Transcarent

• Administer and maintain Salesforce instance, including users, permissions, fields, workflows, and dashboards • Generate weekly reports supporting pipeline generation, deals won / lost, Sales forecasts and a host of one-off requests inbound from cross-functional business units • Build and maintain sales reports, dashboards, and performance metrics. • Serve as primary lead for the Sales Operations team, working closely with the Salesforce engineers to develop new features and functions • Ensure CRM data accuracy, consistency, and completeness at all times (conducting audits and data cleanup) • Provide analytical insight to drive the business to action

• Partner with Product, Engineering, Marketing and Clinical teams to execute and continuously improve Pharmacy Care and Weight Health solution initiatives • Identify and champion operational issues across both solution lines, driving root cause analysis, and implementation of scalable process improvements • Program and project manage teams to effectively initiate, plan, execute, and monitor initiatives that drive operational excellence and improve the member experience • Actively communicate with solution sponsors, vendor partners and internal stakeholders to align priorities and ensure execution against key milestones • Develop presentations, reporting and materials that communicate solution performance, operational metrics and strategic recommendations to stakeholders and leadership • Collaborate with cross-functional partners to build scalable operational frameworks, improve process efficiency, and ensure consistent delivery of high-quality workflows and processes

Role Description The Sr. Project Manager (Contract) will serve as a critical partner in advancing Transcarent’s Care Delivery strategic initiatives through strong project leadership, cross-functional execution, and disciplined delivery governance. This role will support the planning and implementation of complex clinical, operational, and technology-enabled initiatives that enable scalable, high-quality care delivery and measurable business outcomes. You will partner closely with Care Delivery leaders, clinicians, operations teams, Product, Technology, Analytics, and other cross-functional stakeholders to drive projects from intake and planning through execution, launch, and post-launch measurement. This role requires a blend of strategic thinking, strong operational discipline, stakeholder management, and hands-on delivery in a fast-paced, evolving digital health environment. What You’ll Do - Project Planning & Execution - Lead complex, cross-functional projects and workstreams from initiation through implementation and post-launch stabilization. - Develop and maintain project plans, timelines, milestones, RAID logs, decision logs, and status reporting. - Translate strategic priorities into clear project scope, objectives, deliverables, timelines, and success measures. - Drive project execution by managing dependencies, risks, issues, decisions, and action items across multiple stakeholder groups. - Ensure project teams remain aligned on scope, timing, priorities, and expected outcomes. - Proactively identify barriers to delivery and escalate risks or decisions with clear options and recommendations. - Support launch readiness, implementation planning, operational handoffs, and post-launch follow-up. - Cross-Functional Leadership & Stakeholder Management - Partner with clinical, operations, product, technology, analytics, client success, and leadership teams to drive alignment and execution. - Facilitate project kickoff meetings, status meetings, planning sessions, working groups, and leadership updates. - Act as a trusted advisor to Care Delivery leaders by bringing structure, clarity, and accountability to complex initiatives. - Build strong relationships across teams and influence outcomes without direct authority. - Support structured decision-making by clearly documenting options, tradeoffs, risks, and recommendations. - Ensure stakeholders are informed, engaged, and accountable throughout the project lifecycle. - Project Governance & Delivery Quality - Support the continued development and standardization of project management processes for the Care Delivery team. - Ensure projects follow consistent intake, planning, execution, status reporting, launch readiness, and closure practices. - Track project health and provide accurate, objective status updates using defined green/yellow/red criteria via the bi-weekly status report-out. - Partner with stakeholders to define success criteria and track progress against key metrics throughout the project lifecycle. - Identify opportunities to improve project delivery, team efficiency, communication, and execution quality. - Promote a culture of accountability, urgency, transparency, and continuous improvement. Qualifications - Bachelor’s degree required. - 5+ years of project management experience. - 3+ years of experience in healthcare, digital health, clinical operations, insurance, or a related healthcare setting. - Demonstrated ability to manage complex, cross-functional projects in a fast-moving, evolving environment. - Strong project planning, execution, risk management, and stakeholder management skills. - Proven ability to manage multiple priorities, competing deadlines, and complex dependencies. - Excellent written and verbal communication skills, including the ability to present clear updates to leadership and diverse stakeholder groups. - Experience facilitating meetings, planning sessions, working groups, or executive-level project updates. - Strong problem-solving skills with the ability to bring structure and clarity to ambiguous situations. - Commitment to deadlines with a strong sense of urgency and ownership. - Ability to influence without authority and drive accountability across cross-functional teams. Requirements - Experience supporting virtual care, care coordination, clinical operations, health advocacy, or member-facing healthcare programs. - PMP, CAPM, Agile, Scrum, or similar project management certification. - Experience with project governance, portfolio management, roadmap tracking, or PMO processes. - Experience with tools such as Smartsheet, Monday.com, Asana, Jira, Confluence, Miro, Lucid, or Visio. - Familiarity with healthcare technology platforms such as EHRs, CRMs, care management systems, or member engagement platforms. - Experience supporting technology-enabled operational change, workflow redesign, or implementation of new care delivery models. - Experience with reporting tools such as Tableau, Power BI, Looker, or similar analytics platforms. Benefits - Competitive medical, dental, and vision coverage. - Competitive 401(k) Plan with a generous company match. - Flexible Time Off/Paid Time Off, 13 paid holidays. - Protection Plans including Life Insurance, Disability Insurance, and Supplemental Insurance. - Mental Health and Wellness benefits.

