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  • Hourly: $125.00 - $200.00
  • Expert
  • Est. time: 1 to 3 months, Less than 30 hrs/week

I run a Colorado software company. We are launching a web product that helps California employers create a required workplace safety document by answering a short questionnaire. Our system assembles the document from pre-written, specialist-reviewed text blocks and delivers a PDF. We never access the customer's systems and we hold no health data. Before we turn on payment, I need an attorney to review the customer-facing contract language we have drafted and answer a focused set of questions. I will provide a single brief that contains the product description, our draft Terms of Service, the per-generation attestation, the footer disclaimer, and the questions, all in one document. What I need reviewed and answered: 1. Whether our product model (software assembles human-written blocks, and the AI only routes and never writes the document) avoids the unauthorized practice of law in California. This is my top question. 2. Whether our click-wrap Terms of Service are enforceable, and what is missing or unenforceable. 3. Whether our limited audit-pass guarantee and our limitation-of-liability cap hold up against a California business customer. 4. Whether our marketing claims and our privacy practices (we collect a name and a work email) create exposure under California law. 5. Whether our Colorado company needs to register to do business in California. This is a review of business terms, disclaimers, and product positioning. It is not a review of the regulatory content of the document itself, which a separate specialist is handling. Deliverables: 1. Redlined or marked-up versions of my draft documents. 2. A short written advisory memo answering the questions above, suitable for me to keep on file. To be considered, please answer the screening questions. I am looking for a licensed attorney with software or Terms of Service experience, ideally familiar with legal-tech or document-automation products. I will share the full brief with the candidate I select.

  • Hourly: $30.00 - $100.00
  • Expert
  • Est. time: 1 to 3 months, Not sure

AI Integration & Automation Specialist (OpenAI / ChatGPT): We’re an advertising agency looking for an experienced AI specialist to help build an AI-powered business infrastructure. Your role will be to integrate ChatGPT/OpenAI with the software we use every day, automate workflows, and help us identify opportunities to improve efficiency across the business. Responsibilities: * Integrate OpenAI with our existing software stack * Build custom workflows using APIs and automation platforms * Connect tools such as Microsoft 365, Outlook, HubSpot, Wrike, QuickBooks, WordPress, and other business applications * Develop AI assistants for operations, sales, project management, marketing, reporting, and customer service * Recommend scalable AI solutions and best practices * Document all work for future maintenance Requirements: * Strong experience with OpenAI APIs * Experience with APIs, MCP, Zapier, Make.com, n8n, or similar automation platforms * Strong understanding of business process automation * Ability to communicate with both technical and non-technical teams * Excellent English

  • Hourly: $65.00 - $85.00
  • Intermediate
  • Est. time: More than 6 months, 30+ hrs/week

Conversational AI / LLM Consultant We are looking for a Conversational AI and LLM specialist to support the strategy, design, development, testing, and improvement of AI-powered chatbot and voice automation solutions across multiple business groups. Responsibilities: Help identify, evaluate, and prioritize Conversational AI and LLM use cases across defined business units. Advise on best practices for Conversational AI strategy, LLM architecture, prompt design, orchestration, retrieval, integrations, and development. Recommend improvements across AWS services, Amazon Lex integrations, LLM workflows, and supporting AI infrastructure. Collaborate with the development team on chatbot, voice bot, Lex, and LLM-based implementations and configurations. Conduct QA testing to validate Conversational AI functionality, accuracy, performance, reliability, and user experience. Support the development of solution frameworks, automation workflows, dashboards, application management tools, and fulfillment processes. Assist in designing and extending multilingual Conversational AI solutions in English and Spanish. Support multiple lines of business, call flows, customer journeys, and AI-assisted workflows. Ideal Candidate: Experience with Conversational AI, LLMs, and chatbot or voice automation systems. Familiarity with Amazon Lex and AWS AI services is helpful, but broader LLM architecture experience is equally important. Strong understanding of prompt engineering, AI orchestration, integrations, QA testing, and production AI workflows. Ability to translate business requirements into practical AI-driven solutions. Experience with multilingual conversational design, especially English and Spanish, is a plus.

