• Watch meeting recordings (or attend live when needed) • Distill meetings into accurate, prioritized action items • Ensure each action item has: ○ clear owner ○ due date (when appropriate) ○ priority level ○ correct project placement ○ enough context for the assignee to execute • Follow through until tasks are fully complete, not “kind of done” • Take control of projects quickly and confidently • Track progress, dependencies, and blockers • Proactively move work forward by updating: ○ stakeholders ○ documents ○ contractors (editors, designers, etc.) ○ timelines and project plans • View tasks empathetically from the client’s perspective • Reduce friction for the client by anticipating needs and clarifying next steps • Keep communication crisp, considerate, and confidence-building • Operate as a power user in: ○ ClickUp (task hygiene, views, statuses, priorities, due dates, docs/wiki) ○ Slack (external comms; clear and professional) ○ Microsoft Teams (client environments and coordination) ○ Google Workspace (Docs, Sheets, Drive organization) ○ ChatGPT / AI tooling (daily use is mandatory) • Keep project briefs, notes, and wiki pages accurate and current • Improve clarity and handoff quality inside tasks • Create “single source of truth” documents that stakeholders can trust • Own action items in ClickUp and proactively move tasks forward

• Serving as the client's ultimate internal advocate. • Creating and maintaining client-facing delivery schedules. • Tracking tasks and deliverables for his or her accounts on a monthly basis. • Working with the production teams to ensure that all tasks and deliverables are created on-time and on-brief. • Attending weekly, bi-weekly or monthly client check-ins. • Strong computer skills, including but not limited to proficiency with our proprietary software as well as industry tools.

• Develop and oversee transportation routing projects from conception to implementation. • Define project scope, objectives, timelines, and deliverables aligned with business goals. • Coordinate cross-functional teams (logistics, operations, IT, procurement, etc.). • Monitor project progress and adjust plans to meet cost, schedule, and performance targets. • Prepare and present project status reports to stakeholders and senior management. • Design and implement efficient routing strategies to reduce transit time and costs. • Analyze existing transportation networks and identify optimization opportunities. • Utilize routing software and Telematic tools to model, simulate, and validate route performance. • Manage routing algorithms, fleet assignments, geofences, and service schedules. • Ensure compliance with regulations (DOT, FMCSA, state/local transport laws). • Collect and analyze transportation data (fuel usage, mileage, delivery times, costs). • Develop and maintain KPIs and dashboards to track route efficiency and service levels. • Conduct root-cause analysis for performance deviations and implement corrective actions. • Collaborate with national and local vendors to establish working relationships, assign task, and expected project deliverables. • Strategically adjust department activities, policies, and practices to meet or exceed key performance metrics and customer satisfaction goals. • Participate in company meetings and any other market activities to foster the company’s recognition within the business community.

Cleo's Professional Services Project Management Office (PMO) is looking for a Project Manager to support and be a part of our organization's continued growth! The ideal candidate can present a successful record of delivering cloud-based, integration-focused solutions to external customers, with bonus points for B2B Integration and/or EDI experience. The Project Manager will coordinate closely with both customer and internal teams and be responsible for the successful implementation of Cleo products and services. You will work closely with cross-functional teams on approved projects and ensure delivery outcomes are achieved within scope, schedule, budget, and quality constraints. The Senior Project Manager must feel comfortable working with Executive and Senior Leadership, Client Stakeholders, and Implementation Engineers. You will be a great fit if you are organized, possess a strong project management mindset with technical chops, stellar communication skills, and a readiness to grow and be challenged as part of a high-performing team. What you will be doing Manage a portfolio of projects, including efforts tied to strategic accounts Deliver value to our customers by owning project delivery outcomes from kickoff to closure for customer-facing solutions Communicate regularly with project stakeholders on status, schedule, budget, and risk factors through each project phase Conduct project kickoffs, planning sessions, and regular delivery meetings Lead teams consisting of implementation engineers and influence everyone around you to deliver positive results for both Cleo and our customers Understand and communicate the value of Cleo's solutions to our customers Thrive on assuming ownership for all project deliverables and outcomes Support organizational growth by following best practices related to time accounting, forecasting, and budgetary management Effectively communicate all project activities and needs with the customer and liaise with implementation engineers and other departments that support your projects Help shape a growing and results-focused PMO with your delivery experience and strong project management skillset Requirements Compensation: $120,000 - $140,000 + Bonus potential Great Healthcare + Dental + Vision Flexible PTO Culture of support, encouraging Life-Work balance 401k match FSA and HSA options Employee Assistance Program Paid Parental Leave Remote work environment Representing a company with 4,000+ clients and a 99% retention rate Accelerated title and salary growth potential A fun and energetic work environment that makes you excited to go to work every day