• Report on work progress and obstacles regularly within your team while providing advice, guidance, encouragement, and constructive feedback to the team. • Manage processes, lessons learned, and best practices within your area of responsibility, continuously driving improvements and efficiency. • Act as a point of escalation for both customer and internal issues, providing timely resolutions and ensuring customer satisfaction. • Enable, support, and empower individual contributors reporting directly to you, fostering their career growth and development. • Effectively manage the workload within your team, ensuring resources are allocated appropriately to meet project and customer demands. • Review and maintain resource load and all related administrative tasks in OnePlan • Proactively identify and recommend changes needed to improve team effectiveness and drive positive outcomes for the customer and department. • Review and approve time sheets and expense reports as appropriate. • Lead the process to estimate existing customer project work to be delivered by resources on your team. • Manage small, existing customer projects assigned to team resources, including assigning tasks, forecasting project work, setting due dates, and completing billing milestones. • Oversee project delivery within your team, achieving on-time and on-budget targets • Collaborate with the Director, PSO to develop and own the onboarding plan for all new team members within your area of responsibility, ensuring a smooth transition and integration. • Contribute to revenue targets and ensure profitability of service engagements. • Develop timelines and action steps for anticipating, framing, and effectively communicating changes within your team. • Collaborate with Human Resources to hire team members. • Work closely with product, engineering, and customer success teams to align services with product capabilities. • Conduct regular one-on-one meetings with direct reports to provide constructive feedback and guidance. • Set clear performance expectations for each direct report and provide guidance to help team members meet expectations. • Evaluate team members’ performance, skills, and potential for growth. • Support cross-functional initiatives to improve internal operations and increase customer satisfaction.

• Lead the development, execution, and optimization of ABM programs including 1:1, 1:few, and 1:many strategies for enterprise and strategic accounts. • Partner with Sales and Sales Operations to define account tiering, prioritization models, buying group mapping, and engagement frameworks. • Build multi-touch, multi-channel ABM programs aligned to buyer journeys—including personalized content, digital ads, outreach plays, and event strategies. • Develop account intelligence and insights to inform personalization, messaging, and sales motions. • Create ABM playbooks, campaign blueprints, and toolkits to drive consistency across Marketing, SDR, and Sales teams. • Drive measurable improvements in account penetration, deal velocity, influence on pipeline, and expansion opportunities. • Orchestrate coordinated account engagement across Marketing, SDR, and Sales. • Build and manage integrated campaign strategies aligned to priority segments, verticals, and customer needs. • Translate commercial strategy and market insights into campaign roadmaps with clear objectives, KPIs, and pipeline coverage goals. • Own the campaign planning and documentation infrastructure, including the marketing campaign calendar, cross-functional planning processes, briefs, timelines, and delivery standards. • Develop campaign briefs, messaging frameworks, audience segmentation, and activation plans across digital, email, paid media, content, and partner channels. • Identify whitespace and segment opportunities to accelerate acquisition, influence opportunities, and expand market presence. • Ensure integrated campaigns seamlessly connect with ABM programs and sales plays for a cohesive buyer experience. • Own full‑funnel ABM & digital campaign execution across email, paid media, retargeting, social, third‑party programs, webinars, events, and landing pages. • Personally build and launch campaigns—creating assets, workflows, and engagement journeys directly in HubSpot and supporting tools. • Build and optimize personalized journeys informed by account signals, intent data, and behavioral insights. • Ensure strong CRM/MAP alignment and flawless activation across Salesforce, HubSpot, and integrated tools. • Maintain high execution standards including briefs, timelines, QA, documentation, and recurring optimization cadences. • Partner with Sales Enablement to deliver targeted materials and coordinated outreach aligned to ABM and campaign initiatives. • Define and track KPIs tied to pipeline influence, account engagement, deal acceleration, conversion, and ROI. • Monitor performance using dashboards, analytics, and intent/behavioral data—delivering clear, executive-ready insights and recommendations. • Operate with a test‑and‑learn mindset: run rapid A/B tests, iterate weekly, and optimize based on real-time data. • Make data-driven recommendations for budget allocation, channel mix, and ABM/digital technology optimization. • Thrive in a builder, scrappy environment by developing creative solutions and executing quickly and effectively. • Perform other duties as assigned to support departmental and company objectives.

• Coordinate the development, delivery, marketing, and service of specialty products across benefits with enterprise partners • Develop and deliver a medical data center of excellence to support organization initiatives • Create department-level objectives and strategies in support of corporate mission, vision, and objectives • Manage products and services related to high-cost medications across benefit coverage to meet business objectives • Deliver accurate budget projections for revenues and expenses of products and services under management • Lead strategic planning with Customer Success on industry, market, and client-specific offerings • Survey competitive landscape to provide business intelligence inputs on related programs and services • Manage partnerships within enterprise and external vendors • Establish and monitor performance standards and productivity targets and guide continuous process improvement initiatives accordingly • Create a supportive environment of learning and development for associates to support engagement and business objectives • Participate in, adhere to and support compliance and diversity, equity, and inclusion program objectives. • Other duties as assigned

• Manage, maintain and optimize the fundraising CRM System, ensuring data accuracy, deduplication, documentation, and system improvements. • Optimize additional fundraising platforms including Classy, Double the Donation, FreeWill, Data Axle, Salesforce nonprofit cloud, prospecting platforms and others. • Identify and manage technology platforms and partners. • Create a prospecting process and system for grants, foundations and donors. • Ensure accurate data entry of prospecting, gift processing, and timely data flow between systems. • Build dashboards, reporting tools, and analytics for pipeline management, forecasting, and email and donor cultivation segmentation. • Generate weekly, monthly, and annual reports on fundraising activities. • Provide donor insights and wealth-screening summaries for Individual and Institutional Giving teams. • Assist with major donor moves management and tracking, preparing materials, and prospect research. • Leverage technology tools to develop segmentation models and automated workflows to support donor journeys and digital campaigns. • Partner with Finance, Marketing, Technology and Operations Teams to ensure clean data flow and integration across systems. • Serve as the technical lead for new fundraising innovation tools. • Develop processes and Train Development staff on all technology tools including CRM procedures, data systems, and reporting. • Work with team on prospecting.