Applied AI Analyst

<p>We’re a professional services firm focused on CFO advisory and executive search, and things move quickly here. So we’re looking for someone who is organized, proactive, and comfortable juggling a lot at once without getting rattled.</p><p>A few things that matter for this role:</p><ul><li>Bachelor’s degree preferred</li><li>5+ years of experience supporting senior executives (ideally in consulting, finance, or a similar environment) complex calendar management, event planning, travel coordination, and expense management.</li><li>Strong attention to detail and follow-through</li><li>Someone who can prioritize, adapt, and figure things out without needing a lot of direction</li><li>Comfort working with tools like Microsoft Office, CRM systems, and expense platforms</li></ul><p>You’d also be helping with internal operations, keeping our systems organized, and supporting events and business development efforts.</p><p>We’d strongly prefer someone in the Greater Philadelphia area.</p><p>If this sounds like you, or someone you know, please reach out to discuss further.</p><p><br></p><br/><br/>Please mention the word **SENSATIONS** and tag RMTUyLjU1LjE4NC44NA== when applying to show you read the job post completely (#RMTUyLjU1LjE4NC44NA==). This is a beta feature to avoid spam applicants. Companies can search these words to find applicants that read this and see they're human.

<strong><strong>Department: Support Operations<br><br>Reports To: Senior Manager, Support Operations<br><br>Location: Remote (U.S.)<br><br>Position Type: Full-Time, Exempt<br><br></strong></strong>Position Summary<br><br>The Clinical Coordinator Department Manager oversees the Clinical Coordination team responsible for ensuring all clinical appointments are accurately scheduled, prepared in advance, and supported prior to the visit. This role provides leadership, operational oversight, training, process optimization, and cross-department collaboration to ensure the team consistently delivers accurate, compliant, and efficient clinical coordination across all markets.<br><br>This leader ensures the team executes accurate scheduling workflows, coordinates clinical preparations, and proactively mitigates issues that could impact the schedule.<br><br><strong>Key Responsibilities<br><br></strong><strong>Team Leadership &amp; Performance Management<br><br></strong><ul><li>Lead, mentor, and develop Clinical Coordinators to ensure high standards of accuracy, communication, and accountability</li><li>Conduct regular 1:1s, performance reviews, and ongoing training refreshers</li><li>Oversee team scheduling, workload balancing, and coverage across markets</li><li>Support onboarding and competency development for new team members</li><li>Foster a positive, efficient, and collaborative culture grounded in service excellence and ownership<br><br></li></ul><strong>Appointment Readiness &amp; Schedule Reliability<br><br></strong><ul><li>Ensure all appointments meet readiness requirements, including medical clearance, insurance verification, pre-medication coordination, FS/MAR confirmation, and lab case </li><ul><li>Ensure appointments are scheduled timely, efficiently, and accurately in alignment with provider availability, market zoning, and clinical protocols</li><li>Monitor real-time schedule activity and readiness metrics to maintain schedule stability and reduce disruptions</li><li>Track cancellations, reschedules, and visit delays and ensure timely escalation and resolution</li></ul><li>Root-Cause Analysis &amp; Continuous Improvement</li><ul><li>Analyze recurring scheduling and readiness barriers (e.g., clearance delays, facility responsiveness, lab turnaround)</li><li>Identify trends and operational friction points across markets and coordinators</li><li>Develop preventive strategies and implement workflow updates or SOP improvements</li><li>Support system optimization, automation initiatives, and process refinements in CareStack and Healier</li></ul><li>Cross-Functional Collaboration</li><ul><li>Partner across multiple departments to ensure seamless patient flow and elevated service delivery</li><li>Serve as an escalation point for complex coordination needs or facility/provider concerns</li><li>Communicate trends, risks, and updates to internal partners and leadership</li></ul><li>Data, Reporting &amp; Accountability</li><ul><li>Monitor and report team performance and operational health indicators, including:</li><ul><li>Timely, efficient, and accurate appointment scheduling</li><li>Appointment readiness accuracy</li><li>Reschedule and cancellation rates</li><li>Medical clearance timeliness</li><li>Insurance verification compliance</li><li>Provide weekly insights, prevention actions, and performance updates to leadership</li><li>Ensure accurate documentation standards in CareStack and Healier<br><br></li></ul></ul></ul><strong>Requirements<br><br></strong><strong>Qualifications<br><br></strong><ul><li>Experience: 5+ years in dental, medical, or clinical scheduling/coordination; minimum 2 years leadership experience</li><li>Systems: Experience with CareStack, or similar EMR platforms and Google Suite required</li><li>Knowledge: Strong understanding of medical/dental workflows, pre-med &amp; medical clearance processes, insurance verification, lab case coordination, and multi-facility scheduling</li><li>Leadership: Demonstrated success managing remote teams, coaching performance, and implementing process improvements</li><li>Skills:</li><ul><li>Excellent communication and relationship-building skills</li><li>Strong organizational and prioritization abilities</li><li>Ability to remain calm and solution-focused in a fast-paced environment</li></ul></ul><strong>Key Competencies<br><br></strong><ul><li>Leadership &amp; team development</li><li>Proactive problem solving &amp; root-cause thinking</li><li>Workflow optimization &amp; accuracy</li><li>Accountability &amp; attention to detail</li><li>Efficient decision-making &amp; prioritization</li><li>Cross-functional collaboration</li><li>Service-minded communication with professionalism and empathy<br><br></li></ul><strong>Work Environment<br><br></strong><ul><li>Fully remote role requiring reliable internet access</li><li>Requires ongoing communication with team members, facilities, providers, and internal departments via virtual platforms</li><li>Occasional travel for leadership meetings, in-field shadow sessions, or training as needed<br><br></li></ul><strong>Benefits<br><br></strong>Compensation: Enjoy a competitive hour rate ranging from $25.00-$27.00/hr<br><br>Perks: Enjoy a comprehensive benefits package that includes Medical, Dental, Vision coverage, a 401(k) plan (with 3% match), Life Insurance, and generous Paid Time Off to help you recharge and thrive.<br/><br/>Please mention the word **PROLIFIC** and tag RMTUyLjU1LjE4NC44NA== when applying to show you read the job post completely (#RMTUyLjU1LjE4NC44NA==). This is a beta feature to avoid spam applicants. Companies can search these words to find applicants that read this and see they're human.

