Pharmacy Data Management, Inc. (PDMI)

• Develop and implement a scalable Account Management operating model, including role structure, account segmentation, career tiering, governance processes, and measurable performance expectations. • Ensure Account Managers develop a deep understanding of client business needs, operational priorities, growth objectives, and market challenges to position PDMI as a strategic business partner. • Drive the evolution of client engagement from transactional reporting and raw data delivery toward insight-driven consultative partnership that demonstrates measurable business value and strategic impact. • Ensure Account Managers understand and effectively coordinate PDMI’s operational, technical, product, implementation, support, and service functions to deliver a unified and consistent client experience. • Establish a culture of ownership, accountability, strategic thinking, and proactive client leadership by implementing clear expectations, measurable standards, coaching frameworks, and consistent performance management practices. • Drive executive-level client engagement strategies that strengthen long-term partnerships and align PDMI solutions to evolving client business objectives. • Establish and standardize processes for managing client relationships, including contracts, quarterly business reviews, renewals, service agreements, and overall account governance to ensure consistency and reduce churn. • Partner with the Director of Enterprise Client Engagement to ensure Account Managers have necessary support for escalated or recurring client issues, ensuring timely resolution and alignment across internal teams. • Advocate for clients internally and collaborate cross-functionally with Product, IT and Operations to improve delivery, enhance client experience, and align on priorities. • Leverage data and insights to monitor account health, anticipate risks, inform decision-making, and provide regular reporting to leadership on performance and opportunities. • Ensure alignment across internal teams by communicating client objectives, priorities, and opportunities to support growth and improve overall client outcomes. • Maintain strong knowledge of PDMI products, services, and enhancements to effectively support clients and guide the team.

• Monitor daily system performance across 340B platforms and supporting applications. • Identify, triage, and resolve system issues, outages, and performance degradation. • Coordinate with Engineering and Infrastructure teams for incident management and root cause analysis. • Maintain system health dashboards, alerts, and monitoring processes. • Oversee inbound and outbound client and vendor partner data feeds including claims, eligibility, accumulations, and replenishment data. • Monitor data pipelines to ensure completeness, accuracy, and timeliness. • Investigate and resolve data discrepancies, failures, and anomalies. • Partner with internal and external stakeholders (TPAs, pharmacies, wholesalers, EMRs) to ensure successful data exchange. • Execute and manage system configuration requests including data import and export requests; ad-hoc system configurations; report and data access management. • Maintain and manage export configurations. • Validate configuration changes through testing and ensure accurate deployment. • Maintain documentation for system configurations, processes, and procedures. • Serve as the primary technical operations contact for the 340B Account Management team. • Intake, prioritize, and fulfill ad-hoc operational requests (e.g., data pulls, issue investigations, program adjustments). • Provide timely updates and clear communication on request status and resolution. • Identify opportunities to improve operational workflows, automation, and monitoring capabilities. • Partner with Product, Engineering, and QA teams to enhance system functionality and reduce manual effort. • Develop and maintain SOPs, runbooks, and operational playbooks. • Generate operational reports and dashboards related to system performance, data quality, and program outcomes. • Analyze trends such as qualification rates, data failures, and system usage. • Provide actionable insights and recommendations to improve program performance.

• Lead, coach, and develop a team of Implementation Managers and Coordinators, driving performance, accountability, and professional growth. • Oversee the full lifecycle of client onboarding, ensuring implementations are delivered on time, within scope, and aligned with client expectations. • Establish, monitor, and drive performance against key metrics, including timelines, quality, and client onboarding experience. • Ensure consistent execution of implementation methodologies, workflows, and best practices, while identifying and addressing gaps to improve scalability and efficiency. • Manage implementation risks, dependencies, and escalations, ensuring timely resolution and minimal impact to client onboarding. • Maintain visibility into the implementation pipeline and resource planning to support effective delivery. • Partner cross-functionally with Product, Operations, and Training to align on priorities, ensure readiness, and drive continuous improvement in onboarding processes. • Translate onboarding challenges and client feedback into actionable insights to support product enhancements and rollout of new features. • Lead communication and coordination of implementation timelines, expectations, and updates across clients and internal stakeholders. • Drive adoption of new tools, processes, and system enhancements, supporting change management across onboarding activities.

