Role Description This position, ideally located in the Western Region of the U.S. (CO, WA, OR, CA, AZ, NV, UT), serves as a key representative of the organization in interactions with employers, brokers, consultants, healthcare stakeholders, and industry partners. The Client Development Director collaborates closely with leadership and other internal teams to support business development initiatives, client retention efforts, and long-term partnership strategies. This position reports directly to the EVP of Client Success and Development and operates in a fully remote environment with required travel. Key Responsibilities - Deliver compelling presentations, demonstrations, and educational sessions to prospective and existing clients and partners. - Identify and cultivate strategic partnerships and opportunities for organizational growth. - Provide guidance and leadership for client onboarding, engagement, and retention throughout the client lifecycle. - Represent FEDlogic at industry conferences, client meetings, networking events, and strategic discussions. - Build and maintain professional relationships with: - Employers and HR professionals - Employee benefit brokers and consultants - Insurance carriers and stop-loss providers - Third-party administrators (TPAs) - Healthcare and benefits solution partners - Participate in leadership initiatives, including webinars, panel discussions, roundtables, and speaking engagements. - Collaborate with internal leadership to strengthen messaging, improve client experience, and support market positioning initiatives. - Maintain a strong understanding of industry trends, healthcare benefits, and self-funded plan strategies. - Serve as a professional ambassador of FEDlogic’s mission, culture, and values. - Perform other duties as assigned to support the organization. Qualifications - Experience in employee benefits, healthcare navigation, self-funded health plans, TPAs, stop-loss insurance, or related healthcare industries preferred. - Bachelor’s degree preferred or equivalent professional experience. - Demonstrated experience developing and maintaining professional partnerships and client relationships. - Excellent presentation and public speaking skills. - Ability to communicate complex healthcare and employee benefits concepts clearly to diverse audiences. - Strong verbal and written communication skills. - Strong relationship management and interpersonal skills. - Ability to work independently and manage responsibilities in a remote work environment. - Strong organizational skills with attention to detail and follow-through. Preferred Qualifications - HubSpot and Salesforce experience is a plus. - West Coast location preferred. Benefits - Flexible remote work environment. - Paid Time Off (PTO) plus all federal holidays off. - Comprehensive benefits package with health, dental, vision insurance, group term life, short-term disability, long-term disability, and voluntary life plans. Numerous supplemental plans to assist employees. - Paid maternity, paternity, and adoption leave. - Cancer Experts Now - supplemental plan. - 401(k) with matching contributions. - Supportive and collaborative work environment. - Opportunity to be part of a rapidly growing company dedicated to making a difference in the lives of families. Travel - Up to 25% travel per year for client meetings and engagements, both local and occasional out-of-town. - Easy access to a major airport important.

Role Description As an Associate Clinical Director at PHM, you’ll help patients in their deepest moment of need to challenge the status quo and go beyond the standard of care to achieve the best possible health outcomes. Working from your home office, you’ll serve as the lead clinician and engagement manager collaborating with team members through our process to uncover opportunities to improve your client’s care. Team members may include: - Additional clinicians - PhD scientists who mine the medical literature to identify data-supported care options - Care coordinators who manage care-related logistics You will utilize your clinical expertise and curiosity along with your tenacious problem-solving skills to: - Ascertain the key issues that must be addressed - Identify and engage with top experts - Guide patients to optimized care plans In collaboration with your personal care team colleagues, you will explore specialized diagnostics to better define the underlying mechanisms and array of treatment options beyond the current standard of care. Cutting through the barriers inherent to our chaotic healthcare system, you enable patients to access an unrivaled level of personalized care and attention while guiding them to the best possible treatment plan available. Qualifications - Active NP or PA license in your home state - A “Do what it takes to get the job done” attitude - Five years of clinical experience managing complex medical issues in an oncology and/or hematology environment - Exceptional client-facing skills including executive written & verbal communication - Impeccable attention to detail and organization - A highly professional demeanor under pressure - An insatiable clinical curiosity - Technically savvy and comfortable navigating various tech platforms - Significant bonus points for oncology experience mixed with another complex discipline Requirements - Offer high level clinical management and education to clients and families in a caring, compassionate manner - Work closely with clinical and research team members at PHM to identify latest therapies - Deliver comprehensive information on medical conditions, medications, treatments, and clinical trials - Articulate needs for collaboration with external care providers and interdisciplinary team resources - Network with key opinion leaders to invite collaboration and build relationships - Manage other clinical staff as it relates to a particular case or service line Benefits - Health/dental/vision benefits - Annual cash incentive program - 401k with match - Flexible PTO - Other benefits Compensation The target base salary for this position is $135,000-$140,000. This base salary is only a part of a total compensation package that may vary based on market forces, experience, location, and other relevant business considerations. Next steps Private Health Management is a remote company with employees around the United States. We’re committed to providing you with the best possible interview experience. If your application is selected for interviews, you’ll hear from a member of our recruiting team to schedule next steps. Interviews will include the hiring manager, peers, and often an executive from the department. Have a quick question about the role? Email careers@privatehealth.com or simply apply here.

• Serve as the senior measurement and instrumentation strategist on assigned client accounts; leading consulting conversations on attribution methodology, channel event instrumentation (Meta’s Conversions API, Google Enhanced Conversions, MMPs such as AppsFlyer or Adjust), tag management, and analytics architecture. • Audit each client’s existing measurement stack — channel pixels, server-side events, MMP setup, conversion APIs, web and app analytics, CRM and eCommerce integrations — and produce a written measurement assessment that identifies gaps, data quality issues, and growth opportunities. • Translate audit findings into a prioritized measurement plan that defines success criteria and sequences deliverables for the Growth Engineering and Growth Pod teams to execute. • Act as the in-room expert during client measurement reviews, QBRs, and escalations involving data discrepancies, attribution disputes, and reporting questions. • Own end-to-end project management of analytics and measurement workstreams during new-client onboarding: scoping, timeline, stakeholder alignment, dependency tracking, risk surfacing, and status reporting. • Run requirements-gathering sessions with client marketing, analytics, engineering, and data teams to capture data sources, business definitions, KPI hierarchies, and reporting expectations. • Coordinate the integration of Headlight’s reporting and BI infrastructure (BigQuery, dbt, Looker) with each client’s data environment — channel APIs, CRM, Shopify, MMP, and warehouse exports. • Drive cross-functional onboarding execution across Growth Engineering, Growth Pods, and Client Services to ensure new clients reach a steady-state reporting and measurement posture on time. • Translate fluently between three audiences: the Analytics and Engineering team (technical implementation), the Growth team (campaign optimization), and the client (business outcomes and strategy).

• Serve as the senior measurement and instrumentation strategist on assigned client accounts • Lead consulting conversations on attribution methodology and channel event instrumentation • Audit each client’s existing measurement stack and produce a written measurement assessment • Own end-to-end project management of analytics and measurement workstreams during new-client onboarding • Translate audit findings into a prioritized measurement plan • Act as the in-room expert during client measurement reviews and escalations