Altarum

• Develop communications strategies and campaigns that help people make informed decisions about their health • Lead or support integrated health communications initiatives involving public health education, strategic communications planning, audience research, content initiatives, client engagement, and project management.

• Develop and deliver trainings on evidence-based practices for SUD, co-occurring mental illness, and integrated behavioral health care • Provide hands-on technical assistance to community-based organizations across San Diego County • Design, develop, and continuously update training curricula and materials focused on evidence-based practices for substance use disorder treatment, co-occurring mental illness, and integrated dual-diagnosis care • Tailor training content to the needs, capacity levels, service models, and populations served by community-based organizations • Deliver engaging, competency-based trainings and learning collaborative sessions in multiple formats, including in-person workshops, webinars, asynchronous modules, and communities of practice • Provide ongoing, individualized technical assistance to an assigned caseload of community-based organizations across San Diego County • Coach CBO staff on the practical application of evidence-based practices, clinical workflows, and quality improvement strategies • Conduct organizational and workforce needs assessments to identify training and TA priorities specific to each organization’s population, staffing, and service model • Support CBOs in strengthening clinical and organizational capacity to deliver effective, culturally responsive behavioral health services • Build and maintain trusted, collaborative relationships with CBO leadership and direct service staff to encourage sustained engagement with training and TA offerings • Stay current on the evidence base and California-specific guidance for SUD and co-occurring disorder treatment • Support the integration of peer support specialists and community health workers into clinical teams • Represent the TTA Center at community meetings, coalitions, and provider convenings to promote available trainings and TA resources

• Oversee and direct planning, research, content, and strategy development of complex efforts • Be a trusted advisor to clients and external partners who touch the client’s business, as well as with internal project teams • Take responsibility and accountability for larger projects, including the work and the process • Create momentum within the team to deliver high quality work and identify opportunities to drive growth • Think one step ahead, identifying potential opportunities and next steps needed, flagging risks, and coming up with solutions for how the team can fulfil or overcome them • Provide direction and feedback to junior team members in daily and ongoing responsibilities; mentoring them for growth within the team • Design and implement process improvement efforts in strategic and innovative ways • Prioritize and delegate assignments and requirements, as needed • Model and encourage company values • Influence decisions and drive change • Participate in the hiring and onboarding of new team members • Help drive the new business process including organic growth

• Oversee and direct planning, research, content, and strategy development of complex efforts • Be a trusted advisor to clients and external partners who touch the client’s business, as well as with internal project teams • Take responsibility and accountability for larger projects, including the work and the process • Create momentum within the team to deliver high quality work and identify opportunities to drive growth • Think one step ahead, identifying potential opportunities and next steps needed, flagging risks, and coming up with solutions for how the team can fulfill or overcome them • Provide direction and feedback to junior team members in daily and ongoing responsibilities; mentoring them for growth within the team • Design and implement process improvement efforts in strategic and innovative ways • Prioritize and delegate assignments and requirements, as needed • Model and encourage company values • Influence decisions and drive change • Participate in the hiring and onboarding of new team members • Help drive the new business process including organic growth

• Strive for a deliberative, results-oriented, transparent and mission-driven workplace • Work together with senior leaders to retain and grow current clients, attract new clients, and expand capabilities and offerings • Build and nurture client relationships by providing team leadership and strategic guidance to clients • Develop appropriate strategies for the best possible outcome for clients and the firm • Lead proposals, bids, extensions and recompetes, and help ensure market-appropriate and competitive proposal design and pricing • Apply a growth mindset to cross-enterprise collaboration with other Altarum operating divisions • Maintain a strong grasp on market environmental conditions, pricing strategies, and technological advancements • Build and develop talent to drive the future success of the organization • Strategically recruit, hire, and develop people and teams, to include coaching Account Directors on growth and client relations • Provide oversight and quality control for all client accounts in their portfolio • Support growth, productivity, and impact in measurable, tangible ways • Ensure individual portfolio accounts are profitable and sustainable • Develop and execute innovative and creative solutions for account teams • Coordinate with Account Directors in their contract-level performance, budget and management, and risk review and mitigation efforts • Ensure a high level of client satisfaction across the portfolio • Interact with corporate support functions in finance, legal, contracts, marketing and communications, and others to respond to and manage data calls, contract issues, and thought leadership initiatives

• Support active capture efforts through coordination, tracking, documentation, and follow-through across multiple workstreams and stakeholders. • Conduct market, agency, and competitive intelligence research to support opportunity identification, qualification, strategic positioning, and advance preparation. • Partner with Proposal and Opportunity Management team members to support early review and pre-qualification of future or forecasted opportunities. • Maintain pipeline and capture documentation, workflows, and opportunity data within CRM platforms; experience with Zoho CRM is a plus. • Help facilitate capture review meetings, gate reviews, action tracking, and opportunity prioritization discussions. • Build and maintain capture tools, templates, job aids, and process documentation to improve consistency and adoption across teams. • Support growth reporting and pipeline health tracking, including KPIs, forecasts, and other visibility tools. • Use AI-enabled tools and research platforms to support market analysis, agency research, opportunity forecasts, and capture preparation. • Partner with division leaders, capture teams, and proposal colleagues to improve operational discipline, visibility, and execution across pursuits.

