Administrative & Executive Assistant


1. Customer Support

a. Check email once a day
b. Forward messages about marketing opportunities to relevant staff.
c. Help patients and customers reset their passwords
d. Follow-up on overdue invoices using an email template

2. Employee and Contractor Support

a. Onboard new employees and contractors. Client will provide access to our process checklist.
b. Give access to the Client platform, Stripe, Deskera, Zoho, and other tools as determined by a designated client manager.
c. Assign a Client email address to an employee or contractor as needed
d. Give access to the Client Google Drive (according to the access levels document).
e. Handle payroll, expense reporting, and expense reimbursements following defined criteria
f. Compile and maintain a list of free training resources for all of the software listed above plus Google Docs and Sheets. This could include YouTube
videos or Help documents available on the companies’ websites.
g. Provide first-level technical support for Client software tools and Google Workspace applications

3. Executive Assistant

a. Support meeting scheduling as needed
b. Support purchasing as needed
c. Execute Adobe Sign as needed
d. Support, maintain, and use company operational SaaS programs related to HR, accounting, email, etc.

4. Patient Support

a. Verify Medicare and insurance eligibility to receive RPM, CCM, RTM, & PCM services
b. Welcome patients to the RPM program
c. Respond to support calls and emails received from customer providers and patients.Complies with all HIPAA guidelines and maintains the confidentiality of clients
and patients


  • Ability to communicate effectively with US professionals of all backgrounds.
  • Caring attitude, respectful, empathetic, tactful, collaborative, and patience.
  • Demonstrated ability to offer suggestions proactively
  • Open to recommendations for improvement The ability to solve practical problems
    and deal with a variety of concrete variables in situations where only limited
    standardization exists.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or
    schedule form Understands instructions furnished in written, oral, diagram, or
    schedule form.
  • Fluent in English

Preferred Qualifications:

  • Familiarity with SaaS company or health tech company workflows
  • Proficiency with Google Workspace applications
  • Project management experience
  • Quantitative analytic experience


  • 3+ years of experience in customer service and administrative support
  • Proficient with Microsoft Office programs including Word, Excel, Powerpoint and
  • demonstrated ability to learn proprietary programs
  • Highly skilled with planning, organizing, conflict resolution, negotiating, and
    interpersonal skills
  • Strong interpersonal, communication, and teamwork skills.
  • Comfort with or ability to learn commercial SaaS tools (Google Workspace, Adobe
    Sign, generative AI)
  • Independent problem identification/resolution and decision-making skills
  • Experience in highly dynamic environments where change can occur quickly
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