• Work closely with other team members, clients, consultants and partners to meet the impact and sustainability goals of the department. • Lead and ensure the success of the analytic side of all client engagements. • Manage client kick-off and close-out process for analytics, ensuring data privacy and exchange protocols adherence. • Build and sustain strong relationships with clients and technical assistance partners. • Lead and manage critical aspects of engagements, including creating and managing analytic project plans. • Design and implement different types of analyses from descriptive statistics to program evaluation and visualize information for audiences. • Internally manage Project Evident’s data policies, security, and protocols.

• Work closely with HNW clients throughout their Bitcoin journey • Provide around the clock availability to Swan’s most successful clients • Generate net new leads and opportunities • Actively engage clients and prospects to build relationships and identify needs • Establish and cultivate relationships with new and existing clients • Onboard new Swan clients with high satisfaction rates • Execute orders and other concierge services in an on-call basis • Provide personal access to Private clients via SMS seven days a week • Work collaboratively with Account Executives and Directors

• Generate net new leads and opportunities via media • Actively engage clients and prospects to build relationships • Establish and cultivate relationships with new and existing clients • Onboard new Swan clients with high satisfaction rates • Ensure our best clients receive only the highest quality of service • Provide expert-level guidance on both Swan products and Bitcoin strategies

• Conduct virtual interviews with prospective students and families through the admission cycle • Serve as a primary admission counselor, guiding families through the application process from inquiry through enrollment • Evaluate applicant files, including academic records, recommendations, interviews, and supplemental materials • Participate actively in candidate review, file reading, and admissions committee discussions • Maintain regular communication with prospective families via email, phone, and virtual meetings • Present virtually at admission events, webinars, and information sessions • Provide support for a key aspect of admissions operations (student tour guides, CBO partnership, parent ambassador, event management, liaison with faculty/programs, etc.) • Collaborate with the Admissions team to support enrollment goals and yield efforts • Attend weekly team meetings virtually and provide support for key events and meetings