Bottom Line

Operations

• Own the day-to-day administration and accuracy of Bottom Line’s Learning Management System (GoFarHub)
• Manage systems for tracking training completion, participation, and compliance across the organization
• Ensure staff training assignments in GoFarHub align with ADP records and role requirements
• Build and maintain dashboards and reports that clearly show training progress, completion rates, and gaps
• Monitor system usage and engagement data to identify trends and recommend improvements to system effectiveness
• Analyze training completion data, assessment results, and learner engagement to identify where staff struggle or disengage
• Regularly share training completion data and insights with Training & Learning leadership, HR, and department leaders
• Flag and escalate compliance risks and partner with managers and HR to support follow-up and accountability
• Troubleshoot system issues and collaborate with the Product Team to implement updates and improvements
• Ensure staff and managers receive clear, consistent communication about training expectations, deadlines, and progress
• Identify patterns in training data, systems usage, and project execution to surface insights and recommend operational improvements
• Support continuous improvement of training operations by strengthening processes, documentation, and cross-team visibility
• Coach team staff and people managers on how to interpret training data and apply best practices to address low completion, engagement gaps, or compliance risks
• Support the implementation and ongoing management of the Training & Learning team’s evaluation framework, including tracking defined success metrics for trainings (completion, comprehension, satisfaction, and application)
• Create, distribute, and manage evaluation tools such as training feedback surveys, assessments, and post-training follow-ups
• Review and analyze training feedback survey responses to identify strengths, gaps, and opportunities for improvement
• Synthesize quantitative and qualitative data into actionable insights and operational recommendations for the Training & Learning team
• Identify patterns across training data and feedback to surface operational trends and areas for improvement
• Implement processes for regularly reviewing and updating trainings based on evaluation findings and established team priorities
• Partner with training content owners and SMEs to support the execution of improvements informed by evaluation data
• Ensure evaluation practices are implemented consistently and reliably across trainings and initiatives
• Maintain dashboards, reporting tools, and tracking systems related to training evaluation efforts
• Lead project management for Training & Learning initiatives, ensuring projects are well-organized, on track, and completed on time
• Develop and maintain clear project plans, timelines, and trackers for key initiatives
• Coordinate across departments to gather inputs, align stakeholders, and move work forward
• Facilitate meetings, track milestones, and communicate progress updates to stakeholders
• Support pilot programs and new initiatives by ensuring strong operational execution
• Identify process gaps during project execution and suggest practical improvements
• Manage operational coordination of training and onboarding activities for new site launches in partnership with the Director of New Sites
• Develop and maintain onboarding trackers, timelines, and documentation to ensure readiness milestones are met
• Coordinate with subject matter experts to ensure training content and onboarding materials are delivered effectively
• Track onboarding completion and gather feedback to improve future launch processes
• Partner with the Director of New Sites to support evaluation of onboarding and training effectiveness for new site launches, including analyzing training completion rates and feedback data
• Document lessons learned and contribute to improving repeatable onboarding systems
• Support logistics and coordination for training programs as needed (e.g., scheduling, session setup, communication)
• Maintain clear documentation of processes, workflows, and operational practices
• Ensure consistency and follow-through across Training & Learning operations
• Duties, responsibilities, and activities may change at any time with or without advanced notice.

Training Operations Manager

Director

• The Director of Scaled Advising leads Bottom Line's national scaled, virtual advising programs, including Bluprint and Get Schooled advising.
• Bluprint is Bottom Line's scalable, light-touch advising program that supports students through college using digital tools, targeted outreach, and on-demand human support.
• Get Schooled advising provides free, digital-first college and career guidance through personalized texting, content, and on-demand human and AI-supported advising.
• This role sets strategy, quality standards, and the operating model for advising at scale, ensuring students receive high-quality, relationship-driven support through tech-enabled channels.
• The Director leads a high-performing Scaled Advising team and serves as a key program voice on digital advising tools, informing the CPO and the MD, Program Strategy & Fidelity on opportunities and requirements, coordinating user testing of new tools, and partnering with the Transformation team to ensure tools support strong advising practice and student experience.
• As a key voice in Bottom Line's commitment to scaling with quality, the Director shapes how scaled, virtual advising evolves to serve more first-generation, low-income students each year.
• This role reports to the Managing Director, Program Operations.
• Set the strategy, quality standards, and operating model for Bottom Line's national scaled advising across Bluprint and Get Schooled.
• Define expectations for advisor practice, communication cadence, student experience, and case management across all virtual channels.
• Set student outcome targets and operating KPIs that guide team performance.
• Lead the ongoing evolution of the scaled advising model, ensuring it scales without losing relational quality.
• Drive efficiencies in workflows and case management across virtual services, reducing advisor burden and improving response time and student experience.
• Monitor scaled communications performance, identify content and workflow gaps, and recommend improvements.
• Lead the Scaled Advising sub-team, including direct reports.
• Partner closely with the Director, Success & Career Program Operations to coordinate handoffs and shared accountability for student outcomes.
• Use engagement data, outcome metrics, and advisor/student feedback to refine the scaled advising model.
• Represent Bottom Line externally on scaled advising, at conferences, with funders, and peer organizations across the college access and success ecosystem.

