• Serve as the primary point of contact and trusted advisor for an assigned portfolio of primary care practices across networks. • Build and maintain strong, trust-based relationships with physicians, practice administrators, and frontline clinical staff. • Conduct proactive outreach to practices, maintain consistent communication cadence, and schedule all performance-related touchpoints. • Act as an advocate for assigned practices internally, ensuring feedback, operational needs, and risks are communicated and addressed across Guidehealth teams. • Facilitate ongoing engagement through regular check-ins, performance reviews, and proactive operational support. • Deliver monthly engagement scorecards to all assigned practices and lead performance review conversations with practice leadership. • Schedule and facilitate quarterly performance meetings covering cost of care, quality metrics, HCC recapture, utilization trends, and care management integration. • Monitor operational performance, engagement metrics, and utilization of Guidehealth services across assigned practices. • Support practices in developing and tracking improvement plans tied to shared savings performance targets. • Maintain accurate and current practice data in HubSpot CRM — contact records, meeting logs, action items, and engagement status — on a consistent basis. • Document meeting notes following every practice touchpoint and distribute action item summaries with clear ownership and timelines.

• Own the full post-sale customer lifecycle for a portfolio of ~60 mid-market accounts, serving as their primary point of contact and trusted advisor • Develop deep expertise in OnitX to guide customers toward outcomes that solve their most pressing legal operations challenges • Proactively monitor account health, identify at-risk customers, and execute mitigation plans before issues escalate • Conduct regular business reviews to align on customer goals, demonstrate value, and surface expansion opportunities • Partner with the Renewals team to support on-time renewals and reduce churn within your portfolio • Collaborate cross-functionally to advocate for customer needs and share feedback with Product and Implementation teams • Develop and share best practices across the CS org to continuously improve efficiency and effectiveness

• Portfolio Management: Serve as the primary point of contact for a dedicated portfolio of 35–38 Scaled accounts (under $200k ARR) post-implementation, successfully balancing 1-to-many programmatic initiatives with targeted high-impact 1-to-1 engagements. • Retention & Renewal: Manage the subscription renewal pipeline for your assigned portfolio and maintain close cognizance of customer health in order to proactively eliminate barriers to adoption and value. • Sales Collaboration: Participate with the Sales team to provide a strong customer-focused sales, orientation, and launch engagement process. • Account Expansion: Develop deep, trusting relationships with customer key personnel and larger teams to efficiently seek and develop up-sell / cross-sell opportunities across a high-velocity account base. • Cross-Functional Coordination: Coordinate and conduct meetings between customers and Saviynt cross-functional teams to solve problems and advance customer adoption; ensure post-meeting follow-ups and action-item completion. • Data-Driven Insights: Monitor and identify product utilization trends across your portfolio, providing feedback to Saviynt cross-functional teams to support continuous improvement -- finding ways to better support customer use cases and corporate identity strategies. • Partner Alignment: Communicate with implementation Partners supporting Saviynt customers and seek opportunities to improve outcomes and relationships in the context of customer adoption. • Scaled Enablement: Plan and deliver education for customers on new features and releases, leveraging webinars, automated campaigns, and digital enablement channels to effectively reach your full portfolio. • Customer Advocacy: Act as the voice of the SMB Scaled customer segment and collect feedback to drive continuous improvement across all areas including product.

• Hire, develop, and retain a team of high-performing Customer Success Managers while ensuring operational consistency across customer tiers and segments. • Partner with the Customer Success Director to monitor team performance, optimize operational procedures, and elevate training or enablement needs. • Coach Customer Success Managers to maximize member engagement, customer retention, revenue growth, and value actualization through strategic reporting. • Drive team accountability for core department KPIs, including renewal rates, customer retention, net-new revenue expansion, and customer satisfaction. • Provide consolidated reporting on team achievements, identifying business risks or macroeconomic trends blocking desired results. • Lead risk management strategies across assigned segments to address talent, relationship, and revenue risks through cross-functional reviews and account meetings. • Oversee monthly revenue forecasting, ensuring strategies are deployed to mitigate financial risks and support underperforming accounts. • Manage executive-level client engagement and high-visibility clinical or operational escalations alongside your team. • Represent the Customer Success department in late-stage prospect finalist meetings and strategic internal deal reviews. • Collaborate closely with cross-functional partners across Partnerships, Marketing, Clinical, Product, Analytics, and Workforce Transformation to ensure the voice of the customer is reflected across all business units.