• Triage and prioritize emails related to active and upcoming CEO-led projects. • Draft templated and semi-custom responses aligned with the CEO’s communication style. • Flag decision points, project risks, and follow-up requirements embedded in emails. • Maintain communication logs for project-related threads across stakeholders. • Manage the CEO’s schedule with precision to align meetings with project milestones. • Book project-related planning sessions, check-ins, and decision checkpoints. • Anticipate conflicts, shifting priorities, and required time blocks for deep work. • Ensure timely preparation for project reviews, updates, and brainstorming sessions. • Convert CEO ideas into structured project briefs outlining scope, timelines, and dependencies. • Prepare pre-meeting dossiers with project context, decisions needed, and risk points. • Track progress of CEO-led initiatives, ensuring alignment to timelines and deliverables. • Provide updates summarizing project status, next actions, blockers, and owner accountability. • Document all project-related interactions in a structured, traceable format. • Extract KPIs and progress indicators from tools, reports, and communications. • Build dashboards reflecting project timelines, completion percentages, and risks. • Maintain trackers and reporting cadences that give the CEO visibility without operational burden. • Build workflow systems, templates, and project boards in Monday.com and supporting tools. • Improve documentation structures for idea intake, project scoping, and execution tracking. • Identify gaps affecting project completion, proposing and implementing improvements. • Create standardized forms, PM templates, and automation workflows for consistency.

• Lead the strategic planning and execution of critical sales projects, from initiation to closure, ensuring alignment with overall business goals. • Manage cross-functional project teams, providing guidance, motivation, and follow-up to achieve project milestones and objectives. • Develop comprehensive project plans, including scope, objectives, timelines, resource allocation, and risk management strategies. • Define project strategies that capitalize on market opportunities and drive revenue growth. • Monitor project progress and proactively identify potential roadblocks, implementing corrective actions and strategies to maintain project momentum. • Analyze project performance metrics and provide regular reports to leadership, offering insights into project health and areas for improvement. • Drive client engagement and relationship management during project lifecycles, ensuring client satisfaction and effective communication. • Develop and refine project management processes, best practices, and tools to enhance project efficiency. • Provide thought leadership on sales strategies, contributing insights and recommendations. • Foster a collaborative and innovative team environment that encourages idea sharing, problem-solving, and continuous learning. • Serve as a subject matter expert on project management methodologies, sharing knowledge and expertise with team members and stakeholders.

• Manage all aspects of a project, from start to finish, so that it is completed on time and within budget • Recommend products and services that fit well with clients' business needs • Run execution of project in accordance with organization's project management methodology according to established project plan • Establish and maintain effective sales relationships with major accounts/customers • Coordinate with vendors to ensure they are integrated into the project and that the customer receives products on-time and satisfactory standards of service • Supervise progress and performance against the project plan; take action to resolve operational problems and minimize delays • Work directly with partners and clients to determine project scope, specifications, requirements, and perform calculations • Conduct project meetings and prepare regular reports to communicate the status of the project within and beyond the project team • Allocate resources and assign tasks to ensure these targets are met • Provide a high level of assistance to program/project managers to ensure projects are carried out according to plan

• Support Outreach Managers with project management, application review, field coordination, and customer communications. • Lead trainings and continuous education efforts, reviewing work quality and monitoring project and process timelines. • Track, analyze, and report program data to support management decision‑making. • Review technical materials and compile, validate, and maintain complete and compliant project documentation. • Independently manage elements of the project pipeline, data organization, and storage with strong attention to detail. • Ensure adherence to CLEAResult and client systems, tools, and protocols. • Participate in team meetings, providing updates and driving action‑item follow‑through. • Deliver internal and external training on web‑based application tools. • Identify and support cross‑team process improvements and assist with implementation. • Proactively identify, escalate, and help resolve project or performance issues with program leadership. • Coordinate with and support field staff as needed.