Alliance CAS

• Execution of Strategic Initiatives • Partner directly with the COO and executive leadership to execute high-priority business initiatives • Translate concepts and strategic direction into clear action plans, timelines, and deliverables • Own initiatives from start to finish, ensuring on-time and effective implementation • Drive accountability across teams to ensure follow-through and completion • Process Implementation & Improvement • Design and implement new workflows and operational processes • Identify inefficiencies and execute process improvements to increase speed, accuracy, and consistency • Ensure processes are clearly documented, repeatable, and scalable • Systems Implementation & Optimization • Execute system improvements, enhancements, and workflow configurations • Gather requirements, coordinate testing, and lead rollout of system changes • Identify and implement automation opportunities to reduce manual work • Ensure tools and systems are being used effectively across teams • Go-to-Market & Business Operations Execution • Execute recurring business operations deliverables, including communications, reporting distributions, and stakeholder updates • Support sales and business development efforts through execution of campaigns, outreach, and follow-up processes • Build, update, and maintain sales and marketing materials, including pitch decks, collateral, and supporting assets • Develop and maintain internal enablement resources, including training materials and documentation • Manage and execute digital presence activities (e.g., LinkedIn), ensuring alignment with company messaging and priorities • Coordinate branded materials and assets, including vendor management, ordering, and design execution • Support pipeline and revenue operations activities within systems, including updates, templates, workflows, and reporting • Assist leadership with execution of initiatives that drive business growth, client engagement, and brand visibility • Platform Ownership & Administration • Serve as the administrator and business owner for key operational platforms, including Smartsheet, HubSpot, SharePoint, Power Automate, Front, PandaDoc, and Tratta • Maintain system hygiene, including data integrity, naming conventions, user permissions, and account structure • Build and optimize workflows, dashboards, automations, templates, and reporting within systems • Execute system clean-up, rebuilds, and enhancements to improve performance and usability • Support system integrations and partner with IT on access management and best practices • Cross-Functional Coordination • Act as the central project lead across departments for key initiatives • Coordinate stakeholders, manage timelines, and remove blockers to keep work moving forward • Ensure alignment between teams during implementation • Performance Tracking & Reporting • Track progress of key initiatives and report on status, risks, and outcomes • Support development of KPIs and ensure visibility into performance metrics • Identify gaps and take action to keep initiatives on track • Change Management & Adoption • Drive adoption of new processes and systems across the organization • Ensure teams are trained, supported, and equipped for changes • Monitor adoption and address gaps to ensure long-term success • Other Duties • Special projects as assigned by Chief Operating Officer and/or Chief Executive Officer.

• Prospecting & Lead Generation : Identify and research potential customers by cold calling, emailing, networking and industry events. • Relationship Building : Visit clients at their place of business and develop long-term relationships with decision makers and key stakeholders. • Sales Presentations & Demonstrations : Deliver presentations that illustrate the value of our service to potential clients. • Close Deals : Prepare contracts and drive for execution. • Territory & Pipeline Management : Take ownership of growth in the West Florida territory maintaining a healthy pipeline in our CRM (HubSpot) and prioritize opportunities with the highest volume of delinquent accounts aimed at meeting or exceeding monthly sales targets. • Market Intelligence : Stay up to date on competition, industry trends, and customer needs providing feedback to internal teams. • Collaboration with Internal Teams : Work closely with internal teams and partner with Solutions & Success to onboard and pass off new clients to Operations. • Travel & Networking : Regular travels within the territory to meet clients, attend trade shows, industry events, and networking events. • Flexibility: Attend board meetings as required, including those that occur after normal working hours. • Other Responsibilities: Undertake additional duties as needed.