• Organizes, leads, controls, and coordinates the delivery of services in insurance tracking outsourcing. • Manages several mortgage clients and units and provides leadership to associates. • Oversees cash and cash follow-up functions related to disbursement insurance premium and claim payments. • Provides input on staffing, budget analysis, process improvement initiatives, and manages productivity expectations.

• Partner with Sales and Marketing leadership to align Field Operations priorities with broader commercial goals, ensuring seamless business execution. • Establish and oversee the governance framework for field operations, driving consistency, accountability, and prioritization across the team. • Translate complex commercial goals into scalable operating plans and a clear 12-18 month roadmap for field capabilities. • Manage the partnership with the Managed Service Provider (MSP) for Veeva CRM, monitoring performance to ensure external resources align with the operational roadmap. • Lead the change management strategy for new technology rollouts, process updates, and organizational pivots. • Develop and execute comprehensive communication and training plans, in partnership with Commercial Enablement & Training, to maximize field adoption of new tools and systems. • Proactively identify opportunities to streamline workflows and partner with field leadership to resolve operational bottlenecks. • Lead the operational workstream for product launches, ensuring the field force is deployed with precise targeting, optimized call plans, and fully validated tools prior to Day 1 in the field. • Integrate qualitative field feedback into launch planning discussions to ensure resource allocation and pull-through strategies are realistic and effective. • Act as the primary liaison for field teams within Home Office, ensuring that tools, messaging, and processes are designed to meet their daily needs.

• Manage first level CRM support and consulting for sales related initiatives, including working with the global CRM team on development, testing, and implementation of changes • Create, improve, implement and enforce sales operational processes, governance and policies to drive consistent and measurable success in the Sales organization; document and maintains procedures to run reports and storage of information • Participate in the implementation and reporting of analytics surrounding forecasts, pipelines and opportunity value as required • Support master data management efforts; ensuring data cleanliness • Assist with Contract Administration, including coordinating contract renewal execution with the Contract Administrator to ensure all agreements are processed timely, pricing parameters are correctly documented, and pricing entered in ERP system • Respond to customer specific pricing conflicts; researching where conflicts reside and correcting as needed • Assist customer service or sales teams in day-to-day activities such as preparing quotes, agreements, sample follow-up, cross selling, new product discussions, and channel support • Perform other duties as required to meet business needs. Assist with reporting and compliance tracking

• Support Payment / Procurement and Finance Processes • QC Reagents and Materials Procurement & Logistics Support • Vendor Management and Information Maintenance • Contract Management • Manage Systems / Accounts and Access Management • Support Meeting and Event Administrative Coordination • HR and Administrative Support • Office Supplies and Daily Administration