evermore

• Run the legal and compliance function end to end as the senior lawyer for the company, setting strategy, priorities, and standards for the team across commercial contracting, regulatory, compliance, corporate, employment, IP, privacy, and disputes. Deliver the function on budget and against defined SLAs for contract turnaround and stakeholder responsiveness. • Serve as the senior legal voice to the CEO, COO, co-founders, executive team, and Board on consequential decisions, including strategic partnerships, new market entry, financing events, and material risk matters. • Supervise and develop a team of four, including a Deputy General Counsel, Associate Counsel, Senior Director of Compliance, and Legal Operations Coordinator. Set clear expectations, manage performance, hire, and build a culture of independent judgment and ownership. • Lead corporate governance for the company, including Board and committee support, UWCs, officer designations, equity administration coordination, DBA and annual state filings, and the Risk and Compliance Committee. • Serve in officer roles designated by the Board, including the company’s Anti-Money Laundering Officer, Privacy Officer, and Bank Secrecy Act Officer. • Lead the commercial legal function and personally draft, redline, and negotiate the company’s most consequential agreements, including customer contracts with health plans, vendor and partnership contracts, merchant and payment processor agreements, tri-party program agreements, CPG agreements, and channel partner contracts. Carry your own portfolio of work alongside the team. • Own the regulatory and compliance posture of the business across Medicare Advantage, Medicaid, EBT, card programs, banking partnerships, HIPAA, and state-level fintech and privacy obligations. Provide direct legal advice on regulatory questions and engage with regulators when needed. • Supervise internal and external audits, including customer audits, third-party fintech and banking audits, investor audits, and regulatory examinations. Partner with Compliance on investigations, policy development, and audit remediation. • Lead the legal workstream for evermore’s expansion into EBT and public sector programs, including state-level contracting, FNS engagement, government procurement responses, and the compliance framework that supports operating in a new regulatory environment. • Own the company’s IP portfolio, working with outside counsel on trademark prosecution, brand and product mark protection, and IP strategy across the business. • Partner with People Operations on employment law matters, including hiring practices, separations, performance management, leaves, accommodations, immigration support, and employment policy. Advise on workplace investigations and disputes. • Manage the company’s relationships with AmLaw 100 outside counsel firms, including selection, engagement, scope, and budget. Reduce reliance on outside counsel by building in-house capability, control external spend against budget, and hold firms accountable to quality and efficiency when their input is genuinely required. • Manage, in coordination with outside counsel, litigation and pre-litigation matters end to end, including in-house workup, drafting demand and response letters, directing outside counsel, settlement strategy, and exposure analysis. Handle subpoenas and disputes as the company’s representative. • Own enterprise risk management for legal exposure, including identification and remediation of legacy contractual liabilities, indemnification scope, insurance coordination, and risk allocation in new agreements. • Partner with Finance on legal budget, forecasting, deal structuring, pricing, business insurance, and risk allocation. • Drive legal operations maturity, including contract templates, playbooks, Ironclad workflows, reporting, and the systems that allow the team to scale without scaling headcount. • Support M&A and capital markets readiness as the business approaches those milestones.

