• Drive partnership success outcomes across the existing accounts, including increased retention, engagement, satisfaction, and long-term value realization. • Lead the execution of partnership success strategies in alignment with Teachstone’s organizational goals, ensuring consistent, high-quality partner engagement and outcomes. • Work alongside Partnership Success leadership to define, track, and regularly report on partnership success metrics, including client health, contract utilization, engagement indicators, and individual and team performance. • Monitor partnership health trends, proactively identify risks and opportunities, and implement mitigation strategies to support long-term partner success. • Support, coach, and develop Partnership Success Managers to strengthen consultative skills, strategic thinking, product knowledge, and data-informed decision making. • Engage directly with strategic partners and escalated or complex accounts as needed, coordinating cross-functional resources to ensure timely resolution and positive outcomes. • Oversee Partnership Success involvement in onboarding, implementation, and lifecycle processes to ensure a seamless and consistent partner experience. • Partner closely with Sales and cross-functional leaders (including Client Strategy, Policy, R&E, Marketing, Product, Services, Finance, etc.) to align on partner needs, share feedback, and coordinate solutions. • Serve as a senior internal advocate for partners by synthesizing partner insights to inform improvements to Teachstone’s offerings, processes, and engagement models. • Contribute to building and sustaining a high-performing Partnership Success team and a culture of collaboration, accountability, and continuous improvement. • Support process improvement, systems implementation, and other initiatives as Teachstone continues to grow and mature.

• Develop and maintain standardized global clinical site budget templates and negotiation playbooks • Lead global Phase 1–3 investigator site budget and contract negotiations within approved parameters • Ensure compliance with regulatory requirements and fair market value standards • Partner with CROs to oversee global site budget processes and drive consistency across programs • Proactively identify budget risks, escalate issues, and implement mitigation strategies to protect clinical timelines • Oversee contract and budget tracking systems, reporting metrics, and dashboard updates • Establish scalable tools and processes to improve efficiency and reduce administrative burden • Provide investigator grant budget forecasts and strategic input to Clinical Operations and Finance • Represent the function in cross-functional governance discussions and strategic planning initiatives • Liaise with legal department to support efficient clinical site contracts review, escalation, and approval parameters • Support contract signature and storage workstreams, and various ad hoc clinical and vendor contracts workstreams as required.

• Oversee the team responsible for all informatics support ensuring the clinical work is high-quality. • Effectively lead and develop innovative solutions in a rapidly changing healthcare environment. • Analyze new and complex project-related problems, creating innovative solutions. • Coordinate necessary support resources for the successful completion of projects. • Monitor project progress, making adjustments as necessary to ensure timely and cost-effective completion. • Collaborate with federal stakeholders and cross-functional teams to align clinical informatic delivery with mission objectives, compliance, and procurement constraints.

• Manage, mentor, and develop a team of product business analysts, fostering a culture of collaboration, innovation, and continuous improvement. • Set clear goals, provide regular feedback, and support professional growth. • Prioritize features based on business value, technical constraints, and regulatory requirements. • Balance competing priorities across multiple insurance products while managing stakeholder expectations. • Collaborate with cross functional teams to ensure alignment with enterprise-wide initiatives. • Define measurable success criteria for product implementations and track outcomes. • Be the primary point of contact at all stages of the development cycle. • Lead and oversee the implementation of rate, quote bind and issuance systems and tools, ensuring alignment with business objectives and regulatory requirements. • Coordinate with IT, business units, and external vendors to deliver quality solutions on time and within budget. • Document functional product requirements in the form of well-defined User Stories and actionable Acceptance Criteria. • Maintain the product backlog, being accountable for its contents, prioritization and planning. • Work in conjunction with Product Business Analysts to complete User Acceptance Testing of tickets prior to deployments. • Be an active participant in Agile ceremony meetings (stand up, refinement, sprint planning). • Cultivate working knowledge of companion systems to foster additional automation opportunities. • Partner with business leaders to identify opportunities for increased system efficiencies and innovative tech solutions to solve business challenges. • Communicate expected value to stakeholders by iteration (sprint, monthly, quarterly) with a focus on increasing end user engagement and satisfaction. • Develop and execute comprehensive change management plans for modifications and new implementations, inclusive of documentation, training materials, product demonstrations and training for end users. • Serve as the primary escalation point for production issues related to implemented products. • Ensure data integrity, accuracy, and compliance with industry regulations and company policies. • Implement best practices for data governance and security. • Assist with creation and distribution of regular metrics reports, inclusive of data generated from Duck Creek, booking and claims systems, Submission, Snowflake, Underwriting Workbench, Tableau, JIRA and other automated tools.