• Lead customer needs analysis discussions and develop tailored applications of products and services • Partner with Sales Representatives to qualify leads, define scope, and align on target close timelines • Develop and deliver compelling sales presentations, including product demonstrations, webinars, and onsite technical sessions • Support Business Development across the full pre-sales cycle, including solution positioning, sandbox evaluations, and strategic use of technology capabilities • Contribute to the completion of technical and application-focused RFI/RFP responses • Ensure smooth transition of new accounts to Delivery and Operations teams • Participate in sales forecasting and pipeline planning activities • Build and maintain strong, professional relationships with internal stakeholders and external customers • Travel as required to support customer engagement, events, and global team collaboration • Operate flexibly to support sponsors and colleagues across multiple time zones

• Provide oversight claims advocacy of Management and Professional Liability excess claims. The first level claims managers will be in-house MGA or Programs claims teams or Third-Party Administrators. • Analyze forms, policies, endorsements, special handling instructions and other pertinent documents in order to validate coverage. • Manage claims in litigation with an eye toward protection of reputational risk and prevention of bad faith allegations. Possess a comfort level with fast-paced and time sensitive claim negotiation. • Approve claims according to authority, company rules, and/or local regulatory requirements • Advise the business on claims trends and loss mitigation (Program Management, Underwriting, Legal, Compliance, Risk, Finance and Actuarial functions). • Possess a deep understanding of reserving accuracy and estimating with varying degrees of information available. The ability to articulate reserving practice and analysis used to arrive at a reserve is of paramount importance. • Responsible for accuracy and adequacy of all aspects of claims reserving, and coverage assessment. • Establish, maintain and develop contacts with the MGA and Program partners, brokers, ceding companies, lawyers and loss adjusters in connection with claims matters. • Treat our broad range of customers fairly and professionally in all interactions • The scope of our D&O work is public and private corporations, including non-profits. • Travel within US and Internationally likely. • Any other duties as reasonably required.

• Lead cultural resources projects, business development opportunities and provide successful and independent management of archaeological and historic resources projects, including direction of field studies and assembly, supervision and direction of field teams. • Lead/Principal investigator for cultural resources projects include performing research, archaeological fieldwork surveys, monitoring, testing, and data recovery projects, historical research, preservation activities, report preparation, site forms and curation of archaeological artifacts. • Coordinate project mobilization and demobilization to project sites. • Provide successful and independent management of archaeological and historic resources projects, including direction of field studies and assembly, supervision, and direction of field teams. • Support Section 106 and Section 110 of the NHPA, including analysis, technical studies and project permitting for a wide variety of private, federal, state and local government clients and tribal entities. • Mentor and provide technical and operations resources for staff and project managers and supervise cultural staff. • Lead technical and strategy elements of proposal development including scope, schedule and budget. • Meeting project scope, schedule, and budget obligations for project management tasks. • Ensure the delivery of high-quality technical products through implementation of independent and quality review protocols.

• Define enterprise-wide taxonomy, governance, and "living knowledge" frameworks to support rapid scaling and IPO readiness. • Develop corporate ontologies to ensure institutional knowledge is machine-searchable and AI-ready. • Partner with senior leadership to identify and mitigate organizational memory risks. • Serve as DRI for a 7-wave data retention program, transitioning the company from Slack-centric storage to durable repositories (Confluence, Google Drive). • Build and mobilize a cross-functional network of department champions to lead migration efforts. • Enforce documentation standards, leverage AI tools (e.g., Glean) for migration, and manage change to prevent shadow IT. • Partner with Legal to manage compliance carve-outs, legal holds, and retention policies. • Standardize knowledge capture for critical transitions (departures, role changes, org redesigns). • Embed retrospective practices to systematically document decision rationales and project context. • Co-own governance of Oura’s tech stack (Confluence, Google Workspace, Glean, Miro, Slack, Intranet) in partnership with IT. • Optimize information architecture to support multi-tool AI stack use cases (e.g., performance reviews, deal continuity). • Embed knowledge hygiene into core HR milestones (onboarding, L&D tracking, planning cycles). • Define and track KPIs for knowledge health, including content currency, discoverability, and search efficacy.