• Use Claude and other AI tools to design and build automation workflows for clinical operations — appointment scheduling, referral management, and follow-up communications. • Build AI-assisted tools that streamline surgeon and staff workflows, including data collection, reporting, and compliance. • Integrate automation and AI platforms (e.g., Claude, Zapier, n8n, Make, Airtable, custom scripts) with external and internal systems. • Collaborate with surgeons and clinical staff to identify repetitive pain points and deliver practical, AI-powered automation solutions. • Build and manage AI-powered automation frameworks for social media publishing, analytics tracking, and content pipeline management. • Use Claude and other AI tools to automate content repurposing across Instagram, TikTok, LinkedIn, newsletters, and clinic websites. • Deploy Claude and other AI tools to handle video editing support, captioning, content planning, and campaign management — cutting manual production time down to near zero. • Work closely with the Marketing and Creative teams to deliver seamless workflows from ideation to distribution. • Develop automation processes for onboarding new clinical partners, from contract signing through to full activation. • Use Claude to auto-generate customized implementation programs, welcome materials, and clinic-specific training guidelines. • Build scalable playbooks for clinic success teams using tools like Notion, HubSpot, and internal dashboards. • Enable clinics with self-serve onboarding portals, automated checklists, and training progress tracking.

Role Description Responsible for the creation, administration, and maintenance of ongoing data sources, lending and sales department performance and analysis related to sales and lending compensation, ancillary performance, profitability, efficiencies, workflows, trending, growth, and outcomes. Engineer the compilation and distribution of reports. Responsible for the research, analysis, and support of Sales and Lending projects across multiple departments including: - Inbound and Outbound Sales - Consumer Underwriting - Indirect Underwriting and Funding - Loan Processing - Home Equity - Consumer Collections - Loss Mitigation - Commercial/SBA Underwriting Conducts research, analysis, projections, demographic profiling, and sales analysis related to: - Lending - Collections - Loan processing - Ancillary products and performance - Underwriting - Lead management - MS Dynamics (CRM) - AFCU’s lending platform for digital applications - Automated decisioning models and strategies Must analyze, document, communicate, and validate requirements for changes to business processes with an innovative approach to systems and technology. Coordination with vendors on project management, roadmap, implementation, and integration into AFCU systems and other third-party systems hosted by the credit union. Investigates discrepancies in data and identifies key performance indicators related to key credit union strategies and requirements for success. Responsible for research and analysis directly related to Credit Union sales and lending results, projections, goals, incentives, sales compensation, and other key sales and lending strategies. Acts as project coordinator on pertinent projects related in the lending division, including the collections division. This role is responsible for the administration of compensation plans, including coordination and collaborative work with executive team members, senior management, accounting, compliance, and audit. This role will also play a key role in the Credit Union’s initiative in automated lending, including the development and collaboration of Robotic Process Automation (RPA) builds, and other automation efforts for the Lending Ecosystem. Offers a collaborative work style, with a strong ability to build relationships, gain credibility and partner with team members- both internally and externally, division leadership and end users. Aggregate large quantities of performance data into comprehensive reports. Analyze data from key reports and provide strategic recommendations to leadership teams and senior management. Works with Analytics Information Management, Data Science, Branch Operations, Enterprise Applications, and other IT staff to support managerial and strategic business intelligence needs. Qualifications - Bachelor’s degree in statistics, information technology, or business-related field. - Additional education or certifications preferred. - 3+ years in business intelligence, lending strategy, project management or agile project management is preferred. Requirements - Understanding of Credit Union operations, products and services, systems, and applications. - Knowledge of Tableau. - Knowledge of SQL language. - Knowledge of Project Management principles. - Understanding of effective research and analysis principles and practices. Benefits - Strong project management skills. - Ability to multitask and react to problems quickly. - Excellent analytical and problem-solving skills. - Excellent communication skills and willingness to assist others. - Well-organized with the ability to prioritize and plan projects effectively. - Accurate and attentive to detail. - Ability to assist others and share knowledge with other team members. - Able to use PC, terminal keyboards, and various computer hardware. - Professional in appearance and attitude. - Must be a team player. - Ability to analyze complex data. - Strong decision-making skills. - Exceptional creative abilities. - Well organized and efficient. - Able to work under pressure. - Ability to train others. - Self-motivated and hard working. - Speed, efficiency, and accuracy. - Able to work with users from all levels of management to develop and implement useful budget reporting and other operational reports. - Interpersonal skills with the ability to interact with business and technical partners at all levels within the organization. - Demonstrated strength in critical skills such as collaboration, written and oral communications and analytical capability.

• Oversee daily performance and Seller-Fulfilled Prime (SFP) metrics across 30+ Amazon accounts • Build and maintain Excel reporting models that distill complex, raw account data into clear, actionable insights for leadership • Conduct deep-dive investigations into metric fluctuations • Serve as the internal authority on SFP requirements and metric weighting • Identify emerging risks to Prime Badges and lead the development and execution of corrective action plans • Partner with Content and Customer Experience teams • Support international and multi-channel growth initiatives • Provide reliable operational support for the Channels Manager

• Serve as a strategic leader within the Innovation and Transformation team reporting directly to the Executive Director in Global Development Operations • Drive the implementation and structure of Clinical Trial transformation initiatives that enhance clinical trial design operations and cross functional collaboration across a complex matrixed organization. • Work across Global Development Operations, IT and local teams to ensure seamless integration of new Clinical Trial solutions, technologies, processes and tools in an efficient structured manner. • Collaborate with senior stakeholders and cross functional partners to align priorities manage interdependence, develop project structures and tools that deliver optimized trial solutions. • Accountable for monitoring workstream dependencies, risk management and progress utilizing key performance indicators and mitigating risks to ensure the success of transformation efforts. • Create and provide input into the development of business cases for continued and ongoing solution development.