Insight Therapy Solutions

Sales

• Develop and document clear sales and customer service workflows, scripts, and playbooks
• Create training manuals and structured onboarding programs for both sales reps and leaders
• Standardize processes to improve efficiency, accountability, and client experience
• Deliver regular training sessions on sales skills, customer service, and leadership
• Provide ongoing coaching to sales reps and managers, focusing on motivation and team culture
• Build leadership development programs for managers promoted from within
• Ensure that sales training and leadership coaching reflect company values of empathy, respect, and inclusion
• Help implement DEI initiatives into day-to-day practices and client interactions
• Support HR in driving a healthy and motivating workplace culture
• Monitor sales KPIs, training effectiveness, and team engagement
• Identify bottlenecks and recommend data-driven solutions
• Provide insights to HR and Sales leadership for decision-making

Sales Enablement

Executive Assistant

• Ensure the quality and accuracy of all documentation related to patient care
• Review and audit documents and patient records (e.g. LOCUS/CASII, Treatment Plan, Progress Notes, etc.) to ensure completeness, accuracy, and compliance
• Complete documentation every day prior to the client's upcoming appointment
• Identify areas where documentation is incomplete or inaccurate and work with staff to correct issues
• Collaborate with staff to resolve documentation issues and contribute to development of QA processes
• Help develop QA Processes for other teams
• Maintain integrity and efficiency of documentation operations

Healthcare Administrative Assistant

• This is a remote position at Insight Therapy Solutions
• The Sales Enablement Specialist will empower our sales team by building processes, training programs, and coaching systems that support both performance and culture
• While this role does not involve direct selling, it plays a critical part in ensuring the sales team has the tools, guidance, and environment to succeed
• Reporting under HR & People Operations, you’ll partner closely with Sales leadership to align processes, reinforce culture, and drive results.

Sales Enablement Specialist

Financial Planning and Analysis

• Remote position within a rapidly growing entrepreneurial enterprise operating a national behavioral health telehealth clinic and multi-state real estate investment company.
• First dedicated deal professional role, reporting directly to the CEO/Founder and acting as a key strategic partner.
• Own the entire investment lifecycle across healthcare M&A and real estate: sourcing, underwriting, diligence, and execution.
• Key responsibilities include proprietary deal sourcing, financial modeling (DCF, LBO, IRR waterfalls), due diligence, investment memos, pipeline management, market research, and relationship management with brokers and sellers.

Investment Analyst

Bookkeeper

• This is a remote position.
• Position Overview: We are seeking a detail-oriented and motivated Junior Bookkeeper to join our finance team.
• The successful candidate will assist with daily bookkeeping tasks using QuickBooks Online (QBO) and maintain accurate financial records using cash basis accounting principles.
• Key Responsibilities: Daily Bookkeeping Tasks; Record daily financial transactions in QuickBooks Online (QBO); Process cash receipts and payments as they occur; Perform accurate data entry for invoices, receipts, and expense reports; Categorize income and expenses according to chart of accounts; Maintain organized digital filing systems for financial documents; Cash Basis Accounting; Record revenue when cash is received; Record expenses when cash payments are made to vendors; Track cash flow and maintain accurate cash position records; Ensure all transactions are properly dated and categorized; Monitor and record bank deposits and withdrawals; Bank Reconciliations; Perform monthly bank reconciliations in QuickBooks Online; Match bank transactions with recorded entries; Identify and resolve discrepancies; Maintain accurate bank account balances; Handle multiple bank accounts if applicable; Financial Record Maintenance; Update and maintain customer and vendor information in QBO; Track and categorize business expenses by department/project; Generate basic financial reports (Profit & Loss, Balance Sheet); Support month-end and year-end closing procedures; Administrative Support; Assist with payroll data entry and processing; Maintain compliance with document retention policies; Support the accounting staff with special projects; Organize and file receipts and supporting documentation

Sales Enablement

Healthcare Administrative Assistant

Sales Enablement Specialist

Investment Analyst

Junior Bookkeeper - LATAM