• Oversee the integrity, structure, and optimization of donor data within Virtuous to ensure accurate and reliable reporting. • Partner with the Director of Development Operations to establish, document, and enforce data standards, governance policies, and workflows. • Support the Director of Development Operations and Philanthropy teams in developing data-informed strategies to improve donor retention, acquisition, and lifetime value. • Develop and maintain reports, queries, dashboards, and segmentation logic to support fundraising campaigns and donor services. • Design and implement automation workflows within Virtuous to improve operational efficiency and enhance donor journeys. • Analyze donor data to generate actionable insights related to donor retention, acquisition, forecasting, and overall fundraising performance. • Build and maintain Power BI dashboards that provide leadership and fundraising teams with visibility into key performance indicators, fundraising performance, and donor trends. • Write and optimize SQL queries and support data structures, reporting environments, and ETL processes to ensure accurate and reliable data movement. • Manage third-party data integrations and imports, ensuring data quality, consistency, and alignment with organizational data standards. • Serve as a training and support resource for staff using Virtuous to improve adoption, data accuracy, and effective system use.

• Administer, maintain and evolve the Salesforce platform, focusing on Sales Cloud and/or Service Cloud; • Configure and maintain custom objects, fields, record types, page layouts, validation rules, profiles, permission sets and sharing rules; • Develop and optimize automations using Salesforce Flow; • Build and improve sales funnels, commercial journeys and service workflows; • Create and maintain reports, dashboards and operational and managerial KPIs; • Participate in the implementation and enhancement of digital service channels, including Chatbots, WhatsApp, Omnichannel, Web Chat and Messaging; • Configure queues, routing, distribution and prioritization of service requests; • Work in partnership with business areas to gather requirements and implement improvements; • Identify opportunities for automation, process optimization and operational efficiency gains; • Ensure governance, organization and data quality within the CRM; • Create and maintain functional and technical documentation for implemented solutions; • Support training and provide user support for the platform, promoting greater adoption and efficient use of Salesforce.

• Provide consistent, accurate and efficient processing of orders • Handle moderate volume of inbound calls from scholarship families • Actively communicate with Team and Families • Follow coaching from manager to show consistent improvement in identified areas of opportunity. • Perform other duties as assigned

• Serve as the primary strategic relationship owner and trusted advisor for all assigned manufacturer accounts and programs. • Build and maintain relationships across multiple levels within the manufacturer: Commercial, Market Access, Medical Affairs, Marketing, and Finance. • Lead all quarterly business reviews, strategic planning sessions, and executive touchpoints. • Attend in-person client meetings, National Sales Meetings, and industry conferences. • Host client dinners and/or educational events and networking opportunities. • Act as connector for executive points of contact to others across the industry and CareMetx subject matter experts. • Develop and manage HUB client portfolio strategy and roadmap, aligning our suite of products and services with brand and patient access goals. • Partner cross-functionally with Operations, Technology/Product, Sales/Marketing, Legal, Compliance, and Finance to align HUB services execution and delivery with overall program strategy. • Oversee budgeting, forecasting, and financial analysis in partnership with Finance. • Responsible for regular client health updates and presentations to the ELT. • Proactively identify risk, develop mitigation plans, and own pull-through on resolution. • Partner closely with Operations teams to ensure all program SLAs, KPIs, and delivery deadlines are being met. • Define reporting requirements and oversee development of dashboards and performance reports for internal stakeholders and senior leadership. • Leverage HUB data and market analytics to inform patient access strategy, identify barriers, and drive program optimization. • Support client implementations for new launches, special projects, and enhancements.