Vatica Health

• Develop strong, strategic relationships with Cozeva and Vatica customers, actively seeking the "why" behind our customers' asks to ensure we understand and address their challenges to meet their goals, and then support their progressive achievement of those goals • Dig into customer performance and adoption data and customer health metrics, proactively identifying and addressing potential issues or risks to either customer business outcomes or the Cozeva and Vatica Customer relationship • Conduct regular check-ins, recurring business reviews, and satisfaction surveys to evaluate customer success, platform satisfaction, and general contract health • Identify opportunities for upselling or cross-selling additional products and services that align with customers’ current or emerging business needs • Gather and share customer feedback with product management and development teams to influence the product roadmap, connecting the dots across needs that are shared across customers and best practices that have led to positive customer outcomes • Collaborate with marketing and sales teams to create customer success stories, testimonials, and case studies • Drive projects to timely completion by acting as a liaison between the customer and Cozeva and Vatica program managers for regulatory submission processes • Keep up-to-date with knowledge of the healthcare industry and product enhancements; Serve as subject matter experts on workflow to ensure customers experience maximum value on our platform • Work collaboratively with the rest of the CSM team as well as other internal teams to host Office Hours, Webinars, and Trainings as needed

Role Description The Sr. Customer Success Manager serves as trusted advisors for key customers, ensuring they maximize the value of Cozeva & Vatica solutions. As a Sr. Customer Success Manager, you will be responsible for deeply understanding your customers’ business goals, driving adoption, and ensuring measurable success. Your ability to analyze data, problem-solve, and connect product capabilities to customer needs will be critical to retention, engagement, and expansion opportunities. - Develop strong, strategic relationships with Cozeva and Vatica customers, actively seeking the "why" behind our customers' asks to ensure we understand and address their challenges to meet their goals, and then support their progressive achievement of those goals. - Dig into customer performance and adoption data and customer health metrics, proactively identifying and addressing potential issues or risks to either customer business outcomes or the Cozeva and Vatica Customer relationship. - Conduct regular check-ins, recurring business reviews, and satisfaction surveys to evaluate customer success, platform satisfaction, and general contract health. - Identify opportunities for upselling or cross-selling additional products and services that align with customers’ current or emerging business needs. - Gather and share customer feedback with product management and development teams to influence the product roadmap, connecting the dots across needs that are shared across customers and best practices that have led to positive customer outcomes. - Collaborate with marketing and sales teams to create customer success stories, testimonials, and case studies. - Drive projects to timely completion by acting as a liaison between the customer and Cozeva and Vatica program managers for regulatory submission processes. - Keep up-to-date with knowledge of the healthcare industry and product enhancements; Serve as subject matter experts on workflow to ensure customers experience maximum value on our platform. - Work collaboratively with the rest of the CSM team as well as other internal teams to host Office Hours, Webinars, and Trainings as needed. Qualifications - Minimum requirement: BA/BS in a relevant discipline. MPH, MHA, MHSA, MBA or equivalent graduate degree, and direct industry experience preferred. - 7+ years in healthcare administration or healthcare technology/SaaS required. - Experience working with Health Plans, Independent Physician Associations (IPAs), and Management Service Organizations (MSOs) required. - Experience in customer success, account management, or a related role is a plus. - Foundational knowledge and experience in value-based care programs is critically required. - Direct or adjacent experience with Quality programs, such as HEDIS, STAR, QRS, and/or MSSP/ACO. - Direct or adjacent experience with Risk Adjustment models such as CMS-HCC, HHS-ACA, and/or UCSD-CDPS. - Passion about learning and solving challenging problems in healthcare operations, regulation and technology space. - Willingness to work as needed with international teams and time zones. Requirements - Builds Effective Teams, Directs Work, & Develops Talent. - Plans and Aligns, Resourcefulness. - Strategic Mindset. - Decision Quality. - Balances Stakeholders & Manages Conflict. - Drives Results, Vision, and Purpose. Benefits - Competitive salary based on your experience and skills – we believe the top talent deserves the top dollar. - Bonus Potential (based on role and is discretionary) – if you go above and beyond, you should be rewarded. - 401k plans – we want to empower you to prepare for your future. - Room for growth and advancement – we love our employees and want to develop within. - Comprehensive Medical, Dental, and Vision insurance plans. - Tax-free Dependent Care Account. - Life insurance, short-term, and long-term disability. - Excellent PTO policy (everyone deserves a vacation now and then). - Great work-life balance environment – We believe family comes first! - Strong supportive teams – There is always a helping hand when you need it.

