Role Description Reporting directly to the Director, Transparency Operations & Customer Success, the Senior Manager, Global Transparency will be responsible for all aspects of product delivery, including customer success, support and professional services for the transparency product. The Senior Manager, Global Transparency is responsible for successful achievement of all reporting metrics and deadlines across customers. - Maintain deep, current expertise in U.S. and global life sciences compliance requirements related to transparency reporting. - Serve as the primary compliance advisor for transparency customers, providing guidance on regulatory interpretation, risk mitigation, and industry benchmarking. - Anticipate compliance trends, emerging regulations, and evolving industry expectations; translate updates into actionable internal recommendations. - Maintain a deep understanding of the product; ensure comprehensive understanding of all product changes and how the changes impact customers, data and projects. - Oversee the provision of customer support and professional services. - Actively engage in building a strong relationship with customers; listen to customer needs and complaints and act quickly to identify solutions; share all feedback with team management and Account Management teams. - Seek input and feedback from Implementation, Account Lead and Professional Services team members about customer experience, support matters, accomplishments and challenges; communicate regularly with Account Management team, providing updates on customer feedback, issues and project status. - Serve as initial escalation point for team management and customers to address support, service and product issues. - Ensure successful achievement of all reporting metrics and deadlines across customers; establish KPIs to track and report on progress; utilize project management tools to facilitate accurate tracking of progress and identification of risks. - Work closely with team management to design and document procedures for supporting products; assist with regular training on procedures. - Collect feedback from team members and customers and identify solutions or opportunities for improvement in products and services; share information with management and Account Managers. - Actively engage in sales and marketing efforts to support sales to existing and new customers through participation in industry conferences, sales meetings and other networking initiatives. - Serve as member of product operations leadership team. Qualifications - A bachelor’s degree. - A minimum of 5 years of experience working in or with life sciences companies in at least one of the following areas: - Commercial compliance - Sales/commercial operations - Aggregate spend/transparency reporting - Alternatively, candidates may have significant technical or customer support experience to qualify. - Priority will be given to candidates with one or more of the following: - Knowledge of the various U.S. laws and codes related to life sciences sales and marketing practices. - Knowledge of the various global laws and codes related to life sciences sales and marketing practices. - Experience in business/customer-facing role and customer support. - Project management experience. Benefits - Merit-based compensation – Competitive base salary plus bonus. - Work from anywhere – Roles are open to candidates located anywhere in the US (United States). - Unlimited PTO (Paid Time Off), including Paid Holidays and Sick Leave. - 401k+ Match. - Comprehensive health, dental, and vision insurance. - Paid Parental Leave. - Health and wellness perks including life & disability insurance, healthcare funding options like FSAs (Flexible Spending Accounts) and HSAs (Health Savings Account), Dependent Care, an EAP (Employee Assistance Program) program, discounts, Learning and Development. Working Conditions/Physical Demands - This position is fully remote, with limited travel that may be required for occasional team meetings, training sessions, or business events. - Work is performed primarily in a home-office environment using standard office equipment such as a computer, keyboard, mouse, and phone. - Employees are expected to maintain a safe, ergonomic, and confidential workspace with reliable high-speed internet access suitable for professional remote work. - The role generally requires extended periods of sitting, viewing a computer screen, and communicating through written and verbal means. - Occasional light physical activity (e.g., lifting materials or equipment up to 20 pounds) may be necessary. - Reasonable accommodations will be provided in accordance with the Americans with Disabilities Act (ADA) and other applicable laws to enable qualified individuals with disabilities to perform the essential functions of the job. - Employees working remotely must ensure their workspace meets company standards for safety, ergonomics, and data security as outlined in organizational policy. Disclaimer This job description identifies the general duties and minimum level of skills required to perform this job. It is not intended to represent a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned. Notice for all applicants We are seeking a permanent full-time employee, this is not a contractor position. Notice for Colorado and Washington applicants In compliance with applicable pay transparency laws, the expected annual base salary for this role is $120,000–$150,000, plus eligibility for bonus and benefits. Company Description MediSpend is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, physical or mental disability, age, or veteran status or any other basis protected by federal, state, or local law. To all recruitment agencies We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.

