• Build and own internal-facing tools that automate core backoffice and post-enrollment workflows • Identify high-impact opportunities to reduce manual effort, improve accuracy, and increase operational efficiency • Partner with Product and Engineering to scope, ship, and iterate quickly on automation • Support and increasingly own key operational partner relationships, including FMOs • Manage carrier contracting and onboarding to enable GTM and state expansion • Build, maintain, and refine Intercom workflows and macros to support advisors effectively at scale • Use tools like Amplitude, Metabase, SQL, and spreadsheets to understand and improve Propel’s funnel • Partner with Product, Engineering, and Data to translate insights into execution and prioritization • Develop strong intuition for operational metrics and business performance • Partner with the CCO and our compliance consultant on annual compliance filings • Support compliance incident response and enrollment QA, automating processes where possible • Ensure compliance processes scale cleanly as the business grows • Contribute to the operations roadmap and annual planning processes • Support goal-setting, benchmarking, and company-wide communications • Develop as a trusted IC voice in planning and prioritization discussions

• Coordinate pre-hire documentation, security protocols, and preparatory activities. • Draft and distribute welcome emails, coordinate with pre-hires, and support integration of new resources. • Collaborate with HR to ensure compliance with federal/state regulations and organizational requirements. • Provide recommendations to improve onboarding processes, tools, and workflows. • Build positive relationships with hiring managers and stakeholders. • Facilitate communication among stakeholders, schedule tasks, and organize meetings. • Capture and distribute meeting minutes; manage email groups and distribution lists. • Handle incoming correspondence professionally and maintain clear communication channels. • Maintain accurate records, databases, and SharePoint sites. • Organize and safeguard physical and electronic files, ensuring proper handling of sensitive and classified information. • Assist with operational activities, including developing procedures, guidelines, and best practices. • Prepare reports, presentations, and internal documents as needed. • Gather and analyze data to identify trends and areas for improvement. • Develop detailed and ad hoc reports to support decision-making.

• Work alongside our existing UK based Tech Operations team to help ElevenLabs scale globally. • Serve as the technical point of contact for the region. • Automate IT processes and manage the technical build out of our new offices.

• Work with Data Exchange partners and internal teams to develop and maintain Data Exchange data feeds (ex. claims, vaccine reimbursements, eligibility, etc.) and ensure their accuracy at Capital Rx • Serving as a point of coordination for Data Exchange identification and issue resolution with internal teams and external integration partners • Identify and triage Data Exchange issues and support the resolution of all errors related to transferring, loading, and management of integrated Data Exchange data • Proactively monitoring system status and Data Exchange management data to quickly identify potential abnormalities that might impact quality and accuracy • Ensuring that all issues and errors are resolved using designated operating standards and within defined service levels • Assist with the validation of Data Exchange data integrity through regular audits and reconciliation processes • Participate in projects with Data Exchange impacts including vendor changes, client migrations, and client add-on requests