• Serve as a primary point of contact for U.S. and global benefits inquiries, providing timely and accurate guidance to employees. • Partner with vendors for annual U.S. Open Enrollment activities, including reviewing communications, validating system configuration, and assisting with enrollment system testing. • Assist with documentation and analysis of benefit processes; identify opportunities for improvement and support implementation of enhancements. • Conduct monthly benefits and risk insurance reconciliation and auditing to ensure accuracy of carrier files, payroll deductions, and enrollments. • Partner with payroll and third-party administrators to resolve discrepancies, research claims issues, and ensure timely benefits deductions and funding. • Review and approve employee benefit elections in Workday while ensuring alignment with eligibility rules and plan provisions. • Responsible for managing leaves of absence and workplace accommodations in partnership with our leave administration vendor and internal partners. • Prepare materials, data, and documentation to support compliance activities such as ACA reporting (e.g., 1095-C). • Responsible for wellness initiatives, benefits education campaigns, and creative communications to improve employee awareness and utilization of programs. • Participate in HR system testing and updates in Workday as needed for benefit configuration changes, life event updates, and annual cycle activities.

• Collaborate with Sales and Finance to create custom deal structures • Lead the development, implementation, and maintenance of pricing strategies • Manage the deal desk process end-to-end • Continuously improve the deal review and approval process • Partner with Sales, Finance, Legal, and Product teams • Provide actionable insights and detailed reporting • Equip the sales team with tools, training, and guidance

• Own execution of territory assignments across all sales roles and geographies. • Maintain alignment with fiscal year segmentation rules and sales policies. • Partner with Strategy & Planning to support annual and in-year territory design, balancing growth potential and rep coverage. • Operate as the lead SME for Salesforce territory routing logic, resolving edge cases and field escalations. • Review and resolve account creation and routing exceptions, ensuring proper ownership and assignment per policy. • Monitor list views, routing queues, and account overlap to proactively flag ownership or segmentation conflicts. • Interpret and enforce Alteryx GTM policies on segmentation, ownership, and routing. • Manage territory and lead-related escalations in partnership with Sales Leadership and Commissions. • Maintain and update process documentation for routing logic, assignment rules, and exception workflows. • Maintain and improve dashboards and data views in Salesforce to monitor territory integrity, assignment gaps, and routing health. • Partner with Business Systems to test and validate lead routing, territory overlays, and assignment automations. • Contribute to roadmap development for systems and tools that enable territory and lead management at scale.

• Configure and support financial applications within the Epic electronic health record (EHR) software • Serve as a liaison between system end-users, operational leaders, additional support resources and vendors • Design, build and optimize their assigned applications in a timely and high-quality manner • Provide application support and optimization • Analyze business issues/requirements and workflows • Collaborate with customers contributing to the analysis, testing, and documentation • Participate in planning, implementation and go-live activities • Gather specifications, discovery questions, capturing process gaps • Demonstrate Epic foundation build and workflow design, and tracking risk/issues and requests • Actively monitor assigned support tickets, document activities thoroughly