Utilization Tracking: Monitor authorized hours to ensure full usage within approval windows, preventing revenue loss and ensuring Medicaid adherence
• - Proactive Renewals: Alert clinical and billing departments of upcoming authorization expirations well in advance
• - Data Integrity: Maintain meticulous, real-time records within Zoho and other EHR systems to ensure audit-ready documentation
• Cross-Functional Coordination
• - Primary Liaison: Act as the central point of contact for therapists regarding caseloads and logistics
• - Clinical Collaboration: Partner with BCBAs to ensure scheduling aligns with treatment plans and supervision mandates
• - Family Engagement: Communicate professionally with client families regarding session updates and confirmations
• - Onboarding Support: Work with the Intake team to transition new clients from approval to their first session smoothly
• Data Management & Reporting
• - Performance Metrics: Generate weekly reports for the Operations team detailing coverage rates, utilization, and staffing gaps
• - Trend Analysis: Identify and flag patterns in cancellations or no-shows to inform future workforce planning
• - Real-Time Updates: Ensure all data entry in Zoho is completed on the same business day the change occurs

ABA Case Coordinator

Manager

• Identify and generate new business opportunities through outbound prospecting, referrals, networking, and market research.
• Qualify leads by assessing business needs, purchasing potential, and alignment with company offerings.
• Maintain accurate and up-to-date lead records within CRM systems and sales databases.
• Collaborate closely with the sales team to ensure timely lead follow-up and effective conversion strategies.
• Monitor and manage the sales pipeline, ensuring consistent lead progression through the sales funnel.
• Build and maintain relationships with prospective wholesale customers, distributors, and business partners.
• Track lead generation activities and performance metrics, providing regular reports and insights to management.
• Support marketing initiatives, campaigns, trade shows, and other lead generation efforts.
• Conduct market and competitor research to identify new business opportunities and emerging industry trends.
• Continuously evaluate and improve lead generation processes to maximize efficiency and conversion rates.

Lead Manager

• Conduct outbound cold calls using a provided script.
• Follow up with potential clients via prewritten emails.
• Enter all activities and data into HubSpot CRM.
• Update notes and move deals through various stages within the CRM.
• Set up phone appointments for potential clients to speak with our sales professionals.
• Achieve a minimum of 50 calls/contacts per day.

Cold Caller – Part-time

• Claims Processing: Prepare and submit accurate medical claims to insurance companies, Medicare, and Medicaid for reimbursement.
• Billing: Generate and send invoices to patients for services rendered, following up on outstanding balances and resolving billing discrepancies.
• Insurance Verification: Verify patients' insurance coverage and eligibility, ensuring all necessary authorizations and referrals are obtained before services being rendered.
• Coding: Assign appropriate medical codes (ICD-10, CPT, HCPCS) to diagnoses and procedures for billing purposes, ensuring compliance with coding guidelines and regulations.
• Payment Posting: Record and reconcile payments received from insurance companies and patients, applying them to the appropriate accounts in the billing system.
• Denial Management: Investigate and appeal claim denials and rejections, identifying and addressing root causes to prevent future issues.
• Patient Communication: Communicate with patients regarding billing inquiries, payment plans, and financial assistance options, providing excellent customer service while resolving concerns.
• Documentation: Maintain accurate and up-to-date records of billing activities, including claims submissions, payments, and correspondence with insurance companies and patients.
• Compliance: Adhere to all relevant healthcare regulations, including HIPAA and billing compliance guidelines, to ensure the integrity and confidentiality of patient information.

Medical Biller

• Serve as a clinical resource for members seeking guidance on screenings or other preventive measures to optimize overall health for members and their families.
• Provide clinical support to the Support team, handling live member calls, emails, and chats for members seeking clinical assistance during their use of the program.
• Lead the internal review of client plan documents, preparing benefit coverage summaries for the Provider Relations and Support team to answer members’ questions.
• Provide notice of coverage documentation outlining specific protocols for certain specialties (e.g., physical therapy, chiropractic visits, oncology, bariatric procedures).
• Serve as a clinical point of contact for providers with clinical coverage questions regarding treatment options, second opinion options, and alternative treatment plans.
• Follow up with pending items, ensuring members are updated promptly and responsively.
• Adhere to documentation standards to ensure all provider support and member support questions are properly logged and documented for client reviews, analytical reviews, and legal purposes.
• Initiate and oversee the creation of infographics and other marketing materials for key healthcare awareness months (e.g., Breast Cancer Awareness, Colon Cancer Awareness, Diabetes Education, Menopause).
• Proactively provide ideas on how to market or serve our member base more effectively.
• Become proficient in the client’s program knowledge to provide the highest level of support and service to members.
• Work on special projects deemed key by management or at the suggestion of staff, collaborating with management on project priorities as needed.
• Perform other miscellaneous office duties as needed.

