• The Associate Manager, Advanced Analytics will work closely with the CEO and other C-level executives to drive high-impact analyses that influence decision-making. • You will own key analytics workstreams across portfolio, pricing, and operations—connecting internal and external data to surface emerging risks and opportunities, translating insights into clear recommendations, and improving analytical infrastructure and reporting. • Lead portfolio performance and risk-trend analyses, incorporating macroeconomic context and translating results into business recommendations. • Provide insights beyond core datasets by triangulating quantitative findings with customer behavior, operational signals, and market dynamics. • Lead risk-based pricing strategy and model development to optimize expected loss, yield, and unit economics across acquisitions and originations. • Monitor pricing performance (mix shift, loss curves, contribution margin) and drive tests/guardrails to improve outcomes. • Set strategy and KPIs to improve funder, underwriting, and servicing effectiveness across key credit dimensions. • Drive initiatives to reduce delinquency, losses, and roll-rates—translating analyses into prioritized action plans with clear owners. • Partner with operations leaders to design and measure collection and servicing strategies, scaling what works through experimentation. • Standardize and automate reporting and data quality monitoring; establish governance for definitions, metrics, and recurring business reviews. • Lead analytics workstreams by prioritizing deliverables, coordinating across stakeholders, and ensuring high-quality, timely execution. • Partner with Technology/Data Engineering to define the data and tool roadmap (warehouse/BI/ML enablement) and deliver scalable, AI-ready datasets. • Align with Risk on underwriting, credit strategy, and risk-based pricing—setting guardrails, monitoring model performance, and driving iterative improvements. • Partner with Sales to provide analytics support for program enhancements (performance readouts, opportunity sizing, and measurement of impact.)

• Provide leadership and operational expertise in the execution of one or more Phase I–III clinical trials across the European region. • Ensure operational excellence in trial conduct and site performance. • Serve as the primary Summit operational point of contact for assigned clinical trial sites. • Drive study start-up efficiency and maintain high standards of performance and quality throughout the study lifecycle. • Act as a strategic partner to sites and study teams to deliver a concierge-level experience to our clinical trial sites. • Track key performance metrics to assess site progress, mitigate potential risks, and implement corrective actions.

• Provide leadership and operational expertise in the execution of Phase I–III clinical trials across the US. • Serve as the main operational contact for assigned clinical trial sites across the Tri-State area. • Provide leadership and oversight for all operational aspects of site performance, from feasibility through study closeout. • Recommend sites based on indication, experience, capabilities, and local knowledge. • Drive efficiency in study start-up and expedite site activation timelines. • Maintain deep knowledge of site capabilities, processes, and requirements. • Act as a facilitator between Summit functions and site teams for communication and coordination. • Track key performance metrics to assess site progress, mitigate potential risks, and implement corrective actions.

Role Description Charlie Health is one of the fastest-growing startups in the healthcare industry, working tirelessly to connect people everywhere to life-saving mental health treatment. Our mission is to connect the world to life-saving behavioral health treatment through personalized, virtual care rooted in connection. We’re building a team of passionate leaders committed to transforming behavioral healthcare and improving outcomes for communities everywhere. In this position, you will foster strong relationships with EAP providers, unions, corporate employers, and workplace wellness programs to connect employees and their families to Charlie Health’s services. This role focuses on building meaningful relationships, strengthening referral pathways, and ensuring that employees and their families can easily access Charlie Health’s Intensive Outpatient Programming. You will serve as a trusted partner and educator to workforce stakeholders, identifying needs, reducing barriers to care, and ensuring seamless collaboration across partnerships. You will be responsible for educating key stakeholders about our offerings, addressing access barriers, and designing programs tailored to the unique mental health needs of employee populations. This position requires purpose-driven individuals who can effectively communicate the value of our services within the corporate ecosystem. While this work can be complex, every interaction you have will contribute to the well-being of employees and their families nationwide. In your role, you’ll have unparalleled responsibility while collaborating with sharp, spirited, and ambitious coworkers. You’ll also receive competitive benefits, ensuring you have the resources to thrive both personally and professionally. We’re a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you’re inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities - Develop and operationalize a go-to-market strategy specifically focused on Labor, Union, and Employer corporate partners - Create, build, and manage relationships with key Labor, Union, EAP stakeholders, HR leaders, and benefits managers across priority markets - Conduct cold outreach, host educational meetings, presentations, and outreach activities aimed at raising awareness of Charlie Health’s mental health resources - Conduct in-person field outreach (3–4 days/week), leading meetings with employer-based stakeholders and community partners. - Identify challenges in mental health access within corporate environments and collaborate with EAP providers to overcome barriers. - Design tailored outreach strategies to engage and support HR teams, wellness coordinators, and employee resource groups - Deepen Charlie Health’s penetration across existing Labor, Union, and Employer partnerships and collaborate on long-term initiatives - Attend and lead educational events, presentations, and outreach efforts for HR teams, corporate partners, and EAP providers to maintain engagement - Synthesize and share feedback from Labor, Union, and EAP partners and stakeholders to inform the company's marketing and product strategies - Work closely with internal teams, including marketing, product, client success, and legal, to achieve go-to-market goals in the Employer channel Requirements - Must reside in Florida or Georgia - You have 5-8+ years proven sales experience - owning & overachieving KPIs is a plus - Experience working with or selling to unions, employers, and Employee Assistance Programs (EAPs) - Must thrive in a fast-paced, startup environment; highly self-initiated with a strong desire to win - Ability to build relationships, educate, and collaborate with Labor, Union, and Employer leaders and corporate partners - Ability to travel regionally; must have reliable transportation and a valid driver’s license - Ability to energize, advise & persuade senior corporate personnel - Exceptional ability to energize, advise, and influence senior corporate and organizational leaders - Strong interpersonal, relationship-building, and listening skills with a natural consultative approach - Strong project management skills with demonstrated ability to manage multiple priorities in a fast-moving environment - Experience with Microsoft Office, Salesforce, and Zoom preferred Benefits - Comprehensive benefits to all full-time, exempt employees - Total target base compensation between $70,000 and $93,000 per year - Target performance-based bonus - Target total cash compensation range, including potential bonus, between $92,000 and $120,000 per year - Cash compensation is part of the total compensation package, which may include stock options and other Charlie Health-sponsored benefits