Alliance CAS

Operations

• Execution of Strategic Initiatives
• Partner directly with the COO and executive leadership to execute high-priority business initiatives
• Translate concepts and strategic direction into clear action plans, timelines, and deliverables
• Own initiatives from start to finish, ensuring on-time and effective implementation
• Drive accountability across teams to ensure follow-through and completion
• Process Implementation & Improvement
• Design and implement new workflows and operational processes
• Identify inefficiencies and execute process improvements to increase speed, accuracy, and consistency
• Ensure processes are clearly documented, repeatable, and scalable
• Systems Implementation & Optimization
• Execute system improvements, enhancements, and workflow configurations
• Gather requirements, coordinate testing, and lead rollout of system changes
• Identify and implement automation opportunities to reduce manual work
• Ensure tools and systems are being used effectively across teams
• Go-to-Market & Business Operations Execution
• Execute recurring business operations deliverables, including communications, reporting distributions, and stakeholder updates
• Support sales and business development efforts through execution of campaigns, outreach, and follow-up processes
• Build, update, and maintain sales and marketing materials, including pitch decks, collateral, and supporting assets
• Develop and maintain internal enablement resources, including training materials and documentation
• Manage and execute digital presence activities (e.g., LinkedIn), ensuring alignment with company messaging and priorities
• Coordinate branded materials and assets, including vendor management, ordering, and design execution
• Support pipeline and revenue operations activities within systems, including updates, templates, workflows, and reporting
• Assist leadership with execution of initiatives that drive business growth, client engagement, and brand visibility
• Platform Ownership & Administration
• Serve as the administrator and business owner for key operational platforms, including Smartsheet, HubSpot, SharePoint, Power Automate, Front, PandaDoc, and Tratta
• Maintain system hygiene, including data integrity, naming conventions, user permissions, and account structure
• Build and optimize workflows, dashboards, automations, templates, and reporting within systems
• Execute system clean-up, rebuilds, and enhancements to improve performance and usability
• Support system integrations and partner with IT on access management and best practices
• Cross-Functional Coordination
• Act as the central project lead across departments for key initiatives
• Coordinate stakeholders, manage timelines, and remove blockers to keep work moving forward
• Ensure alignment between teams during implementation
• Performance Tracking & Reporting
• Track progress of key initiatives and report on status, risks, and outcomes
• Support development of KPIs and ensure visibility into performance metrics
• Identify gaps and take action to keep initiatives on track
• Change Management & Adoption
• Drive adoption of new processes and systems across the organization
• Ensure teams are trained, supported, and equipped for changes
• Monitor adoption and address gaps to ensure long-term success
• Other Duties
• Special projects as assigned by Chief Operating Officer and/or Chief Executive Officer.

Manager, Strategic Operations