SmithRx

• Organize testing suites, create test plans, and submit moderately difficult test cases to validate the accuracy of complex benefit configuration setups. • Serve as a key liaison with senior members of the Benefit Operations team, actively communicating to resolve configuration discrepancies, clarify plan designs, and report actionable insights back to the testing team. • Provide support, guidance, and peer review for junior team members to ensure testing accuracy, helping them understand SmithRx claims adjudication systems and upstream/downstream processes. • Handle Advanced Logic Validation such as Clinical/Prior Authorization and Financial Accumulators. Ensuring patient out-of-pocket maximums and cost-shares remain accurate. • Document detailed defect reports for issues uncovered during testing and assist in the development of process improvements focusing on efficiency and accuracy.

• Own key areas of the month-end close process, including preparing complex journal entries, account reconciliations, and fluctuation analyses. • Assist in developing guidance on the accounting implications of new transactions and ensure compliance with US GAAP. • Assist in developing and designing our internal controls to improve the accuracy of our financial records and scale our processes. • Assist in the preparation of technical accounting memorandums and support drafting of footnotes and schedules for our financial statements. • Coordinate internal and external audit activities, serving as a key point of contact for auditors and managing the flow of information for selected accounting areas. • Drive process improvements by identifying opportunities to automate and streamline accounting workflows.

• Own and drive the full sales cycle from prospecting to contract signature for employer groups with 20,000+ covered lives. • Develop and execute enterprise sales strategies that align with SmithRx’s growth goals and value proposition. • Establish trusted advisor relationships with benefits decision-makers, consultants, brokers, large employers and internal stakeholders. • Deliver compelling presentations and solution demonstrations that clearly articulate the SmithRx value proposition and clinical/economic impact. • Collaborate with internal teams including Clinical, Account Management, Legal, Pricing/Proposals to ensure alignment and readiness for onboarding large clients. • Accurately forecast pipeline and deal status using Salesforce, maintaining meticulous records of all prospecting and sales activities. • Represent SmithRx at industry events, conferences, and client meetings as a senior face of the enterprise sales team. Willing to travel and attend this events on a regular cadence. • Maintain a deep understanding of market dynamics, competitor positioning, and healthcare/PBM trends to inform strategy and positioning.

• Work with clients, identifying and understanding benefit plan requirements. Build and maintain pharmacy benefit plans for client groups. • Aid in the organization of benefit configuration and structure for the accounts assigned by monitoring plan data integrity. • Assist in determining process improvement efforts. • Maintain prior authorizations and step therapy rules. • Grandfather/transition new clients and update formularies with changes at the direction of the clinical team. • Communicate project status, escalating issues when appropriate. Provide insight into changes to improve workflow efficiency. • Collaborate with member support and customer success teams to review and resolve inquiries related to benefits timely to improve member experience. • Provide troubleshooting support for our claims adjudication process. • Support new client implementations, conduct go-live testing, perform post go-live auditing and support to ensure plans are configured to confirm accuracy.

• Collaborates with clients and Implementation Managers to provide clinical expertise, including insights on drug spend and utilization, clinical management strategies, medication alternatives, and formulary compliance for new groups. • Serve as a clinical subject matter expert to support Plan Operation team activities • Acts as a clinical liaison between the Plan Operations team and other internal teams at SmithRx • Comprehends and effectively explains formulary and clinical program's value proposition to clients and internal teams. • Supports communications of formulary changes and program updates for internal and external partners. • Recommends clinical programs for new clients to provide cost savings to clients and members. • Stays current with market trends and provides clinical market intelligence to clients and internal team members • Communicates drug information to clients and responds to plan-specific clinical inquiries • Creates and updates clinical marketing materials to support go-live activities for new groups. • Analyzes data and interprets drug benefit designs. Clearly communicates analytical and reporting needs to supporting departments

