• Pre-Sale Collateral: Lead the development of CTV-specific sales marketing decks, pitches, and custom proposals. • Omnichannel Planning: Provide strategic planning and marketing support for display, mobile, and video ad sales to ensure holistic client solutions. • Research & Case Studies: Conduct deep-dive industry research and mine historical data to build compelling success stories and "proof of concept" case studies. • AI & Innovation: Stay at the forefront of AI advertising trends, helping the sales team translate these opportunities into actionable client offerings. • Complex Forecasting: Utilize DMPs and internal tools to forecast inventory, calculate GRPs, and evaluate ROI for prospective clients. • Campaign Lifecycle Management: Oversee the full lifecycle of digital media campaigns, including display, OTT, pre-roll video, and custom sponsorships. • Technical Onboarding: Lead the launch process for complex campaigns, ensuring trafficking accuracy across all inventory partners. • Strategic Optimization: Proactively manage accounts by monitoring daily delivery metrics and performance data to provide optimization recommendations. • High-Level Reporting: Prepare robust weekly/monthly wrap-up reports and Quarterly Business Reviews (QBRs) focusing on KPIs and future strategic guidance. • Revenue Growth: Assist Sales with upselling new or existing products and securing incremental budgets and renewals. • Cross-Functional Liaison: Act as the primary liaison between internal teams (Ad Ops, Publisher Development) and clients to solve problems and troubleshoot technical issues.

• Oversee the organizational structure and service model ensuring consistency, efficiency, and alignment with business goals • Own enterprise level client satisfaction outcomes, including NPS, survey feedback, team performance, and overall experience quality • Ensure accurate and timely execution of core 401(k) plan operations, including compliance testing, 5500 filings, year end readiness, and participant processes • Lead major transformation efforts to improve scalability and client experience • Coach and develop leaders and high potential associates; build clear career paths and training programs • Manage key performance indicators (KPIs) across service delivery

• Own end-to-end customer outcomes across the post-sale lifecycle, from implementation to renewal and expansion • Ensure customers achieve predictable time-to-value, strong adoption, platform stability, and long-term success • Serve as the executive escalation point for critical customer issues and relationships • Lead and develop senior leaders across Implementations, Support & Integrations, Customer Success • Build a high-performing leadership bench and foster a culture of accountability, ownership, and continuous improvement • Partner with Product, Enablement, and Engineering to ensure services readiness for all product releases • Define and own services KPIs and OKRs, ensuring progress is visible and measurable

JOB SUMMARY The NY Workers' Compensation CSR / IME SCheduler is responsible for receipt of new cases and ensuring proper system drafting and setup. The CSR also is responsible for taking direction and facilitating the case assignment/scheduling process. Dane Street’s success relies on individual and team contributions every day. We care for our customers, each other and Dane Street. It is the responsibility for all of us to maintain a positive working environment that promotes client satisfaction and results. MAJOR DUTIES & RESPONSIBILITIES Handling Receipt of New Cases: - Intake new cases and review/verify information and requests. Draft cases by entering information into the Dane Street system, AccessDS. - Work with client on any information missing pertinent to processing claim. - Sort, organize and create medical document listing - if required by client, and in line with specific special handling. Assignment of Cases: - Assign/schedule new cases to physicians for review with the appropriate physician, based on location, reviewer availability, specific guidelines, jurisdictional requirements and other client requirements. - Ensure that the assigned physician has no conflict of interest with the case assignment. Oversight of Cases: - Monitor, process and track cases to ensure we meet deadlines. Client Interaction: - Update clients frequently on cases in progress. - May communicate when there are questions on referral information to ensure proper documentation and information is provided to the assigned reviewer. - Ensure proper documentation for specified cases is provided to the client. Other duties & special projects, as assigned and based on business needs. EDUCATION/CREDENTIALS: An Associate’s Degree is preferred. JOB RELEVANT EXPERIENCE: Business experience in a healthcare and/or insurance setting is preferred. JOB RELATED SKILLS/COMPETENCIES: Present exceptional communication skills with a clear understanding of company business lines. The ability to apply critical thinking, manage time efficiently and meet specific deadlines. Computer literacy and typing skills are essential. WORKING CONDITIONS/PHYSICAL DEMANDS: Any lifting, bending, traveling, etc. required to do the job duties listed above. Long periods of sitting and computer work. WORK FROM HOME TECHNICAL REQUIREMENTS: - Supply and support their own internet services. - Maintaining an uninterrupted internet connection is a requirement of all work from home position. This job description is subject to change at any time.