Quantum Health

• Participate in requirements gathering, scoping, and completion of new enhancement requests • Provide impact analysis for change requests and communicate downstream process considerations • Perform ongoing system administration and configuration (flows, roles & profiles, reports and dashboards, user maintenance and other routine tasks • Ensure proper integration and data security with other Quantum information systems • Help drive end-user adoption of Salesforce through documentation, support and training of new and current employees • Create and maintain documentation on processes, policies, application configuration and help related materials for users • Participate in delivery of high complexity project engagements including developing requirements, solutioning, creating test scripts, performing testing, leading UAT exercises and promoting change sets to production and other sandbox environments as needed • Troubleshoot and resolve ad hoc platform issues • Assist with clean-up procedures, including data migrations and mass data uploads • Collaborate with all stakeholders to ensure Salesforce is the source of truth for defined data points and processes within the platform to support team functions and strategic initiatives • Drive and uphold Salesforce best practice standards to ensure scalable design and high-quality delivery through a platform resource/limitation forward design approach and upholding sandbox usage and testing policies • Prioritize learning and training into your weekly/monthly schedule focusing on established team training topics and platform scalability and best practices

• Supporting and facilitating weekly client meetings, owning the agenda, minutes and action items • Ensuring all appropriate attendees are invited and attending • Building and maintaining strong operational and systems knowledge, and risk mitigation • Establishing trust and credibility with clients and consultants as a strategic partner by ensuring accurate and timely communications and issue resolution • Participating in process improvement and annual activities, and administrative duties as required • Leading client performance reporting, translating data into actionable, strategic insights that influence client decisions and demonstrate measurable value • Leveraging data insights to develop, maintain and execute strategic accounts plans focused on retention, growth and satisfaction • Providing guidance to Client Success Executive IV to optimize the partnership with Quantum Health • Reinforcing the Quantum story and value by protecting and elevating the member experience, ensuring client confidence, strengthening membership satisfaction, and fueling long ‑ term revenue growth • Acting as the primary client liaison within Quantum Health’s operations and cross-functional teams • Working with the dedicated implementation team as needed to successfully onboard new clients • Managing resolution for escalated operations issues, ensuring root cause awareness and timely action • Managing cross-functional operational deliverables, based on client needs, to ensure client and Quantum success

Title: Corporate Counsel Location: Dublin, Ohio Department: Legal, Risk & Compliance Job Description: Legal, Risk & Compliance Who we are Founded in 1999 and headquartered in Central Ohio, we’re a privately-owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we’re on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost – that’s why we call ourselves Healthcare Warriors®. We’re committed to building diverse and inclusive teams – more than 2,000 of us and counting – so if you’re excited about this position, we encourage you to apply – even if your experience doesn’t match every requirement. About the role The Corporate Counsel – Benefits Administration & Service Contracts serves as a trusted legal advisor on matters related to employer sponsored group health plan administration, including, but not limited to ERISA, ACA, MHPAEA, Medicare, state insurance law and HIPAA compliance, fiduciary governance, and general contract negotiation as a service provider to group health plan sponsors and downstream vendor service agreements. This role supports the legal team providing first-level support for operational compliance issues related to utilization management programs, wellness program incentive management, claim and appeal administration support, and clinical excellence in addition to negotiating complex client and downstream vendor service contracts in partnership with cross-functional stakeholders. The ideal candidate will bring broad experience in group health plan design, appeal letter drafting, reporting and disclosure obligations, and a deep knowledge of the health plan industry. Location: This position may work remotely anywhere in the United States of America or may work hybrid from our Dublin, Ohio location. What you’ll do (Essential Responsibilities) Negotiate and draft client and downstream vendor contracts, as well as contracts with third-party administrators (TPAs), pharmacy benefit managers (PBMs), wellness vendors, stop-loss carriers, point solutions, and insurers. Provide strategic counsel on the design, implementation, and administration of health and welfare benefit plans, including medical, dental, vision, EAP, wellness, and flexible spending accounts (FSAs). Ensure compliance with all applicable laws and regulations, including ERISA, HIPAA, ACA, COBRA, and relevant state insurance laws. Draft, review, and maintain plan documents, summary plan descriptions (SPDs), and related participant communications to ensure regulatory compliance and clarity. Respond to and resolve benefits-related disputes, claims, and appeals, including oversight of external counsel