Assistant Manager, Investor Services Hong Kong Monday - Friday, 9.00am - 6.00pm Hybrid Some of the things you’ll be doing: - Performs AML/CFT including investor KYC and follow up with investor on required KYC documents including FATCA/CRS related forms/information - Prepares investor KYC pack and update the checklist/system - Performs FATCA/CRS Indicia and documentation review and carry out the validation and reasonableness check - Prepares FATCA/CRS files and arrange respective reporting before regulatory deadlines - Oversee and review TA dealing activities including capital calls, distributions, transfer, subscriptions, redemptions, switches - Maintains and updates investor register and static data in system - Prepares and issues investor statements, contract notes and manages distributions/dividends - Review and approve payments and settlements - Act as the key contact with clients and investors on routine transaction and KYC related matters - Ensures strict compliance with CSC internal procedures and guidelines as well as the regulatory requirements - Collaborates with other teams to understand client needs and provide solutions - Participates in ad hoc projects assigned by your supervisor What technical skills, experience, and qualifications do you need? - Degree holder in Business Administration or related discipline - Minimum 5 years investor services experience - Candidates with less experience will be considered for a more junior role - With Know Your Customer ("KYC") or Transfer Agency background is required - Proficiency in Microsoft Office suite, especially WORD, EXCEL, PPT - Excellent in both written and spoken English and Chinese, with conversational Mandarin - Independent, multi-tasking, meticulous, pro-active, attentive to details, self-motivated - Able to adapt in new challenges and with excellent communication skills - Mature and stable, be willing to work under pressure About Us CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.® Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other. CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued. CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers. We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging, CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC. We encourage candidates to apply directly to our website and not through third-party sources. Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications. About the Team At CSC®, we’re always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It’s also the reason we’re the trusted partner of many of the world’s most successful organizations. CSC is committed to attracting, developing, and retaining talented people whose values align with ours. We empower our colleagues to bring the right solutions to market to meet client demand. That’s why we are the leading provider of business administration and compliance solutions. - CSC is a great place to work with smart and dedicated people. - We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In’s Best Places to Work. - We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals. - Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance. - CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more. - As business needs allow, CSC offers hybrid or remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.

Role Description As a Manager in Intellectual Property Dispute Resolution for Ocean Tomo, a part of J.S. Held, you will focus on the daily management of litigation engagements. Some of the responsibilities include: - Creating complex financial models on client businesses and products - Writing reports, presentations and other materials - Daily management of engagements including meetings with clients and counsel - Critiquing opposing parties' claims - Directing analyst efforts in preparing models, reports and research and other activities on the engagement - Synthesizing financial, marketing and other documents - Managing small to medium sized projects independently - Training of analysts on technical concepts - Assisting with practice development efforts of the Directors and Managing Directors - Playing a supporting role in identifying and exploring new business opportunities Qualifications - Bachelors or Masters concentrating in finance, accounting, business or economics from a highly regarded program - 4 plus years of litigation consulting or intellectual property valuation experience - CPA/CFA preferred - High degree of professionalism, integrity and flexibility - Excellent oral and written communication skills - Great attitude and client presence - Experience managing team members - Solid analytical skills, and the ability to work well in a team environment are essential - Proficiency with MS Word and Excel - Superior attention to detail Requirements - Prolonged periods sitting at a desk and working on a computer - Ability to travel as needed Benefits - Flexible work environment allows employees to work remotely, when needed - Flexible Time Off policy - Medical, Dental, and Vision Insurance - 401k Match - Commuter Benefit - A reasonable estimate of the salary range for this role is $100k - $120k

