• Review and verify all signed SOW’s and Change Orders to project estimates for accuracy. • Create projects in SalesForce for verified SOW’s. • Update project and project budgets for verified change orders. • Coordinate with and support our Project Management team, Resource Planning team, and Sales team throughout the engagement delivery cycle. • Assist with onboarding and offboarding team members in SalesForce. • Respond to support cases filed by stakeholders. • Support our delivery team to ensure timely and accurate timecard submission. • Support our contract management system (CLM). • Validate data in Salesforce/Certinia using provided audit reports, update data as needed. • Support our Accounting and Billing team by processing corrections to projects and timecards as needed. • Backup the Accounting team on our corporate travel and expense processing systems Expensify and Navan. • Recommend and implement process and automation improvements to prevent errors and gain efficiency. • Synergy Timecard tracking • Assist in integration tasks

Role Description The purpose of this role is to create a smarter North American commercial execution layer. The person will support the Senior Vice President North America by improving how commercial information, agent requests, B2B customer needs, trade marketing projects, digital partner actions, CRM data, AI-enabled workflows, and customer-success opportunities are organized and executed. This role is not a traditional admin assistant or virtual assistant. It requires someone with commercial curiosity, systems thinking, initiative, confidence with customers, and a strong interest in using AI and automation to improve workflows. The right candidate will not only react to tasks. They will proactively identify gaps, suggest improvements, organize projects, follow up with agents and retailers, and help turn commercial activity into structured action. Key Responsibilities - Strategic Context & Objective: Convert scattered commercial activity into structured, repeatable action. - Core Responsibilities: - Front-Line Dealer & Agent Support: - Serve as the primary internal contact for independent sales agents, selected B2B retailers, and digital partners. - Proactively manage seasonal dealer outreach and support to ensure seamless product ordering and execution cycles. - Own customer-service issues that directly impact commercial relationships, driving them to swift resolution. - Act as the cross-functional coordinator bridging the gaps between Sales, Marketing, Operations, and Digital teams. - CRM Ownership & Systems Management: - Maintain total ownership of Monday CRM and related commercial systems, ensuring flawless data hygiene. - Manage account records, agent requests, seasonal task tracking, retailer follow-ups, and project boards. - Oversee digital partner tasks, asset delivery workflows, and dashboard inputs. - Track B2B issues systematically to ensure no balls are dropped and patterns are flagged for operational improvement. - AI Adoption & Workflow Automation: - Must be highly confident utilizing AI tools to organize, summarize, track, and execute daily work. - Practical Execution: Use AI to summarize agent/customer notes, turn meetings into actionable task lists, organize customer follow-ups, and prepare first-draft outreach. - System Optimization: Leverage AI for CRM data cleanup, classifying trade marketing assets, and building process documentation. - Business Intelligence: Assist in building, managing, and continually improving AI-led business intelligence systems and automated reporting discipline. - Trade Marketing Execution: - Coordinate and organize trade marketing assets, ensuring independent reps and retailers have what they need. - Track marketing campaigns, manage asset delivery checklists, and collect in-store display photos from the field. - Conduct execution reviews and provide basic reporting on marketing campaign completion rates. - Digital Partner Administration: - Coordinate onboarding requirements for new digital partners and retail platforms. - Ensure the accurate and timely delivery of product information (PIM), images, and digital assets. - Monitor online content accuracy, coordinate promotional calendars, and execute compliance checks. - Manage the internal handoff of digital partner requirements between Sales, Marketing, and Ecommerce. - Selected DTC Customer-Value Support: - Support selected initiatives aimed at improving the direct-to-consumer (DTC) customer experience, retention, and issue resolution. - Focus execution efforts primarily on maximizing value and resolving frictions outside the Top 100 customer segment. Qualifications - Monday.com or similar CRM/project management platform - Independent sales agent support - B2B customer follow-up - Proactive seasonal dealer support - Trade marketing execution - Digital partner administration - Customer-service issues that affect commercial relationships - Selected DTC customer-value initiatives - AI-enabled workflow improvement - Business intelligence, dashboard support, and reporting discipline - Google Workspace: Gmail, Drive, Docs, Sheets - Google Sheets / Excel: filtering, sorting, structured lists, basic formulas - CRM data hygiene - Task management and follow-up tracking - File organization and version control - Ecommerce website review / product page checking - Familiarity with AI tools such as ChatGPT, Gemini, NotebookLM, or similar - Comfort learning automation tools and workflow platforms Nice to Have - Apparel, outdoor, ski, wholesale, retail, or ecommerce experience - Experience supporting sales agents or account managers - Experience with trade marketing programs - Experience with digital partner or marketplace administration - Experience reviewing product detail pages - Experience with customer segmentation or retention support - Basic familiarity with Power BI or dashboard links Work Arrangement & Expectations This is a remote role that will be set up as an independent contractor engagement. To ensure alignment and transparency, successful candidates will be expected to: - Be transparent about any other active client work. - Be comfortable representing the role accurately in professional profiles and communications.

