• Lead structured implementation projects for enterprise organizations • Build and manage detailed project plans with timelines, milestones, and risk tracking • Align clinical, operational, administrative, and IT teams around a shared rollout strategy • Coordinate with Sales, Product, Engineering, and Data internally • Guide enterprise customers through change management • Engage in continual learning of our products, with a thorough understanding of its capabilities • Document and analyze customer workflows • Configure the platform to meet organizational goals • Advise customers on governance, permissions, and system-wide decisions • Recommend workflow improvements and best practices tailored to large orgs • Support integrations (SSO, data pipelines, or scheduling/billing sync) • Translate technical requirements between customer IT teams and internal engineering • Lead kickoffs, milestone reviews, readiness checks, and executive-level presentations • Deliver targeted training for leadership teams and super users • Prepare enterprise customers for a smooth handoff into long-term Customer Success • Keep clear documentation, workflows, project artifacts, decisions, recaps, and playbooks • Identify risks or recurring patterns from onboarding cycles • Share insights with Product and Engineering

• Plan and execute post-acquisition integrations of software companies across key functions such as Sales, Marketing, Professional Services, Support Services, and Research & Development. • Analyze existing business processes using operational and financial data and develop actionable optimization proposals. • Prepare business cases to evaluate and communicate improvement initiatives to internal and external stakeholders. • Collaborate with accounting teams to integrate operational and financial data into central systems and to enhance internal policies and controls. • Ensure adherence to Everfield standards and translate financial and KPI data into actionable management insights for the acquired companies. • Advise on reporting best practices and establish standardized frameworks for reliable and comparable financial data. • Support the migration of historical data and processes into new system environments. • Build and lead recurring analysis processes to assess the financial and operational performance of the acquired companies. • Train management teams in standardized reporting and performance tracking methods until they can operate independently. • Initiate and oversee efficiency and process improvement measures at the operational level.

• Serve as a primary point of contact for leaders within the Care organization (large non-exempt population), including coaching and partnering with Supervisors and Managers on people-related matters. • Provide employee relations support, assisting employees and leaders in resolving workplace concerns while ensuring fair, consistent, and legally compliant practices. • Conduct timely, objective, and thorough internal investigations, maintaining accurate documentation and detailed records. • Act as a subject matter expert on work-related issues, including performance management, workplace concerns, reasonable accommodations (ADA), wage and hour compliance, complex labor law matters, and involuntary terminations. • Build and maintain collaborative relationships with internal partners, including Talent Management, HR Operations, Compliance, Talent Acquisition, Learning & Development, and Legal. • Develop and implement proactive strategies, programs, and policies to enhance employee engagement and organizational effectiveness.

• Lead business development of Strategy pursuits within their territory/market • Lead advisory and delivery teams on high-impact transformative client engagements • Build a book of business through senior client relationship management • Sell and generate at least $10 million/year in true strategy consulting • Manage teams consisting of consulting experts and advisory personnel • Oversee and manage contract growth • Lead client management and growth in performance excellence • Interface, manage, and expand relationships with client CEOs, CFOs, CTOs and other senior executives • Own and build critical business and industry relationships • Advise clients based on knowledge of operations best practices and industry trends