by Terrance Ellis | Feb 19, 2026 | Uncategorized
If you’re detail-obsessed in a good way, this is the kind of behind-the-scenes role that keeps care running on time and accurate. You’ll be moving patient data between systems, keeping charts clean, and supporting Admissions and Clinical so the right people have the right info at the right moment.
About Charlie Health
Charlie Health provides personalized, virtual behavioral healthcare for people navigating complex mental health conditions, substance use disorders, and eating disorders. Their mission is to expand access to life-saving care and improve outcomes through connected, virtual treatment.
Schedule
- Remote (U.S.)
- 40 hours/week
- Shifts are 8.5 hours, Monday–Sunday (you choose days)
- Preference for shift start times: 12pm or 2pm MT
- Not available in: Alaska, California, Maine, New York, Oregon, Washington State, Washington DC, Massachusetts, New Jersey, Connecticut, Minnesota
- Background checks required (Florida fingerprint-based; company covers the cost)
What You’ll Do
- Review and transfer patient data between Salesforce and medical records systems
- Maintain patient charts and ensure documentation is complete, accurate, and organized
- Enter/update patient information in databases and EHR/EMR systems; fix discrepancies quickly
- Support Admissions and Clinical with scheduling, meetings, documents, and correspondence
- Track attendance for various teams and handle admin tasks as assigned
- Respond to team inquiries and support workflow/tech questions
- Follow HIPAA and other compliance standards for data privacy and handling
- Collaborate across Admissions, Clinical, and Admin teams to keep operations smooth
- Participate in training and development to strengthen admin/data/compliance skills
What You Need
- 1+ year of relevant work experience
- Associate or Bachelor’s degree (health sciences, communications, or related field)
- Strong organization and attention to detail; able to juggle priorities in a fast-paced environment
- Clear communication skills and comfort working cross-functionally
- Commitment to confidentiality and compliance (HIPAA)
- Willingness to learn new systems/processes
- Bonus: experience with data reconciliation, manual entry, data migration; tools like Google Sheets, Salesforce, EMRs
Benefits
Applications are reviewed on a rolling basis (note for Colorado applicants is included in the posting).
Happy Hunting,
~Two Chicks…
APPLY HERE.
by Terrance Ellis | Feb 19, 2026 | Uncategorized
If you’re the type who can calm people down, get the facts, and move the process forward without losing the human in it, this role fits. You’ll be the connective tissue between families, referral partners, and Charlie Health, making sure people get routed to the right care quickly and cleanly.
About Charlie Health
Charlie Health provides personalized, virtual behavioral healthcare for people navigating complex mental health conditions, substance use disorders, and eating disorders. Their model is built around connection, access, and better outcomes for clients and families.
Schedule
- Remote
- Must be based in Eugene, Oregon (or commutable distance)
- Not available in: Alaska, Maine, Washington DC, New Jersey, California, New York, Massachusetts, Connecticut, Colorado, Washington State, Oregon, or Minnesota
- State background checks required (Florida fingerprint-based; company covers the cost)
What You’ll Do
- Create a supportive experience for clients, referral sources, and external providers
- Work directly with clients and families to understand needs and preferences
- Make accurate, timely outbound referrals for individuals not admitted to Charlie Health
- Collaborate with internal teams (clinical, admissions, etc.) to support the process
- Document all interactions in the electronic record system
- Partner with Outreach and Partnerships to understand referral sources and their services
- Serve as a liaison with partners to keep client experience front and center
- Follow policies/procedures and hit performance metrics/KPIs
What You Need
- Bachelor’s degree (health sciences, communications, psychology, social work, or similar)
- 1–2 years relevant experience (healthcare preferred; patient-facing roles like case management, discharge planning, referrals, admissions, outreach)
- Strong relationship-building and listening skills
- Metrics-driven mindset; history of meeting/exceeding KPIs
- Excellent written and verbal communication
- Highly organized with strong attention to detail
- Authorized to work in the U.S.; native or bilingual English proficiency
- Comfortable in a fast-paced startup environment
- Proficiency in Salesforce + Google Suite/Microsoft Office
- Must live in/near Eugene, OR
Benefits
- Comprehensive benefits for full-time, exempt employees
- Base pay: $45,000–$52,500/year
- Performance-based bonus eligibility (pay varies by location/experience/internal equity)
One thing you should clock: the posting says “Remote,” but it also requires Eugene, OR, and then (weirdly) lists Oregon in the “not available” states. That’s either a posting mistake or an internal compliance limitation. If you’re not in Eugene, don’t waste time applying unless the job page elsewhere confirms broader eligibility.
