ROLES & RESPONSIBILITIES
Kevin Rosenbloom
(The Protector, The Epicure)
CEO
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WORK SCHEDULE: 8:00 AM - 5:00 PM PST
RESPONSIBILITIES:
- Lead our team to provide the best client experience for ordering premium custom orthoses
- Along with other managers, I am responsible for making sure we have the best players on our team
- I am also responsible for making sure our team can perform at the highest possible level
- Sales and marketing strategy
- Manufacturing strategy
- Products in our portfolio
- I am also responsible for managing our P&L
- I am also responsible for strategic mergers and acquisitions, vendor partnerships and direction of our team
Jeff Root
(The Perfectionist, The Protector)
President
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WORK SCHEDULE: Monday to Thursday / 8:00 AM - 5:00 PM PST
RESPONSIBILITIES:
- CAD/CAM processes and procedures training and development
- Design Sharp Shape CAD/CAM orders and pre-milling data file management
- Support employee education, training and development efforts
- Assist with marketing and marketing materials development
- Client education and support: direct and indirect
- Manage in-home office systems and equipment
Kathy Root
(The Perfectionist, The Loyal Skeptic)
Director
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WORK SCHEDULE: 8:00 AM - 5:00 PM PST
RESPONSIBILITIES:
-
Support Teams
- Order Entry
- Customer Service
- Pending Clarification
- QA
- Collections
- SS Design
- KRM Development
-
Quality Assurance
- Root orders
- Other as needed
-
Client Support
- Prescription Writing
- Biomechanical Consultation
- Richie Braces
- SPOC for several clients
- General Questions
Jacob Karp
(The Perfectionist, The Protector)
Vice President
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WORK SCHEDULE: 8:00 AM - 5:00 PM PST
RESPONSIBILITIES:
- Team education/training
- Clinician training and onboarding
- Clinician point of contact: support and escalation
- Tech support (internal/external)
- Oversee operations teams
- Oversee orbase development
- Manage staffing (hiring/payroll)
- Financial reporting
- Process development
- Internal auditing
- New venture project management
Lisa Knox
Program Director
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WORK SCHEDULE: 9:00 AM - 5:00 PM PST
RESPONSIBILITIES:
- Working on a BIQ course
NEW CLIENT ENGAGEMENT AND CLINICAL SUPPORT
Dr. Stefan Feldman
(The Romantic, The Observer)
Clinical Liaison
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WORK SCHEDULE: Tuesday, Thursday 8 AM -11 AM PST, plus flexible as needed
RESPONSIBILITIES:
- Provide professional consultation on podiatric, medical and biomechanical matters
- Share client's perspective with others, based on my previous professional experience
- Provide advanced customer support, with employees, and on a peer to peer basis
- Problem solve difficult cases
- Assist in executive functions in support of company officers
- Assist in inservice education of team members
- Engage potential and existing clients to better provide our products and services
- Create content for newsletters, emails and advertising campaigns
- Interact with respondents to newsletters, emails and advertisements
- Create educational and clinical materials
BIQ CERTIFICATION
Dr. Rich Blake
Medical Director
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WORK SCHEDULE: Mondays 10-12, Tuesdays 9-11, and Wednesday 8-2 PST
RESPONSIBILITIES:
- Creating an educational email each Tuesday
- Creating a course in Biomechanics
SALES / ONBOARDING
Fran Lucas
(The Observer, The Perfectionist)
Client Development Specialist
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WORK SCHEDULE: 5:00 AM - 2:00 PM PST
RESPONSIBILITIES:
- Potential Clients’ Point of Contact
- Building Sales Pipeline
- Developing and executing strategic plans to achieve sales targets and expand KRM’s customer base
- Sales Weekly and Monthly Reports
- Setting up appointments/meetings with potential clients through
- Outbound/Inbound Sales calls, Chats, Emails
- Sales Meetings
- Oversee Onboarding process
- Teammates' Performance Improvement Planning/Coaching
SHIPPING
Neil Medina
(The Giver, The Loyal Skeptic)
Shipping Supervisor
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WORK SCHEDULE: 8:00 AM - 5:00 PM PST
RESPONSIBILITIES:
- Operate Mill
- Keep Shipping Department on Task
- Manage Inventory
- Handle Inquiries in a Timely Manner
- Uphold KRM Quality Standards while
- Quality Checking and Shipping
- Orders
- Cut/Trim Cast for Scanning
- Xtern Modification and Assembly
- Keep a Positive Attitude
- Training/Coaching
Danny Bove
(The Perfectionist, The Protector)
Shipping Specialist
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WORK SCHEDULE: 8:00 AM - 4:30 PM PST
RESPONSIBILITIES:
- Print a daily rush list and locate orders in the warehouse
- Stage and place orders in their specific cubbies
- Scan orders as finished when received from all vendors
- Perform Quality Control of all orthotics, if order is correct, print labels, orthoses record, pack and ship; if it is incorrect, reject and inform QA to process the error or send devices back to the manufacturer for a remake
- Create, print and ship sticky labels when requested
- Refill shipping station with supplies.
