WittKieffer

• Coordinate assigned search activities from launch through completion, ensuring timelines, meetings, candidate touchpoints, internal handoffs, and deliverables are organized, accurate, and completed on schedule. • Manage complex calendars, scheduling, travel-related logistics, and meeting details for consultants, clients, candidates, and internal stakeholders with strong attention to accuracy and responsiveness. • Monitor priorities, preferences, deadlines, and project changes; adjust workflow as needed to support search progress and stakeholder expectations. • Complete administrative and operational processes, including expense reporting, meeting preparation, data entry, tracking, and other search-related tasks, in a timely and accurate manner. • Communicate clearly, professionally, and responsively with consultants, clients, candidates, and internal partners through email, phone, video, and in-person interactions. • Manage high-volume correspondence with sound judgment, concise writing, appropriate tone, and timely follow-through. • Provide proactive updates, surface risks or delays early, and ensure key constituents have the information needed to move work forward. • Build effective working relationships across departments, including Research, IT, Finance, and other administrative partners, to support seamless search execution and timely resolution of operational needs. • Partner with fellow Executive Search Coordinators to balance workload, share knowledge, maintain service continuity, and support team-wide consistency. • Take ownership of assigned responsibilities, follow through on commitments, and independently move work forward while knowing when to ask questions, seek guidance, or escalate risks. • Maintain accurate, current, and complete search information in WittKieffer’s proprietary database and related systems to support transparency, reporting, and continuity.

• Build and synthesize analytical outputs that directly inform key strategic and investment decisions. • Demonstrate the business acumen to identify the appropriate factors in analysis that may not have been initially considered. • Develop and support financial models, scenario analyses, and data-driven insights to support executive decision-making. • Translate complex analyses into clear executive-ready insights and actionable recommendations. • Drive day-to-day execution of key initiatives by structuring workstreams, defining deliverables, and maintaining momentum through project management principles. • Track and coordinate deliverables, timelines, and interdependencies across enterprise-wide initiatives. • Hold workstreams accountable to timelines and proactively escalate risks or bottlenecks. • Act as an extension of the Head of Strategy, stepping into initiatives as needed to move work forward, close gaps, and ensure continuity in fast-moving or under-resourced areas. • Act as connective tissue across internal stakeholders and external advisors.

• Serve as point of contact to schedule client calls regarding new projects. • Assist in coordination of travel arrangements for the Interim team. • Serve as a liaison with HR and finance on opening and closing opportunities. • Review Interim placement time-worked submitted via Workday and signs off on interim executive invoices. • Generate draft contract agreements for interim projects.

• Translate business requirements into well-architected solutions within Salesforce. • Develop custom solutions and integrations on the Salesforce platform using Apex, Visualforce, and Lightning Components. • Perform code reviews and ensure adherence to best practices. • Manage Salesforce data and ensure security and integrity. • Assist in extending our technical capabilities by implementing integrations and third-party apps. • Work directly with implementation and third-party vendors to deliver scalable and maintainable solutions. • Collaborate with business analysts, project managers, other developers, and stakeholders to ensure deep functional understanding and optimal end-user experience.

• Provide support by managing project coordination, administrative tasks, and client-related processes. • Ensure efficient execution of engagements via strong communication, demonstrated technical skills, and ability to problem-solve. • Provide comprehensive logistical and operational support across a broad range of activities, including complex calendar and time management, travel coordination, document development, database management, and event planning. • Contribute to a highly collaborative, team-oriented environment. • Provide logistical and operational support to coordinate project delivery and other time-sensitive search and consulting support. • Maintain accurate and current project tracking across engagements, ensuring visibility into timelines, milestones, and deliverables. • Oversee the coordination and tracking of invoicing and expense processing, ensuring accuracy, timeliness, and alignment with project and financial requirements.