Care Coordinator

• - Train and coach new and current employees in the Verification Department.
• - Administrative responsibilities related to verifications and submitting End of Day reports as may be required in support of management.
• - Conduct queue cleanup.
• - Perform Quality Assurance (QA) and WIP checks for all agents to ensure that processes are followed.
• - Assist hiring managers in the interviewing and hiring process.
• - Process verification files.
• - Perform other duties as assigned.

Verifications Team Lead

• Manage the client's hygiene department’s schedule to maximize efficiency and productivity.
• Contact patients to schedule dental work with hygienists and doctors.
• Assist in keeping the hygiene department’s schedule full and running smoothly.
• Ensure that patient costs are discussed and agreed upon before appointments.
• Confirm appointments quickly and keep the schedule full at all times.
• Follow up with patients to ensure treatment plans are completed.
• Handle patient inquiries related to their treatment.
• Coordinate with insurance companies to gather complete information on benefits and eligibility.
• Reactivate patients who need to return to complete their treatment.
• Work closely with Accounts and Insurance when providing patients with cost estimates.
• Respond swiftly to any unexpected changes in patient schedules.
• Assist patients with pre-medications or any medications as directed by the doctor.
• Maintain detailed notes and records of all interactions with patients.
• Collaborate with the back office to schedule patients who are awaiting cases from the Dental Lab.

Patient Coordinator, Dental

• Provide exceptional customer service to patients and their families.
• Handle patient inquiries and concerns promptly and professionally, ensuring a positive experience.
• Coordinate appointments, referrals, and follow-up care as needed.
• Communicate effectively with healthcare providers and other staff members to ensure seamless patient care.
• Maintain accurate and up-to-date patient records and documentation.
• Assist with administrative tasks such as scheduling, billing, and insurance verification.
• Collaborate with interdisciplinary teams to optimize patient outcomes and satisfaction.
• Adhere to all HIPAA regulations and maintain patient confidentiality at all times.

Patient Care Specialist

• - **Claims Processing:** Prepare and submit accurate medical claims to insurance companies, Medicare, and Medicaid for reimbursement.
• - **Billing:** Generate and send invoices to patients for services rendered, following up on outstanding balances and resolving billing discrepancies.
• - **Insurance Verification:** Verify patients' insurance coverage and eligibility, ensuring all necessary authorizations and referrals are obtained before services being rendered.
• - **Coding:** Assign appropriate medical codes (ICD-10, CPT, HCPCS) to diagnoses and procedures for billing purposes, ensuring compliance with coding guidelines and regulations.
• - **Payment Posting:** Record and reconcile payments received from insurance companies and patients, applying them to the appropriate accounts in the billing system.
• - **Denial Management:** Investigate and appeal claim denials and rejections, identifying and addressing root causes to prevent future issues.
• - **Patient Communication:** Communicate with patients regarding billing inquiries, payment plans, and financial assistance options, providing excellent customer service while resolving concerns.
• - **Documentation:** Maintain accurate and up-to-date records of billing activities, including claims submissions, payments, and correspondence with insurance companies and patients.
• - **Compliance:** Adhere to all relevant healthcare regulations, including HIPAA and billing compliance guidelines, to ensure the integrity and confidentiality of patient information.

Procurement

• Source candidates for healthcare, offshore, specialized onshore, and bilingual positions using job boards, social media platforms, professional networks, referrals, and other sourcing channels.
• Build and maintain talent pipelines for language-specific hiring needs, and other bilingual talent pools.
• Conduct candidate outreach through email, LinkedIn, and other communication channels.
• Identify and engage passive candidates for difficult-to-fill positions.
• Maintain accurate candidate records and sourcing activities within the ATS.
• Support sourcing efforts for healthcare-related roles, including healthcare virtual assistants, medical administrative support, medical billing, medical coding, patient coordination, and other healthcare operations positions.
• Source offshore talent across customer support, executive assistance, sales, marketing, operations, technology, and healthcare services.
• Assist in building talent communities and candidate pools for recurring hiring needs.
• Stay informed about talent market trends and hiring challenges within healthcare and remote workforce industries.
• Conduct initial resume reviews and candidate pre-screening activities.
• Assess candidates against job requirements and hiring criteria.
• Gather and document candidate information for recruiter review.
• Ensure candidates meet minimum qualifications before endorsement.
• Support recruiters in maintaining a healthy candidate pipeline.
• Conduct basic talent market research and competitor analysis.
• Identify new sourcing channels, online communities, and networking opportunities.
• Assist in identifying sourcing channels, communities, and networks that support bilingual and multilingual talent acquisition.
• Share market insights and sourcing recommendations with the recruitment team.
• Collaborate with recruiters and hiring teams to understand hiring requirements and candidate profiles.
• Support sourcing process improvement initiatives and workflow optimization efforts.
• Utilize sourcing tools, AI technologies, and recruitment platforms to improve productivity.
• Participate in sourcing calibration sessions, training, and team meetings.
• Track sourcing activities and candidate pipeline metrics.
• Maintain accurate sourcing reports and candidate data.
• Ensure compliance with recruitment processes and service-level expectations.
• Assist with ad hoc sourcing and recruitment projects as needed.

