Urrly

Client Services Representative

• Lead day-to-day communication for assigned health plan clients
• Manage requests and deliverables with tight tracking
• Coordinate outreach, scheduling, field ops, reporting
• Build client reports, dashboards, and status updates
• Flag risks early and drive fixes fast
• Maintain milestones, notes, and documentation
• Support onboarding and launch of new programs

Client Services Manager

Financial Planning and Analysis

• Own reporting, cash, and systems to scale the business fast.
• Build monthly close and cash controls.
• Stand up weekly and monthly reporting and board packs.
• Drive budget and 2026 planning with the CEO.
• Select and implement an ERP (NetSuite, Sage, or similar).
• Migrate from QuickBooks and clean up revenue recognition.
• Lead post-close integration across finance, AMS, and HR.
• Forecast cash and support debt vs. cash funding decisions.

Chief Financial Officer – PE-backed P&C Insurance Agency Platform

Procurement

• Research and identify acquisition targets across healthcare IT and SaaS
• Build highly focused company lists for proprietary outbound outreach
• Execute outbound email and LinkedIn outreach in partnership with CEOs-in-Residence
• Write clear, concise, high-quality outreach emails to founders and executives
• Track outreach activity, responses, and outcomes in CRM tools
• Review results, iterate on targeting, and continuously improve messaging
• Prepare notes and materials to support live deal conversations and next steps

Private Equity Deal Sourcing Consultant – CEOs-in-Residence Support

QA Engineer

• Review final 485/POCs for compliance and accuracy
• Cross-check orders, goals, frequencies, and documentation
• Approve or flag charts for correction
• Audit note details and alignment (only if time allows)
• Support OASIS/QA (if certified, as needed)
• Meet 24-hr turnaround expectations
• Work independently with full ownership of final sign-off

Home Health RN – POC, OASIS QA Reviewer

Call Center Representative

• Make outbound calls to book appointments
• Take inbound calls from members
• Update scheduling system (accurate + fast)
• Follow up on missed visits
• Escalate urgent needs

Technical Project Manager

• Set up tasks, timelines, and owners in Airtable
• Drive delivery across product, ops, and eng teams
• Run meetings, follow-ups, and status check-ins
• Coordinate both software and process rollouts
• Keep all stakeholders aligned and accountable
• Flag blockers and delays early

Security Engineer

• Own product vision, roadmap, and delivery for a high-growth SaaS platform
• Translate complex compliance requirements into intuitive customer workflows
• Prioritize ruthlessly; say no to protect speed and quality
• Partner with the CTO on scope, sequencing, and trade-offs
• Improve UX, onboarding, and core workflows to reduce friction
• Engage directly with customers to validate problems and solutions
• Identify automation and AI opportunities that create real leverage

Head of Product – Cybersecurity SaaS, GovCon, Compliance

Chief of Staff

• Align exec leadership on priorities, OKRs, and KPIs
• Drive cross-functional initiatives: fundraising, AI rollouts, ops upgrades
• Run CEO workflows: agendas, prep, follow-ups, board materials
• Partner with finance, ops, product, and people leaders to clear blockers
• Build dashboards and decision memos executives actually use
• Lead special projects like M&A integration or new growth channels
• Reinforce urgency, ownership, and execution across teams

Chief of Staff – CEO, Healthcare

Account Executive

• Sell driver safety and training programs to fleets, EMS, and training leaders
• Generate pipeline, run discovery, and close deals without layers of approval
• Build pipeline from targeted outbound lists
• Book meetings and run discovery with fleet and training leaders
• Keep deals and next steps clearly documented
• Travel to conferences or onsite meetings about monthly

Account Executive – SDR to AE Opportunity

Sales

• Close new business personally; real quota, real commission
• Run high-volume outbound and inbound motions
• Sell to state and local agencies; public safety buyers
• Forecast and track pipeline in HubSpot
• Coach 1–3 reps or SDRs; formal or informal
• Improve process; scripts, follow-up, deal flow
• Partner with leadership on GTM and targets

Director of Sales – Player-Coach

• Configure campaigns and queues (Five9 or similar)
• Pull/export contact center data (CSV-style)
• Build reports in Excel for ops teams
• Run live dashboards and metrics
• Support real-time questions from agents/leads
• Solve with formulas, not manual work
• Automate repeat tasks if possible (SQL/Python bonus)