• Serve as the overall Leader of the project team and exhibit excellent leadership skills in forming a team, ensuring strong communication channels, giving clarity, motivation and direction to the team throughout the engagement. • Be the primary customer interface and perform project management activities that ensures adherence to Salesforce methodology and project gates and governance. • Build and lead project plans; supervise and review project progress and timelines; adjust schedules and plans as needed; ensure on-time and on-budget delivery of projects and identify and resolve issues to ensure project success. • Supervise utilization of project resources in alignment with resource allocation and budget. This includes on-time entry and approvals for project timesheets. • Able to lead one or two large projects or a couple of small to medium-sized interrelated projects requiring complex cross-functional teamwork and management at the program level. • Facilitate requirements gathering and assist with crafting project deliverables and Salesforce documentation as needed. • Being an extension to the account team to extend the Salesforce footprint. • Participate in end-to-end implementation planning, including project management, risk & issue management, communication, and business organizational change. • Facilitate User Acceptance Testing with business end users, including coordination and user acceptance sign-off.

• Writes, edits, proofreads, researches and updates national-level content to ensure clear, accurate, strategic and compelling communications for various channels, including print, video, digital and social media. • Contributes strategic writing support to national-level marketing and branding materials to ensure quality and consistency of messaging. • Supports the editorial strategizing and operationalizing of wish storytelling in partnership with the Storytelling Strategy team and chapters. • Actively collaborates on impactful testimonials that will underpin revenue-driving activities across the enterprise. • Gathers diverse constituent experiences to best support storytelling for revenue-driving needs, including through wish family interviews. • Provides management of freelance writers as needed, ensuring clarity, professionalism, quality and consistency in brand voice and style. • Maintains costs in line with departmental budget. • Actively ideates and coordinates with stakeholder teams across the National Make-A-Wish team to conceptualize and execute a wide variety of creative projects. • Assists the production process to ensure written materials receive the appropriate approvals for content, medical, statistical and policy accuracy. • Follows the Creative Team workflow process, including use of team’s project management tool, for all projects. • Adheres to brand tone, messaging and voice guidelines. • Performs other job-related duties, as assigned.

• Conduct weekly systematic reviews of client accounts using a risk model, track changes, and prepare detailed write-ups on invoice aging, payor trends, MCA balances, and compliance status. • Post structured client risk updates, coordinate with cross-functional teams, set funding blockers, and conduct payment audits to resolve anomalies. • Prepare monthly AWAC aging reports, annotate claimable balances, document non-claimable items, and participate in credit insurance broker calls. • Monitor compliance requirements, open and manage Salesforce cases, escalate non-responses, and enforce funding holds for tax liabilities or compliance gaps. • Summarize weekly client reviews into monthly portfolio reports, align narratives with the Portfolio Manager, and finalize presentations with the data team. • Collaborate with Account Management, Collections, and other teams on client risk issues, respond promptly to follow-ups, and contribute to process improvements.

• Plan, coordinate, and enhance training and development programs across the organization • Collaborate with sales teams to identify training needs and coordinate training resources • Manage Learning Management System (LMS) and track training activities • Evaluate training effectiveness and make necessary improvements based on feedback