• Work with Plaid’s most strategic Enterprise customers to build out applications and / or platforms across a variety of different verticals across lending, wealth management, financial management, account opening, student loan refinancing, fraud detection, property tech, healthcare, and billpay uses cases • Own all aspects of the customer engagement, including technical scoping and design (i.e. creating architecture diagrams, sharing example code), project management (i.e. tracking progress and holding customers accountable to key milestones), creative problem solving, establishing customer success metrics and defining long-term strategy • Serve as a trusted advisor and lead point of contact throughout the implementation phase; establish and own correspondence with technical stakeholders from Project and Product Managers, to Engineers to senior leadership • Lead effective onsite, in-person meetings as needed throughout the implementation phase (i.e. kickoff, technical integration reviews, pre- and post- launch support). • Partner with Account Executives, Sales Engineers, Account Managers and Technical Account Managers to support customers in building out end to end workflows that align with Plaid’s technical best practices • Work cross-functionally to improve the customer onboarding experience by collecting and translating customer and partner feedback into meaningful product insights for our Product and Engineering teams • Build repeatable playbooks and a refined implementation motion within the Enterprise segment to drive implementation efficiency

• Delivers consulting project activities, as a subject matter expert in radiation therapy, through medium- to long-term engagements to ensure maximum utilization of company products and training by customers to meet their business needs. • Assist customers in developing best practice clinical operations with an emphasis on focused patient outcomes, patient care efficiencies, cost containment/reduction, and customer value propositions. • Technical responsibilities may include evaluation of business processes, recommending process changes, process documentation, problem identification, database and system configuration, change management, testing recommended strategies, etc. • Work as the clinical resource of the Varian project implementation team as an expert in content curation, product configuration, testing, and workflow. • Provide onsite support during system Go-Live and immediate post-Go-Live period.

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary This is a full-time field-based telework position, in Ohio. This position requires the ability to travel within the assigned region of Ohio to member homes and other requested member locations, up to 50% or more of the time. Applicants must reside in central or southeastern Ohio. Preferred counties: Franklin, Ashland, Athens, Coshocton, Delaware, Fairfield, Fayette, Gallia, Guernsey, Highland, Hocking, Holmes, Jackson, Knox, Licking, Meigs, Morgan, Morrow, Muskingum, Noble, Perry, Pickaway, Pike, Richland, Ross, Vinton, Washington and Wayne. Monday-Friday 8-5pm with flexibility needed to work later to meet member needs. Business Overview As part of the bold vision to deliver the “Next Generation” of managed care in Ohio Medicaid, OhioRISE will help struggling children and their families by focusing on the individual with strong coordination and partnership among MCOs, vendors, and ODM to support specialization in addressing critical needs. The OhioRISE Program is designed to provide comprehensive and highly coordinated behavioral health services for children with serious/complex behavioral health needs involved in, or at risk for involvement in, multiple child-serving systems. The Case Management Coordinator utilizes critical thinking and judgment to collaborate and inform the case management process, in order to facilitate appropriate healthcare outcomes for members by providing care coordination, support and education for members through the use of care management tools and resources. Fundamental Components: • Be clinically and culturally competent/responsive with training and experience necessary to manage complex cases in the community across child-serving systems. • Evaluation of Members: o Through the use of care management tools and information/data review, conducts comprehensive evaluation of referred member's needs/eligibility and recommends an approach to case resolution and/or meeting needs by evaluating member's benefit plan and available internal and external programs/services. Identifies high risk factors and service needs that may impact member outcomes and care planning components with appropriate referral to clinical case management or crisis intervention as appropriate. o Coordinates and implements assigned care plan activities and monitors care plan progress. • Enhancement of Medical Appropriateness and Quality of Care: o Using holistic approach consults with case managers, supervisors, Medical Directors and/or other health/behavioral health programs to overcome barriers to meeting goals and objectives; presents cases at case conferences to obtain multidisciplinary review in order to achieve optimal outcomes. o Works collaboratively with the members' Child and Family Teams. o Identifies and escalates quality of care issues through established channels. o Utilizes negotiation skills to secure appropriate options and services necessary to meet the member's benefits and/or healthcare needs. o Utilizes influencing/ motivational interviewing skills to ensure maximum member engagement and promote lifestyle/behavior changes to achieve optimum level of health. o Provides coaching, information, and support to empower the member to make ongoing independent medical and/or healthy lifestyle choices. o Helps member actively and knowledgably participate with their provider in healthcare decision-making. o Serves a single point of contact for members and assist members to remediate immediate and acute gaps in care and access. • Monitoring, Evaluation and Documentation of Care: o Utilizes case management and quality management processes in compliance with regulatory and accreditation guidelines and company policies and procedures. Required Qualifications *Must live in Ohio Preferred counties: Franklin, Ashland, Athens, Coshocton, Delaware, Fairfield, Fayette, Gallia, Guernsey, Highland, Hocking, Holmes, Jackson, Knox, Licking, Meigs, Morgan, Morrow, Muskingum, Noble, Perry, Pickaway, Pike, Richland, Ross, Vinton, Washington and Wayne.* - 2+ years of experience in behavioral health, social services, or human services - 2+ years of experience with personal computers, keyboard and multi-system navigation, and MS Office Suite applications (Outlook, Word, Excel, SharePoint). - 2+ years of experience in children's mental health, child welfare, developmental disabilities, juvenile justice, or a public sector human services or behavioral health care field, providing community-based services to children and youth, and their family/caregivers. - 2+ years experience in one or more of the following areas of expertise: family systems, community systems and resources, case management, child and family counseling/therapy, child protection, or child development. - 2+ year of experience with Ohio delivery systems, including local community networks and resources. - Willing and able to travel within the assigned region up to 50% of the time; Some travel to the New Albany office may be required for trainings/meetings: - Reliable transportation required - Mileage is reimbursed per our company expense reimbursement policy - Willing and able to work beyond core business hours of Monday-Friday, 8am-5pm, as needed. - Bachelor’s degree or non-licensed master level clinician required - Must reside in Ohio Preferred Qualifications - Case management and discharge planning experience. - Managed Care experience. - Medicaid experience. Education Bachelor’s degree or non-licensed master level clinician required, with either degree being in behavioral health, human services, health services, or public health preferred. (i.e. psychology, social work, marriage and family therapy, counseling, juvenile justice). Anticipated Weekly Hours 40 Time Type Full time Pay Range The typical pay range for this role is: $21.10 - $40.90 This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong. Great benefits for great people We take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include: - Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan. - No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. - Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility. For more information, visit https://jobs.cvshealth.com/us/en/benefits We anticipate the application window for this opening will close on: 03/31/2026 Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

