Pharmaceutical Strategies Group - PSG

• End to end ownership of client specific business strategy projects. Responsibilities include client relationship management, upfront planning and strategy creation, in-depth research and analysis, thorough execution, and delivery to the client. • Examples of projects include organizational assessments, PBM or vendor contract reviews, process gap analyses, market and landscape analyses, go-to-market strategies, unique clinical or quality initiatives that improve delivery of healthcare • Identify and maintain appropriate multi-level client relationships and a deep understanding of client business and corporate culture resulting in high client satisfaction and retention rates. • Develop and implement customized strategic plans based on unique client needs to achieve targeted long- and short-term goals. • Delivery of client-specific insights on industry happenings and leveraging PSG’s best-in-class research to provide data-driven insights and recommendations on an ongoing basis • Identify opportunities to engage internal PSG experts on custom projects and analyses. • Responsible for renewal of client relationships and creating strategy, scope of services and appropriate fee structure to match client needs. • Assess opportunity for expanding PSG services within existing client relationships. • Leverage client relationships for PSG prospecting efforts by creating developing client references. • Participation in conferences and other forums for showcasing program experience and success. • Participate in internal workgroups to develop new programs, services, corporate positions, and publications based on the continual assessment of client and market needs. • Lead the development and management of the procurement, market check and request for proposal (RFP) strategy and process for clients including RFP creation, vendor selection meetings and contract execution (in conjunction with internal RFP coordinator). • Participate in non-client RFP processes via scoring and client meeting assistance. • Lead the review process for new and renewing vendor contracts through final execution to ensure current terms, definitions and compliance with RFP requirements. • Negotiate market leading business terms and conditions on behalf of PSG clients

• Play a lead role in shaping the next phase of growth within the Health Plan market. • Influence the evolution of the firm’s go-to-market strategy and operating model. • Partner with leadership to build a more scalable, performance-driven business development function. • Expand market presence and impact in a dynamic, high-demand environment. • Drive revenue growth, expanding market presence, and advancing strategic client development across the Health Plan segment. • Originate, shape, and close new business while expanding existing client relationships.

• Collaborate with marketing and business leadership to develop and execute an annual marketing plan aligned to business goals, including strategic planning, editorial calendar development, and channel optimization. • Design and execute integrated marketing campaigns leveraging content (e.g., case studies, white papers, webinars), digital marketing, direct mail, and public relations. Track performance and optimize based on measurable results. • Partner with sales and business leaders to identify opportunities for content development, campaign innovation, and growth. Serve as a liaison to secure approvals and ensure alignment. • Build strong, trusted relationships with internal stakeholders including sales leaders and subject matter experts. • Develop and manage a content strategy that ensures messaging is clear, consistent, engaging, and actionable across all channels. • Support and expand PSG’s thought leadership efforts to increase brand awareness, enhance solution visibility, and strengthen market credibility. • Maintain and evolve product positioning frameworks, ensuring alignment across marketing, sales, and sales operations teams. • Collaborate with public relations partners to secure speaking engagements, awards, media opportunities, and thought leadership placements. • Coordinate logistics for tradeshows and speaking engagements, including development of presentations, materials, and on-site support. • Define and analyze key performance indicators across campaigns, public relations efforts, and audience targeting; partner with internal teams to evaluate results and drive optimization. • Champion PSG’s brand by promoting innovation, collaboration, and continuous improvement across marketing initiatives.

• Own Salesforce hygiene by conducting regular audits of open pipeline, identifying stalled or outdated opportunities, and partnering with sales leaders to improve data accuracy and opportunity management discipline. • Schedule, manage, and facilitate pipeline calls, ensuring adherence to standards, keeping teams aligned to the agenda, documenting follow-up items, and driving timely completion of next steps. • Manage the employee incentive process by ensuring eligible opportunities are reviewed and dispositioned appropriately, coordinating approvals with executive leadership and finance, and supporting communication when incentives are awarded. • Audit won opportunities to ensure Salesforce records accurately reflect executed contract terms, including scope, timing, and financial details, and partner with internal stakeholders to resolve discrepancies. • Lead renewal management activities by ensuring renewals are created, tracked, and closed accurately, and by facilitating regular reviews with business leaders to keep renewals moving through the process. • Leverage sales data to generate insights that inform business strategy, including analysis of win and loss trends, forecast quality, and weighting accuracy. • Partner with leaders across the business to expand adoption and effective use of Salesforce as a CRM and pipeline management platform, including process improvements, better account-level tracking, and cross-system integration opportunities. • Support day-to-day Salesforce operations, including license management, reassignment of contacts and opportunities, dashboard and report development, and ongoing system administration activities. • Act as a trusted operational partner who leads through influence, drives accountability across stakeholders, and identifies opportunities to strengthen sales processes before and after opportunities move through the pipeline.

