• Partner with executives, functional leaders, and teams to identify high-value automation and workflow optimization opportunities. • Map, design, and prototype AI-driven workflows using tools like n8n, Gumloop, Zapier, or similar platforms. • Build and deploy automation pilots that streamline internal processes, reduce costs, or improve employee experience. • Teach teams how to build and maintain their own automations — driving sustainable AI fluency across Invoca. • Stay current with the fast-moving AI tools market, including LLMs (ChatGPT, Claude, Gemini), task-oriented agents, and automation technologies. • Collaborate with IT, Data, and Operations to ensure automations are secure, scalable, and integrated with Invoca systems. • Develop and maintain documentation, playbooks, and experiment frameworks for automation best practices. • Measure and communicate impact, including time savings, adoption, and operational efficiency improvements.

• Own customer success from post-sales handoff through post-go-live • Define and align success metrics, ROI targets, and usage KPIs • Track efficiency gains, accuracy improvements, cost savings, and experience impact • Communicate outcomes through QBRs, exec readouts, and customer newsletters • Own regular customer readouts of AI usage patterns, adoption trends, and workflow performance • Analyze false positives, false negatives, failures, and negative feedback across agent behavior, integrations, and UX • Separate system gaps vs. process, training, or expectation issues • Partner with Value Engineering and AI Implementation teams to drive prioritized improvements across agents, orchestration, prompts, UX, and integrations • Design and execute change-management and rollout plans with customer leadership • Drive adoption across teams, roles, and geographies • Serve as the first escalation point during implementation, go-live, and hypercare • Manage communication across business, IT, security, and executive stakeholders • Identify opportunities for additional SOWs and new use cases • Consultatively sell outcomes using Challenger-style methodologies • Act as the voice of the customer to Product and Engineering • Translate VOC, usage data, and failure patterns into actionable insights

• Supports the design, testing, deployment, and continuous improvement of AI‑enabled solutions that enhance patient recruitment, clinical operations, quality, and business workflows across a multi‑site clinical research network. • Focuses on applied AI, especially LLM‑enabled workflows, automation, and decision support—ensuring solutions are reliable, explainable, compliant, and usable by support and site-based teams. • Partners with operations, quality/QA, recruitment, finance, and IT to identify AI opportunities, translate them into testable solutions, evaluate performance, operationalize them safely in a regulated environment (HIPAA/GCP/21 CFR expectations).

Role Description IIX is seeking a Senior Vice President / Associate Director as Head of Innovation, to lead IIX Fintech, a newly integrated vertical that brings together three core platforms: - IIX Values™ – impact measurement, ESG, and data analytics platform - Impact Partners™ – enterprise engagement and investor connectivity platform - IIX Institute™ – knowledge, training, and capacity-building arm IIX Fintech will serve as the strategic bridge between IIX's Asset Management and Advisory businesses, ensuring that data, technology, and knowledge systems drive both investment performance and advisory excellence. This is a senior leadership role requiring a unique combination of business acumen, systems thinking, and execution capability. The successful candidate will unify these platforms into a coherent, revenue-generating, and scalable business line. Key Responsibilities - Strategic Leadership & Integration - Build and lead IIX Fintech as a cohesive business unit, integrating Values, Impact Partners, and Institute into a unified strategy - Position IIX Fintech as the connective tissue between Asset Management and Advisory, ensuring seamless flow of data, insights, and client solutions - Develop and execute a 3–5 year growth strategy for IIX Fintech, aligned with IIX's broader vision of scaling Orange Capital markets - Business Development & Revenue Growth - Drive the commercialization of all three platforms, creating clear revenue streams and client offerings - Design and package end-to-end solutions for corporates, financial institutions, governments, and development partners - Identify new market opportunities, partnerships, and clients to scale platform adoption globally - Product & Platform Development - Oversee continued development and enhancement of: - Data analytics and impact measurement tools (IIX Values™) - Digital engagement and marketplace capabilities (Impact Partners™) - Training, certification, and thought leadership programs (IIX Institute™) - Ensure platforms are market-relevant, user-centric, and scalable across geographies - Work closely with tech and analytics teams to translate business needs into product innovation - Team Leadership & Organizational Building - Lead and manage a globally distributed team across technology, analytics, and training functions - Rebuild and strengthen the IIX Institute into a leading global knowledge hub - Foster a culture of collaboration, accountability, and innovation across teams - Recruit, mentor, and retain top talent aligned with IIX's mission and PREM values - Cross-Functional Collaboration - Partner closely with: - Asset Management team to embed data and analytics into investment strategies and reporting - Advisory team to deliver integrated solutions for clients and governments - Ensure IIX Fintech enhances both capital mobilization efforts and policy advisory outcomes - Operational Excellence - Establish clear KPIs, performance metrics, and reporting structures for the Fintech vertical - Ensure efficient delivery across platforms, maintaining high-quality outputs and client satisfaction - Oversee budgets, resource allocation, and financial sustainability of the unit Qualifications - 15–18+ years of experience across fintech, impact investing, consulting, or digital platform businesses - Proven track record of building and scaling business units or platforms - Strong understanding of financial markets, ESG/impact measurement, and emerging markets - Experience working across technology, analytics, and business development functions Requirements - Strong commercial mindset with ability to translate innovation into revenue - Demonstrated ability to lead diverse, remote, and cross-functional teams - Strategic thinker with hands-on execution capability - Excellent stakeholder management skills across private sector, governments, and development partners - Ability to operate in a fast-paced, entrepreneurial environment Personal Attributes - Deep alignment with IIX's mission of inclusive finance, gender equality, and climate action - A systems builder who can connect ideas, people, and platforms into a unified whole - Resilient, adaptable, and driven—comfortable navigating ambiguity and building from the ground up Preferred Qualifications - Bachelor's or Master's degree in Data Science, Computer Science, Business Administration, or related fields - 10+ years of experience in platform management, data analytics, and digital product development - Expertise in strategic thinking, execution, and product innovation - Strong understanding of data analytics, visualization tools (e.g., Python, R, SQL, Tableau), and UI/UX principles - Experience working with ESG frameworks, impact investing, and sustainable finance - Ability to manage cross-functional teams and drive stakeholder engagement - Familiarity with data privacy, security regulations, and compliance standards Why Join IIX? - Hands-on exposure to impact investing and sustainable finance - Opportunity to drive global change in gender equality and climate action - Fast-track professional growth with training, mentorship, and leadership opportunities - Work with leading institutions – from UN agencies to top financial institutions Application Process - Submit your resume and a cover letter detailing your experience, skills, and motivation for applying - Highlight relevant projects related to strategic partnerships, data analytics, and ESG frameworks - Only shortlisted candidates will be contacted - Your personal data will be used strictly for recruitment purposes