• Support the Client Success Executive as the primary point of contact for an assigned portfolio of strategic and enterprise 2nd.MD clients • Assist with strategic business reviews, quarterly health checks, and annual renewal discussions with HR leaders and key stakeholders • Monitor client communications and flag potential risks, concerns, or opportunities to the Client Success Executive • Maintain positive relationships with key decision makers, HR leaders, benefits administrators, and health plan partners • Assist with coordination of relationships between clients, health plans, insurance carriers, and strategic partnership organizations • Support program implementation and communication across client organizations and their health plan partners • Help facilitate meetings and ensure proper documentation and follow-up activities • Support client retention activities and assist with renewal preparation and documentation • Help identify potential growth opportunities and communicate findings to the Client Success Executive • Assist with developing client success plans and tracking progress against established goals • Provide administrative support for expansion discussions and coordinate with Client Success Executive as needed • Monitor and analyze client program performance with assistance from Client Success Executive, tracking utilization rates, member satisfaction, clinical outcomes, and ROI metrics • Prepare standard reports and summaries to help demonstrate program value to clients and health plan partners • Support implementation coordination of new services, features, or program enhancements • Assist with cross-functional coordination and help manage project timelines and deliverables • Serve as a knowledgeable resource on 2nd.MD services, helping clients navigate available programs and resources • Support client communications including meeting preparation, documentation, and follow-up activities • Assist with preparing materials and presentations for client meetings and strategic planning sessions • Help gather client feedback and communicate insights to appropriate internal teams • Monitor and track client engagement activities including marketing campaigns, communication initiatives, and member outreach programs • Coordinate with marketing teams to ensure proper tracking of engagement opt-ins. • Support execution of client-specific engagement strategies and marketing materials • Assist with election tracking of health fairs and on-site events. (Some travel may be required in attending on-site events.) • Maintain accurate records of engagement activities, marketing touchpoints, and election outcomes • Handle routine client inquiries and coordinate escalated issues with the Client Success Executive • Provide administrative support including meeting coordination, documentation, and project tracking • Assist with process improvements and help maintain best practices for client relationship management • Support special projects and initiatives as assigned by the Client Success Executive and leadership team

• Build and own day-to-day health plan relationships to proactively manage product delivery and service expectations. • Partner with Transcarent teams to represent the voice of the Health Plan and ensure we are delivering on our strategic partnership requirements, as well as member and group satisfaction with Transcarent services. • Responsible for, along with the Sr, Director, overall, Health Plan Partnership and end group performance, using influence and action to drive results. Strive for 100% partnership and group retention. • Support Sr. Director, to develop an Annual Strategic Account Plan and successfully execute for each assigned partnership. • Support Sr. Director in ensuring key stakeholders across our organization have accountability for, and visibility into, Transcarent’s results against key metrics and priorities; ensure they have a solid understanding of overall ROI. • Partner with Transcarent’s Health Plan Partnership Optimization leader to identify and drive internal cross-functional initiatives that result in improved service delivery, partnership and member outcomes. • Manage Health Plan partnership reporting delivery and ongoing reporting deliverables. • Deliver Health Plan performance reports on time with suggestions or insights on trends, opportunities, and values being created through our strategic partnerships. • Participate in analyzing results or service delivery issues and assisting in identifying the appropriate administrative solution. • Partner with Activation and Implementation teams on new partnership onboarding and training on Transcarent’s processes such as reporting and ZenDesk (ticketing platform). • Partner with Health Plan Optimization Leader to influence Operations to address areas of opportunity, drive process innovation and improvement to meet/exceed partnership objectives and maintain contract adherence. • In partnership with Sr. Director and Health Plan Optimization lead, support cross-functional teams when managing partnership opportunities. Provide support in managing all partnership focused activities to completion across the organization (Product, BI/Reporting, Operational Meetings, Member Engagement, Clinical, Marketing, etc.). • Plan and execute external status meetings (including agenda development, cross-functional facilitation, and meeting action item follow-up) that are productive and result in moving open items forward to closure in a timely manner. • Provide partnership support on meeting preparation including logistics, agenda development, meeting notes and follow-up. When appropriate, execute on these items completely and independently. • Partner with Customer Support team to understand and respond to customer escalated issues, customer specific and business-wide trends.