Junior Sourcing Specialist

• Develop and execute sourcing strategies for healthcare, offshore, specialized onshore, and bilingual positions across multiple industries and functions.
• Design scalable sourcing frameworks that improve candidate quality, speed-to-fill, and long-term pipeline sustainability.
• Lead talent mapping, market research, and workforce intelligence initiatives to identify emerging and hard-to-reach talent pools.
• Build proactive talent pipelines for healthcare, bilingual talent pools, and other language-specific candidates to support current and future hiring needs.
• Partner with Recruitment Managers and hiring teams to forecast talent demand and create strategic sourcing plans.
• Drive continuous improvement initiatives focused on sourcing efficiency, process optimization, automation, and technology adoption.
• Lead sourcing efforts for healthcare-related roles, including healthcare certified roles, both on-site and remote, medical administrative support, revenue cycle management, medical billing, medical coding, patient coordination, and other healthcare operations positions.
• Develop targeted sourcing strategies for offshore talent across customer support, executive assistance, sales, marketing, operations, technology, and healthcare services.
• Identify and engage passive candidates across healthcare and remote workforce talent markets.
• Stay informed on healthcare labor market trends, talent shortages, credentialing requirements, and competitive hiring landscapes.
• Provide leadership, mentorship, coaching, and day-to-day guidance to sourcing specialists and junior sourcing team members.
• Conduct sourcing calibrations, training sessions, and best-practice workshops to improve sourcing effectiveness.
• Monitor team productivity, quality, and sourcing performance metrics.
• Identify opportunities for skill development, process enhancements, and sourcing capacity planning.
• Foster a culture of accountability, innovation, and continuous learning.
• Conduct talent market research and competitive analysis for healthcare and bilingual labor markets, including language-specific talent availability, compensation trends, and sourcing channels.
• Identify new sourcing channels, professional communities, associations, networking groups, and talent marketplaces.
• Generate insights regarding talent availability, compensation trends, competitor activity, and hiring challenges.
• Deliver data-driven recommendations that improve recruitment outcomes and hiring strategies.
• Collaborate closely with recruiters, recruitment leaders, and client-facing teams to align sourcing efforts with hiring priorities.
• Participate in client meetings, intake sessions, and hiring strategy discussions.
• Help define ideal candidate profiles, talent landscapes, and sourcing approaches for critical hiring needs.
• Serve as a subject matter expert and sourcing consultant for complex and high-priority searches.
• Track sourcing performance metrics, pipeline health, and sourcing channel effectiveness.
• Analyze conversion rates throughout the sourcing funnel and identify optimization opportunities.
• Prepare sourcing reports, talent market insights, and workforce intelligence updates for leadership.
• Ensure sourcing activities align with organizational KPIs, service-level agreements, and business objectives.

Talent Sourcing Lead

Sales

• Ability to work independently to achieve sales growth and reach sales targets for the healthcare product line in your sales area.
• Ability to interact well with customers and maintain good customer relationships, visit customers regularly, develop new customers, being professional and courteous.
• Ability to professionally receive customer calls, chats, and emails regarding orders and technical questions; build customer files; follow up on order processing and delivery; provide after-sales service.
• Ability to communicate accurate information regarding products, prices, product availability, and current promotions to customers.
• Ability to work as an effective team player to ensure the highest level of efficiency and success for the team.
• Cooperate with the BD manager and marketing manager to participate in product branding and marketing events and campaigns, including exhibitions, scientific conferences, and trade shows.
• Ability to collect local market and industry information, do market research, and share with the team to help with marketing strategies and plans.

Freight Broker

Patient Care Coordinator – NCLEX

Campus Ambassador

ABA Case Coordinator

Lead Manager

Cold Caller – Part-time

Medical Biller

Care Coordinator

Verifications Team Lead

Patient Coordinator, Dental

Patient Care Specialist

Medical Biller

Junior Sourcing Specialist

Talent Sourcing Lead

Sales Specialist, Bilingual Cantonese