• Own and enhance our core planning and capacity models in Pigment • Maintain workforce planning infrastructure: headcount models, territory capacity, role-based productivity assumptions • Build scalable, self-service planning processes that reduce manual coordination • Document model logic, assumptions, and data flows to enable cross-functional understanding • Define and measure capacity across all GTM teams: Sales, SE, CX, SDR, and Partners • Analyze rep productivity metrics: deal cycle time, win rates, pipeline generation, attainment trends • Build standard reporting on GTM performance to support planning decisions and operational targets • Identify trends in productivity and capacity utilization to inform hiring and territory planning • Partner with Data team to identify gaps in reporting infrastructure and build scalable solutions • Work with Field Ops team to translate operational needs into planning models and metrics • Interface with Finance on headcount planning, quota attainment, and capacity forecasting • Support Manager of Strategy & Planning on strategic questions from GTM leadership: market segmentation, vertical performance, pricing scenarios, territory adjustments • Document data models, business logic, and metric definitions so stakeholders can answer their own questions • Translate analysis into clear, decision-oriented narratives for leadership—explain what's happening, why it matters, and what to do about it

• Support the administration of global assignments across the full assignment lifecycle • Provide guidance on global mobility programs, policies, and procedures • Assist with assignment pricing elements such as allowances and incentives • Serve as a primary point of contact for assigned business groups • Prepare and maintain international assignment documentation • Coordinate with HR, Payroll, Tax, Finance, Legal, and external vendors • Support development of training materials and informational resources • Support immigration and entry requirements including visas, work permits, residency, and SOFA processes • Assist in ensuring compliance with company policies and host-country statutory requirements • Perform expatriate administration activities including relocation coordination and allowance support • Maintain accurate global mobility data and support data quality reviews • Assist with updates to operating procedures and process improvements • Participate in project work as assigned to ensure that internal processes that support programs are optimized and efficient.

• Analyze Consumer Credit Risks: Review and underwrite unsecured consumer loan applications through our provider network to find opportunities to increase approval rates and credit limits while minimizing losses. • Technical Capabilities: Solid understanding time series analysis, consumer credit behavior, and statistical concepts. • Portfolio Evaluation: Monitor the performance of our loan portfolio, identifying early delinquency trends and assisting in the preparation of monthly and quarterly credit risk evaluations. • Organizational Collaboration: Work with the Data Science and other teams within PatientFi to collaborate on new initiatives, deploy new credit changes and find portfolio improvements. • Policy & Compliance: Ensure all underwriting decisions strictly adhere to PatientFi’s internal credit policies as well as applicable state and federal regulations (i.e. FCRA, ECOA/Reg B, UDAAP, TILA/Reg Z).

• Troubleshoot and resolve basic API issues utilizing company systems, tools and support processes with assistance and direct oversight from team members • Be accountable for customer requests; maintain ownership of requests and follow through consistently with resolution • Provide regular and frequent communication with customers; ensure customer is fully aware as to the status of the issue • Compose internal documentation that would fully reflect all activity related to resolution of API support request • Assist customers in troubleshooting problems, diagnosing issues with software installation and application, identifying root-cause and offering solutions • Interact with clients via our ticketing system, phone, video conference, email, or chat to ensure their issues are resolved in a timely manner, escalating issues as appropriate • Partner with internal technical teams (product management, engineering, dev ops, and cloud ops) to resolve problems with configuration/code, software bugs, performance, and system failures • Document the knowledge base of recurring issues • Take part in improving the documentation (after the customers' feedback) and/or fixing bugs (to expedite the resolution of customers' issues and to avoid waiting for too long that the Dev team provides a fix) • Participating in the after-hours on-call rotation