SmithRx

Role Description We are seeking a Senior Manager, Strategic Finance to lead the financial analysis and decision support that powers SmithRx’s future growth and profitability initiatives. As a direct report to the Senior Director, Strategic Finance, this leader will operate as an athlete - building models, systems, and insights that help SmithRx make decisions with clarity. In partnership with the FP&A team, this role will help integrate financial analysis into the business and support data-driven decision making at scale. This is a role for someone who is excited to build, move seamlessly between detail and strategy, and serve as a true thought partner to senior leadership. The right person will raise the bar for how we operate and help shape the next chapter of SmithRx’s growth. - Own the Long Range Plan, aligning capital allocation and growth assumptions with the company’s long-term vision. - Build and maintain models to measure and improve unit economics across customers, customer segments, cohorts and channels. - Deliver clear, executive-ready materials for monthly reviews and board discussions that distill data into clear and actionable narratives. - Serve as a key support lead for future fundraising efforts and other strategic projects and initiatives. - Partner with cross functional leaders on scenario modeling and business case development, connecting financial discipline to operational outcomes. - Define and track KPIs and leading indicators of business performance to drive operational improvements. - Contribute to development of differentiated forecasting features or tools for the company and clients. - Partner with GTM teams on pricing strategy and proposals. - Stand up the systems, tooling, and frameworks the Strategic Finance team needs to influence the business, including automation, reporting, and operational rhythms. - Partner closely with the FP&A team to ensure near-term budgets and forecasts are tightly aligned with long-term forecasting. Qualifications - 8+ years of experience in strategic finance, investment banking, private equity, strategy & operations, FP&A, or related finance roles with operational experience at a fast-paced, scaling company. - Experience with subscription business models, including an understanding of ARR, revenue, retention, and unit economics. - Experience partnering with Sales, Marketing, RevOps, Customer Success, and R&D teams, with a track record of influencing decisions through insight. - Exceptionally strong analytical and financial modeling skills, with the ability to build models from scratch in a high growth, operationally complex environment. - Ability to translate data and analysis into clear narratives for executives, and comfort presenting to senior leadership and board-level stakeholders. - Strong communication skills and executive presence, with the judgment to challenge assumptions while maintaining strong relationships. - High level of ownership, curiosity, and urgency, with the ability to operate independently and navigate ambiguity. - Bachelor’s degree required. - Healthcare or health tech experience is a plus. Benefits - Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance - Flexible Spending Benefits - 401(k) Retirement Savings Program - Short-term and long-term disability - Discretionary Paid Time Off - Paid Company Holidays - Wellness Benefits - Commuter Benefits - Paid Parental Leave benefits - Employee Assistance Program (EAP) - Well-stocked kitchen in office locations - Professional development and training opportunities

• Define key performance indicators (KPIs) and metrics for enterprise events, tracking performance and reporting on ROI. • Innovate new event initiatives to elevate SmithRx's presence at industry events and through our owned programs, ensuring we stand out in a crowded market. • Manage the end-to-end event budget, ensuring programs are delivered on-time and on-budget with a focus on maximizing impact. • Lead the planning and execution of our small to medium sized business event portfolios, including industry sponsorships, dinners, experiences, and regional field events. • Oversee all event logistics, including venue sourcing, vendor negotiation and management, swag and collateral production, shipping, and on-site execution. • Collaborate with the broader marketing team to create compelling pre-event promotion, at-event engagement, and post-event follow-up campaigns that convert leads into opportunities. • Enable our sales team for success at events, providing clear pre-event briefings, managing on-site schedules, and ensuring a seamless lead handoff process.

• Act as a designated support resource for assigned Account Managers • Complete reporting and data requirements based on client and team needs • Responsible for troubleshooting escalated items related to claims, eligibility, and general account maintenance • Responsible for completing data audit requests • Support ad-hoc projects assigned by leaders • Collaborate with cross-functional internal teams for client issue resolution • Engage to creatively and appropriately find solutions to client and team needs • Meet established cross-functional OLA's

