• Drive consistent pipeline generation through structured outbound systems. • Optimize outbound campaigns to increase reply and meeting rates. • Reduce manual effort by automating lead management and CRM workflows. • Maintain data integrity and ensure accurate reporting to support strategic decisions. • Improve engagement and performance of newsletters and outbound communications. • Define and refine ideal customer profile (ICP) segments. • Build prospecting workflows using tools such as Clay, Apollo, Lusha, or similar platforms. • Enrich, verify, and segment lead data. • Maintain CRM data hygiene and integrity. • Develop repeatable list-building processes. • Build and manage multi-touch LinkedIn automation sequences. • Build and optimize cold email campaigns (Smartlead, Instantly, Apollo). • Manage email domain warm-up and deliverability. • Conduct A/B testing of messaging. • Monitor reply and meeting rates; optimize campaign performance. • Coordinate handoff of qualified leads to sales or founder. • Design and manage pipeline stages. • Implement lead scoring logic. • Automate tagging, routing, and follow-up processes. • Build dashboards to track pipeline metrics and performance. • Integrate prospecting tools with CRM and outbound systems. • Build and manage recurring newsletter campaigns. • Format and publish founder-led content. • Segment audiences appropriately. • Track engagement metrics (open rates, click-through rates). • Optimize engagement over time. • Maintain Figma templates for decks, one-pagers, and case studies. • Update marketing and sales collateral. • Ensure consistency across outbound assets. • Prepare visual materials for campaigns and newsletters.

• Lead day-to-day operational execution across teams and workflows • Translate business objectives into clear operational plans • Identify gaps, risks, and inefficiencies across operations • Drive continuous improvement initiatives • Design, document, and optimize operational processes and SOPs • Implement automation to reduce manual work and errors • Improve cross-functional workflows and handoffs • Maintain operational documentation for scale • Track operational KPIs and performance metrics • Build and maintain dashboards and reports • Analyze trends to support data-driven decision-making • Communicate insights clearly to leadership • Oversee capacity planning, scheduling, and workload distribution • Support onboarding, training, and performance management • Ensure accountability and operational consistency • Foster strong execution habits in remote environments • Lead cross-functional initiatives and operational projects • Manage timelines, dependencies, and stakeholder expectations • Escalate risks and blockers proactively • Ensure on-time and high-quality delivery

• Serve as the subject matter expert in interpreting payer agreements and practice participation terms to ensure accurate calculation and distribution of care coordination fees, quality bonuses, and other payments. • Collaborate with the Provider Network Operations team to support the build of standard operating procedures, timelines, and workflows to clearly document the end-to-end process that will ensure timely execution of payments to practices. Provide inputs for mapping payment files, identifying required fields for data ingestion and defining payment calculation logic. Maintain reconciliation trackers to measure contract performance and support audit requests. • Oversee the receipt, validation, and processing of payments based on contractual requirements. Collaborate across teams and with payers to resolve discrepancies. Process any payments that fall outside of the automation process. • Partner with Accounting to ensure proper classification of payments by contract, line of business, and payment type. • Ensure transparency of payment distributions for field teams and provide timely updates and timelines to market stakeholders via dashboards or other communication channels. • Support for the development and execution of shared savings distribution formulas. • Review payments processed by Data Analyst for accuracy.

• Own the end-to-end marketing event path from Flask and other product sources into Segment and downstream tools (Iterable, Workato, and other destinations) • Maintain and evolve the mapping engine configuration that filters product events into a canonical Segment CDP topic, ensuring only marketing-relevant traffic flows into the MarTech stack • Build and maintain marketing data pipelines from product events and warehouse models into Segment and Iterable, so lifecycle programs have the right signals for retention, reactivation, and upsell/cross-sell at scale • Own and operate key reverse ETL / bridge jobs from Databricks to Segment and Iterable, ensuring warehouse models and traits stay aligned with marketing requirements and data retention guidelines • Own Segment workspaces, schemas, and destinations for key marketing projects, ensuring events and traits remain organized, documented, and discoverable for marketers and analysts • Manage Iterable integrations for lifecycle and advertiser journeys, ensuring reliable delivery of both real-time event streams and batch traits to support onboarding, reactivation, and upsell programs • Partner with CIA, Sales, and Marketing to design and maintain first-party audiences and interest segments exposed across GAM, internal tools, and email programs • Work with RevOps and DS to replace fragile Salesforce→Iterable syncs with governed Databricks→Iterable datasets — enabling self-serve audience building and reducing manual CSV workflows — including Smart Ingest/Data Sync configurations and governance models for enterprise/NAM accounts • Monitor Segment usage (unique event names, schema growth) and drive consolidation, archival, and naming clean-up to keep the system performant and usable • Ensure identifier consistency across B2B and B2C use cases and alignment with Salesforce, product Identity, and other revenue systems • Maintain data hygiene and PII/consent standards across Segment, Iterable, and related rETL models - including hands-on troubleshooting of consent flows, preference center syncs, and suppression logic to ensure compliance policies hold up in production, not just on paper • Contribute a MarTech perspective to broader governance frameworks (SOX, GDPR/CCPA, global consent patterns) as they apply to marketing data and activation • Serve as the primary MarTech point of contact for Growth Marketing, Lifecycle, Product Marketing, and RevOps on data and tooling questions, incident triage, and new program enablement • Translate marketing requirements into clear data and integration work: events to instrument, traits to model, journeys to support, and QA plans before launch • Partner closely with Data Platform, CXE, Analytics, and BizTech Revenue Systems on cross-system initiatives (e.g., preference centers, consent flows, NEXT launch, international programs) that depend on reliable MarTech infrastructure • Own monitoring and health checks for key pipelines: Kafka write rates, consumer lag, Segment delivery latency, Iterable ingestion health, and Salesforce event flows that impact campaigns and journeys • Lead investigation and resolution for missing, mis-routed, or malformed events and traits, following an end-to-end debugging flow from product events through Segment, Iterable, and audience membership • Act as a first or second-line responder when journeys misfire, audiences change unexpectedly, or campaigns are blocked due to data issues, coordinating with engineering and data teams as needed • Contribute to the MarTech roadmap with a focus on identity hygiene, schema standardization, deliverability, and reducing manual workflows in favor of governed Databricks→Iterable paths • Help evaluate and right-size vendor contracts and platform usage (e.g., Segment, Iterable, Litmus), balancing capability needs with cost and performance. • Maintain and enhance documentation and reference artifacts (e.g., Segment ingestion & architecture docs, User Traits master sheets, role overviews) so the broader team can self-serve and new hires can ramp quickly