• Support the end-to-end operational execution of audit engagements across all service lines (SOC 2, ISO 27001, PCI DSS, CMMC, HITRUST, FedRAMP). • Manage engagement setup, intake tracking, and workflow coordination in internal project management systems. • Monitor engagement milestones, flag timeline risks, and assist in resource and deadline tracking. • Coordinate across audit teams to ensure timely delivery of client-facing and internal deliverables. • Support client onboarding logistics, including system access setup and documentation preparation. • Identify and document operational bottlenecks and recommend actionable process improvements. • Assist in maintaining and updating standard operating procedures (SOPs), templates, and documentation repositories. • Support internal quality control reviews to ensure deliverable consistency with firm standards. • Contribute to the rollout of operational process changes and new tools across delivery teams. • Collect, organize, and maintain operational data for internal reporting and leadership dashboards. • Track key operational KPIs including engagement utilization, project timelines, and team capacity. • Prepare regular status reports and ad hoc analyses for the Director of Operations and senior leadership. • Maintain data integrity across internal systems and ensure records are current and accurate. • Maintain and update internal tools including project tracking platforms (e.g., Asana, Jira, Monday.com) and collaboration systems. • Provide operational support for compliance automation platforms (e.g., Vanta, Drata, Secureframe). • Assist in the evaluation and adoption of new technologies that enhance team efficiency. • Serve as a liaison between audit delivery, client success, HR, and finance teams to support coordinated operations. • Support special projects and strategic initiatives as directed by Operations leadership. • Contribute to internal training materials, onboarding documentation, and knowledge base content.

• Team Coordination & Facilitation: Facilitate team meetings (daily standups, planning & prioritization sessions, retrospectives, design reviews and staging demos), coordinate delivery efforts through regular team planning meetings, identify blockers and drive resolution by engaging appropriate cross-functional team members. • Jira Administration & Work Management: Own and maintain the team’s Jira board, workflows, and backlogs. Assess, triage, organize, and prioritize incoming requests. Ensure work is appropriately documented, estimated, assigned, and tracked. Monitor ticket progress and proactively follow up on overdue or blocked work. Maintain backlog health and ensure priorities align with business objectives. Develop and maintain dashboards and reporting to provide visibility into team progress. • Intake & Workflow Operations: Oversee stakeholder request submission workflows. Establish and maintain operational processes for work moving through the delivery lifecycle. Ensure pre-development requirements are completed before work enters development, including: design, copywriting and development readiness. Coordinate handoffs between functional teams to ensure smooth execution. Accountable for validating that releases were successful through manual verification in production. • Capacity Planning & Reporting: Track team capacity, utilization, and delivery timelines. Monitor project milestones and delivery commitments. Produce regular reports on: Team capacity, delivery timelines & work-in-progress levels. Provide the Koodo team’s Manager and Marketing Managers with clear visibility into delivery status and risks. • Process Improvement: Continuously evaluate team workflows and identify opportunities to improve efficiency. Recommend and implement process improvements to increase delivery velocity and predictability. Develop best practices for work intake, prioritization, and cross-functional collaboration. Champion operational excellence and data-driven decision making.

• Secure coverage on a deadline. Own a portfolio of open court hearings and work them daily by phone, text, and email to get the right attorney committed before the hearing date. • Negotiate fees in real time. Hold your position on price, handle counteroffers, and extend above-standard offers when a market is tight, always protecting margin while getting to yes. • Triage a fast-moving pipeline. Prioritize competing hearings, make sound judgment calls quickly, and explain your reasoning clearly to your team. • Manage the curveballs. Handle last-minute changes, cancellations, and urgent coverage gaps with a solutions-first mindset. • Onboard and support attorneys. Walk new attorneys through how Docketly works, answer their questions, and be their go-to contact so they keep saying yes. • Keep clients in the loop. Update law firms on hearing status to build trust and head off surprises. • Keep your data clean. Log activity, confirm assignments, and keep your pipeline accurate. Your numbers tell your story. • Make the system better. Spot recurring coverage gaps and bring ideas to daily huddles and team meetings.

• Secure coverage on a deadline. • Negotiate fees in real time. • Triage a fast-moving pipeline. • Manage the curveballs. • Onboard and support attorneys. • Keep clients in the loop. • Keep your data clean. • Make the system better.