• Full-Stack Development: Focus on our back-end and front-end codebase to develop and maintain SmithRx product features using Golang, GraphQL, SQL, React, JavaScript/TypeScript, Node, and Java. • Bridge the Stochastic/Deterministic Gap: Architect and implement robust "safety rails" surrounding LLMs by developing deterministic software that manages, validates, and encapsulates the stochastic nature of AI models, ensuring the high-precision accuracy required for healthcare data. • Implement Context-aware systems: Help design and build retrieval-augmented generation (RAG) pipelines and stateful orchestration logic to integrate data sources with LLMs, enabling development of complex, multi-step agentic workflows. • Collaborate: Work with technical leads to understand functional and technical requirements to produce high-quality, scalable software. • Learn and Apply Best Practices: Study and apply software development best practices, design patterns, and modern tools across every project. • Extend the Platform: Leverage frameworks such as GraphQL, React, and GORM to expand the capabilities of our platform. • Cloud Infrastructure: Learn to effectively use AWS technologies at production scale, including Lambda and Fargate, to handle various job types and batch processing. • Quality Assurance: Ensure code is fully tested end-to-end, maintains high code coverage, and that all features are thoroughly documented. • Production Support: Quickly learn to troubleshoot production issues by performing triage, assessing impact, executing mitigation plans, and performing root cause analysis to prevent recurrence. • Culture of Learning: Contribute to a collaborative culture through code reviews and the exploration of new technologies. • AI Innovation: Actively seek out and share new AI tools and technologies to improve software delivery speed and quality.

• Own the development, maintenance, and execution of forward-looking drug spend forecasting models. • Quantify the impact of macro-market shifts in collaboration with Pricing team. • Partner with the Clinical Strategy team to translate upcoming pharmacy market events into quantitative financial models. • Evaluate customer level trends, to identify key drivers and inform future expectations at the overall spend levels. • Translate highly complex actuarial and analytical findings into clear, compelling narratives for executive leadership, consultants, and sophisticated employer groups. • Direct the creation of external trend reports showcasing the Smith’s market expectations and cost-containment efficacy. • Work with the Data Analytics team to build out model(s) for deeply understanding drug spend forecasts, and build reports to maximally automate the process of spend forecasting given customer specific trends. • Actively participate in customer level assessment for ongoing retention activity • Work closely with Sales and Proposals teams to craft offers to pharmacy consultants, brokers, and clients which properly reflect SmithRx’s value. • Engage pharmacy consultants and brokers to educate the market about SmithRx’s market trend expectations and how Smith manages to optimize client outcomes against trend. • Various other ad hoc strategic projects aimed supporting SmithRx growth initiatives

Role Description As a Benefits Quality Assurance Analyst, you will be responsible for overseeing the core operations, processes, and quality standards of the benefits plan build and maintenance to ensure the delivery of a high quality SmithRx product. What will you do: - Communicate project status and escalate issues for improved workflow efficiency - Collaborate with engineers on system enhancements to create workflow automation - Become subject matter expert on department standards and processes - Enhance test plans to ensure application functionality meets original requirements - Support business application systems and maintain plan data integrity - Maintain and capture department metrics, identify areas of opportunity for process improvement, and develop quality acceptance standards - Identify quality improvement opportunities and present to Manager/Team Leaders for consideration and approval - Develop and deploy daily audits to assess the quality and accuracy of the Benefit Configuration Specialists/Analysts work products - Ensure the quality and accurate analysis of benefit plan designs throughout their lifecycle, from pre-implementation to post-implementation in pharmacy or medical settings Qualifications - Bachelors degree or equivalent work experience in healthcare and/or PBM required - 4+ years of experience as a Pharmacy QA Analyst preferred - Comprehensive knowledge of benefits administration, benefits configuration, eligibility requirements, benefit provisions, and enrollment protocols required - Robust analytical skills; advanced skills in Microsoft Excel - Strong communication skills via face-to-face meetings, conference calls and written correspondence - Self-starter mentality: ability to make informed decisions, find creative approaches to difficult challenges, and deliver on commitments - Execution-focused ethos - you are a solutions-oriented problem solver and efficiency driven - Flexible, adaptable, and able to respond under the pressure of a fast-paced technology company Benefits - Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance - Flexible Spending Benefits - 401(k) Retirement Savings Program - Short-term and long-term disability - Discretionary Paid Time Off - 12 Paid Holidays - Wellness Benefits - Commuter Benefits - Paid Parental Leave benefits - Employee Assistance Program (EAP) - Well-stocked kitchen in office locations - Professional development and training opportunities

• Design, build, and refine complex pricing models in SQL and Looker to automate and enhance the accuracy of client savings projections. • Translate business requirements from stakeholders into technical specifications for the development and validation of our Enterprise Data Warehouse (EDW) in collaboration with the Data Analytics and Engineering groups. • Coordinate directly with Data and Engineering teams to ensure pricing logic is aligned with broader company data architecture and product roadmaps. • Contribute to the evolution of the Pricing Analytics codebase, adhering to best practices for development, rigorous audit protocols, and code reviews to ensure "client-ready" accuracy across all automated tools. • Maintain a transparent project roadmap for pricing tool enhancements and create detailed technical documentation for all pipelines and internal logic. • Provide "Tier 3" technical support to the Submission Pod, stepping in for highly complex ad-hoc analyses or during peak volume periods to ensure queue stability. • Execute deep-dive analyses and investigations into large datasets and provide clear insights on findings. • Communicate clearly with internal stakeholders and external partners through email, Slack, phone, video call, and Jira. • Develop a complete understanding of reporting needs and work cross-functionally to scope projects and develop self-service BI reporting and automation whenever relevant. • Continuously analyze and evaluate existing reporting processes, identifying inefficiencies or gaps, and proactively deploying creative solutions to enhance operational effectiveness.

