• Execute the access review control process in accordance with documented procedures • Understand the full PAR program and execute to completeness and accuracy • Support team lead with running PAR campaigns • Train and mentor junior Analyst staff • Ensure procedure and work instruction documentation is up to date

• Manage and schedule pickups using the company’s internal system • Review pre-set delivery appointments and assign optimal pickup times • Coordinate and adjust pickup schedules throughout the day as needed • Analyze delivery timelines and transit requirements to ensure operational efficiency • Maintain high accuracy in scheduling and data entry • Ensure timely execution of all weekend pickup operations • Communicate and coordinate within internal workflows to support smooth logistics flow

• Lead the operational setup and go-to-market infrastructure for a managed services offering, partnering with sales, delivery, and finance to design scalable service models, SLAs, and supporting processes • Define and implement KPIs and benchmarking frameworks across delivery, talent, and finance that give leadership clear, consistent visibility into business health and performance trends • Partner with the VP of Operations, COO, and senior leadership to identify strategic opportunities, shape operational initiatives, and translate business priorities into executable plans • Identify and eliminate operational bottlenecks across the firm by redesigning workflows, standardizing processes, and creating playbooks that improve consistency and quality at scale • Implement AI-powered tools and automation into administrative processes, with a focus on talent acquisition (sourcing, screening, scheduling) and talent experience (onboarding, engagement, offboarding) • Champion a culture of continuous improvement across operations, using data and feedback loops to drive iterative enhancements • Own end-to-end implementation and ongoing oversight of the firm’s PSA (Professional Services Automation) platform, ensuring it supports accurate project tracking, resource planning, utilization reporting, and billing workflows • Oversee the HRIS system, partnering with the talent team to ensure data integrity, compliance, and seamless integration across people operations • Lead the design and deployment of Slack automations that streamline internal workflows, reduce administrative overhead, and improve cross-functional coordination • Drive compliance-side readiness for AWS GenAIIC certification, coordinating across teams to document controls, meet requirements, and maintain certification standards • Manage IT cost strategy across applications and AI token consumption, identifying optimization opportunities and establishing governance frameworks that balance capability with spend • Partner with finance and practice leads to review and validate billing rates and delivery costs, ensuring pricing reflects market positioning, margin targets, and competitive realities • Develop and maintain practice- and vertical-level reporting standards that give leadership accurate, actionable financial visibility across the business • Implement and manage Work-in-Progress (WIP) tracking processes that improve revenue recognition accuracy, reduce billing lag, and surface project financial risk early • Design and build a Lifetime Value (LTV) and Customer Acquisition Cost (CAC) model for the sales team, enabling data-driven decisions on client investment, pipeline prioritization, and go-to-market strategy • Partner with internal functional leaders to successfully integrate acquired company’s commercial, operations, technology, finance, and talent systems into Robots and Pencils’ existing systems • Lead full integration planning, including managing and coordinating workstreams, day-to-day tracking, and synergy planning • Usher change management into the new organization.

• Monitor, troubleshoot, and maintain active workflows, automations, and sequences • Ensure pipelines remain organized, accurate, and free from outdated opportunities • Maintain naming conventions across workflows, tags, custom fields, and pipelines • Audit and remove deprecated workflows and automations • Build and modify funnels, landing pages, forms, redirects, and CTAs • Develop new workflows with a strong understanding of trigger logic and business outcomes • Maintain integrations between GHL and external systems • Maintain task management and member assignment boards • Ensure ownership, statuses, and workflows remain accurate and updated • Build and maintain Monday.com automations including reminders, recurring tasks, and status triggers • Upload meeting notes and action items using provided processes • Monitor task completion and escalate overdue items when necessary • Maintain collections, installment records, and commission tracking systems • Compile weekly sales and marketing reports from multiple sources • Build and maintain leadership dashboards • Manage reporting structures, formulas, and data organization • Ensure key business metrics are accurately tracked and presented • Research content topics, industry trends, competitor activity, and market insights • Draft content frameworks, short-form video scripts, and content calendars • Utilize AI tools to assist with content planning and ideation • Schedule and publish approved content across multiple social media platforms • Support content consistency through effective planning and execution • Design, build, and maintain AI-powered business systems • Develop Claude Projects, ChatGPT workflows, and AI-assisted operational tools • Build multi-step AI workflows that automate repetitive business functions • Create AI agents that process inputs and generate structured outputs • Organize company knowledge, SOPs, frameworks, and internal documentation for AI utilization • Continuously optimize AI systems as business requirements evolve • Monitor and moderate Meta ad comments • Escalate issues when required • Maintain positive engagement and ensure adherence to moderation guidelines • Support strategic projects including: - Internal Knowledge Base development - Recruitment and hiring funnel automation - Evergreen coaching program implementation - AI-powered sales review and training systems - AI content generation systems - Client retention and engagement monitoring systems - Sales call scoring automation - Process mapping and workflow visualization