Limetree

• Write, edit, and improve copy for client marketing materials, company content, LinkedIn posts, outreach, sales materials, presentations, direct mail, email, digital ads, landing pages, and other campaign materials. • Support proofing and content quality during high-volume delivery periods, especially when materials include personalization, audience segmentation, benefit variation, or variable data. • Review materials for clarity, consistency, version control, benefit accuracy, audience/message alignment, and overall quality. • Help build, update, and review benefit grids, messaging matrices, content frameworks, proofing trackers, campaign version documents, and related materials. • Work with Creative and Communications/Digital teams to support proofing processes, while serving as a key owner of content quality and review. • Collaborate with Behavioral Science team members to help translate behavioral insights into practical, clear, audience-appropriate messaging. • Use performance results, campaign learnings, and client feedback to improve mature account materials over time. • Help develop new materials from scratch for growth opportunities, new client work, sales efforts, and campaign launches. • Support updates and improvements to existing materials rather than always starting from a blank page. • Use AI tools responsibly to support copy development, editing, organization, summarization, versioning, and review while maintaining strong human judgment. • Help improve Limetree’s standards for proofing, copy review, version management, and content quality across client work.

• Support Client Delivery and Research • Conduct online research to support active client engagements across healthcare, government programs, and other regulated industries • Review publicly available plan materials, benefit information, and related documentation • Help populate and maintain structured research tools, such as benefit comparison grids • Identify differences, patterns, and themes across researched information with support from Limetree team members • Summarize findings in a clear, organized way for internal review and potential client-facing use • Develop Client-Ready Materials • Draft and organize materials that support client delivery, such as research summaries, comparison tables, meeting materials, and working documents • Help ensure materials are clear, complete, and organized before internal or client-facing review • Support quality checks by reviewing information for accuracy, consistency, and completeness • Help translate research and raw information into usable formats for strategy, account management, or client delivery teams • Learn Across Cross-Functional Teams • Participate in internal meetings and working sessions to gain exposure to how Limetree delivers work across account management, strategy, behavioral science, data, digital marketing, and creative functions • Help capture key takeaways, next steps, and open questions from internal discussions • Learn how behavioral science, data science, and marketing strategy come together to support client outcomes • Support cross-functional teams with research, documentation, and organizational needs as opportunities arise.

• Own client-facing delivery plans, milestones, and delivery quality for clients engaging Limetree in ongoing marketing strategy, insights, and services. • Ensure client-facing materials are clear, complete, and aligned with approved scope, strategy, and client expectations • Review client-facing materials for clarity, completeness, and readiness before delivery. • Track risks, dependencies, and open questions that affect client outcomes, proactively resolving issues where possible and escalating with recommended next steps when needed • Coordinate work across strategy, behavioral science, data, media, and creative teams • Act as the primary client point of contact for day-to-day communication • Lead status updates, delivery check-ins, and in-flight discussions • Identify delivery risks and client needs beyond what is sold

• Solve analytical problems quickly and accurately • Use Excel, Python, and SQL to meet real‑time business needs • Own execution from vague question to clear, actionable output • Transform one-off analyses into reusable reporting and analytics assets • Help shape the evolution of a broader analytics and information platform • Treat analytics as a product that must scale, adapt, and improve continuously • Act as a trusted, client-facing analytics partner across the business • Build durable relationships through clarity, approachability, and follow-through • Proactively identify opportunities where analytics can drive better decisions • Collaborate effectively with data scientists and technical teams • Communicate fluently about analytical methods and implications • Apply architectural thinking without needing to formally own platform engineering

• Own client-facing delivery plans, milestones, and delivery quality for clients engaging Limetree in ongoing marketing strategy, insights, and services. • Track risks, dependencies, and open questions that affect client outcomes, escalating thoughtfully when delivery is at risk. • Ensure work lands with clients clearly, on time, and with confidence. • Coordinate work across strategy, behavioral science, data, and creative teams. • Manage handoffs and dependencies across disciplines and seniority levels. • Act as the primary client point of contact for day-to-day communication. • Lead status updates, delivery check-ins, and in-flight discussions. • Identify delivery risks and client needs beyond what is sold, and partner with leadership to scope and support additional work where it improves outcomes.