Director of Scaled Advising

Program Manager

• The Director of Success & Career Program Operations is the bridge between national program expectations and high-quality regional delivery.
• This role ensures regions have the practical supports they need to implement strong Success and Career programming, translating the model into clear routines, milestones, and tools that work in day-to-day operations.
• The Director monitors key dashboards and early-warning signals to spot implementation or outcome risks, mobilizes targeted support, and engages regional and national leaders in timely problem-solving and course correction.
• Own the national Success & Career operating system (goals, milestones, cadence) and ensure coherent delivery across regions.
• Monitor leading indicators and outcomes; identify fidelity, capacity, and engagement risks; engage leaders and drive timely course correction.
• Lead milestone reviews (before/after-action) to codify lessons learned and improve practice.
• Operationally own Early Warning System (EWS) implementation; ensure regional and scaled teams act on signals and track follow-through.
• Operationalize the employability curriculum and interventions aligned to Bottom Line’s Employability milestones.
• Oversee a scalable volunteer mentoring approach that delivers a strong student and mentor experience.
• Plan and improve career events, workshops, and convenings using clear success metrics (scale what works; retire what doesn’t).
• Use EWS and Employability data to target supports equitably and improve outcomes.
• Enable strong implementation across regions for Success and Career programming (readiness, guidance, and process improvement for new and existing sites).
• Lead communities of practice for Success Program Directors, Success Coaches, and Career Connections staff to build consistency through shared expectations and learning cycles.
• Set and facilitate the operating cadence (calls, checkpoints, deadlines) so priorities and changes are clear and actionable.
• Deliver onboarding, training, and coaching with Training & Learning; surface gaps and partner with Program Strategy & Fidelity to reduce regional burden.
• Partner with Program Strategy & Fidelity to align delivery to the Bottom Line Way and fidelity guardrails; bring implementation insights to model evolution.
• Partner with Access Program Operations on the pre-matriculation handoff, and partner closely with the Director, Scaled Advising.
• Serve as program owner for Success and Career data tools (e.g. Advisor Dashboards, Employability reporting, First Destination data flows).
• Oversee grant-funded program projects: manage scopes, timelines, and deliverables; track performance against grant metrics; and provide program narrative and data to inform funder reports.
• Maintain clear timelines, processes, and protocols for key milestones; keep documentation and knowledge bases current and usable.
• Use regional feedback and outcome data to drive operational improvements with Program Strategy & Fidelity.
• Manage up to two direct reports, as needed, based on grant funding: set goals, provide feedback, support, and coach through challenges.
• Build a high-performing team culture that supports learning, collaboration, and growth.

Director, Success & Career Program Operations

• Ensure high-quality execution of the program model across in-person, virtual, and partner-delivered modalities, with oversight of national virtual advising through the Director of Scaled Advising.
• Build and maintain repeatable operating infrastructure (annual calendars, playbooks, codified processes, decision frameworks) so the system functions seamlessly.
• Lead and continuously improve all centrally delivered student-facing services, ensuring clarity, staffing readiness, and operational alignment with the program model.
• Oversee rollout of new tools, curriculum, and training in collaboration with Training & Learning and other organizational leaders.
• Hold program-side accountability for NPC (Salesforce) governance and the program-facing system ecosystem; ensure named product ownership through the Program Operations Manager, with documented decision rights, formal request prioritization, and service-level expectations that ensure transparent infrastructure.
• Translate Strategy & Fidelity expectations into reporting structures, dashboards, and training resources into usable data systems and processes.
• Set the Programs-side partnership with Transformation on technical build priorities at the executive and prioritization level; ensure the day-to-day build partnership operates through the Program Operations Manager so that program needs shape sequencing and build outputs are adopted in the field.
• Provide structural support on the Early Warning System (EWS), ensuring signal-to-action workflows are integrated across programming.
• Identify cross-regional implementation patterns, drive course-correction, and share synthesized insights with Program Strategy & Fidelity and the CPO to inform model clarity and organizational decision-making.
• Surface implementation realities and operational risks to the CPO to inform enterprise decisions on strategy, resource allocation, and growth direction.
• Maintain a feedback loop with the MD of Program Strategy & Fidelity, bringing implementation insights into model evolution and translating model updates into operational rollout plans.
• Support cross-team role clarity and accountability for work that touches multiple departments, including recruitment operations, new-site implementation, and partnership delivery, closing decision loops so no critical thread falls between teams.
• Serve as the primary Programs-team counterpart to the Senior Director of Strategic Partnerships (Growth) on partnership delivery, owning the implementation playbook that paying partners access.
• Partner with Transformation on platform adoption and change management; with RAE on outcome measurement and continuous improvement; with Development on program-side fundraising support.
• Together with the MD of Program Strategy & Fidelity, co-lead the Program Team's operating culture, decision rhythms, and cross-pillar collaboration under the CPO.
• Manage four direct reports: Director Access Program Operations, Director Success & Career Program Operations, Director Scaled Advising, and Senior Program Manager of Program Operations. Through these directors, lead a team of approximately 12 Program Operations staff plus advisors and contractors across Scaled delivery and central student-facing services.
• Set direct-report goals, coach their development, and build a high-performing, mission-driven team culture.
• Support cross-organizational priorities as needed and represent Bottom Line positively across stakeholders and the broader community.

