Health Evolution

• Build and maintain meaningful one-on-one relationships with executive members, serving as their primary point of contact and trusted resource within Health Evolution • Develop and manage a best-in-class member onboarding experience • Manage reporting of KPIs to track member benefit utilization, program engagement, and overall health of the membership • Develop a deep understanding of each member's priorities and interests to deliver personalized program recommendations and connections • Lead membership retention strategy, identifying at-risk members early and executing proactive outreach to drive renewal and long-term participation • Partner cross-functionally to shape and continuously elevate the member experience across all touchpoints throughout the program year • Continuously refine member support processes and service standards to improve response times, resolution quality, and overall member satisfaction • Resolve membership and event-related inquiries with urgency and professionalism, ensuring every interaction reinforces trust and confidence in Health Evolution • Serve as a knowledgeable, responsive resource for members across all Health Evolution products and programs, delivering support that reflects the caliber of our executive audience • Serve as the internal voice of the member, sharing insights and trends with leadership to shape strategy and product offerings • Conduct regular proactive touchpoints (check-ins, calls, surveys) to understand member goals, gather feedback, and identify opportunities to deepen engagement • Identify opportunities to expand member engagement, including upsell or referral opportunities where appropriate

• Reports to the Director, Partner Success • Responsible for supporting the Partner Success team to maintain on-going relationships with leading companies across all health care industry sectors • Mix of data integrity maintenance and tactical program implementation • Provides weekly, trusted, tracking and visibility for the partner success team to accurately track progress against milestones and deadlines • Drives and owns weekly goals meetings with data that allows partner success leaders to effectively prioritize their time and focus • Creates and maintains effective Salesforce dashboards and reports • Makes sure Salesforce records are up to date and correct at all times • Takes a proactive approach to supporting partner success strategy • Identify and Track Opportunities for Upsell, Based on Client Needs • Continually Refines Processes to Better Serve partner Needs • Manages Clear Communication Pathways to Prevent Friction Around Sponsor Delivery Internally and Externally • Manages day-to-day progress of all sponsorships including communications, proposals, problem-solving, project design and implementation • Tracks milestones and objectives of each sponsor and manages relationships to create desired value • Provides admin support to partner success team members for sponsor onboarding and planning calls

• Support and work effectively with all team members within the Fellowship Partnership team to achieve/exceed revenue goals • Own an effective process that provides weekly updates for the sales team to accurately track progress against sales goals • Prepare for weekly Pipeline meetings with data that allows sales leaders to effectively prioritize their time and focus • Create and maintain effective and accurate Salesforce dashboards and reports • Ensure Salesforce records are consistently up to date and accurate • Assist the VP in supporting the team to achieve goals • Manage pipelines in Salesforce to accurately record progress; track against agreed upon goals, and forecast effectively • Develop strong prospect and target lists within salesforce across multiple products – Forum, events, media programs, etc. • Maintain organization of business development and Fellowship related materials and information • Maintain client database in Salesforce so that sponsor records and contacts are continually up to date • Collaborate with the team to develop an effective go-to-market sales strategy for each product/event • Attend and take notes on Business Development calls • Link box notes to salesforce effectively • Help maintain a strong, fun, inclusive office culture including celebrations and team outings

• Reporting to the department SVP, the Coordinator will be the backbone of the Payer, Provider, Life Sciences team. • Support sales by marketing/keeping salesforce up to date/pulling reports/ proposing ideas to generate sales business. • Create Fellowship invitations/ keep executives’ calendars organized to optimize revenue generation/keep BOX notes accurate and up-to-date. • Supports and works effectively with all team members within the Fellowship Partnership team to achieve/exceed revenue goals. • Owns an effective process that provides weekly updates for the sales team to accurately track progress against sales goals. • Prepares for weekly Pipeline meetings with data that allows sales leaders to effectively prioritize their time and focus. • Creates and maintains effective and accurate Salesforce dashboards and reports. • Makes sure Salesforce records are consistently up to date and accurate.