Sourcefit

Sales

• Lead, coach, and support a team of Sales Representatives handling warm inbound leads.
• Ensure leads are contacted, followed up, and managed quickly so they do not go cold.
• Monitor daily and weekly performance against sales, revenue, conversion, and activity targets.
• Review call quality, CRM notes, follow-up discipline, and sales pipeline management.
• Provide regular coaching, feedback, roleplays, and performance guidance to improve rep effectiveness.
• Support onboarding, nesting, and ramp-up for new Sales Representatives.
• Help calibrate hiring standards by identifying the sales behaviors, communication skills, and customer handling style needed for success.
• Partner with training, quality, client success, and sales leadership teams to improve performance and consistency.
• Identify performance gaps early and support action plans, coaching plans, or performance improvement plans when needed.
• Prepare and share performance updates, insights, and recommended actions during regular business reviews.
• Reinforce the company's mission, customer experience standards, and consultative sales approach across the team.

Sales Team Lead

Account Executive

• Call warm leads, including parents who have engaged with our ads or inquiries
• Conduct consultative sales conversations
• Present and recommend suitable tutoring or online course packages
• Manage the full sales pipeline
• Maintain accurate lead records in CRM
• Meet and exceed monthly sales targets
• Build rapport with parents and represent the company's mission with professionalism
• Participate in coaching and performance development sessions

Sales Representative

Analyst

• Manage and prioritize Accounts Receivable inquiries, ensuring timely resolution of customer and internal requests.
• Perform detailed reviews of billing, receivable, payment, and customer account transactions to ensure accuracy and completeness.
• Lead account cleanup and remediation efforts by researching historical transactions, validating balances, and resolving discrepancies.
• Investigate complex billing, payment application, and customer account issues through transaction-level analysis.
• Partner with Accounting, Sales, Customer Success, and other stakeholders to resolve operational issues and improve process efficiency.
• Maintain and enhance process documentation and standard operating procedures.
• Perform account reconciliations and variance analyses to identify and resolve discrepancies.
• Review AR aging, unapplied cash, customer balances, and billing activity to ensure data accuracy.
• Analyze trends and recurring issues to identify root causes and recommend corrective actions.
• Support internal control activities by validating transactions and ensuring adherence to established policies and procedures.
• Assist with internal and external audit requests, including preparation of supporting documentation and analysis.
• Identify opportunities to improve processes, strengthen controls, and increase operational efficiency.
• Review and validate customer invoices for accuracy and completeness.
• Support billing operations and ensure timely invoice generation and delivery.
• Monitor outstanding receivables and support collection efforts.
• Research and resolve customer disputes, payment discrepancies, and account reconciliation issues.
• Support month-end close activities related to billing and accounts receivable.
• Maintain customer tax exemption certificates and supporting documentation.
• Assist with sales tax and indirect tax compliance activities.
• Support tax audits and information requests by gathering and organizing required documentation.
• Maintain accurate tax records and compliance files.

Senior Order-to-Cash Analyst

Solutions Engineer

• Lead AI Solutions pre-implementation review: model selection, cost benchmarking, hosting strategy, prototype trade-offs documented before any build begins
• Architect and implement LLM pipelines: prompt engineering, RAG, structured output, tool use, multi-agent flows
• Design and build REST APIs and data pipelines connecting AI components to Knit and client systems
• Own repo-level AI configuration, shared prompt libraries, agent configs
• Conduct code reviews with written feedback; mentor Junior developers; set and document best practices
• Review SNS/SQS message contracts and integration impact before any cross-service AI merge
• Lead OWASP LLM Top 10 (2025) red-team testing on every project before production release
• Ensure STRIDE threat model is complete for every new AI system, covering data poisoning, prompt injection, model extraction, and excessive-agency risks
• Collaborate with cross-functional teams to gather requirements and propose AI-based solutions that address business needs and drive innovation.
• Stay abreast of emerging AI technologies and industry trends to identify opportunities for enhancing the organization's AI capabilities.
• Evaluate the effectiveness of AI solutions, continuously refining and optimizing them to ensure optimal performance.
• Develop comprehensive documentation for AI solutions, including technical specifications for AI features, LLM APIs, ML Libraries, vector stores, etc.
• Serve as an AI evangelist, promoting the understanding and adoption of AI technologies across the organization through presentations, workshops, and training sessions.
• Provide technical support and troubleshooting for AI implementations, ensuring the prompt resolution of issues and minimal disruption to users.

