• Lead the pricing learning agenda: design rate-elasticity experiments, segmentation, result interpretation, and rollout recommendations • Design, in partnership with Portfolio Management and Product, payment gamification policies: reward rules by behavior, eligibility criteria, anti-fraud guardrails, and cohort impact evaluation • Support risk calibration for new products by adjusting risk appetite and credit policies according to direct-debit enrollment • Monitor adjacent pricing initiatives, such as new segmentations, when they intersect with pricing and profitability • Run end-to-end tests: hypothesis, design, stakeholder alignment (Credit, Data Science, Product, Payments, Collections), implementation specifications, monitoring, and rollout recommendation • Work with Data Science to prioritize and evaluate models that feed pricing decisions, defining objectives and success criteria from a business perspective • Produce analyses and materials that support pricing and gamification decisions, communicating clearly to both technical and business audiences, including leaders across other areas

• Manage & Coordinate the overall Solutions Design process ensuring that clinical protocols are appropriately mapped to software solutions efficiently, accurately and within project scope • Gather and document requirements and specify design components to support those requirements; Representing the Solutions Design team and provide subject matter expertise within client facing meetings as required • Create and maintain specifications for study-specific implementations of Clario products and services • Ensure consistency between trial data capture, data delivery and database structures • Collaborate with Clinical Systems Translation & Licensing (CSTL) to confirm correct versions of copyrighted questionnaires are implemented • Support Solutions Validation/Quality Control testing by addressing any defects associated with the design in a timely manner • Collaborate with other departments to investigate study issues found beyond the startup phase of the study • Participate or lead parts of internal and external design milestone meetings • Serve as additional delegate representing Solution Design in client audits to describe process flows, standards and best practices • Partner with other Clario teams - such as business Development – to assist in reviewing & analyzing proposals & protocols for new studies

• Partner with Data & Reporting teams to define, refine, and prioritize reporting requirements aligned with business objectives • Provide business context to support the development of dashboards, metrics, and analytics solutions • Validate reporting outputs to ensure accuracy, usability, and alignment with business expectations • Analyze data to support sales performance, forecasting, and growth initiatives • Identify and troubleshoot data discrepancies, collaborating with appropriate teams to resolve issues • Continuously evaluate and enhance reporting processes for efficiency, scalability, and usability • Gather, document, and prioritize business and technical requirements across multiple stakeholders • Translate business needs into clear, actionable technical specifications • Deliver ad hoc analyses and develop repeatable reporting solutions where applicable • Build and maintain strong relationships with business leaders and technical partners • Proactively identify opportunities to improve reporting, analytics, and decision-making capabilities • Provide reporting and analytical insights to support sales team performance and growth objectives • Interpret and apply business rules to ensure data integrity and consistency • Support execution and understanding of operational processes, including programs such as the LPL charge process • Contribute to cross-functional projects supporting sales and operational initiatives • Manage the intake and tracking of contract requests • Support the Business Manager in contract review and redlining processes • Coordinate communication and workflow between sales teams and legal partners • Serve as a coordination point for resolving reporting and system-related issues impacting advisors and sales teams • Partner with external partners and shared services teams to identify root causes and implement solutions • Identify recurring issues and recommend process or system improvements • Drive continuous improvement efforts to enhance data quality, reporting accuracy, and user experience

• Act as the Functional Lead within an Agile squad, driving end-to-end functional clarity and alignment across stakeholders • Mentor and guide junior Business Analysts, supporting their day-to-day work, deliverables, and best practices • Partner with Product Owners and business stakeholders to refine backlog, prioritize features, and align with business value • Own functional design and requirement quality across the commerce platform, including order lifecycle, customer flows, and integrations • Translate business needs into clear, structured functional requirements and acceptance criteria • Participate actively in Agile ceremonies (backlog grooming, sprint planning, reviews, retrospectives) • Serve as the liaison between technology teams and business stakeholders, ensuring seamless communication • Translate technical challenges, constraints, and dependencies into business-impact language for Product Owners • Play an active role in bug triage, root cause analysis, and production support, ensuring accurate functional validation. • Lead and support User Acceptance Testing (UAT) activities including planning, execution coordination, and validation • Collaborate closely with QA teams to ensure test coverage, traceability, and quality assurance • Support regulated pharma workflows, ensuring awareness of compliance, auditability, and data accuracy requirements • Drive continuous improvement in functional processes, documentation standards, and delivery practices. • Ensure the squad meets delivery milestones with strong ownership and accountability • Identifies and applies AI and automation opportunities to enhance business processes and drive efficient delivery.