Posted 2 days ago
  • Hourly
  • Expert
  • Est. time: Less than 1 month, Less than 30 hrs/week

Job Title: Full-Stack Website Developer / Software Engineer – Lending Broker Portal Position Summary Lending Success Pot is seeking an experienced Full-Stack Website Developer / Software Engineer who can thoroughly understand our lending broker business processes and continuously improve our technology platform. The ideal candidate will analyze existing systems, identify opportunities for improvement, integrate modern technologies, and develop scalable solutions that enhance the borrower, lender, and internal team experience. This position requires someone who is highly analytical, innovative, and experienced in web development, software engineering, system integration, automation, and artificial intelligence. Key Responsibilities Job Title: Full-Stack Website Developer / Software Engineer – Lending Broker Portal Position Summary Lending Success Pot is seeking an experienced Full-Stack Website Developer / Software Engineer who can thoroughly understand our lending broker business processes and continuously improve our technology platform. The ideal candidate will analyze existing systems, identify opportunities for improvement, integrate modern technologies, and develop scalable solutions that enhance the borrower, lender, and internal team experience. This position requires someone who is highly analytical, innovative, and experienced in web development, software engineering, system integration, automation, and artificial intelligence. Key Responsibilities Gain a thorough understanding of the entire Lending Success Pot business model, lending workflow, and customer journey. Analyze existing website architecture, customer portals, and internal systems to identify opportunities for improvement. Design, develop, maintain, troubleshoot, and optimize the Lending Success Pot portal. Improve user experience, website performance, scalability, reliability, and security. Develop secure borrower, broker, lender, and administrator portals. Integrate lead management systems to efficiently capture, organize, qualify, and track prospects throughout the lending process. Integrate CRM platforms and marketing automation tools to streamline customer communications, lead nurturing, campaign management, and reporting. Build automated workflows for: Lead capture Loan applications Document collection Identity verification Appointment scheduling Loan status updates Email and SMS notifications Follow-up sequences Customer onboarding Integrate AI agents and intelligent automation to assist with: Customer support Lead qualification Frequently asked questions Appointment scheduling Document collection Loan application assistance Customer follow-ups Internal workflow automation Integrate third-party APIs, including lending platforms, CRM systems, payment processors, e-signature services, communication platforms, analytics tools, and other business applications. Collaborate with management to recommend innovative technology solutions that improve efficiency and business growth. Monitor system performance, troubleshoot technical issues, and implement continuous improvements. Ensure compliance with data security, privacy, and industry best practices. Maintain comprehensive technical documentation and follow software development best practices. Qualifications Bachelor’s degree in Computer Science, Software Engineering, Information Technology, or equivalent professional experience. Strong experience in full-stack web development and software engineering. Expertise in modern web technologies, APIs, cloud services, databases, and system integrations. Experience integrating CRM platforms, lead management systems, marketing automation platforms, and AI-powered solutions. Strong understanding of automation technologies and business process optimization. Excellent analytical, troubleshooting, and problem-solving skills. Ability to translate complex business requirements into scalable technical solutions. Strong communication skills and the ability to work collaboratively with cross-functional teams. Preferred Experience Experience with lending broker platforms, financial technology (FinTech), customer relationship management (CRM), loan origination systems (LOS), AI agents, conversational AI, workflow automation, cloud infrastructure, analytics dashboards, and secure web application development is highly preferred. Success Measures The successful candidate will deliver a highly efficient, secure, and scalable lending portal that improves operational efficiency, enhances customer experience, automates manual processes, integrates AI-driven capabilities, strengthens lead management and marketing automation, and supports the long-term growth of Lending Success Pot.

  • Fixed price
  • Expert
  • Est. budget: $100.00

Ryzent AI is a growing B2B AI startup helping local businesses improve customer communication, reputation management, and lead conversion through automation and AI-powered solutions. We are looking for an experienced US-based cold caller/outreach specialist to help us generate and close new business opportunities. About Ryzent AI Our services include: * AI Receptionist * Missed Call Text Back Services * Google Review & Reputation Management * Website Development * Business Automation Solutions Our missed call text back service helps businesses automatically respond to missed calls via text message, helping them capture leads that would otherwise be lost. Target Businesses You will be reaching out to: * Nail salons * Lash salons * Hair salons * Med spas * Beauty clinics * Other appointment-based beauty businesses * Small local businesses with fewer than 1,000 Google reviews Primary target market: Texas, USA Responsibilities * Make a minimum of 50 cold calls per day * Contact local businesses and introduce Ryzent AI’s services * Follow up with interested prospects * Record call outcomes and notes * Help schedule consultations with interested business owners * Generate and close new client opportunities Requirements * Must be located in the United States * Previous cold calling or sales experience required * Strong communication and persuasion skills * Comfortable handling objections and rejection * Experience selling B2B services is preferred * Self-motivated and results-driven Compensation This is a commission-only affiliate opportunity. The more clients you close, the more you earn. Compensation is paid based on successful client acquisitions. Affiliate terms and commission details can be reviewed here: https://ryzentai.com/affiliate-terms Ideal Candidate We’re looking for someone who is confident on the phone, enjoys sales, and can consistently generate conversations with business owners. If you have experience closing deals and want unlimited earning potential based on performance, we’d love to hear from you. Please include details about your cold calling experience, industries you’ve worked with, and any relevant sales results when applying.

