• Provide operational, sales, and compliance support to Independent Sales Agents within eHealth’s 1099 program • Serve as a primary contact for agent inquiries related to systems, compliance, commissions, contracts, and sales support • Deliver real time support via chat and Microsoft Teams office hours • Host sales training and upskilling sessions for 1099 agents • Maintain accurate agent records, compliance documentation, and Ready to Sell status • Conduct compliance follow-ups and support corrective actions as needed • Monitor agent performance and identify coaching, training, and live sales support opportunities • Share agent feedback and insights to support continuous improvement of the ISA program • Demonstrate eHealth’s core values in daily work and decision-making

• Execute the access review control process in accordance with documented procedures • Understand the full PAR program and execute to completeness and accuracy • Support team lead with running PAR campaigns • Train and mentor junior Analyst staff • Ensure procedure and work instruction documentation is up to date

• Manage and schedule pickups using the company’s internal system • Review pre-set delivery appointments and assign optimal pickup times • Coordinate and adjust pickup schedules throughout the day as needed • Analyze delivery timelines and transit requirements to ensure operational efficiency • Maintain high accuracy in scheduling and data entry • Ensure timely execution of all weekend pickup operations • Communicate and coordinate within internal workflows to support smooth logistics flow

• Lead the operational setup and go-to-market infrastructure for a managed services offering, partnering with sales, delivery, and finance to design scalable service models, SLAs, and supporting processes • Define and implement KPIs and benchmarking frameworks across delivery, talent, and finance that give leadership clear, consistent visibility into business health and performance trends • Partner with the VP of Operations, COO, and senior leadership to identify strategic opportunities, shape operational initiatives, and translate business priorities into executable plans • Identify and eliminate operational bottlenecks across the firm by redesigning workflows, standardizing processes, and creating playbooks that improve consistency and quality at scale • Implement AI-powered tools and automation into administrative processes, with a focus on talent acquisition (sourcing, screening, scheduling) and talent experience (onboarding, engagement, offboarding) • Champion a culture of continuous improvement across operations, using data and feedback loops to drive iterative enhancements • Own end-to-end implementation and ongoing oversight of the firm’s PSA (Professional Services Automation) platform, ensuring it supports accurate project tracking, resource planning, utilization reporting, and billing workflows • Oversee the HRIS system, partnering with the talent team to ensure data integrity, compliance, and seamless integration across people operations • Lead the design and deployment of Slack automations that streamline internal workflows, reduce administrative overhead, and improve cross-functional coordination • Drive compliance-side readiness for AWS GenAIIC certification, coordinating across teams to document controls, meet requirements, and maintain certification standards • Manage IT cost strategy across applications and AI token consumption, identifying optimization opportunities and establishing governance frameworks that balance capability with spend • Partner with finance and practice leads to review and validate billing rates and delivery costs, ensuring pricing reflects market positioning, margin targets, and competitive realities • Develop and maintain practice- and vertical-level reporting standards that give leadership accurate, actionable financial visibility across the business • Implement and manage Work-in-Progress (WIP) tracking processes that improve revenue recognition accuracy, reduce billing lag, and surface project financial risk early • Design and build a Lifetime Value (LTV) and Customer Acquisition Cost (CAC) model for the sales team, enabling data-driven decisions on client investment, pipeline prioritization, and go-to-market strategy • Partner with internal functional leaders to successfully integrate acquired company’s commercial, operations, technology, finance, and talent systems into Robots and Pencils’ existing systems • Lead full integration planning, including managing and coordinating workstreams, day-to-day tracking, and synergy planning • Usher change management into the new organization.