Verato

• Design and execute multi-channel ABM campaigns targeting a select groups of high-value accounts. • In partnership with sales and product marketing, conduct in-depth research on accounts to understand their shared business challenges, key stakeholders, and pain points. • Collaborate across marketing and external vendors to create custom content and assets that speak directly to target accounts. • Plan and manage tradeshows and events activations designed to engage key decision-makers within target accounts. • Own our engagements and maximize our membership organizations as channels to reach our target buyer personas and segments. • Support achieving robust pipeline and revenue goals within our customer base by collaborating across sales, marketing, and customer success. • Track and report on key ABM metrics, including account engagement, pipeline generated, and revenue influenced. Use data to optimize campaigns.

• Lead the implementation of Verato solutions, managing all aspects of technical delivery to ensure customer satisfaction and project success. • Configure and deploy Verato products, ensuring scalability, performance, and alignment with customer requirements. • Develop and execute workflows, including data integration strategies, stewardship processes, and analytics configurations. • Provide advanced expertise in relational and NoSQL databases (e.g., SQL Server, Postgres, MongoDB) and data transformation pipelines. • Leverage Verato’s back-end analytics tools to create dashboards and reports showcasing business KPIs and the value delivered to customers. • Partner with customer teams to align Verato solutions with business goals, providing expert guidance on technical designs and configurations. • Act as the primary technical point of contact for customers, ensuring strong relationships and alignment throughout implementation. • Facilitate design workshops, technical reviews, and solution training sessions to drive customer readiness and adoption. • Enable customers to leverage data insights and analytics, focusing on actionable reporting and measurable business outcomes. • Serve as an escalation point for technical issues during implementation, working closely with internal teams to resolve complex challenges. • Document activities performed and create reusable strategies to support repeatable and efficient customer implementations. • Actively participate in customer and internal process improvement initiatives, providing feedback to improve delivery excellence. • Strategize with leaders across multiple functions to identify workstreams and align them with organizational priorities. • Mentor and train new hires and junior team members, sharing expertise and supporting their professional growth. • Identify customer workarounds and collaborate with Solution Architects to support growth ahead of product roadmap delivery.

• Engage with assigned customers to develop and account strategy that drives customer value realization with purchased products • Identify cross-sell opportunities • Ensure full subscription renewals • Establish executive level relationships with assigned accounts • Organize, facilitate, and create content for regular value based executive business reviews with assigned customers • Facilitate the coordination of internal resources to resolve complex problems • Ensure customers provide feedback through NPS surveys regarding their overall satisfaction • Track high value customer deployments, utilization, net promoter/satisfaction, and other key customer data within CRM • Communicate "voice of the customer" feedback to upper management • Provide regular updates to the Director of Customer Success on account trends and recommended process improvements.

• Develop differentiated positioning and messaging that clearly articulates the value of Verato’s Provider Identity Intelligence solutions. • Translate complex technical capabilities into clear, customer-centric business value for healthcare stakeholders. • Continuously refine messaging based on market trends, customer insights, and competitive dynamics. • Conduct market research on provider data challenges, regulatory changes, and interoperability trends. • Gather and synthesize feedback from customers, prospects, analysts, and win/loss analysis to inform strategy. • Clearly define and communicate competitive differentiation. • Lead go-to-market planning and execution for product launches and releases. • Define target segments, buyer personas, and key use cases (e.g., provider data management, network management, compliance, analytics). • Partner with demand generation to drive pipeline growth through campaigns, content, and events. • Serve as the primary marketing contact for key strategic partners, ensuring alignment and maximizing joint impact. • Equip sales and customer-facing teams with compelling materials (pitch decks, one-pagers, battlecards, ROI tools). • Train teams to confidently articulate product value, differentiation, and use cases. • Support strategic deals with tailored messaging and content to improve win rates. • Develop high-impact content, including whitepapers, blogs, case studies, and webinars. • Partner with internal subject matter experts to establish Verato as a thought leader in provider identity and data intelligence. • Support analyst relations and PR initiatives as needed.

• Generate and manage a territory plan with research to create a credible territory strategy with account research, account initiatives and suppositions of value at the forefront. • Define and refine specific sales strategies per target account. • Apply intellectual curiosity to understand the pain and challenges that our customers face and map those to the Verato value propositions and solutions. • Follow a disciplined sales process to ensure that we have identified the key aspects of securing a deal with the prospective customers (metrics, economic buyer, decision criteria, decision process, implications, champion, compelling event). • Collaborate with other resources and departments that can help paint the picture of how Verato will support the customer’s needs and even the financial narrative of value. • Align with marketing and sales support to execute territory campaigns to generate pipeline opportunities and interest in Verato’s solutions. • Explore your own network, research, knowledge of the territory, and understanding of the territory and target accounts to generate pipeline opportunities. • Precise communication with internal and external resources to ensure details are understood and commits are made/met. • Coordinate with prospective customers and internal resources to complete contracting that results to optimal deals for Verato. • Continue to manage and mature the relationship with the customer, ensuring that they continue to see indisputable value in Verato. • Achieve forecasted revenue goals focused largely on new business while growing existing business. • You will have a precise focus on proactively protecting the privacy and security of all systems while always ensuring you are following documented policies and procedures.

• Marketing Tech Stack Strategy & Implementation – they will not be implementing a CRM • Evaluate, select, and implement a modern marketing technology stack (MAP, CDP, ABM tools, analytics platforms, etc.) • Lead integration efforts across platforms to ensure seamless data flow and campaign execution • Partner with IT and external vendors to ensure security, scalability, and compliance • Process Optimization • Design and document scalable marketing workflows across campaign planning, lead management, and reporting • Establish governance models for data hygiene, segmentation, and attribution • Performance & Analytics • Build dashboards and reporting frameworks to measure marketing effectiveness, ROI, and pipeline contribution • Enable real-time insights for demand generation, customer lifecycle marketing, and sales alignment • Team Enablement & Collaboration • Train and support marketing team members on tools and best practices • Partner with RevOps • Ensure alignment between Marketing and Sales technology, process and reporting so that we optimize investments and outcomes • Budget & Vendor Management • Own the marketing operations budget and vendor relationships • Negotiate contracts and manage renewals for tech platforms and services

• Develop and maintain enterprise-level architecture frameworks that align with customer requirements and Verato’s product strategy. • Conduct deep analysis of customer environments, workflows, and data models to recommend optimal integration and configuration strategies. • Serve as a subject matter expert on identity management, interoperability, and data governance, guiding customers and internal teams through complex technical decisions. • Partner with Product, Engineering, and Customer Success teams to ensure architectural designs are feasible, scalable, and aligned with roadmap priorities. • Act as a trusted advisor to enterprise customers, providing strategic guidance on architecture best practices and future-proofing their identity resolution capabilities. • Evaluate architectural risks and ensure compliance with industry standards, security protocols, and regulatory requirements (HIPAA, HITRUST, etc.). • Analyze system logs and metrics to proactively identify potential issues. Define KPIs for architecture performance and scalability, and collaborate with teams to monitor and optimize system health. • Continue learning the ever-changing healthcare ecosystem, and explore how different customer personas could use Verato’s technology to be successful. • Develop a prioritization framework for case management and project goals while communicating decisions, trade-offs, and priorities to appropriate stakeholders. • Provide guidance and training to internal teams on enterprise architecture principles and best practices.