• Support business growth by managing strategic client implementations and delivery as set forth by the senior leadership team. • Creating and managing detailed project plans, including defining necessary work packages, responsibilities, and key milestones. • Coordinate people and processes to ensure that projects are delivered on time and produce the desired results. Point of contact for everything involving a project’s organization and timeline. • Facilitate and lead client project kick-off, along with managing effective email and conference call communication with Client, Account Managers, Sales Team and Implementation Analyst throughout duration of project. • Meet with clients/vendor/partners/internal stakeholders to gather and clarify specific requirements of each project. • Responsible for/Oversees the translating of working business requirements into technical specification documents. • Identification, recording and management of all project risks and issues. Reporting these to the to the business and project specific stakeholders. • Organize and run internal and external (weekly) update calls to coordinate deal execution. • Prepare and present weekly progress reports to inform key management of project status. • Escalate issues and delays in the project delivery to management as needed. • the configuration or customization of new clients per the requirements presented by Operations Management and/or the Sales Team as well as tests and troubleshoots final system setups. • Stay current with payment industry regulations and client trends and maintain a strong knowledge of Transcard products, APIs and services. • Educate and train clients on best practices for all supported services. • Conduct testing and confirmation on all client implementations. • Collect and review new product requirements and initiate development with the IT department. • Solve difficult problems in a collaborative way with internal teams. • Develop and maintain documentation around processes. • Take ownership and accountability for the resolution of operational support issues. • Help clients through email, phone, online presentations, screen-share and in person meetings.

• Help radiation oncology clinics successfully adopt and optimize Radformation’s software • Turn complex clinical and technical situations into well-ordered plans of action • Work closely with clinics, internal product teams, sales, IT, and engineering • Deliver seamless implementations and provide training • Support best-practice workflows that improve efficiency and patient safety nationwide • Provide custom demonstrations of Radformation software to prospective customers • Collaborate with IT teams to prepare clinics for software installation • Provide new user training to newly installed clinics • Work directly with clinics to understand their challenges and provide solutions • Host webinars to answer clinic questions and highlight product features • Test new versions of software to support development and quality assurance efforts • Develop training materials for distribution to clinics • Travel to trade shows and represent Radformation across North America, as needed

• Strategic advisor for a portfolio of Anaplan implementations, focused on translating complex business requirements into scalable solutions. • Close collaboration with Sales, Pre-Sales and Customer Success to ensure a smooth handover from proposal to delivery phase. • Trusted executive advisor on governance, change management, project scope and long-term value realization. • C-level relationship management as a trusted, non-sales-driven point of contact. • End-to-end program oversight and quality control across internal teams, delivery partners and client stakeholders. • Lead complex programs with clear control over scope, risks, budget and quality. • Early intervention in at-risk projects with quality or delivery issues to stabilize and steer them back to success.

• Serve as the primary point of contact for brokers and employer groups • Build strong relationships and maintain ongoing communication regarding timelines, deliverables, renewal schedules, and issue resolution • Coordinate benefit changes, product updates, carrier documentation, and renewal guidance • Support strategic discussions to help brokers expand voluntary and ancillary benefit offerings • Partner closely with NEP’s Implementation team to ensure smooth onboarding of new groups • Gather required documents, census files, plan details, and carrier approvals • Assist with benefit administration system setup on Employee Navigator, Ease, Selerix, or Optix • Track implementation progress and communicate status updates to brokers and internal teams • Support enrollment planning with NEP’s Enrollment Operations team • Help finalize timelines, campaign strategies, counselor assignments, and communication materials • Ensure all technology, eligibility files, and plan builds are aligned ahead of enrollment dates • Assist in resolving post-enrollment issues, data discrepancies, and carrier file concerns