• Managing BPO vendor performance and day-to-day Care operations • Overseeing daily operations across BPO vendor partners - monitoring queue performance, SLA adherence, occupancy, and staffing levels in real time, and serving as the primary escalation point for operational issues across ACT, Startek, or other partner teams • Managing vendor relationships through regular performance reviews, scorecard reporting, and structured feedback loops, holding BPO partners accountable to quality, productivity, and compliance expectations across all client brands • Coordinating with Workforce Management on scheduling, intraday adjustments, and capacity planning to maintain target occupancy and service level outcomes across queues and skill groups • Administering and maintaining Care systems - including Salesforce, telephony platforms, and contact center tooling - and serving as an operational point of contact for system issues, configuration changes, and cross-functional troubleshooting • Leading or contributing to operational projects, including platform migrations, new client launches, outbound campaigns, and process improvement initiatives, in close partnership with Product, Implementation, Engineering, and Customer Success teams • Owning learning, development, and knowledge management for the Care organization • Building and maintaining new hire onboarding curriculum across BPO vendor partners and internal evermore team members, including training plans, product and process modules, and readiness assessments that get agents to proficiency faster and reduce early attrition • Developing and maintaining training materials: job aids, call flow scripts, huddle guides, SOPs, and e-learning modules that translate complex health plan, product, and compliance content into clear, actionable resources for frontline Care Specialists • Owning and continuously improving the Care knowledge base, partnering with Operations, Product, and Implementation to ensure content stays accurate, accessible, and current across all lines of business, including CMS-regulated programs such as Medicare Advantage and Medicaid • Driving quality, performance, and data-informed continuous improvement • Analyzing performance data using key performance indicators to identify operational gaps and knowledge deficiencies, and translating those insights into targeted training interventions and process improvements • Building and maintaining operational reporting, including BPO scorecards, Care dashboards, and ad hoc analysis that gives internal stakeholders and health plan clients a clear, accurate picture of Care performance across all brands and channels • Collaborating with QA and BPO teams to design calibration sessions, coaching frameworks, and reinforcement learning programs that close identified skill gaps and drive measurable score improvement over time • Enabling a technology-forward, scalable Care operations • Owning system administration and operational configuration across Care platforms, including Salesforce, telephony tools (e.g., Vonage), and contact center systems (e.g., Zendesk) and partnering with IT and Engineering on issue resolution, enhancements, and platform migrations • Leveraging learning platforms and knowledge management systems (e.g., EasyGenerator or similar e-learning authoring tools, Confluence) to build scalable content infrastructure, selecting and implementing new tools as the team and client portfolio grows • Identifying opportunities to leverage AI, automation, and emerging tools to reduce friction in Care workflows, from knowledge delivery and agent guidance to reporting and quality monitoring, and partnering with Product and Engineering to move those ideas forward • Serving as a capable, credible operational presence for internal stakeholders and health plan clients, representing Care in cross-functional meetings, contributing to new client onboarding, and communicating performance results and improvement plans with clarity and confidence

• Own the day-to-day relationship between evermore and both our issuing bank and payment processing partners, acting as their primary point of contact for all matters. • Manage external relationships with clients and vendor partners at an A+ level and maintain flawless execution of ongoing operational functions, including: • KYB/AML Practices • Funding Account Operations • Network Reconciliation and Settlement • Vendor / Issue Management • Operations Escalations / Fraud Investigations • Collateral Review • Own critical pieces of implementation for new card programs, including: • Conducting Know Your Business (KYB) / Due Diligence for new programs and ensuring Anti-Money Laundering (AML) Compliance. • Setting up funding accounts for our plan sponsors, and ensuring all necessary configurations and documentation are in place with our bank and processing partners • Track funding account balances and coordinate timely reloads with the relevant internal and external partners • Reviewing program collateral for compliance with bank requirements and ensuring final review & approval by our bank partners • Obtaining final bank approval for program launch • Own and maintain crisp process documentation for core card program management functions in alignment with compliance-driven policies, including: • Know Your Business (KYB) Verification & Customer Due Diligence • Anti-Money Laundering (AML) Compliance • Regulatory Licensing and Reporting • Maintain hyper-organized client documentation (collateral, regulatory forms, approvals, etc.). • Establish strong relationships with Solutions, Finance, Legal & Compliance, Product, Engineering, Account Management, and other key business partners. Act as a liaison between these groups and ensure comprehensive and timely communication of projects to all relevant stakeholders. • Gain a deep understanding of evermore’s existing tools and program management infrastructure, which will allow you to develop strategies to improve our program efficiency, drive the implementation of new solutions, and ensure updated processes are aligned with internal stakeholders and external partners.

• Lead the Print Solutions organization. Develop a high-performing team across design, card and print production, vendor management, and workflow automation. Define the vision for print at evermore, foster a culture of operational excellence, and serve as the primary cross-functional stakeholder for Implementation, Product Engineering, Finance, and Legal/Compliance. • Own card personalization and fulfillment end-to-end. Drive strategy across the full card production lifecycle — from design, material procurement, embossing, and secure member delivery. Ensure operations meet payment scheme standards and data security requirements, and partner with Product and Engineering to build dynamic, configurable production workflows that scale across benefit types and client configurations. • Drive cost efficiency and vendor supply chain performance. Negotiate emboss and print vendor contracts to incentivize SLA performance and deliver ongoing savings through competitive bidding. Establish a governance framework covering vendor risk, SLA accountability, cost monitoring, and business continuity. • Ensure operational reliability and quality. Build a vendor monitoring and alerting system to eliminate out-of-stock events and catch SLA misses in real time. Drive the scheduling, QA, and fulfillment phases of the print production lifecycle, ensuring jobs are delivered at quality and on time against client and vendor deadlines. • Automate and improve material creation. Lead the initiative to make collateral creation fast and error-free — mapping the print process end-to-end and automating workflows from client requirements receipt through production and delivery. Own the collateral review and approval process, manage versioned materials across client configurations, and guide design as they build scalable, high-quality print templates for cards and carriers, benefit catalogs, and ad-hoc member communications. • Report, forecast, and continuously improve. Define and own KPIs for print and card operations, build daily operational and executive-level performance reporting, and drive budgeting and forecasting for the organization. Introduce structured process reviews, vendor scorecards, and post-launch retrospectives to sustain operational gains over time.

