REE Medical

Accounts Receivable

• Lead, mentor, and develop the Accounts Receivable team, fostering a high-performance, accountable culture.
• Establish clear goals, KPIs, and expectations aligned with company financial objectives.
• Oversee hiring, onboarding, training, and ongoing professional development.
• Manage team capacity, including timecards, PTO, and workload distribution.
• Oversee end-to-end AR operations including invoicing, collections, cash application, and dispute resolution.
• Lead complex collections efforts with a strong emphasis on customer service and relationship management.
• Design and implement custom billing plans and payment arrangements tailored to client needs while protecting company cash flow.
• Serve as the escalation point for sensitive or high-value accounts.
• Partner with customers to resolve billing issues, negotiate payment terms, and improve overall satisfaction.
• Develop and maintain weekly and monthly AR reporting packages for Finance leadership.
• Track and analyze key performance metrics, including Days Sales Outstanding (DSO), Aging and delinquency trends, Collection effectiveness, Invoice accuracy and cycle times.
• Provide actionable insights and recommendations to improve cash flow and reduce risk.
• Build and refine dashboards to enhance visibility into AR performance.
• Act as the subject matter expert (SME) for billing and collections processes.
• Identify opportunities to streamline workflows, improve efficiency, and enhance customer experience.
• Ensure compliance with internal controls, financial policies, and data privacy standards (PII/PHI where applicable).
• Collaborate cross-functionally with Sales, Customer Success, and Finance to align billing processes with client lifecycle needs.
• Support forecasting and cash flow planning through accurate AR data and trend analysis.
• Ensure timely and accurate invoice in accordance with contract terms and company policies.
• Monitor team performance against service-level expectations and departmental KPIs.
• Provide hands-on support when needed to ensure continuity during peak periods or staffing gaps.
• Maintain strong communication with internal and external stakeholders to ensure efficient issue resolution.

Accounts Receivable Manager

Accountant

• Take full ownership of assigned accounting areas, ensuring accuracy, completeness, and timeliness
• Prepare and post journal entries, including complex and non-routine transactions.
• Perform monthly account reconciliations and proactively investigate and resolve discrepancies to ensure accuracy and completeness of financial data.
• Execute and help drive the month-end close process in a fast-paced environment.
• Review and analyze financial statements, identifying errors, inconsistencies, or unusual trends and ensuring corrections are made
• Apply capitalization policies, including fixed asset tracking and proper expense vs. capitalization treatment
• Support or lead ERP system implementations, enhancements, and NetSuite optimization
• Maintain and improve accounting workflows to increase efficiency and strengthen internal controls
• Ensure financial information complies with professional and regulatory standards
• Partner with FP&A to support budgeting, forecasting, and variance analysis
• Support audits by preparing schedules and documentation, ensuring audit readiness

Senior Accountant

Account Executive

• Manage outreach to warm inbound leads while monitoring inbound call queues.
• Actively manage and prioritize an individual lead pipeline to ensure timely follow-up, accurate qualification, and consistent progression of prospects through the sales process.
• Establish rapport with prospective clients through professional and empathetic communication.
• Present REE Medical’s services and value proposition clearly and compliantly.
• Conduct accurate evaluations of disability severity using REE tools.
• Address objections while maintaining urgency.
• Document all client interactions accurately in the CRM.
• Adhere to compliance, regulatory, and data privacy requirements.
• Collaborate across teams to ensure accurate invoice processing
• Participate in coaching and training activities.

Intake Coordinator – Inside Sales Representative

Security Engineer

• Oversee the design, implementation, and management of security controls, including firewalls, intrusion detection/prevention systems, and endpoint protection.
• Lead incident response efforts, including investigation, containment, and recovery from security breaches or incidents.
• Monitor and assess emerging threats, vulnerabilities, and industry trends to maintain a robust security posture.
• Develop, implement, and enforce IT security policies, standards, and procedures.
• Ensure compliance with relevant regulations and standards (e.g., GDPR, PCI-DSS, ISO 27001).
• Coordinate audits and assessments to validate security controls and address gaps.
• Conduct regular risk assessments and vulnerability scans to identify and prioritize security risks.
• Develop and maintain a risk management framework to mitigate threats to data and systems.
• Collaborate with legal, compliance, and business units to address risk-related issues.
• Evaluate and implement advanced security technologies, such as AI-driven threat detection, zero-trust architecture, and cloud security solutions.
• Stay abreast of emerging technologies and their implications for cybersecurity

Information Systems Security Manager

Manager

• Act as the client’s advocate and case manager, guiding them through each phase of their case lifecycle with care, clarity, and precision.
• Establish trust quickly with new clients, clearly explaining the process, expectations, and timelines in tandem with professionally conducting the handoff between intake coordinators and navigation departments.
• Maintain ongoing communication through calls, emails, and check-ins, ensuring clients remain informed and supported.
• Anticipate client needs, address challenges proactively, and ensure all cases progress efficiently.
• Coordinate all case activities and documentation.
• Collaborate with internal departments such as Sales, Medical Services, Client Review, and Health Information Management to move each case forward.
• Track progress across every stage of the process, ensuring all required documentation is complete, accurate, and compliant.
• Maintain up-to-date records while safeguarding all personal and health information in accordance with privacy regulations.
• Problem-solve and manage complex situations.
• Identify potential delays or barriers early and work with leadership to resolve them.
• Support clients through sensitive or emotionally challenging moments with empathy and professionalism.
• Escalate issues appropriately when additional review or leadership involvement is required.
• Contribute to continuous improvement.
• Provide feedback and insights to help improve internal processes and client communication.
• Participate in discussions and initiatives focused on enhancing the overall client experience and team efficiency.

Client Experience Navigator, Case Manager

Support Engineer

• Design, configure, and support contact center systems, including call routing, queue structures, and IVR workflows
• Administer and maintain RingCentral (EX and CX), including user management, system configuration, and optimization
• Analyze system performance, identify trends, and implement improvements to enhance call quality and operational efficiency
• Troubleshoot and resolve complex issues related to telephony, call flows, integrations, and end-user experience
• Serve as a key technical resource during incidents, exercising independent judgment to restore service and minimize disruption
• Partner with IT, operations, and vendors to implement and enhance contact center capabilities
• Contribute to the design, testing, and rollout of RingCentral CX
• Document system configurations, workflows, and standard operating procedures

Accounts Receivable Manager

Senior Accountant

Intake Coordinator – Inside Sales Representative

Information Systems Security Manager

Client Experience Navigator, Case Manager

IT Support Engineer – Contact Center Systems