Role Description - Reports to: Chief Technology & Innovation Officer - Supervises: 1 (Direct), 0 (Indirect) Essential Functions - Digital Strategy and Execution: - Leads the development and execution of the digital services roadmap aligned to organizational goals and member needs. - Translates enterprise strategy into actionable initiatives, enhancements, and priorities for digital channels. - Monitors industry trends, member behavior, and emerging technologies to recommend improvements and innovation opportunities. - Partners with senior leadership to provide input on digital capabilities and future opportunities. - Digital Platform Management: - Oversees daily operation and performance of digital banking platforms (online banking, mobile app, bill pay, payments, etc.). - Ensures platforms meet expectations for reliability, usability, and security. - Leads coordination of upgrades, releases, and enhancements in partnership with IT and vendors. - Acts as a key escalation point for significant issues and works with internal teams and vendors toward resolution. - Cross-Functional Collaboration: - Partners with IT, Payments, Operations, Marketing, and Compliance to prioritize and execute digital initiatives. - Leads or contributes to project workstreams related to digital services, ensuring timelines, risks, and deliverables are managed effectively. - Ensures alignment between digital initiatives and broader operational and member experience goals. - Member Experience & Adoption: - Champions a seamless and intuitive digital member experience. - Uses data and member feedback to identify opportunities to improve usability, engagement, and satisfaction. - Partners with Marketing and frontline teams to drive digital adoption and education efforts. - Supports app store management (ratings, feedback, updates) in coordination with vendors and internal teams. - Vendor & Financial Management: - Provides oversight of digital banking and payments vendor relationships, serving as the primary point of accountability for performance, service delivery, and contract management. - Evaluates vendor capabilities and emerging solutions to support strategic growth, cost efficiency, and innovation. - Identifies opportunities to improve efficiency, reduce operating costs, and maximize return on investment across digital services. - Negotiates contracts, roadmap commitments, SLAs, and integration strategy. - Serves as the primary owner for digital banking vendors, core providers, and fintech partners. - Ensures timely resolution of technical issues, including platform defects, performance degradation, integration failures, and incident root cause remediation. - Analytics, Risk & Compliance: - Establishes and oversees performance metrics, KPIs, and reporting to measure digital channel performance, adoption, reliability, and member satisfaction. - Ensures digital services comply with all applicable federal and state regulations, credit union policies, and information security standards. - Partners with compliance, internal audit, external auditors, regulators, and vendors to address findings and implement corrective actions promptly. - Leads efforts to increase digital usage, migration from branch/call center, and overall satisfaction. - People Leadership: - Leads, develops, and mentors a high-performing digital services team, fostering a culture of accountability, innovation, and continuous learning. - Provides coaching and leadership development to prepare the team and organization for future digital capabilities and delivery models. - Performs other duties and special projects as assigned by executive management. Qualifications - Bachelor’s degree from an accredited college or university required, advanced degree preferred. - Minimum of 8–10 years of progressive experience in digital banking, product management, or technology delivery including leadership responsibility. - Experience in the banking, credit union, or payments industry strongly preferred. Requirements - Proven strategic thinker with the ability to translate vision into actionable plans. - Strong executive presence with the ability to influence, partner, and communicate effectively with senior leaders and stakeholders. - Demonstrated success leading change, driving innovation, and modernizing digital platforms. - Strong analytical, decision-making, and problem-solving skills, with the ability to make informed decisions in ambiguous or fast-changing environments. - Experience with Symitar, Digital Insight, and other digital banking tools and services. - Deep commitment to delivering exceptional member experience. - Strong leadership capabilities with experience motivating, developing, and leading teams through change. - High level of professionalism, diplomacy, and discretion due to the sensitive nature of information and business decisions. - Symitar core processing experience is a plus. Benefits - Advances the credit union’s digital strategy to support long-term growth, innovation, and member engagement. - Builds trusted relationships and effective partnerships across the organization and with key vendors. - Improves digital adoption, reliability, and member satisfaction through continuous enhancement of platforms and services. - Develops a strong, knowledgeable, and forward-thinking digital services team. - Maintains compliance with regulatory requirements, policies, and information security standards. - Demonstrates a strong sense of urgency, accountability, and responsiveness to member and organizational needs. Physical Demands - The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. - While performing the duties of this job, the employee is regularly required to talk, hear, and sit. - This position requires standing, walking, bending, kneeling, stooping, crouching. - The employee may occasionally lift and/or move items over 15 pounds. - Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. Work Environment - Typical office – no hazardous or unpleasant conditions. - Remote work opportunity.

