FORM │ Virtual obesity medicine clinic

• Serve as a subject matter expert and solutions authority across the full enterprise sales cycle: discovery, finalist presentations, RFP responses, and executive pitches • Assist in clinical and operational discovery with prospective clients to understand population needs, workflow requirements, and integration considerations, then translate those into structured, feasible solution concepts • Address buyer questions and objections related to GLP-1 eligibility, nutrition protocols, outcomes data, implementation risk, and cost management • Partner with Account Executives and Sales Leadership to align clinical use cases, care delivery workflows, and commercial strategy into a cohesive, credible solution narrative • Lead clinical and technical content for RFP responses and proposals, ensuring accuracy, consistency, and strong competitive positioning • Translate client-facing solution requirements into clear, actionable inputs for Product, Clinical Operations, and Implementation teams

• Serve as the primary point of contact through the implementation process, managing the onboarding and implementation of assigned client projects • Understand client needs, manage expectations, and provide regular updates through the implementation • Develop detailed project plans, including scope, resources, timelines and deliverables for each implementation • Collaborate across various internal and external stakeholders to ensure seamless coordination and communication to deliver a successful implementation that meets client expectations • Identify, assess and mitigate potential risks that may arise • Monitor systems after launch, gather feedback and identify areas for improvement • Gather client and vendor feedback to identify opportunities to improve/streamline implementation processes • Stay up-to-date on project management best practices

• Build and maintain strong, long-term relationships with C-suite executives and senior leaders to serve as a trusted advisor while ensuring the needs of the day-to-day contacts are being met • Develop and execute multi-year account plans, business plans, and growth initiatives tailored to meet specific client objectives and organizational goals, which may include unique co-creation • Identify and pursue new business opportunities within existing accounts (upsell and cross-sell), manage the entire sales lifecycle from opportunity identification through negotiation and deal closure • Act as the internal "quarterback" for the account, coordinating with cross-functional teams (e.g., Marketing, Clinical, Operations, Product, Legal) to ensure seamless service delivery and problem resolution • Monitor account performance, including P&L, revenue, growth, and retention targets, conducting regular business reviews to ensure value delivery and address performance guarantees • Stay informed on market dynamics and emerging trends (e.g., PBM industry, GLP-1 evolution, cardiometabolic developments) to provide proactive, relevant insights and innovative solutions to clients • Accurately forecast pipeline and revenue using CRM tools like Salesforce, and complete administrative responsibilities on time • Travel as needed (often 30% or more) to client sites, corporate offices, and industry events

• Manage and develop a team of Patient Care Coordinators and Leads, providing coaching, training, and performance feedback to ensure high-quality service and productivity. • Ensure high quality patient interactions by performing regular quality reviews and coaching based on trends, ensuring consistency in communication, process adherence, and empathetic patient support across all interactions. • Partner with Product and Learning and Development teams to create relevant training material and ongoing communication updates to the team. • Complete performance evaluations and assessments for your team members annually. • Assist with training and orienting new staff members. • Manage and resolve patient escalations, particularly those related to prescriptions, billing, or scheduling complexity. Review escalation trends and ensure we have the appropriate training and resources in place to improve our care delivery. • Oversee the team’s delivery of comprehensive patient support, which includes acting as the primary point of contact for communication between patients and their care team; receiving, triaging, and resolving incoming clinical messages to/from clinicians; and conducting regular outgoing communications to ensure consistent patient engagement. • Coordinate the team’s support for clinicians, ensuring the effective execution of essential medical assisting tasks such as supporting pre-visit lab orders, facilitating medical records and prescription-related tasks (like prior authorization and medication refills), and accurately inputting patient vital signs and medical record documentation into the EHR. • Lead and manage ongoing cross-functional projects and patient communication campaigns. Oversee daily operations, including planning team coverage and support for patient issues or escalations. Monitor and analyze key performance indicators (KPIs) and trends to ensure the team consistently meets message response and task completion times. Implement and drive process improvement initiatives to enhance team efficiency and patient satisfaction. • Provide hands-on monitoring and support for the team's core functions, ensuring quality and efficiency in managing all aspects of the patient journey. These functions include supporting patient scheduling, resolving prescription issues, answering billing questions, facilitating care team transitions, performing pre-charting, and placing lab orders. Direct the team’s administrative support for clinicians and ensure collaboration with cross-functional teams (Product, Engineering, Marketing) by providing feedback to advocate for system enhancements.

