• Coordinate robust donor acquisition initiatives through innovative digital outreach, multi-channel direct response, and strategic audience expansion. • Lead 360-degree portfolio initiatives to maximize lifetime value, balancing donor retention and attrition-reduction strategies. • Partner with Fundraising and Product teams to optimize donor experiences, audience segmentation, and lifecycle journeys across acquisition and retention funnels. • Design tailored journeys to deliver an optimal experience that supports lead generation, donor conversion and retention among new and existing audiences. • Develop upgrade and cross-sell strategies to increase donor lifetime value. • Oversee end-to-end campaign implementation, conducting complex data selections and segmentation, ensuring strong execution. • Continually refine supporter touchpoints ensuring all individual giving communications are donor-focused and aligned across channels. • Monitor KPIs, produce reports, and adjust tactics to meet revenue and volume targets related to acquisition, retention, attrition, upgrade, and lifetime value. • Support forecasting, performance projections, and ROI tracking across acquisition and specialized giving streams. • Partner with the data team to ensure analysis supports strategic decision-making. • Collaborate in donor research initiatives (e.g., user testing, surveys, focus groups) to inform program improvements. • Support the Audience Strategy team in holistic initiatives aiming to enhance donor retention, upgrade opportunities and increase donor lifetime value. • Work closely with colleagues across Fundraising to ensure activities are coordinated, strategic, and supporter-centric.

• Draft, review, negotiate and finalize agreements with study sites • Negotiate investigator grant budget negotiation parameters, contractual terms and conditions • Ensure compliance to established negotiation parameters, authority approval, and client expectations • Identify and assess legal, financial and operational risks • Provide recommendations and alternative resolutions to Investigator Contracts negotiations • Coordinate with internal functional departments to ensure various site startup activities are aligned with contractual activities • Achieve target cycle times for site activations • Complete tracking and reporting as required • May provide training and mentoring to junior staff • Participate in country process improvement initiatives • Act as country subject matter expert in review of Investigator Contracts training materials • Liaise with Global Site Contracts to ensure compliance with established global processes

• Drafts, executes and processes various company contracts, reports and related documents with clinical study sites and principal investigators. • Develops and maintains professional relationships with assigned sites. • Negotiates within approved parameters both investigator grant budget and contractual terms and conditions in accordance with client negotiation parameters, established process with clients and follows established escalation routes. • Coordinates stakeholder review of changes outside of negotiation parameters and submission of recommendation to resolve negotiations. • Monitors and reports contractual progress to Site Contract Manager. • Partners to reduce and/or eliminate company regulatory, legal and financial exposure. • Initiates and coordinates follow-up with stakeholders regarding the status of outstanding agreement issues in accordance with agreed process documents. • Ensures that finalized contractual documents are uploaded to eTMF within required timelines. • Assists TMF specialist with eTMF QC and issue resolution in accordance with agreed process. • Tracks common negotiation points for negotiation parameter updates in accordance with agreed process documents.

• Prepare, participate in, and document multiple weekly calls to review and assist in securing executive approval for deals in the deal desk pipeline • Ensure the timely completion of critical approval actions, working in close alignment with the sales team • Maintain and update the RFP response templates, including drafting specific responses when needed • Work collaboratively with internal teams such as Legal, Finance, Pre-sales, and Sales Operations to ensure deals are executed efficiently and accurately • Assist in maintaining the delegation of approval matrix to support various deal approval level requirements • Support the sales leadership, services, and finance teams to help ensure that deals maintain financial rigor and meet margin thresholds • Engage with the Sales Team to help accelerate deal velocity, track progress, and report using Dotmatics BI tools • Assist in identifying risks and help manage change control processes for deals in progress • Collaborate with sales, customer success, finance, and services to help maintain the foundational processes for a high-performing Deal Desk • Help optimize and manage the continuous deal pipeline by ensuring adherence to deal desk guidelines and contributing to process improvement initiatives • Act as a collaborative partner to the sales organization and support functions to facilitate deal execution and approvals • Support in streamlining deal processes and workflows • Provide project support and facilitation throughout the deal desk process • Contribute to the collection and analysis of deal-related data to assist in decision-making