• Assist in planning, tracking, and executing digital technology projects using traditional and Agile approaches • Contribute to process improvement and optimization efforts • Support the creation of strategy documents and roadmaps to align with organizational goals • Support financial planning processes, including budget tracking, forecasting, and variance analysis • Contribute to the creation and distribution of reports, dashboards, and metrics to provide insights into SBO operations • Collaborate with cross-functional teams to streamline operational processes and implement best practices • Conduct research and analysis to support decision-making and project planning • Help prepare presentations and documentation for leadership reviews and program updates

• Preparation of technical documentation for automation and instrumentation projects. • Review and approval of documents produced by the technical team. • Act as the project's technical focal point with clients. • Provide technical support in defining solutions and engineering standardization.

• Help lead projects and initiatives, managing business requirements, timing, risks, issues, decisions, interdependencies, and milestones. • Develop comprehensive project plans, defining scope, objectives, deliverables, and timelines. • Lead cross-functional teams to execute projects efficiently and effectively. • Leverage your knowledge of payment processing and/or fintech solutions to provide insights, guidance, and solutions to project challenges. • Ensure compliance with industry standards and regulations. • Manage project resources effectively, including team members, budgets, and technology resources, to meet project goals. • Identify project risks and develop mitigation strategies. • Maintain clear and regular communication with stakeholders, including clients, team members, and executives, to provide project updates and ensure alignment with business objectives. • Create and maintain detailed project documentation, including project plans, status reports, and documentation related to payment processing and fintech requirements. • Ensure project deliverables meet quality standards and adhere to best practices in payment processing and fintech. • Proficiently use project management tools such as Microsoft Project and Smartsheet to track and manage project progress, tasks, and dependencies. • Mentor and coach team members, fostering a collaborative and high-performance work environment.

• Define scope, objectives, deliverables, and success metrics. • Break work into milestones, dependencies, and timelines. • Identify and track risks, assumptions, and mitigation plans early. • Manage the Build → Subscription transition—the riskiest client phase—with clear successful exit criteria and readiness plans. • Own all reporting for your clients—depth, accuracy, completeness. • Lead all written and verbal communication, including weekly client syncs. • Drill into project details; question “green” statuses constructively and validate progress with AI Masons. • Proactively schedule internal syncs to align teams and resolve blockers. • Maintain system hygiene across all project tools. • Continuously verify SoW and contractual alignment against actual delivery. • Communicate transparently—share status, blockers, and decisions early. • Manage stakeholders with clarity, structure, and expectation alignment. • Maintain a single source of truth for documentation. • Partner with the Lead AI Mason to verify scoping and resource needs. • Meet deadlines or raise risks early with mitigation options. • Ensure testing, validation, and reviews are completed—never assumed. • Conduct structured post-mortems to capture learnings and improvement actions. • Take full ownership for results, end-to-end. • Anticipate issues and propose solutions—not just problems. • Track commitments, actions, and owners; escalate blockers promptly. • Model proactive, structured communication and disciplined follow-through.