Managing Director, Program Operations

• Create informative, actionable, and repeatable reporting that highlights relevant business trends and opportunities for improvement
• Conduct insightful, ad hoc analyses to investigate ongoing or one-time operational issues
• Use expertise in data structure to build new capabilities for the organization using data analytics
• Manage the queue of reporting requests and prioritize reports, manage completion of requests, and communicate status and timeline to parties in a timely manner
• Create reporting and analytics roadmap that establishes key milestones and deliverables, in support of current and future business needs and requirements – leverage Bottom Line’s data calendar as a starting point for this roadmap
• Ensure that timely, accurate and insightful reporting is developed and published for use
• Manage and/or partner with consultants to create and deliver reporting dashboards and action-oriented insights to inform program success, fundraising strategy and performance, and guide decision making on HR matters
• Support onboarding and knowledge transfer process for new staff and/or consultants hired on the data team
• Partner with Bottom Line Program teams across all regions, in developing reports and dashboards with metrics that inform them about their caseload and how well they are doing to meet key performance targets and indicators
• Consult with Development teams and conduct analyses, including understanding their fundraising goals, formulating analytical approaches, performing data extraction and exploration, and translating results into actionable insights
• Collaborate with Salesforce Engineer to understand impacts of changes and impacts on dashboards and reports
• Leverage statistical techniques to build multivariate analyses and/or predictive/explanatory models that address key strategic projects, topics, and questions
• Proactively focus on the discovery of insights hidden in Bottom Line’s Enterprise Datawarehouse, to help the organization make smarter decisions
• Work with cross-functional stakeholders across various Business Units, to define business requirements around data and reporting needs for analysis and ensure accurate results
• Collaborate with cross-functional stakeholders to develop consistent and reliable structured definitions for data and/or metrics for use in reporting and analysis
• Facilitate User Acceptance testing – on all end-user deliverables – to collect stakeholder feedback and enhancement requests and ensure all business unit organizational dashboards and reports are error free by consistently performing Quality Assurance tasks on them
• Ensure all program and development dashboards and reports developed in Power BI are delivered in a fast and timely manner, are of high quality, and continue to be refreshed and enhanced for organization decision making and performance measurement and tracking
• Use JIRA to centralize and streamline prioritized requirements and ad-hoc requests
• Facilitate sprint review meetings to demonstrate completed work products and review product backlog priorities for the subsequent sprint
• Manage backlog for each sprint cycle to ensure work products are delivered with the highest quality
• Create presentations to help illustrate data in ways that are appropriate and easy for stakeholders to understand
• Participate in, and in some instances lead, data governance meetings and provide content/insight to the discussion
• Clearly communicate analysis and complex concepts to non-subject matter experts orally and in writing
• Develop documentation for each analysis conducted and/or dashboard report developed
• Prepare research, reports, summaries, presentations, and other materials that summarize findings for internal and external audiences
• Create and manage a learning community (both virtual and in-person) of members engaged in data and analysis of key data points.

Director of Analytics and Reporting

Financial Planning and Analysis

• Manage the day-to-day financial operations for a $15M, multi-site organization
• Establish and maintain internal controls to ensure compliance with financial policies
• Oversee the effective use of financial systems and their intersection across the organization
• Develop budget projections and conduct budget scenario planning
• Manage the annual financial audit, and all required state and federal reporting
• Prepare monthly financial statements including budget to actuals, forecasts and cash flow
• Coordinate with COFO in managing annual budget planning process

Training Operations Manager

Director of Scaled Advising

Director, Success & Career Program Operations

Managing Director, Program Operations

Director of Analytics and Reporting

Director of Finance