CRIO

• Own the operational strategy for all enterprise sponsor programs including Lilly, ICON, Moderna, and future enterprise accounts • Partner with Sales and Executive Leadership to support enterprise deal strategy, solution design, and expansion planning • Define scalable Central eSource operating models across sponsor organizations • Own delivery across all active and planned studies within enterprise sponsor portfolios • Ensure consistency in execution, timelines, and quality across all sponsor engagements • Establish standardized workflows, templates, and delivery frameworks across sponsors • Drive visibility through executive level reporting on portfolio health, risks, and performance • Own the clinical data framework for all sponsor programs, ensuring alignment with industry standards and sponsor expectations • Oversee alignment of eSource data with EDC systems, ensuring accurate, complete, and compliant data transfer • Lead coordination across Sponsor Operations, Central eSource design, Data Migration, Product, Engineering, and Customer Experience teams

• Lead the overall strategy and execution of CRIO’s Sponsor Operations function, overseeing delivery across all enterprise and strategic sponsor programs. • Establish and enforce operational standards, ensuring all sponsor projects adhere to CRIO’s quality, efficiency, and compliance expectations. • Translate organizational goals into measurable outcomes, defining KPIs and success metrics for sponsor delivery performance, client satisfaction, and scalability. • Partner with executive leadership to align sponsor operations with company growth, product roadmap, and market positioning. • Oversee multiple enterprise sponsor portfolios, ensuring programs are delivered on time, within scope, and with high quality. • Supervise and mentor Sponsor Program Managers in managing end-to-end delivery, risk mitigation, and escalation management. • Ensure consistent study execution by aligning Central eSource design, Implementation, and Site Enablement, and Sponsor Project Manager teams under shared delivery frameworks. • Drive continuous improvement through standardized documentation, operational playbooks, and cross-functional reporting systems. • Develop scalable delivery models, workflow frameworks, and SOPs that enhance consistency across sponsor engagements. • Identify process bottlenecks and lead strategic initiatives to optimize handoffs between functional areas (Product, Engineering, CX, and Data). • Champion automation and tooling initiatives that improve visibility, accountability, and client transparency. • Manage and optimize resource allocation across study operations functions to meet demand and delivery targets. • Serve as the senior escalation point for enterprise sponsor relationships, driving resolution and ensuring a best-in-class client experience. • Collaborate with Product and Engineering to translate enterprise feedback into roadmap priorities and platform enhancements. • Partner with the Data and Analytics teams to define sponsor reporting standards and provide visibility into key operational metrics. • Represent Sponsor Operations in strategic client meetings, governance sessions, and executive reviews. • Lead, mentor, and develop a high-performing Sponsor Operations team focused on collaboration, accountability, and growth. • Create clear competency frameworks and progression paths for Sponsor Operations roles (PMs, Operations Leads, Study Managers, and Team Leads). • Foster a culture of continuous improvement, empowering teams to innovate and refine delivery approaches. • Partner with HR and Learning teams to build onboarding, training, and certification programs for sponsor delivery excellence.

• Develop and Lead Clinical Trial Delivery Programs: Help to implement best practice work plans for sponsor and CRO-facing implementations, emphasizing clinical trial delivery and tech capability transfer. Support target service levels focused on quality, efficiency, and client satisfaction. Contribute to RFP responses and guide product roadmap decisions. Surface and expand on strategic vendor partnerships and identify essential integrations for a seamless end-to-end clinical trial workflow. • Help to continue to establish a Site Selection Program: Promote CRIO’s Site Directory as a site selection and performance evaluation tool. Support a data-driven service to assist sponsors in identifying top-performing CRIO sites. Define and monitor key performance metrics to measure site success. • Serve as a Clinical Project Manager: Support existing SPMs in day to day tasks and assist with larger project management as needed. Lead project execution by collaborating with clients to understand project needs, strategies, and deliverables. Guide clients through CRIO platform implementation, process changes, and operational enhancements. Address client concerns, manage escalations, and ensure high client satisfaction throughout the project lifecycle. • Drive Team Productivity and Efficiency: Contribute to project staffing, progress monitoring, and workload management to ensure timely and budget-conscious delivery. Collaborate with senior management to prioritize deliverables for multiple concurrent projects. Interface with internal teams and external vendors (IRT, eCOA, labs) to ensure seamless project execution. Assess CRIO’s service level offerings and propose enhancements for better efficiency and quality. • Support Sales and Marketing Efforts: Partner with sales and marketing to develop and deliver compelling capabilities presentations. Act as a CRIO representative at professional meetings, promoting CRIO’s vision and offerings. • Contribute to Organizational Development: Continuously explore ways to improve departmental processes and cross-departmental collaboration. Take on additional responsibilities as necessary to support organizational growth. • Maintain Industry Knowledge: Stay updated on clinical research trends, client needs, and regulatory developments. Participate in company-sponsored training to enhance technical and industry expertise.