Senior AI Solutions Developer

• Develop and implement AI-powered solutions within our web application, ensuring seamless integration and high-quality performance.
• Follow OWASP LLM Top 10 (2025) mitigations on every AI feature built
• Run cost-per-request benchmarks before implementation and document model selection rationale
• Collaborate with cross-functional teams to gather requirements and propose AI-based solutions that address business needs and drive innovation.
• Design and develop custom APIs to facilitate data exchange and communication between AI components and existing systems.
• Stay abreast of emerging AI technologies and industry trends to identify opportunities for enhancing the organization's AI capabilities.
• Evaluate the effectiveness of AI solutions, continuously refining and optimizing them to ensure optimal performance.
• Develop comprehensive documentation for AI solutions, including technical specifications for AI features, LLM APIs, ML Libraries, vector stores, etc.
• Serve as an AI evangelist, promoting the understanding and adoption of AI technologies across the organization through presentations, workshops, and training sessions.
• Provide technical support and troubleshooting for AI implementations, ensuring the prompt resolution of issues and minimal disruption to users.

Junior AI Solutions Developer

Customer Support

• Provide first-level support to healthcare clients by assisting with the use and functionality of our EHR and billing software.
• Handle inbound support calls from existing clients and provide timely assistance.
• Accurately document customer issues, resolutions, and follow-up actions within the CRM system.
• Participate in daily ticket review meetings to discuss ticket status, priorities, and resolutions.
• Follow up with customers regarding resolved issues to ensure satisfaction and successful implementation of solutions.
• Escalate complex technical issues to appropriate teams when necessary.
• Maintain a high level of customer service while managing multiple support requests.
• Continuously learn and adapt to software updates, system enhancements, and support processes.
• Collaborate effectively with remote team members to deliver consistent and efficient support.

EHR and Billing Support Specialist

Accounts Receivable

• Monitor accounts to identify outstanding debts.
• Investigate historical data for each debt or bill.
• Find and contact clients to ask about their overdue payments.
• Take actions to encourage timely debt payments and maintain accounts within terms.
• Process credit card payments.
• Escalate billing or aging issues.
• Update account status records and collection efforts timely in Netsuite.
• Report on collection activity and accounts receivable status.
• Work diligently with cash app and Accounts Receivable team.

Collections Specialist – Accounts Receivable

Collections

• Review patient accounts to ensure accuracy of balances and identify outstanding payments.
• Interpret and explain insurance ERAs/EOBs to clearly communicate patient responsibility.
• Conduct both inbound and outbound calls to patients regarding outstanding balances.
• Engage patients professionally and confidently, even in challenging conversations.
• Send well-written emails to patients when necessary to request payment or clarify balance information.
• Post patient payments to the correct claims within eClinicalWorks (eCW).
• Prepare and issue statements or receipts for patients.
• Maintain detailed and accurate records of communications, payments, and account updates.

Patient Collections Specialist

Data Entry

• Input, update, and maintain large volumes of project data in a customized Airtable based ERP system.
• Transfer structured data from Excel or Google Sheets into Airtable grids accurately and consistently.
• Enter product and project details such as item descriptions, quantities, dimensions, finishes, specifications, pricing, costing, and other relevant information.
• Upload and manage associated product images, finish references, specifications, and other supporting files in the database.
• Ensure all data fields are complete, consistent, and properly formatted before submission or system update.
• Provide basic data entry support in Xero, including invoice information, purchase order details, and other accounting-related data.
• Process ongoing project updates, including item additions, item removals, quantity changes, specification updates, and client requested modifications.
• Follow structured workflows for handling approved changes before updating internal systems.
• Review source files carefully and flag missing, inconsistent, or unclear information before proceeding.
• Maintain a high level of accuracy to prevent downstream issues in pricing, costing, invoicing, procurement, and project management.
• Coordinate with the client’s finance and operations contacts to clarify information and ensure data alignment.
• Support data checking and validation processes to reduce errors and improve system accuracy.