• Lead recurring forecasts, EAC updates, and financial planning activities across a portfolio of government contracts • Identify financial risks and opportunities and provide actionable recommendations to leadership • Drive annual budgeting and periodic reforecasting processes, including templates, reporting, and executive-ready summaries • Partner closely with project managers and division leadership to improve funding utilization, margin performance, and project financial discipline • Oversee pricing support through management of a pricing-focused Financial Analyst • Review pricing models, assumptions, and cost volumes for proposals and contract modifications • Apply government contracting expertise related to indirect rates, allowability, funded ceilings, and contract compliance • Support compliant and competitive pricing strategies across contract types including cost-reimbursable, T&M, and fixed-price contracts • Utilize Deltek Costpoint (Planning module preferred) to maintain accurate plans, reconcile actuals, and improve reporting integrity • Develop and maintain audit-ready financial models, standardized templates, and forecasting tools • Identify opportunities for automation, reporting enhancements, and process optimization • Explore innovative uses of AI within FP&A to improve forecasting accuracy, pricing strategy, and margin optimization • Coach and develop a Financial Analyst, ensuring quality, prioritization, and cross-functional collaboration • Foster a culture of accountability, continuous improvement, and analytical excellence

• Evaluate existing engagements and platforms—such as public health interoperability implementations, state workforce management tools, and Medicaid integration advisory work—to identify candidates for productization, develop business cases to support investment decisions, and own the ongoing management, roadmap, and market performance of launched offerings • Lead the product innovation lifecycle end-to-end: from identifying opportunity patterns across client engagements through validation, concept definition, business case development, productization, go-to-market readiness, and ongoing offering management • Conduct or coordinate market research, competitive analysis, and client discovery to validate whether identified opportunities are worth pursuing • Define offering concepts including value propositions, target buyers, differentiation, success criteria, and positioning • Develop business cases for executive investment decisions, working with Finance to validate cost assumptions and financial projections • Guide productization efforts as the internal client, ensuring delivery teams translate approved concepts into solutions that can be scoped and delivered consistently for new clients • Coordinate go-to-market readiness with Growth, including positioning, messaging, pricing, and internal enablement • Monitor active offering performance—adoption, delivery economics, client satisfaction, and pipeline—and make recommendations on continued investment, evolution, or retirement • Identify and champion cross-cutting offering opportunities that leverage Altarum’s combined research, policy, technology, and communications capabilities • Establish and maintain a lightweight product-management cadence: portfolio reviews, pipeline alignment, and feedback loops with delivery and Growth teams

• Own contribution margin performance across the state project portfolio. Manage utilization, burn rates, and forecast accuracy in partnership with finance • Ensure consistent, on-time, on-budget delivery across all state projects. Establish and maintain project governance including risk management, escalation protocols, quality assurance, and standardized PM/agile methodology • Serve as the senior client relationship owner for state accounts. Drive organic growth through strategic account planning, cross-sell and expansion conversations, and proactive identification of follow-on opportunities • Manage and develop a cross-functional delivery team including delivery managers, project managers, software engineers, interoperability analysts, and QA engineers. Maintain a forward-looking 60–90 day resourcing outlook • Standardize delivery processes, reporting, estimating, and agile practices across the portfolio. Build repeatable operational practices that support PHT’s growth and scaling objectives • Partner with the Technical & Offerings function to ensure architecture consistency, standards compliance, and reuse of repeatable solutions across projects • Collaborate with Growth & Market Development on strategic account planning and pursuit support for existing client expansion opportunities • Participate as a member of the PHT leadership team, contributing to division strategy, OKR development, and cross-functional decision-making

• Lead multiple concurrent behavioral health research, training, and technical assistance projects, ensuring deliverables meet quality, timeline, and budget expectations. • Translate strategic direction from the Program Director into actionable project plans and coordinated workstreams. • Anticipate challenges and implement solutions that protect client outcomes and organizational reputation. • Produce and oversee high-quality client-ready written deliverables, including strategic plans, assessments, policy analyses, executive summaries, and proposals. • Translate complex systems, policy, and operational information into clear, actionable recommendations. • Ensure all products reflect accuracy, clarity, and professional polish. • Supervise and mentor project managers and project staff, providing clear expectations, coaching, and constructive feedback. • Foster a team-oriented, collaborative environment that encourages respect, accountability, and shared success. • Model alignment with leadership priorities and uphold organizational values in all interactions. • Serve as the primary day-to-day contact for clients, managing expectations and building durable, trust-based relationships. • Facilitate meetings, presentations, and strategic discussions with professionalism and diplomacy. • Partner with the Program Director on portfolio strategy, performance monitoring, and growth planning. • Contribute to business development, including proposal preparation and scopes of work.