ICD Technologies LLC

• Own the planning and execution of assigned events from concept through completion, including: Study Group meetings, regional dinners with local ODs, approx 150 per year State Association conferences & small scale industry events, internal meetings and company events, virtual events and webinars, additional member engagement events as assigned. • Coordinate IDOC's participation in industry tradeshows by managing exhibitor deadlines and required forms, coordinating booth logistics and shipping, ordering event materials and promotional items, coordinating staff travel logistics, creating event schedules and staff resources, managing booth inventory and event supplies, supporting onsite booth operations, researching and tracking future industry event opportunities for consideration by the Events team. • Provide planning and onsite support for IDOC's premier events, including Vision Forward and Connection, which may include registration, hotel rooming lists, speaker coordination, session logistics, event mobile app updates, onsite attendee experience, and general event logistics before, during, and after each event. • Maintain the master events calendar, inventory of event supplies, booth materials, signage, and promotional items, coordinate shipping and receiving for event materials, maintain event documentation, timelines, and checklists, and recommend process improvements that increase efficiency across the Events team.

• Work with channel owners across Events, Digital, Web, Social, and CRM • Ensure agreements with vendor partners are executed on time and on message • Execute communications of vendor programs to membership • Identify opportunities for vendors and shape future vendor sponsorship packages

• Serve as the first point of contact for all member inquiries via phone, email, and other communication channels • Provide comprehensive information and guidance on all IDOC products, programs, and services • Resolve member issues promptly and efficiently while adhering to established Service Level Agreements (SLAs) • Maintain detailed records of all member interactions and follow-up activities in CRM systems • Identify opportunities to enhance member engagement through additional IDOC offerings • Conduct consultative discussions to understand member needs and recommend appropriate solutions • Collaborate effectively with cross-functional teams including marketing, consulting, accounting, and vendor relations

• Creates new and maintains existing software applications and technologies • Provides technical support for IDOC’s user community • Participates in all phases of the development project life cycle including working with IDOC users and partners to define and create functional requirements • Performs technical analysis and design, coding, testing and implementation • Contributes to Front End, Business Layer, and Back End code base and technology solutions • Serves as a senior developer on Core Task initiatives which include maintenance and enhancements to existing web applications and integrations • Manages and contributes to the technical design, coding, testing, writing technical and user documentation related to internal systems enhancements ranging from simple to more advanced complexity • Provides ongoing updates regarding web development, support, projects, and related accomplishments • Evaluates the success of implemented projects upon their completion • Contributes to SQL database design, schema, table definitions, triggers, functions and stored procedures • Actively participates in the evolution and continual efficiency improvements of the development processes and tools including Gen AI and agentic AI • Provides support to end users related to problems encountered with internal web applications, api end points and integrated third party technologies • All other responsibilities and/or other related duties as assigned

• Perform monthly refreshes for recurring dashboards/reports that include the latest data and information. • Support quarterly vendor data uploads into internal database for Finance, ensuring accuracy and timeliness. • Create follow-up reporting and building ‘next action’ process. • Collaborate with the various IDOC departments to enhance workflow strategies and communicate changes to any processes. • Identify opportunities to utilize data-driven insights to optimize business performance and strategic initiatives. • Continuously monitor data inputs from various data sources (Microsoft SQL, Vendors, Datarails etc.) and highlight/correct any inaccuracies. • Maintain performance and health of data used across multiple communication channels. • Identify quality assurance opportunities and develop corresponding documentation/processes to ensure operational excellence. • Support various ad hoc reporting requests: Gathering requirements, collecting appropriate data, building appropriate output, deriving insights, iterating with key stakeholders • Support the organization on higher level projects/initiatives, providing expertise and bringing analytical support as needed.

• Create and improve processes, definitions, workflows • Assist in gathering requirements, building analytical models and/or reports • Provide structure to processes • Collaborate with various departments throughout the organization • Perform monthly refreshes for recurring dashboards/reports • Support quarterly vendor data uploads into internal database for Finance • Create follow-up reporting and building ‘next action’ process • Identify opportunities to utilize data-driven insights to optimize business performance • Continuously monitor data inputs from various data sources

• Develop patient-facing content for marketing services. • Work closely with leadership and subject matter experts to develop a content strategy. • Plan editorial calendars and write engaging patient-facing content for websites, blog articles, and social media. • Optimize content for search and review content performance metrics in client Google Analytics accounts. • Produce engaging, clear text for various platforms. • Proofread work for accuracy and post updates to business profiles. • Edit content authored by subject matter experts and other marketing professionals.

• Build and optimize WordPress websites and landing pages designed to support appointment bookings and retail performance. • Utilize HTML, CSS, and JavaScript to create high-performing, mobile-first user experiences. • Develop and maintain scalable template systems that support standardized campaign delivery. • Implement SEO best practices and ensure technical optimization across all builds. • Implement and support tracking infrastructure including GA4, conversion events, UTM structures, and pixel integrations. • Support landing page builds aligned to paid media campaigns including Google Ads and Meta. • Ensure cross-browser compatibility and performance optimization across devices. • Design WordPress websites using Divi and other frameworks, ensuring alignment with client branding while prioritizing user experience and conversion performance. • Build modular design systems that allow for repeatable, efficient asset production across multiple practices. • Translate strategic recommendations into structured activation messaging within predefined campaign templates. • Optimize booking flows, call-to-action placement, and page structure using performance data and best practices. • Continuously improve user experience and site structure to increase measurable outcomes. • Select and implement visual assets that support revenue-driving service lines including clinical services, retail, contact lenses, and specialty offerings. • Make updates to client websites while maintaining template integrity, quality, and delivery efficiency.

• Support 30-40 clients with monthly bookkeeping • Run payroll or help with payables for a subset of those clients • Complete monthly bookkeeping and financial reporting for client practices • Accept and code transactions in QuickBooks Online • Reconcile accounts and close books monthly • Support payroll process, including processing payroll, adding/removing employees, setting up withholdings, Insurance and IRA remittances • Assist with Retirement censuses and Worker’s Compensation Audits • Use Bill.com to support Bill Pay or A/P for client practices • Provide feedback and guidance to development of the service

• Complete monthly bookkeeping and financial reporting for 30-40 client practices. • Accept and code transactions in QuickBooks Online. • Reconcile accounts and close books monthly. • Support payroll process, including processing payroll, adding/removing employees, setting up withholdings, Insurance and IRA remittances. • Assist with Retirement censuses and Worker’s Compensation Audits. • Use Bill.com to support Bill Pay or A/P for client practices. • Provide feedback and guidance to development of the service