• Function as the team lead to Patient Services Representatives • Provide relevant guidance, training and work distribution • Oversee and perform customer services activities • Resolve patient inquiries and account investigations • Follow up and collections on self-pay balances

• Supervise one Associate, providing day-to-day direction, coaching, quality oversight, career development and performance management across all functional areas — including gift processing, data entry, and supporter communications — and establishing the best practice standards that define excellence in each area • Work with Advancement leadership to establish and track KPIs, SMART goals, and performance benchmarks that drive accountability and support team growth • Develop, maintain, and regularly update Standard Operating Procedures (SOPs) across data and systems operations and donor services, ensuring consistency, accountability, and service quality across both functions • Serve as the primary escalation point for gift processing issues, data backlogs, and vendor concerns • Proactively engage with departments across the organization, including Finance and Programs, to understand their data and reporting needs and develop Advancement Operations solutions that serve the full organization • Provide backup coverage for Associate functions — including customer service and gift processing — during absences or otherwise as needed to maintain continuity without disruption to operations • Develop and execute a data quality roadmap that optimizes people, processes, and technology to advance data maturity — making Advancement data more accurate, reliable, and actionable for decision-making and operational effectiveness • Design data strategies that drive audience engagement and fundraising revenue, including list segmentation, qualified list generation, and highly customized acquisition, solicitation, and stewardship campaigns • Build the data infrastructure to enable mid-level donor segmentation, moves management, and prospect research • Identify and implement database automations and AI integration opportunities to improve efficiency and streamline workflows; proactively monitor industry trends to continuously elevate data practices • Design and deliver data training for Advancement Team members, equipping staff to leverage data for decision-making and revenue growth within their respective areas • Lead large-scale data projects under the direction of the Development Director, as needed • Lead regular database clean-up projects, establishing and enforcing best practices in donor database health and data hygiene • Develop and maintain reporting infrastructure, delivering complex CRM reports to Advancement and Finance stakeholders on a routine and ad hoc basis • Develop, test, and validate data deliverables — including reports, segmented lists, and data projects — ensuring accuracy, timeliness, and alignment with organizational needs • Lead the production and delivery of recurring revenue and donor performance reporting for Development leadership • Proactively identify philanthropic opportunities through ongoing analysis of data trends, and surface and resolve advanced donation and data issues before they escalate • Ensure team adherence to policies and procedures for data management, maintaining data quality, security, and compliance with CAN-SPAM, PCI, and internal policies governing the use, storage, and handling of confidential donor and financial information • Manage the Advancement Team's use of the organization-wide CRM, including configuration, integrations with third-party fundraising tools and other platforms, and ensuring accurate tracking and timely reporting of deliverables • Manage key Development Team vendor partnerships, such as the CRM and caging vendor, providing strategic oversight to ensure alignment with organizational goals, drive performance, resolve issues, and optimize systems for long-term efficiency and impact • Serve as the Advancement Team lead for ALDF's migration from ROI to Salesforce.