Data Entry Specialist

Technical Project Manager

• Manage centralized scheduling of technical resources across Professional Services.
• Maintain and optimize resource calendars, ensuring accurate visibility of availability and workload.
• Allocate resources based on skills, availability, and project priorities while resolving conflicts and maximizing utilization.
• Support scheduling of delivery activities such as deployments and onsite engagements.
• Act as a readiness checkpoint before project commencement.
• Validate that all required information is complete, including scopes, deliverables, budgets, success criteria, and internal handover documentation.
• Ensure alignment between Account Managers, Project Managers, Engineers, and other stakeholders for smooth project start-up.
• Coordinate and deliver small technical projects end-to-end under guidance from senior project managers.
• Own day-to-day client communication, progress tracking, and status updates.
• Manage risks, issues, dependencies, and change requests in line with defined governance.
• Maintain accurate and up-to-date project documentation.
• Increase delivery ownership progressively with experience.
• Set up and maintain projects within HALO, including budgets, workstreams, and financial structures.
• Coordinate project-related purchasing and internal approvals.
• Support internal planning, prioritization, and portfolio visibility.
• Track project performance and ensure documentation, reporting, and governance standards are met.

Associate Technical Project Manager

Payroll

• Process high volume vendor invoices, material bills, and subcontractor payments
• Match invoices to purchase orders and job cost codes
• Track lien releases and compliance documentation
• Maintain vendor records and resolve discrepancies
• Generate and track client invoices, progress billings, and change orders
• Follow up on outstanding payments and maintain aging reports
• Coordinate with project managers and internal teams regarding billing accuracy
• Process bi-monthly payroll for field crews and office staff
• Track job hours, labor allocation, and overtime
• Handle certified payroll and prevailing wage reporting, if applicable
• Assist with job costing and project financial tracking
• Support month-end close and reporting processes
• Maintain organized financial records and supporting documentation

AP-AR and Payroll Specialist

Marketing

• Provide day-to-day execution and administrative support to the Marketing team
• Focus on email marketing support, online reputation management, and data exporting/reporting
• Assist with building, scheduling, and sending email campaigns using company-approved platforms
• Update email lists, manage basic segmentation, and ensure accuracy of contact data
• Monitor campaign performance metrics (opens, clicks, bounces) and export reports
• Monitor and respond to online customer reviews using approved templates
• Escalate sensitive or negative reviews to the Marketing Manager as needed
• Export marketing, customer, and campaign data from internal systems and platforms
• Maintain organized spreadsheets and trackers for marketing activities and results

Marketing Assistant

Electrical Engineer

• Analyze field data to produce comprehensive IR Thermography and Power Quality Analysis (PQA) reports
• Review report content, including images and readings, to ensure accuracy and consistency with field conditions
• Verify that documented assets align with actual site equipment and conditions
• Identify deficiencies based on testing results and collected data
• Evaluate and prioritize recommended repairs based on severity and operational risk
• Develop clear and actionable scopes of work for corrective actions
• Submit finalized reports with supporting documentation and repair recommendations
• Prepare project and service remediation estimates
• Support the interpretation of technical data and provide practical engineering solutions
• Collaborate with operations and engineering teams on report reviews and estimating requirements

Electrical Engineer – IR, Power Quality Analysis

• Perform full-cycle A/R functions in a fast-paced, high-volume environment
• Cash application, credit card processing, account reconciliations
• Issue sales tax credits and customer refunds, handle account adjustments
• Monitor hold queues, resolve discrepancies
• Run credit reports and communicate with customers via email as needed
• Support various accounting projects and perform other duties as assigned

Accounts Receivable Specialist

IT Support

• Independently manage and prioritize a personal ticket queue from intake through resolution, ensuring SLAs are consistently met.
• Provide L2–L3 support for hardware, software, network connectivity, identity, and productivity issues for end users across the organization.
• Proactively follow up with end users on open tickets without needing reminders; drive tickets to closure and document root cause and resolution.
• Produce and deliver weekly reports on ticket volume, resolution times, recurring issues, and outstanding items — on schedule, without being asked.
• Administer and troubleshoot Microsoft 365 (Exchange Online, Teams, SharePoint, OneDrive), Azure AD / Entra ID, and Intune for device and identity management.
• Support and administer Active Directory and Windows Server environments, including user/group management, GPOs, and basic server troubleshooting.
• Provide full support for macOS and Apple devices, including setup, configuration, MDM enrollment, and end-user troubleshooting.
• Manage tickets within the company’s ticketing platform (ServiceNow, Jira, or Zendesk), maintaining clean, auditable documentation of each case.
• Identify recurring issues and recommend process, documentation, or configuration improvements to reduce ticket volume over time.
• Partner with the US-based IT leadership to escalate complex issues appropriately and contribute to larger IT initiatives as needed.
• Maintain and update internal knowledge base articles and end-user documentation.