• Identify AI opportunities across every department. • Develop AI roadmaps. • Evaluate emerging AI technologies. • Prioritize implementation opportunities. • Present strategic recommendations to leadership. • Measure business outcomes. • Analyze workflows. • Identify operational inefficiencies. • Improve customer journeys. • Reduce manual processes. • Increase automation maturity.

• Build, polish, and maintain automated sales dashboards and executive KPI reports. • Systematically track team performance trends, outreach activity levels, and conversion metrics. • Own Salesforce CRM data health, ensuring rigorous pipeline accuracy and actionable updates. • Coordinate and execute timely follow-up with inbound prospects, current clients, and strategic referral partners. • Provide foundational execution support for outbound business development and lead generation campaigns. • Conduct thorough market research on target industries, enterprise accounts, and strategic decision-makers. • Prepare sleek executive summaries, performance reports, and slide decks for leadership presentations. • Log and manage meeting action items to ensure internal team accountability. • Proactively identify structural friction points to streamline current sales processes and data pipelines.

• Identify operational bottlenecks: Audit support, publishing, and operations workflows to isolate processes that are manual, redundant, or failing under high volume. • Analyze and re-engineer processes: Map current workflows, establish performance baselines, redesign for efficiency, and manage implementation until metrics improve and stabilize. • Model unit economics: Quantify the cost to serve a student per program and proactively monitor overhead to prevent margin erosion. • Leverage automation: Evaluate and implement automation tools where appropriate, while exercising the discipline to maintain manual processes when that is the more efficient choice. • Ensure process sustainability: Create clear documentation, designate ownership, and provide training to ensure rebuilt processes are sustainable and do not regress. • Maintain performance visibility: Track two or three active re-engineering projects with clear baseline data, projected outcomes, and completion timelines for executive review.

• Plan and supervise assigned engagements • Acquire a working knowledge of the client’s business • Review all workpapers • Review financial statements for accuracy and completeness • Analyze balance sheet accounts and prepare reconciliations • Perform daily posting of cash transactions and ensure cash reconciliations are timely • Perform periodic internal audits on specific activity to ensure compliance with internal controls • Research and facilitate the resolution of issues arising during engagements • Interact with key client management to gather information, resolve problems and make recommendations for business and process improvements • Active involvement in professional development of staff • Prepare staff evaluations