• Understand business needs and produce actionable insights from data for business teams to use. • Maintain Metabase dashboards for both internal and customer reporting. • Design scalable data models and optimize query performance for speed and reliability. • Create a single source of truth for KPIs used by Product, Finance, Operations, and Account Management. • Automate recurring data pulls and eliminate manual reporting to enable scale. • Manage cross-functional data roadmap, including stakeholder input and feedback. • Monitor job health, troubleshoot issues, and partner with Engineering on fixes or schema changes. • Manage vendor contracts, integrations, and upgrades related to analytics infrastructure.

• Define and work within our data governance practices, including a catalog/dictionary and management of data quality, so that users understand and can trust what they are reporting about • Manage lights-out data operations of our ETL/ELT pipelines ranging from streaming inputs to batch file loads, to support customer reporting, development, and operations • Untangle, normalize, synthesize as needed to permit joining and comparisons from disparate sources, and further analysis including ML processing • Wrangle internal and external data into and through the reporting pipeline and schema • Design and run the security aspects of reporting – we manage healthcare and payments data; a safety mindset is at the foundation of everything we do • Handle reporting requests from stakeholders within and external to the business; over time, move from adhoc to systematic • Support data analysts and other internal consumers of the data • Support and enable ML/AI workloads

• Own the long-term technical vision for the product engineering organization, ensuring alignment between architectural decisions and business strategy • Guide teams on system design and architecture, knowing when to build, buy, or partner, and when to invest in foundational platform work versus move fast on delivery • Introduce and mature ML/AI-informed capabilities within the platform, partnering with data and product teams to identify where intelligent automation and predictive features can drive outsized user value • Drive the engineering organization's approach to data, both as a product input and as a tool for measuring the health and performance of the systems you build • Set and uphold a high bar for delivery quality, velocity, and reliability across multiple concurrent product workstreams • Establish a mature approach to estimation, technical debt management, and build/buy tradeoffs at an organizational level — not just at the team level • Benchmark software delivery performance against comparable organizations and use that data to set credible, ambitious targets • Lead and continuously improve practices across a geographically distributed engineering organization, including teams working across time zones, ensuring consistency in standards, culture, and output quality without friction for your domestic teams • Lead a multi-layered engineering organization including engineering managers, staff engineers, and individual contributors; you are a builder and developer of leaders • Partner with recruiting and HR to maintain a staffing plan aligned to product priorities — including proactively identifying capability gaps, succession risks, and opportunities to deepen the bench • Set the tone: high expectations, fast pace, psychological safety, and a genuine commitment to making Evermore the career highlight for every engineer here • Coach and sponsor emerging managers and technical leaders, with a demonstrated track record of developing people into bigger roles • Serve as a trusted technical advisor to the CTO and business leadership, translating complex engineering tradeoffs into clear business terms • Gather and analyze engineering performance data to drive organizational decisions, surface risks early, and demonstrate impact • Present and demo work compellingly — to executives, to the board, and across the business — making engineering legible and exciting to non-technical audiences

• Identify, prospect, and close CPG manufacturer partnerships • Leverage evermore's platform to activate Medicare Advantage supplemental benefit card spending • Build relationships with shopper marketing, trade marketing, consumer promotion, and brand teams • Develop tailored proposals and program concepts connecting CPG promotional objectives to evermore's benefits • Collaborate closely with evermore's health plan and retail teams to ensure program viability and value • Serve as the voice of the CPG client internally • Spend time at industry events, in client offices, and on calls with senior stakeholders

