• Execute complex formulary coding within adjudication systems, ensuring clinical intent is accurately reflected in system logic. • Utilize Advanced Excel and Google Sheets (VLOOKUP, Index/Match, Pivot Tables, and complex nested formulas) to manipulate large datasets. • Apply deep knowledge of PBM hierarchies and adjudication logic to troubleshoot rejected claims and optimize system performance. • Manage multiple high-priority projects simultaneously, shifting priorities fluidly to meet urgent client needs or business deadlines.

• Own and manage a portfolio of 15–20 Amazon accounts, driving performance and growth • Develop and execute strategic plans focused on improving sales, conversion, and operational efficiency • Analyze performance trends and proactively recommend actionable improvements to clients • Lead client conversations with a strategic mindset (not just reporting results) • Serve as the primary point of contact for clients, ensuring clear and proactive communication • Translate data and operational challenges into strategic insights and action plans • Build strong, trust-based relationships with clients through consistent value delivery • Manage and mentor a team of analysts and specialists responsible for execution • Delegate tasks effectively and ensure accountability across the team • Drive a culture of proactivity, ownership, and continuous improvement • Oversee key Amazon operational areas including listings, inventory health, and account performance • Identify risks (e.g., stockouts, listing issues) and coordinate solutions with internal teams • Ensure alignment between seller operations and advertising efforts • Work closely with creative, analytics, and advertising teams to optimize performance • Align on promotions, campaigns, and testing strategies across departments • Continuously improve workflows and internal processes to increase efficiency

• Reporting directly to one of our Investment Partners. • Managing and growing their businesses. • Full ownership and accountability for the business. • Driving operational excellence, organic growth and profitability. • Fostering collaboration across teams to ensure the successful execution of business strategies. • Executing within our operating model based on four pillars: strategy and positioning of the business, operational excellence, growth, and product strategy and technology. • Identifying, defining and executing strategies required to achieve growth plans and operating objectives, with a focus on continuous improvement. • Driving operational efficiency and excellence and enhance scalability across your portfolio of businesses to optimize performance and maximize profitability. • Driving revenue growth by identifying and supporting new opportunities and growth strategies, including cross-selling and penetrating new markets. • Driving initiatives and solving challenges related to sales, customer success and research and development within your portfolio of businesses. • Prioritizing customer satisfaction and retention by ensuring strong solutions, service delivery and customer support within your portfolio companies. • Ensuring your portfolio companies have clear product roadmaps established and executed on, balancing investments in research and development with maintenance to maximize new customer growth while retaining existing customers. • Overseeing the development and execution of comprehensive product strategies aligned with market trends and the business objectives of the companies in your portfolio. • Assuming P&L responsibility and focusing on achieving key financial metrics related to revenue, ROI, EBITDA, customer retention, etc. • Managing capital allocation and ensuring efficient financial management of your portfolio companies, including on a monthly, quarterly and annual basis. • Building, coaching and leading high-performing teams within your portfolio companies. • Cultivating a culture of performance, continuous improvement, collaboration and innovation. • Providing clear direction and motivating teams toward achieving key milestones and delivering measurable results.

• Assist in the entry, validation, and reconciliation of premium data from agents and brokers. • Support the processing of premium adjustments and commission calculations under the guidance of senior team members. • Support billing processing with entry into applicable systems. • Monitor incoming payments and assist in verifying the accuracy of cash application records. • Help prepare reports and documentation for internal use and external audits. • Communicate with internal stakeholders to resolve basic discrepancies or data issues. • Maintain accurate records and follow established procedures to ensure compliance and consistency. • Participate in training and development activities to build knowledge of insurance operations and systems. • Support process improvement initiatives by identifying inefficiencies and suggesting enhancements.