Visante

• Provide integrated remote support to patients, pharmacists, and providers • Streamline patient intake processes and navigate insurance requirements • Enhance medication access and conduct patient outreach • Reduce the financial burden of high-cost prescriptions • Act as liaison among pharmacies, clinic staff, and insurance providers • Optimize treatment initiation and improve patient satisfaction • Conduct benefits investigations and handle medication authorizations • Manage insurance denials and identify assistance programs • Communicate medication options and financial resources to patients • Ensure timely and accurate documentation in EMR systems • Assist with onboarding and training of client-employed medication access specialists • Collaborate with team members to provide insight and feedback into operations

• Lead the medication intake process, serving as a liaison among clinic providers, clinic staff, pharmacies, and patients • Conduct benefits investigations to determine patient coverage, out-of-pocket costs, and available financial assistance • Identify and recommend patient assistance programs, copay cards, grants, or funds to reduce financial burdens • Gather and review necessary documentation for prior authorization submissions, escalating appeals for coverage denials • Coordinate next steps for insurance denials to clinic staff for review and decision-making regarding appeals process • Communicate directly with clinics to obtain additional information and guidance related to prior authorization submission • Conduct patient outreach to discuss medication coverage and financial assistance options, providing pharmacy recommendations • Communicate coverage determinations and coordinate follow up with patients on behalf of the client clinic • Ensure timely and accurate documentation in client EMR systems and Visante tracking tools for workflow efficiency • Assist with onboarding and training of client-employed medication access specialists and contribute to process improvements • Collaborate with Visante team members and leadership to provide insight and constructive feedback into day-to-day operations • Complete other duties as assigned

• Oversee daily operations and staffing for assigned teams • Adjust staff schedules and address workflow gaps • Assist with recruitment, hiring, and evaluating personnel • Provide coaching, feedback, and professional development • Ensure compliance with healthcare regulations and organizational policies • Review medication authorizations and conduct benefits investigations • Collaborate with clinics to obtain documentation and support appeals

• Lead and manage aspects of the organization’s quality management program • Lead the evaluation of continuous improvement of safety program activities • Lead assigned components of regulatory and accreditation readiness • Serve as a key advisor and partner cross-functionally with client quality teams • Develop, evaluate, and maintain clinical therapy protocols • Lead components of the event escalation process • Design, monitor, and evaluate clinical competency initiatives

• Oversee end-to-end hardware asset management, including procurement, lifecycle planning, and security compliance for all devices. • Manage laptop lifecycle processes, including collection, secure wiping, redeployment, and distribution to employees. • Coordinate device provisioning and configuration to ensure timely onboarding and adherence to organizational standards. • Monitor system performance, troubleshoot hardware/software issues, and coordinate with vendors on fixes, updates, and patches.

• Provides strategic, operational, and clinical leadership for medication access services. • Ensures high-quality, compliant, and efficient medication access services. • Acts as the primary liaison among multiple teams and stakeholders. • Drives collaboration to remove barriers to therapy and improve patient access to medications. • Provides subject matter expertise in medication access, formulary processes, and affordability strategies. • Optimizes workflows for medication benefit investigation and insurance authorizations.

• Directly manages a team of Project Managers and owns the client facing project management function • Manages, develops, and grows a team of project managers • Accountable for development and execution of the client-facing project operating model • Partners closely with Finance, Field Operations, and Client Services Leaders • Ensures effective financial reporting, project budgeting, and forecasting • Supports contracted projects and operates as an architect behind the scenes • Equips Project Managers to lead proactively, own outcomes, deliver to contractual standards, and manage financial performance • Defines what ‘great delivery’ means at Visante • Owns utilization management and project budget performance expectations for PM team • Establishes delivery standards, templates, and governance

• Provides direction, oversight, and accountability for all medication access and affordability services across multiple client partnerships, including prior authorizations, patient assistance, and other patient support initiatives. • Recruits, hires, trains, and develops high-performing supervisors and team members to support operational excellence and sustained service delivery, establishing clear performance expectations and leading a culture of accountability. • Monitors workflows, turnaround times, and service outcomes to consistently meet or exceed established standards and client expectations. • Establishes, monitors, and reports on key performance indicators (KPIs) and operational trends, using data and insights to evaluate performance, identify opportunities, and implement enhancement strategies. • Proactively identifies and resolves operational risks, workflow inefficiencies, and access barriers that may impact patients, pharmacy teams, providers, or clients. • Serves as primary liaison between internal teams and external stakeholders, including clinic leadership, pharmacy leadership, providers, payers, and partners, maintaining consistent and transparent communication to foster strong, aligned partnerships. • Leads the development and continuous refinement of standardized processes for client onboarding, referral workflows, benefit investigations, prior authorizations, documentation, tracking, and communication to ensure quality, consistency, and scalability. • Evaluates medication access and pharmacy support operations to identify opportunities for enhanced efficiencies, productivity, and service quality and implements improvement initiatives. • Partners with clinic, pharmacy, and client teams to design, implement, and optimize medication access and affordability services that support clinical care delivery and patient outcomes. • Provides education, guidance, and subject matter expertise to internal teams and client staff to ensure effective execution of medication access services and best practices. • Models and reinforces exceptional customer service in all interactions ensuring professionalism, responsiveness, and a patient-centered approach.

• Partner with Project Managers to support day-to-day execution across multiple active client engagements, ensuring tasks, timelines, and dependencies remain visible and aligned. • Draft and refine client communications under Project Manager guidance, including kickoff materials, meeting confirmations, data requests, and routine project updates. • Support development, quality assurance, and formatting of client-facing materials such as presentations, trackers, and summary documents, ensuring clarity, consistency, and professional polish. • Coordinate internal and client-facing meetings, including scheduling, agenda preparation, and distribution of pre-read materials. • Attend project meetings to capture clear, high-quality notes documenting decisions, risks, dependencies, and action items. • Distribute meeting summaries promptly and track completion of follow-up actions, reinforcing accountability and project momentum. • Maintain core project artifacts including action logs, issue and risk trackers, timelines, and decision records to support execution discipline and continuity. • Maintain version control and logical organization of client and project materials across collaboration platforms (e.g., Microsoft Teams, SharePoint, Monday.com).

• Lead strategic workforce development initiatives to align training programs with organizational goals and client needs. • Design, implement, and continuously enhance training programs for Field Services personnel across virtual, in-person, and e-learning formats. • Build, mentor, and develop a high-performing team of training professionals. • Utilize Learning Management Systems (LMS) and digital platforms to deliver scalable, accessible training content. • Establish competency benchmarks and skill assessments to ensure consistent performance in client-facing roles. • Collaborate with Quality & Clinical Outcomes leadership to align training with compliance, clinical standards, and audit readiness. • Develop and manage evaluation frameworks to measure training impact on performance, compliance, and client outcomes. • Partner with Client Success and Pharmacy Services leaders to ensure training supports service delivery and client satisfaction. • Track, analyze, and report training effectiveness using metrics such as onboarding speed, performance variability, satisfaction, and retention. • Stay current on best practices in adult learning, healthcare education, and pharmacy operations.