• Lead prospect identification, qualification, and pipeline development efforts for mid, major, principal, and transformational giving. • Conduct comprehensive donor research, including wealth assessments, giving history analysis, philanthropic interests, business affiliations, and network connections. • Perform system-wide wealth screening and predictive analysis to assess donor capacity and inclination. • Analyze portfolios to identify untapped philanthropic potential and optimize funding strategies. • Translate complex donor data into clear, actionable insights and strategic recommendations. • Develop detailed donor profiles, briefing materials, and research reports to inform engagement plans. • Provide ongoing portfolio analysis to guide moves management and strategic donor cultivation. • Maintain high standards of data accuracy, integrity, and consistency within the donor database and prospect management systems.

• Lead and develop a global team of 30–50 Managed Services professionals • Enhance existing pod and squad structures to improve accountability and performance • Strengthen governance, operating rhythms, and ownership clarity • Prepare the organization to scale without operational strain • Drive strong client retention and renewal performance • Partner with Sales and Account teams to support expansion opportunities • Ensure service delivery excellence supports upsell and cross-sell growth • Align delivery structure with profitable growth objectives • Refine KPI frameworks tied to retention, margin, utilization, and client health • Advance automation of operational reporting and dashboards • Build executive-level visibility tools to enable proactive management • Eliminate manual reporting processes through system integration • Implement AI-driven tools and workflow automation to reduce manual effort • Improve productivity and efficiency across the organization • Modernize reporting and internal workflows • Optimize and expand outsourcing models to improve cost efficiency and scalability • Strengthen governance across global resource teams • Align resource strategy to margin and growth objectives • Lead structured improvement initiatives across service delivery • Partner with Implementation, Product, Finance, and Sales • Serve as a strategic thought partner to executive leadership

• Develop and implement CDI strategies, policies, and workflows to optimize documentation processes and improve clinical outcomes and data integrity. • Grow the business and define the market strategy. • Oversee a team of CDI professionals and ensure high-quality service delivery supporting multiple clients and systems. • Support client relationships, performance reporting, and the growth of CDI service lines. • Provide support and management of CDI Services including resource allocation, audits and readiness assessments for new program startups and existing program process improvement efforts. • Analyze findings and identify potential root causes of produced errors and identify areas of improvement. • Prepare summary reports of findings to clients, supplying specific references supporting findings contained within the provided audit report. • Serve as Engagement Lead or Primary Project Leader for new or existing program through all phases of engagement.

• Lead, direct, and oversee the Value analysis process • Responsible for development of, and ongoing management of the Value Analysis process within a framework of quality and safety • Collaborate with Supply Chain team in support of the Value Analysis function • Assess function, cost, and utilization across the Clinical Spend landscape utilizing cost, quality, and patient outcome data to identify opportunities • Partner with clinicians and end users to pursue opportunities for contractual negotiations with Suppliers • Escalate barriers and celebrate success through the Executive Value Analysis Steering Committee