• Collaborate with the Solution Engineer and PA Manager to define the structure and scope of each project, setting clear evaluation criteria and success benchmarks. • Assign projects, ensuring timely delivery while monitoring key metrics such as on-time delivery, accuracy, and overall project quality. • Conduct regular check-ins with project teams to address questions on map structure, data, and workflow. • Manage end-to-end coordination with stakeholders, resolving issues that may affect delivery, ensuring deadlines are met, and providing weekly status updates. • Act as a resource for colleagues throughout the project lifecycle by offering tactical guidance and coaching on best practices, mining, and mapping techniques. • Provide insights and solutions for complex or unique cases/projects. • Ensure all project deliverables meet established quality standards. • Coordinate with Quality Assurance team members pending tasks. • Facilitate weekly planning and sync meetings for your team, delegating tasks, setting priorities, and establishing deadlines. • Contribute to building foundational processes and guardrails for the PA team’s operations. • Develop and refine hiring assessments, including role-specific exercises and interview questions. • Participate in the hiring process. • Conduct performance reviews, provide actionable feedback, and address performance gaps or celebrate successes. • Conduct regular 1:1 meeting to support team members' growth and resolve challenges.

• Support the development of the monitoring scope for risk models, based on mathematical and statistical methodologies; • Execute monitoring procedures for risk models (PD, LGD, EAD); • Assess the integrity of the data used in risk model monitoring; • Apply statistical tests to risk models; • Evaluate the adequacy of the rules and methodologies employed in model development in accordance with current regulations (Resolution 4.966/21); • Monitor the indicators and limits established to track model performance; • Prepare technical and executive reports on risk model performance; • Contribute to the team in developing solutions to improve controls and tools, and in automating operational tasks; • Ensure appropriate responses to internal and external audits and regulatory authorities; • Serve other departments and affiliated cooperatives, acting as a reference and providing technical guidance on key model monitoring indicators; • Share knowledge, promote a risk-aware culture and exchange experiences in a collaborative environment.

• Deliver 4 to 5 online training sessions per day for clients with different profiles, ensuring the implementation of 15–20 clients per month. • Conduct structured onboarding for new clients, from the initial diagnosis through system activation. • Map client processes to ensure alignment with the ERP and with management best practices. • Provide guidance and consultative support for initial platform parameterization and configuration. • Design and deliver training for different user profiles, ensuring clarity, effective teaching and user autonomy in using the system features. • Create and maintain implementation schedules, leading trainings and alignment meetings with clients. • Identify risks, bottlenecks and dependencies, proposing course corrections and practical solutions to keep the project progressing. • Record all stages, decisions, progress and next steps in the CRM to ensure traceability and delivery quality. • Monitor activation, engagement and customer success metrics, taking data-driven actions to secure the "first value" for the client. • Collaborate closely with Sales, Product, Support and Customer Success teams to ensure smooth transitions and continuity of the customer journey. • Collect structured feedback on the customer experience and contribute to continuous improvements in implementation processes.

Role Description The Analyst, Client Experience & Optimization (CERO) supports the intake, triage, and validation of Client Services issues, ensuring accurate routing and visibility into ongoing work. This role maintains documentation, develops process maps, identifies workflow gaps, and assists in implementing improvements that enhance consistency and reduce manual work. The Analyst will be proficient in spreadsheets, workflow tools, and structured data to assess processes, surface improvement opportunities, and support operational efficiency across Client Services. - Support intake review, issue validation, routing, and tracking of client services and cross-departmental issues, projects, and initiatives. - Create and maintain process documentation, SOPs, and workflow maps. - Identify manual or inefficient processes and propose improvement opportunities partnered with the Manager. - Support light analysis such as identifying patterns, recurring issues, or workflow bottlenecks. - Maintain trackers or dashboards providing visibility into Client Services operational activity and partner with Analytics team on broader operational dashboard needs. - Participate in cross-functional planning, problem-solving, and readiness activities that support Client Services. Qualifications - Bachelor’s degree or equivalent experience. - 1–3 years of experience in client services, operations, or process support roles. - Strong documentation, organization, and attention to detail. - Comfort with spreadsheets and workflow tools; interest in process optimization. - Strong communication skills and ability to work across teams. Requirements - Salary Range: $90,000 — $110,000 USD. Benefits - All employees are responsible for adherence to the Capital Rx Code of Conduct including the reporting of non-compliance. - This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals. - Judi Health values a diverse workplace and celebrates the diversity that each employee brings to the table. - We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type.