when necessary. Monitor and interpret legislative and regulatory developments affecting health and welfare benefits and implement timely updates to policies and practices. Assist in internal and external audits, DOL investigations, or inquiries related to benefits or vendor contracts. Provide education and training to internal stakeholders on fiduciary obligations, plan administration, and contract compliance. Perform additional duties and special projects as assigned. Other duties as assigned What you’ll bring (Qualifications) Education: Juris Doctor (J.D.) from an accredited law school. Licensure/Certifications: Current and active license to practice law in a U.S. state. Experience: 5-10 years of legal experience, with significant expertise in health and welfare benefits, ERISA fiduciary matters, and vendor contract negotiation and management. In-house counsel experience with a focus on employee benefits and health plans strongly preferred. Benefit litigation experience would be a strong plus. Deep knowledge of ERISA, HIPAA, ACA, COBRA, IRS regulations, and other laws impacting group health plans and employee benefits. Strong understanding of fiduciary responsibilities under ERISA. Demonstrated success managing and negotiating client and partner contracts, including performance metrics and compliance terms. Ability to analyze and explain complex legal concepts clearly and concisely to business leaders. Exceptional drafting, communication, and negotiation skills. Strategic thinker with a pragmatic, business-oriented approach to legal problem-solving. Comfortable working in fast-paced, cross-functional environments with competing priorities. Strong administrative/technical skills; Comfort working on a PC using Microsoft Office (Outlook, Word, Excel, PowerPoint), IM/video conferencing (Teams & Zoom), and telephones efficiently. Experience with Ironclad contract management software a plus. Strong personal accountability, integrity, a commitment to upholding Quantum Health’s values, ethics, and data privacy requirements. #LI-AT1 #LI-Remote What’s in it for you - Compensation: Competitive base and incentive compensation - Coverage: Health, vision and dental featuring our best-in-class healthcare navigation services, along with life insurance, legal and identity protection, adoption assistance, EAP, Teladoc services and more. - Retirement: 401(k) plan with up to 4% employer match and full vesting on day one. - Balance: Paid Time Off (PTO), 7 paid holidays, parental leave, volunteer days, paid sabbaticals, and more. - Development: Tuition reimbursement up to $5,250 annually, certification/continuing education reimbursement, discounted higher education partnerships, paid trainings and leadership development. - Culture: Recognition as a Best Place to Work for 15+ years, dedication to diversity, philanthropy and sustainability, and people-first values that drive every decision. - Environment: A modern workplace with a casual dress code, open floor plans, full-service dining, free snacks and drinks, complimentary 24/7 fitness center with group classes, outdoor walking paths, game room, notary and dry-cleaning services and more! What you should know - Internal Associates: Already a Healthcare Warrior? Apply internally through Jobvite. - Process: Application > Phone Screen > Online Assessment(s) > Interview(s) > Offer > Background Check. - Diversity, Equity and Inclusion: Quantum Health welcomes everyone. We value our diverse team and suppliers, we’re committed to empowering our ERGs, and we’re proud to be an equal opportunity employer . - Tobacco-Free Campus: To further enable the health and wellbeing of our associates and community, Quantum Health maintains a tobacco-free environment. The use of all types of tobacco products is prohibited in all company facilities and on all company grounds. - Compensation Ranges: Compensation details published by job boards are estimates and not verified by Quantum Health. Details surrounding compensation will be disclosed throughout the interview process. Compensation offered is based on the candidate’s unique combination of experience and qualifications related to the position. - Sponsorship: Applicants must be legally authorized to work in the United States on a permanent and ongoing future basis without requiring sponsorship. - Agencies: Quantum Health does not accept unsolicited resumes or outreach from third-parties. Absent a signed MSA and request/approval from Talent Acquisition to submit candidates for a specific requisition, we will not approve payment to any third party. Reasonable Accommodation: Should you require reasonable accommodation(s) to participate in the application/interview/selection process, or in order to complete the essential duties of the position upon acceptance of a job offer, click here to submit a recruitment accommodation request. California Employee and Job Applicant Notice of Collection of Personal Information: If you are a California resident, Quantum Health may collect personal information in connection with your application for employment and, if hired, during the course of your employment. The categories of personal information collected and the purposes for which that information is used are described in our California Employee and Job Applicant Notice of Collection of Personal Information. Please review the notice here: California Employee and Job Applicant Notice Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of Quantum Health will only contact you from an email address ending in @quantum-health.com. Quantum Health will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you’ve encountered a recruiting scam, report it to the Federal Trade Commission and your state’s Attorney General.