• Provide physician leadership for population health priorities, with a focus on high-risk and high-cost populations across lines of business. • Ensure the clinical appropriateness of risk stratification and intervention approaches, informing where and how resources are deployed. • Guide clinical priorities that improve outcomes, experience, and value across targeted populations, aligned to client and contractual goals. • Provide physician oversight for high-cost claimants and stop-loss reporting where required for contractual, audit, or customer needs. • Ensure clinical validity, accuracy, and consistency of external reporting and client deliverables. • Partner with analytics teams to streamline and standardize reporting processes, reducing manual physician involvement over time while maintaining clinical integrity. • Serve as the physician escalation point for complex, high-risk, or clinically ambiguous cases where physician input drives meaningful decisions or risk mitigation. • Define and refine criteria for physician involvement so effort is focused on high-impact scenarios rather than broad retrospective review. • Promote standards of practice, quality oversight, and exception-based engagement models that emphasize proactive, value-added physician review. • Identify and eliminate low-value physician work through automation, delegation, and clearer protocols, in partnership with operations and product teams. • Lead the transition from legacy case management support toward a focused, high-impact physician role concentrated on population health, governance, and critical escalations.

• Define and evolve the product vision for how members discover, understand, and use their benefits. • Own the end-to-end product roadmap for member-facing benefits and enrollment features including Member-facing and administrative components • Establish a single source of truth for benefit content and configuration, mapping legacy data and behaviors into a unified model with engineering and fellow PMs. • Translate executive and client commitments into a sequenced plan with explicit tradeoffs, dependencies, and cut lines, and keep that plan real as priorities shift. • Drive accuracy and efficiency in how we gather benefits information from employers, partnering with content management and implementation. • Define and instrument success metrics for benefits from task completion on "find what's covered" to OE error rates and digital ID card usage. • Partner with client implementation, clinical operations, and support leadership so engineering timelines leave room for training, UAT, and change management before launch. • Ship meaningful improvements on a fast, iterative cadence. • Represent benefits in executive and cross-functional forums with crisp narratives, options, and recommendations.

