• Managing daily data transfers of patient appointment and payment information in collaboration with Customer Success and Operations teams • Exporting, formatting, and delivering appointment reports from EHRs (like Medent, Healthie, athena) to designated destinations (client EHRs, Sylvan Health SharePoint, or other required formats) • Reviewing intake schedule update reports from clients and updating appointment statuses in EHRs with appropriate notes and next steps within the same business day • Supporting partner-specific data and file management workflows, including custom processes related to self-pay requirements within partner EHRs • Maintain clear, timely communication with the Sylvan Health team regarding questions, updates, and progress using agreed-upon channels (Microsoft Teams, Outlook, or phone as needed) • This role does not include direct communication with external partners or patients • Complete reporting updates and data management tasks within the same business day • Proactively notify Sylvan Health in writing if any delivery timelines are at risk of delay

• Analyze datasets to uncover trends, patterns, and opportunities for outreach and engagement • Segment and prioritize nonprofit and educational partners based on potential impact and giving behavior • Develop reports, dashboards, and metrics to inform sales, marketing, and program decisions • Collaborate with data collection and entity resolution team members to ensure accuracy of insights • Continuously refine analytical methods and processes to improve decision-making

• Create, update, validate, and maintain master data records including customers, vendors, materials, warehouses, pricing, BOMs, routings, and related ERP data. • Acting as the golden record owner (ensuring customer master data is updated across ERP, CRM and E-commerce platform). • Maintain customer master data and pricing files within SAP and related systems. • Ensure compliance with internal data governance standards, naming conventions, and classification structures. • Partner with Supply Chain, Procurement, Finance, Sales, Manufacturing, Customer Service, and IT teams to support business requirements and integrations. • Serve as the subject-matter expert for master data processes, workflows, and troubleshooting before escalating to IT. • Identify opportunities for process improvements, automation, and reduction of manual work. • Develop and maintain SOPs, work instructions, training materials, and user support documentation. • Generate reports and perform root-cause analysis on data quality and process issues. • Support audits and compliance requirements (SOX)

• Manage and maintain the 'Golden Record' for core data domains (Customer and Product), including resolving data conflicts and duplicates. • Manage data hierarchies, relationships, and cross-system mapping. • Oversee the matching and merging process to improve consolidation of data. • Establish, measure and monitor Data Quality KPIs (Accuracy, Completeness, Timeliness, Consistency) • Perform root-cause analysis on data discrepancies and lead remediation efforts. • Design and implement automated data profiling, validation and cleansing processes. • Support the development of data governance standards, policies, and business rules. • Document data lineage, business glossaries, and data dictionaries. • Facilitate data stewardship activities across business units