• Design and implement frameworks that evaluate provider performance across total cost of care, clinical quality, and downstream utilization • Quantify variation across providers to identify actionable savings opportunities driven by differences in appropriateness, effectiveness, site of service, unit price, and utilization patterns • Develop methodologies to evaluate the downstream impact of provider selection on overall healthcare spend and member outcomes • Translate complex performance and cost dynamics into clear, defensible scoring outputs that are both analytically rigorous and practically actionable • Apply the total cost of care provider scoring framework to develop benefit strategies (e.g., cost-sharing structures, deductible shifts) • Evaluate financial impact of plan changes at the population level and ensure that incentive structures are economically sustainable and aligned to expected savings • Look at what our competitors are doing and identify gaps and opportunity areas (forward looking) • Innovate to anticipate and meet needs of prospective clients/the market • Partner closely with Product, Solution Engineering, Actuarial, and Data teams to inform solution design • Collaborate with market-facing teams on GTM initiatives to refine design to meet the needs of existing clients and to evaluate opportunities for prospective clients • All other duties as assigned

Title: RN, Registered Nurse Transplant Case Manager (Remote) Location: Remote, United States Department: Clinical Job Description: Who we are Founded in 1999 and headquartered in Central Ohio, we’re a privately owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we’re on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost – that’s why we call ourselves Healthcare Warriors®. We’re committed to building diverse and inclusive teams – more than 2,000 of us and counting – so if you’re excited about this position, we encourage you to apply – even if your experience doesn’t match every requirement. About the role The Transplant Nurse (PCG) facilitates care coordination for a member with the potential for a transplant, including hematologic malignancies and end stage disease processes. The position requires a multidisciplinary, collaborative approach to manage the complexity, financial impact, frequent resource utilization and variable acuity across the transplant continuum. Management begins at referral and follows through pre-transplant care, evaluation, and the transplant phase to post-transplant case closure. Location: This position is located at our Dublin, OH campus with hybrid flexibility. What you’ll do (Essential Responsibilities) Identify and assess members with the potential for solid organ or bone marrow transplant, end stage renal disease, and hematologic malignancies. Apply the nursing process when actively case managing transplant members. Utilize well-developed critical thinking and interpersonal skills to problem-solve and make knowledgeable recommendations for needed actions. Document all activities specific to members, caregivers, providers, facilities and clients in appropriate database. Maintain a collaborative relationship with members’ health care teams by communicating information, responding to requests, building rapport, and participating in team problem-solving methods. Serve as member and provider advocate by educating and guiding through the transplant process. Provide benefit and health information to each member so they are able to make informed health decisions. Maintain a working knowledge of all policies and procedures related to Clinical Operations. Work closely with and provide updates to internal client executives and employer contacts for transplant patients.   Maintain a working knowledge of employer health benefit plans and know where to access benefit information. Be a clinical resource for all Quantum Health work teams. Maintain working knowledge of Transplant Vendor contracts, single case rate agreements, access agreements, and negotiated agreements as required by client plan design.  Assist members and clients with wellness activities, enhanced benefits, behavioral incentives Be a transplant clinical resource for all Quantum Health work groups. Work closely with and provide updates to internal client executives and employer contacts for transplant patients. Maintain contact with the QH clinical staff for transfer of cases when appropriate. All other duties as assigned. What you’ll bring (Qualifications) Licensure: Current and active license as a Registered Nurse in the state of Ohio, BSN preferred Experience: Minimum of two years clinical experience with direct patient care required Certification in Case Management preferred within 2 years of hire Outstanding computer skills including Microsoft applications Excellent critical thinking skills Possess excellent verbal and written communication skills Possess excellent time management skills Demonstrate ability to work autonomously Solid organ or bone marrow transplant experience desired Effective communication skills, both verbal and written. A high degree of personal accountability and trustworthiness, a commitment