• Partner with AE customers to identify the highest-value decisions, workflows, and recurring work that can be improved or automated with Champ. Priority areas may include project health, AR follow-up, forecasting, margin protection, billing readiness, and recurring summaries. • Lead discovery sessions with stakeholders across finance, operations, project management, and executive leadership to map current-state processes, uncover friction, and define future-state ways of working enabled by AI. • Design practical transformation plans that connect customer pain points to specific Champ use cases, prompts, workflows, and operating cadences. • Help customers redesign business processes so teams move from manual, report-heavy, spreadsheet-based habits toward natural-language, workflow-driven execution in Champ. • Run hands-on working sessions that get initial use cases live quickly and help customers operationalize them in day-to-day work. The objective is not training alone. It is behavior change and real workflow adoption. • Act as a trusted advisor to customer champions and executives, helping them prioritize where Champ can create measurable business value and what organizational changes are required to realize that value. • Collaborate closely with Customer Success, Professional Services, Product, Support, and Sales to ensure smooth onboarding, adoption, feedback loops, and expansion opportunities. • Capture repeatable transformation patterns, workflow designs, objections, and customer feedback, then turn them into reusable playbooks and best practices for the broader team. • Help identify where a customer is a strong fit for deeper transformation based on data maturity, process maturity, and willingness to change how work gets done. • Define success metrics with customers and guide them toward measurable outcomes tied to workflow adoption, operating cadence, and value realization.

• Deliver exceptional virtual functional medicine consultations, focusing on root-cause analysis, lifestyle modifications, and comprehensive wellness planning. • Licensed holistic healthcare practitioners join our integrated care model. You will actively collaborate and share cross-specialty referrals with medical, dental, vision, and behavioral health professionals to ensure true whole-person care. • Coordinate with traditional medical providers to manage chronic diseases, emphasize preventive health, and deliver comprehensive nutritional and lifestyle guidance. • Utilize AI-augmented patient engagement tools, including automated follow-up reminders and secure messaging, to increase visit frequency and strengthen patient-provider relationships. • Utilize our integrated ordering system for patient labs and specialized functional diagnostic testing when clinically appropriate.

• Comprehensive Clinical Care: Deliver high-quality virtual medical care, managing diverse consultations from brief follow-ups to comprehensive new patient evaluations. • Interprofessional Collaboration: Actively participate in our multi-specialty network where medical, dental, behavioral health, and allied health professionals collaborate to deliver whole-person care. You will utilize an integrated referral system connecting patients across all services. • Secure E-Prescribing: Utilize secure e-prescription functionality with integration to major pharmacy networks for seamless medication ordering. • Diagnostic Management: Manage integrated ordering systems for patient labs and diagnostic testing when clinically appropriate. • Patient Retention & Growth: Leverage patient engagement tools designed to increase visit frequency and strengthen patient-provider relationships.

• As the Account Manager for the Automation Team, you are the primary customer advocate, ensuring clients receive maximum value from their engagement while serving as the main escalation point for project decisions. • Strategic Lead Management: Orchestrate the outreach and segmentation of our existing lead flow to identify high-value opportunities. • Discovery & Technical Scoping: Prepare and conduct discovery calls that translate vague business problems into specific AI-driven technical requirements. • AI Feasibility Analysis: Evaluate client data and objectives to determine if a solution is both technically possible and economically viable before the proposal stage. • Rapid Validation Sprints (RVS): Lead the transition of projects from initial interest into high-velocity 2-week "stress tests" to prove technical viability. • SOW & Proposal Drafting: Draft detailed Statements of Work in PandaDoc that define clear milestones, technical deliverables, and success metrics for AI implementations. • Client Relationship Leadership: Serve as the sole point of contact for all client communications, providing weekly updates and managing expectations throughout the project lifecycle. • Strategic Roadmapping: Help clients look beyond current projects to book out 30-90 day roadmaps for every client under contract, ensuring continuous value delivery. • Performance Monitoring: Use our automated AI call-scoring system to ensure every interaction meets NineTwoThree’s high standards for strategic alignment and relationship building.