Health Evolution

• Own Health Evolution's brand voice and marketing engine • Develop and own Health Evolution's integrated marketing strategy • Build a measurement and analytics framework • Lead the positioning, messaging, and go-to-market planning • Oversee content, paid, and organic programs that build reach • Champion the practical use of AI across the marketing function • Recruit, develop, and lead a high-performing marketing and communications team

• Owns a portfolio of strategic memberships, serving as the primary point of contact for assigned accounts across the full membership lifecycle. • Drives member satisfaction, retention, and revenue growth by deepening executive relationships, managing renewals and contracting. • Track sales performance metrics and document strategic account plans within Salesforce. • Build and maintain strong, long-term relationships with key members and decision-makers. • Conduct regular business reviews and strategy check-ins to ensure member goals are being met. • Manage the end-to-end membership contract process—drafting tailored proposals and agreements—and coordinate closely with the finance team to oversee invoicing, billing accuracy, and accounts receivable tracking. • Serve as a professional, high touch point of contact for executive prospects and returning members, guiding them through negotiation, contract finalization, and the initial onboarding experience. • Coordinate with internal teams (Product, Member Success and Operations) to resolve member issues and deliver customized solutions. • Track and synthesize critical discussion outcomes from renewal meetings, managing immediate post-meeting execution items and ensuring key deliverables are tracked.

Role Description As Chief Experience Officer, you will own the full lifecycle of member engagement — from recruitment and onboarding through deepening participation and long-term retention. You will be the primary relationship holder for our senior executive membership, designing the programs and touch points that make Health Evolution indispensable to the most influential leaders in health care. Reporting to the Executive Chairman, this is a high-visibility, high-impact role that blends relationship management at the executive level, strategic program design, and data-informed growth. You will participate in convenings and partner closely with the programming, operations and partnership teams to ensure that every member interaction reflects the quality and ambition of our mission. Responsibilities - Strategic Leadership and Product P&L - Build a world-class team of product and Member experience professionals. - Foster a culture of innovation by encouraging experimentation, cross-functional collaboration, and creative problem-solving. - Partner with the Executive Chairman and executive leadership team to ensure strategic alignment and measurable impact. - Set vision and roadmap for Health Evolution's product portfolio. - Decide on engagement models and architecture, in addition to new product launches. - Define and track the KPIs that matter: retention, NPS, event utilization, and renewal rates. - Product Architecture - Own the strategy, design, and execution of Health Evolution's signature convenings. - Curate senior speaker relationships and manage the selection process. - Shape the format and feel of each gathering: not just the content, but the texture. - Member Lifecycle and Relationship - Champion the Member inside the organization, ensuring the Member Promise is lived, not just stated. - Lead member success strategy—onboarding, engagement benchmarks and renewal. - Maintain deep familiarity with members, respective journeys, and priorities. - Partner with the Commercial team on renewal strategy and ensure at-risk members are identified and supported early. - Own enterprise benefit delivery and compliance across the member portfolio. - Presence and Thought Leadership - Communicate complex ideas simply and persuasively, across formats and audiences. - Operate as a strong internal and external communicator who can align teams, set direction clearly, and represent Health Evolution's value with confidence. - Represent Health Evolution with members, prospective members, and key partners. - Bring an informed point of view on the future of health care. Qualifications - Proven track record in a senior executive role, driving vision and strategy in a high-growth or transformative environment. - Exceptional strategic thinking skills with the ability to connect market trends, customer needs, and business opportunities. - At least 20 years of relevant professional experience with at least 7 years in a senior executive role. - Background in defining and owning an experience strategy and/or owning a product P&L. - Demonstrated experience convening senior leaders and delivering engaging experiences at the CEO/C-suite level. - Familiarity with the health care landscape, across payers, providers, life sciences, or health services. - Compelling communicator with the credibility to engage senior executives. - Ability to lead, build consensus, navigate complexity, and move decisively. - Experience building high-performance teams and fostering a culture of trust, curiosity, and accountability. Benefits - Ability to work remotely. - Competitive compensation. - Competitive, comprehensive health care coverage. - Flexible paid time off. - 401k w/company match.

• Owns a portfolio of strategic memberships, serving as the primary point of contact for assigned accounts across the full membership lifecycle • Drives member satisfaction, retention, and revenue growth by deepening executive relationships, managing renewals and contracting • Identify cross-sell and upsell opportunities by analyzing current account usage and business objectives • Manage contract renewals and negotiate terms to maximize account lifetime value • Track sales performance metrics and document strategic account plans within Salesforce • Build and maintain strong, long-term relationships with key members and decision-makers • Conduct regular business reviews and strategy check-ins to ensure member goals are being met • Manage the end-to-end membership contract process • Serve as a professional, high touch point of contact for executive prospects and returning members • Draft and dispatch sophisticated, brand-aligned membership communications for both prospects and active accounts • Coordinate with internal teams to resolve member issues and deliver customized solutions • Maintain and optimize the business development pipelines in Salesforce and Box

Role Description Reporting to the VP, Marketing and Operations, the Member Success Manager serves as the operational leader for Health Evolution’s executive members. This person will ensure our member’s success and continued participation in Health Evolution’s convenings. This person will have outstanding communication, organizational and problem-solving skills along with a passion for ensuring a white glove member experience. Primary Job Responsibilities - 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. Qualifications - Bachelor’s degree. - 4 or more years of work experience in a professional customer success or support role. - Demonstrated proficiency in Salesforce, Microsoft Word, Excel, and PowerPoint; advanced Excel skills greatly appreciated. - Demonstrated ability to communicate effectively with executives and colleagues. - Strong analytical skills. - Ability to work independently, but collaboratively in a remote environment. - Demonstrated curiosity in our healthcare system and the people who make it better. Benefits - Ability to work remotely. - Competitive compensation. - Competitive, comprehensive health care coverage. - Flexible paid time off. - 401k w/company match.

• 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.