• Define, operationalize, and continuously refine the company’s growth strategy across employer-sponsored pharmacy and benefits administration markets • Collaborate with Sales, Product, and Marketing to translate go-to-market strategies into scalable processes and repeatable playbooks that drive adoption and revenue growth • Lead initiatives that improve market positioning, customer engagement, and solution differentiation in a competitive PBM and benefits landscape • Partner with Finance and Product teams to model ROI, business cases, and financial outcomes of growth initiatives • Ensure alignment between commercial strategy, client operations, and implementation functions to deliver a consistent employer experience • Design and implement external-facing business processes that support the delivery of PBM and benefits administration services directly to employers • Build standardized workflows for client onboarding, pricing, contracting, benefit setup, and ongoing account management • Apply process design methodologies to ensure scalability, compliance, and operational efficiency • Partner with technology teams to automate key functions and improve data integrity, visibility, and reporting accuracy • Continuously assess and refine enterprise processes to enhance speed to market and client satisfaction • Collaborate with Marketing and Product leaders to refine value propositions, service offerings, and differentiators for the employer market • Define go-to-market readiness criteria for new products and services, ensuring alignment across operational, compliance, and client service teams • Lead cross-functional launch plans, coordinating timelines, enablement materials, and communication strategies • Establish a framework for performance tracking across all GTM initiatives, including pipeline conversion, client activation, and retention metrics • Develop and manage Key Performance Indicators (KPIs) and dashboards to track progress against enterprise goals, growth targets, and project milestones • Implement governance processes for ongoing performance reporting and accountability across departments • Present executive-level insights on strategic initiatives, identifying risks, dependencies, and opportunities for acceleration • Foster a data-driven culture of continuous improvement and transparency across business units • Lead, mentor, and empower teams in growth operations, process design, and enablement • Promote collaboration across Sales, Operations, Product, and Client Success to ensure alignment and operational readiness • Serve as a trusted advisor to senior leadership, providing actionable insights to guide strategic decision-making.

• Build and own an always-on outbound marketing engine that consistently books meetings for Sales • Identify where our buyers are, how they think, and what messaging converts them • Work with Engineering and Sales Ops to scrape, enrich, and segment prospect lists by ICP and territory • Design and run continuous A/B tests on 1:1 cold email copy and hooks (compliance deadlines, new role triggers, competitive displacement, ROI pain points, etc.) • Architect an AI-assisted outbound system that continuously tests, learns, and improves performance • Ensure all outbound programs are compliant with email and data regulations • Own MQL generation across inbound and outbound channels and be goaled on meetings booked • Partner with our ads agency to improve inbound lead quality, conversion rates, and overall lead flow • Improve website conversion through copy testing, module changes, CTA optimization, and landing page experiments • Lead the creation of territory playbooks to launch and scale city- and state-level GTM motions • Run ABM-style experiments by warming selected account lists through digital and/or out-of-home campaigns and measuring uplift in conversion from brand presence and familiarity • Build territory- and vertical-specific landing pages with tailored messaging • Write high-performing copy across cold email, landing pages, ads, and core website flows • Own and optimize the GTM tool stack and reporting to clearly track performance, learnings, and ROI • Partner closely with Sales to improve meeting quality and conversion to pipeline

• Lead and mentor marketing services teams, fostering a culture of continuous improvement and professional development. • Execute billable client work as needed. • Develop and oversee the execution of data-driven, integrated, client-focused marketing strategies that align with business objectives and drive measurable success. • Ensure quality control over client deliverables, focusing on strategic insights, accuracy, and alignment with objectives. • Act as a point of escalation for client issues, ensuring swift and effective mitigation and resolution. • Build and maintain strong relationships with high-profile clients, serving as a strategic advisor and ensuring their marketing objectives are met and opportunities are identified to cross-sell/upsell. • Identify gaps in processes, inefficiencies, and areas for improvement in service delivery to enhance operational efficiency and client satisfaction. • Implement best practices and scalable processes to streamline workflows and improve overall service quality. • Ensure, through team accountability, that client expectations are clearly defined and consistently achieved, with a focus on meeting or exceeding agreed-upon goals and KPIs. • Conduct formal business reviews (aka QBRs) with clients, providing insights on performance and future strategies, while ensuring ongoing alignment with their goals. • Manage client contract renewals, proactively managing timelines and engaging clients to ensure long-term partnerships. • Manage resource allocation and team capacity to ensure profitability and the timely and successful delivery of projects. • Review client satisfaction scores (CSAT) regularly, addressing any issues proactively and driving improvements where needed. • Stay current with industry trends, tools, and best practices, guiding the team in adopting innovative approaches. • Participate in sales cycles as a Subject Matter Expert (SME). • Collaborate with executive leadership to identify opportunities for new service lines and revenue streams based on client needs and market trends. • Assist in the development, testing, and go-to-market strategies for new service offerings, ensuring alignment with the agency's growth objectives.

• Take ownership of the UA team (both web and mobile) • Establish and optimize media-buying processes across the main channels (primary: Meta & Google) • Develop and upskill the web/social team • Automate teamwork through in-house and third-party solutions • Manage marketing budgets of $1M+ to ensure cost-effective allocation and ROI