  • Fixed price
  • Expert
  • Est. budget: $150,000.00

Project: Exponentials – AI-Powered Personalized Discovery Platform Overview Exponentials is an AI-powered personalized discovery platform built around a simple but ambitious idea: The internet is optimized for search, advertising, and recommendation systems that push information toward users. We believe the next major category is personalized discovery: AI systems that understand intent and help users discover the most relevant products, services, experiences, education, healthcare resources, media, travel opportunities, software, and knowledge. We have already built a working investor-facing prototype: https://pull-discovery-core.base44.app The current demo allows users to enter natural-language queries and receive AI-generated discovery recommendations across multiple categories. Rather than simply returning traditional search results, the platform attempts to identify user intent, explain why recommendations were selected, and surface relevant discoveries spanning products, experiences, education, media, travel, wellness, software, and more. The visual design and core concept are strong. The next stage is transforming the prototype into a compelling investor-ready product while building the systems, automation, and fundraising infrastructure needed to support rapid growth. This is not a typical freelance coding project. We am looking for someone who can operate as a founding-level contributor and help bridge product development, investor readiness, fundraising operations, and strategic execution. Primary Mission Your primary mission is to help Exponentials become significantly more attractive to investors, strategic partners, and future customers. This includes strengthening the product itself, improving investor confidence, and creating the operational systems needed to raise capital efficiently. Primary Responsibilities Investor Readiness and Fundraising Infrastructure This is the highest-priority responsibility. Help design and implement systems that support fundraising, including: Investor CRM Investor pipeline management Investor segmentation Relationship tracking Outreach automation Follow-up systems Meeting scheduling workflows Investor updates Data room organization Due diligence preparation Fundraising dashboards Pipeline analytics Experience with tools such as HubSpot, Airtable, Clay, Notion, Apollo, Instantly, Zapier, Make, Gmail automation, and similar platforms is highly valuable. Investor Demo Optimization The Exponentials demo is intended to help investors understand the long-term vision of personalized discovery. Responsibilities include: Improving demo quality Strengthening credibility Improving recommendation quality Eliminating weak or broken experiences Creating compelling investor journeys Improving onboarding Improving first impressions Increasing confidence in the product vision The goal is to create a demo that immediately communicates why Exponentials could become an important platform category. Discovery Engine Improvement The product currently attempts to identify intent and recommend discoveries across multiple industries. Areas of focus include: Intent detection Entity discovery Recommendation quality Result ranking Trust and credibility Explanation systems Entity resolution Verified recommendations Multi-category discovery experiences Categories include: Ecommerce Education Healthcare Media Travel Experiences Restaurants Wellness Software Consumer products Experience with recommendation systems, search, retrieval, ranking, AI workflows, knowledge systems, or discovery products is highly desirable. Exponentials Investment Thesis Why this is inevitable — 8 core arguments 1 Exponentials is solving the AI backlash via the co-evolution of AI and humans in the service of human needs, and thus moving from the current extraction model of AI to a collaborative model. For Exponentials, this is moving past discovery silos to create unified discovery across (initially, $25 trillion TAM) Ecommerce, healthcare, education and media. This is accomplished through the combination of Search, LLM's and World models 2 AI can't be (optimally) successful if too many of its (potential) customers are fearful of or dislike AI 3 AI is feared and disliked (in addition to loved), as customers are smart enough to realize that AI is employing an extraction model on humans rather than a collaborative model with humans in the service of human needs 4 Major tech CEO's telling the public that they are wrong to have negative views about AI is insulting one's customer 5 If the AI industry wants to get into a war with the public it will be a stalemate at best. AI has enough perceived benefits already and the AI companies are powerful enough that they can impose their will on the public to a certain degree, but 6 It is inevitable that the AI companies who actually give the customers what they want and what truly benefits them, by flipping from the push to the pull model, will have a sustainable competitive advantage, with both inevitability and defensibility. 7 Famously, the future is already here. It is just not evenly distributed. And famously, there is nothing more powerful than an idea whose time has come. 8 We are not selling technology. We are not selling a model of AI. We are selling an empowered path for humanity that is inevitable and defensible because the AI backlash is real and not sustainable long term.