Title: Remote Outreach Specialist Location: US - Remote Job Description: Role overview As an Outreach Specialist, you will play a critical role in driving member engagement and enrollment in the 2nd.MD Program with Transcarent. This is an outbound focused role for someone who is energized by influencing decisions through meaningful conversations. You will proactively connect with eligible members, clearly articulate the value of Transcarent’s 2nd MD Service, overcome hesitation, and motivate action. Success in this role requires strong persuasive communication, resilience, and the ability to consistently perform against defined engagement and enrollment goals while maintaining a positive, professional member experience. This role is ideal for someone with inside sales experience who enjoys dialing, objection handling, and converting interest into action. A Day in the Life - Outbound, cold calling (100+ calls per day) to engage eligible members - Drive member activation and enrollment by confidently positioning the value and benefits of Transcarent and 2nd.MD services - Use consultative selling techniques to understand member needs, address concerns, and overcome objections - Collect relevant health and background information and route members efficiently to the appropriate clinical resources - Build rapport quickly and establish trust to influence member decision-making - Manage follow-up activities to re-engage members and close enrollment opportunities - Accurately document conversations, outcomes, and next steps in internal systems - Maintain an organized pipeline of outreach and follow-up activities - Collaborate with an integrated care team to support timely care coordination - Consistently meet or exceed individual and team performance targets, including engagement and enrollment metrics What We’re Looking For - 2+ years of sales experience required - Proven success in high-volume outbound calling - Available to work the following schedule: Monday – Thursday, 9:00 AM – 6:00 PM CST (7a - 4p PST / 8a - 5p MST / 10a - 7p EST) and Friday, 8:00am - 5:00pm CST - Start Date: June 8th - Experience with cold calling and proactive outreach - Comfort working toward individual performance targets - Strong persuasive and consultative communication skills Job Type: Remote, Full-Time Base Rate: $20.50/hour + uncapped monthly sales incentive bonus Who we are Transcarent is the One Place for Health and Careᵀᴹ, bringing medical, pharmacy, and point solutions together with the WayFindingᵀᴹ experience, the first and only generative AI-powered health and care platform for health consumers. Our WayFinding experience, paired with transparent and consumer-driven pharmacy care, 2nd.MD expert medical opinions, and virtual primary care, works seamlessly with comprehensive Care Experiences – Cancer Care, Surgery Care, and Weight Health – to support people with all of their health needs, simple or serious. More than 1,700 employers and health plans rely on us to provide information, guidance, and care, empowering health consumers with more choice, an experience they love, access to higher-quality care, and lower costs for 21 million Members. At Transcarent, our values guide everything we do: - People First: We prioritize our Members, clients, and each other in every decision - Care: Every decision starts with improving health and care for our Members - Resilience: We push boundaries and take the uncharted path to change an industry - Results: We take ownership, solve with speed, and deliver for our people and each other - Humble and Human: We lead with humility, bring fun to tough moments, and go further together Total Rewards Individual compensation packages are based on a few different factors unique to each candidate, including primary work location and an evaluation of a candidate’s skills, experience, market demands, and internal equity. Salary is just one component of Transcarent's total package. All regular employees are also eligible for the corporate bonus program or a sales incentive (target included in OTE) as well as stock options. Our benefits and perks programs include, but are not limited to: - Competitive medical, dental, and vision coverage - Competitive 401(k) Plan with a generous company match - Flexible Time Off/Paid Time Off, 13 paid holidays - Protection Plans including Life Insurance, Disability Insurance, and Supplemental Insurance - Mental Health and Wellness benefits Transcarent is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you are a person with a disability and require assistance during the application process, please don’t hesitate to reach out!

Title: Senior Accountant Location: US - Remote Job Description: About this role We are looking for a Senior Accountant to join the company’s Corporate Accounting team and support the company’s continued growth. You will assist the team by improving controls and processes to meet our operational and reporting requirements that will help scale and shape our business. You will work closely with senior members of the team on core accounting functions, including preparing journal entries, and supporting the month-end close process. What you’ll do - Responsible for day-to-day management of GL functions, such as leases, equity, capitalized software, and allocations - Prepare journal entries and perform account reconciliations for balance sheet and income statement accounts - Support the month-end close process to ensure timely and accurate financial reporting - Collaborate cross-functionally with internal teams to gather information and resolve accounting-related questions - Help maintain and follow documented accounting policies and procedures - Assist with year-end audit requests and regulatory filings - Support technical accounting research and implementation of new accounting standards - Support ad-hoc projects and process improvements as assigned What we’re looking for - Bachelor’s degree in Accounting, Finance, or a related field - 2–4 years of accounting experience (private industry or public accounting preferred) - Understanding of GAAP and basic accounting principles - Ability to work independently while also collaborating effectively within a team - Strong attention to detail, organizational, and analytical skills - Excellent interpersonal and communication skills - Positive attitude with a willingness to learn and grow - Proficiency in Microsoft Excel Nice to have - Experience in digital healthcare - Experience with NetSuite - Experience streamlining processes As a remote position, the salary range for this role is: $80,000 - $90,000 USD Who we are Transcarent is the One Place for Health and Careᵀᴹ, bringing medical, pharmacy, and point solutions together with the WayFindingᵀᴹ experience, the first and only generative AI-powered health and care platform for health consumers. Our WayFinding experience, paired with transparent and consumer-driven pharmacy care, 2nd.MD expert medical opinions, and virtual primary care, works seamlessly with comprehensive Care Experiences – Cancer Care, Surgery Care, and Weight Health – to support people with all of their health needs, simple or serious. More than 1,700 employers and health plans rely on us to provide information, guidance, and care, empowering health consumers with more choice, an experience they love, access to higher-quality care, and lower costs for 21 million Members. For more information, visit transcarent.com, and follow us on LinkedIn. At Transcarent, our values guide everything we do: - People First: We prioritize our Members, clients, and each other in every decision - Care: Every decision starts with improving health and care for our Members - Resilience: We push boundaries and take the uncharted path to change an industry - Results: We take ownership, solve with speed, and deliver for our people and each other - Humble and Human: We lead with humility, bring fun to tough moments, and go further together Total Rewards Individual compensation packages are based on a few different factors unique to each candidate, including primary work location and an evaluation of a candidate’s skills, experience, market demands, and internal equity. Salary is just one component of Transcarent's total package. All regular employees are also eligible for the corporate bonus program or a sales incentive (target included in OTE) as well as stock options. Our benefits and perks programs include, but are not limited to: - Competitive medical, dental, and vision coverage - Competitive 401(k) Plan with a generous company match - Flexible Time Off/Paid Time Off, 13 paid holidays - Protection Plans including Life Insurance, Disability Insurance, and Supplemental Insurance - Mental Health and Wellness benefits Transcarent is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you are a person with a disability and require assistance during the application process, please don’t hesitate to reach out! Research shows that candidates from underrepresented backgrounds often don’t apply unless they meet 100% of the job criteria. While we have worked to consolidate the minimum qualifications for each role, we aren’t looking for someone who checks each box on a page; we’re looking for active learners and people who care about disrupting the current health and care with their unique experiences.