Scanning, Receiving and QA back up when needed
DESIGN
Juan Cruz Chacama
(The Epicure, The Giver)
Graphic + Web designer
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RESPONSIBILITIES:
- Branding
- Advertising
- Graphic design
- Web design
- Web/App design
- Photography directing
Dora Ajduković
(The Performer, The Epicure)
Graphic Designer
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WORK SCHEDULE: 11:00 PM - 7:00 AM PST
RESPONSIBILITIES:
- Designing and updating Interactive Order forms
- Design promotional print materials (Pirice lists, brochures, labels, posters, business cards, etc.)
- Design digital materials (visuals for website + social media, email signatures, etc.)
- Website updates
- Social media posts
- Preparing client's logos for orthoses printing
- Illustrations and infographics
- Photo editing
- Updating KRM drive with all print and promotional materials
- Basic animations (gifs)
ADMIN/TECH SUPPORT
Emm Miraflor
(The Perfectionist, The Loyal Skeptic)
Order Entry Admin
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WORK SCHEDULE: 8:00 AM - 5:00 PM PST
RESPONSIBILITIES:
- Email Management (ScanApp)
- Prepare morning and afternoon Team Hammer Meeting Slides Presentation
-
Order Entry Support
- - Assign orders received in ScanApp to OE Team Members
- Input all assigned orders in Order Entry Tracker
- Coordinate with OE on orders that need verifications and updates
- Attend to OE's queries
-
CS Support
- Take inbound calls during Vanilla Ice meetings
- Attend to CS' queries on order status updates and requests to ship
- Track status of red tag orders, send to Shipping daily must-ship list (rush list), update New Client First Order Spreadsheet
- Track and update Remove from Hold and Pending Clarifications Tracker
-
QA Support
- Coordinate with QA on orders needing attention (no start date from pending clarifications, need processing error order and lab error requests, QA questions from Manny)
- Re-upload production cards and scans Manny can't download
- Upload Root orders to Manny Order Drive
-
Shipping Support
- Add rush date on orders that needs to ship (FIFO) from Orders Pending Shipment
-
Audit
- Audit ScanApp received and entered orders
- Audit Work in Progress Report (Manny, Gerry, KRM, Turbomed, PLS
- Audit Daily Performance Report
- Audit Orders on Hold and Pending Clarification
- Audit Orders Pending Shipment
- Audit Past Due Orders (Coordinate with Manny and PLS on status of past due and rush orders)
Girlie Sioson
(The Perfectionist, The Giver)
Admin Manager
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WORK SCHEDULE: 8:00 AM - 5:00 PM PST
RESPONSIBILITIES:
- Invoicing
- Financial report
- Inventory of materials
- Purchasing order officer
- Audit reviews
- Hipaa Compliance officer
- Monitoring of production-related matters such as courier scheduling, tracking down of time-sensitive orders from all manufacturers, FedEx shipping labels, managing our AP (vendors, manufacturers, courier), keeping track of new clients onboarded by our sales team.
- Monitoring human-resource/team concerns such as PTO & bonus pay.