  • Hourly: $30.00 - $41.00
  • Intermediate
  • Est. time: 1 to 3 months, Not sure

Role Level: IC3 Role Title: Security Administrator II (US Contract) Reports to: Manager of Engineering Services Salary: $41/h Job Description The Security Administrator role supports BEMO managed service customers and internal teams by assisting in the implementation, management, and monitoring of security and compliance solutions across Microsoft 365 and hybrid environments. This role is focused on a security-centric customer base, and we are specifically seeking candidates with experience working in GCC High tenants. In this role, you will also have the opportunity to lead compliance frameworks, including SOC 2, ISO, and CMMC, by maintaining security and compliance requirements across regulated environments. The Security Administrator II IC3 will demonstrate the ability to conduct routine work with specialist and commercial knowledge in the following areas: • Microsoft 365 Security Administration • Azure • GRC Platforms • AI tools • Customer Service • Managed Services • Team Communication • Data Gathering and Analysis At BEMO, the Security Administrator IC3 competencies require: • Understanding of prioritization and time management of tasks • Building effective working relationships within the team and with peers • Demonstrates skill to influence other peers • Conducts complex tasks autonomously • Works on problems of moderate scope and uses multiple known practices and procedures to solve problems with the support of manager and peers • The ability to respond to customers’ security and compliance needs proactively and reactively in the alignment of BEMO’s products and service scope • Clear and open communicator with wider teams and stakeholders • Maintains transactional communication with customers or partners • Builds self-awareness about strengths and areas of development by being open to feedback from your manager and peers. • Consistently seeks to improve technical knowledge in the Microsoft technology and security areas Responsibilities & Primary Goals • Monitoring and Maintenance o Proactively secure Microsoft 365 and Azure environments o Monitor all security systems and provide advice on strategy and implementation for the customer base o Conduct security risk and vulnerability assessments on security package customers o Enforce data governance o Patch and vulnerability-managed life cycle o Implement updates programmatically on different security packages offered by BEMO o Send out customer communications on security improvements and maintenance • Automation and Implementation of Managed Service Solutions o Create and document repeatable processes through automation across our managed service maintenance activities o Manage internal projects, provide technical guidance o Must be comfortable performing multiple initiatives simultaneously in a fast-paced environment o Leverage AI and automation technologies to optimize processes, improve response times, and enhance overall managed service delivery • Cross-Group Collaboration and Support o Support the Customer Success team with customer-specific data for security scores and value realization efforts o Provide T1-T2 Team members support for tickets and issues relevant to managed service customers' security and compliance o Working with the BEMO IT Manager to align security policies and processes o Work collaboratively with delivery engineers, operations team members, customer success managers, support engineers, and our BEMO customers o Manage support queue during designated times • Managed Security o Triage: Working with our SOC team and Microsoft Sentinel, you will help filter the noise to prioritize incidents and alerts that matter to alleviate alert fatigue. o Investigate: Investigate and analyze the most critical incidents, and document progress and findings. You will be analyzing logs within M365 tools and Sentinel. o Respond: Contain and mitigate incidents faster with managed response and proactive remediation. o Prevent: Provide detailed recommendations and best practices to go beyond detection and response to prevent future attacks Requirements • Educational degree or diploma in Computer Science, Engineering, or the equivalent in proven experience • 2 + years of experience administrating, managing, and implementing Microsoft Azure and Microsoft 365 as an implementation, security, or support engineer. • Experience analyzing M365 usage data to identify issues and usage patterns • Strong critical thinking, analysis, and problem-solving skills • Strong competency in core professional skills, especially attention to detail, responsiveness, follow-through, and flexibility, with a high degree of emotional intelligence and tact • Ability to work independently and collaboratively with other internal teams when needed • Proven customer service experience with clear and consistent writing, presentation, and communication skills • Azure Cloud experience Specialized Knowledge or Skills Preferred • A Bachelor of Science or Engineering in Computer Science or a related field preferred • Other Microsoft certifications are preferred (AZ-500, SC-300, SC-400, etc.)

