• Translate learning architecture and content strategy into structured curricula, course maps, and executable learning plans, including role-based learning journeys across onboarding, core training, and upskilling • Build and manage learning roadmaps, schedules, and training plans, ensuring alignment to business priorities • Own and manage the learning intake process, pipeline, and backlog, prioritizing work based on business impact, urgency, and resource capacity • Identify training gaps using performance data, stakeholder input, and learner feedback, and recommend aligned solutions • Ensure learning solutions are consistent, scalable, and aligned to defined strategy • Own content review cycles, updates, and maintenance across all PSC learning materials • Partner with SMEs and stakeholders to ensure content accuracy, relevance, and alignment to current processes, keeping materials current with business changes • Support governance processes (versioning, approvals, documentation) in alignment with defined standards • Partner with PSC Operations and the Learning Experience & Onboarding Manager to align curriculum, communications, and delivery • Coordinate training readiness, scheduling, and execution alignment, ensuring delivery teams have the materials and visibility needed • Own learning reporting across programs, including completion, effectiveness, and operational insights • Use metrics, surveys, and feedback to evaluate effectiveness and identify trends, gaps, and opportunities • Partner with leadership and operations to continuously refine learning priorities and solutions • Oversee planning, tracking, and execution to ensure alignment, visibility, and operational readiness • Drive improvements in learning engagement, efficiency, and scalability through optimized processes, tools, and AI-enabled capabilities • Build a high-performing team aligned to PSC learning goals and business needs • Set clear priorities, expectations, and workload distribution • Provide direction on timelines, deliverables, and execution standards • Foster strong collaboration, accountability, and quality across outputs

Role Description The Client Success Manager I will support the Client Success team in ensuring the success and satisfaction of our healthcare payor clients. This role will assist in managing client relationships, driving product adoption, and ensuring that clients achieve their desired outcomes through our technology solutions. This role requires a basic understanding of the healthcare payor industry, strong communication skills, and a proactive approach to learning and problem-solving. Job Roles and Responsibilities - Client Support: Assist in building and maintaining strong relationships with key stakeholders at healthcare payor and provider organizations. - Onboarding and Training: Support the onboarding process for new clients, helping to ensure they are effectively trained and equipped to use our products and services. - Product Adoption: Help drive the adoption and utilization of our technology solutions, providing ongoing support and guidance to clients. - Performance Monitoring: Assist in monitoring client performance metrics and usage data to identify opportunities for improvement. - Issue Resolution: Act as a point of contact for client issues and escalations, working closely with internal teams to resolve problems in a timely manner. - Client Advocacy: Gather and relay client feedback to product development and other teams to enhance our offerings. - Reporting and Analysis: Assist in preparing and presenting regular reports on client status, performance, and satisfaction to internal and external stakeholders. - Continuous Improvement: Contribute to the identification and implementation of best practices for client success, helping to develop processes and tools that enhance the client experience. - Identify and communicate customer business needs and expectations to the Company's process owners for the development, enhancement, and implementation of all services. - Monitor market/competitive information and consult with assigned customers to develop and participate in customer specific sales strategies. - Collaborate, coordinate, and communicate across disciplines and departments. - Ensure compliance with HIPAA regulations and requirements. - Demonstrate commitment to the Company's core values. - Please note due to the exposure of PHI sensitive data -- this role is considered to be a High Risk Role. - The position responsibilities outlined above are in no way to be construed as all encompassing. Other duties, responsibilities, and qualifications may be required and/or assigned as necessary. Qualifications - Education: Bachelor's degree in Business, Healthcare Administration, clinical degree or a related field. Advanced degree preferred. - Experience: 2-4 years of experience in client success, account management, or a related role within the healthcare payor or technology industry. - Industry Knowledge: Strong understanding of the healthcare payor landscape, including key challenges and opportunities. - Communication Skills: Excellent verbal and written communication skills, with the ability to effectively convey complex information to diverse audiences. - Problem-Solving: Proactive and solution-oriented mindset, with the ability to navigate complex client issues and drive resolution. - Technical Proficiency: Familiarity with healthcare technology solutions and the ability to quickly learn new tools and systems. - Interpersonal Skills: Strong interpersonal skills, with the ability to build rapport and trust with clients and internal teams. - Analytical Skills: Ability to analyze data and metrics to drive decision-making and demonstrate value to clients. Benefits - Medical, dental and vision coverage with low deductible & copay. - Life insurance. - Short and long-term disability. - Paid Parental Leave. - 401(k) + match. - Employee Stock Purchase Plan. - Generous Paid Time Off – accrued based on years of service. - 10 paid company holidays. - Tuition reimbursement. - Flexible Spending Account. - Employee Assistance Program. - Summer Hours. - Sick time benefits – for eligible employees, one hour of sick time for every 30 hours worked, up to a maximum accrual of 40 hours per calendar year, unless the laws of the state in which the employee is located provide for more generous sick time benefits. Compensation The salary range for this position is $89k to $120k. Specific offers take into account a candidate’s education, experience and skills, as well as the candidate’s work location and internal equity. This position is also eligible for health insurance, 401k and bonus opportunity. EEO Statement Claritev is an Equal Opportunity Employer and complies with all applicable laws and regulations. Qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability or protected veteran status. Application Deadline We will generally accept applications for at least 5 calendar days from the posting date or as long as the job remains posted.