• Build and execute a structured MSSP and channel GTM strategy across the US, focused on driving net new revenue and pipeline growth • Identify, prioritize, and scale strategic MSSP and SI partnerships aligned to Anomali’s growth objectives • Own and deliver a measurable partner-sourced and partner-influenced pipeline • Establish and maintain executive-level relationships across key MSSPs, SIs, and channel partners • Drive a consistent operating cadence (QBRs, pipeline reviews, joint planning) to ensure accountability and growth • Lead partner enablement, onboarding, and ongoing development to ensure effective selling and delivery • Define, build, and scale joint offerings with MSSPs and partners aligned to customer use cases (e.g., SOC modernization, threat intelligence, SIEM transformation) • Work closely with product, marketing, and enablement teams to ensure partners are equipped to position and deliver Anomali solutions • Drive co-sell motions and integrated GTM execution with partners • Partner closely with direct sales teams to source, shape, and close complex enterprise deals • Lead joint account planning and execution with partners across key accounts • Support and influence large, strategic opportunities involving MSSPs and SI partners • Collaborate with Field Sales, Customer Success, Marketing, Product, Sales Operations, and Legal to align internal resources to partner strategy • Identify and drive investments required across enablement, marketing, and product to support partner success

Role Description The Client Solutions Director (CSD) is responsible for the identification, positioning, and sale of complex solutions within one or more Solution Client Executive teams, aligned with the related client accounts. The CSD is primarily focused on driving the sales and delivery overview of solutions including consulting services, system integration projects related to Insight Consulting, Lifecycle, and Managed Services Solutions business resulting in significant increase in Services Revenue for Insight. Along the way, you will get to: - Align with appropriate sales district(s) to represent Insight Services and Solutions to all assigned accounts. - Strategically drive new business in assigned accounts in close synergy with the account teams to achieve services sales, revenue, and sales margin targets. - Engage with client audiences ranging from technical implementers through CTO/CIO levels. - Probe for challenges and pain points while maintaining customer confidence. - Drive business development and pre-sales initiatives by leveraging both industry and technical background. - Be a trusted advisor to lead solution sales within assigned territories/regions. - Manage accuracy of pipeline/forecast weekly, monthly, quarterly. - Build in-depth knowledge of clients' business priorities, challenges, and initiatives that can be translated into Insight solution opportunities. - Use knowledge of technology, products, processes, industry expertise, and consultative sales skills to assess and educate customers on the value of security, applications, infrastructure, and IT service management. - Demonstrate strong team management abilities and mentoring capability. - Advance sales campaigns and drive solutions to closure through consultative dialog and cross-functional engagement. - Align with appropriate delivery teams to leverage follow-on business from one delivery mission/project to another. - Ensure effective coordination and support between account teams and supporting technical resources. - Demonstrate a broad understanding of systems development lifecycle as it relates to hardware and software products. Qualifications - 8-10+ years in Sales in IT Consulting Solution Services. - Proven track record of exceeding and achieving sales quota. - Possesses strong product/technology/industry knowledge. - Strong communication skills. - Ability to influence others to achieve results and drive to win. - Ability to lead and motivate. - Presentation and organizational skills. Benefits - Freedom to work from another location—even an international destination—for up to 30 consecutive calendar days per year. - Access to 11 thriving and diverse Teammate Resource Groups. - Core values of Hunger, Heart, and Harmony that guide everything we do.

• Own and manage executive-level relationships within strategic accounts, including CEOs, CMOs, COOs, CFOs, Cancer Center Directors, laboratory leadership, and health system administrators. • Develop, execute, and maintain enterprise-level account strategies spanning surgical workflows, pathology operations, and oncology care delivery. • Identify opportunities to integrate Caris molecular profiling and precision oncology solutions into clinical pathways, institutional standards of care, and system-wide protocols. • Lead Quarterly Business Reviews (QBRs) focused on performance, utilization trends, outcomes, and future growth initiatives. • Analyze account- and regional-level data to identify growth opportunities, adoption barriers, and productivity gaps. • Serve as a strategic partner to Regional Business Directors by aligning enterprise priorities with regional planning, prioritization, and tactical execution. • Provide indirect leadership, mentorship, and subject matter expertise to Oncology Account Executives, Oncology Case Managers, and supporting field roles. • Serve as the primary project owner for strategic initiatives, including complex account onboarding, precision medicine program launches, pathology-driven initiatives, workflow optimization, EMR integrations, and service improvements. • Coordinate cross-functional execution across Operations, Client Services, Laboratory, Medical Affairs, IT, and Marketing to ensure successful delivery of enterprise initiatives. • Define project scope, timelines, deliverables, and success metrics; track progress using CRM and project management tools. • Support new business development and account expansion by assisting with complex deal strategy, value positioning, and navigation of institutional decision-making processes. • Serve as a senior escalation point for strategic accounts and ensure alignment between customer expectations and Caris operational performance. • Represent Caris Life Sciences at the highest levels of customer leadership as a long-term precision medicine partner.