Posted 3 days ago
  • Hourly
  • Expert
  • Est. time: More than 6 months, 30+ hrs/week

Company Description MDI Prep Foundation is an education-focused organization committed to preparing students for academic success and college readiness. The Foundation partners with schools, families, and communities to provide structured programs, enrichment opportunities, and guidance that support long-term student achievement. By combining rigorous preparation with mentorship and support services, MDI Prep Foundation aims to expand access to quality education for diverse learners. The organization values collaboration, measurable impact, and innovation in developing growth initiatives and educational pathways. Joining MDI Prep Foundation offers the opportunity to shape strategic expansion while contributing to meaningful educational outcomes. MDI Prep Learning is seeking a highly entrepreneurial Chief Growth Officer (CGO) to lead the growth and monetization of one of the fastest-growing physician-led education brands in the country. With over 100,000 followers on TikTok, 28,000 followers on Instagram, thousands of students served, and a nationally recognized MCAT and healthcare admissions brand, we are looking for someone who knows how to transform audience attention into scalable, predictable revenue. This is not a traditional social media management role. We are looking for someone who understands: Creator businesses Digital education Sales funnels High-ticket consulting Memberships Digital products Email marketing Partnerships Paid advertising Analytics AI marketing automation Your mission is simple: Turn attention into revenue. About MDI Prep MDI Prep is a physician-led education company founded by Dr. Anthony Sutton, helping students gain admission into: Medical School Dental School PA School Nursing Optometry Other Healthcare Professions Current offerings include: MCAT Prep DAT Prep INBDE Prep Private Tutoring Admissions Consulting Workshops Testing Strategy Coaching Primary Objectives Increase monthly recurring revenue. Build scalable digital products. Increase customer lifetime value. Create automated marketing funnels. Expand MDI Prep into the leading physician-led education brand. Key Responsibilities Revenue Growth Develop strategies that generate consistent monthly revenue. Build revenue forecasts. Identify new business opportunities. Create product launch calendars. Develop pricing strategies. Increase average order value. Social Media Monetization Develop monetization strategies for: TikTok Instagram YouTube Facebook LinkedIn Create campaigns that convert followers into customers. Implement comment automation. Optimize call-to-actions. Increase consultation bookings. Sales Funnel Development Email Marketing Build automated email sequences. Segment audiences. Increase open rates. Increase conversions. Recover abandoned consultations. Launch promotional campaigns. Product Development Help launch products such as: MCAT Membership CARS Academy Parent Academy Medical School Application Course Study Skills Course Test Anxiety Course Digital Downloads Monthly Coaching Programs Marketing Analytics Track: Cost per lead Conversion rate Consultation bookings Customer acquisition cost Revenue per platform Email performance Lifetime customer value Monthly recurring revenue Present executive dashboard every month. Strategic Partnerships Develop partnerships with: Universities Medical organizations Student organizations Healthcare companies Corporate sponsors Educational software companies Influencers Paid Advertising Manage or oversee: Meta Ads TikTok Ads Google Ads YouTube Ads Retargeting Campaigns AI & Automation Implement AI tools for: Customer service DM automation Email automation Lead nurturing CRM workflows Content repurposing Sales reporting Ideal Candidate The ideal candidate has experience growing: Online education companies Coaching businesses Creator brands High-ticket consulting businesses Membership businesses Subscription businesses Digital course companies Qualifications Required: 5+ years in Growth Marketing Experience scaling businesses beyond $1M annual revenue Experience with creator monetization Funnel building expertise CRM expertise Strong analytics skills Preferred: Experience working with: Kajabi Stan Store ClickFunnels HighLevel HubSpot ActiveCampaign ConvertKit Stripe Zapier ManyChat TikTok Shop Google Analytics AI marketing tools Success Metrics (KPIs) Within 90 Days Increase consultation bookings by 40% Launch one digital product Create automated email funnel Implement CRM automation Increase monthly revenue by 20% Within 6 Months Launch membership program Launch recurring workshops Increase email list by 10,000+ Double monthly recurring revenue Create sponsorship opportunities Within 12 Months Scale MDI Prep into a nationally recognized healthcare education brand generating predictable recurring revenue across multiple products.