• The VP, Portfolio Strategy & Operations is the operational extension of the EVP of Solutions • Owns the full operational spine of the Solutions team: the operating rhythm, the 2028 thesis tracker, growth bet milestone tracking, and portfolio governance discipline • Design and operate the Solutions team operating cadence, metrics tracking, and leadership review rhythm • Own design, configuration and ongoing maintenance of tooling to support intake, initiative and metrics tracking, and portfolio management • Maintain consistency and documentation of the cross-portfolio ICP framework • Own the growth bet registry: track designated growth bets across the portfolio against milestone commitments, resourcing assumptions, and exit or graduation criteria • Steward the solution catalog - maintain completeness, lifecycle classification, ICP-to-solution mapping, and packaging alignment • Synthesize and maintain the cross-portfolio market strategy • Surface market intelligence to portfolio decisions • Manage quarterly stage-gate reviews for solutions in Incubate, Standard, and Sunset phases • Track solution lifecycle stage and surface stage transition recommendations • Structure portfolio reviews to surface decisions for the EVP of Solutions; track kill list execution and stage-gate decision quality • Own the intake process for new solution requests from various departments • Run the prioritization process in coordination with VP SOs; document and communicate decisions back to requesters

• Collaborate with C-Suite leadership, doctors, staff and key external stakeholders to maintain and cultivate relationships. • Develop strategic, comprehensive, provider-specific plans to advance risk adjustment and quality performance, participation and provider satisfaction. • Proactive identification of performance improvement opportunities through analysis and discussion with subject matter experts; influence provider behavior to achieve key performance metrics. • Develop effective improvement plans for practices that are not meeting performance goals. • Improve the rate of active participation among all contracted practices, at the individual provider level. • Contribute to the achievement of 99%+ provider retention year-over-year. • Follow standard protocols and leverage Job Aids, workflows, and other tools to ensure providers’ questions and concerns are addressed in a timely manner. • Contribute to the achievement of 99%+ provider e-signature on Vatica encounters within client specific Lock parameters. • Leverage technology, and best practices, to deliver provider-centric service. • Receive, assess, and research all questions, concerns and complaints received from contracted practices. Work cross functionally to research concerns and complaints and achieve “win-win” results for practices, clients and Vatica. • Immediately seek assistance and guidance from leadership, or other supervisory staff, to resolve escalated and complex provider service issues and complaints. • Fully document all interactions, and communications, with practices in Salesforce (and other tools, as appropriate). • Drive incremental improvements in provider satisfaction scores (measured by NPS or other methods) year-over-year, in accordance with corporate OKRs. • Support interdepartmental projects. • Contributes to, and executes, all responsibilities assigned to this role.