ORDER ENTRY
Michelle Santiago
(The Perfectionist, The Loyal Skeptic)
Operations Manager
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WORK SCHEDULE: 8:30 AM - 5:00 PM PST
RESPONSIBILITIES:
- Quality Assurance Supervision
- Order Entry Training
- Production Team Oversight
- Order Review w/ Clients
- Financial Reporting (Training)
- Inventory Management (Training)
- Biomechanical Expert (Training)
Mara Valdez
(The Perfectionist, The Performer)
Quality Assurance Specialist
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WORK SCHEDULE: 8:00 AM - 5:00 PM PST
RESPONSIBILITIES:
- QA orders for all MFR's process and submit
- Process Order Entry and Lab error- submit to Manny
- Manage/Respond to emails from manufacturers when necessary
- Assists order entry team for any questions/clarifications daily
Gloria Loza
(The Mediator, The Loyal Skeptic)
Order Entry Admin
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WORK SCHEDULE: 9:00 AM - 5:30 PM PST
RESPONSIBILITIES:
- Receiver
- Open the boxes,make sure the account name and the patient name math the order form stamp them received
- Scan Orders and sent to KRM
- Bisect and scan Root Order's
- Check orders in Orbase to make sure they got enter & order form scanned into orbase
- Help Noemi
- Place cast in boxes with the date being scanned
- Answers questions from Kathy and the Order/Entry Team
- Check Status Request Orders w/gerry
- Check the mail
- Clean in general (Office,Bathrooms,Trow the thrash,Sweep,Break all the cardboard )
- Enter Precessing Errors
Maribel Dominguez
(The Perfectionist, The Performer)
Order Entry Specialist
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WORK SCHEDULE: 8:00 AM - 5:00 PM PST
RESPONSIBILITIES:
- Responsible for entering correct order received via scanapp
- Updating orders if the doctor requests it
- Posting pending orders in basecamp to be able to reach out by the CS team
- Checking and reviewing orders in orbase to be able to improve and correct future orders
Eunice Chico
(The Observer, The Loyal Skeptic)
Order Entry Specialist
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WORK SCHEDULE: 8:00 AM - 5:00 PM PST
RESPONSIBILITIES:
- Order Entry
- iMed file conversion
- Resubmitting orders to Manny that were not downloaded
- Assign and track orders in Scanapp. (Back up)
- Clean and correct Scans. (Back up)
John Martin
(The Perfectionist, The Performer)
Order Entry Specialist
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WORK SCHEDULE: 8:00 AM - 5:00 PM PST
RESPONSIBILITIES:
- Process orders assigned
- Submit 3D design of orders needed
- Coordinate with the team of orders that need attention
- Attend to concerns/task assigned to me
- All other necessaries related to order entry and processing
Justine Buerman
(The Perfectionist, The Performer)
Operations Assistant
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WORK SCHEDULE: 8:00 AM - 4:30 PM PST
RESPONSIBILITIES:
- Bisect cast & preparation to scanned
- Maintain & Operate the mill
- Assist shipping department, ( search for rushes ), ( search for molds to be returned)
- Training QC & Shipping
Noemi Bravo
(The Epicure, The Perfectionist)
Operations Manager
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WORK SCHEDULE: 6:00 AM - 2:30 PM PST
RESPONSIBILITIES:
- Manage team meetings every morning and afternoon (hammer meeting)
- Manage a separate team meeting with OE and QA discussing questions and errors
- QA orders for all MFR's process and submit
- Bisect Root casts and give to Neil to cut them down (as a back up)
- Scan root casts as needed (as a back up)
- Manage my email
make follow up calls or accounts requesting to speak to me - Process order entry and lab errors and submit to Manny & Gerry
- Train new hires on order entry
- Making sure Gloria stays on task
- Make sure works gets sent to Gerry by 3:15
- Receive and scan orders for the receiving department (as a back up)
- Assist and answer order entry questions and general questions for the entire team (through out my entire shift and after hours)
- Gerry question in the morning and questions in the afternoon
- Mila questions in the evening
- Send checks in receivables chat for deposit
- Make the deposit once a week
answer incoming calls and text messages directly to work cell phone
CLIENT SERVICE
Victor Arroyo
(The Protector, The Perfectionist)
Collections/Client Service Manager
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WORK SCHEDULE: 8:00 AM - 5:00 PM PST
RESPONSIBILITIES:
-
Customer Service
- Manage team meetings every morning, discussing plan for the day and checking on all areas in Customer Service making sure that everything is being attended to properly.
