• Translate the CEO’s vision into actionable project plans with clear timelines and deliverables • Manage multiple projects across different areas of the business • Build systems, SOPs, and automations to support company scalability • Coordinate with internal team members, contractors, and vendors • Manage CRM systems and marketing automation tools • Track KPIs and report on operational and business performance • Manage the CEO’s calendar, inbox, and communications • Schedule meetings, calls, and appointments • Book domestic and international travel, including full itineraries • Conduct research and present recommendations for key decisions • Prepare presentations, reports, and documents as needed • Manage the CEO’s social media content calendar • Coordinate content creation and publishing • Support the growth of the CEO’s personal brand (podcasts, speaking engagements, YouTube) • Assist with lead generation initiatives and funnel management • Anticipate needs and proactively solve problems • Present solutions and recommendations rather than simply reporting issues • Ensure projects are completed and deadlines are met • Take full ownership of operational responsibilities and outcomes

• Supervises billing leadership and staff, including hiring, training new team members, performance evaluation, workload allocation, and professional development. • Serves as the department’s subject matter expert on coding and billing processes. • Serves as the subject matter expert for each project’s clearinghouse and advises best practices within the client’s clearinghouse. • Responsible for reviewing improvements with clients pertaining to billing and DNFB recommendations. • Responsible for reviewing, advising, and building clearinghouse edits and bridge routines to ensure industry standard clean claim rates. • Ensure compliance with HIPAA, State, and Federal laws and guidelines among team members. • Implement audit and productivity standards to uphold compliance across the billing teams. • Ensure leadership teams are informed proactively pertaining to client billing issues and opportunities; attend client meetings as needed for explanations. • Strive to meet or exceed all KPIs and goals. • Coach and mentor supervisors when employees do not meet expectations. • Design, implement, and maintain billing best practice workflows and policies. • Foster teamwork and a positive working environment. • Support supervisors with team member payroll accuracy and approvals as needed. • Participate in client or internal meetings as requested. • Complete all assigned projects promptly. • Perform other related duties as needed.

• Build and Own the Product Knowledge Base: Design the retrieval architecture, automate and curate content. • Elevate Documentation Operations: Own release notes, help content, and maintain high-quality documentation. • Treat Docs as Code: Implement versioning and automation in documentation processes. • Serve Product Marketing and GTM: Run discovery sessions and maintain integration surfaces with existing connectors.

• Complete daily brokerage operations exception reports including unreconciled activity, margin, corporate actions, etc. • Conduct quality control reviews and regulatory document delivery reconciliation • Perform cashiering duties including verification of incoming wires, checks, ACHs and process withdrawal requests • Provide ongoing account maintenance and review of new and existing account activity for risk mitigation related to AML • Collaborate cross-functionally with other teams at the company, specifically creating strong relationships with engineers • Certain in office tasks as the business requires