to working within Quantum Health’s policies, values and ethics, and to protecting the sensitive data entrusted to us. #LI-HW1 #LI-Remote What’s in it for you - Compensation: Competitive base and incentive compensation - Coverage: Health, vision and dental featuring our best-in-class healthcare navigation services, along with life insurance, legal and identity protection, adoption assistance, EAP, Teladoc services and more. - Retirement: 401(k) plan with up to 4% employer match and full vesting on day one. - Balance: Paid Time Off (PTO), 7 paid holidays, parental leave, volunteer days, paid sabbaticals, and more. - Development: Tuition reimbursement up to $5,250 annually, certification/continuing education reimbursement, discounted higher education partnerships, paid trainings and leadership development. - Culture: Recognition as a Best Place to Work for 15+ years, dedication to diversity, philanthropy and sustainability, and people-first values that drive every decision. - Environment: A modern workplace with a casual dress code, open floor plans, full-service dining, free snacks and drinks, complimentary 24/7 fitness center with group classes, outdoor walking paths, game room, notary and dry-cleaning services and more! What you should know - Internal Associates: Already a Healthcare Warrior? Apply internally through Jobvite. - Process: Application > Phone Screen > Online Assessment(s) > Interview(s) > Offer > Background Check. - Diversity, Equity and Inclusion: Quantum Health welcomes everyone. We value our diverse team and suppliers, we’re committed to empowering our ERGs, and we’re proud to be an equal opportunity employer . - Tobacco-Free Campus: To further enable the health and wellbeing of our associates and community, Quantum Health maintains a tobacco-free environment. The use of all types of tobacco products is prohibited in all company facilities and on all company grounds. - Compensation Ranges: Compensation details published by job boards are estimates and not verified by Quantum Health. Details surrounding compensation will be disclosed throughout the interview process. Compensation offered is based on the candidate’s unique combination of experience and qualifications related to the position. - Sponsorship: Applicants must be legally authorized to work in the United States on a permanent and ongoing future basis without requiring sponsorship. - Agencies: Quantum Health does not accept unsolicited resumes or outreach from third-parties. Absent a signed MSA and request/approval from Talent Acquisition to submit candidates for a specific requisition, we will not approve payment to any third party.

Title: Senior UX Researcher Location: Dublin, Ohio Department: Product Remote Job Description: Who we are Founded in 1999 and headquartered in Central Ohio, we’re a privately-owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we’re on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost – that’s why we call ourselves Healthcare Warriors®. We’re committed to building diverse and inclusive teams – more than 2,000 of us and counting – so if you’re excited about this position, we encourage you to apply – even if your experience doesn’t match every requirement. About the role Healthcare is complicated and often a costly experience and we’re here to help members navigate through their decisions every step of the way. Some call it advocacy, others a concierge. At Quantum, we support, guide, care, and Warrior®. As a member of the product team, the Senior UX Researcher will conduct and study target users to define, conceptualize, and design product features and service experiences with the expressed goal of driving the intended experience, behaviors and business goals we set to achieve. The Senior UX Researcher will work closely with the product design and delivery teams to bring the vision of the solution to life. Location: This position is located at our Dublin, OH campus or may work remotely anywhere in the United States of America. What you’ll do (Essential Responsibilities) - Collaborate with various teams including UX Design, Experience, Product Management, Technology and Marketing to gather requirements and understand organizational goals and objectives. - Create research plans, identifying best approaches and methods meeting budget and timing considerations. - Sketch and build protypes to support user research and testing. - Design and conduct qualitative and quantitative research on human-AI interactions and optimize digital member journeys. Lead user interviews and usability testing to uncover insights that drive innovation, usability, trust and personalization. - Synthesize and translate research findings into strategic narratives that connect user needs to enterprise KPI’s. Stay ahead of AI, UX and customer experience trends to future-proof solutions and drive both design and business requirements. - Assess existing data and insights that inform research plan. - Inform and influence information architecture, site navigation and user experiences consulting throughout the design process to ensure user needs are being met/delivered. - Shape and lead the UX