  • Hourly: $70.00 - $125.00
  • Expert
  • Est. time: Less than 1 month, Less than 30 hrs/week

Overview I am seeking an experienced healthcare revenue cycle consultant who has extensive, real-world experience with both eClinicalWorks and athenahealth. Ideally, you currently work with one or both systems daily as a practice administrator, billing manager, consultant, implementation specialist, or revenue cycle leader. This is not a software implementation project. I am performing due diligence before selecting an EHR/Practice Management platform for a new multi-provider outpatient psychiatry practice. The goal is to understand the real-world strengths, weaknesses, hidden costs, workflow differences, automation capabilities, customer service, and billing implications of each platform from someone who has extensive practical experience. Required Qualifications 5+ years of experience with eClinicalWorks and/or athenahealth Extensive knowledge of: Medical billing Revenue cycle management Insurance claims Clearinghouses Behavioral health workflows Scheduling Reporting Financial operations Current or recent daily use of eClinicalWorks strongly preferred Psychiatry or behavioral health experience is a major plus Consultation Topics 1. Overall Recommendation Which system would you choose? Why? Which is better for outpatient psychiatry? Which is better for long-term growth? Which system has aged better? 2. Customer Service & Ongoing Support Customer service is one of the most important factors in our software decision. I am interested in your real-world experience after implementation, not the sales process. Overall Experience Overall customer service quality (1–10) Responsiveness Knowledge of support staff Ease of getting problems resolved Biggest frustrations Day-to-Day Support Support hours Phone support Live chat Customer Portal Email support After-hours support Emergency support Phone Support Do you generally reach a live representative immediately? Typical hold times Are calls routed overseas? Are most issues resolved during the first call? Typical callback times Customer Portal Typical response time Typical resolution time Ease of tracking tickets Escalation process Quality of follow-up Support Quality Knowledge of first-level support Frequency of escalation Typical turnaround for: "How do I..." questions Billing questions Reporting questions Technical issues Software bugs Account Management Dedicated account manager? Quarterly business reviews? Upgrade assistance? Proactive recommendations? Overall Comparison Compare customer support between eClinicalWorks and athenahealth. Which company provides the better long-term customer support experience? Which would you trust more for a growing practice? 3. Billing, Revenue Cycle Management (RCM) & Financial Reporting (Use the expanded RCM section we previously created, including revenue cycle workflow, contract fee schedules, allowables, reporting, analytics, automation, and overall comparison.) 4. Psychiatry Workflow Medication management Therapy Combined E/M + Psychotherapy billing 99213 99214 99215 90833 90834 90792 Documentation workflow Templates Intake workflow PHQ-9 / GAD-7 Behavioral health features 5. AI Functionality Sunoh AI Ambient listening AI note quality Time savings AI assistants Real-world usefulness Biggest limitations 6. Scheduling Scheduling workflow Waitlists Recurring appointments Open Access Self scheduling Appointment reminders Two-way texting Cancellation workflow Rescheduling workflow 7. Patient Communication Patient Portal Secure messaging Text reminders Two-way texting Intake forms Online check-in Balance reminders Telehealth notifications 8. Telehealth Ease of use Reliability Workflow Documentation integration Hidden costs 9. Hidden Costs Please identify any costs practices commonly overlook: Clearinghouse AI Telehealth Text messaging Patient statements Faxing Open Access Interfaces EPCS Wiley Practice Planners Additional modules Training Upgrades 10. Implementation Typical implementation Training Go-live Data migration Common mistakes 11. Phone System Integration & Call Center Workflow Please discuss how each platform integrates with modern VoIP phone systems. Supported Integrations RingCentral Nextiva Zoom Phone Dialpad GoTo Connect Vonage 8x8 Other recommended systems Workflow Can the software: Automatically identify patients using Caller ID? Pop the patient chart when a call arrives? Open today's appointment? Display upcoming appointments? Create tasks during the call? Document phone calls? Record calls (if desired)? Transfer calls internally? Click-to-call from within the chart? Click-to-text patients? AI & Automation AI call summaries Voicemail transcription Missed-call workflows AI assistants Appointment scheduling directly from incoming calls Reporting Call reports Missed calls Hold times Staff productivity Call recordings Quality assurance Recommendations Which phone system integrates best with eClinicalWorks? Which integrates best with athenahealth? Which would you recommend for a growing outpatient psychiatry practice? Are there any integrations that should be avoided? 12. Integrations Labs Pharmacies Clearinghouses Accounting software Payment processors Outlook / Microsoft 365 Other third-party integrations 13. Performance Speed Reliability Downtime Bugs Browser compatibility Mobile app 14. Favorite Features Top productivity improvements Most valuable features Hidden features Features most practices don't know about 15. Biggest Complaints Biggest frustrations Daily annoyances Workflow limitations Features that need improvement Deliverable I am looking for a 60–90 minute Zoom consultation with someone who has extensive practical experience using these systems—not a salesperson. Please include: Years of experience Current role Systems used Approximate number of practices supported Behavioral health experience Which system you would recommend and why Your hourly consulting rate Final Question If you were opening a brand-new outpatient psychiatry practice today with the goal of scaling from 1 provider to 20+ providers, which EHR, practice management system, AI solution, and phone system would you choose, and why? I am looking for an honest, unbiased assessment based on real-world experience. I am much more interested in practical workflow, customer support, operational efficiency, hidden limitations, and best practices than vendor marketing materials.