Role Description The Provider Engagement Manager (PEM I) is an integral role at Vatica, responsible for overall practice success, including but not limited to provider satisfaction, engagement/adoption, and performance management. This role provides critical support to contracted practices in the assigned market. Passion for exceptional customer service and experience developing and maintaining relationships with C-suite, office staff, and providers in primary care practices, large health systems, and physician organizations is required. Through cross-functional collaboration, the PEM I is responsible for improving provider satisfaction, quality, and risk adjustment performance in the Vatica Health program, thus impacting overall patient outcomes. This individual should be very comfortable and confident presenting data-driven insights and metrics on a regular basis. The role of the PEM I is vital to Vatica’s continued success and growth. Please note that travel is expected for this role in your assigned territory. Responsibilities - Collaborate with C-Suite leadership, doctors, staff, and key external stakeholders to maintain and cultivate relationships. - Develop strategic, comprehensive, provider-specific plans to advance risk adjustment and quality performance, participation, and provider satisfaction. - Proactive identification of performance improvement opportunities through analysis and discussion with subject matter experts; influence provider behavior to achieve key performance metrics. - Develop effective improvement plans for practices that are not meeting performance goals. - Improve the rate of active participation among all contracted practices, at the individual provider level. - Contribute to the achievement of 99%+ provider retention year-over-year. - Follow standard protocols and leverage Job Aids, workflows, and other tools to ensure providers’ questions and concerns are addressed in a timely manner. - Contribute to the achievement of 99%+ provider e-signature on Vatica encounters within client-specific Lock parameters. - Leverage technology and best practices to deliver provider-centric service. - Receive, assess, and research all questions, concerns, and complaints received from contracted practices. Work cross-functionally to research concerns and complaints and achieve “win-win” results for practices, clients, and Vatica. - Immediately seek assistance and guidance from leadership or other supervisory staff to resolve escalated and complex provider service issues and complaints. - Fully document all interactions and communications with practices in Salesforce (and other tools, as appropriate). - Drive incremental improvements in provider satisfaction scores (measured by NPS or other methods) year-over-year, in accordance with corporate OKRs. - Support interdepartmental projects. - Contribute to and execute all responsibilities assigned to this role. Qualifications - Minimum of three years of provider account management or liaison/engagement and a Bachelor’s degree; experience at a health system or other healthcare setting. - Ability to actively engage and influence behavior on all levels, i.e., C-Suite, providers, office staff. - Demonstrated proficiency increasing provider engagement. - Excellent customer service and problem-solving skills. - Excellent presentation and communication skills (verbal and written) in both remote and in-person environments. - Keen attention to details; ability to follow verbal and non-verbal cues. - Ability to learn quickly, adapt, and succeed in a fast-paced organization. - Ability to demonstrate a high degree of sound judgment and resiliency. - Ability to work independently in a remote environment. - Comfortable with ambiguity and pivoting to support changing market needs. - Excellent organizational skills with the ability to multi-task. - Up to 25% travel required. Requirements - Strong knowledge/experience in Value Based Care arrangements (Preferred). - Experience working with health systems, provider practices, provider enablers, payers, ACOs, and “payviders” (Preferred). - Proficiency in Microsoft Suite including Excel and data visualization tools such as Power BI (Preferred). - Strong knowledge/experience with Quality, Risk Adjustment, and Medicare HEDIS/Stars Programs (Preferred). - Experience working in a CRM such as Salesforce (Preferred). Benefits - Competitive salary based on your experience and skills. - Bonus Potential (based on role and is discretionary). - 401k plans. - Room for growth and advancement. - Comprehensive Medical, Dental, and Vision insurance plans. - Tax-free Dependent Care Account. - Life insurance, short-term, and long-term disability. - Excellent PTO policy. - Great work-life balance environment. - Strong supportive teams.