• You will own Scheduling & Care Access end-to-end, including provider availability, matching, and the scheduling experience across both patient-facing and internal workflows. • Develop a deep understanding of workflows across patients, schedulers, patient coordinators, and providers • Identify the highest-impact jobs-to-be-done to improve access while reducing operational burden • Use data to uncover bottlenecks and opportunities across the scheduling lifecycle • Define the vision, strategy, and roadmap for Scheduling & Care Access in alignment with company goals • Set and drive key metrics such as utilization, time-to-first-appointment, no-show rates, provider load balance, and conversion through scheduling flows • Continuously iterate based on data, experimentation, and feedback • Lead evaluation of third-party scheduling solutions vs. in-house development • Prototype, test, and validate approaches, making recommendations grounded in data and long-term architectural fit • Partner with engineering to shape the evolution of our scheduling platform • Partner closely with engineering and design to ship, learn, and iterate quickly • Prioritize work to maximize impact and reduce feedback cycles • Ensure a high-quality, scalable experience across both patient and internal tools • Translate business and user needs into clear product requirements, user stories, and functional specifications • Lead demos, training, and communication across operations, clinical, commercial, and executive stakeholders • Collaborate on adjacent roadmaps where scheduling intersects with other product and engineering teams

• Establish, develop, and maintain strong, trusted relationships with clients and ensure day-to-day needs are met. • Work alongside Client Success and SAE roles to manage and resolve client issues efficiently by coordinating with internal teams (e.g., customer service, technical support, clinical staff). • Support the preparation of presentations, business reviews, and product training to clients, effectively communicating value propositions and technical information. • Stay current on industry trends, competitor activities, and changes in healthcare regulations and billing guidelines.

• Serve as a vital lead role within clinical operations team standing up and expanding a new nursing team • Deliver high-quality asynchronous clinical tasks with direct clinical support and triage • Dedicate 10-20% of capacity to leadership functions, including workflow optimization, team coordination, and formalizing SOPs • Utilize advanced clinical judgment to triage patient symptoms per protocol • Conduct thorough reviews of refill requests and abnormal lab results • Lead follow-up care for positive PHQ-9 screenings • Act as primary point of contact for complex patient or commercial escalations • Oversee daily distribution of RN tasks • Partner with Quality and Operations teams to identify bottlenecks and improve departmental efficiency • Draft and formalize clinical SOPs to ensure consistent care • Contribute to the interview and onboarding process for new nursing staff

• Ensure seamless, compliant onboarding from first interest through clinical engagement • Build efficient pathways that connect patients, clinicians, and support teams with clarity and speed • Deliver exceptional service and outcomes to our partners, meeting defined SLAs and fostering trust. • Optimize provider capacity, scheduling, and experience through well-designed systems and support • Develop and implement forecasting models, capacity plans, and performance analytics that guide data-driven operational decisions • Work cross functionally to build the operational frameworks, workforce models, and technologies required to support a patient population significantly larger than today while maintaining margin discipline and service excellence • Lead the shift to an omni-channel, patient-preferred experience incorporating chat, voice, messaging, and automation while maintaining NPS and an empathetic interaction style with patients • Cultivate a culture of leadership, resilience, accountability, and continuous learning • Lead operational change management efforts that strengthen our adaptability, transparency, and cross-functional alignment during rapid growth

• Team Leadership & Mentorship • Workflow Architecture • Telephony & Tech Management • AI Agent and CRM Management • Data-Driven Oversight • Training & Quality Assurance • Cross-Functional Collaboration

• You will design, build, and operate resilient integrations and backend services that enable seamless, reliable, and scalable data exchange across Form Health’s platform, with a particular focus on Revenue Cycle Management (RCM) systems that support eligibility, billing, and reimbursement. • Own the technical design and ongoing operation of real-time insurance eligibility verification integrations across multiple payers. • Investigate and resolve eligibility discrepancies, improving data accuracy while reducing operational burden for care and billing teams. • Design and maintain integrations with EMR systems, powering core clinical workflows such as patient data synchronization, scheduling, and chart updates. • Own and optimize Candid billing integrations and related RCM workflows, ensuring accurate and timely claim creation, submission, reconciliation, and issue resolution. • Build and operate ETL pipelines that exchange data with benefits, billing, and external partners. • Serve as a technical owner and subject matter expert for insurance, billing, and integration-related systems. • Build and evolve backend services and internal clinical tools—with a focus on backend systems (approximately 80%) and supporting frontend work (approximately 20%)—using Ruby on Rails, Sidekiq, Node.js (AWS Lambda), GraphQL, and React. • Deliver improvements through small-batch development, iterative releases, and incremental delivery. • Implement feature flags, progressive rollouts, and safe deployment practices to mitigate risk while enabling rapid learning. • Improve platform infrastructure, GraphQL APIs (Apollo Server), and data models (PostgreSQL, Snowflake) with a focus on reliability, performance, and maintainability. • Contribute to architectural decisions that balance simplicity, scalability, and thoughtful build-vs-buy tradeoffs. • Write clear, maintainable code and documentation that supports shared ownership and long-term system sustainability. • Partner closely with engineering, product, operations, and clinical teams to translate complex requirements into pragmatic, incremental solutions. • Collaborate directly with external partners to understand technical constraints, troubleshoot issues, and improve integration reliability. • Promote engineering excellence through code reviews, pairing, technical mentorship, and knowledge sharing. • Help evolve team processes and tooling to improve quality, observability, and delivery velocity through automation, testing, and monitoring. • Support rapid iteration of internal tools that scale operations and improve patient and clinician experiences.