• Lead end-to-end health plan operations for self-funded and level-funded plans • Serve as the primary operational contact for TPAs, PBMs, stop-loss providers, and vendors • Oversee plan setup, implementation, renewals, and administration • Ensure accurate eligibility, claims operations, billing, and reconciliation • Monitor vendor performance and resolve issues proactively • Collaborate with internal teams across product, finance, and client success • Ensure regulatory compliance • Identify operational efficiencies and improvements • Support reporting, audits, and data reviews

• Own intake, tracking, and progression of inbound opportunities • Coordinate intro calls, capabilities meetings, briefs, and Q&A stages • Prevent stalled or dropped opportunities through consistent follow-through • Synthesize information into clear internal summaries to support leadership decision-making • Act as the primary internal point of contact for approved opportunities • Communicate timing, expectations, constraints, and next steps across teams • Reduce last-minute fire drills by improving preparation and readiness • Ensure delivery and account teams are supported with clear context and planning • Partner closely with Client Services leadership to support smooth transitions • Ensure scope clarity, staffing assumptions, and risks are identified early Improve consistency and structure in handoff from Growth into delivery • Protect both client experience and internal team capacity during onboarding • Maintain visibility into active opportunities, pitch load, and transitions • Support the development of repeatable systems and workflows where possible • Create continuity during leadership absences and high-volume periods • Help reduce reliance on Growth leadership for logistics and coordination • Supporting larger, higher-priority opportunities • Driving outbound growth strategy and agency representation • Strengthening Growth systems, reporting, and team development

• Register new loan applications in the LOS and with corresponding investor partners. • Execute initial rate locks and lock updates based on LO requests, ensuring all lock data (rate, term, program) matches the system of record. • Monitor daily pricing changes from the secondary market, monitor LOS system and alert the loan team of any impacts to loans in the pipeline. • Undertake various ad-hoc projects to support team efficiencies and process improvements as the organization scales. • Identify loan-level discrepancies inside the pipeline and flag them for loan team review to prevent downstream impact. • Maintain the integrity of the loan lifecycle by coordinating the precise preparation and issuance of disclosures and documents essential for compliant execution and funding. • Prioritize assignments and schedule workload to meet critical deadlines with ability to manage a high volume of loan activity with a high degree of accuracy. • Identify loan level discrepancies inside the pipeline and flag for loan team review. • Identify and escalate potential compliance violations. • Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions. • Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun.

• Serve as a key partner to the Vice President, Global Head of Scientific & In Vivo Strategies (SIS) and the PSTS Global Leadership Team • Have overall strategic and operational accountability across PSTS, integrating global strategic planning, portfolio operations, facilities and laboratory operations, and strategic outsourcing across a global network • Partner with the PSTS Global Leadership Team to translate scientific strategy into integrated operational, portfolio, and outsourcing plans • Drive harmonization of global business processes, scenario planning, capacity alignment, and change management to enable delivery of PSTS short‑ and long‑term objectives • Provide strategic oversight of PSTS portfolio operations, ensuring alignment between scientific priorities, operational capacity, resourcing, timelines, and financial commitments • Establish and maintain portfolio governance frameworks, performance metrics, and decision‑support processes to enable effective prioritization, risk management, and trade‑off decisions across PSTS • Lead PSTS global outsourcing strategy, including in‑house versus outsource assessments, CRO governance frameworks, vendor qualification, performance management, KPI development, external portfolio budget forecasting, escalation processes, and long‑term partner optimization • Foster a collaborative, high‑performance culture, serve as a visible and effective change agent for global initiatives, and provide strategic decision‑making across all areas of responsibility while nurturing innovation and talent development • Responsible for the review and approval of all PSTS operational strategies as well as be a primary contributor to issue review and recommendation/resolution processes • Serve as a global champion and leader for staff change management and engagement strategy, continuous improvement projects that promote individual development, team development, development of institutional knowledge and best practices for leveraging the entire PSTS network in an optimal manner • Directly and indirectly lead a team of operational professionals providing leadership, mentorship, and career development opportunities for the global team members • Responsible for future capital planning, innovation strategy, portfolio governance, budget, resourcing and timeline commitments for operational activities