Vatica Health

• Achievement of defined business segment bookings, revenue, and margin targets. • Development and execution of a business plan and sales strategies that aligns with the overall business strategy. • Develop and grow key customer relationships with target accounts. • Maintain a high level of product and market knowledge. • Participate in cross functional teams that support all customer-facing roles within the assigned territory. • Broker and negotiate complex contracts in large national and regional payer accounts. • Drive direct client sales focused on net new logos as an expert prospector, routinely establishing contacts, gaining referrals and booking appointments with target accounts. • Sell to senior leaders and C-level executives at National and Regional Health Plans. • Manage and prepare sales support for key prospect meetings (both onsite and via telephone). • Full accountability for pursuing and completing RFI/RFPs. • Contract review and management (MSA, SOW, SLAs). • Provide meeting and trade show support as required, including scheduling required executive meetings at and attend key industry trade events (e.g., AHIP, RISE, Risk Adjustment Summits, Blues Summit).

• Achievement of defined business segment bookings, revenue, and margin targets. • Development and execution of a business plan and sales strategies that aligns with the overall business strategy. • Develop and grow key customer relationships with target accounts. • Maintain a high level of product and market knowledge. • Participate in cross functional teams that support all customer-facing roles within the assigned territory. • Broker and negotiate complex contracts in large national and regional payer accounts. • Drive direct client sales focused on net new logos as an expert prospector, routinely establishing contacts, gaining referrals and booking appointments with target accounts. • Sell to senior leaders and C-level executives at National and Regional Health Plans. • Manage and prepare sales support for key prospect meetings (both onsite and via telephone). • Full accountability for pursuing and completing RFI/RFPs. • Contract review and management (MSA, SOW, SLAs). • Provide meeting and trade show support as required, including scheduling required executive meetings at and attend key industry trade events (e.g., AHIP, RISE, Risk Adjustment Summits, Blues Summit).

Role Description The Sales Director – Health Plans will report directly to the Chief Growth Officer and be responsible for driving new business growth across the Southeast territory. This role will lead strategic sales efforts for Vatica Health and Cozeva's Risk Adjustment, Quality, and population health platform solutions, developing and expanding relationships with health plans and other key stakeholders. The Sales Director will own a designated territory, execute territory growth strategies, exceed revenue targets, and collaborate cross-functionally to deliver exceptional client outcomes. The ideal candidate has at least 5 years of successful healthcare sales experience, preferably selling to health plans, along with a proven track record of consistently exceeding quota and building executive-level relationships. - Achievement of defined business segment bookings, revenue, and margin targets. - Development and execution of a business plan and sales strategies that align with the overall business strategy. - Develop and grow key customer relationships with target accounts. - Maintain a high level of product and market knowledge. - Participate in cross-functional teams that support all customer-facing roles within the assigned territory. - Broker and negotiate complex contracts in large national and regional payer accounts. - Drive direct client sales focused on net new logos as an expert prospector, routinely establishing contacts, gaining referrals, and booking appointments with target accounts. - Sell to senior leaders and C-level executives at National and Regional Health Plans. - Manage and prepare sales support for key prospect meetings (both onsite and via telephone). - Full accountability for pursuing and completing RFI/RFPs. - Contract review and management (MSA, SOW, SLAs). - Provide meeting and trade show support as required, including scheduling required executive meetings and attending key industry trade events (e.g., AHIP, RISE, Risk Adjustment Summits, Blues Summit). Qualifications - Minimum of 5 years of senior level sales experience in Health Plans required. - Proven history of building strategic relationships, selling and closing complex deals within the Health Plan/Payer market. - Demonstrated success leading sales strategy and revenue growth within value-based care, with deep expertise in quality, risk adjustment, and related care delivery funding models. - Bachelor’s degree required; advanced degree preferred. - Experience selling within complex environments required. - Strong analytical, creative problem-solving, and presentation skills. - Strong communication skills, both written and verbal. - High degree of personal organization, time management, and ability to multi-task. - Must be comfortable working in a fast-paced, high-demanding environment. - Ability to travel 50-75%. Competencies - Drives Results, Vision, and Purpose - Plans and Aligns, Resourcefulness - Communicates Effectively - Instills Trust, Demonstrates Self-awareness & Interpersonal Savvy - Strategic Mindset - Situational Adaptability & Flexibility 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. Salary Information The base salary range for this role is $135,000 to $150,000, with an estimated total compensation ranging from $300,000 to $325,000 (annualized USD).

