• Account Management: serving as the day-to-day contact for a group of clients, working with senior leadership within financial services and technology (fintech, proptech and insurtech) companies. • Team Management: Mentoring supporting staff on relevant accounts, showcasing strategic thinking, and setting proper direction while also focusing on executing this strategy. • Maintaining client-specific media lists/databases across broadcast, podcast, online and print media outlets. • Managing junior team members, helping them set career goals and supporting their continuous growth. • As the primary day-to-day client contact, you must be accessible and responsive to journalists and clients. • Strategy Development & Media Placement: Developing media relations strategies for clients, setting short- and long-term goals, and seeking industry-relevant placements across mediums. • Proactively identify media opportunities for clients and effectively communicate recommendations and action plans to secure these opportunities. • Support and evolve our approach to client analytics and measurement of results. • Maintain a keen understanding of industry trends affecting clients and make strategic recommendations about the communication strategies surrounding them. • Writing: Strong writing skills with experience crafting press releases, media pitches, annual plans, executive bios, company overviews, bylines and other professional communications

• nurture a strong industry network • increase awareness and develop a corporate image for clients • develop and execute effective marketing communication programs • serve as the lead for a group of PR clients • develop media relations strategies for clients • collaborate with the Caliber team to support all clients • build and maintain relationships with relevant media • coach and mentor supporting staff • understand industry trends affecting clients

• Public Relations support • Researching reporters and building targeted media lists (through databases and online research) • Researching and creating editorial calendars • Compiling market research and industry data sheets • Compiling and managing awards, events & speaking opportunity lists • Distributing pitches and performing media follow-up to secure placements • Coordinating media interview logistics • Drafting interview briefing documents for clients • Participating in and documenting client conference calls • Monitoring and logging client media hits • Compiling client news round-ups • Support in managing social media activity for the firm and for clients • Copy editing on pitches, press releases, and various other marketing and PR content and messaging • Entry-level writing responsibilities that will grow over time • Support the overarching client needs of the team, serving as a key point person for any projects as they arise outside of the assigned client group, including: Research, editing, or drafting of content on behalf of clients outside of those assigned • Maintaining updated media lists across the team and clients, ensuring updated contact information is available for all media outreach efforts • Compiling and reviewing client and team reporting and media metrics • Regular reading of key media outlets, to ensure continued expansion of knowledge of the financial services and technology (fintech, proptech, insurtech) spaces

• Coordinate vendor onboarding, including contract setup, compliance documentation, and system integration. • Facilitating NDA and VMSA execution via DocuSign to required signers. • Strong knowledge of contracts review including redlines and negotiations. • Tracking tasks and monitoring incoming requests both internal and external. • Collaborate with sales, procurement, operations, and finance teams to ensure clear understanding of contracts, MSAs, SOWs, and timelines. • Maintain accurate vendor records in our systems and ensure data integrity. • Identify opportunities to improve vendor relationships. • Maintain folders that contain vendor information, including contact details, services offered, and performance records. • Track and report on purchase orders and vendor invoicing activity as part of vendor management processes. • Supports all department contracts, including the administration of a contract repository and expiration tracker. • Evaluate requests for vendor relationships from internal stakeholders, guide them through the standard framework for vendor onboarding, and provide comparative analysis to support a well-informed contract awarding process without bias. • Works with applicable Account Coordinator/Finance Team to review and align payable and receivables with active vendor contracts, ensuring tracking and communication between Vendor Management and Finance. • Assist site team with budgeting and forecasting activities by providing current data via trackers and historical documents. • Be a resource for site teams on contract procedures, concepts, policies, and changes to the same as it relates to vendor management. • This position will be a liaison to new account set up and turnover to the onsite Vendor Specialist.