• Support the implementation, onboarding and go-live of new projects • Assist in managing operational aspects of ongoing projects • Help create and maintain dashboards and reporting tools to monitor daily activity and performance • Provide reactive support by addressing operational issues promptly and effectively • Collaborate with cross-functional stakeholders, supporting alignment and smooth communication • Contribute to structured processes that drive operational efficiency and customer success

• Works with the Technical Services team to collect and present data in a functional format. This includes identifying the systems which can currently report data and those which require external support to harness the data needed. • Collaborates with executives and other business leaders to identify opportunities for improvement • Uses graphs, infographics, and other methods to visualize data • Proactively shares potential issues and inefficient operations with internal team members through verbal and non-verbal communication. • Develops and executes technical training curriculum for the Service team and continuously updates curriculum to match business needs • Develops and monitors training evaluation effectiveness. • Designs, develops, indexes, and maintains process and technical documentation. • Monitors end-user feedback, process changes and systems development efforts to facilitate continuing improvement of training and documentation. • Analyzes business processes with subject matter experts. Identifies supporting technology needs, and documents new processes. Promotes the use of technology and technology tools to support continued efficiency and improvement in departmental processes. • This includes collaborating with the Software Development team (and others) to successfully plan requirements for initiatives and ensure business needs are met through the rollout of each initiative • Maintaining and further improving rollouts in CRM (HubSpot), WOMs (FSG, InJobs, future SiteTracker), and other business systems is a key example • Maintains online content including coordinating, updating and maintaining user interfaces, documenting processes, and policies. • Promotes training opportunities and resources to employees. • Coordinates training, documentation, and talent management system efforts with other district training resources. • Keeps daily logs and records of all functions in Company systems • Lead improvement projects with the software development team based on data analysis • Collaborate with leadership to devise strategies aimed at enhancing operational efficiency • Leverage project management improvement methodologies to implement and propel growth initiatives

• Learn and become the internal expert on company process documentation and operating systems • Administer and maintain the organization's process documentation platform • Ensure processes remain organized, updated, and consistently followed across departments • Conduct process audits and support continuous process improvement initiatives • Help maintain scalable systems that support company growth • Manage and monitor executive team email communications for the COO • Route operational questions through appropriate channels • Direct team members to existing documented procedures and resources • Maintain structured communication protocols across multiple departments • Support executive workflow management and operational follow-through • Serve as a central coordination point between departments when needed • Ensure communication follows established reporting structures and leadership channels • Help maintain organizational clarity and accountability • Coordinate operational initiatives across multiple business functions • Coordinate onboarding and offboarding communication with managers, HR partners, and technology vendors • Support operational transitions and ensure communication protocols are followed • Monitor workflow completion across key administrative functions • Coordinate with external service providers and business partners • Audit departmental scorecards and operational metrics for accuracy • Verify reported data across departments • Flag inconsistencies and operational concerns for leadership review • Support reporting dashboards and performance tracking systems • Reinforce documentation and communication standards throughout the organization

• Execute integration programs across multiple acquisitions per year • Lead the full integration lifecycle—from early diligence through 12–24 months post-close • Drive workstream execution across product engineering, G&A, and value creation tracks • Translate deal thesis into detailed operational plans aligned to synergy targets and milestones • Maintain synergy tracking systems and hold functional teams accountable to execution timelines • Identify and own extraction of emerging synergy opportunities post-close • Partner with executive stakeholders across Corp Dev, Product, Engineering, Finance, Operations, Compliance, and Legal • Maintain visibility into risk, timeline, interdependencies, and value realization across active integrations • Contribute to the continuous improvement of integration frameworks, templates, and operating rhythm