• Lead, coach, and develop a team of 340B Account Managers and Coordinators, driving performance, accountability, and professional growth. • Oversee a portfolio of 340B clients, ensuring strong relationships, high satisfaction, retention, and successful program outcomes. • Establish, monitor, and drive performance against key metrics, including service quality, client satisfaction, and operational efficiency. • Ensure consistent execution of processes, workflows, and service standards, while identifying and addressing gaps to improve efficiency and scalability. • Support the team in managing complex client situations and escalations, ensuring timely and effective resolution. • Analyze performance trends across the client portfolio to identify risks and opportunities, and implement proactive solutions. • Partner cross-functionally with Product, Operations, and Training to align on priorities, reinforce best practices, and drive continuous improvement. • Translate client feedback and operational insights into actionable recommendations to support product enhancements and roadmap alignment. • Lead communication and adoption of product updates, system changes, and process improvements across clients and internal teams.

• Analyze, configure, and maintain client benefit plan designs with a high degree of accuracy. • Interpret business requirements and translate them into system configurations within the claims adjudication platform. • Support new client implementations and ongoing updates for existing clients, including testing and validation of changes. • Maintain clear and accurate documentation of system configurations and processes. • Partner with internal teams to support client needs across claims, eligibility, accumulators, and reporting. • Participate in projects and recommend process improvements to enhance operational efficiency. • Perform quality assurance reviews to ensure configuration accuracy and compliance with standards. • Troubleshoot and resolve issues proactively, minimizing escalation. • Contribute to team performance by meeting service levels and individual accuracy/timeliness goals. • Support knowledge sharing, training, and development of team members. • Ensure compliance with regulatory and industry standards, including HIPAA and NCPDP.

• Assist with obtaining client data, reviewing implementation forms, setting up program access, and configuring reporting parameters. • Monitor, verify, and coordinate client data feeds, including SFTP setup and ensuring accuracy and completeness. • Provide training to clients and pharmacies on proprietary reports and point-of-sale programs; act as backup support for Account Managers. • Collaborate with IT Services, manage operations support requests, and participate in team/client meetings. • Maintain detailed client files, verify program eligibility, and ensure documentation for new client setups and HRSA requirements. • Handle claims resolution, address client inquiries, and escalate complex issues as needed. • Stay updated on 340B program education, support team absences, and assist in product enhancements.

• Designing and developing API-first backend services in NodeJS • Building and enhancing modern, responsive React user interfaces • Working with transactional data in MSSQL databases • Supporting event-driven and service-oriented architectures • Troubleshooting issues across distributed and integrated platforms • Improving system scalability, performance, and reliability • Supporting modernization efforts and reducing technical debt • Writing clean, testable, well-documented code and participating in code reviews • Leveraging AI-assisted tools to improve developer efficiency and delivery speed

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• Define business requirements, functional design, system specifications, business processes and flow charts • Define requirements to be used in the design for integration interfaces between systems • Establish and document requirements to ensure data validity and reliability • Conduct business and systems process analysis to create process design improvements • Produce required project analysis documentation for the proposed applications/systems, including but not limited to: business requirements, system specifications, scope matrix, use cases, sequence diagrams, workflow charts and diagrams, future state proposals and user-acceptance testing plan • Study and understand system capabilities and how they affect the business processes • Interpret customer business needs and translate them into business and technical requirements • Critically evaluate information gathered from multiple sources, then dissect the high-level information into smaller details • Facilitate the flow of information related to business needs between customers and software development teams • Elaborately define user concept/design documentation for utilization by development teams to build software • Enable fulfilment of long-term business strategies by ensuring new systems meet the required specifications • Actively participate in Agile/Scrum ceremonies, including daily stand-ups, sprint planning, backlog grooming, reviews, and retrospectives. • Own and refine the product backlog by prioritizing requirements, clarifying scope, and ensuring readiness for sprint execution. • Review and validate test cases to ensure alignment with business requirements and acceptance criteria; support UAT execution and sign-off.

• Develop understanding of the transaction systems, application functionality, and development process • Perform software quality assurance testing, including black box testing, white box testing, user acceptance testing, and maintenance regression testing on medium to large size projects • Develop, document, and publish test scripts, test cases, and defects via reports in a testing software tool throughout the Software Quality Assurance (SQA) process • Analyze the results of software tests and provide results for use in development code inspections and group reviews of project deliverables • Test any new software to ensure integration into the company’s systems meets functional requirements, system compliance, and technical specifications • Participate in developing, distributing, and coordinating in-depth end-user reviews for modified and new systems or applications • Ability to work collaboratively and use a variety of interpersonal communication methods to effectively convey information to business and non-technical audiences • Ability to work on multiple efforts concurrently and shift priorities quickly.