• Own the relationship with newly enrolled CRIO Site Partners, guiding them through the onboarding process from contract execution through launch. • Evaluate Partners against qualification requirements, ensuring they meet CRIO’s standards and are well-prepared to deliver value to CRIO clients. • Ensure Partners are fully set up in the in-app Partner Directory with accurate, complete, and compelling profiles. • Educate Partners on program benefits, expectations, and best practices for maximizing their participation in the CRIO ecosystem. • Execute the entirety of the onboarding progress and maintain accurate records of Partner status and activity. • Identify and resolve onboarding obstacles independently, while also collaborating with internal teams as needed. • Drive the execution of Partner integration activities in collaboration with technical support, including sandbox environment setup, API provisioning, and communicating integration requirements and expectations. • Serve as an ongoing resource for CRIO Partners, responding to questions, requests, and issues in a timely and professional manner. • Maintain regular touchpoints with Partners to assess satisfaction, gather feedback, and proactively identify opportunities to strengthen the relationship. • Direct Partner engagement and flag renewal risks or disengaged accounts to the Associate Director. • Drive collaboration with internal teams (Marketing, Product, Customer Success) to fulfill Partner requests and resolve issues. • Work with Partners to develop and execute co-marketing activities that drive visibility and ROI, including email features, social media spotlights, blog content, and webinar opportunities. • Partner with the CRIO Marketing team to ensure Partner content is on-brand and integrated into the broader CRIO marketing calendar. • Measure co-marketing activity and outcomes, and share results with Partners to demonstrate program value. • Encourage Partners to contribute educational best practice content for CRIO clients. • Play a key role in the planning and execution of CRIO’s annual user conference (CRIO Connect Conference), assisting with logistics, communications, and on-site coordination. • Facilitate Partner participation in the conference, including booth assignments, speaking opportunities, and sponsorship fulfillment. • Orchestrate pre- and post-conference communications, attendee engagement, and follow-up activities. • Drive identification and outreach to potential conference sponsors and participants. • Attend industry events and conferences to network with CRIO clients, represent the Partner Program, and identify potential new Partners.

• Design and implement comprehensive new hire training courses tailored to various roles and responsibilities. • Establish role-specific training programs to support employee growth and skill development. • Continuously improve training materials, including all existing internal resources (videos, manuals, process documentation, etc.), to reflect the latest product developments and industry best practices. • Develop and expand client-facing core product training modules for the Help Center to support client adoption and engagement. • Drive continuous improvements to the Help Center documentation to optimize the performance and accuracy of our AI search functionality over time.

• Develop, maintain, and execute detailed test plans, test cases, and test scenarios with a strong focus on manual validation of complex features and workflows • Perform thorough manual testing, including functional, integration, and end-to-end validation across all stages of the SDLC (Dev, QA, UAT, Production) • Conduct in-depth exploratory testing to uncover edge cases, usability issues, and gaps not covered by predefined test cases • Own and execute manual regression test suites to ensure stability of existing functionality, with a focus on high-risk and business-critical areas • Possess knowledge to navigate data and backend processes using SQL queries, ensuring accurate data flow and system behavior • Perform manual API testing using tools such as Postman to validate request/response structures, error handling, and data consistency • Identify, document, and track defects with clear, detailed reproduction steps, severity/priority assessments, and expected vs. actual outcomes • Collaborate with developers to drive timely resolution • Work closely with Product, Engineering, and other stakeholders to clarify requirements, refine acceptance criteria, and ensure test coverage aligns with business needs • Support release activities by executing pre-release, and post-deployment validation testing to ensure production readiness • Identify opportunities to enhance manual testing practices, test coverage, and QA processes • Contribute to documentation and mentor junior QA team members on testing techniques and best practices • Ensure all testing activities and documentation align with regulatory requirements, including data integrity, audit trails, and validation standards in clinical research software