Role Description The Customer Success Manager (CSM) is accountable for an assigned portfolio of clients and their engagement processes and solution delivery through all phases of on-boarding and implementation. The CSM serves as a Trusted Advisor to clients by understanding the client’s goals, planning, and controlling delivery, mitigating risks and constraints, and expertly communicating internally and with clients to meet or exceed client requirements. The CSM develops successful client partnerships that result in high client satisfaction, retention, and growth. Through influential leadership in a matrixed environment, the CSM builds and leads diverse high-performing teams across Vatica Health, the client, and vendor partners. The CSM makes significant contributions to client engagement and solution delivery best practices. Responsibilities - Serve as a Trusted Advisor and directly lead or support client relationships, engagement, and implementation delivery. - Identify and develop partnership opportunities with clients; document client requirements, success criteria, and supporting solutions in contract documents. - Develop and execute detailed on-boarding/implementation plans and communication plans including client metrics of success and risk identification and mitigation, in partnership with clients, operational partners, and vendor partners. - Build PowerPoint decks for client presentations (QBR’s, kick-offs, status meetings). - Facilitate joint client-Vatica Health leadership committees to ensure senior leadership alignment, long-term planning and development, strategic and tactical account and implementation review, and effective escalation and issue resolution. - Deliver successful client partnerships that result in high client satisfaction, retention, and growth. - Forecast and track key account metrics (e.g. visit activity, provider adoption, sales stats). - Lead, through influence in a matrixed environment, teams comprised of members from Vatica Health functional groups, the client, and vendor partners. - Deliver and ensure client training on Vatica Health tools, processes, and reports. - Support operational and financial plans and maintain actuals and forecasts. - Serve as the Voice of Client by seeking ad-hoc and formalized feedback to gauge client satisfaction and identify areas for engagement, tool, and solution improvement. - Design and develop best practices in client engagement and implementation to deliver industry-leading client experience. Qualifications - 4+ years in a healthcare client-facing role with progressive experience. - 4+ years leading complex projects. - Healthcare experience required; required experience in Risk Adjustment, Quality of Care. - Strong project performance analysis and strategic PowerPoint deck building skills. - Outstanding customer service skills. - Experience organizing, analyzing, and presenting data. - Strong ability to learn at a fast pace, apply knowledge and be consultative. - Strong computer (including Microsoft Office), grammar, and multi-tasking skills. - Strong attention to detail, time management, and decision-making skills. - Ability to work with significant independence and minimal supervision. - Ability to travel during the week. Benefits - Competitive salary based on your experience and skills – we believe the top talent deserves the top dollar. - Bonus Potential (based on role and is discretionary) – if you go above and beyond, you should be rewarded. - 401k plans – we want to empower you to prepare for your future. - Room for growth and advancement – we love our employees and want to develop within. - Comprehensive Medical, Dental, and Vision insurance plans. - Tax-free Dependent Care Account. - Life insurance, short-term, and long-term disability. - Excellent PTO policy (everyone deserves a vacation now and then). - Great work-life balance environment – We believe family comes first! - Strong supportive teams – There is always a helping hand when you need it.

• Support the HRBP and HR Generalist II in the coordination and execution of core HR programs, including performance management cycles, employee changes, and engagement initiatives • Assist in employee lifecycle processes through documentation, tracking, and follow-up to ensure accuracy and timeliness • Support offboarding processes, including coordination and documentation • Contribute to the execution and continuous improvement of HR processes and programs • Support documentation and tracking of employee relations matters • Assist in preparing case materials, summaries, and follow-ups • Participate in employee relations discussions and meetings as appropriate for development • Maintain strict confidentiality and professionalism when handling sensitive information • Support select stages of the recruiting process, including interview coordination and candidate communications • Participate in interviews and debrief discussions to build understanding of talent assessment • Assist with basic recruiting metrics and reporting • Support responses to employee and manager inquiries in partnership with the HRBP and HR Generalist II • Maintain and update employee data within HR systems • Assist with audits and compliance documentation (e.g., personnel records, I-9 tracking) • Support the HR team in compensation and benefits-related processes as needed • Participate in projects related to compensation, benefits, or total rewards programs as appropriate • Conduct research, data analysis, and process reviews to identify improvement opportunities • Develop recommendations and support implementation of process enhancements • Present findings, insights, and recommendations to HR team members

