• Lead end-to-end project planning, execution, monitoring, and closure in alignment with scope, timeline, and budget objectives. • Establish and maintain project plans, schedules, and documentation (e.g., project charters, staffing plans, issue/risk logs). • Facilitate collaborative communication with clients, internal stakeholders, and delivery teams to ensure alignment and transparency. • Track and manage project risks, issues, and dependencies; escalate and coordinate resolution as needed. • Lead regular status updates, forecasting, and executive briefings to inform stakeholders of progress and outcomes. • Drive adherence to delivery standards, best practices, and change management processes. • Support resource planning and coordination across multiple concurrent workstreams. • When applicable, contribute to pre-sales activities such as requirements gathering, scoping, and Statement of Work development. • Promote a positive and collaborative working environment both internally and with clients.

• Manage internal specific projects, as well as external customer-facing implementation projects. • Define project scope, goals, success metrics, and deliverables in partnership with Product, Engineering, and leadership. • Identify and proactively mitigate risks, dependencies, and bottlenecks that could impact timelines or delivery quality. • Develop and manage a detailed cross functional project plan, including planning, execution, dependency management, and tracking milestones/deliverables. • Serve as the central communication hub, ensuring alignment and consistent updates across all stakeholders, including customers, product managers, engineering leads, and customer-facing teams. • Proactively identify and manage risks, dependencies, and bottlenecks that could impact the project milestone/deliverable timelines, especially with respect to large-scale customer implementations and internal projects. • Facilitate stakeholder, and/or cross-functional meetings, document decisions and action items, and drive accountability through completion. • Manage and maintain technical documentation related to product integration, new workflows, and customer implementations. • Coordinate internal training and communication plans in partnership with Enablement and Customer Success ahead of feature launches or customer deployments. • Continuously improve project management and product refinement processes by leveraging tools, automation, and best practices. • Act as the customer's advocate and the main point of contact between our teams and the customer throughout the implementation project. • Travel to customer locations as needed during the projects. • Handle customer change requests by coordinating with relevant internal resources. • Identify and recommend EverTrue products and solutions aligned with customer needs, and relay opportunities to the account executive. • Support the sales team on pre-sale calls to discuss implementation, automation, and authentication requirements. • Undertake special projects as assigned by leadership, based on skillset and availability.

• Support day-to-day project management activities across one or more projects or workstreams • Assist in developing and maintaining project plans, schedules, and task tracking artifacts • Track project milestones, action items, risks, and issues • Prepare and maintain project documentation, including status reports and meeting notes • Coordinate project meetings, stand-ups, and reviews • Support communication with team members, stakeholders, and partners • Assist with change management, dependency tracking, and requirements coordination • Ensure adherence to project management processes and reporting standards • Support continuous improvement of PM tools, templates, and processes

• Manage projects from initiation through completion across multiple workstreams • Track milestones, timelines, dependencies, and deliverables • Follow up on action items and ensure closure • Execute pre-project and launch checklists to ensure readiness • Monitor project status daily and flag risks or blockers early • Ensure smooth handoffs between phases and stakeholders • Maintain clear ownership and accountability for tasks • Drive projects to completion with minimal supervision • Maintain high-quality CRM hygiene in HubSpot or similar platforms • Update records, pipelines, trackers, and project statuses accurately • Manage reporting documents, trackers, and dashboards • Ensure data accuracy across spreadsheets and systems • Clean, deduplicate, and organize records consistently • Support leadership with reliable data and reporting • Serve as point of contact for project-related coordination • Schedule meetings, manage logistics, and handle follow-ups • Maintain professional communication with internal and external stakeholders • Prepare agendas, summaries, and project documentation • Coordinate vendors and external partners as needed • Ensure stakeholders are aligned and informed throughout the project lifecycle • Create and maintain SOPs, checklists, and project templates • Build reusable decks, trackers, and documentation • QA deliverables before submission or stakeholder review • Identify recurring bottlenecks and standardize solutions • Maintain organized template libraries and version control • Document best practices and lessons learned • Conduct market, client, or competitive research as needed • Prepare reports, briefs, and presentations • Support light financial or expense tracking related to projects • Assist with proposal development and background research • Provide administrative support that ensures project success