• Assist in the development of strong and captivating proposals to meet client needs, competitiveness, and cost-effectiveness based on short research briefs and/or elaborate Request For Proposal, including assisting with costing structure, methodological design, analytical framework, etc. • Write the MoM (Minute of Meetings) of kick-off or any meetings with clients. • Prepare screeners for recruitment. • Deliver fieldwork briefing to ensure the interviewers are clear about the purposes. • Collaborate with the Project Manager to ensure the progress of recruitment is well communicated and monitored. • Design discussion guides to ensure they prompt meaningful findings and are actionable. • Provide moderation for basic qualitative methodologies, such as focus groups and in-depth interviews. • Convert the interview's verbatim to Content Grid and create the Content Analysis of the interview. • Consult with Research Manager (Questionnaire Design, Analysis, Reporting, & Writing). • Manage multiple projects simultaneously.

• Lead internal and external facing customer calls • Consult, engage, and communicate regularly with clients to gather and document business requirements and requests • Utilize video and record customer calls for internal training and Quality purposes • Serve as a strategic thought leader providing holistic coordination of the end to end implementation process acting in the role of project manager with a focus on customers in our premier segment (100 - 5,000 lives) • Provide consultation and recommendations on optimal administration of the case including case structure design for claims and billing, portal usage, and reporting needs • Develop, communicate, maintain, and manage a detailed project plan for the onboarding process which milestone and deadline success criterion are met or exceeded • Excel in professional presence and finesse with all levels of the customer’s team including senior management • Closely collaborate with Account Management team and various internal business partners to ensure a smooth onboarding process, completion, and transition • May lead team level project and process enhancements or support UAT testing; participate as subject matter expert on department initiatives and handle assigned tasks and assist with Standard operating procedures (SOPs) • May assist with developing training materials or standard operating procedures (SOPs); may deliver some functional training

• Provide proficient knowledge and capabilities in the Sage Intacct Construction suite of applications, including the functional configuration, business processes, and technical architecture • Proactively scopes the technical solution required to address customer requirements, assesses customers’ met and unmet needs, and recommends solutions that optimize value for both the customer and the firm • Proficient in delivering demonstrations of Sage Intacct Construction, showcasing its features and benefits to clients and industry professionals. • Identify client business pains, needs, and requirements, and document in the form of project specifications and deliverables • Manage client engagements and relationships • Will be asked to lead and/or participate in client sales, demonstrations, and implementations of the Sage Intacct Construction suite of applications • Perform fit/gap analysis, process design, solution design, system testing, unit testing, guide user acceptance testing (UAT), support user adoption, training, and go live activities • Provide day-to-day technical application support for client companies • Manage your time between immediate client support needs, ongoing projects, and practice development/sales activities such as demonstrations and creating proposals • Work with RSM and clients to provide project management, change management, scope management, project status reporting, and communicate issues and risks • Perform dashboard and report design • Opportunistically pursues additional business development opportunities within clients. Collaborates with sales to ensure these opportunities are effectively covered and advanced • Work closely with clients in the configuration and migration to new systems • Perform and manage solution integration with Marketplace Partners and other solutions • Manage, mentor, lead, and develop direct report staff and team members on projects • Actively assist with other project-based initiatives on an ad-hoc basis, including quality control review and technology/process optimization of current client base • Optimize use of Sage Intacct system through the following activities: Business process evaluation, Procedure development, System process flow and requirements, QA planning and testing, Creation and oversight of documentation related to standard operating procedures, User training development and deployment, Production support for problems and enhancements resulting from quarterly product releases • Provide technical support to end-users to resolve issues with Sage Intacct use, including escalation through proper channels within RSM and with Sage Intacct support • Perform other duties/projects as required

• Own full P&L responsibility for a $100M+ business, including revenue growth, margin expansion, and operating leverage • Set and execute annual and multi-year operating plans aligned with company strategy • Drive performance across LTV, retention, cohort quality, and contribution margin • Establish rigorous KPI frameworks, operating cadences, and accountability mechanisms • Lead the full DTC growth engine across acquisition, onboarding, engagement, and long-term retention • Partner with Marketing, Analytics, and Product to optimize CAC efficiency, payback, and scale • Oversee pricing, packaging, and monetization strategy across metabolic health and primary care offerings • Identify and scale new programs, service lines, and revenue opportunities • Oversee clinical operations in close partnership with Medical Leadership • Ensure consistent, high-quality, evidence-based care delivery across a national footprint • Balance clinical excellence, patient experience, scalability, and cost efficiency • Maintain compliance with all state, federal, and payer requirements • Partner with Product and Engineering to set and execute roadmap priorities tied to business and clinical outcomes • Champion an integrated patient journey across metabolic health and primary care • Use outcomes data, patient feedback, and operational insights to drive continuous improvement • Ensure strong clinical-product-ops alignment as the platform scales • Lead and develop a senior, cross-functional leadership team across Operations, Clinical, Marketing, Product, CX, and Analytics • Build organizational structure, processes, and talent density appropriate for a $100M+ platform • Foster a culture of ownership, execution, and high standards • Drive change management and organizational maturity as the business scales • Serve as a core operating partner to the Founder & CEO • Translate strategy into executable operating plans and measurable outcomes • Present performance, risks, and opportunities to the Board and executive leadership • Anticipate growth constraints and proactively address operational and clinical bottlenecks