• Overall responsibility for successful planning, execution, monitoring, and driving post-sales client learning; this individual is expected to spend time in front of clients and partners as well as internal teams, which may include travel to on-site meetings. • Determine and evaluate client training needs, then work with marketing to design and deliver training and materials to ensure all of our brokers and groups understand the SmithRx offering • Collaborating with organization units and internal/external Subject Matter Experts (SMEs) to design training programs aligned with competencies and strategic learning opportunities • You will create, design and execute enablement training for our clients and customer success teams, in a variety of environments. • Support the implementation and adoption of existing programs and tools and adoption of new programs and tools through training and education. • Perform administrative tasks such as scheduling classes, setting up systems and equipment, and coordinating enrollment • Effectively communicate updates with internal teams and leadership to ensure successful implementation of content, as well as to foster cross-project collaboration and continuity • Ensure all milestones and learning objectives are met/delivered on time, within scope and budget • Track and regularly report on key training metrics to determine the effectiveness of all training and development programs • You will gather feedback from the business to consistently improve enablement efforts • Ability to accommodate different learning styles and engage the audience with proven build-upon learning methodologies • Develop strong relationships and an ability to partner with client stakeholders to drive ownership and product adoption • Requires up to 40% travel

• Support the resolution of complex client scenarios by conducting deep-dive data research and root-cause analysis. • Partner with the account team to identify cost drivers, utilization shifts, and clinical opportunities within a client’s portfolio to recommend plan design changes that mitigate spend. • Serve as the primary liaison between Account Management and the Reporting/Data Analyst teams to ensure client reporting needs are technically feasible and strategically sound. • Interpret pharmacy claims data, trend analysis, and rebate projections to provide "the story behind the numbers" for client presentations and Quarterly Business Reviews (QBRs). • Oversee the integrity of client-facing financial reports, ensuring data aligns with contractual obligations and client expectations. • Work on behalf of the Account Management team, collaborating with internal technical teams to improve automated reporting tools and identify product gaps based on client feedback and data limitations. • Assess financial data for indicators of client attrition risk and work with Account Managers to develop data-driven mitigation strategies. • Act as a data mentor to Account Managers, coaching them on how to interpret financial metrics and present data-heavy slides effectively. • Participate in existing and prospective client meetings.

• Complete reporting and data requirements based on client and team needs • Be accountable for customer satisfaction and retention of assigned client(s) • Forge trusting relationships with client operational leadership • Maintain a comprehensive understanding of business challenges faced by customers • Support research and data activities to drive resolution for escalated client issues, coordinating with internal and external teams as necessary • Prioritize issues and assess escalations that may lead to client attrition risk with the Account Managers to ensure a strong mitigation plan is in place

• Independently ascertain how to query the necessary data from large data sets and generate ad hoc analysis with clear insights • Leverage historical claims data and provide reporting that allows for assessment and risk management • Assist in preparing deliverables for operation teams that support a member’s transition experience to SmithRx • Ensure high quality, “client ready” deliverables through an audit/evaluation process and personal accountability • Execute deep-dive analyses and investigations into large datasets and provide clear insights on findings • Clearly communicate with internal stakeholders and external partners through email, slack, phone, video call, etc. • Provide ad hoc analysis to illustrate other potential impact from implementing SmithRx as a pharmacy benefit solution

• Manage, mentor, and inspire a team of engineers (up to Staff level) to deliver high-quality software solutions. • Build a collaborative and high-performing team culture focused on accountability, innovation, and excellence. • Conduct regular performance evaluations, provide actionable feedback, and foster career growth opportunities for team members. • Define the team’s vision and roadmap, aligning with organizational goals and priorities. • Partner with product managers and stakeholders to clarify business requirements and translate them into actionable engineering projects. Ensure the execution of major upcoming initiatives. • Work with Principal Engineers to develop scalable and reliable software solutions. • Proactively identify and mitigate technical risks, addressing software architecture deficiencies and long-term risks. • Establish and maintain best practices for development, testing, and operational workflows. • Partner with product managers, stakeholders, and other engineering leaders to ensure alignment across teams and domains. • Influence overlapping business/technology areas to reduce inefficiencies and improve delivery speed. • Act as the primary representative of your teams to senior leadership, customers, and stakeholders.