• Independently build and maintain multi-year capacity plans for multiple businesses • Make staffing recommendations and headcount projections • Forecast volumes, work rates, and attrition as needed • Track accuracy and update projections • Work with front line managers to understand monthly performance results • Complete monthly reporting activity for executive presentations • Conduct analytics to identify operational inefficiencies • Gather and validate data, conduct analysis, and present results • Collaborate with peers across the organization to gather results • Identify opportunities for improvement in the capacity planning process

• Establish and continuously refine the operating cadence for the CX organization. • Ensure KPIs, workflows, and review cycles align with strategic goals. • Facilitate and lead sales-focused discussions with Account Executives and key internal stakeholders. • Drive organizational alignment across units through planning cycles, performance checkpoints, and structured communication. • Maintain a centralized repository of business processes. • Analyze workflows to identify opportunities for improvement, simplification, and scalability. • Lead enhancements across Salesforce, SharePoint, Slack, and project management systems. • Partner with cross-functional teams to ensure process changes support both operational efficiency and customer outcomes. • Produce clear, concise weekly, monthly, and quarterly business reporting. • Deliver executive-level insights on risks, dependencies, performance, and initiative progress. • Provide context, recommendations, and interpretation behind trends and data signals. • Develop frameworks for current and emerging metrics aligned to business goals. • Transform quantitative data into actionable insights that enable leadership decision-making. • Define, implement, and maintain KPIs in partnership with functional leaders. • Serve as a trusted internal advisor, providing strategic guidance and operational clarity. • Lead planning, execution, and delivery of complex projects across multiple teams.

• Partner with marketing to understand which acquisitions channels have the highest ROI — and research the market to find other, similar channels and test them at Atticus. • Develop the conceptual framework we’ll use to match clients to the best law firm in our network available (for their case, geography, client and firm preferences, etc.) and work with the data science team to turn it into a reality. • Interview 20 partner law firms to prioritize the next set of features we’ll build, then partner with Design and Product to craft a formal roadmap and mock up wireframes for our next product launch.

• Building the Commercial Data & Systems Foundation • Stand up the end-to-end commercial data and systems ecosystem needed to support launch readiness and ongoing execution. • Establish and evolve the commercial technology foundation, including Salesforce CRM, Salesforce Marketing Cloud, MarTech platforms, consent and identity systems, data warehouse and analytics layers, commercial data integrations, and the broader digital ecosystem. • Design solutions that balance immediate launch requirements with long-term scalability and maintainability. • Own Salesforce CRM as the system of record for commercial execution. • Implement Salesforce Marketing Cloud to enable omnichannel engagement. • Ensure tight integration across CRM, marketing, consent, MLR, analytics, and reporting platforms. • Own the commercial data warehouse strategy, including ingestion, transformation, and readiness for analytics and reporting. • Define and implement master data management (MDM) and data stewardship practices across HCP, HCO, account, and affiliation data. • Integrate and manage commercial data aggregators (e.g., claims, prescription, promotional, and engagement data) into a unified data model. • Design and oversee integration across the full commercial systems landscape, ensuring consistent and reliable data flow between CRM, marketing, and messaging platforms, consent and identity systems, data warehouse and BI tools, and other supporting commercial applications. • Create clear system and data flow documentation and governance to support transparency and scalability. • Design and manage access and roster management workflows that support commercial operations. • Ensure role-based access, user onboarding/offboarding, and territory or roster changes are handled cleanly and consistently. • Align access models with governance, compliance, and commercial needs. • Ensure business systems are designed to support dashboards, reporting, and performance tracking from day one. • Partner with analytics stakeholders to enable BI tools (e.g., Tableau, Power BI) using clean, trusted data. • Build systems that allow leaders and field teams to easily access and act on insights. • Establish practical governance frameworks across systems and data, including User access controls, Data stewardship and ownership, Environment and release management. • Ensure systems support data privacy, consent, and regulatory requirements (HIPAA, GDPR) without creating unnecessary friction. • Translate policy requirements into clear, operational system processes. • Lead implementation sprints and prioritize work based on business impact. • Build and maintain a clear roadmap for data and business systems that evolve with the organization. • Establish repeatable processes that scale as the commercial footprint grows.