This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As an Agentic Implementation Specialist at Invoca, you will play a critical role in helping customers activate next-generation AI-powered workflows across marketing, contact center, and revenue operations use cases. You will work directly with customers and cross-functional internal teams to implement production-ready agentic workflows that drive measurable business outcomes. This role sits at the intersection of technical implementation, workflow automation, and customer value delivery — helping translate customer business needs into scalable, repeatable agentic deployments. You will also partner closely with Product and Engineering to help mature early implementation patterns into scalable, GA-ready capabilities based on real-world customer usage. This is an opportunity to help shape how enterprise customers successfully deploy agentic AI in production environments while helping define best practices for the next generation of automation and AI-driven customer engagement. What You’ll Do - Implement Agentic Workflows End-to-End: - Deploy agentic workflows across customer environments using platform-native tooling and APIs - Configure agent orchestration logic, workflow triggers, and downstream system integrations - Validate workflow accuracy, reliability, and alignment to customer business outcomes - Debug integration, orchestration, and data flow edge cases across systems - Drive Repeatable Deployment Patterns: - Help develop and refine “known good” implementation patterns - Contribute to reusable playbooks, best practices, and deployment templates - Support transitions from early release to general availability by identifying repeatable implementation models - Partner Cross-Functionally: - Collaborate with Product and Engineering to surface product gaps, friction points, and repeat customer needs - Work with Customer Success, TAMs, and GTM teams to accelerate customer time-to-value - Support internal enablement and knowledge sharing around agentic capabilities - Support Production Readiness and Performance: - Work closely with customers to ensure their agentic workflows are performing as expected and ready for deployment - Monitor workflow behavior and support root cause analysis of unexpected outcomes - Document what works best, how to handle tricky situations, and how to fix common issues for repeatable process scalability Qualifications - 5–8 years in technical SaaS implementation, solutions engineering, or technical consulting - Experience with Martech, RevTech, CCaaS, or workflow automation platforms strongly preferred - Experience working in customer-facing technical roles within enterprise or mid-market SaaS environments - Familiarity and experience with the Invoca platform: both its feature set and APIs Requirements - Experience working with APIs, webhooks, and event-driven systems - Experience debugging multi-system integrations or distributed workflows - Experience configuring AI or automation workflows (prompt configuration or agent behavior tuning is a plus) Strengths - Strong customer communication and relationship-building skills - Ability to translate business workflows into technical implementation designs - Comfortable working in evolving product environments with emerging technologies - Strong documentation and pattern standardization mindset - Structured problem-solving and strong attention to detail Nice to Have - Experience working with conversational AI, voice platforms, or contact center technologies - Familiarity with agentic orchestration frameworks or MCP-style architectures - Familiarity with workflow automation or orchestration platforms - Experience working with event streaming or real-time data systems - Experience in regulated industries such as healthcare, financial services, or telecommunications Benefits - Flexible Time Off – We encourage a healthy work-life balance. Our flexible paid time off policy allows you to recharge and take time away as needed. - Paid Holidays – Invoca provides 16 U.S. paid holidays, including a winter break, giving you ample opportunity to refresh and spend time with friends and family. - Health Benefits – Our healthcare program includes medical, dental, and vision coverage, with multiple plan options so you can choose what works best for you and your family. Fertility assistance is also included. - Retirement – Invoca offers a 401(k) plan through Fidelity with a company match of up to 4%. - Stock Options – All employees are invited to share in Invoca’s success through stock options. - Mental Health Program – Well-being support on a broad range of issues is available through our SpringHealth program. - Paid Family Leave – Up to 6 weeks of 100% paid leave is provided for baby bonding, adoption, and caring for family members. - Paid Medical Leave – Up to 12 weeks of 100% paid leave is provided for childbirth and medical needs. - InVacation – As a thank-you to our long-term team members, we offer a bonus after 7 years of service. - Wellness Subsidy – We provide a subsidy that can be applied toward gym memberships, fitness classes, and more. Salary, Benefits & Perks Position Base Range - Salary Range $100,000-$150,000/year DEI Statement We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

• 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.