IntelyCare

Accountant

• Record the company’s business activities by preparing journal entries and supporting schedules, and maintaining records and files
• Reconcile bank statements
• Review, maintain, and reconcile balance sheet and general ledger accounts monthly, ensuring balances and activity are complete, accurate and properly supported
• Investigate and resolve account discrepancies
• Perform income statement expense allocations to departments, states, markets, etc.
• Assist with preparing schedules and providing support for the annual financial statement audit, tax returns, and other financial audits
• Cross train with, and provide back-up support to, the Billing & Revenue Accountant, the Accounting Clerk, and the AR Team
• Contribute to the development and implementation of new or amended accounting systems, programs, and procedures
• Create and maintain a Standard Operating Procedure (SOP) manual with documentation of accounting policies and processes
• Work with other departments to find solutions to problems
• Collaborate on department and company-wide initiatives

Senior Staff Accountant

Account Executive

• Identify and prospect new healthcare facility clients through outbound outreach, in-person field visits, networking, and industry events
• Conduct needs assessments and product demonstrations tailored to each facility's staffing challenges
• Navigate complex sales cycles involving multiple stakeholders (HR directors, Administrators, Executive Directors, nursing managers, C-suite executives)
• Build and manage a robust pipeline, consistently meeting and exceeding quarterly sales targets
• Negotiate contract terms with the support of your sales manager and close deals that deliver mutual value
• Collaborate with Credentialing to ensure smooth onboarding and long-term client satisfaction
• Maintain accurate records in Salesforce and provide regular forecasting updates
• Stay informed on healthcare staffing trends, competitive landscape, and regulatory changes
• Represent our brand at industry conferences and local healthcare events
• Must live in or near territory as significant face time with potential clients is required.

• Identify and prospect potential clients, generate leads, and conduct sales presentation and negotiations to secure our upgrade the account business to drive growth.
• Develop a deep understanding of the company's services and be able to effectively communicate IntelyCare’s value proposition to clients.
• Nurture and maintain strong relationships with existing clients to maximize customer retention and upsell opportunities.
• Conduct client visits to better assess and understand opportunities to further leverage IntelyCare’s solutions.
• Prepare and deliver persuasive presentations, proposals, and sales contracts to clients.
• Collaborate with cross-functional teams, including Operations, Recruiting, Marketing, and Product to ensure current and future client needs are met effectively.
• Monitor market trends, competitor activities, and industry developments to identify opportunities for business growth.
• Provide regular sales reports and updates to the management, tracking performance against set targets and KPIs.
• Maintain accurate and up-to-date records of client interactions and results utilizing Salesforce.

Administrative Assistant

• Oversee daily office activities and ensure smooth operation of administrative functions (mail, office supplies, inventory, placing orders)
• Coordinate with vendors to ensure office supplies, maintenance, and services are handled promptly and within budget
• Provide administrative support to People & Culture and Legal departments, including tracking required documents and file retention
• Participate in gathering and completion of subpoena and Document of Records requests
• Coordinate with external legal counsel and schedule required meetings
• Provide confidential administrative support to senior management and staff
• Coordinate meetings, prepare agendas, take minutes, and assist in preparation of reports and presentations
• Manage sensitive executive matters with high confidentiality and discretion
• Maintain daily calendar of meetings and events for executives
• Prepare Word, Excel, PowerPoint presentations, reports, agendas, and special project documents
• Arrange travel and accommodations for executives and prepare expense reports
• Act as point of contact for employee inquiries and triage to appropriate resources
• Assist with onboarding and off-boarding processes, file retention, training certifications, and required paperwork
• Support major People & Culture initiatives (Open Enrollment, Training offerings, Engagement surveys)
• Handle billing and correspondence for the Legal team as needed
• Plan, organize, and execute employee events, meetings, and activities within budget

Office Manager

Financial Planning and Analysis

• Lead the development and management of the annual budget and quarterly forecasting processes.
• Provide financial forecasts and models to support strategic decision-making.
• Conduct in-depth financial analysis to assess business performance, identify trends, and present actionable insights.
• Collaborate with operational teams to analyze key performance indicators (KPIs) and financial metrics.
• Contribute to the development of the company's strategic plan and evaluate financial impact of initiatives.
• Monitor budget-to-actual performance and variance analysis; work with department heads to optimize spending.
• Prepare and present financial reports to executive leadership, ensuring accuracy and completeness.
• Collaborate with finance, accounting, and operational teams to align financial goals and provide financial support.
• Drive collaboration and knowledge-sharing within the finance team; report to the CFO.

Director, Financial Planning and Analysis

Platform Engineer

• Lead the progression of IntelyCare software platform concerns from initial report to validation in production
• Monitor work through development, QA, and deployment and validate results in production
• Collaborate with business leaders, developers, and QA engineers to troubleshoot and scope issues
• Develop basic SQL queries to diagnose issues and run various tasks
• Create and run maintenance APIs to address ongoing concerns
• Assess impact of issues and determine affected customers using database queries and analytics
• Own issue diagnosis and determine scope and impact
• Maintain knowledge of past and current issues and alert other teams to potential future issues
• Keep business and management apprised of status and roadblocks

Senior Staff Accountant

Account Executive

Account Executive

Office Manager

Director, Financial Planning and Analysis

Platform Support Engineer