• Responsible for site start-up, activation, relationship management, recruitment, and quality assurance • Contributes to site selection and provides local intelligence • Ensures site support and resolves issues • Collaborates with various functions to optimize communication • Maintains site quality and patient safety utilizing data analytics • Supports Country Specific Activities for clinical trial implementation • Deploys client site strategies by qualifying and activating assigned sites • Reviews and assesses site qualification outputs for site selection • Maintains knowledge of assigned protocols • Conducts study start-up activities including Site Qualification • Ensures follow up activities’ completion post Site Qualification visit • Partners with the Clinical Research Associate for monitoring readiness • Builds relationships and operational quality at the site

• Lead the pursuit of high-value valuation engagements across financial reporting (ASC 805, 350, 718, 820), tax compliance, and transactional advisory. • Develop and execute a robust go-to-market strategy to expand the Firm’s footprint in the middle-market and Alternative Investment sectors. • Act as a brand ambassador, representing the Firm at industry conferences and in thought leadership publications. • Manage the financial performance of the valuation service line, focusing on utilization, realization rates, and margin improvement. • Oversee the next generation of offshore development. • Modernize delivery models by integrating advanced technology and AI-driven workflows to enhance accuracy and efficiency in due diligence. • Mentor and develop a high-performing team of 35+ professionals, ensuring a pipeline of future leadership. • Partner with leaders in M&A Advisory, Tax, and Audit to provide integrated solutions for clients throughout the investment lifecycle. • Identify opportunities for "warm-lead" generation between service lines, ensuring Valuation is positioned as a value-add to existing client relationships. • Collaborate with the Private Equity Industry group to support fund-level valuations and portfolio company assessments.

• Initiate new relationships with clients • Drive growth in relationships • Engage with grantmakers to develop effective solutions • Manage high-quality delivery of engagements • Hire and build strong teams • Position Give Grants as a thought leader

• Manage a portfolio of 25-30 Industrial SC leadership clients • Deliver value through briefings, workshops, roundtables and webinars • Collaborate with internal Gartner teams to ensure value is delivered • Responsible for member retention and growth in the region