Page 87 - Schooley Mitchell Discovery Day
P. 87
What We Do - Continued
Responsible for:
▪ Onboarding clients for analysis
▪ Fact Finding, documents gathering, account
authorizations
▪ Act as a liaison between all parties
▪ Add each client to SMARRT
▪ Pursue additional cost categories
We are your super admins -Not just at the beginning, this lasts throughout the entire agreement of the client.
*Optional*
Discovery Day