• Identify and qualify potential leads, outbound and inbound, by phone, email, social media messaging, and other media as they are made available • Manage a sales pipeline, including qualification, pricing, contract negotiation, forecasting, and closing opportunities, won and lost • Meet or exceed monthly and quarterly targets for capabilities demonstrations, proposals sent, and won new business • Become a Subject Matter Expert understanding our products, the impact of our service on our customers’ business, and insights that will make our customers more successful in their business • Develop and maintain relationships with prospects, key clients, and stakeholders, including clinical research sites and academic institutions • Utilize CRM software to track and manage sales activities and document customer interactions • Stay up to date with industry trends, market conditions, and competitors’ offerings to effectively position our products and services • Continuously develop sales skills and product knowledge through training, workshops, and self-learning to enhance sales performance • Collaborate with cross-functional teams, including marketing, product management, and engineering, to ensure that customer needs are met or exceeded • Develop and execute sales strategies and plans to drive customer satisfaction

• Work with engineering to visualize and deliver solutions that fulfill the product vision and encompass requirements. • Develop, adapt, and facilitate the scrum framework throughout the product lifecycle, managing the backlog and leading release plans. • Actively engage with other product owners and scrum masters to develop comprehensive product development strategies. • Prioritize and manage the backlog of user stories and defects, ensuring meaningful, realistic, and attainable work for development teams. • Plan, coordinate, and document development activities for large-scale, high-visibility projects, adapting to varying scopes. • Facilitate communication of sprints, releases, issues, and relevant information to stakeholders. • Evaluate activities for maximum business value and make strategic decisions during sprint planning. • Develop and maintain positive relationships with steering committees, sponsors, customers, functional managers, and project teams. • Empower scrum teams with clear goals, driving sustainable maximum velocity and addressing concerns during sprints. • Collaborate with development teams to commit backlog items to sprints and participate in post-live retrospectives to identify improvement areas. • Champion the value of product releases at the team level and ensure stakeholder alignment on objectives, scope, and deliverables.

• Serve as the primary point of contact and trusted advisor for sponsor organizations throughout the Central eSource project lifecycle. • Lead structured discovery and requirements-gathering sessions with sponsor stakeholders to define project scope, workflow expectations, and integration requirements. • Drive ongoing sponsor discussions to surface change requirements, resolve blockers, and maintain project momentum. • Proactively identify when sponsor decisions require escalation and ensure the appropriate CRIO leadership is engaged at the right moments. • Represent CRIO in sponsor-facing discussions requiring high-level operational insight, maintaining confidence through clear and professional communication at all stages. • Serve as the operational lead across all active and planned studies within assigned sponsor organizations. • Standardize workflows, templates, documentation, and communications across a sponsor’s study portfolio. • Lead, guide and support Lead Enterprise Study Managers (LESMs) and Enterprise Study Designers (ESDs) with operational guidance and prioritization alignment across competing timelines. • Proactively manage timelines and deliverables, ensuring on-time execution across the sponsor portfolio. • Define and document operational workflows, data capture logic, integration touchpoints, and role-based access structures for each sponsor project.

• Utilize protocols, eCRF guidelines, pharmacy manuals, lab manuals, and other source documents to produce comprehensive builds for clients. • Interpret Clinical Trial Agreements and budgets for configuration in the CRIO finance module. • Design visit schedules and procedures for CTMS-only studies. • Complete client-requested edits and customizations. • Provide quality control reviews of client-built eSource and budget templates. • Manage complex trials to ensure all data is captured appropriately. • Modify standard templates to comply with protocol requirements. • Complete assignments on time. • Mentor and train current and new CRIO employees.