• Manage end-to-end project lifecycles, from initial scoping and planning to execution and final delivery. • Collaborate closely with internal teams (creative, strategy, and production) to allocate resources, set priorities, and manage workloads. • Create detailed project plans, including timelines, budgets, resource needs, and risk assessments. • Monitor project progress, ensuring milestones are met, and proactively address any potential roadblocks or delays. • Maintain a keen understanding of client objectives, ensuring all project deliverables align with their goals and expectations. • Lead regular check-ins with clients and internal teams to review project status, update stakeholders, and implement any necessary adjustments. • Ensure projects are delivered within scope, managing any scope creep by implementing change request processes when needed. • Conduct post-project evaluations to gather insights and lessons learned, applying these learnings to future projects. • Maintain and manage project documentation, including contracts, timelines, status reports, and project closeouts.

• Manage one large, complex project with multiple communication channels or several smaller projects simultaneously. • Define and maintain project scope, objectives, and deliverables by translating business, clinical, or technical requirements into actionable plans that operate within Capital Rx’s existing agile framework. • Work closely with internal subject matter experts as well as cross functional parties from sales, operations, compliance, product, scrum team, and others to identify project needs • Interact daily with product manager and scrum teams with effective and efficient communications to ensure proper tracking of project roadmap and hold all project team members accountable for accurate and timely completion of assigned tasks. • Maintain open and consistent communication with all stakeholders through regular status updates and feedback loops. • Identify, track and report project progress, risks and if necessary, present a mitigation plan to leadership and stakeholders during weekly status meeting and other internal meetings. • Establish and manage project tracking systems and tools (e.g., Jira) to support agile workflows and task execution. • Ensure project deliverables meet quality standards, compliance requirements, and stakeholder expectations.

• Own weekly and biweekly team rhythms: agendas, pre-reads, notes, action items, follow-ups, and decision capture • Ensure “what matters this week” is clear and commitments actually land • Organize and facilitate: • Weekly Growth & Acquisition team meetings • Monthly culture meetups • Planning and execution of the July Team Offsite • Own planning → kickoff → execution → launch → readout for major initiatives, including but not limited to: • Internationalization • Product launches • Strategic, high-impact growth initiatives • Build and maintain integrated project plans with milestones, owners, dependencies, risks, and critical path • Ruthlessly manage scope, timelines, and trade-offs to keep work moving • Proactively identify blockers and risks; escalate early with options and recommendations — no surprises • Act as the primary point of contact for XFN partners (Product, Engineering, Marketing, Sales, RevOps, CS, Finance, Legal, etc.) • Own cross-functional dependencies, surface misalignment early, and drive teams to resolution while keeping execution moving. • Turn messy inputs into clean, exec-ready outputs: • Weekly leadership updates • Monthly scorecards and business review materials • Decision memos and “what changed / what we need” summaries • Reduce ad-hoc pings by creating clear, trusted updates • Ensure the team consistently tracks OKRs and key initiatives, providing clear editorial updates that explain progress and impact. • Maintain lightweight dashboards and status updates highlighting progress, risks, asks, and next milestones • Ensure every initiative has clear owners, success metrics, timelines, and documented outcomes

• Managing all aspects of publications projects from inception to completion. • Facilitating multidisciplinary project teams. • Interfacing with each department within the company. • Meeting client and management expectations. • Establishing strong faculty relationships. • Ensuring programs remain on target and within agreed-upon parameters. • Responsible for budget development, maintenance, and reconciliation • Managing external suppliers. • Keeping programs on time and focused on primary objectives. • Providing ongoing updates to internal team members and client contact(s). • Resource management. • The number of simultaneous programs managed is dependent on the scope and nature of each initiative.