Role Description As an Outreach Specialist, you will play a critical role in helping members access expert medical opinions through Transcarent’s 2nd.MD program. You’ll connect with eligible members by phone, explain how the program works, answer questions, and guide them through enrollment. This is an outbound calling role for someone who is comfortable working toward goals and enjoys influencing decisions through clear, empathetic conversations. You will proactively reach out to members, communicate the value of Transcarent’s 2nd.MD service and motivate next steps. Success in this role requires strong communication skills and consistency in meeting engagement and enrollment goals while maintaining a positive, professional member experience. A Day in the Life - Make 100+ outbound calls per day to engage eligible members - Drive member activation and enrollment by clearly explaining the benefits of Transcarent and 2nd.MD services - Use consultative conversation skills to understand member needs, address concerns, and overcome objections - Support members through the end-to-end enrollment process, confirming next steps and required information - Collect relevant health and background information and route members efficiently to the appropriate clinical resources - Build rapport quickly and establish trust to support member decision-making across diverse cultural and language needs - Manage follow-up activities to re-engage members and close open enrollment opportunities - Accurately document conversations, language preference, outcomes, and next steps in internal systems - Maintain an organized pipeline of outreach and follow-up activities - Partner closely with an integrated care team to support timely care coordination - Consistently meet or exceed individual and team performance targets, including engagement and enrollment metrics Qualifications - Available to work the following schedule: Monday - Thursday, 9:00 a.m. to 6:00 p.m CST and Friday, 8:00am - 5:00pm CST - Start Date: May 26th - 2+ years of experience in inside sales, member enrollment, or high-volume outreach preferred - Proven success in high-volume outbound calling environments preferred - Experience with cold calling and proactive outreach - Comfort working toward individual performance targets and goals - Strong persuasive and consultative communication skills, with the ability to simplify complex information for members Requirements - Job Type: Full-time, Fully Remote - Compensation: Base rate of $20.50/hour + uncapped monthly incentive bonus based on enrollments Benefits - Competitive medical, dental, and vision coverage - Competitive 401(k) Plan with a generous company match - Flexible Time Off/Paid Time Off, 13 paid holidays - Protection Plans including Life Insurance, Disability Insurance, and Supplemental Insurance - Mental Health and Wellness benefits Company Description Transcarent is the One Place for Health and Careᵀᴹ, bringing medical, pharmacy, and point solutions together with the WayFindingᵀᴹ experience, the first and only generative AI-powered health and care platform for health consumers. Our WayFinding experience, paired with transparent and consumer-driven pharmacy care, 2nd.MD expert medical opinions, and virtual primary care, works seamlessly with comprehensive Care Experiences – Cancer Care, Surgery Care, and Weight Health – to support people with all of their health needs, simple or serious. More than 1,700 employers and health plans rely on us to provide information, guidance, and care, empowering health consumers with more choice, an experience they love, access to higher-quality care, and lower costs for 21 million Members. At Transcarent, our values guide everything we do: - People First: We prioritize our Members, clients, and each other in every decision - Care: Every decision starts with improving health and care for our Members - Resilience: We push boundaries and take the uncharted path to change an industry - Results: We take ownership, solve with speed, and deliver for our people and each other - Humble and Human: We lead with humility, bring fun to tough moments, and go further together