WriteWise

• Support Growth Initiatives: Execute and optimize multi-channel marketing campaigns (brand, events, webinars, social, affiliates, CRO, automated outbound, and more) to generate leads and drive conversions. • Analyze Performance: Monitor key marketing metrics (CAC, LTV, conversion rates, etc.), identify trends, and provide data-driven insights to improve performance. • Content & Messaging: Help develop compelling messaging, ad copy, and landing pages to enhance campaign performance. • Test & Iterate: Run A/B tests across channels, optimizing creatives, audiences, and messaging to maximize ROI. • Collaborate Cross-Functionally: Work with sales, product, and design teams to align marketing efforts with company objectives.

• Own the member financial infrastructure: member balances, monthly premium payments, reimbursements, and substantiation flows, with a relentless focus on reliability, accuracy, and scale • Drive the reliability and efficiency roadmap on the member financial side: eliminate the root causes of payment and reimbursement errors, build self-serve capabilities that reduce support ticket volume, and automate the resolution flows that today require manual intervention • Define and own the instrumentation for member financial flows: work with data and engineering to ensure errors are detected early, performance is measurable, and the team has the visibility to improve continuously • Collaborate with ops and support to identify the member financial issues that are most costly to serve, and build product solutions that systematically eliminate them • Own the longer-term member product strategy: develop and maintain a multi-year view of what Thatch needs to build to deliver a differentiated member experience (e.g. HSAs, portable health accounts, AI-powered personalization) and partner with leadership to prioritize and sequence those investments • Partner with the Member Onboarding PM to ensure the handoff from enrollment to active member is seamless, and that financial accuracy downstream of enrollment is treated as a product responsibility • Measure the impact of your work: each automation built and each self-serve resolution shipped has a direct and measurable effect on ops cost and member satisfaction at scale

• Own and improve core product flows related to onboarding, activation, and enrollment. • Build and ship full stack features, from backend services to user-facing interfaces. • Instrument product surfaces to understand user behavior and identify opportunities for improvement. • Design, test, and iterate on changes that improve conversion. • Work closely with product, design, and cross-functional partners to ship solutions. • Contribute to systems that support engagement and lifecycle messaging.

• Provide expert support for our technology stack including Macs, iOS, Android, Rippling MDM/SSO, 1Password, Google Workspace, Microsoft Office, Slack, Zoom, Linear, and Notion • Own the complete employee lifecycle experience from onboarding through offboarding, managing access control, hardware provisioning, and ensuring audit-ready documentation • Build and maintain a comprehensive knowledge base that empowers employees to solve common issues independently • Identify opportunities to automate repetitive IT tasks, improving efficiency and reducing manual overhead • Partner with the IT Lead and cross-functional teams to support company-wide initiatives and maintain our security posture

• Lead high-stakes consultative sales processes with companies navigating complex benefits needs across the Central region of the US. • Act as a trusted advisor to executive-level buyers in the Central region, uncovering deep needs and aligning them to Thatch’s solutions. • Work cross functionally with product teams to refine positioning for this segment. • Analyze and share insights on the competitive landscape in the Central region, influencing go-to-market strategy. • Drive forecasting accuracy and pipeline health for the Central territory through disciplined sales operations. • Build relationships with existing and new broker partners across the Central region. • Travel within the Central region to build relationships and support broker partners.

• Own infrastructure health, performance, and reliability across the stack. • Make architectural decisions and improve how we build and operate. • Design and evolve infrastructure using Terraform. • Improve CI/CD, deployments, and developer workflows so teams ship faster. • Strengthen security across access controls, vulnerability management, and dependencies. • Identify and eliminate reliability risks before they impact customers.

• Own the delivery of member services – oversee daily execution of member support queue and processing tasks, manage team scheduling to ensure adequate coverage during business hours and peak volume periods. • Develop and coach your team – run 1:1s, deliver feedback that drives improvement, and mentor specialists to grow their impact. • Scale member servicing operations for hypergrowth – help build and refine processes, workflows, and team capacity to ensure team output keeps pace with rapid member growth without sacrificing quality or member experience outcomes. • Lead quality assurance for your team – perform routine QA checks on AI- and human-driven support, run QA sessions, and action on knowledge or behavior gaps that impact performance. • Uplevel team documentation and self-service resources – drive consistency and clarity of member guidance through clear internal documentation and external FAQs. • Hire, onboard, and ramp new team members – support recruiting efforts for both contractor and FTE roles, and own the onboarding and training experience to get new hires comfortable in their roles quickly. • Collaborate cross-functionally – partner with other Operations teams, Product, Engineering, and Customer Success to solve member issues, advocate for member needs, and ensure the Member Servicing team is kept close to changes that impact the team. • Cultivate a positive, motivating culture rooted in Thatch values – be there for your team as a leader and human being. Build an environment where everyone feels recognized, supported, and inspired. • Stay connected to customer needs and the frontline – own escalations and jump into team queues to get things done.

• Own the delivery of employer services – oversee daily execution of employer support queue and processing tasks, manage team scheduling to ensure adequate coverage during business hours and peak volume periods. • Develop and coach your team – run 1:1s, deliver feedback that drives improvement, and mentor specialists to grow their impact. • Scale employer servicing operations for hypergrowth – help build and refine processes, workflows, and team capacity to ensure team output keeps pace with rapid employer growth without sacrificing quality or experience outcomes. • Lead quality assurance for your team – perform routine QA checks on AI- and human-driven support, run QA sessions, and action on knowledge or behavior gaps that impact performance. • Uplevel team documentation and self-service resources – drive consistency and clarity of member guidance through clear internal documentation and external FAQs. • Hire, onboard, and ramp new team members – support recruiting efforts for both contractor and FTE roles, and own the onboarding and training experience to get new hires comfortable in their roles quickly. • Collaborate cross-functionally – partner with other Operations teams, Product, Engineering, and Customer Success to solve employer issues, advocate for employer needs, and ensure the Employer Servicing team is kept close to changes that impact the team. • Cultivate a positive, motivating culture rooted in Thatch values – be there for your team as a leader and human being. Build an environment where everyone feels recognized, supported, and inspired. • Stay connected to customer needs and the frontline – own escalations and jump into team queues to get things done.

• Participate in and shape every part of the product development process, from idea inception to production • Work cross-functionally with engineering, growth, product, sales, operations, and leadership to create incredible user experiences • Develop and maintain the design system and brand assets we’ll use across the company • Write design documentation and guidelines for internal audiences • Iterate on and improve our design standards, tooling, and processes

• Own the execution of comprehensive growth marketing strategies and campaigns to drive leads, pipeline, and revenue while building and managing reporting frameworks to track performance across the funnel. • Monitor key metrics like CAC payback, lead-to-close conversion, and channel-level efficiency, delivering data-driven insights to refine audience targeting, creative strategy, and channel mix. • Collaborate closely with Sales, Product, and RevOps teams to improve overall performance while running structured experiments to validate hypotheses and uncover growth opportunities. • Evaluate and implement marketing tools and technologies to streamline workflows, improve attribution, and enhance reporting capabilities that scale what works across all channels. • Stay on top of industry trends and competitive insights to identify white space opportunities, inform campaign planning and messaging strategy, and drive a culture of continuous learning and optimization.