About evermore evermoreis a technology company that administers Smart Benefits to connect people to products and services they need, when they need them, so they can live healthier lives. We partner with payers and retailers to deliver expansive benefits for things like healthy foods, OTC medications, or transportation. evermore is reinventing benefits administration so that everyone benefits with more value for each and better outcomes for all. evermore is a Series B stage company, backed by leading investors including General Catalyst, Define Ventures, Lightspeed Venture Partners, Pinegrove Capital Partners, and Qiming Venture Partners. The Job at a Glance Reporting to the Associate Director, Merchants & Payments, you will own the relationship with our issuing bank and payment processing partners. On behalf of our clients, you will navigate the rules and standards of both the issuing bank and the payment network. You will ensure that all sponsor implementations are conducted consistent with the company’s policies, procedures, and to allow our carded benefit programs to launch successfully, and you will have primary accountability for managing this operation on a day-to-day basis. You will serve as a trusted thought partner to both our clients and internal stakeholders on matters related to program design, KYB/AML practices, funding account operations, reconcilation / settlement, collateral, marketing materials, fraud management, and dispute resolution, and many others. NOTE: This role will be leveled as either an Analyst or Manager based on candidates’ skills and experience. What You Will Do Working within an organization created at the intersection of health care, retail and financial technology, no two days will look the same. Typical responsibilities of the role include: - Own the day-to-day relationship between evermore and both our issuing bank and payment processing partners, acting as their primary point of contact for all matters. - Manage external relationships with clients and vendor partners at an A+ level and maintain flawless execution of ongoing operational functions, including: - KYB/AML Practices - Funding Account Operations - Network Reconciliation and Settlement - Vendor / Issue Management - Operations Escalations / Fraud Investigations - Collateral Review - Own critical pieces of implementation for new card programs, including: - Conducting Know Your Business (KYB) / Due Diligence for new programs and ensuring Anti-Money Laundering (AML) Compliance. - Setting up funding accounts for our plan sponsors, and ensuring all necessary configurations and documentation are in place with our bank and processing partners - Track funding account balances and coordinate timely reloads with the relevant internal and external partners - Reviewing program collateral for compliance with bank requirements and ensuring final review & approval by our bank partners - Obtaining final bank approval for program launch - Own and maintain crisp process documentation for core card program management functions in alignment with compliance-driven policies, including: - Know Your Business (KYB) Verification & Customer Due Diligence - Anti-Money Laundering (AML) Compliance - Regulatory Licensing and Reporting - Maintain hyper-organized client documentation (collateral, regulatory forms, approvals, etc.). - Establish strong relationships with Solutions, Finance, Legal & Compliance, Product, Engineering, Account Management, and other key business partners. Act as a liaison between these groups and ensure comprehensive and timely communication of projects to all relevant stakeholders. - Gain a deep understanding of evermore’s existing tools and program management infrastructure, which will allow you to develop strategies to improve our program efficiency, drive the implementation of new solutions, and ensure updated processes are aligned with internal stakeholders and external partners. About You While every candidate brings a unique resume and prospective, an ideal candidate will include: - 3-5+ years of experience working in fintech, banking, finance, payments processing, or related field. Experience managing prepaid debit card programs is a plus. - Ability to get up to speed quickly and execute with quality and autonomy within your first 1-2 months. - Relentless pursuit of process efficiency without sacrificing quality. In the past you have been able to nearly “automate yourself out of a job” with the processes you built. - Demonstrated experience owning positive and productive relationships with external partners/vendors, preferably in the banking, finance, or fintech space. - Ability to manage multiple projects and deliver against deadlines with different teams; you thrive in shifting between writing process/procedure updates, managing day-to-day operational tasks, and pushing new program implementations to the next milestone. - Self-starting builder who is results-oriented, can embrace ambiguity, and thrive in a fast-paced environment; you have built and run process playbooks and can maintain a sense of urgency with the ability to adjust to shifting priorities. - Commitment to building a diverse culture that is highly collaborative, strives to set and achieve goals together, and embraces transparency, innovation, and accountability - Bachelor’s degree or similar experience preferred. Other Requirements - Travel may be required from time to time as part of the role, for company events and business needs - evermore is a remote-first, distributed workforce. Candidates should be comfortable with, and equipped to work within, a distributed remote team, including having reliable internet access and basic home office equipment. evermore will provide a work laptop, and mouse/keyboard upon request - Legal authorization to work in the US is required. At this time, evermore will not consider candidates who need sponsorship, now or in the future - All offers for employment are contingent upon successful completion of a background check What We Offer - Competitive base salary ranging from $96,425 to $112,500, discretionary bonus, and equity; depending on experience/qualifications - Benefits - Medical, Dental, and Vision insurance with 90% paid employer premium contributions for all tiers - 100% Employer Paid Short-Term & Long-Term Disability - 100% Employer Paid Basic Life Insurance Policy - Employee Assistance Program (EAP) - 401(k) Program - Discretionary PTO - Paid holidays - Parental Leave - Flexible work schedule within core hours - Work anywhere in the USA as we are a fully distributed team from coast to coast evermore is an equal opportunity employer, Minority/Female/Disability/Veteran/LGBTQIA+ – proudly embracing diversity in all its manifestations. Applicants requiring reasonable accommodation for the application and/or interview process should notify a representative of the People Operations Team via Careers@sodahealth.com. evermore participates in E-Verify, the federal program for electronic verification of employment eligibility. To all recruitment agencies: evermore does not accept agency resumes, please do not forward them to any evermore employees.

