• Assist in the setup, execution, and ongoing management of Programmatic and Paid Social campaigns • Develop campaign structures and traffic digital creative through Google Campaign Manager 360 to internal trading desks, social platforms, and external partners • Create, organize, and implement UTM codes to ensure accurate tracking and reporting • Test and QA digital creative tags to confirm proper serving and platform implementation • Monitor live campaigns to ensure accurate delivery, pacing, and performance against KPIs • Maintain and update campaign health checks, tracking budget pacing and performance signals • Provide campaign launch status updates within three days of go-live, including screenshots and issue resolution documentation • Support Ad Operations teams as needed to ensure integrated execution • Escalate potential risks or issues proactively to internal stakeholders • Assist with reporting by compiling performance data, charts, and insights • Investigate billing discrepancies and support resolution efforts in a timely manner • Maintain consistent communication across internal teams and external partners.

• Own the end-to-end implementation strategy for new customer deployments across multiple products, ensuring timely, high-quality delivery. • Build, mentor, and scale a high-performing implementation team of experienced professionals, fostering a culture of accountability, collaboration, and innovation. • Partner with customer executives and internal stakeholders to define success metrics and ensure business objectives are met. • Develop repeatable implementation frameworks, playbooks, and best practices that scale with SmarterDx’s growth. • Proactively identify risks and challenges in client rollouts, creating mitigation strategies to keep projects on track. • Collaborate with Product and Engineering to translate customer needs into actionable feedback. • Oversee cross-functional alignment with Customer Success, Sales, and Clinical teams to deliver a seamless client experience. • Report on implementation performance, capacity, and client outcomes to company leadership. • Champion continuous improvement by analyzing process efficiency and driving operational excellence.

• Analyze and resolve Encompass errors and failures efficiently and accurately. • Maintain comprehensive knowledge of compliance guidelines, regulations, and industry standards relevant to mortgage lending. • Utilize Mavent proficiently, including interpreting and applying Mavent codes to maintain compliance. • Collaborate with loan officers, processors, and underwriters to address compliance issues promptly. • Document and report compliance-related findings and corrections clearly and concisely. • Support internal compliance audits and assist in corrective action plans as needed.

• Forecast workload, volumes, and resource needs across customer support and related service teams • Analyze and interpret volume and productivity data from Salesforce and BI tools • Lead the optimization and data integrity of residential forecasting models • Build and maintain custom capacity plans and headcount reports • Update capacity plans monthly for accurate resource analysis • Present monthly headcount and forecast attainment reports to the senior leadership team • Partner with department leaders to translate new business processes into actionable headcount needs • Collaborate with BI and Data teams to ensure data accuracy • Identify and suggest innovative tools or methods to improve forecasting accuracy