PurpleLab

• Own the roadmap and backlog for our reference data portfolio — payer, SDOH, mortality, formulary, and other reference datasets: which fields we carry, how they’re defined, how they’re sourced, and how they’re maintained over time • Write clear PRDs, user stories, and data specs that translate customer needs into requirements engineering and data teams can build from • Partner with develop to curate reference data across payer, SDOH, mortality, and formulary domains • Monitor attribute quality — coverage, fill rates, mapping accuracy, drift over time — and prioritize fixes based on customer impact • Track market and data-source changes that affect our reference datasets: payer M&A, plan rebrands, Medicare Advantage contract changes, PBM shifts, formulary updates, new SDOH data sources, and mortality data refresh cycles — and translate them into backlog updates • Partner with commercial, customer success, and analytics teams to understand how customers actually use our reference datasets and where definitions need to sharpen • Write and maintain data dictionaries, attribute definitions, and release notes so internal teams and customers can confidently use what we ship

• Drive net new revenue growth through the acquisition of new logos and expansion of existing relationships. • Manage the full sales cycle: from prospecting and discovery to proposal, negotiation, and close. • Align client business needs with PurpleLab solutions. • Partner cross-functionally with Solutions Engineering, Product, Customer Success, and Marketing to deliver a seamless client experience. • Maintain accurate, up-to-date CRM entries. • Build strong, long-term relationships with stakeholders across commercial, medical, and data science functions. • Serve as the voice of the customer internally, helping to shape future solutions and GTM strategies. • Proactively identifies and develops new business opportunities, with a strong focus on net-new logo acquisition. • Drives full-cycle sales efforts with a focus on outbound prospecting, building new client relationships, and closing new logos. • Thrives in building relationships from the ground up. This role is about opening doors, not just managing existing accounts. • Focused on generating pipeline and closing new business in white space markets with minimal existing footprint. • Perform other duties as assigned to support business needs and company objectives.

• Listing leads receive fast, professional, and consistent follow-up. • Qualified appointments are scheduled efficiently for the agent team. • CRM records, notes, and follow-up tasks remain accurate and organized. • Appointment confirmations and show rates remain high. • Daily activity and conversion metrics are tracked consistently. • Call, text, and email inbound listing leads to set qualified appointments for agents. • Build rapport quickly through confident, consultative conversations. • Follow proven scripts while maintaining natural communication. • Qualify leads based on: Motivation Timeline Decision-makers Competition Pricing expectations. • Handle objections professionally and guide leads toward the next step. • Maintain accurate CRM records including: Notes Statuses Tags Follow-up tasks Appointment details. • Ensure follow-up processes are completed consistently and on time. • Confirm appointments and improve show rates through reminders and preparation. • Track and report daily and weekly KPIs including: Calls made Contacts reached Appointments set Show rates. • Operate within company standards and real estate compliance guidelines. • Maintain strong organization and execution in a high-volume environment.

• Onboard new clients after project kickoff. • Confirm project timelines, assigned team members, and required documentation. • Gather project requirements, intake forms, and supporting materials. • Guide clients through the onboarding process and ensure all prerequisites are completed. • Serve as the primary point of contact for clients throughout the project lifecycle. • Manage client-facing email threads and communication channels. • Respond to client inquiries professionally and within established response times. • Set expectations clearly and keep clients informed of project progress. • Escalate concerns or challenges when necessary. • Schedule and coordinate project meetings. • Track project milestones, deliverables, and deadlines. • Monitor project progress and proactively identify potential delays. • Follow up with internal teams to ensure commitments are met. • Maintain accurate project records and status updates. • Act as the bridge between clients and internal teams. • Filter and organize client requests before routing them to the appropriate team members. • Attend meetings, document action items, and ensure follow-through. • Help maintain accountability while fostering strong internal working relationships. • Maintain organized project documentation and communication records. • Track action items, decisions, and next steps. • Ensure project information remains accurate and accessible. • Support process improvements that enhance the client experience.

