• Lead the design and execution of organizational effectiveness strategies • Partner with senior leaders to assess organizational needs • Drive talent management strategies including performance management • Champion change management initiatives • Analyze and report on key metrics • Manage and develop a high-performing global team

• Conduct structured assessments of mental and behavioral health and functioning of oncology patients referred by partner cancer centers and clinics. • Develop treatment plans based on assessment results using Protocol’s evidence-based modular treatment approach. • Implement treatment modules and conduct ongoing progress assessment to guide next steps in care and make changes as indicated by patient progress. • Maintain a patient registry aligned with requirements of the Collaborative Care Model. • Participate in weekly consultation meetings with Protocol’s consulting psychiatrist • Communicate and collaborate with oncology teams about patient progress and recommendations and attend care coordination meetings as needed. • Maintain a patient caseload targeting 65% patient-facing time. • Participate in initial and ongoing training required by Protocol. • Utilize between-session messaging as indicated to support patients. • Engage in ongoing supervision and department meetings. • (If licensed) maintain licensure in home state and obtain licensure in other states as requested by Protocol (licensure costs will be covered by Protocol). • Perform other duties as assigned.

• Act as a compliant subject matter expert (SME) in reimbursement, access, and specialty distribution for assigned geography. • Provide education to HCP offices on coverage status, prior authorization processes, appeals, and alternate funding options for uninsured/underinsured patients. • Build and maintain productive relationships with HCPs, office staff, and health system stakeholders. • Analyze regional and local payer coverage trends, reimbursement criteria, and payer mix. • Provide guidance on specialty pharmacy services and help customers navigate complex distribution channels. • Partner with the Patient Support team to ensure accurate benefit investigations and streamlined patient onboarding. • Collaborate with internal partners to build local access strategies aligned with business objectives. • Develop and execute territory-level business plans using strategic customer insights. • Participate in field-based problem-solving, including reimbursement issue resolution and case escalation when needed. • Identify process improvements and innovations to enhance patient access and provider satisfaction. • Maintain compliance with legal, regulatory, and company policies, especially those governing patient privacy and promotional conduct.

• Lead the annual fundraising planning process, translating historical performance and pipeline data into clear revenue outcomes and strategic assumptions. • Serve as a strategic analytical partner to senior leadership through reports and spreadsheets, helping them derive actionable insights from data. • Identify technical improvements year over year and create and drive solutions. • Design and maintain performance reporting that promotes accountability and timely course-correction across the Development team. • Collaborate with finance team to build detailed full-year revenue projections, aligned with current and historic pipeline performance. • Lead monthly and annual pipeline / revenue reviews, synthesizing data into clear narratives and recommended actions for leadership. • Identify emergent technical issues and create and drive solutions within existing systems and processes. • Track progress and promote accountability of development team members. • Collaborate with finance team to update existing revenue projections. • Build and continuously improve reporting in CRMs and google sheets, increasing the speed, clarity, and confidence with which organizational financial health can be assessed. • Build and improve forms, reports, and dashboards to increase development, community engagement and alumni, and corporate partnerships team members’ access to and utilization of Thrive’s data systems. • Identify barriers to data adoption and proactively drive solutions that increase usability. • Deepen use of existing tools and increase automation. • Conduct all gift processing, acknowledgments, and processing payments for the Development Team. • Own the integrity, analysis, and reporting of donor and prospect data, regularly auditing for quality and surfacing insights that inform cultivation and solicitation strategy. • Pull customized reports and donor lists for evaluation of prospects, updated revenue projections and other Development outreach, including regional events and donor communication. • Lead implementation and ongoing training efforts to plan, test, deploy, and support systems or tools as they are introduced. • Mentor and supervise staff in operational roles in systems utilization and data reporting. • Support sustained training that helps staff not just access data, but understand, interpret, and apply insights in their day-to-day work. • Oversee administration of the organization’s primary fundraising and CRM systems (currently Salesforce), ensuring data structures, permissions, and automations support accurate reporting and strategic analysis. • Lead and manage processes to solve complex business problems, develop innovative solutions, and ensure data collection and management that serves fundraising execution and success.