• Significantly contribute to the enterprise implementation strategy, aligning onboarding and go-live experiences with company growth, revenue, and retention goals. • Establish scalable frameworks, methodologies, and best practices to support enterprise and complex customer implementations. • Anticipate market, customer, and regulatory trends impacting implementations and proactively adapt strategy • Serve as sponsor for strategic and enterprise customers during onboarding and early lifecycle phases. • Build trusted relationships with health plan and provider organization senior customer stakeholders, positioning Vatica + Cozeva as a long-term strategic partner. • Act as the voice of the customer internally, influencing product direction, roadmap priorities, and process improvements. • Directly lead planning, execution, and delivery of complex, multi-workstream enterprise implementations. • Ensure consistent, high-quality onboarding experiences across customers while allowing for tailored solutions where required. • Drive continuous improvement in implementation efficiency, predictability, and outcomes. • Partner with Sales to support deal scoping, implementation planning, and smooth handoffs from pre-sale to post-sale. • Collaborate with Product, Data, Engineering, Clinical, and Support teams to resolve implementation dependencies and customer risks. • Influence cross-functional priorities to reduce friction and improve customer outcomes. • Define, track, and report on implementation KPIs including time-to-first-value, customer satisfaction, adoption, and retention indicators. • Use data-driven insights to identify risks, trends, and opportunities for optimization. • Contribute to forecasting, capacity planning, and resource allocation decisions.

• Build consultative relationships in the RIAs market and grow market share with top financial advisors and key centers of influence in the RIA channel for FS Investments. • Develop and implement a fundraising plan for the RIA market, utilizing fully the FS Investments business plan template. • Become the product specialist for investments offered to the RIA client base. • Work closely with internal resources to implement territory plan, prospect and maintain existing firm relationships. • Fully leverage the firm’s CRM platform, including logging all contact data and client profile information, as well as creating reports to analyze sales data. • Master the firm’s investment messaging. • Be a student of the markets and effectively add value to advisor consultations through a holistic view of their business. • Represent the firm at regional and national conferences. • Consistently improve and develop product knowledge, sales skills and efficiencies through active involvement in company training, education and professional development programs. • Study and learn the firm’s language and sales process, to deliver a consistent experience for clientele of the Broker and its Affiliates. • Effectively leverage senior executives in the sales process in territory management. • Work closely with the Broker’s National Accounts group to identify and execute on specific firm and advisor initiatives. • Fully adhere to and reinforce standards of Future Standard Code of Conduct.

• Driving performance, guiding account teams and orchestrating growth for top advertisers • Managing client relationships as account sponsor for some of our largest accounts • Guiding digital paid media strategy across paid search, social & programmatic (video and display) advertising • Supporting a team of strategists and channel experts for global enterprise engagement • Building, managing, and maintaining the client relationship • Revenue & retention responsibilities for accounts • Driving overall account strategy, forecasting, and planning for accounts • Analyzing performance data and KPIs • Leading expansion into new digital paid media channels to facilitate growth • Managing a team to help fulfill and expand client’s marketing programs

• Provide leadership and oversight across all core servicing functions, including: - Payments & escrow - Customer service - Collections - Default management - Repossession - Tax & insurance • Drive operational excellence while maintaining a fair, respectful, and customer-first servicing experience. • Serve as a senior escalation point for complex servicing issues, ensuring timely and thoughtful resolution. • Ensure servicing operations scale effectively while maintaining quality, compliance, and borrower trust. • Act as a key partner to the VP of Servicing, supporting strategy, prioritization, and execution. • Own initiatives end-to-end, exercising sound judgment and full accountability for outcomes. • Step in to lead servicing priorities as needed to support the VP of Servicing and broader organizational goals. • Partner closely with Product, Engineering, and Data teams to design, build, and refine servicing workflows and systems. • Develop servicing-specific reporting, dashboards, and performance insights. • Identify and implement opportunities for automation, efficiency, and scalability. • Play an active role in ongoing servicing build-out as processes evolve with the business. • Translate operational needs into clear, actionable technical requirements. • Lead change management efforts tied to new tools, workflows, and systems, ensuring teams are trained, supported, and aligned. • Support hiring, onboarding, development, and performance management. • Help shape servicing team structure, roles, and responsibilities as Zippy continues to scale. • Work closely with risk and capital markets functions to ensure operational execution is in line with expected loan level performance. • Own the development and maintenance of servicing policies, procedures, and documentation to ensure consistency, scalability, and compliance. • Ensure servicing operations comply with applicable regulations, including FDCPA, Fair Debt Collection laws, UDAP, and FCRA. • Proactively identify operational, regulatory, and reputational risks, partnering with leadership to mitigate issues before they escalate. • Collaborate closely with Legal, Compliance, Risk, and Finance teams across the loan lifecycle. • Use data and reporting to identify trends, risks, and performance opportunities within servicing. • Drive continuous improvement through insights, feedback loops, and iteration.