• 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

• Manage multiple-fluid projects simultaneously and direct the day-to-day workflow of creative, account, and production teams, keeping track of granular details and ensuring projects move efficiently through all production phases. • Develop comprehensive project timelines, milestones, and daily to-do lists, constantly tracking progress to prevent missed deadlines. Proactively problem-solve to navigate schedule shifts, scope changes, and unexpected roadblocks. • Monitor the bandwidth and availability of designers, copywriters, and developers to avoid team burnout or overbooking. Contribute to annual planning, representing the team’s capacity and constraints. Efficiently source creative freelancers for work overflow. • Lead regular status meetings (e.g. daily stand-ups or weekly check-ins) to align teams and share project updates. • Serve as the central communication hub between account managers, project managers, and creative staff to clarify requirements and solve bottlenecks. Demonstrates strong diplomacy to manage competing demands from different department leads. • Maintain and ensure adherence by all to all core standard operating procedures. • Support and maintain processes and systems that lead to client and agency success. • Stay current and relevant on project, traffic, and resource management best practices. • Develop KPIs and prepare reports to measure progress and performance.

• Support sales leadership and operations. • Evaluate and qualify inbound leads and route them appropriately. • Schedule and organize meetings for the sales team. • Gather pre-sale account insights. • Maintain HubSpot data quality, workflows, dashboards, and reporting. • Maintain pipeline hygiene and surface reporting that helps the team and leadership see what’s moving. • Map sales and sales-support workflows and solve for process bottlenecks. • Design, build, and maintain automations that reduce manual effort. • Help teams leverage AI to improve productivity and reduce administrative work.