• Coordinate cross-functional initiatives across product applications, data flows, and lifecycle activities • Track milestones, dependencies, risks, and deliverables • Support standardized product and data lifecycle processes from intake through delivery and retirement • Facilitate alignment across Product, IT, Data, and Compliance stakeholders • Partner with product teams (consultants, developers, analysts, PMs) to ensure accurate and timely data implementation • Work directly with clients to gather data requirements and secure approval on configurations • Collaborate with vendors to obtain data file layouts, test files, claims files • Provide internal and external status updates and implementation reports • Administer Azure DevOps (projects, boards, workflows, and work items) • Maintain consistent tool configurations for tracking and reporting • Manage user access, permissions, and security groups in collaboration with IT • Ensure lifecycle data (status, ownership, dependencies, outcomes) is accurate and up-to-date • Track product changes, enhancements, and data dependencies • Ensure tools reflect governance standards and lifecycle requirements • Partner with Product and Data teams to align tool usage with compliance and audit expectations • Maintain documentation for lifecycle workflows, standards, and tool administration • Enforce naming conventions, templates, and operational best practices • Support audits, reporting, and leadership insights related to product and data operations

• Own the proposal workflow from intake through final submission, excluding content writing • Manage proposal timelines, milestones, and dependencies to ensure on-time, complete delivery • Coordinate with subject matter experts and leadership to collect inputs and drive progress • Assemble and finalize proposal materials using approved templates, language, and formatting standards • Review proposals for accuracy, consistency, branding, style, and compliance with RFP requirements • Manage submission logistics and confirm successful delivery • Maintain accurate proposal tracking, status updates, and documentation in CRM and internal systems • Provide formatting and proofreading support for related marketing and research deliverables as needed • Assist with cross-functional project coordination, including scheduling, task tracking, and follow-up

• Serve as the primary/lead consultant on strategic clients. • Lead and cultivate multi-level client relationships with executives, human resource personnel, pharmacy department personnel and others. • Identify business needs and create custom solutions for sophisticated clients. • Lead vendor strategies that will include procurement efforts, contract negotiation and ongoing vendor management. • Track and measure vendor contract performance.

• Independently Manage ongoing projects including: • Contributing to work assigned • Moving project forward through project plan • Managing client deliverables • Prepare documents and reports to support Vendor Procurement project activity • Assist in the development of project strategies • Assess project risks and issues with suggested solutions • Preparing documents and reports to support Vendor Procurement project activity • Maintaining and monitoring project plans, schedules, and resources for their Portfolio of accounts • Organizing and attending stakeholder meetings: • Chairing and facilitating meetings where appropriate • Documentation of action items and decisions from meetings • Preparation of presentation materials for meetings • Providing administrative support as needed • Participating in the development of initiatives and team projects that enhance the quality and efficiency of our services

• Lead a team to drive client satisfaction, portfolio growth and profitability through innovative product service development and team leadership • Ensure client/broker satisfaction and manage the client portfolio for growth and retention • Develop strategies, implement programs, and participate in business strategy for both clinical and non-clinical processes • Manage relationships with Pharmacy Benefit Managers and other pharmacy service providers, including procurement, contracting, and implementation • Oversee overall program operations, including marketplace access, audits, market checks, and reporting • Support sales and marketing efforts for the segment • Consult strategically with clients and support clinical strategy alongside other leaders

• Clinical Strategy Development: Create innovative clinical programs, products, and services aimed at optimizing specialty and non-specialty drug management, support payer clients with their PBM and drug coverage decisions • Data Analysis and Action: Act as a detail-oriented advisor, using data-driven insights to evaluate pharmacy programs, identify trend drivers, outlier high-cost claims and drive improvements. • Pipeline and Trend Management: Monitor emerging market trends and drug pipelines to anticipate client impact and develop proactive solutions. • Cross-Functional Collaboration: Work with cross-functional enterprise teams to deliver high-quality solutions for clients and their members. • Client Relationship Management: Nurture strong relationships and serve as a subject matter expert and trusted advisor in a highly visible role, often interacting with senior leadership. • Thought Leadership contributes to and drives brand visibility and market positioning by distilling complex industry trends into expert insights, blog content, and participating in webinar or speaking engagements.