• Defines and owns the end-to-end analytics strategy for Product & Technology, ensuring alignment across system reliability, operational performance, and product growth objectives • Builds, mentors, and manages a high-performing team of analysts and specialists supporting platform operations and product lifecycle insights • Leads performance management and compensation processes for assigned team members, including completing year-end reviews • Establishes best practices for operational and product-led metrics, reporting, and data governance to ensure a unified "source of truth" • Prioritizes analytics initiatives based on operational risk, business impact, and the roadmap to support both stability and innovation • Owns measurement frameworks for OLAs, KPIs, and product success signals (e.g., retention, churn, and feature adoption) • Partners with internal teams to measure platform performance, reliability, and user behavior patterns to drive scalability • Analyzes trends in incidents and outages while investigating user friction points to identify root causes and prevention opportunities • Supports infrastructure capacity planning and utilization analysis alongside user growth and demand forecasting • Develops transparency into platform costs and efficiency, as well as the ROI of product features and enhancements • Acts as a lead analytics advisor to the Director of Platform Operations, Product Management, and senior leadership • Converts complex operational and behavioral datasets into clear, actionable recommendations for diverse stakeholders • Enables leadership to navigate tradeoffs between technical reliability, development speed, cost, and user experience • Ensures the accuracy and consistency of all operational data and product telemetry/instrumentation • Collaborates with Data Engineering and Product teams to enhance data pipelines, models, and event-tracking frameworks • Builds dashboards and tools providing real-time visibility into platform health and product performance • Maintains comprehensive documentation for all operational and product-related metrics and definitions • Proactively collaborates with internal and external stakeholders to identify improvements, deliver data solutions, and measure impact

• Conduct deep-dive analyses to generate insights that inform content strategy, product experience, and growth initiatives • Design and operationalize frameworks and models that link user activity (content consumption, platform usage) to downstream subscriber lifecycle outcomes • Identify churn improvement opportunities and risk areas through proactive analysis • Translate complex analytical findings into clear, compelling narratives for executive leadership and cross-functional stakeholders • Deliver fast, ad-hoc analyses to address evolving business needs and priorities • Partner with our Research team to integrate qualitative knowledge with quantitative models and metrics • Partner closely with Data Engineering to design scalable pipelines, data models, and dashboards • Integrate AI-driven tools and automation into daily workflows to enhance efficiency, scale reporting, and unlock deeper performance insights

• Excel in a fast-paced, entrepreneurial, and challenging environment • Work across various facets of our business, including clinical outcomes, operational objectives, marketing and sales needs • Understand and deploy creative solutions to support Summus leadership in reporting outcomes and strategic business decisions • Design methods and utilize tools required for data capture and reporting • Collaborate with team members across disciplines • Work closely with the leadership team to further develop data strategy with ongoing iteration • Work collaboratively to identify and implement data strategies prior to the roll out of new products and service offerings • Create enhancements to our technology platform and online experience in concert with our Engineering team • Manage relationships with vendors involved in the Summus data strategy • Collaborate with Member Experience on member engagement and strategic account plans • Work with stakeholders across Commercial, Member Experience, Client Success, and other internal stakeholders to deliver on project needs to maximize commercial outcomes with employer and individual clients

• Own revenue account reconciliations, accounting analyses, and data validation activities to ensure the accuracy and integrity of financial reporting. • Collect, analyze, and reconcile revenue data across accounting systems, ERP platforms, and operational databases, proactively identifying and resolving data discrepancies, anomalies, and reporting issues. • Support month-end, quarter-end, and year-end close processes, including revenue reporting, reconciliations, and preparation of audit-ready documentation for internal and external audits. • Develop and maintain SQL queries, Python-based analyses, reports, and data extracts to investigate revenue trends, improve reporting accuracy, and deliver actionable business insights. • Partner with Revenue Accounting, Finance, Business Operations, Product, and IT stakeholders to support revenue-related initiatives, new product launches, and order-to-cash processes. • Contribute to process improvements by documenting business rules, automating manual reporting activities, enhancing data workflows, and strengthening data quality controls.