• Conducting retrospective chart reviews(inpatient and/or outpatient) to assess accuracy, completeness, and specificity of clinical documentation • Applying knowledge of ICD-10 code sets, procedure code sets and DRG classification systems to identify documentation and coding gaps • Applying medical terminology and review of procedures to assess clinical documentation opportunities • Shadowing physicians, coders, and CDI staff to understand current workflows and documentation practices • Interviewing key stakeholders (e.g., CDI team, coding team, clinicians, department heads) to gather insights into existing documentation challenges • Evaluating the effectiveness of hospitals CDI processes and identify areas for improvement • Developing structured queries and feedback where clarification or additional documentation is needed • Compiling audit findings into clear, actionable reports including identified gaps, risks, and recommendations • Conducting knowledge transfer sessions to educate client teams on best practices in documentation and compliance • Collaborating with the project management team to ensure consistency and quality across project engagements • Maintain strict confidentiality and data security in handling patient records and hospital information • Participate in aggregating data trends and audit findings to prepare management and executive level summation reports • Attend meetings with key stakeholders to review findings and discuss key recommendations

• Provide strategic direction and thought leadership in the development and execution of NetSuite initiatives. Collaborate with senior management to define the vision, goals, and roadmap for our NetSuite practice. • Serve as the primary point of contact and trusted advisor for key client accounts. Partner with clients to understand their business objectives, identify opportunities for optimization, and develop tailored NetSuite solutions that drive tangible results. • Lead the design and implementation of complex NetSuite solutions, ensuring alignment with industry best practices, scalability, and sustainability. Provide guidance on customization, integration, and optimization strategies to maximize the value of the NetSuite platform. • Mentor and coach junior consultants, fostering their professional growth and expertise in NetSuite. Lead by example, sharing knowledge, insights, and best practices to elevate the capabilities of the team. • Stay abreast of the latest trends, developments, and innovations in the NetSuite ecosystem. Drive continuous improvement initiatives, develop new methodologies, and contribute to the advancement of our NetSuite practice. • Cultivate strong, long-lasting relationships with clients, acting as a trusted advisor and advocate for their success. Collaborate with cross-functional teams to deliver exceptional service and exceed client expectations.

• Provide strategic direction and thought leadership in the development and execution of NetSuite initiatives. • Serve as the primary point of contact and trusted advisor for key client accounts. • Lead the design and implementation of complex NetSuite solutions, ensuring alignment with industry best practices, scalability, and sustainability. • Mentor and coach junior consultants, fostering their professional growth and expertise in NetSuite. • Lead implementation projects through all phases: Plan, Design, Build, Verify, Deploy, and Support. • Lead User Acceptance Testing (UAT), Systems Interface Testing (SIT), and End User Training (EUT). • Define data migration strategy and lead all data migration activities.

• Engage mid-to-late stage in enterprise pursuits to lead structured value discovery sessions with economic buyers and operational stakeholders: CROs, CFOs, COOs, VPs of RevOps, and Sales leadership. • Build rigorous, data-backed ROI models and business cases that quantify the financial impact of Outreach adoption, covering productivity gains, pipeline velocity, revenue lift, and cost avoidance. • Present value findings and investment justifications to C-suite and VP-level stakeholders with confidence, credibility, and the ability to handle scrutiny from finance-oriented buyers. • Own the business case end-to-end once engaged, from discovery interview through executive presentation, with clear handoffs to AE and SC at each stage. • Leverage MEDDPICC to anchor business cases to the prospect's metrics, economic drivers, and decision criteria in a way that directly supports the AE's close strategy. • Set the roadmap for the value consulting practice including: methodology, tooling, and engagement criteria and continuous improvement. • Develop and maintain repeatable, scalable value assets: ROI templates, industry benchmarks, value discovery frameworks, and executive business review tools that the broader SC and CS team can use independently on smaller deals. • Mentor SCs on value-selling techniques, discovery best practices, and financial modeling fundamentals, raising the floor for the entire team. • Partner closely with GTM leadership, AEs and Solutions Consultants to align the value narrative with the technical win strategy, ensuring consistency across all stakeholder touchpoints from solutioning through close. • Equip Customer Success to operationalize the value realization framework, enabling them to track outcomes and feed results back into future business cases. • Collaborate with Product and Marketing to ensure Outreach's value story reflects current platform capabilities and real customer outcomes, including AI-driven workflows through Amplify, Kaia, and Research Agent.