• Convert closed opportunities into active projects within Salesforce and PSA systems • Ensure project setup is accurate, complete, and aligned with financial and reporting requirements • Act as a backup to the primary Operations Analyst for project creation • Review incoming quote requests for completeness and clarity • Generate quotes for standard service offerings using predefined templates and pricing models • Ensure consistency and accuracy across all standard quotes • Update project and financial data within Salesforce and related systems • Ensure alignment between opportunity, quote, and project records • Support reporting accuracy through clean and consistent data entry • Manage queue-based requests (e.g., project setup, updates) within defined SLAs • Help reduce turnaround time for quoting and project creation • Identify inefficiencies and contribute ideas to improve workflows, templates, and automation • Partner with Sales, Services Sales, and Delivery teams to clarify inputs • Escalate non-standard or unclear requests as needed

• Provides day-to-day operational and administrative support across Clinical Development and Medical Affairs (CDMA) activities. • Focuses on executing core processes, driving process optimization improvements, troubleshooting operational bottlenecks. • Acts as liaison between Scientific Operations, internal cross-functional partners, external vendors, and consultants with minimal oversight. • Supports grants program management, contract support, advisory board logistics, digital education initiatives, reporting, and document management. • Oversees end-to-end medical education and research grant operations. • Coordinates contract submissions process via Conga Software Program. • Assists with advisory board planning and logistics, scheduling, travel coordination, material preparation, and onsite program assistance. • Prepares analytical reports and compiles key insights to inform follow-up actions and decision-making. • Maintains operational trackers as required. • Provides general administrative and operational support across CDMA activities.

• Lead the documentation of end-to-end business processes across operational and corporate functions. • Conduct stakeholder interviews and workshops to understand current processes. • Produce clear process maps, workflows and supporting documentation. • Capture decision points, approvals, dependencies and system interactions. • Build and maintain a central repository of operational processes and documentation. • Identify inefficiencies, duplication, manual activities and operational risks. • Design future-state, standardised workflows and, importantly, build them. • Build no-code automations on the existing stack (Slack forms and workflows, Notion databases and templates) so processes run with less manual effort. • Validate documentation and improvements with business leaders, and iterate. • Own the day-to-day administration of Slack and Notion: channel architecture, permissions and access, structure, hygiene and user management. • Maintain the Notion knowledge base as the single, well-organised home for processes and documentation. • Apply the permission and data-classification rules set by the Head of Operations. • Act as first-line support for Slack, Notion and Claude, and drive adoption across teams through simple guides and hands-on help. • Maintain accurate operational data across Scoro, HubSpot and the staffing tracker, ensuring consistency between systems. • Support resource planning by monitoring project allocations, utilisation and billability, ensuring staffing records accurately reflect delivery plans. • Proactively identify and investigate discrepancies between planned allocations and recorded time (e.g. consultants allocated to one project but logging time elsewhere), working with stakeholders to resolve issues and maintain governance. • Monitor staffing compliance, highlighting allocation conflicts, capacity risks and data quality issues that may impact reporting or resource planning. • Apply and maintain the shared project code structure to ensure consistency across projects, people, pipeline and time reporting. • Prepare recurring operational KPI and utilisation reports, ensuring dashboard inputs are accurate, reconciled and up to date. • Identify opportunities to improve data quality, reporting accuracy and operational governance through stronger processes and controls. • Contribute to the rollout of new operational platforms and ways of working. • Ensure documentation and data support future automation and a scalable operating model. • Produce reports and insights to support operational decision-making.

• Supporting the founder • Scaling hiring • Owning operational infrastructure • Coordinating the hiring pipeline • Internal communication