- Plan and assign tasks and action plans for specific concerns
- Do individual coaching for agents for strengths and challenges
- Answer and service inbound calls
Do outbound calls if necessary for servicing - Support team for any concerns and questions they may have
- Manage West LA VA charging of invoices and act as SPOC for all concerns they may have
- Manage the Hello and Orders email -Manage the chat system
- Manage XTERN warranty returns
- Manage and assign Dixon referrals and other patients for Kevin
- Manage all CS trackers and make sure they are up to date and taken care off
-
Collections
- Manage autopay charging for legacy Kevin accounts and KRM accounts
- Manage autopay charging for legacy Root accounts -Does outbound collection calls
- Sending of emails to some clients for collections
- Recording of checks in QB -Taking cc payments over the phone
- Answering emails and call inquiries on invoices and payments
- Does accounting and auditing from time to time
- Creating and managing the aging report or collections system
Isabel Moral
(The Perfectionist, The Protector)
Client Service Manager
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WORK SCHEDULE: 5:00 AM - 2:00 PM PST
RESPONSIBILITIES:
- SPOC for accounts in Eastern time zone
- Reply to emails received in my personal email, hello email and orders email
- Assist client inquiries received via chat
- Processing payments if needed and provide billing answers if applicable ( just the basic ones)
- Patching scans if necessary
Rhiza Mae B.
(The Perfectionist, The Epicure)
Client Service Manager
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WORK SCHEDULE: 8:00 AM - 5:00 PM PST
RESPONSIBILITIES:
- Handle both inbound and outbound calls
- Call clients to verify Pending
- Clarification/Hold orders
- Ensure that orders of the newly onboarded clients are shipped in a timely manner
- Make sure that shopify orders are shipped in a timely manner and send tracking numbers to customers
- Order Orthofeet, Revere and Impression foam
PROJECT TEAMS
SOCIAL PRESENCE
facebook, insta, email, linkedin, forum...
Dora
- design, illustration, scheduling, advertising, maintenance
Dr. F
- creating content, managing Forum
Dr. Rich Blake
- creating content
Tomi
- design supervision
WEB
Website development
Juan
- design, development
Kevin
- supervision, creating content
Dora
- design, illustration, maintenance
BIQ
Biomechanical Intelligance Quotient Course
Lisa
- directing, advertising
Dr. Rich Blake
- creating content, editing
Juan
- design, advertising
Dora
- design, illustration
APPS & INTRANET
Foot ID, Orweb, Orbase
Jacob
- directing, developing
Kevin
- supervision
Juan
- design, development
Dora
- design, illustration, content
ORDER FORMS
Creating and developing order forms
Dora
- design, illustration
Kevin
- supervision, editing
Jacob
- editing
Kathy
- editing
Jeff
- editing
FOOT FUNCTIONAL
Visual communication, brand development
Juan
- design, advertising, web, packaging...
Kevin
- directing
Lisa
- advertising supervision
Dora
- design, illustration, photo editing, advertising
CUSTOMISED TOP COVERS
Adjusting logo for print
Girlie Sioson
- coordination
Dora
- design, illustration
Jacob
- supervision
ONLINE FORMS
Time Off Request
Please submit the times you need to take off from work and the type of leave you are taking TWO WEEKS prior to your preferred dates.
Employee Orthotics
We encourage the team to place six (6) pairs of orthotics per year. Please fill this out whenever you place an order. Note: Here's how you can produce your foot impressions without using the Foot ID App or if you're not an iPhone user.
Please feel free to contact Cris for any questions/concerns.
Platforms/Tools Error Report
Our tech tools help us provide exceptional services to our clients. Please fill out this form whenever you encounter issues or errors.
Comments & Suggestions
We would love to hear your comments and suggestions on how we can improve your systems and processes.
Your thoughts are greatly appreaciated.