research strategy to align with enterprise priorities, ensuring research efforts directly inform business goals, product vision and the evolution of AI-enhanced digital member experiences. - Collaborate cross-functionally with Product, Design, Marketing and Data teams to integrate research into AI-driven roadmaps, build ethical and inclusive evaluation frameworks, and influence the development of intelligent digital experiences. - Work collaboratively with Technology, Product and UX to create best practices protocols. - Identify and partner with vendors on an as needed basis. - All other duties as assigned. What you’ll bring (Qualifications) - Experience: 7-10 years of experience performing user research in a professional services environment. - Exceptional organizational skills, with the ability to bring structured thinking to a variety of tools and templates. - Proven ability to design and lead research initiatives that drive strategic decision-making, align with business priorities and guide long term product vision. - Proficiency with research and design tools such as Dovetail, User Interviews and Figma. - Skilled in translating complex research findings into clear, strategic insights and presenting them to senior leaders to inform high level decision making. - Demonstrated enthusiasm for and understanding of user needs and behaviors and impact on feature/product/service delivery. - Strong understanding of design principles and how to apply them to the service-based industry. - Ability to work on multiple projects simultaneously and prioritize workload. - Experience working with A/B test models, conducting in-depth interviews, card sorting, conducting field research, facilitation, and insight synthesis. - Rooted in experience-led research, understanding how human-centered design is applied in the health services vertical. - Passion for great storytelling and systems thinking. - Experience in the healthcare industry preferred. - A high degree of personal accountability and trustworthiness, a commitment to working within Quantum Health’s policies, values and ethics, and protecting the sensitive data entrusted to us. #LI-Hybrid #LI-Remote What’s in it for you - Compensation: Competitive base and incentive compensation - Coverage: Health, vision and dental featuring our best-in-class healthcare navigation services, along with life insurance, legal and identity protection, adoption assistance, EAP, Teladoc services and more. - Retirement: 401(k) plan with up to 4% employer match and full vesting on day one. - Balance: Paid Time Off (PTO), 7 paid holidays, parental leave, volunteer days, paid sabbaticals, and more. - Development: Tuition reimbursement up to $5,250 annually, certification/continuing education reimbursement, discounted higher education partnerships, paid trainings and leadership development. - Culture: Recognition as a Best Place to Work for 15+ years, dedication to diversity, philanthropy and sustainability, and people-first values that drive every decision. - Environment: A modern workplace with a casual dress code, open floor plans, full-service dining, free snacks and drinks, complimentary 24/7 fitness center with group classes, outdoor walking paths, game room, notary and dry-cleaning services and more! What you should know - Internal Associates: Already a Healthcare Warrior? Apply internally through Jobvite. - Process: Application > Phone Screen > Online Assessment(s) > Interview(s) > Offer > Background Check. - Diversity, Equity and Inclusion: Quantum Health welcomes everyone. We value our diverse team and suppliers, we’re committed to empowering our ERGs, and we’re proud to be an equal opportunity employer . - Tobacco-Free Campus: To further enable the health and wellbeing of our associates and community, Quantum Health maintains a tobacco-free environment. The use of all types of tobacco products is prohibited in all company facilities and on all company grounds. - Compensation Ranges: Compensation details published by job boards are estimates and not verified by Quantum Health. Details surrounding compensation will be disclosed throughout the interview process. Compensation offered is based on the candidate’s unique combination of experience and qualifications related to the position. - Sponsorship: Applicants must be legally authorized to work in the United States on a permanent and ongoing future basis without requiring sponsorship. - Agencies: Quantum Health does not accept unsolicited resumes or outreach from third-parties. Absent a signed MSA and request/approval from Talent Acquisition to submit candidates for a specific requisition, we will not approve payment to any third party. Reasonable Accommodation: Should you require reasonable accommodation(s) to participate in the application/interview/selection process, or in order to complete the essential duties of the position upon acceptance of a job offer, click here to submit a recruitment accommodation request. Recruiting Scams: Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you’ve encountered a recruiting scam, report it to the Federal Trade Commission and your state’s Attorney General.

