• Operationalize the HUB: Stand-up core PSP operations including intake pathways, SOPs, training materials, call guides, FAQs, and quality controls. • Translate strategy into execution: Implement program design, pressure-test workflows, and ensure processes perform reliably in real-world conditions. • Partnership & Collaboration: Ensure clear, consistent handoffs across HUB, field teams, and vendor partners. • Ensure systems support operations: Ongoing engagement with technology partners to ensure tools are configured and function to support workflows; identify and resolve gaps quickly. • Establish and manage performance standards: Define SLAs, monitor performance, conduct root-cause analysis, and hold teams and vendors accountable. • Lead day-to-day operations: Lead onboarding, training, and ongoing performance management to drive consistent, high-quality execution. • Drive data integrity and visibility: Define reporting needs and ensure accurate case documentation and data capture to enable visibility into performance, access barriers, and risk. • Embed compliance into execution: Ensure HIPAA adherence, audit readiness, and appropriate controls across all workflows in partnership with Legal and Compliance. • Own launch readiness: Identify operational gaps early, prioritize fixes, and ensure the program is fully functional and resilient for launch readiness.

• Lead Project Consulting initiatives customer projects • Accountable for meeting annual billable target communicated by line manager • Proactive, diligent, and accurate reporting both customer-facing and internal • Expertise in Accounting & Tax, Legal Entity Management, HR and Payroll • Serve as primary point of contact for both customers and HSP partners • Demonstrate exceptional customer-facing skills, relationship management, and project and program management capabilities • Contribute to departmental processes and deliverables • Support related tasks requiring expertise and collaboration

• Creation of Project Plans, rollout/transition plans, RAIDS logs, SteerCo reporting. • Forecasting of Go Live dates in to ensure your projects Go Live on time and in budget. • Liaising with local HSP experts, maintaining good relationships and open communication. • Be a Single Point of Contact (SPOC) for your customers. Lead recurring customer status update calls. • Ensure smooth handovers to BAU operations. • Partner with Sales, Marketing and Operations leadership to identify sales productivity gaps & prioritize work on key initiatives across the global sales team such as process improvements sales pitch training/toolkits, ongoing enablement/learning, sales playbook creation. • Creation of processes and GAP analysis for your customers. • when supporting Onboarding: Onboard portfolio of clients to HSP. These projects can be varied and include, although not limited to, Payroll, Accounting, Entity Management, HR, amongst others. • Additional duties as assigned.

• Client Leadership: Serve as a critical part of the account team for selected strategic clients, ensuring we meet key outcomes and earning trusted-advisor status. • High-Stakes Engagements: Step into complex, high-visibility accounts or initiatives where Panorama needs a skilled operator to stabilize, enhance, or elevate our delivery. • Strategic Problem-Solving: Identify pain points, needs, or opportunities and lead initiatives to design and implement scalable solutions. • Cross-Functional Collaboration: Partner with internal teams (Client Partnerships, Account Management, Product, Engineering, etc.) to align resources and efforts to client goals.