Role Description The Human Resources Generalist I supports the Human Resources team in the execution of core HR processes and programs, working closely with the HR Business Partner (HRBP) and HR Generalist II. This role contributes to employee lifecycle activities, supports employee relations and HR programs, and builds foundational experience across talent acquisition and total rewards. This role is designed as an entry point into the HR Generalist career path, with opportunities to develop skills in employee relations, manager support, and HR program execution. Responsibilities - Support the HRBP and HR Generalist II in the coordination and execution of core HR programs, including performance management cycles, employee changes, and engagement initiatives. - Assist in employee lifecycle processes through documentation, tracking, and follow-up to ensure accuracy and timeliness. - Support offboarding processes, including coordination and documentation. - Contribute to the execution and continuous improvement of HR processes and programs. - Support documentation and tracking of employee relations matters. - Assist in preparing case materials, summaries, and follow-ups. - Participate in employee relations discussions and meetings as appropriate for development. - Maintain strict confidentiality and professionalism when handling sensitive information. - Support select stages of the recruiting process, including interview coordination and candidate communications. - Participate in interviews and debrief discussions to build understanding of talent assessment. - Assist with basic recruiting metrics and reporting. - Support responses to employee and manager inquiries in partnership with the HRBP and HR Generalist II. - Support consistent communication of HR processes and policies. - Maintain and update employee data within HR systems. - Assist with audits and compliance documentation (e.g., personnel records, I-9 tracking). - Support reporting and data collection efforts. - Support the HR team in compensation and benefits-related processes as needed. - Assist with data collection and reporting to support total rewards activities. - Participate in projects related to compensation, benefits, or total rewards programs as appropriate. - Maintain confidentiality when handling sensitive compensation and benefits information. - Support and contribute to HR projects aligned to employee lifecycle, employee relations, and talent initiatives. - Conduct research, data analysis, and process reviews to identify improvement opportunities. - Develop recommendations and support implementation of process enhancements. - Present findings, insights, and recommendations to HR team members. - Partner with the HRBP and HR Generalist to support priority HR initiatives. Qualifications - 0–2 years of experience in Human Resources or a related field (internships applicable). - Strong interest in pursuing a career in Human Resources. - Strong organizational skills and attention to detail. - Excellent communication and interpersonal skills. - Ability to handle sensitive and confidential information with discretion. - Proficiency in Microsoft Office, particularly Excel. Growth & Development - Exposure to employee relations processes and case management. - Participation in HR programs such as performance management and engagement initiatives. - Insight into talent acquisition and hiring processes. - Experience working with HR systems and data. - Visibility into HR business partnership and organizational dynamics. Competencies - Critical Thinking: Proactively seeks innovative solutions and analyzes information to make informed, well-balanced decisions. - Situational Adaptability & Flexibility: Adapts approach in real-time to respond to different situations. - Nimble Learning: Adopts an active approach to learning, viewing both successes and failures as growth opportunities. - Collaborates: Forges strong partnerships to achieve shared goals, actively engaging with others and valuing diverse perspectives. - Action Oriented: Proactively tackles challenges and seizes opportunities with energy and enthusiasm. - Being Resilient: Demonstrates the ability to recover quickly from setbacks, confidently navigating adversity with a positive, results-driven mindset. Benefits - Competitive salary based on your experience and skills. - Bonus Potential (based on role and is discretionary). - 401k plans. - Comprehensive Medical, Dental, and Vision insurance plans. - Tax-free Dependent Care Account. - Life insurance, short-term, and long-term disability. - Excellent PTO policy. - Great work-life balance environment. - Strong supportive teams.

• Design and develop eLearning modules, job aids, presentations, and other training materials for internal teams and external clients • Build and maintain courses using Articulate Rise and Storyline; convert instructor-led and existing content into scalable digital learning • Translate complex healthcare, operational, and product-related content into clear, learner-friendly training that supports product adoption and user understanding of company solutions • Partner with subject matter experts and stakeholders to assess learning needs, define objectives and requirements, and develop and refine training content and curriculum aligned to role-based skills and business needs • Manage multiple projects and deadlines in a fast-paced environment with shifting priorities • Facilitate live virtual training sessions, including delivery of content and management of Q&A or discussion • Support LMS administration, including course uploads, updates, and maintenance; assist in evaluating training effectiveness

The Instructional Designer is responsible for designing and developing learning solutions for internal teams and external clients. This role supports training related to healthcare technology, business operations, and product adoption.  This is a hands-on role focused on building eLearning and training materials that are clear, practical, and scalable. The Instructional Designer operates in a fast-paced environment, managing multiple projects and adapting to shifting priorities while partnering with stakeholders to deliver effective learning solutions.    Responsibilities  - Design and develop eLearning modules, job aids, presentations, and other training materials for internal teams and external clients  - Build and maintain courses using Articulate Rise and Storyline; convert instructor-led and existing content into scalable digital learning  - Translate complex healthcare, operational, and product-related content into clear, learner-friendly training that supports product adoption and user understanding of company solutions  - Partner with subject matter experts and stakeholders to assess learning needs, define objectives and requirements, and develop and refine training content and curriculum aligned to role-based skills and business needs  - Manage multiple projects and deadlines in a fast-paced environment with shifting priorities  - Facilitate live virtual training sessions, including delivery of content and management of Q&A or discussion  - Support LMS administration, including course uploads, updates, and maintenance; assist in evaluating training effectiveness