• Work closely with clients to understand their business objectives and ensure the company’s product or service delivers measurable value aligned with their goals. • Serve as the primary point of contact for key accounts, managing day-to-day communications and ensuring strong relationships with client stakeholders at all levels. • Lead clients through the onboarding process and drive product/service adoption by providing training, best practices, and ongoing support tailored to their specific needs. • Identify opportunities for account growth, including upselling additional services, cross-selling complementary products, and recommending new solutions that enhance client success and increase revenue. • Proactively manage client renewals, minimizing churn through ongoing engagement and demonstrating continuous value. • Regularly track and assess client health, using data and insights to identify risks and opportunities for deeper engagement and growth. • Develop and execute client success plans that align with client goals and foster long-term partnerships, driving retention and growth within assigned accounts. • Monitor key success metrics such as adoption rates, client satisfaction scores (NPS/CSAT), and revenue growth. • Regularly report progress and outcomes to both clients and internal stakeholders. • Act as a trusted advisor and advocate for the client, ensuring any issues or concerns are addressed swiftly and effectively, coordinating with internal teams as necessary. • Work closely with Sales, Product, Marketing, and Support teams to ensure a seamless client experience and identify opportunities for improvement or innovation in the client journey. • Collect and relay client feedback to internal teams, providing insights to improve product offerings, services, and overall client experience.

• Clinically review all requests for provider-administered specialty medications for appropriateness • Support providers and members in optimization of site of care for requested services • Demonstrate and expand a working knowledge of all clinical processes and medical policy • Work collaboratively with Medical Directors and Pharmacists for all relevant requests • Serve as a Subject Matter Expert (SME) for infusible and injectable medication-related services • Communicate with members, providers, facilities, and all internal work groups regarding outcome of requests • Identify members who may be appropriate for care/case management services • Identify care coordination opportunities and work with operational, clinical, and customer-facing teams

• Work closely with clients to understand their business objectives and ensure the company’s product or service delivers measurable value aligned with their goals. • Serve as the primary point of contact for key accounts, managing day-to-day communications and ensuring strong relationships with client stakeholders at all levels. • Lead clients through the onboarding process and drive product/service adoption by providing training, best practices, and ongoing support tailored to their specific needs. • Identify opportunities for account growth, including upselling additional services, cross-selling complementary products, and recommending new solutions that enhance client success and increase revenue. • Proactively manage client renewals, minimizing churn through ongoing engagement and demonstrating continuous value. • Regularly track and assess client health, using data and insights to identify risks and opportunities for deeper engagement and growth. • Develop and execute client success plans that align with client goals and foster long-term partnerships, driving retention and growth within assigned accounts. • Monitor key success metrics such as adoption rates, client satisfaction scores (NPS/CSAT), and revenue growth. • Regularly report progress and outcomes to both clients and internal stakeholders. • Act as a trusted advisor and advocate for the client, ensuring any issues or concerns are addressed swiftly and effectively, coordinating with internal teams as necessary. • Work closely with Sales, Product, Marketing, and Support teams to ensure a seamless client experience and identify opportunities for improvement or innovation in the client journey. • Collect and relay client feedback to internal teams, providing insights to improve product offerings, services, and overall client experience.

• Own Sales VP dashboards in Salesforce, serving as the subject matter expert for reporting related to pipeline health and performance insights • Lead initiatives to improve Salesforce data quality, standardize reporting, and ensure the sales team is effectively utilizing the platform • Partner closely with Sales Leadership and the broader Sales Operations team to reinforce sales process governance • Drive projects that improve seller effectiveness through standardized lists, reports, views, and cleaner workflow visibility in Salesforce • Support territory updates, account reassignments, and Salesforce ownership changes by providing reporting insights • Lead and run recurring monthly sales meetings with Sales Leadership • Lead cross-functional projects focused on improving Salesforce reporting accuracy