Happy Hunting,
~Two Chicks…
by Terrance Ellis | Feb 19, 2026 | Uncategorized
If you can lead a team through high-stakes customer conversations and still keep morale and performance high, this role is built for you. You’ll manage Retention Specialists, drive save rates and quality metrics, and build a team that earns a second chance with Pros ready to cancel.
About Housecall Pro
Housecall Pro builds software and services that help home service professionals streamline and grow their businesses. Their tools cover scheduling, dispatching, payments, and more, designed to save Pros time and help them scale profitably. They support 40,000+ businesses and are focused on championing Pros to success.
Schedule
- Remote (United States)
- Full-time leadership role overseeing Retention Specialist Coaches
- Manage scheduling and staffing to meet customer demand (time zone not specified)
What You’ll Do
- Drive key team metrics, including median first response time, first-30-day success metrics, save rates, and QA scores
- Manage team schedules and daily attendance to ensure proper staffing coverage
- Build a supportive, growth-oriented environment focused on performance and development
- Hold regular 1:1s to coach team members, remove blockers, and identify growth opportunities
- Lead training and coaching sessions to sharpen retention conversations and best practices
- Stay current on product updates and upcoming changes, then enable your team with what they need to succeed
- Support evolving business needs through additional projects and priorities as required
- Support hiring by conducting interviews and participating in candidate reviews
What You Need
- 2+ years of experience in customer support, account management, sales, or a related field
- 1+ year of people leadership experience managing teams of 10+
- Bachelor’s degree or equivalent relevant experience
- Experience using AI tools to improve quality and efficiency
Benefits
- Medical, dental, and vision insurance
- Life and disability coverage
- 401(k)
- Flexible, take-it-as-you-need-it paid time off plus paid holidays
- Equity in a rapidly growing startup backed by top-tier VCs
- Paid parental leave
- Monthly tech reimbursement
- Employee Assistance Program (EAP)
- Compensation: $74,000–$82,500 OTE ($51,900–$57,750 base + 30% bonus)
Remote leadership roles with a clear KPI focus get competitive fast. If you’ve got the leadership chops and know how to coach a team through tough saves, don’t wait.
Build a retention team that keeps Pros winning.
Happy Hunting,
~Two Chicks…
by Terrance Ellis | Feb 19, 2026 | Uncategorized
If you’re a CPA or EA who can lead with both precision and people skills, this role puts you in the driver’s seat. You’ll guide SMB clients through smart tax strategy and compliant filings while helping shape a growing advisory function from the ground up.
About Housecall Pro
Housecall Pro builds software and services that help home service professionals streamline and grow their businesses. Their tools cover scheduling, dispatching, payments, and more, all built to save Pros time and help them scale profitably. They support 40,000+ businesses and are on a mission to champion Pros to success.
