• Responsible for successful delivery of LTSS and Dual Eligible programs • Ensure effective cross functional coordination throughout the organization • Assist with the continuous improvement of program / project management best practices • Collaborate with functional owners on the identification and assignment of resources • Drive cross-functional communication between impacted business • Provide regular reporting and maintain ongoing communications to senior management, stakeholders and executive sponsors

• Act as the internal subject matter expert for business formation, entity management, registered agent, compliance filings, annual reports, foreign qualifications, amendments, certificates of good standing, virtual address, virtual mail, USPS 1583, and CMRA-related workflows. • Work closely with Partner Success, Product, Engineering, Fulfillment, Support, Legal, and Compliance to identify operational gaps surfaced by Bizee Pro customers, professional firms, and distribution partners. • Design and document new workflows for Bizee Pro, distribution partnerships, partner portal processes, API-enabled workflows, and future AI-agent-enabled use cases. • Help modernize workflows, tools, engagement channels, and operating processes so Bizee can scale efficiently while improving customer and partner outcomes. • Support Bizee’s move toward a more digitized, national fulfillment infrastructure across formation, registered agent, compliance filings, virtual address, virtual mail, and distribution partner workflows. • Create and maintain process documentation, workflow maps, SOPs, exception paths, support guides, escalation rules, and internal operating playbooks. • Identify recurring operational friction and convert it into process improvements, tooling requests, product requirements, automation opportunities, or reporting needs.

• Provides timely and accurate metrics on schedule and cost performance utilizing Earned Value or related processes • Supports all baseline development activities and development of charge numbers and WBS as applicable • Provides updates/changes as required, for programs with and without Earned Value requirements, in applicable tools (ERP or Cobra). • Provides analysis and reports on the performance variances to budget and assist with recovery plans as needed. • Analyzes and reports risks & Opportunities to the baseline cost, schedule, and the EAC. • Ensures timely maintenance of the Project-Activity Structure (Charge Numbers). • Provides timely completion of the Estimate at Complete (EAC) process, processing time-phased estimate to complete updates, and EAC package support for Program Financial Planning and Reporting. • Develops and Monitors the program level time-phased plan to support an overall program level view of revenue for forecast, budget, and 5-year planning processes. • Provides the financial data inputs, analysis, and applicable variance narrative for Program Management Reviews (PMRs) and Quarterly Business -Reviews (QBRs) • Provides timely invoicing and collection of customer receivables • Reviews and communicates the status of program financials, including the status on funding, and disposition of funding that is subject to cancellation. • Performs other duties as assigned

• Coordinate the management of a strategic portfolio which includes multiple related programs and projects directed toward an enterprise pillar • Partners with business leaders at all levels to envision, define, and initiate programs • Provides direction and guidance to program and project managers to monitor cost, schedule, and technical performance of component projects and operations • Captures the portfolio impact and value creation against strategic objectives • Leads the creation and delivery of the business and supporting capabilities necessary to reach the goals of multiple programs and projects • Coordinates the planning and operational implementation of programs across multiple programs or projects within the strategic portfolio/enterprise pillar • Manages risks and resolves issues requiring senior-level attention • Communicates information and recommends criteria for governance actions and decisions with the EPMO • Develops and improves portfolio and program processes, applies business and organizational knowledge and leadership skills • Acts as an advisor and provides leadership for the program management team • Composes and delivers periodic presentations for executive management, the Program Operating Committee, and the Executive Steering Committee • Facilitates the development of a cost-benefit analysis and return on investment for each project • Develops budget, financial projections and forecasted ROI for the program • Aids in the negotiation of contracts and contractual changes and coordinating preparations of proposals, plans, specifications and financial conditions of contracts • Regularly exercises discretion and independent judgment in the performance of his/her job duties