• Own partner pipeline and revenue reporting, serving as the single source of truth for partner performance data • Define and maintain partner attribution metrics, including sourced, influenced, and co-sell motions, in alignment with Sales and Finance • Build and maintain standardized partner scorecards covering pipeline generation, revenue, win rates, ACV, sales cycle, and forecast accuracy • Integrate partner pipeline into weekly and monthly forecasting cadences and surface risks and upside to leadership • Support annual planning with partner contribution modeling and ROI analysis • Measure effectiveness and ROI of partner programs, MDF investments, and enablement initiatives • Partner with Partner Operations to drive data quality, governance, and consistent use of partner-related fields and definitions • Develop automated dashboards and exception reporting to proactively identify gaps or inconsistencies • Deliver executive-ready insights and recommendations that inform partner prioritization and investment decisions

• Lead multi-site clinic operations across all markets • Standardize workflows, staffing models, KPIs, and performance rhythms • Ensure cross-functional alignment between clinical and non-clinical leaders • Serve as executive-level escalation point for complex operational or clinical matters • Drive operational readiness for de novo launches and acquired-entity integration • Establish clear productivity expectations and accountability frameworks • Oversee provider onboarding, training, competency validation, and documentation compliance • Partner with the Chief Medical Officer to ensure evidence-based, high-quality care standards • Monitor utilization, rebooking, documentation accuracy, and revenue-per-provider trends • Improve Net Promoter Score, conversion rates, and rebooking performance • Ensure brand standards and service behaviors are consistently executed market-wide • Ensure adherence to all federal, state, and local healthcare regulations • Lead audit-readiness initiatives and corrective-action planning • Integrate compliance frameworks into new markets and acquired practices • Own clinic-level P and L performance in partnership with Finance

• Process and review mobile deposits, in-clearings, ACH transactions, wire transfers, and RDI transactions. • Balance files daily and resolve exceptions in a timely and accurate manner. • Process Account-to-Account (A2A) transfers and ACH originations. • Perform debit card reconciliations and investigate discrepancies. • Generate operational and client-facing reports in accordance with institutional policies. • Ensure all deposit-related activities comply with applicable banking regulations, including Regulation E, Regulation CC, and NACHA rules. • Conduct research and provide operational support for digital deposit services, including ACH, mobile deposits, and reconciliation inquiries. • Perform daily General Ledger reconciliations for all digital clients. • Facilitate internal and external money movement transactions as required. • Execute daily audits and monitor dual control processes to maintain operational integrity. • Collaborate with cross-functional stakeholders, including Product, Fraud, Compliance, and Client Services, to improve operational workflows and client outcomes. • Manage and resolve tickets in accordance with established Rules of Engagement. • Provide cross-training and backup support to other Deposit Operations Specialists. • Participate in team initiatives and special projects as assigned by the Digital Operations Manager.

• Design, build, and launch automated workflows in HubSpot • Lead quality assurance for campaign assets • Build and maintain audience segmentation and suppression lists • Monitor and maintain marketing database health • Manage data flow between HubSpot, Salesforce, and third-party tools • Act as technical bridge between teams • Partner with Customer Marketing for onboarding and renewal tracks • Develop SOPs and templates • Provide reports on campaign metrics