Role Description As a member of our Professional Services team, you will be responsible for implementing compliance and risk management software applications for financial services and banking clients. The Implementation Consultant will be one of the first post-sale points of contact for the client and will own the implementation process for one or more software products all the way through to launch. The implementation cycle includes: - Requirements gathering - Configuration - Functional testing - Guiding clients through user acceptance testing - Coordinating product launch Although the Implementation Consultant is responsible for the entire implementation lifecycle, there is a strong emphasis on software configuration, and this position requires configuring complex software applications. Responsibilities - Consultatively work with clients to define their product needs and guide them through the requirements gathering process for RegEd’s web-based applications. - Partner with clients to define future state business processes and workflows to ensure the defined product configuration will meet the business needs. - Create and maintain client-specific project plans, ensure resources are scheduled accordingly to deliver on time, and offer suggestions to mitigate risks and avoid delays. - Provide detailed documentation of client-specific requirements, configure web-based applications per the documented requirements, and perform thorough functional testing of the configured applications. - Create client-specific templates for importing historical data; run test imports, validate imported data, and work with client to review/approve. - Manage client expectations for their implementation and deliver top quality customer service throughout the process. - Build strong relationships with client team members, work successfully under pressure, maintain a positive attitude, and meet client project deadlines in an efficient and professional manner. - Act as an internal subject matter expert for assigned products, providing input and feedback to internal teams responsible for product enhancements and evolutions, as well as training clients on the use of the application and answering their questions regarding functionality and usage. Qualifications - Bachelor’s degree or equivalent work experience. - Minimum 5 years of software implementation experience. - Technical and/or project management experience or other successful client-facing experience. Requirements - Knowledge of the financial services / insurance / securities compliance industry’s concepts, practices, and procedures a plus. - Masters' Degree in a related field. Benefits - Competitive pay and bonus. - Remote (and hybrid if near Morrisville, NC) first organization. - Exceptional medical, dental and vision plans with generous employer funding for employees and dependents. - 401(k) plan with company matching. - Generous flexible time off. - Company paid life insurance. - Flexible Spending Accounts: Medical and Dependent Care. - Leave benefits including short-term and long-term disability, paid family medical leave, and paid parental leave. - Volunteering time off and flexible schedules. - Professional development. - Meaningful career growth opportunities. - Performance bonuses. - Great working environment with a team of fantastic people.