• Collaborating with sales management on trends in the industry • Achieving top tier market share at territory level • Providing updates on Financial Advisors’ investments • Identifying and partnering with key local Centers of Influence

• Lead and develop the WFM and Payroll Implementation Managers. • Set clear expectations, establish accountability, and drive results. • Own delivery of all commercial WFM and payroll implementations. • Define performance metrics, SLAs, and quality standards. • Identify bottlenecks and optimize for throughput. • Provide critical input on the strategic productization initiatives. • Partner with Product and Sales to build a roadmap toward self-serve and reduced professional services dependency. • Define performance standards and operational expectations for the offshore implementation team. • Iterate on training, workflows, and processes to continuously improve efficiency and quality. • Build and evolve scalable implementation processes and playbooks for both WFM and Payroll. • Drive continuous improvement and identify automation opportunities. • Establish operational reporting and metrics that track volume, quality, cost per implementation, and team productivity. • Build dashboards that inform decision-making. • Partner with Product, Engineering, Sales, and Customer Success to surface implementation challenges, product gaps, and scaling constraints. • Lead adoption of AI and automation for onboarding, configuration, integrations, and error checking.

• Serve as the primary liaison and representative to ACF, managing the overall client relationship and ensuring that project activities align with federal requirements and expectations • Provide overall management, strategic direction, and leadership for all Baby FACES activities, personnel, and project operations • Ensure that all work conducted under the contract is technically sound, high quality, and responsive to program needs • Oversee day-to-day project operations, including coordination of staff, activities, and project resources • Develop, obtain approval for, and manage detailed project scopes, workplans, timelines, and deliverables, while tracking progress and performance • Work closely with the Principal Investigator and project leadership team to ensure effective execution of the study and achievement of project objectives • Supervise senior technical and operational staff, including performance management, staff development, recruitment, and retention efforts • Monitor project budgets, expenditures, and performance metrics, ensuring contractual compliance, timely deliverables, and achievement of study targets and outcomes

• Lead Client Engagements • Deliver on Revenue Cycle Technology Depth • Grow the Practice • Develop the Team