Role Description The Client Strategist is a core role within the CSI team, contributing to client strategy and business development through the application of market, client, and competitive intelligence. This position ensures that commercial efforts are well-informed, thoughtfully prioritized, and consistently executed across active pursuits and priority initiatives. - Work closely with consultants as an embedded partner to develop, synthesize, and coordinate insights, analyses, and commercial materials. - Enable timely, high-quality business development. - Operate in proximity to client situations requiring strong judgment, effective prioritization, and execution rigor within a fast-paced professional services environment. Work will be conducted in a remote environment. This position offers a base salary of $80,000 to $95,000, plus a target bonus of 10% of base salary. Salary within our ranges is determined by your education, experience, knowledge, skills, and abilities, as required by the role, as well as internal equity and alignment with market data. WittKieffer offers a full benefits package including medical, dental, vision, 401(k), life and disability insurances, and generous paid time off. Responsibilities - Commercial Enablement and Business Development: - Support go-to-market strategy and business development by providing market, client, and competitive intelligence that informs growth opportunities across relevant market segments. - Develop and apply insights into market opportunities, client needs, and segment priorities to address real-time and tactical business development requirements. - Analyze potential and existing clients to identify trends, opportunities, and gaps in support of business development and solution positioning. - Support prioritized opportunities by developing customized messaging, client-credible materials, and relevant thought leadership for proposals, pitches, and client conversations. - Market Intelligence and Research: - Curate and recommend relevant WittKieffer publications for relevant segments and client situations across the firm’s solutions. - Contribute to quantitative and qualitative research initiatives centered on leadership, talent, and market dynamics. - Prepare data analyses and build data assets; synthesize compelling, cutting-edge insights that enhance market-facing materials and strengthen business development activities and outcomes. - Conduct in-depth research using qualified internal and external sources, synthesizing findings into clear, actionable insights. Qualifications - Bachelor’s degree required; Master’s degree preferred. - 2-3 years of experience in consulting or a commercially oriented, professional services environment. - Exposure to business development, pursuit support, or client-proximate work within such environments. Requirements - Critical Competencies: - Commercial Enablement: Skilled in activating and facilitating market, client, and competitive insight to advance business development, client strategy, and growth priorities. - Judgment, Prioritization, and Execution Rigor: Demonstrated ability to manage multiple parallel demands within a fast-paced, time-sensitive professional services environment, including work in connection with senior decision-makers and critical business issues. - Project Management Experience: Proven experience coordinating complex, interrelated initiatives across consultants and internal partners to deliver coherent and durable business outcomes. - Analytical and Problem-Solving Skills: Able to quickly and deeply analyze client situations, market signals, and incomplete information to identify opportunities, gaps, and implications for action. - Market and Client Acumen: Working knowledge of market dynamics in healthcare and life sciences that enables credible commercial positioning and effective client preparation. - Data and CRM Fluency: Experience using data to inform insight development and decision-making; familiarity with CRM systems to support client intelligence and business development activities is a plus. - AI-Enabled Research and Analysis: Familiarity with using AI-enabled tools to support research, analysis, and insight development in a commercial context. - Clear and Pragmatic Communication: Ability to communicate succinctly and effectively, translating complex analyses into practical, decision-ready insights that support alignment and execution.

• Deliver end‑to‑end executive assessment processes to Private Equity and Venture Capital clients • Demonstrate a solid understanding across all WittKieffer services, with a deep expertise in Leadership Advisory offerings to support solutions that deliver measurable client impact • Lead midsize leadership advisory engagements and significant workstreams within larger or more complex engagements • Conduct and debrief high stakes assessments for CEOs, boards, executive leadership teams, and senior leaders • Deliver the highest quality work consistently, proactively mitigating delivery and client expectation risks • Effectively delegate and collaborate with associates and consultants, supporting their development and achievement of utilization goals • Identify client business need(s) through confident questioning and active listening in client conversations • Serve as a trusted advisor to senior executives, investors, and board members • Effectively describe and position the full breadth of Leadership Advisory offerings beyond one's area of depth • Support research on client/sector business issues, with a view to identifying other areas for positive impact on our clients' business • Maintain and continue to develop a strong network of client relationships to understand their needs and identify opportunities for expanded impact • Lead proposal development, including scoping/pricing in accordance with Leadership Advisory guidelines for review and approval

