• Support onboarding coordination, including agenda preparation, recap documentation, and task tracking. • Assist with platform setup: administrative configuration, system preferences, templates, and permissions. • Perform data imports with accuracy, including clients, jobs, suppliers, and financial data. • Track project milestones, deadlines, risks, and blockers; provide regular updates to project leads. • Support customer training through scheduling, content preparation, and follow-up tasks. • Facilitate smooth communication between Implementation, Product, Success, and Sales. • Maintain organized implementation documentation, deliverables, and timelines. • Take meeting notes, summarize decisions, and ensure next steps are clearly assigned. • Support internal project coordination using tools like Monday.com or HubSpot. • Participate in weekly reviews with implementation leadership to review outstanding tasks. • Serve as a frontline responder for customer support tickets. • Troubleshoot issues, escalate appropriately, and ensure accurate and timely resolutions. • Communicate clearly and professionally with customers, providing step-by-step guidance as needed. • Flag recurring issues and assist in identifying opportunities to improve customer experience. • Upload LMS modules, update course content, and troubleshoot learner access. • Create Scribes, help articles, and documentation based on recurring support questions. • Ensure knowledge base content is current, well-structured, and aligned with product updates. • Submit weekly support summaries, training reports, and documentation updates. • Track open issues, frequently asked questions, and system trends for internal visibility. • Maintain clean CRM notes and accurate records aligning support and implementation activity.

• Lead and support complex, cross-functional projects • Ensure teachers are prepared to successfully implement Amplify curriculum in classrooms • Coordinate teams to gather documentation in support of professional development product certification with state education agencies • Support readiness efforts to expand teacher professional development into new and existing markets • Organize efforts to standardize processes for regional design of professional development assets • Create a system to provide centralized product updates to all customer facing teams • Engage closely with customer-oriented teams to deliver high-quality outcomes that align with strategic business objectives • Ensure smooth and cohesive operations of the Customer Experience team

• Triage and prioritize emails related to active and upcoming CEO-led projects. • Draft templated and semi-custom responses aligned with the CEO’s communication style. • Flag decision points, project risks, and follow-up requirements embedded in emails. • Maintain communication logs for project-related threads across stakeholders. • Manage the CEO’s schedule with precision to align meetings with project milestones. • Book project-related planning sessions, check-ins, and decision checkpoints. • Anticipate conflicts, shifting priorities, and required time blocks for deep work. • Ensure timely preparation for project reviews, updates, and brainstorming sessions. • Convert CEO ideas into structured project briefs outlining scope, timelines, and dependencies. • Prepare pre-meeting dossiers with project context, decisions needed, and risk points. • Track progress of CEO-led initiatives, ensuring alignment to timelines and deliverables. • Provide updates summarizing project status, next actions, blockers, and owner accountability. • Document all project-related interactions in a structured, traceable format. • Extract KPIs and progress indicators from tools, reports, and communications. • Build dashboards reflecting project timelines, completion percentages, and risks. • Maintain trackers and reporting cadences that give the CEO visibility without operational burden. • Build workflow systems, templates, and project boards in Monday.com and supporting tools. • Improve documentation structures for idea intake, project scoping, and execution tracking. • Identify gaps affecting project completion, proposing and implementing improvements. • Create standardized forms, PM templates, and automation workflows for consistency.

• Lead the strategic planning and execution of critical sales projects, from initiation to closure, ensuring alignment with overall business goals. • Manage cross-functional project teams, providing guidance, motivation, and follow-up to achieve project milestones and objectives. • Develop comprehensive project plans, including scope, objectives, timelines, resource allocation, and risk management strategies. • Define project strategies that capitalize on market opportunities and drive revenue growth. • Monitor project progress and proactively identify potential roadblocks, implementing corrective actions and strategies to maintain project momentum. • Analyze project performance metrics and provide regular reports to leadership, offering insights into project health and areas for improvement. • Drive client engagement and relationship management during project lifecycles, ensuring client satisfaction and effective communication. • Develop and refine project management processes, best practices, and tools to enhance project efficiency. • Provide thought leadership on sales strategies, contributing insights and recommendations. • Foster a collaborative and innovative team environment that encourages idea sharing, problem-solving, and continuous learning. • Serve as a subject matter expert on project management methodologies, sharing knowledge and expertise with team members and stakeholders.