Schedule
- Remote (United States)
- Full-time role supporting SMB tax clients
- Work expectations include client-facing advisory and return oversight (time zone not specified)
What You’ll Do
- Deliver personalized tax advisory services to small and medium-sized business clients, focused on strategic planning and compliance
- Support preparation and review of tax returns with precision, ensuring adherence to federal and state regulations
- Answer client questions on tax planning, deductions, and savings opportunities
- Maintain strong, trust-based client relationships through responsive, thoughtful communication
- Stay current on evolving tax legislation and apply insights proactively to client needs
- Use tax preparation software to streamline workflows and ensure accuracy (Intuit ProConnect, Drake, UltraTax)
- Identify common client issues and contribute to improvements in processes and documentation
- Partner cross-functionally with Customer Success and Product to advocate for SMB tax needs
- Share knowledge, coach peers, and contribute to a collaborative, learning-oriented team environment
- Support quality control by reviewing selected peer work when needed for compliance and consistency
What You Need
- Active CPA or Enrolled Agent (EA) certification (required)
- 3+ years of tax preparation and advisory experience, ideally with SMB clients
- Strong understanding of IRS and state tax laws and filing requirements
- Proficiency with modern tax prep tools (Intuit ProConnect, Drake, UltraTax)
- Bachelor’s degree in Accounting, Finance, or a related field (or equivalent experience)
- Experience using AI tools to improve quality and efficiency
Benefits
- Medical, dental, and vision insurance
- Life and disability coverage
- 401(k)
- Flexible, take-it-as-you-need-it paid time off plus paid holidays
- Equity in a rapidly growing startup backed by top-tier VCs
- Paid parental leave
- Monthly tech reimbursement
- Employee Assistance Program (EAP)
These roles don’t stay open forever, especially when they’re remote and client-facing. If you’ve got the credentials and you want real influence in how an advisory function grows, move now.
Help SMB owners make smarter tax decisions and help build the system that supports them.
Happy Hunting,
~Two Chicks…
by Terrance Ellis | Feb 19, 2026 | Uncategorized
If you’re a CPA or EA who likes translating tax chaos into clear, confident next steps for business owners, this one’s for you. You’ll advise SMB clients, oversee accurate filings, and help uncover real savings while helping build a growing advisory function from the ground up.
About Housecall Pro
Housecall Pro builds software and services that help home service professionals run and grow their businesses. Their tools support scheduling, dispatching, payments, and more, designed to save Pros time and help them scale profitably. They support 40,000+ businesses and are focused on championing Pros to success.
Schedule
- Remote (United States)
- Full-time role supporting SMB tax clients
- Work expectations include client-facing advisory and return oversight (time zone not specified)
What You’ll Do
- Deliver personalized tax advisory services for small and medium-sized business clients, focused on planning and compliance
- Support preparation and review of tax returns, ensuring adherence to federal and state regulations
- Answer client questions on deductions, planning strategies, and savings opportunities
- Build and maintain trust-based client relationships through responsive communication
- Stay current on tax law changes and apply updates to client situations proactively
- Use tax prep software to streamline workflows and ensure accuracy (Intuit ProConnect, Drake, UltraTax)
- Identify recurring client issues and help improve internal processes and documentation
- Partner with Customer Success and Product to advocate for SMB tax needs
- Share knowledge with teammates and contribute to a collaborative learning culture
- Provide quality control by reviewing peer work when needed for compliance and consistency
What You Need
- Active CPA or Enrolled Agent (EA) certification (required)
- 3+ years of tax preparation and advisory experience, ideally serving SMB clients
- Strong understanding of IRS and state tax laws and filing requirements
- Proficiency with modern tax tools (Intuit ProConnect, Drake, UltraTax)
- Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience)
- Experience using AI tools to improve quality and efficiency
Benefits
- Medical, dental, and vision insurance
- Life and disability coverage
- 401(k)
- Flexible, take-it-as-you-need-it paid time off plus paid holidays
- Equity (startup backed by top-tier VCs)
- Paid parental leave
- Monthly tech reimbursement
- Employee Assistance Program (EAP)
Hiring ranges don’t hang around forever. If you’ve got the credentials and you want a client-facing tax role with real influence, move on it.
Help business owners make smarter tax decisions, and help build the advisory engine that supports them.
Happy Hunting,
~Two Chicks…
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