• CPQ Quoting: Own day-to-day configuration, pricing, and quoting via Salesforce CPQ for routine and complex deals — reviewing for accuracy, applying standard discounting, and escalating non-standard terms for approval. • Process Improvement: Identify and help fix inefficiencies in the quote-to-cash workflow; support automation efforts and template updates; help ensure adherence to revenue recognition standards (ASC 606). • Reporting & Analytics: Build and maintain dashboards tracking quote turnaround time, approval rates, and discount trends; deliver weekly insights to Sales leadership. • Sales Enablement: Be a go-to resource for reps on quoting best practices and deal structuring; troubleshoot quote-to-order issues and participate in deal reviews. • Cross-Functional Collaboration: Partner with Sales, Finance, and Legal on process changes; help train new hires on self-service CPQ tools. • Risk Management: Flag pricing discrepancies or compliance risks and support resolution to protect margins.

• Supports the oversight and management of an end-to-end change management framework across business and technology changes • Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions • Develops, communicates, and implements a holistic strategy for own specific business management function in support of and integrated with the overall business strategy • Oversees/leads/manages and plans work activities that may require alignment across multiple areas • Acts as a strategic partner by leading relationships with key enterprise partners and interfacing with respective leadership team

• Partner with CarePathRx’s health system partners on optimizing contracts for their home infusion pharmacy including: Developing payor priorities for securing contracts • Reviewing payor contracts and related amendments and providing related recommendations • Evaluating and analyzing proposed rates against benchmarks, including per diem and drug rates • Partner guidance during health system implementation of their home infusion pharmacy for the health system partner and CarePathRx including: Aligning all processes to the overall implementation timelines, including payor credentialing application process • Providing consultation, education and training on contract requirements to Intake and Billing/Collection teams, including information regarding payor reimbursement methodologies, rates and policies • Working cross-functionally to ensure contract or amended rates and payor information is loaded accurately by the appropriate team for system optimization • Ensure ongoing success of the home infusion pharmacy contract strategy through: Maintaining the knowledgebase particular to benchmark rates and managed care terms; leverage this data to inform health system partner strategies • Managing payor contracts and amending reference materials to support all teams • Liaison with internal and external teams when needed for resolution of payer processing issues around payer contract load issues • Set the strategic direction for payer contract management, ensuring contracts are operationalized effectively to support accurate benefit verification, billing, and collections • Oversee payer change management strategy, including prioritization, risk mitigation, and cross‑functional coordination for payer updates across the client base. • Provide executive oversight for payer audits, ensuring timely, compliant, and effective responses while identifying systemic improvement opportunities. • Define cadences for review of contracting pricing and support on best practices to move forward optimizing outcomes and results • Serve as a trusted advisor to client executives and internal leadership, translating payer performance into strategic insights and recommendations • Foster strong cross‑functional relationships to align operations and partner managed care teams for payer engagement strategies.

• Own end-to-end preparation and filing of bank regulatory reports, including FFIEC Call Reports (031/041/051), and other required filings with the OCC, FDIC, and other applicable regulators. • Build and maintain the regulatory reporting framework, including reporting calendars, data sourcing workflows, reconciliation procedures, and internal controls to ensure accuracy and completeness. • Interpret and apply regulatory reporting instructions (FFIEC, OCC, FDIC, Federal Reserve) to Sezzle's unique business model, ensuring proper classification and reporting of BNPL-related assets, liabilities, income, and capital. • Monitor and implement changes to regulatory reporting requirements, including new or revised schedules, reporting thresholds, and interpretive guidance. • Collaborate cross-functionally with Accounting, FP&A, Treasury, Legal, Compliance, and Engineering to source data, resolve reporting questions, and ensure consistency between regulatory filings and GAAP financial statements. • Support regulatory examinations and audits by providing documentation, responding to examiner inquiries related to Call Report data, and remediating findings as needed. • Partner with external auditors and consultants on regulatory reporting matters, including agreed-upon procedures and attestation engagements. • Develop and maintain documentation of regulatory reporting policies, procedures, and methodologies to support SOX compliance and institutional knowledge. • Leverage technology and automation to improve the accuracy, efficiency, and scalability of the regulatory reporting process. Champion the use of AI and modern tools to streamline data aggregation, validation, and submission workflows. • Provide regulatory reporting expertise to leadership on the financial reporting implications of new products, strategic initiatives, and changes to Sezzle's banking operations.