• Responsible for managing HTK’s retirement plan platforms and product offerings • Stay current on the regulatory framework surrounding the retirement plan industry • Ongoing engagement with HTK financial professionals • Establishment of quarterly business review meetings with retirement plan product providers • Establishment of periodic meetings with HTK’s Product Team and Sales Support and Business Development team • Perform regular due diligence of approved retirement plan providers • Research and propose new retirement plan product offerings • Partner with RIA Compliance and enterprise Legal • Develop HTK’s ongoing retirement plan training program for financial professionals • Periodic attendance and/or presentation at HTK’s and/or industry conferences or regional summits • Provide leadership to other team members

Role Description The Area Manager will contribute to maximizing the success and performance of the teams in assigned area. This is a remote position, so this individual must be organized, structured and able to work from a remote base. Traveling is required within the assigned region and will also be responsible for the recruitment and management of the vendors in assigned area. Job Responsibilities: - Assist the Regional Manager in managing the Senior Project Managers within assigned area. - Execute team goals in assigned area. - Assist the Regional Manager in identifying deficiencies and implementing improvements within assigned area. - Assist the Regional Manager in meeting with Senior Project Managers in assigned area on a weekly basis. - Attend weekly team meetings within assigned markets. - Monitor each market’s performance and goals on a weekly basis to ensure meeting or exceeding expectations. - Assist the Regional Manager in training Senior Project Managers to develop the necessary skills required to meet or exceed performance goals and to manage their markets. - Assist in providing training, project assignments and management for new Project Managers in those assigned markets without an assigned Senior Project Manager. - Assist Senior Project Managers with Project Manager training in existing markets. - Assist in implementing action plans, new procedures, and policies. - Work to resolve any field related conflict resolution; vendors, HOA etc. - Provide management with field related activity updates and reports. - Develop and maintain local vendor pool to meet the needs of the construction pipeline in each market. - Interview and qualify new vendors to meet company pricing and quality standards. Reinforce our capacity expectations. - Attend regular meetings in each market to identify and address each market’s most critical vendor needs. - Negotiate and establish best pricing and rates with regional and local vendors. - Identify local pricing adjustments and regularly communicate pricing updates to input into the matrix for each market. - Research and analyze industry trends and evaluate information as it applies to our vendor recruiting strategy. - Provide weekly and monthly reports on vendor conditions in each market. - Improve and maintain product specifications, including trends in products and materials to help control costs and speed to construction. - Provide insight to varying or seasonal material and labor conditions. - Assist the field teams with resolving conflict resolution with vendors. Qualifications - Residential Construction Management experience. - Vendor/Subcontractor Recruitment experience. - Conflict management and negotiation experience. - Results oriented, problem solving individual with the ability to adapt to a changing environment. - Executive presence with strong interpersonal skills. - Possess excellent verbal and written communication skills. - Demonstrated experience working in cross-functional teams. - Must be proactive and able to provide timely follow up. - Ability to multi-task with strong organizational skills and attention to detail and quality. - Knowledge of construction practices and labor costs in construction, plus a good knowledge of the uses and costs of materials. - Must demonstrate strong proficiency in Microsoft office applications. - Solid understanding of local, state and federal building code and safety standards requirements. - Minimum 10 years residential construction management experience desirable, but not required. - Strong knowledge of local/national building codes and the ability to interpret updates as needed. Benefits - Paid Holidays - Paid Time Off - 401k Matching - Medical, Vision and Dental Insurance - Wellness Initiatives - Short-Term Disability - Employee Assistance Program - And More