• 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 reprice reporting that allows for assessment and risk management • Assist in preparing Enterprise-grade deliverables for sales that illustrate the company’s value • 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 • Lean in on non-Enterprise RFP pipeline and other related areas when the Enterprise RFP pipeline is low

Role Description We’re expanding our Enterprise Sales team and seeking an Enterprise BDR to generate qualified pipeline with large/enterprise self-funded employers (20,000+ employees), benefits consultants/brokers, and strategic channel partners. You’ll be the front line of our go-to-market motion—researching target accounts, engaging multiple stakeholders, and converting interest into meetings and early-stage engaged prospect accounts for Enterprise Account Executives (AEs). As the founding member of the BDR team you will develop the playbook for our outbound sales motion. This role blends thoughtful outreach, PBM/domain learning, and tight collaboration with Marketing, the Proposals Team, and the Community team. - Own top-of-funnel sales motion for enterprise. - Create the BDR playbook for outbound prospecting. - Source new sales opportunities through outbound outreach and inbound qualification. - Grow top of funnel sales through warm and outbound prospecting campaigns. - Qualify with rigor: Run discovery to uncover current PBM challenges, member pain points, renewal timelines, and decision criteria; set high-quality meetings for AEs. - Personalized outreach at scale: Partner with marketing & Sales VPs to craft & execute outreach sequences, call talk tracks, and value-led messaging that map SmithRx’s transparent, pass-through PBM model to personalized buyer pain points. - Research companies and add prospects to our outbound lists. - Funnel/Pipeline hygiene & forecasting: Maintain meticulous CRM notes, activity logging, lead source attribution, conversion metrics, and next steps to provide visibility to the Go-To-Market team. Qualifications - 3-4 years in BDR/SDR or inside sales roles; enterprise healthcare or employer benefits experience is a plus (PBM, health plan, care navigation, digital health). - Proven performance against pipeline targets in complex, multi-stakeholder sales cycles. - Excellent listening, research, and communications (verbal/written) skills; comfortable speaking with HR/Benefits leaders, CFO/Finance, and consultants. - CRM and sequencing fluency (Salesforce, Outreach/Salesloft), plus data tools (ZoomInfo, Apollo, LinkedIn Sales Navigator). - A builder’s mindset—experimenting, measuring, and iterating on outreach plays. Requirements - Experience selling into benefits consultants/brokers (bonus). - Familiarity with PBM mechanics (rebates, formularies, pass-through vs spread pricing) and employer plan design (bonus). - History of success in a high-growth, mission-driven health tech company (bonus). Benefits - Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance. - Flexible Spending Benefits. - 401(k) Retirement Savings Program. - Short-term and long-term disability. - Discretionary Paid Time Off. - Paid Company Holidays. - Wellness Benefits. - Commuter Benefits. - Paid Parental Leave benefits. - Employee Assistance Program (EAP). - Well-stocked kitchen in office locations. - Professional development and training opportunities.

• Own the end-to-end process of extracting and compiling member lists from multiple internal data sources — eligibility systems, pharmacy data, client records, and more — for use across email, SMS, and print communications. Your primary workspace is Snowflake, querying across the data models maintained by our Data Engineering and Analytics teams. • Define and enforce data quality standards across all member lists before they enter the delivery pipeline. Build and maintain automated checks that surface anomalies — duplicate records, missing fields, invalid formats, eligibility mismatches — before a single message is triggered. • Handle Protected Health Information with the rigor and discipline it demands. Own suppression list logic, ensuring members who have opted out, are ineligible, or fall under regulatory exclusions are accurately reflected across all lists at all times. Treat opt-out, preference, and PHI data as the highest-priority data in the pipeline. • Work hand-in-hand with the Marketing Operations Manager to ensure lists are formatted, mapped, and structured exactly to the schema required by communication platforms. Maintain an active working relationship with the centralized Data team — contributing to shared data models and quality standards, staying aligned on upstream changes, and advocating for member communications data needs at the infrastructure level.