Lead Surge

• Lead our technology transformation, guiding the organization off its current custom CRM and onto modern enterprise platforms built to scale • Serve as ongoing technical product authority, ensuring continuous evaluation and adoption of technology • Define product vision, own requirements, and serve as primary technical liaison to external development vendor • Lead evaluation and selection of new enterprise software platforms, ensuring alignment with business needs • Define technical architecture and integration strategy for new platforms in partnership with external team • Translate organizational requirements into a phased implementation roadmap with clear milestones • Maintain ongoing technology roadmap and assess emerging tools to ensure effective systems • Champion adoption strategy and partner with Sr. Technology & Operations Lead on execution • Author detailed technical documentation for the development team, including functional specifications • Drive delivery accountability, set expectations, and evaluate estimates

• Lead rigorous "Build vs. Buy vs. Partner" evaluations for all components of the AI ecosystem • Define the company’s AI tooling architecture, including how tools integrate with existing systems (CRM, ad platforms, analytics systems, etc.) • Own the technical AI roadmap, sequencing initiatives, managing dependencies, and communicating trade-offs clearly to leadership • Continuously assess the evolving AI landscape and make timely, well-reasoned recommendations about when to adopt, replace, or retire tools • Implement agentic AI solutions that can act, make decisions within defined parameters, and reduce manual intervention across key workflows • Build and configure multi-step AI workflows and solutions that connect across tools and departments • Ensure solutions are reliable, auditable, and built with appropriate guardrails and failure handling • Lead end-to-end implementation of AI solutions from scoping through deployment, working from recommendations provided by the AI Business Process Analyst • Partner with internal teams and external vendors to ensure solutions integrate cleanly into existing workflows • Maintain clear documentation on system architecture, tool configurations, and integration dependencies • Monitor solution performance post-deployment and iterate based on real-world usage and feedback • Develop and deliver training programs with the help of the AI Business Analyst that help staff understand, trust, and effectively use AI tools in their day-to-day work • Create accessible resources guides, demos, that meet team members where they are regardless of technical background • Serve as an internal resource for AI-related questions, troubleshooting, and best practices • Promote responsible AI usage and help the organization develop clear norms around how AI tools are used • Work closely with the AI Business Process Analyst to translate operational findings into technically sound solution designs • Engage with department leads and leadership to align on priorities, surface blockers, and report on initiative progress • Support change management efforts by ensuring teams feel prepared and supported as new tools are introduced

• Conduct comprehensive review of every department and its associated workflows • Interview team leads and individual contributors to understand workflows • Evaluate documented processes through the lens of AI applicability • Work closely with AI Solutions Architect to translate process insights • Support change management efforts by documenting new AI-assisted processes

• Responsible for planning, negotiating, purchasing, and optimizing media space across various platforms • Develop and maintain positive relationships with sales representatives across multiple media markets • Negotiate rates that will generate cost-effective lead flow for the client • Analyze response data to optimize current and future media schedules • Build effective, well-rounded media plans that meet client lead flow needs • Write thorough rationales that provide market insights to client • Place orders and revisions with media, follow through to ensure that orders are processed • Stay up to date with industry trends and emerging technologies.

• Own the end-to-end ordering process for all slotted media • Conduct rigorous quality checks on TV and radio creative • Act as primary point of contact for external production house • Partner with the copyediting team to review monthly client offers • Nurture professional relationships by providing proactive updates

• Develop high-converting copy for Google Ads (Demand Gen), search, video, and landing pages. • Create compelling copy for direct mail, newspapers, marriage mail, and inserts. • Consistently pitch "breakthrough" ideas, testing new hooks and angles to combat market fatigue. • Proactively audit funnels and propose copy experiments to drive real lift without the need for handholding. • Leverage AI-driven tools to accelerate research, ideation, and iteration while maintaining high-quality standards. • Partner with the Creative Director and digital team to ensure all messaging aligns with client KPIs and lead generation goals.

• Bring a constant stream of 'breakthrough' ideas to the table, testing new angles and hooks to stay ahead of market fatigue. • Lead the development of highly persuasive, engaging scripts for TV and video spots designed to drive immediate viewer action and lead generation. • Write conversion-focused print copy that aligns with client lead generation goals. • Manage multiple projects simultaneously, delivering high-quality, and error free work, in a deadline driven environment. • Maintain an understanding of our client’s current and future needs and the KPIs we use to measure performance. • Integrate AI-driven tools and emerging technologies into the copywriting workflow to accelerate the copy development process, research, ideation, and iteration.