<strong>About Canals<br><br></strong>Canals builds software for wholesale distributors, helping them operate more efficiently through automation and AI.<br><br>Our customers are the companies responsible for moving the materials that power the real economy; electrical supplies, plumbing products, roofing materials, HVAC equipment, and more. Every day, thousands of people rely on Canals to help process orders, manage purchasing, handle accounts payable, and streamline critical business workflows.<br><br>We're a profitable, rapidly growing company with a team of roughly 100 people distributed across North and South America. We care deeply about building great products, hiring exceptional people, and creating an environment where talented individuals can do the best work of their careers.<br><br><strong>The Opportunity<br><br></strong>You'll be the first Brand Designer at Canals, owning the visual expression of our brand across every channel and touchpoint. We have a defined brand identity that's ready to be expanded, refined, and brought to life consistently — from our website and digital campaigns to trade show booths, event signage, and branded merchandise.<br><br>In this role, you'll be the steward of how Canals looks and feels to the world. You'll work closely with stakeholders across the company, including Marketing, Product, and Sales, to ensure our brand shows up with quality and consistency.<br><br><strong>What You'll Do<br><br></strong><ul><li>Own and evolve the Canals brand, expanding and refining our visual identity as the company grows</li><li>Design across a wide range of channels and formats: website, digital ads, email, social, sales collateral, trade show booths, event signage, branded merchandise, and more</li><li>Art direct and manage external creative partners and agencies</li><li>Develop and maintain brand guidelines, templates, and asset libraries that enable the broader team to work on-brand without you in the room</li><li>Build self-serve design systems and templates that empower non-designers to work on-brand independently</li><li>Transform product screenshots and UI into polished, story-driven marketing visuals</li><li>Serve as the brand resource for the product design team</li><li>Manage multiple projects and deadlines across a fast-moving marketing org<br><br></li></ul><strong>What We're Looking For<br><br></strong><ul><li>5+ years of brand design experience at a B2B SaaS company or agency serving B2B SaaS clients</li><li>An eye for product marketing visuals</li><li>A portfolio that demonstrates range across digital and physical, campaigns and systems</li><li>Experience owning and evolving a visual identity, not just executing within one</li><li>Proven ability to art direct external agencies, photographers, and creative partners</li><li>Experience building brand guidelines, design systems, and self-serve asset libraries</li><li>Proficiency in Figma and the Adobe Creative Suite</li><li>Excellent collaboration skills; you work well with marketers, PMs, and non-designers and can translate feedback into great work</li><li>Self-motivated and proactive; someone who gets things done without hand-holding</li><li>Comfortable juggling multiple projects and shifting timelines</li><li>Experience in a startup or fast-paced environment is a plus<br><br></li></ul><strong>Why Join Canals<br><br></strong><ul><li>We're building software that solves real problems for an industry that keeps the world running. Our customers rely on our platform every day to operate their businesses. </li><li>We've found strong product-market fit and continue to grow quickly, creating opportunities for people who want to have a meaningful impact on the trajectory of a company. </li><li>We believe great people build great companies. That's why we invest heavily in hiring, development, and creating an environment where talented individuals can do the best work of their careers. </li><li>You'll work alongside ambitious, thoughtful teammates who care deeply about what they do, challenge each other directly, and have a lot of fun along the way. </li><li>We value ownership, transparency, and continuous improvement. Good ideas can come from anywhere, and people are trusted to make things happen. </li><li>We're remote-first, flexible, and distributed across North and South America, bringing together talented people from a wide range of backgrounds and experiences. <br><br></li></ul><em>Canals.ai is an equal opportunity employer. In addition to EEO being the law, it is a policy that is fully consistent with our principles. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status such as race, religion, color, national origin, sex, sexual orientation, gender identity, genetic information, pregnancy or age.<br><br></em><br/><br/>Please mention the word **FLOURISH** and tag RMTUyLjU1LjE4NC44NA== when applying to show you read the job post completely (#RMTUyLjU1LjE4NC44NA==). This is a beta feature to avoid spam applicants. Companies can search these words to find applicants that read this and see they're human.