• Providing executive leadership to the Consultant Relations team by setting direction, establishing clear goals, and equipping the team to cultivate strong, influential relationships across the consulting ecosystem. • Driving market education, elevating understanding of our product capabilities, and strengthening consultant preference for Included Health. • Leading cross-functional alignment and collaboration with analytics, product, marketing, sales, and client success teams to ensure our consultant engagement strategy is tightly connected to market needs. • Championing insights gathered from consulting partners to inform organizational priorities and influence product and go-to-market direction.

• Own end-to-end service delivery from Sales handoff through project closure and transition to Customer Success and Support • Define and improve delivery metrics, including project health, time-to-value, customer satisfaction (CSAT/CES) and solution adoption • Champion responsible AI adoption, leveraging approved tools and agents to improve productivity, insights and customer outcomes • Evolve scalable delivery methodologies, governance and escalation models • Act as executive sponsor for high-risk or high-visibility projects and/or programs • Own performance against net new subscription revenue, professional services revenue and backlog conversion targets • Drive predictable execution through forecasting discipline, capacity planning, and portfolio management • Oversee the engagement with Finance to ensure accurate billing and timely revenue recognition • Own forecasting accuracy and services capacity modeling • Influence PS packaging and pricing strategy in partnership with Sales, Revenue Operations and Finance • Lead, coach, and develop a high-performing leadership team of Managers and Senior Managers, fostering accountability and growth • Build scalable talent strategies including hiring, onboarding, performance management, and career progression • Champion a people-first, inclusive culture that balances execution excellence with employee engagement and retention • Establish clear expectations, measurable outcomes, and consistent feedback loops across the organization • Establishes OKRs aligned to company and team strategic direction, customer feedback, challenges, and requirements • Drive enterprise alignment across Sales, Product, Market Leaders, Customer Success, and Support, influencing prioritization, roadmap decisions, and go to market motions through delivery insights • Act as a trusted advisor to Professional Services leadership, elevating delivery insights into enterprise decision-making • Lead large scale transformation initiatives that scale delivery, including PSA tooling modernization, standardized reporting, and AI-enabled practices • Use data and customer feedback to continuously improve delivery effectiveness and customer experience • Ensure delivery evolves with PointClickCare’s growth, product expansion, and customer complexity

• Lead the development and execution of Care Access’s quality program across clinical, operational, and technology domains • Responsible for building and maintaining a risk-based, fit-for-purpose Quality Management System (QMS) that supports Care Access’s mission to accelerate clinical research and health services with innovation, integrity, and operational excellence • Shape the vision for quality across the organization, balancing compliance requirements with practical, scalable solutions • Collaborate closely with Operational Compliance, Product, Privacy, IT, and other functional partners to embed quality by design across systems and workflows • Manage, mentor, and develop Quality team members to support professional growth and organizational capability • Promote a culture of quality by design, accountability, and operational excellence. • Lead through influence to embed quality principles across all Care Access functions

• Build full-funnel media strategies for clients spending over $25k+ a month on advertising • Manage a team of 3-5 PPC & DSP Specialists • Collaborate with Account Managers and Paid Search Specialists • Lead Office Hours for strategy collaboration • Participate in media calls and QBRs for clients spending $50k+ a month on advertising • Lead advertising training sessions for the team • Optimize media buying strategies across platforms including Amazon, Walmart, Target, and Criteo