Role Description Our growing remote coordination team is looking for organized and client-focused individuals to join us as Lifestyle Planning Advisors. In this role, you'll help support travelers by: - Organizing vacation details - Assisting with reservation management - Providing ongoing guidance throughout the planning process This remote opportunity is a strong fit for individuals who enjoy communication, problem-solving, and working independently while supporting clients in a flexible environment. Experience in customer service, hospitality, scheduling, administrative support, or related fields can be beneficial, but no prior travel background is required. Full training and continued support are included. Qualifications - Strong customer service and communication skills - Excellent organizational abilities and attention to detail - Ability to multitask and manage priorities independently in a remote setting - Comfortable using online platforms, email systems, and basic computer software - Reliable internet access and professional communication habits - Adaptable mindset with willingness to learn new systems and processes - Interest in travel services, hospitality, coordination, or client relations - Must be at least 18 years old - Applicants must be authorized to work in the United States, United Kingdom, Mexico, Australia, Spain, or approved countries Requirements - Assist clients with vacation planning requests, travel timelines, and destination interests - Coordinate travel services including hotels, cruises, transportation, flights, tours, and excursions - Research travel packages, supplier availability, and pricing options through approved systems - Organize reservation information, itinerary schedules, and confirmation details - Provide professional support through email, phone, and digital communication platforms - Assist with booking updates, itinerary changes, and client follow-up communication - Maintain accurate records and client profiles within internal company systems - Stay informed on travel promotions, destination highlights, and supplier announcements - Participate in virtual onboarding, ongoing workshops, and training sessions Benefits - Remote work flexibility - Adjustable scheduling opportunities - Structured onboarding and guided training resources - Ongoing mentorship and professional development support - Access to supplier partnerships, booking tools, and travel planning systems - Eligibility for travel-related perks, incentives, and discount programs - Growth opportunities within an expanding and supportive remote organization

• Own and manage the CFO’s calendar, inbox, priorities, and follow-through across multiple workstreams, ensuring high-impact items are prioritized and executed. • Act as a true execution partner, bridging communication between leadership, vendors, legal, finance, operations, and external stakeholders. • Support business operations and strategic initiatives, helping drive accountability, tracking deliverables, and ensuring projects move forward. • Coordinate vendor relationships, contracts, renewals, and support operational due diligence processes. • Assist with legal and compliance-related workflows, including contract coordination, documentation tracking, trademarks, patents, and other high-stakes processes. • Support financial operations by reviewing reports, tracking budgets, vendor pricing, invoices, and identifying inconsistencies or opportunities for optimization. • Build, maintain, and improve systems, SOPs, workflows, dashboards, and operational processes to improve efficiency and reduce executive overhead. • Leverage AI tools (Claude, ChatGPT, automation tools, AI agents) to optimize workflows, documentation, and operational execution. • Prepare meeting materials, agendas, executive briefings, and maintain accountability around follow-ups and key action items. • Support exit readiness initiatives, data rooms, and confidential documentation processes as needed. • Coordinate travel, logistics, and ad hoc executive support requests in fast-changing environments.

• Serve as the dedicated FP&A business partner for Fund Administration and Customer Success, building trusted relationships with department leaders and their teams. • Provide proactive financial guidance and insights to senior leaders, helping them understand cost drivers, headcount trends, and performance against targets. • Translate complex financial data into clear, actionable narratives that inform strategic decisions across hiring, vendor spend, tooling, and operational investments. • Partner with department leaders on headcount planning, including scenario modeling for team growth, restructuring, and role changes throughout the year. • Lead the annual budget process for Fund Administration and Customer Success, coordinating with department leaders to build bottoms-up plans aligned with company targets. • Own monthly forecast updates for your departments, incorporating actuals, business context, and updated assumptions to reflect the most current view of the business. • Maintain accurate headcount forecasts for your departments. • Manage OpEx planning across both departments. • Own the monthly Budget vs. Actual process for each department, leveraging Pigment to surface variances and delivering clear trend commentary and insights to senior leadership. • Review and validate actuals each month in coordination with the Accounting team. • Dig into meaningful variances to understand the underlying drivers, translate findings into clear business implications for department leaders, and collaborate on corrective actions. • Contribute to company-wide GAAP revenue forecasting, with a focus on modeling customer-level revenue, retention, expansion, and churn dynamics.

• collects, analyze and report on market data to connect financial outcomes with operational effectiveness • review Market Financials, Claims and trend analytics, reviewing contract financials, and budget/administration development • Work with Actuary, MRA, Corporate Finance, Clinical, Market Point and Providers/Hospitals/Ancillary internally • Work with our Value Based Providers relating financials, membership, cost and utilization reporting • Promote optimization inclusive of activities spanning decisions Strategic planning and addressing specific performance issues across and relationships Company Initiative • Advise regional leadership of functional strategies on matters of significance while exercising independent on complex issues