About evermore evermoreis a technology company that administers Smart Benefits to connect people to products and services they need, when they need them, so they can live healthier lives. We partner with payers and retailers to deliver expansive benefits for things like healthy foods, OTC medications, or transportation. evermore is reinventing benefits administration so that everyone benefits with more value for each and better outcomes for all. evermore is a Series B stage company, backed by leading investors including General Catalyst, Define Ventures, Lightspeed Venture Partners, Pinegrove Capital Partners, and Qiming Venture Partners. The Job at a Glance Benefit plan sponsors are our customers, and the data which will be your responsibility is the most visible aspect of our service to them. You will evolve our current offering into a self-service reporting platform while simultaneously expanding our data footprint. At evermore, every role contributes to creating a more accessible and dignified experience for millions of individuals navigating essential public benefits. What You Will Do Working within an organization created at the intersection of health care, retail and financial technology, no two days will look the same. Typical responsibilities of the role include: - Define and work within our data governance practices, including a catalog/dictionary and management of data quality, so that users understand and can trust what they are reporting about - Manage lights-out data operations of our ETL/ELT pipelines ranging from streaming inputs to batch file loads, to support customer reporting, development, and operations - Untangle, normalize, synthesize as needed to permit joining and comparisons from disparate sources, and further analysis including ML processing - Wrangle internal and external data into and through the reporting pipeline and schema - Design and run the security aspects of reporting – we manage healthcare and payments data; a safety mindset is at the foundation of everything we do - Handle reporting requests from stakeholders within and external to the business; over time, move from adhoc to systematic - Support data analysts and other internal consumers of the data - Support and enable ML/AI workloads About You While every candidate brings a unique resume and prospective, an ideal candidate will include: - A legacy of happy customers, rather than amount of data processed or the size of data footprint - A work history at startups; you collaborate deeply, are self-sufficient and you get a lot done - A history of applying software engineering best practices to data wrangling and pipeline creation - Cloud proficiency, ideally on GCP, especially as applied to compute/data architecture and security - Amazing SQL and Python skills, to be applied in ETL, front-end reporting - Experience with building and maturing an MLOps pipeline - Experience with, but not blind reliance on, workflow tools like Airflow and transformation tools like dbt - An ability, and a strategy, to manage data quality - Bachelor’s degree or similar experience strongly preferred Other Requirements - Travel may be required from time to time as part of the role, for company events and business needs - evermore is a remote-first, distributed workforce. Candidates should be comfortable with, and equipped to work within, a distributed remote team, including having reliable internet access and basic home office equipment. evermore will provide a work laptop, and mouse/keyboard upon request - Legal authorization to work in the US is required. At this time, evermore will not consider candidates who need sponsorship, now or in the future - All offers for employment are contingent upon successful completion of a background check What We Offer - Competitive base salary ranging from $219,625 to $235,675, discretionary bonus, and equity; depending on experience/qualifications - Benefits - Medical, Dental, and Vision insurance with 90% paid employer premium contributions for all tiers - 100% Employer Paid Short-Term & Long-Term Disability - 100% Employer Paid Basic Life Insurance Policy - Employee Assistance Program (EAP) - 401(k) Program - Discretionary PTO - Paid holidays - Parental Leave - Flexible work schedule within core hours - Work anywhere in the USA as we are a fully distributed team from coast to coast evermore is an equal opportunity employer, Minority/Female/Disability/Veteran/LGBTQIA+ – proudly embracing diversity in all its manifestations. Applicants requiring reasonable accommodation for the application and/or interview process should notify a representative of the People Operations Team via Careers@sodahealth.com. evermore participates in E-Verify, the federal program for electronic verification of employment eligibility. To all recruitment agencies: evermore does not accept agency resumes, please do not forward them to any evermore employees.