• Provide analysis and reporting to support the clinical department within Communitas: • Primary focus on continuous improvement to support needs and demands of clients. • Update process and procedures and overall administrative tasks. • Assist with clinical implementation as requested by Leadership. • Support training initiatives and tasks as needed within Communitas. • Assess situations quickly and create short-term solutions with long-term plans for improvement based on input from others combined with discoveries from data analysis. • Address points of escalation by identifying root cause and analysis related to the day-to-day operations within Communitas. • Generate reports and data to identify trends and strategically partner with department leaders with a focus on current triggers including processes, procedures, and impact. • Enable growth and capabilities through streamlining processes and systems. • Participate in calls and meetings as requested with clients and leadership and serve as a Subject Matter Expert reading and reporting data in order to make necessary decisions.

Role Description Make Marketing, Sales, and CS meaningfully more productive through trusted tooling and data. Own Docplanner’s GTM tech blueprint and turn it into shipped value fast with a small, high-leverage team, AI-powered automation, product mindset, tight user loops, and predictable delivery. We are mid-migration to Salesforce for Sales, CS and Care while Marketing remains on HubSpot. Our GTM teams need higher throughput and fewer manual steps; fragmented ownership across internal systems slows them down and hurts data quality. We need a single accountable leader who can design, build and ship like a founder, while running a disciplined SDLC and vendor model at scale. What you will do - Own: - End-to-end GTM technology strategy and blueprint (CRM, Marketing, CPQ, integrations, AI, identity), with clear accountability, cost awareness and governance - Platform reliability, data quality and service standards across all GTM systems - Deliver: - Complete and stabilize the Salesforce migration with strong adoption and measurable SLAs - Predictable execution through quarterly commitments, short delivery cycles and visible productivity gains - Seamless Salesforce ↔ HubSpot integration and trusted GTM data flowing to the DWH - AI-powered automation that removes manual work and improves speed and insight - Build: - A high-performing GTM systems team and Center of Excellence - Modern delivery and operating model (CI/CD, release discipline, service catalog, SLOs) - Strong vendor partnerships with clear ROI, SLAs and accountability *This role reports to the COO, with a dotted line to the CPTO. What success looks like (12+ months) - Platform & Ownership: - Salesforce migration complete, stable and widely adopted with clear SLAs - End-to-end ownership of all GTM tools with a published service catalog, RACI and intake SLAs - Reliable Salesforce ↔ HubSpot ↔ DWH integrations and trusted GTM reporting - Reliability & Productivity: - Operational excellence: incident rate ↓50%, MTTR < 4h, change failure rate <10% - At least 3 AI automations live, delivering meaningful frontline time savings - Data quality improving quarter over quarter through automated controls - People & Impact: - Stakeholder NPS up across Sales, CS, Care and Finance - Small, senior, high-output team in place; vendors performing against SLAs Measured By: - Time-to-production and release predictability - Service SLOs (availability, data freshness, sync success) - GTM productivity gains and tool adoption - Data quality and reconciliation accuracy - Cost vs plan and vendor SLA attainment Qualifications - 5+ years building and leading GTM / business systems in scaled SaaS or marketplace environments - Delivered a large, multi-country CRM or Service transformation - Hands-on ownership of Salesforce Sales & Service and a GTM Systems CoE - Shipped AI-powered automations in real GTM workflows - Led senior program and vendor management, including RFPs, SLAs, and TCO / ROI evaluation Skills - Salesforce delivery excellence: CI/CD, environments, releases, SLAs, incidents, and enablement - HubSpot expertise and proven Salesforce ↔ HubSpot integrations - Strong integration and data foundations (APIs, iPaaS, data quality, observability) - Clear executive communication; turns ambiguity into pilots, roadmaps, and results - Builder with a product mindset - High ownership; reliable partner to executives and teams

• Responsible for monitoring, controlling, and managing business operations to meet customer expectations and company goals. • Assist Service Managers in day-to-day coordination and management of business operational activities. • Monitor, control and manage business operations to meet client expectations and company goals. • Liaise between customer and management to ensure smooth operations delivery. • Coordinate and manage project tasks to ensure project delivery within allotted budget and timelines. • Ensure compliance with company standards and procedures. • Build and maintain strong customer relationships through regular meetings and communications. • Lead internal project meetings with various stakeholders and document project meetings. • Schedule and participate in external project meetings and document project meetings. • Manage to completion multiple high-priority project issues to timely completion. • Evaluate current operational performance and provide strategic plans for improvements. • Provide direction and guidance to internal teams to achieve performance targets. • Identify problems in operations processes and resolve them quickly and timely. • Follow standard operating procedures for efficient business operations. • Maintain clear and accurate operations documents/procedures for reference purposes. • Ability to perform all essential administrative duties. • Set up and maintain project filing system. • Cost code vendor invoices and/or verify correct codes. • Prepare and document extra work orders. • Notify subcontractors regarding change orders and follow-up on change orders. • Prepare subcontracts and purchase orders. • Assist Service Managers with monthly job profitability reviews and work with internal teams to meet profitability goals. • Track CMMS work orders and review for completeness and approve/reject for invoicing. • Create invoices for review and approval by PM prior to submission to Owner. • Assessing and suggesting improved processes, collaborating on new technologies, and coordinating with management regarding the implementation of these improvements. • Champion diversity and inclusion as an unconscious part of the company culture.

• Analyzes, plans, and implements moderately complex operational process improvement needs • Acts as a re-engineering consultant to other transformation teams in methods, techniques, and tools • Works closely with Lean Six Sigma Black Belts and CX teams to document existing processes • Conducts a thorough gap analysis to identify inefficiencies and suggesting improvements • Writes and maintains clear, concise, and standardized Standard Operating Procedures (SOPs) • Conducts periodic reviews and validations of process documentation to ensure compliance with operational standards • Collaborates with the training department to align training materials with documented processes • Creates and maintains documentation templates, tools, and resources