  • Hourly: $14.00 - $24.00
  • Expert
  • Est. time: More than 6 months, 30+ hrs/week

About Cloutra Cloutra is an AI-powered recruitment and talent assessment platform that helps companies streamline hiring through automated resume screening, candidate interviews, and structured assessments. Our goal is to help organizations hire faster, improve candidate quality, and make more consistent hiring decisions. Role Overview We are looking for a commercially driven Business Development Manager with existing relationships across HR departments, recruitment teams, talent acquisition leaders, and people operations professionals. This role is ideal for someone who has experience selling HR technology, recruitment services, payroll solutions, employee benefits, workforce management products, training programs, outsourcing services, or similar solutions into HR and talent teams. You will be responsible for generating new business opportunities, building and managing a sales pipeline, developing strategic partnerships, and converting prospects into long-term customers. Responsibilities Business Development & Sales: - Identify, engage, and convert prospective customers across HR departments, recruitment firms, startups, SMEs, and enterprise organizations. - Leverage existing relationships with HR leaders, recruiters, talent acquisition teams, and decision-makers. - Build, manage, and close a strong sales pipeline from prospecting through deal completion. - Conduct outreach through LinkedIn, email, referrals, networking events, conferences, and partnerships. - Lead discovery calls, product demonstrations, commercial discussions, and negotiations. - Clearly communicate Cloutra's value proposition and business impact to prospective customers. Strategy & Market Growth: - Execute business development initiatives across target customer segments. - Identify high-potential industries, customer profiles, channels, and partnership opportunities. - Gather market intelligence on customer needs, competitor activity, pricing expectations, and buying behavior. - Contribute insights that help improve sales messaging, positioning, and go-to-market strategy. - Recommend growth opportunities based on customer feedback and market trends. Partnerships & Industry Engagement: - Represent Cloutra at HR conferences, trade fairs, networking events, and industry forums. - Build relationships with HR communities, recruitment agencies, consultants, and ecosystem partners. - Identify strategic partnerships that support lead generation, brand awareness, and customer acquisition. Reporting & Pipeline Management: - Maintain accurate records of leads, opportunities, and sales activities. - Provide regular pipeline, forecast, and performance updates. - Track progress against agreed sales and business development objectives. Requirements - 3–5 years of experience in B2B sales, business development, partnerships, account management, or commercial strategy. - Existing relationships with HR leaders, recruiters, talent acquisition teams, HR managers, or Heads of People. - Experience selling products or services to HR, recruitment, or talent teams. - Proven ability to generate leads, secure meetings, and close deals through relationship-driven selling. - Experience developing and executing business development or go-to-market strategies. - Strong understanding of HR, recruitment, talent acquisition, workforce management, or employee-related business challenges. - Experience selling SaaS, HR tech, recruitment services, payroll solutions, employee benefits, learning & development, background screening, outsourcing, or related products is highly desirable. - Excellent communication, presentation, negotiation, and relationship-building skills. - Comfortable representing a company at industry events and engaging senior stakeholders. - Ability to independently manage a sales pipeline and consistently drive opportunities forward. - Familiarity with CRM platforms, LinkedIn prospecting, outbound outreach, and sales reporting. Preferred Experience - HR Tech / Recruitment Technology - SaaS Sales - Talent Acquisition Solutions - Payroll & Workforce Solutions - Recruitment Services - Strategic Partnerships

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