• Review new customer onboarding applications for completeness and compliance. • Verify customer identities and business documentation as part of KYC/KYB onboarding. • Perform Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD). • Conduct sanctions, PEP, and adverse media screening during onboarding. • Assess AML and onboarding risk and escalate higher-risk applications when appropriate. • Communicate with customers and internal teams to resolve onboarding issues. • Maintain accurate onboarding records, audit trails, and compliance documentation.

• Independently produce accurate, on-time policy analysis for assigned jurisdictions or issue areas, covering federal, state, and local legislative and regulatory developments. • Deliver recurring written outputs — summaries, trackers, reports, and briefings — that meet quality standards with routine review and guidance from senior team members. • Demonstrate reliable use of FiscalNote tools, data sources, and standard delivery workflows to execute client work efficiently. • Apply feedback consistently to improve the accuracy, structure, and clarity of your work across deliverables. • Manage your personal workload across multiple deadlines without delivery slippage, flagging risks or blockers early. • Join client calls and meetings to support senior team members in managing client relationships and communicating on project status. • Communicate clearly and professionally in writing and in internal discussions, using established formats and templates. • Become an expert in FiscalNote’s current products and solutions, contributing to the delivery of new technical and professional services offerings over time. • Relay client and product feedback to product, engineering, and go-to-market teams to inform continuous improvement.

• Responsible for direct site facing contract and budget negotiations through contract execution with assigned clinical investigator sites including initial agreements and amendments • Manage the Per-Subject Cost (PSC) process for assigned studies • Manage escalation and resolution for budget and non-legal term issues from other ICL or preferred Contract Research Organizations (pCRO) • Collaborate with other lines to plan site contracting timelines though start up • Exercise good judgment in balancing the risks to the sponsor in making budget and contractual decisions against the impacts to client clinical trial timelines • Follow processes to develop, negotiate, track, and execute global clinical study agreements with institutions and investigators participating in sponsored clinical trials • Work with partners to develop and oversee the global site budget process • Work with clinical trial sites and directly negotiate cost, business and contractual terms and conditions with investigators/institutions, making changes to contract templates within the Legal division approved parameters • Lead study level site contracting activities and act as primary study point of contact for site contracting issues and timelines on assigned studies • Partner with Legal and other divisions to manage escalations in the site budgeting and contracting space • Partner with Legal, Finance, pCRO and other divisions to identify and implement areas of improvement in the site contracting space • Lead and develop relationships with key investigational sites and Site Management Organizations across the contracting and budgeting interface • Collaborates with invoicing specialists and/or invoice service provider to ensure alignment with Investigative Site contracting and compensation requirements • Interacts with clinical site contracts & legal contacts, client and partner legal team, study management, site payments team, peer site contracting colleagues, and CRO site contracting teams • Contributes to design, development and implementation of major business initiatives or special projects where required

Role Description This position is National Remote. You’ll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. The Benefit Operations Management (BOM) team is responsible for error free point of sale pharmacy script adjudication. An Associate Benefit Analyst will play a critical role by partnering with clients and Optum Rx stakeholders to assess, define, and perform pharmacy benefit implementations and ongoing maintenance within the RxCLAIM™ adjudication system. This work includes: - New plan builds - Updates to existing plans - Copy/change requests - Global updates It’s a fast paced, high-volume environment that requires you to work independently while maintaining a strong focus on company policies and guidelines. Accuracy is vitally important and subject to auditing internally and externally to ensure our system is correctly configured and aligned with client defined benefit requirements and performance guarantees. Assets needed for an Associate Benefit Analyst include: - A high degree of personal accountability - Detail oriented - Ability to analyze and solve complex problems - Excellent conflict resolution skills - Timely strong written and verbal skills - Superior organizational skills - Innovative thinking - Ability to work on multiple projects simultaneously and prioritize accordingly This position is full-time, Monday - Friday. Employees are required to work our normal business hours of 8:00 am - 5:00 pm local time. It may be necessary, given the business need, to work occasional overtime or weekends. We offer weeks of on-the-job training and the hours during training will be 8:00 am to 5:00 pm, Monday - Friday. Primary Responsibilities: - Analyze benefit requests and secure all necessary data to ensure appropriate implementation based on applied logic of RxCLAIM™ adjudication system - Implement and maintain benefit requirements within the RxCLAIM™ adjudication system according to the client’s intent and within required turnaround time - Utilize system tools and follow documented processes to perform job functions - Work with various cross-functional departments to implement new and maintain existing benefits within the RxCLAIM™ adjudication system including, but not limited to: - Client and Pharmacy pricing - Formulary updates - Clinical programs - Specialty drug pricing - Perform validation of system benefit configuration and claim testing to ensure accurate adjudication - Perform peer review as assigned - Research and respond to all claims processing inquiries and issues from various cross-functional departments within required turnaround time - Adhere to client performance guarantees, when applicable - Participate in meetings assigned by leadership - Perform other duties as assigned You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Qualifications - High School Diploma / GED OR equivalent work experience - Must be 18 years OR older - 1+ years of healthcare experience - RxCLAIM™ or other claim adjudication experience - Proficiency with Microsoft Word (create and edit correspondence) and Microsoft Excel (ability to create, edit, and sort spreadsheets; apply basic analytical formulas) - Ability to work full-time, Monday - Friday. Employees are required to work our normal business hours of 8:00 am - 5:00 pm local time. It may be necessary, given the business need, to work occasional overtime or weekends. Preferred Qualifications - Certified Pharmacy Technician (CPhT) - Retail pharmacy or PBM experience Telecommuting Requirements - Ability to keep all company sensitive documents secure (if applicable) - Required to have a dedicated work area established that is separated from other living areas and provides information privacy. - Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service. Soft Skills - Experience using critical thinking skills to articulate and inform stakeholders on solutions and issues - Ability to comprehend, analyze data, and calculate results - Ability to problem solve and make educated business decisions - Strong verbal and written communication skills - Ability to work well independently and as a team - Maintain a growth mindset - Excellent interpersonal, organizational, analytical and time management skills as well as the ability to independently manage projects and deadlines - Proven ability to multi-task with attention to detail, remain focused and motivated in a fast paced, collaborative, and changing environment - Ability to use tools and technology to perform daily functions - Experience in implementing and maintaining benefits Benefits - Comprehensive benefits package - Incentive and recognition programs - Equity stock purchase - 401k contribution (all benefits are subject to eligibility requirements) Application Deadline This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.