• Lead the execution of strategic programs and transformation initiatives that strengthen centralized support, operational effectiveness, and innovation across the Independent Agent organization. • Establish and oversee centrally led IA support functions, including operational coordination, performance management, analytics, governance, and field support models. • Partner with senior leaders to translate enterprise and channel priorities into actionable strategies, operating plans, and execution roadmaps that drive growth and efficiency. • Own IA go-to-market planning and execution in partnership with Sales, Product, Marketing, and Distribution, ensuring field readiness and aligned delivery. • Oversee the design and deployment of tools, technology, and performance frameworks that optimize IA leadership effectiveness and distribution outcomes. • Design and evolve IA operating structures, processes, and role clarity in partnership with enterprise functional teams to support scalability and performance. • Implement methods to evaluate training and enablement effectiveness, leveraging insights and feedback loops to continuously improve impact and ROI. • Lead and inspire geographically dispersed teams, ensuring clear prioritization, effective resource allocation, and focus on the highest-value initiatives. • Ensure disciplined operational execution, financial stewardship, vendor partnership oversight, and compliance with legal, regulatory, and ethical standards.

• Execute day-to-day grant recommendation processing, ensuring entries are accurate, compliant, and completed on time • Conduct grantee due diligence to verify eligibility, including use of GuideStar, IRS Publication 78, and other research tools • Review and update electronic payment details for grantee organizations as requested • Assist with weekly grant approvals and grant letter processing in coordination with the team • Identify and escalate process issues and errors for timely resolution • Ensure all grant documentation is complete and accurately recorded in the DAF system • Provide processing support for special grant types, including international grants • Support grant payment processing and documentation in the DAF system, ensuring records are accurate and current • Respond to donor and advisor inquiries related to grant processing in a timely and professional manner • Handle additional research, special requests, and ad hoc duties as required

• Consultant lifecycle end to end. From the moment a placement is confirmed to the day a consultant exits, you own the experience. Onboarding, check-ins, contract renewals, offboarding all of it. • Multi-country compliance and EOR management. You'll personally manage our EOR provider relationships across active markets, including complex regions. Visa and right-to-work processes, payroll accuracy, country-specific compliance this is yours to own, not delegate. • Client operations. You're the primary point of contact when things need to be resolved. Client escalations, invoicing coordination alongside RevOps, PSA administration, vendor and IT management the infrastructure that keeps the business running. • Your team. You'll set the standard, run weekly 1:1s, develop each person, and build a team that performs under pressure. You earned this team now you develop it.

• Supporting the full lifecycle of vendor onboarding, contract administration, compliance tracking, and vendor performance management. • Managing budget tracking, forecasting support, invoice reconciliation, reporting visibility, and financial process optimization. • Maintaining audit-ready documentation, supporting compliance programs, and ensuring adherence to company policies and regulatory requirements. • Supporting operational systems, workflow improvements, automation opportunities, documentation development, and scalable process design.