Bottom Line

• The Director of Scaled Advising leads Bottom Line's national scaled, virtual advising programs, including Bluprint and Get Schooled advising. • Bluprint is Bottom Line's scalable, light-touch advising program that supports students through college using digital tools, targeted outreach, and on-demand human support. • Get Schooled advising provides free, digital-first college and career guidance through personalized texting, content, and on-demand human and AI-supported advising. • This role sets strategy, quality standards, and the operating model for advising at scale, ensuring students receive high-quality, relationship-driven support through tech-enabled channels. • The Director leads a high-performing Scaled Advising team and serves as a key program voice on digital advising tools, informing the CPO and the MD, Program Strategy & Fidelity on opportunities and requirements, coordinating user testing of new tools, and partnering with the Transformation team to ensure tools support strong advising practice and student experience. • As a key voice in Bottom Line's commitment to scaling with quality, the Director shapes how scaled, virtual advising evolves to serve more first-generation, low-income students each year. • This role reports to the Managing Director, Program Operations. • Set the strategy, quality standards, and operating model for Bottom Line's national scaled advising across Bluprint and Get Schooled. • Define expectations for advisor practice, communication cadence, student experience, and case management across all virtual channels. • Set student outcome targets and operating KPIs that guide team performance. • Lead the ongoing evolution of the scaled advising model, ensuring it scales without losing relational quality. • Drive efficiencies in workflows and case management across virtual services, reducing advisor burden and improving response time and student experience. • Monitor scaled communications performance, identify content and workflow gaps, and recommend improvements. • Lead the Scaled Advising sub-team, including direct reports. • Partner closely with the Director, Success & Career Program Operations to coordinate handoffs and shared accountability for student outcomes. • Use engagement data, outcome metrics, and advisor/student feedback to refine the scaled advising model. • Represent Bottom Line externally on scaled advising, at conferences, with funders, and peer organizations across the college access and success ecosystem.

• The Director of Success & Career Program Operations is the bridge between national program expectations and high-quality regional delivery. • This role ensures regions have the practical supports they need to implement strong Success and Career programming, translating the model into clear routines, milestones, and tools that work in day-to-day operations. • The Director monitors key dashboards and early-warning signals to spot implementation or outcome risks, mobilizes targeted support, and engages regional and national leaders in timely problem-solving and course correction. • Own the national Success & Career operating system (goals, milestones, cadence) and ensure coherent delivery across regions. • Monitor leading indicators and outcomes; identify fidelity, capacity, and engagement risks; engage leaders and drive timely course correction. • Lead milestone reviews (before/after-action) to codify lessons learned and improve practice. • Operationally own Early Warning System (EWS) implementation; ensure regional and scaled teams act on signals and track follow-through. • Operationalize the employability curriculum and interventions aligned to Bottom Line’s Employability milestones. • Oversee a scalable volunteer mentoring approach that delivers a strong student and mentor experience. • Plan and improve career events, workshops, and convenings using clear success metrics (scale what works; retire what doesn’t). • Use EWS and Employability data to target supports equitably and improve outcomes. • Enable strong implementation across regions for Success and Career programming (readiness, guidance, and process improvement for new and existing sites). • Lead communities of practice for Success Program Directors, Success Coaches, and Career Connections staff to build consistency through shared expectations and learning cycles. • Set and facilitate the operating cadence (calls, checkpoints, deadlines) so priorities and changes are clear and actionable. • Deliver onboarding, training, and coaching with Training & Learning; surface gaps and partner with Program Strategy & Fidelity to reduce regional burden. • Partner with Program Strategy & Fidelity to align delivery to the Bottom Line Way and fidelity guardrails; bring implementation insights to model evolution. • Partner with Access Program Operations on the pre-matriculation handoff, and partner closely with the Director, Scaled Advising. • Serve as program owner for Success and Career data tools (e.g. Advisor Dashboards, Employability reporting, First Destination data flows). • Oversee grant-funded program projects: manage scopes, timelines, and deliverables; track performance against grant metrics; and provide program narrative and data to inform funder reports. • Maintain clear timelines, processes, and protocols for key milestones; keep documentation and knowledge bases current and usable. • Use regional feedback and outcome data to drive operational improvements with Program Strategy & Fidelity. • Manage up to two direct reports, as needed, based on grant funding: set goals, provide feedback, support, and coach through challenges. • Build a high-performing team culture that supports learning, collaboration, and growth.