Role Description The Referent Relations Manager is responsible for leading all communications, reporting, data management, and relationship coordination with referral sources after clients are admitted. This manager ensures that all documentation and reporting are completed accurately and on schedule, strengthening partnerships with referents through responsive and transparent communication. The role also involves supporting internal teams by promoting strong interdepartmental collaboration and optimizing processes for efficiency. The Referent Relations Manager supervises Client Care Coordinators involved in referent-related activities and plays a vital part in enhancing both client and referent experiences. Additionally, this position leverages data to guide strategic decisions, identify emerging trends, and support effective planning for service delivery, ensuring that the organization continuously improves and meets the evolving needs of clients and referents. Duties & Responsibilities - Referent Communication and Relationship Management - Act as the primary liaison for all referral partners, fostering a responsive, knowledgeable, and cooperative environment. - Ensure that referrers consistently receive prompt follow-ups and program updates. - Provide timely notifications to referents regarding program completions, extensions, treatment breaks, or adjustments to care plans. - Facilitate the sharing of clinical, medical, and administrative updates by working closely with internal stakeholders and clinicians. - Oversee the accuracy and currency of referent contact records within EMR and CRM systems. - Engage with clients exploring employer-paid extensions, guiding them through the process. - Maintain comprehensive digital records of communications, agreements, and pertinent documentation. - Reporting, Forecasting and Analytics - Oversee and ensure timely, accurate preparation and submission of all referent reports. - Lead the creation and review of weekly referral and engagement reports. - Monitor and compile Virtual Intensive Therapy Program (VITP) attendance data. - Audit client files, EMR records, and workflows to verify compliance with referent contract requirements. - Maintain and optimize CRM or referral tracking systems. - Communicate key findings, insights, and forecasting information to leadership. - Coordinate and follow up on outcome measures and partnership communications. - Referral Process Management and Coordination - Manage and enhance the referral process to improve client access and service efficiency. - Supervise the handling of incoming referrals, ensuring timely responses. - Coordinate closely with intake and clinical teams to proactively address capacity issues. - Work with Intake and Admissions to monitor the referral pipeline. - Lead cross-functional initiatives by collaborating with marketing, intake, and clinical teams. - Interdepartmental Coordination - Serve as the main point of contact between referents and administrative or clinical teams. - Collect and communicate partner feedback and concerns to leadership. - Oversee and coordinate the accurate completion of documentation required for program extensions or modifications. - Assign, monitor, and ensure completion of reporting tasks across teams. - Outreach and Presentations - Lead and deliver impactful presentations and virtual information sessions to existing and potential partners. - Act as a professional and knowledgeable representative of the organization during all referent interactions. - Supplementary Responsibilities - Other duties as assigned. Qualifications - Exceptional organizational and time-management abilities. - Proven capacity to work autonomously and manage competing deadlines. - Strong leadership, interpersonal, and client service skills. - At least two years’ experience in client-facing or administrative positions. - Advanced proficiency with MS Office Suite (Excel, Outlook, Word, PowerPoint). - Hands-on experience using EMR and CRM systems. - Background in healthcare or mental health administration. - Comfortable handling confidential information and sensitive communications. - Strong analytical and critical thinking skills. - Experience with data tracking systems and reporting tools. Education & Experience - Completion of post-secondary education, preferably in health administration, business, or a related field. - Demonstrated experience in medical or mental health administration is considered a strong asset. Benefits - Comprehensive benefits package including a yearly allowance of $2,000 for mental health and addiction services. - 24/7 Employee Assistance Program through GreenShield Health. - Competitive paid time off, with an extra paid day off for your birthday. - Float Days and Recognized Statutory Holidays. - Access to in-house fitness facilities or discounted gym memberships. - Exclusive discounts through Perkopolis on entertainment, insurance, and more. - Opportunities for personal and professional growth through our Education Support Assistance program. - Supportive relocation opportunities due to our nationwide presence. - Defined Benefit pension plan with up to a 4% employer contribution. - Maternity and parental leave top-up. - Discounts available at Kids & Co. Daycare.