• Own and drive account strategy, delivery, and growth for a portfolio of strategic Financial Services accounts, creating and executing long-term growth plans aligned to client goals and phData’s capabilities. • Serve as the senior account leader for your portfolio, accountable for client satisfaction, revenue growth, delivery quality, profitability, and executive relationship management. • Translate client business objectives and AI & Data priorities into strategic programs spanning data platforms, pipelines, governance, analytics, and AI, in partnership with data engineering, analytics, and ML teams. • Help Financial Services clients address critical business priorities such as regulatory reporting, risk management, fraud detection, customer intelligence, operational efficiency, and AI enablement. • Ensure engagements across your portfolio are delivered on time, within scope, and with strong profitability and measurable business value, while maintaining approximately 40% utilization to stay close to delivery and client outcomes. • Act as a trusted advisor to senior client stakeholders, helping shape roadmaps, influence strategic decisions, and guide long-term transformation initiatives. • Collaborate with cross-functional partners across Go-to-Market, Delivery, Finance, Product, and Partner teams to align on account health, project success, and future opportunity. • Provide strategic leadership during executive meetings, workshops, QBRs, and roadmap discussions, positioning phData as a trusted advisor to both business and technology stakeholders within Financial Services organizations. • Ensure high quality in deliverables by staying engaged with delivery teams, reviewing performance metrics, and driving governance, risk management, and issue resolution across accounts. • Partner with ecosystem providers such as Snowflake, AWS, Databricks, and others to design and execute joint account strategies that bring added value to clients and accelerate portfolio growth. • Mentor and coach team members, fostering a culture of learning, feedback, and continuous improvement. • Contribute to internal initiatives such as Financial Services industry playbooks, account planning frameworks, sales enablement materials, and repeatable patterns for driving AI & Data outcomes in the sector. • Represent phData with professionalism at industry events, conferences, and panels, helping elevate our presence and reputation within Financial Services. • Share best practices, deal learnings, and client insights to improve phData’s client engagement model, forecasting, and overall delivery excellence. • Help define and refine practice standards, reusable assets, and delivery frameworks that support account success across the Financial Services portfolio.

• Support the execution of in-clinic pilots and interventions with strategic oncology partners • Provide ongoing operational support to ensure seamless collaboration between Thyme Care and provider teams • Build and maintain strong relationships with clinical, operational, and administrative stakeholders within partner organizations • Serve as a day-to-day point of contact for select accounts, ensuring responsiveness and alignment • Identify opportunities to enhance partner engagement and expand collaboration • Track, manage, and report on key initiatives, timelines, and outcomes • Collaborate cross-functionally with internal teams (clinical, operations, growth, and product) to support partner needs • Help translate insights from the field into actionable recommendations for scaling programs • Support all Commercial JV efforts operationally, ensuring alignment, coordination, and execution across joint initiatives

• Build and maintain strong relationships with key stakeholders • Develop key account champions: administrative, physician, device clinic • Identify and adapt to changes in customer leadership or organizational structure • Leverage data and analytics to track customer goals and recommend strategies for success • Maintain regular communication through check-ins, updates, product launches, and strategic reviews • Establish and manage relationships with key operators, ensuring a consistent review of their performance on the Murj platform • Prepare and present business reviews to key decision-makers • Work closely with the Customer Success team post-launch and when clinics need to re-launch • Follow the Murj renewal process to minimize churn and drive retention • Negotiate contract renewals in partnership with Murj legal, ensuring price increases are secured • Identify upsell and cross-sell opportunities based on customer needs and engagement • Collaborate with all stakeholders to drive product adoption and expand revenue within existing accounts • Document customer interactions and platform changes accurately in Salesforce • Track and report on key account activities to support data-driven decision-making

• Serve as point of contact and intermediary for our bookkeeping clients and accounting partner. • Manage the onboarding and setup for bookkeeping clients and ensure a smooth experience. • Oversee and facilitate communication to and from clients including answering all questions you can and finding answers quickly on the ones you cannot. • Develop and maintain a quality assurance system to make sure our clients are receiving accurate books. • Other duties could include assisting in the sale of this service, handling client matters, and attending events to represent this service to our clients.