Role Description We are mission-driven to advance wellbeing across the Quality of Life ecosystem through impactful leadership. Come join us! The Technology Solutions Leader requires a highly skilled and innovative individual with experience in Salesforce, systems integrations, and databases. A successful candidate will be a strong collaborator and leader that is confident in leading and mentoring developers as well as working directly with business sponsors to solve business challenges. This is very much a hands-on role focused on building Salesforce enterprise applications during a period of significant technical transformation. They will be responsible for transitioning legacy systems and architecture to cloud-based solutions with a focus on Salesforce, Reporting, and cloud-based integrations. This person will work with business analysts, the product manager, vendors, developers, and the data architect to design, develop, test, implement, and support solutions. Work will be conducted in a remote environment. This position offers a base salary of $145,000 to $165,000, plus a target bonus of 15% of base salary. Salary within our ranges is determined by your education, experience, knowledge, skills, and abilities, as required by the role, as well as internal equity and alignment with market data. WittKieffer offers a full benefits package including medical, dental, vision, 401(k), life and disability insurances, and generous paid time off. Responsibilities - Solution Architecture and Governance: - Maintains an understanding of firmwide needs and how the technology solution best aligns with strategy, future scalability, and efficiency. - Collaborate with IT Directors and Data Architect to create a cohesive enterprise architecture with a focus on technology consolidation and simplification. - Partner in creating governance standards around data, architecture, development practices, and release management. - Monitor and approve configuration, solution architecture, and development. - Team Leadership and Development: - Manage and provide day-to-day direction as needed to the development team consisting of Salesforce developers, a Salesforce Administrator, and BI Report Developers. - Provide leadership and guidance to the team, ensuring alignment to business direction, close collaboration as appropriate, and adherence to best practice. - Foster continued professional development and learning across the team to enhance skills and knowledge and ensure retention and growth. - System and Process Optimization: - Convert business processes and end-to-end workflows into cohesive and connected systems focused on automation, scalability, maintainability, and efficiency. - Enhance and maintain existing legacy systems as necessary to support business functions while working towards the CRM and ERP implementations. - Introduce, recommend, and implement new technology tools and solutions to solve existing or future business functions. - CRM Implementation and Integration: - Partner with internal teams and external vendors to implement Salesforce as the enterprise level CRM, including integrations to internal and external data sources, app store applications, and third-party solutions. - Provide oversight to the testing process. - Provide perspective and input to technical support and training needed. - Vendor and Product Management: - Work directly with vendors and product offerings to stay informed of and implement product enhancements, releases, and fixes affecting our corporate environment. - Propose informed recommendations on new features and functionality to improve business processes. Qualifications - Bachelor’s degree or equivalent experience is required; a concentration in computer science, information systems, or technology is preferred. - Salesforce certifications preferred (e.g., Salesforce Certified Sales Cloud, Service Cloud, etc.). - 10+ years of business and systems experience as a technical resource, preferably as a developer. - 5+ years of experience leading development teams in a technical architecture or similar role. - 3+ years of developer/technical architecture experience in Salesforce. - 3+ years of experience building API integrations. - Experience with a variety of enterprise class tools and technologies. - Experience overseeing technical activities of third-party vendors and/or partners. - Experience working with and extending packaged software applications. - Experience in building and developing a high performing team. Critical Competencies - Strong leadership skills, comfortable in providing feedback and coaching, and in developing a team. - Strong interpersonal and communications skills, effectively adapting approach based on the situation and audience. - Strong decision-making skills, good judgment, and the ability to work independently. - Exceptional collaborator who can synthesize input from a variety of people and business areas and view solutions from an end-to-end, holistic viewpoint. - Self-starter who comfortably takes the initiative when sees that something needs to be done. - Holistic thinker who views technology solutions to optimize performance from both an organizational and technical lens. - Ability to think strategically to develop and execute enhancements and updates to Salesforce platform. Company Description Witt/Kieffer Inc. ("WittKieffer") provides equal employment opportunities to all employees and applicants. WittKieffer will recruit, employ, train, promote and compensate our employees without regard to race, religion, creed, color, national origin, citizenship, gender, pregnancy, military status, age, marital status, sexual orientation, sexual identity, disability or any other personal characteristic protected by applicable federal, state or local law. WittKieffer will endeavor to make reasonable accommodation, as required by law, for qualified individuals with known disabilities or religious practices unless doing so would result in an undue hardship on the operation of our business.

Role Description The role of Principal Business Development Life Sciences will focus on being a trusted advisor to senior leadership at our life sciences or investment firms, like PE & VC, focused on life sciences and bringing them the optimal leadership solution, which may be a combination of search, leadership advisory, and/or interim. - Identify, develop, grow, and close new life science and/or PE/VC clients to provide interim solutions. - Work closely with colleagues in search and leadership advisory to develop the right leadership imperative. - Collaborate with the interim group and other WittKieffer colleagues. - Contribute to developing and implementing best practices, policies, procedures, and operations for the growth of the Interim Leadership Solutions team. Qualifications - Bachelor’s degree is required; Masters preferred. - 10+ years' in consulting and/or interim talent acquisition, with a substantial portion of that experience related to life sciences and PE/VC clients. - Business development experience and ability to persistently originate, build and sustain client relationships. - Strong executive presence. - Unabated commitment to quality and consistency in delivery. - Entrepreneurial and able to operate independently. - Comfortable with ambiguity and seeks to contribute insight and structured thinking. - Demonstrated ability to foster relationships across organizational boundaries. Requirements - Innovative, operationally disciplined, enterprise minded. - Execution-oriented and pragmatic, strong sense of urgency. - Empathetic leadership skills. - Displays a high degree of resilience. - High professional client service orientation and positive values. - Listener and translator of needs into solution opportunities. - Highly organized, proactive, detail-oriented, and self-motivated. - Articulate, succinct, and proactive communicator. - Unwavering integrity and authenticity. Benefits - Equal employment opportunities to all employees and applicants. - Reasonable accommodation for qualified individuals with known disabilities or religious practices.

• Build, refine, and pressure test integrated pro forma financial models • Conduct detailed valuation analyses using multiple valuation frameworks • Analyze historical financial statements, quality of earnings, and forecasts • Develop sensitivity analyses across key assumptions • Perform accretion/dilution analyses • Identify, analyze, and scope synergy opportunities • Organize, intake, and conduct initial analysis of diligence materials • Prepare internal presentations and materials for discussions • Benchmark market comparables and analyze industry trends