• Meet with clients to understand their financial goals and concerns • Educate individuals and families on financial protection and planning strategies • Offer solutions including life insurance, investments, and long-term care options • Build and manage long-term client relationships • Grow your communication, business development, and planning skills

• Own and evolve our end to end billing and accounts receivable lifecycle • Ensure all invoices are generated accurately and on schedule within our OneBill platform • Establish quality control procedures to verify billing accuracy • Oversee month end close activities and resolving discrepancies cross functionally • Act as the primary architect of our dunning procedures and revenue recovery strategies • Implement and maintain billing systems and workflows that minimize errors • Engage directly in daily collections activity, including outreach through email and phone • Bridge the gap between Finance and Technology

• Imagine leading the transformation of financial systems that power thousands of schools across the country. • Help drive modernization across two mission-critical products, ensuring educators and administrators have the tools they need. • Own discovery, prioritization, and delivery for features that support cash-basis workflows, fund-level reporting, fund balance controls, encumbrances, grants, and multi-entity structures. • Partner closely with customers, design, engineering, and go-to-market teams to translate complex accounting requirements into intuitive, compliant, and scalable product experiences.

About Curology: Curology’s mission is to make effective, personalized skincare accessible. We were founded by dermatologists who believe everyone should have access to skincare products that actually work. Today, our licensed dermatology providers have helped millions of patients across all 50 states make that mission a reality. We combine expert medical care with personalized prescription formulas and dermatologist-developed skincare essentials to deliver science-backed solutions that meet people where they are. Join us in our mission to transform skin health and enhance lives—one patient at a time. Mission of the Role: The mission of the Site Experience & Merchandising Lead is to ensure Curology’s websites operate effectively day to day and continue to evolve into cohesive, high-performing, and on-brand digital experiences. Reporting to the VP of Growth & Customer Experience, this role is a highly hands-on operator responsible for executing, maintaining, and improving the onsite journey across key customer touchpoints. During a critical period of change, this role will support a major Shopify migration and the Agency relaunch and rebrand. Longer term, the role will be responsible for the ongoing execution and optimization of the full site experience for one of Curology’s brands. This role operates within the site experience and growth strategy set by the VP, Growth & Customer Experience, translating direction into high-quality, reliable execution. This is not a strategy-only role. You will work directly in the CMS building pages, QA’ing experiences, fixing issues, and refining live content to ensure everything that ships is intentional, accurate, and performant. Essential Functions and Impact Areas: Site Execution & Operations - Build, update, and QA pages across homepage, landing pages, PDPs, category pages, promotions, cart, patient dashboard, and navigation. - Lead page and content rebuilds during Shopify migration, ensuring accuracy, consistency, and zero broken experiences. - Own CMS execution across Contentful and Shopify, including setup, publishing, QA, and ongoing maintenance. - Be accountable for site hygiene: no broken links, outdated content, misaligned messaging, or UX regressions. End-to-End Site Experience - Be responsible for the full onsite visitor journey post–ad or email click, from homepage or landing page through sign-up flow or PDP and checkout. - Ensure every touchpoint reflects brand values, marketing priorities, and customer intent. - Balance education, discovery, and commerce based on funnel stage and user mindset. Marketing Calendar + Site Calendar - Execute against the site calendar in partnership with Growth & Lifecycle - Support site-wide promotions and brand moments in close partnership with Lifecycle, Performance Marketing, Product, and Creative. - Ensure timing, messaging, and UX are consistent and cohesive across all onsite surfaces. Agency Rebrand & Relaunch Support - Partner with the other Site Experience & Merchandising Lead to execute the Agency rebrand. - Build and launch new pages, content, and journeys aligned to the new brand direction. - Ensure Agency experiences feel intentional, differentiated, and high-quality from day one. Performance, Data & Optimization - Monitor ContentSquare, GA4, and Amplitude daily to understand user behavior and friction. - Run content audits, usability reviews, and competitive analysis. - Partner with Product Experience on experimentation and optimization initiatives. - Use data to prioritize fixes, improvements, and redesigns. Cross-Functional Partnership - Work closely with Lifecycle and Paid Media to ensure strong, aligned post-click experiences. - Partner with Creative to deliver mobile-first, high-engagement visual experiences. - Coordinate with SEO and AIO/GEO partners on shared ownership of search-impacting pages. - Collaborate with Product, Engineering, Legal, Medical, and Analytics to execute safely and efficiently.