• Execute end-to-end AML/KYC/KYB compliance for customer onboarding, including CDD and EDD for high-risk customers • Manage transaction monitoring systems—configure rules, investigate alerts, and identify patterns of money laundering, structuring, terrorist financing, and sanctions violations • Maintain operational compliance across EU MiCA, DORA, GENIUS, and money transmitter licensing obligations • Oversee AML/CFT regulations, OFAC sanctions, and travel rule requirements • Identify gaps in compliance workflows and implement improvements that balance efficiency with regulatory rigor • Partner with Product, Engineering, and Customer Success to build compliance controls into platform functionality • Support regulatory examinations and audits with documentation, testing, and timely responses

• Conduct a monthly onsite monitoring visit for each home with residents using the Residential Monitoring Checklist. • Conduct a quarterly monitoring onsite visit for each licensed home with no residents using the Residential Monitoring Checklist. • Ensure that at least quarterly each group home receives an unannounced group home monitoring visit using the Residential Monitoring Checklist. • At least 1 time per year ensure the facility is visited on a weekend or outside of normal business hours (8:00am5:00pm). • Document violations noted during the onsite visit. • Review and approve the licensee’s Corrective Action Plan to address identified deficiencies. • Submit a Provider Agency Action Request Form (PAARF) as designated. • Update information in GRID monthly to reflect correct client admissions and discharges for each facility visited. • Update information in APD iConnect as appropriate. • Assist with Disaster Planning activities as assigned. • Complete other related duties as assigned.

**Competitive Campaigns & Programs** - Plan and execute targeted multi-channel campaigns (email, paid media, direct mail, events) designed to win competitive accounts and displace incumbents. - Analyze, segment, and launch competitive acquisition campaigns aligned to account buying cycles, closed-lost patterns, and competitive vulnerabilities. - Incorporate industry-specific positioning, market trends, and new Veriforce product releases into omni-channel campaign strategies. - Partner with Sales and SDR leadership to align competitive plays with account-level strategies. - Run evergreen programs such as executive dinners, webinars, competitive nurture tracks, and displacement campaigns. **Competitive Intelligence & Account List Management** - Build, maintain, and continuously refine competitive account lists using multiple data sources (industry databases, buying cycles, account intelligence, contractor benchmarking, closed-lost analysis, etc.). - Leverage technologies and signals- M&A, asset sales, new site developments, regulatory investigations/citations- to identify competitive opportunities and trigger targeted campaigns. - Utilize contractor benchmarking data to guide competitive campaign themes and asset development. **Sales Enablement & Field Support** - Build and maintain competitive battlecards, toolkits, persona-specific messaging, and objection-handling guides. - Launch, update, and maintain competitive marketing and sales collateral tailored by industry segment and persona (one-pagers, landing pages, SDR sequences, case studies, etc.). - Deliver enablement sessions to Sales, SDRs, and CS teams to ensure readiness and alignment. - Maintain master competitive account lists with intel on renewals, key contacts, and areas of risk. **Event Integration** - Collaborate with Events and Customer Marketing to activate competitive presence at tradeshows, roundtables, industry conferences, and field events. - Ensure competitive messaging, positioning, and call-to-action touchpoints are consistently reflected across all in-person events and field activations. **Cross-Functional Collaboration** - Partner with Product Marketing to refine competitive positioning and messaging by industry and persona. - Work closely with the Competitive Intelligence Analyst to translate insights into actionable programs and campaigns. - Align with Customer Marketing on retention signals, expansion opportunities, and industry-specific challenges. **Measurement & Optimization** - Track program impact on meetings booked, pipeline sourced, win rates, and competitive market share. - Report performance to marketing and sales leadership; recommend optimizations for scale and ROI.

• Oversee intake, briefs, and deadlines to ensure smooth project flow • Partner closely with SAMs and PLs to align on priorities and deliverables • Manage and maintain creative calendars across multiple nonprofit campaigns • Own timelines, reviews, approvals, and quality assurance processes • Keep projects organized and on track within Deltek and Asana • Traffic creative assets to and from Mutiny for seamless collaboration • Safeguard version control and enforce scope discipline to prevent rework • Protect designers’ time by minimizing chaos and streamlining workflows