• Manage routing and tracking of promotional materials through the review process (from submission to final approval). • Align on reviewer expectations, timing, prioritization, and cross functional readiness. • Serve as the meeting facilitator for the material review meetings, setting agendas and managing post-review outcomes (such as: resubmissions and approval documentation). • Ensure requested changes are captured and material sponsors and agency partners take responsibility to ensure changes are pulled through on materials. • Develop strong expertise in submission platforms (e.g., Veeva), and approval workflows. • Works with the marketing operations leader to guide and train promotional material sponsors and agencies on submitting compliant materials, review timelines, and planning approvals. • Works with the team and senior management when there is agreement to escalate materials for additional discussions by following established escalation procedures. • Collaborate with the marketing operations leader, material sponsors and agencies on final distribution requirements for print and digital materials. • Partner with operations leader and Regulatory Reviewer to ensure workflows for 2253 submissions are in place and track submission status. • Work closely with marketing and field sales to ensure materials are not distributed until final approval for distribution is granted following 2253 submission (if required). • Partner with marketing operations leader (and other key stakeholders) to update workflows, SOPs, and quality controls for promotional review.

Role Description The Associate, Strategy & Expansion is a critical member of the growth team, reporting to the Associate Director of Strategy. This role works closely with the Chief Growth Officer, Chief Financial Officer, and other leaders to shape and execute WelbeHealth’s near and long-term growth strategies. The Associate, Strategy & Expansion will lead key projects including: - Evaluating new market opportunities - Developing go-to-market strategies - Improving existing market growth opportunities - Supporting site launches This role is different because the Associate, Strategy & Expansion at WelbeHealth: - Directly shapes WelbeHealth’s growth strategy by evaluating new markets, assessing financial and demographic opportunities, and helping determine where and how we expand PACE to serve more seniors. - Operates as a strategic partner to executive leadership, translating complex data into clear, actionable insights and presenting recommendations to senior leaders, including the CFO, CGO, and broader executive team. On the day-to-day, you will: - Lead the evaluation of new market growth opportunities to inform overall future growth. - Develop go-to-market strategies for each new center. - Synthesize insights on existing center growth performance and present findings to Marketing, Outreach and Enrollment (MOE) and Operations leadership teams. - Analyze existing WelbeHealth center enrollment performance and areas of unmet need. - Drive high-priority projects from concept to completion. - Balance multiple workstreams, providing actionable insights and maintaining clear communication with stakeholders. Qualifications - Minimum of two (2) to four (4) years of experience in a strategy, finance, or business role; experience in healthcare, managed care, or senior care is highly desired. - Proficiency in Microsoft Excel and PowerPoint, with demonstrated ability to deliver sharp, high-quality analyses and presentations. - Strong data analysis skills, with experience using tools like Excel, Power BI, Tableau, and Access to evaluate and manipulate data. - Proven ability to translate granular data into actionable insights for executive-level audiences. - Ability to leverage AI tools for data analysis and aggregation, market research, and workflow automation. - Strong written and verbal communication skills to inform and influence cross-functional stakeholders, including senior leadership. - Ability to build strong relationships across a matrixed organization while remaining self-motivated and independently capable of driving projects forward. - Fully remote role; candidates can be located anywhere in the US, but preference for East Coast/NYC-based. Requirements - Analytical, resourceful, and mission-driven. - Ability to turn data into strategy and drive high-impact growth initiatives that expand access to care for underserved seniors. Benefits - Medical insurance coverage (Medical, Dental, Vision). - Work/life balance - 17 days of personal time off (PTO), 12 holidays observed annually, and 6 sick days. - 401K savings + match. - Comprehensive compensation package including base pay and bonus. - Additional benefits. Compensation Offering $74,612.76 — $98,488.84 USD COVID-19 Vaccination Policy At WelbeHealth, our mission is to unlock the full potential of our vulnerable seniors. In this spirit, please note that we have a vaccination policy for all our employees and proof of vaccination, or a vaccine declination form will be required prior to employment. Our Commitment to Diversity, Equity and Inclusion At WelbeHealth, we embrace and cherish the diversity of our team members, and we're committed to building a culture of inclusion and belonging. We're proud to be an equal opportunity employer. Beware of Scams Please ensure your application is being submitted through a WelbeHealth sponsored site only. Our emails will come from @welbehealth.com email addresses.

• Cultivate strong, trust-based client relationships while managing the onboarding process with confidence and professionalism. • Guide clients through onboarding with a thoughtful, consultative approach, ensuring their needs are understood and addressed while setting clear expectations. • Create a positive, supportive experience that builds confidence, fosters long-term collaboration, and lays the groundwork for sustained client success.

• Fulfil incoming customer requests including withdrawals, RESP transfers, and other subscriber and beneficiary changes accurately and within established service standards • Ensure all transactions are processed according to ESDC, CRA and RQ regulations • Administer and maintain contracts according to operational and regulatory standards by ensuring adherence to Operational SOPs • Provide SME expertise / UAT assistance in such projects as Statement of Account, Annual Tax Filing, and other system enhancements • Provide timely feedback for process improvements and SOP updates • Other tasks and duties assigned by the Manager