• Monitor organizational trends, communication patterns, and team dynamics. • Identify recurring issues, bottlenecks, or areas of concern before they escalate. • Surface actionable insights and recommendations to leadership. • Support initiatives that improve trust, communication, and organizational effectiveness. • Manage leadership meeting cadences, agendas, notes, and action-item follow-up. • Help ensure team meetings and one-on-ones occur consistently. • Track key commitments and support accountability across departments. • Support employee onboarding, integration, and development initiatives. • Maintain employee development records and growth pathways. • Coordinate recognition programs and employee engagement efforts. • Help ensure team members feel supported, connected, and informed. • Maintain organizational dashboards, boards, and tracking systems. • Help build and improve internal processes and communication systems. • Document workflows, procedures, and organizational best practices. • Prepare organizational summaries and leadership updates. • Track team engagement, development initiatives, and operational trends. • Support leadership with special projects and organizational planning efforts.

• Manage and schedule social media posts using tools like Later or Buffer • Build and send email newsletters via Mailchimp, Klaviyo, or similar platforms • Maintain organized content calendars across client accounts (social, email, events) • Respond to and organize customer reviews (Google, Yelp, Facebook) • Assist with the setup and optimization of Google and Meta Ads campaigns • Track campaign performance and organize insights in Google Sheets • Create basic branded visuals (social posts, banners, headers) in Canva • Support light website edits using Squarespace or CMS platforms • Write and edit content for the agency (LinkedIn, blog posts, email updates) • Assist with event logistics and internal promotions • Participate in agency video content creation (scripting, coordination) • Keep Google Drive, files, and SOPs tidy and easy to access • Support internal communications via Slack and project updates

• Oversee daily business operations to ensure consistency, efficiency, and alignment with company standards • Lead process improvement initiatives across departments, applying methodologies like Six Sigma or Lean • Analyze workflows and identify strategies to reduce costs, increase quality, and enhance productivity • Partner with senior leaders to support strategic planning and cross-functional alignment • Develop and track operational KPIs, creating reports and dashboards for leadership visibility • Build and maintain SOPs, process documentation, and operational playbooks • Manage and mentor operations staff, promoting a culture of continuous improvement • Collaborate with internal stakeholders to implement best practices and support change management

• Monitor active maintenance requests in AppFolio • Follow up with vendors to confirm scheduling, ETAs, and completion • Update work order notes and statuses daily • Send follow-up messages to leasing inquiries and showing prospects • Assist with scheduling reminders and interest confirmations • Conduct periodic reviews for renters insurance coverage and expirations • Identify missing documentation or overdue items and flag for follow-up • Send calendar invitations for maintenance appointments, inspections, or tenant access windows • Log vendor, tenant, and leasing communications in a shared tracking spreadsheet

• Audit and clean up existing SOPs and workflows • Build scalable systems from the ground up inside Notion and other operational tools • Create structured documentation frameworks and operational playbooks • Identify inefficiencies and proactively implement solutions • Design and implement AI-driven workflows using GPTs and automation tools • Build and deploy AI agents to handle repetitive operational tasks • Create Zapier integrations across CRM, operations, and internal systems • Maintain CRM data hygiene and structured pipeline management • Improve dashboards and operational metrics tracking

• Respond to guest emails, reviews, and donation requests with warmth and professionalism • Communicate with vendors, event leads, and community partners • Manage job applicant replies, interview scheduling, and onboarding paperwork • Pull and summarize daily sales reports from Toast (POS) • Compile manager feedback and shift notes from 7Shifts • Track and organize inventory reports via BevSpot • Maintain and update SOPs, checklists, and training materials using Jolt • Assist with weekly ordering by compiling supply lists • Design flyers, social graphics, and templates using Canva • Update weekly food & drink specials, menus, and event promotions • Support building and sending the weekly email newsletter • Coordinate with printers for menu edits and branded materials • Contribute to brainstorming sessions for events and seasonal campaigns