• Manage two or more teams of Research Analysts/Executives, setting KPIs and holding members accountable to work schedules • Establish and enforce operating standards for data coding and sentiment quality to ensure client specifications are met • Conduct data volume monitoring and relevancy reviews to minimize data irrelevance • Identify training needs and lead recruitment for new team members • Implement process automation using Generative AI and NLP solutions to increase team capacity and reduce manual man-hours • Oversee the technical integration of automation scripts (Python, Javascript, VBA, and Apps Script) within research workflows • Develop new business-driven solutions in a big data environment to automate manual data processing tasks • Assign job orders from Sales and Account Management, ensuring proper resource allocation and task prioritization • Monitor team progress across all project stages to ensure deadlines and quotas are met • Augment team capacity during peak periods by taking on excess workload to ensure streamlined task completion • Continuously review and improve work processes to maximize team utilization

• Manage all business development aspects of Fusion’s Agents • Balance recruiting, sales support, agent management, and sales training • Evaluate competition and establish sales revenue objectives • Build and expand accounts leading agent sales force • Monitor sales results and provide management information • Maintain customer service and expand regional customer base

• Assess member’s clinical need against establish guidelines and/or standards for specialty population-based members. • Implement the delivery of high quality, cost-effective care based on a customized population model of care supported by clinical practice guidelines established by the plan. • Partner with the member/family, physician, and all members of the healthcare team to ensure the member’s needs are met, internal and external to this organization. • Advocate for the member among various sites to coordinate resource utilization. • Utilize the care management process to set priorities, plan, organize, and implement interventions that are goal directed toward self-care outcomes, and the transition to independent status. • Ensure care for mandated non-compliant members through the monitoring of utilization. • Document accurately and comprehensively based on the standards of practice and current organization policies. • Evaluate care by problem solving, analyzing variances, and participating in quality improvement to enhance member outcomes. • Monitor member’s care activities, regardless of the site of service or network participation, and outcomes for appropriateness and effectiveness. • Consult with internal stakeholders on complex cases and escalate as appropriate to internal physician resources. • Complete other assigned functions as requested by management.

• Partner with Consulting VPs to provide support with a client-centric marketing perspective • Lead Generation / Sales Support • Daily Client Inquiry mining for potential leads • Qualify leads directly with Sales channel (MSE, LE, GE) • Produce sales and marketing materials • Support campaign management for client attendance at Gartner Conferences • Support selected number of VPs with Gartner Sales territory management • Be the main “go to” person for all departmental Inquiries from internal groups • Salesforce CRM System - helping to keep territory pipeline up to date for biweekly reporting/forecasting