OpsArmy

Attorney

• Manage end-to-end record retrieval for assigned customers and providers.
• Build, standardize, and continuously improve playbooks for high-volume hospitals, billing groups, and provider networks.
• Ensure accuracy and compliance — clean ROIs, affidavits, billing records, and complete document sets with zero rework.
• Identify workflow improvements and collaborate with engineering and product teams to help automate repetitive steps.
• Share learnings with teammates, standardize best practices, and raise quality standards.

Legal Document Retrieval Specialist

Operations

• Partner with sales and customer success teams to set up new platform instances and configure customer accounts in the backend
• Manage demo environments, including setting up and shutting down instances as needed
• Execute and maintain custom configurations for both internal and external use cases
• Follow established operational workflows to ensure accuracy, consistency, and timely delivery
• Identify process inefficiencies and contribute ideas for continuous improvement

Operations Associate

Operations Administrator

Support Engineer

• Own Tier-2 Escalations
• Triage and resolve complex technical issues escalated from Tier 1, AM, and PGS teams
• Reproduce bugs, isolate root causes, and determine whether issues are configuration-, data-, integration-, or platform-related
• Provide clear interim updates and technical summaries for customer-facing teams
• Investigate issues across key integrations (CRM sync, enrichment pipelines, email infrastructure, browser extensions)
• Validate API calls, troubleshoot CRM setups, webhook activity, and data transformations
• Create structured bug reports with reproducible steps, logs, and impact assessments
• Classify severity and coordinate with engineering on prioritization and resolution timelines
• Track issues through resolution and communicate status to stakeholders
• Build and maintain advanced troubleshooting guides and internal runbooks
• Document known issues, workarounds, and diagnostic steps
• Identify recurring failure points, friction, or reliability risks
• Optimize support workflows, tagging, and escalation paths

Technical Support Engineer

Recruitment

• Coordinate and schedule interviews between candidates and interviewers
• Collect and confirm candidate availability after the initial screening stage
• Communicate scheduling options with interviewers and hiring team members
• Send calendar invites and meeting links for interviews
• Send reminders to candidates and interviewers before scheduled interviews
• Follow up with candidates to keep them engaged throughout the hiring process
• Track interview progress and scheduling updates in the system
• Manage candidate outreach and follow-ups using communication tools
• Help reduce candidate withdrawal by maintaining timely and consistent communication
• Support post-interview coordination and offer stage logistics

Behavioral Health Recruiting Coordinator

Legal Records Retrieval Specialist – Experienced

• Identify all relevant medical providers associated with a clients treatment, beyond the primary facility listed by the law firm.
• Review and correct incoming Release of Information (ROI) forms, which are often incomplete or inaccurate.
• Assign requests to appropriate records team members based on workload capacity and utilization.
• Identify provider-specific requirements (e.g., custom forms) and escalate to the appropriate Customer Success Manager (CSM) when needed.

Medical and Legal Records Retrieval Specialist

Salesforce Developer

• Audit, clean, and maintain Salesforce data across accounts, contacts, and opportunities
• Identify and eliminate duplicate records and data inconsistencies
• Standardize CRM fields, naming conventions, and pipeline structures
• Support post-merger CRM consolidation and cleanup initiatives
• Create and configure Salesforce objects, custom fields, and workflows
• Implement ICP segmentation and customer structure frameworks
• Improve pipeline hygiene and reporting for sales leadership
• Optimize CRM processes to ensure data accuracy and usability
• Partner with the GTM Operations Lead to execute operational strategies
• Support revenue forecasting, planning, and performance reporting
• Build and maintain dashboards and operational metrics
• Continuously improve CRM workflows to support revenue accuracy
• Document CRM processes and standard operating procedures (SOPs)
• Enforce consistent CRM usage across sales teams
• Assist with ad-hoc RevOps and sales operations initiatives

Customer Support

• Revisar y clasificar transacciones que no pueden ser procesadas automáticamente
• Conciliar libros mensuales para cuentas de clientes asignadas
• Identificar y señalar transacciones inusuales o cuestionables
• Asegurar una codificación precisa basada en las pautas estándar contables y del IRS
• Gestionar aproximadamente 5–6 cuentas de clientes por especialista
• Responder a consultas de clientes sobre transacciones y asuntos contables a través de plataformas de soporte
• Realizar consultas breves (por correo electrónico o teléfono) para aclarar detalles de transacciones
• Mantener un estilo de comunicación empático y profesional
• Manejar casos que requieren comunicación repetida para precisión
• Revisar el trabajo contable antes del cierre mensual
• Asegurar el cumplimiento de estándares y procedimientos contables
• Escalar problemas complejos cuando sea necesario
• Documentar interacciones y actualizaciones de clientes en el sistema de soporte
• Seguir flujos de trabajo internos y procedimientos contables
• Mantener registros financieros organizados para fines de auditoría y seguimiento

Bookkeeping, Customer Support Specialist

Bookkeeper

• Review and categorize transactions that cannot be automatically processed
• Reconcile monthly books for assigned client accounts
• Identify and flag unusual or questionable transactions
• Ensure accurate coding based on standard accounting and IRS chart of accounts guidelines
• Manage approximately 5–6 client accounts per specialist
• Respond to client inquiries regarding transactions and bookkeeping matters via support platform
• Conduct brief consultations (email or phone) to clarify transaction details
• Maintain an empathetic and professional communication style
• Handle cases requiring back-and-forth communication for accuracy
• Review bookkeeping work prior to monthly close
• Ensure compliance with bookkeeping standards and procedures
• Escalate complex issues when necessary
• Document customer interactions and updates in the support system
• Follow internal workflows and bookkeeping procedures
• Maintain organized financial records for audit and tracking purposes

Bookkeeping Operations Specialist

Security Engineer

• Review and complete customer security questionnaires (e.g., SIG, CAIQ, VSA, and custom formats) with high accuracy.
• Assist with security-related sections of RFPs and RFIs, ensuring responses are clear, consistent, and submitted on time.
• Partner with Sales, Legal, Engineering, Product, and Security to gather and confirm required information.
• Maintain a centralized, up-to-date repository of security documentation, FAQs, and standard responses.
• Learn and document security controls, processes, and certifications (e.g., SOC 2, ISO 27001).
• Support follow-up security reviews by tracking questions, clarifications, and approvals.
• Help build templates, checklists, and lightweight processes to improve future response efficiency.