Role Description The Director of Customer Success is accountable for the overall success, retention, expansion, and executive alignment of Vatica + Cozeva’s most strategic and complex client relationships. This role operates as a senior leader and trusted executive advisor, owning multi-product engagements across risk adjustment, quality, analytics, and clinical programs. The Director leads high-performing client success and engagement teams, drives measurable client outcomes, influences product and operational strategy, and ensures Vatica + Cozeva are positioned as indispensable partners in advancing value-based care. This role requires deep experience in healthcare transformation, payer–provider collaboration, and large-scale program execution, with the ability to operate credibly at the C-suite level while driving operational excellence through teams. Qualifications - 10+ years of progressive experience in healthcare, healthcare technology, or healthcare consulting, with significant time in client-facing leadership roles. - 3-5 years of strong experience leading cross-functional, matrixed teams and developing high-performing talent. - Demonstrated success leading large, complex healthcare client relationships, preferably involving Health Plans, IPAs, MSOs, ACOs, or large provider networks. - Must have a deep knowledge of value-based care, including: - Risk Adjustment (e.g., CMS-HCC, HHS-ACA) - Quality programs (e.g., HEDIS, Stars, MSSP/ACO) - Proven ability to operate at the executive and C-suite level, influencing strategy and navigating complex stakeholder environments. - Exceptional analytical, communication, and executive presentation skills, including advanced PowerPoint storytelling. Requirements - Own executive-level relationships for a portfolio of large, complex, and strategic clients, serving as the primary point of accountability for overall partnership health, value realization, and growth. - Act as a trusted advisor to senior client leadership, deeply understanding client strategy, regulatory pressures, financial goals, and operational constraints. - Lead and facilitate joint client–Vatica executive governance forums, ensuring alignment on long-term strategy, priorities, performance, and escalation management. - Proactively identify risks, opportunities, and emerging client needs; drive resolution and innovation before issues escalate. - Ensure clients achieve measurable outcomes across risk adjustment, quality, and value-based care performance, tied to contractual commitments and client success metrics. - Oversee development and delivery of executive business reviews (QBRs) that clearly articulate value, performance trends, ROI, and future opportunity. - Identify, shape, and close expansion opportunities, including cross-sell and upsell of Vatica + Cozeva capabilities, in partnership with Sales and Product. - Serve as the voice of the client internally, influencing product roadmap, service design, and operational priorities based on aggregated client insights. - Lead, mentor, and develop client success team, building a strong bench of talent capable of managing complex healthcare accounts. - Set clear expectations, success metrics, and operating rhythms for client success teams, ensuring consistency, accountability, and scalability. - Lead through influence in a highly matrixed environment, coordinating across Product, Engineering, Clinical, Operations, Sales, and external partners. - Contribute to the design and continuous improvement of client success, onboarding, and engagement best practices across the organization. - Provide executive oversight for onboarding, implementation, and ongoing delivery of complex, multi-year client programs. - Ensure rigorous tracking of client performance metrics, adoption, financial impact, and risk indicators. - Guide teams in translating data and analytics into clear insights and actionable recommendations for clients. - Maintain a strong understanding of regulatory submission processes, payer requirements, and operational workflows to support timely, compliant execution. 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.

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 may also be accountable for project management support of existing accounts or implementation management of new accounts or expansions within current accounts. 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.

• 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.