• Partner with Conversion Document Specialists to verify completeness and accuracy of incoming plan documentation • Process and reconcile incoming plan assets from multiple recordkeeping platforms • Make informed decisions regarding asset investment timing and methodology to ensure efficient and accurate conversion of participant funds • Set up and validate participant loans during the conversion process, ensuring accurate terms and documentation • Serve as a subject matter expert on incoming plan source types and their alignment with system capabilities, ensuring proper setup and configuration during conversions • Collaborate cross-functionally to resolve complex conversion issues and meet customer needs • Monitor communication channels to identify emerging trends and provide timely support

Role overview The Sr Specialist, Engagement & Customer Optimization, reporting to Sr Dir, Engagement & Customer Optimization, is key contributor to the design and execution of strategies that drive Transcarent’s overall business objectives. This role is critical to supporting key metrics, performance gaps and customer/ member needs. Additionally, this role will support collaboration touchpoints with and requirements for key stakeholders across the business, including Clinical Ops, Service Delivery Ops, Marketing, Product & Engineering and Data teams. A day in the life… - Monitor data, highlight off-target conditions and build action plans to support customer retention and PG attainment initiatives through action planning and documentation of best practices - Drive validation, integration and refinement of new dashboards for data automation and consistent single source reference - Partner with internal stakeholders (clinical, service ops, product, etc.) to drive execution of actions to improve performance of objectives - Champion the Transcarent culture and leadership qualities to foster a supportive and inclusive work environment that values each individual for their unique skillset and background - Identify and lead operational projects that help Transcarent get better at serving clients What we are looking for… - Bachelor's Degree or 4+ years equivalent professional experience aligned with the requirements below - Prior leadership experience preferred - Ability to both establish plan for and support implementation short-to mid-term strategies to support the overall business strategy - Demonstrated ability to handle numerous, complex problems, requiring extensive analysis and investigation to understand root cause in order to develop solutions - Understanding of Transcarent business units and strategies, and Transcarent's goals, as well as external factors affecting business unit activities - Ability to influence others, including senior/executive leadership, to accept practices and approaches on critical matters - Ability to use data to identify performance gaps, identify improvement opportunities and to drive quantitative recommendations to stakeholders - 2+ years experience working with Tableau, Power BI, Qlik (or other data visualization tool) - 2+ years demonstrated experience analyzing reporting outputs to identify data inconsistencies - Strong communication and collaboration skills As a remote position, the salary range for this role is: $75,000—$95,000 USD Who we are Transcarent is the One Place for Health and Careᵀᴹ, bringing medical, pharmacy, and point solutions together with the WayFindingᵀᴹ experience, the first and only generative AI-powered health and care platform for health consumers. Our WayFinding experience, paired with transparent and consumer-driven pharmacy care, 2nd.MD expert medical opinions, and virtual primary care, works seamlessly with comprehensive Care Experiences – Cancer Care, Surgery Care, and Weight Health – to support people with all of their health needs, simple or serious. More than 1,700 employers and health plans rely on us to provide information, guidance, and care, empowering health consumers with more choice, an experience they love, access to higher-quality care, and lower costs for 21 million Members. For more information, visit transcarent.com, and follow us on LinkedIn. At Transcarent, our values guide everything we do: - People First: We prioritize our Members, clients, and each other in every decision - Care: Every decision starts with improving health and care for our Members - Resilience: We push boundaries and take the uncharted path to change an industry - Results: We take ownership, solve with speed, and deliver for our people and each other - Humble and Human: We lead with humility, bring fun to tough moments, and go further together Total Rewards Individual compensation packages are based on a few different factors unique to each candidate, including primary work location and an evaluation of a candidate’s skills, experience, market demands, and internal equity. Salary is just one component of Transcarent's total package. All regular employees are also eligible for the corporate bonus program or a sales incentive (target included in OTE) as well as stock options. Our benefits and perks programs include, but are not limited to: - Competitive medical, dental, and vision coverage - Competitive 401(k) Plan with a generous company match - Flexible Time Off/Paid Time Off, 13 paid holidays - Protection Plans including Life Insurance, Disability Insurance, and Supplemental Insurance - Mental Health and Wellness benefits Transcarent is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you are a person with a disability and require assistance during the application process, please don’t hesitate to reach out! Research shows that candidates from underrepresented backgrounds often don’t apply unless they meet 100% of the job criteria. While we have worked to consolidate the minimum qualifications for each role, we aren’t looking for someone who checks each box on a page; we’re looking for active learners and people who care about disrupting the current health and care with their unique experiences.

• Monitor data, highlight off-target conditions and build action plans to support customer retention and PG attainment initiatives through action planning and documentation of best practices • Drive validation, integration and refinement of new dashboards for data automation and consistent single source reference • Partner with internal stakeholders (clinical, service ops, product, etc.) to drive execution of actions to improve performance of objectives • Champion the Transcarent culture and leadership qualities to foster a supportive and inclusive work environment that values each individual for their unique skillset and background • Identify and lead operational projects that help Transcarent get better at serving clients.

• Serve as the single point of contact for all projects within the assigned EPMO portfolio. • Proactively engage with and support project teams to monitor progress and ensure the successful delivery of intended value and outcomes. • Collaborate with Project Leaders to refine overall project plans, including the establishment of critical milestones and success metrics. • Identify, analyze, and help resolve significant blockers to project success, such as lack of stakeholder alignment, fear of change, organizational capability gaps, etc. • Prepare and develop clear, concise documentation for executive and board level governance meetings. • Lead comprehensive post-mortems to capture lessons learned and foster a culture of continuous improvement. • Integrate the assigned portfolio of projects into the overall EPMO, ensuring alignment with broader enterprise objectives. • Coach and mentor Project Leaders on best practices for executing successful, high-impact projects. • Champion and guide the integration of Artificial Intelligence (AI) into project methodologies and solutions. • Act as a key enabler of critical resources and support to Project Leaders, including access to expert interviews, targeted research, and analytical support.