• Own the day-to-day administration and accuracy of Bottom Line’s Learning Management System (GoFarHub) • Manage systems for tracking training completion, participation, and compliance across the organization • Ensure staff training assignments in GoFarHub align with ADP records and role requirements • Build and maintain dashboards and reports that clearly show training progress, completion rates, and gaps • Monitor system usage and engagement data to identify trends and recommend improvements to system effectiveness • Analyze training completion data, assessment results, and learner engagement to identify where staff struggle or disengage • Regularly share training completion data and insights with Training & Learning leadership, HR, and department leaders • Flag and escalate compliance risks and partner with managers and HR to support follow-up and accountability • Troubleshoot system issues and collaborate with the Product Team to implement updates and improvements • Ensure staff and managers receive clear, consistent communication about training expectations, deadlines, and progress • Identify patterns in training data, systems usage, and project execution to surface insights and recommend operational improvements • Support continuous improvement of training operations by strengthening processes, documentation, and cross-team visibility • Coach team staff and people managers on how to interpret training data and apply best practices to address low completion, engagement gaps, or compliance risks • Support the implementation and ongoing management of the Training & Learning team’s evaluation framework, including tracking defined success metrics for trainings (completion, comprehension, satisfaction, and application) • Create, distribute, and manage evaluation tools such as training feedback surveys, assessments, and post-training follow-ups • Review and analyze training feedback survey responses to identify strengths, gaps, and opportunities for improvement • Synthesize quantitative and qualitative data into actionable insights and operational recommendations for the Training & Learning team • Identify patterns across training data and feedback to surface operational trends and areas for improvement • Implement processes for regularly reviewing and updating trainings based on evaluation findings and established team priorities • Partner with training content owners and SMEs to support the execution of improvements informed by evaluation data • Ensure evaluation practices are implemented consistently and reliably across trainings and initiatives • Maintain dashboards, reporting tools, and tracking systems related to training evaluation efforts • Lead project management for Training & Learning initiatives, ensuring projects are well-organized, on track, and completed on time • Develop and maintain clear project plans, timelines, and trackers for key initiatives • Coordinate across departments to gather inputs, align stakeholders, and move work forward • Facilitate meetings, track milestones, and communicate progress updates to stakeholders • Support pilot programs and new initiatives by ensuring strong operational execution • Identify process gaps during project execution and suggest practical improvements • Manage operational coordination of training and onboarding activities for new site launches in partnership with the Director of New Sites • Develop and maintain onboarding trackers, timelines, and documentation to ensure readiness milestones are met • Coordinate with subject matter experts to ensure training content and onboarding materials are delivered effectively • Track onboarding completion and gather feedback to improve future launch processes • Partner with the Director of New Sites to support evaluation of onboarding and training effectiveness for new site launches, including analyzing training completion rates and feedback data • Document lessons learned and contribute to improving repeatable onboarding systems • Support logistics and coordination for training programs as needed (e.g., scheduling, session setup, communication) • Maintain clear documentation of processes, workflows, and operational practices • Ensure consistency and follow-through across Training & Learning operations • Duties, responsibilities, and activities may change at any time with or without advanced notice.

• Create informative, actionable, and repeatable reporting that highlights relevant business trends and opportunities for improvement • Conduct insightful, ad hoc analyses to investigate ongoing or one-time operational issues • Use expertise in data structure to build new capabilities using data analytics • Manage the queue of reporting requests and prioritize reports, manage completion of requests, and communicate status and timeline • Create reporting and analytics roadmap that establishes key milestones and deliverables • Ensure timely, accurate and insightful reporting is developed and published • Manage and/or partner with consultants to create and deliver reporting dashboards and actionable insights • Partner with Bottom Line Program teams in developing reports and dashboards with metrics • Consult with Development teams for funding goal analyses • Collaborate with Salesforce Engineer to understand impacts of changes on dashboards and reports • Leverage statistical techniques to build multivariate analyses and/or predictive models • Work with cross-functional stakeholders to define business requirements around data and reporting needs • Facilitate User Acceptance testing for end-user deliverables • Deliver dashboards and reports developed in Power BI in a timely manner • Use JIRA to centralize and streamline prioritized requirements and ad-hoc requests • Create presentations to help illustrate data clearly to stakeholders • Develop documentation for each analysis conducted and/or dashboard report developed.

• Establish and maintain internal controls to ensure compliance with financial policies • Oversee the effective use of financial systems and their intersection across the organization • Develop budget projections and conduct budget scenario planning • Oversee Accounts Receivable, Accounts Payable, and Payroll • Manage performance of finance staff, providing coaching and feedback • Manage the annual financial audit, and all required state and federal reporting • Prepare monthly financial statements including budget to actuals, forecasts and cash flow