• Own the end-to-end customer journey for key provider accounts, facilitating a smooth onboarding process, driving product adoption, and serving as their main point of contact. • Lead strategic customer engagements, including quarterly business reviews and workshops, to establish clear objectives and demonstrate Pearl’s value. • Drive the successful integration of our technology tools into customer workflows through effective education and practice transformation support. • Analyze performance data to identify cost drivers and collaborate with provider partners to develop optimal strategies for referrals and care management. • Collaborate with internal Practice Transformation, Data Science, and ACO Operations teams to deliver insights that optimize provider performance and success. • Partner with our CS Operations and Growth teams to secure contract renewals and drive account expansion. • Develop compelling, data-backed narratives with the Customer Marketing team to effectively communicate business updates and establish Pearl’s value.

• Lead Client Relationship & Delivery Success • Oversee the transition from implementation to PPS, ensuring a seamless handoff, complete documentation and operational readiness. • Serve as the primary point of contact for assigned clients, helping ensure they stay supported, informed, and able to realize the full benefit of their Coupa investment. • Build influential relationships with client stakeholders to understand their strategic priorities and how CrossCountry’s solutions can best support them. • Coordinate issue resolution, support requests, and internal escalation management to drive a frictionless client experience. • Drive Client Adoption, Value and Growth • Monitor adoption trends and KPIs to proactively address risks and identify opportunities to increase ROI. • Lead semi-annual business reviews with clients to evaluate performance, share insights, and align future needs and roadmap. • Identify and qualify opportunities to upsell additional software licenses, modules, advisory and/or post-production services. • Partner with internal teams (Sales, Delivery, PPS) to execute timely renewals, negotiate scope changes, and support expansion conversations. • Enable Operational Excellence • Maintain accurate and timely documentation of client activity, risks, opportunities and account health in Salesforce. • Collaborate with cross-functional teams to ensure coordinated service delivery and alignment with client strategies. • Contribute to continuous improvement by developing client success best practices, playbooks and refined onboarding processes. • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.

• Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals • Provide client support to senior members of the team during implementation, business reviews, instance reviews, and other BAU tasks to support an outstanding client experience • Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities • Provide continuing education and insights to clients relating to product updates, Addepar’s product roadmap, as well as review product usage patterns • Assist in the identification of new revenue opportunities for the Account Manager and Product Specialists, and participate in presentations to clients, including but not limited to: new projects, additional Addepar products or partner solutions • Advocate for clients, building strong working relationships with cross-functional teams to ensure client success

• Collaborate with Account Executives to design and present tailored solutions, addressing each customer’s technical and business needs. • Deliver high-impact demos, workshops, and proofs-of-concept (POCs) that demonstrate how Legit integrates with customer environments (CI/CD, SCM, cloud, etc.). • Translate complex requirements into architectural blueprints, aligning Legit capabilities with customer workflows and security objectives. • Serve as the technical voice in sales cycles, building confidence across security, DevOps, Dev Orgs, and executive stakeholders. • Lead onboarding and technical enablement for new customers, ensuring rapid time to value. • Act as a trusted advisor and escalation point, guiding best practices in secure software supply chain management. • Partner with the customer to drive adoption, expansion, and retention, identifying opportunities for upsell and deeper integration. • Conduct Quarterly Business Reviews (QBRs) with technical and executive audiences, highlighting ROI, risk reduction, and next-phase initiatives. • Advocate for customer needs with Product and Engineering, shaping roadmap priorities based on real-world insights. • Contribute to solution playbooks, architecture diagrams, and best-practice guides used across the customer lifecycle.