• Gather client requirements and trip details • Research destinations, accommodations, and transportation options • Organize and confirm bookings across multiple vendors • Deliver itineraries, documentation, and timely updates • Assist with changes or adjustments as needed • Maintain accurate records and stay informed on industry updates

• Support employee setup/maintenance tasks in Microsoft Dynamics 365 Business Central (access coordination, resource/employee records, basic data upkeep as assigned). • Administer timecard/time sheet processes: Monitor submission status, follow up on missing/late timecards, and support employees with basic questions. • Ensure time is coded to the correct projects/engagements and escalates issues quickly. • Produce simple reporting/exports as needed for leadership and finance. • Maintain clear documentation and step-by-step guides for common timecard workflows. • Assist with routine accounting operations such as document organization, basic data entry, invoice backup collection, and routing for approval. • Maintain clean records and respond quickly to finance/admin requests. • Support simple marketing operations such as maintaining lists, coordinating recurring activities, keeping trackers current, and supporting basic content logistics (compiling inputs, formatting, scheduling support). • Maintain and continuously improve the idea intake + scoring workflow. • Schedule, run, and document Innovation meetings; maintain agendas, decisions, and action tracking. • Keep the "menu" stocked: a prioritized pipeline of ideas/POCs that are ready for review. • Revitalize and maintain the bounty board so it stays active, current, and visible. • Administer awards workflows end-to-end: Trigger automated award emails to HR for approval. After approval, trigger automated award emails to Payroll for payout processing. • Track award status, maintain audit trail, and follow up to completion. • Help design and implement a single app + automated workflows to manage the full lifecycle (intake → scoring → review → bounty/POC → awards). • Prepare and deliver a monthly Innovation update to a broad audience (leadership + staff).

• Oversee and manage daily front-end operations of the organization • Serve as a primary point of contact for clients, families, and referral sources • Communicate with doctors, clinics, and other healthcare professionals regarding referrals and documentation • Support sales and growth efforts through relationship-building and follow-ups • Conduct interviews and assist in hiring front-facing or operational staff • Ensure smooth coordination between intake, scheduling, clinical, and administrative teams • Monitor workflows to ensure efficiency and high-quality service delivery • Handle escalations or client concerns in a professional and solution-oriented manner • Track key operational metrics and provide regular updates to leadership • Assist in developing and improving operational processes and systems

• Own and manage all customer service communications across channels • Resolve inquiries, complaints, refunds, replacements, and subscription issues • Track deliveries and open claims with carriers; manage investigations and follow-ups • Maintain a detailed log of customer issues and resolutions • Create and manage orders across Shopify, Amazon, and TikTok fulfillment workflows • Monitor inventory, subscriptions, and fulfillment exceptions • Pull and analyze reports across sales platforms • Manage out-of-stock workflows and operational follow-ups • Coordinate wholesale orders across direct, online, and broker channels • Track shipments and delivery confirmations • Maintain relationships and follow up with accounts for reorders • Support vendor outreach and distribution expansion • Monitor internal operations hub (inventory, tracking, fulfillment data) • Liaise with warehouses to resolve issues and submit support tickets • Manage invoices and ensure weekly payment tracking • Support calendar management and administrative coordination • Manage affiliate and influencer tracking sheets • Coordinate outreach, follow-ups, and content workflows • Maintain ongoing relationships with partners