• Assess member needs in the areas of physical health, mental health, SUD, oral health, palliative care, memory care, trauma-informed care, social supports, housing, and referral and linkage to community-based services and supports • Oversees the development of the client care plans and goal settings • Offer services where the member resides, seeks care, or finds most easily accessible, including office-based, telehealth, or field-based services • Connect clients to other social services and supports that are needed • Advocate on behalf of the client with health care professionals (e.g. PCP, etc.) • Utilize evidence-based practices, such as Motivational Interviewing, Harm Reduction, and Trauma-Informed Care principles • Conduct outreach and engagement activities in order to facilitate linkage to the ECM program and log activity in the Client Relationship Management (CRM) system • Evaluate client’s progress and update SMART goals • Provide mental health promotion • Arrange transportation (e.g., ACCESS) • Complete all documentation, including outcome measures within the timeframes established by the individual care plans • Maintain up-to-date patient health records in the Electronic Medical Record (EMR) system and other business systems • Complete monthly reporting to ensure program compliance • Attend training as assigned

• Analyze & interpret large data sets related to marketing, product, financial, and payment data to identify trends, insights, and opportunities for business growth; • Design and implement financial models that align with business objectives; • Conduct competitor analysis and market research to inform strategic decisions; • Provide strategic recommendations based on data-driven insights to optimize the customer journey, product performance, and marketing ROI; • Conduct financial analysis, including budget tracking, profitability analysis, and cost-benefit assessments for marketing and product initiatives; • Develop and analyze key performance indicators (KPIs) to evaluate business performance and identify areas for improvement; • Work closely with marketing, product, and finance teams to ensure alignment and performance tracking.

• Implement the strategy and processes to optimize price to maximize both profitability and volume. • Support processes and tools to manage pricing for large-scale customer conversions. • Utilize customer VOC (both internal and external) to create new or improved pricing simplification, tools, and communications. • Implement processes for distributor and contractor rebate programs that incentivize customers growth while optimizing profitability. • Implement processes and tools that enable sales to effectively utilize customer rebates as additional leverage in selling conversations. • Implement promotions for buying groups, national accounts, and specific products that energize all stakeholders and deliver growth. • Work with National Account Managers and Buying Groups to engage in customer driven promotional opportunities. • Utilize analytics to adjust and improve future promotion performance vs hypothetical or past performance. • Collaborate cross-functionally with Sales, Marketing, Finance, Product Management, and IT to ensure alignment to strategic objectives. • Analyze and track market share, and competitive landscape. • Track all program effectiveness and recommend changes and improvements. • Track partner performance metrics, analyze data, and report on KPIs to ensure goals are met. • Provide partners with tools, training, and resources to effectively sell and support company products/services. • Work closely with sales, marketing, and product teams to align channel strategies with overall business objectives. • Stay informed on industry trends, competitor activities, and emerging technologies to identify new opportunities.

• Support diverse engineering teams, providing regular coaching, feedback, and clear growth paths for Senior and Staff engineers. • Oversee day-to-day operations, including removing blockers, managing cross-team dependencies, and handling escalations or alerts. • Partner with stakeholders to make platform usage data actionable, informing roadmap priorities and demonstrating impact on customer outcomes. • Help build strong technical relationships with CSPs, ISVs, and CNAPPs, acting as a technical advisor in joint solution designs and certifications.