• Develop, revise, and maintain sales training materials (e.g., training presentations, facilitator guides, learner assessments) by synthesizing inputs from cross-functional partners and aligning to approved promotional messaging and training strategy • Manage Medical, Legal, and Regulatory (MLR) review cycles by preparing and submitting materials, tracking decisions, resolving routine feedback conflicts, and following up with appropriate stakeholders as needed • Own content management process to ensure training assets remain current, compliant, and well-organized • Execute end-to-end training session logistics (both virtual and in-person), anticipating constraints (e.g., time zones, facilitator availability, materials readiness) and resolving routine issues to keep delivery on track • Manage the production and administration of training sessions as needed (e.g., co-facilitation, breakout support, Q&A coordination), triaging learner questions, and documenting follow-up items for the appropriate SMEs • Develop and manage systems to track attendance, completion, and follow-up actions for training programs • Analyze training engagement trends and coordinate timely follow-ups, including management of the Training & Development team newsletter • Manage LMS administration (e.g., user access, course setup, content deployment) and troubleshoot routine issues by diagnosing root causes, applying standard fixes, and escalating system issues as needed • Monitor and report on training completion, learner engagement, and effectiveness metrics; interpret results to identify gaps and recommend targeted reinforcement actions to Training & Development leadership • Partner with Training & Development leadership to recommend and implement continuous improvements to training programs based on LMS data, learner feedback, and observed field needs • Develop, revise, and maintain training materials for EMR-related workflows by translating partner inputs into clear, role-based guidance in alignment with approved processes • Lead the coordination of training updates in response to EMR updates and field team feedback by assessing impact, revising materials, and clearly communicating changes to stakeholders • Serve as a primary training point of contact to coordinate field questions and feedback on EMR-related processes and tools, routing complex items to the appropriate SMEs • Collaborate with Marketing, Digital Health, Customer Operations, and other internal partners to gather inputs and prioritize updates so training materials remain accurate, compliant, and aligned with approved processes • Support conferences and internal meetings by assisting with training-related preparation and materials, as needed

• Design, development and implementation of customer-focused IT logistics applications based on our standard software ProStore® • Take end-to-end responsibility for IT projects from A to Z • Analyze customer requirements and optimize processes • Develop pragmatic approaches to challenges in daily project operations and operational issues • Act as the interface between customers and the team, ensuring clear agreements • Assume financial and technical responsibility for projects

• Help hospitals and health systems understand how AI-powered CDI can improve documentation, boost revenue, and drive quality care. • Work closely with Customer Success to refine documentation workflows and help clients maximize their CDI programs. • Help design, implement, and refine comprehensive educational materials, guidelines, and curricula for CDI specialists, ensuring they can accurately review AI-driven query recommendations and maintain compliance standards. • Communicate directly with client CDI leaders to establish trust, address concerns, and demonstrate advanced knowledge of inpatient clinical documentation best practices

• Lead the development, implementation, and ongoing review of credit policies and models, ensuring alignment with the company’s growth strategy. • Monitor credit approvals and credit operations, ensuring adherence to policies, risk control, and portfolio sustainability. • Track area performance indicators, proposing adjustments and course corrections when necessary. • Assess the impact of changes in credit policies, models, or strategies, performing analyses and forecasts to support decision-making. • Serve as the primary technical reference on credit within the organization, influencing decisions that impact risk, growth, and profitability. • Coordinate and align stakeholders across credit, operations, and collections, ensuring consistency between strategy and execution. • Participate in credit and operations committees, contributing analyses and strategic guidance. • Lead the credit team by delegating responsibilities, monitoring performance, and fostering the team’s technical and behavioral development. • Contribute to the definition and evolution of products, processes, and initiatives involving credit operations.