Chief Operating Officer

• Oversee day-to-day operations and ensure alignment with company goals, client commitments, and strategic objectives.
• Lead, develop, and support operational teams across multiple locations.
• Drive business development efforts, identify growth opportunities, and cultivate new client relationships.
• Collaborate with executive leadership on strategic planning, expansion initiatives, and organizational development.
• Ensure operational performance, financial objectives, compliance requirements, and service quality standards are consistently met.
• Travel to company locations as needed, including quarterly visits to Tulsa and approximately 30% overall travel.
• Represent the company in client meetings, executive discussions, industry engagements, and partnership opportunities.
• Develop and implement processes that improve efficiency, accountability, and organizational effectiveness.
• Monitor key performance indicators and provide recommendations to support sustainable growth.

Chief Operations Officer

• Provides leadership, direction and administration over operations while growing revenue and improving operating margins
• Direct leaders to be fiscally responsible and meet productivity standards in resource utilization, staffing patterns and the operational efficiency
• Ensures effective utilization of resources including length of stay, and the use of inpatient care, home care and outpatient care to help ensure the right care in the right place at the right time
• Implements clinical operations consistent with programs that optimize best patient care practices which align with organizational initiatives
• Interprets changes in the marketplace, generates ideas and participates in quality assurance initiatives that increase the organizations market advantage
• Establishes effective goals and objectives by creating and managing the structure and processes necessary for efficient operations, achievement of superior clinical performance and projected growth
• Strategizes and identifies opportunities to grow/improve programs and advance care management improvements
• Assesses services and programs to ensure they meet and exceed established care, quality and state/federal regulatory standards
• Implements and assesses care management and patient experience initiatives to accomplish targets, and ensures the highest possible delivery of service to patients, families, physicians and employees relative to their personal expectations
• Develops and maintains physician relationships which involves collaborating with physicians both as partners and customers
• Ensures compliance with government regulatory agencies and accrediting bodies
• Reviews, evaluates and enforces existing policies and procedures
• Formulates, establishes and enforces additional procedures and guidelines to provide exceptional, efficient and effective patient care
• Performs human resources responsibilities for staff which include interviewing and selection of new employees, promotions, staff development, performance evaluations, compensation changes, resolution of employee concerns, corrective actions, terminations, and overall employee morale
• Develops and recommends operating and capital budgets and controls expenditures within approved budget objectives

• Manage day-to-day banking operations, partnering closely with product and engineering on strategy and design.
• Assist with optimization of cash movement processes and settlement timing.
• Monitor ACH, wire, RTP, card settlement, and other payment activities to ensure timely processing and settlement.
• Oversee funding flows, merchant payouts, customer repayments, and operational cash movements.
• Investigate and resolve payment exceptions, returns, rejects, and settlement discrepancies.
• Support new bank integrations, account openings, and banking partner/vendor onboarding activities.
• Oversee operational performance of customer servicing and collections activities, ensuring alignment with company policies, regulatory requirements, and customer experience objectives.
• Monitor servicing workflows related to payment processing, delinquency management, hardship accommodations, account maintenance, and customer communications.
• Partner with internal teams and third-party servicing or collections vendors to ensure service level agreements (SLAs), performance metrics, and compliance standards are consistently met.
• Review delinquency trends, collection effectiveness, cure rates, roll rates, and operational KPIs to identify opportunities for improvement.
• Support implementation and monitoring of collections strategies, including payment reminders, recovery initiatives, and loss mitigation programs.
• Ensure servicing and collections processes comply with applicable consumer protection laws, regulatory guidance, and internal controls.
• Collaborate with Risk, Compliance, Legal, and Product teams to enhance servicing operations and improve customer outcomes.
• Assist in vendor oversight, audits, and performance reviews related to servicing and collections partners.
• Serve as the primary operational relationship manager for banking partners, payment processors, servicing providers, collections agencies, and other critical third-party vendors.
• Monitor vendor performance against contractual obligations, service level agreements (SLAs), key performance indicators (KPIs), and operational standards.
• Conduct regular vendor reviews to assess operational effectiveness, compliance adherence, customer outcomes, and risk management practices.
• Support audits, regulatory examinations, and compliance reviews.

• Partner closely with the CEO and executive leadership team to drive company strategy, operational alignment, and scalable business execution.
• Lead company-wide operational cadence, including business reviews, performance management, cross-functional planning, and execution tracking.
• Build and optimize scalable processes, systems, and operational frameworks to support continued company growth.
• Align Sales, Marketing, Customer Success, Product, and Operations teams around shared company goals, revenue performance, and customer outcomes.
• Drive operational excellence across the customer lifecycle, including onboarding, adoption, retention, expansion, and overall customer experience.
• Partner with Finance on forecasting, budgeting, resource planning, and operational performance management.
• Establish and track key SaaS operational metrics, ensuring data-driven decision-making across the organization.
• Improve organizational efficiency, scalability, and cross-functional collaboration while driving accountability and execution consistency.
• Lead, mentor, and develop high-performing teams and managers while fostering a culture of transparency, ownership, and customer focus.
• Support CloudShare’s growth and organizational evolution by helping scale teams, operational structure, and internal processes.

Chief Operating Officer – COO

• Oversee the Human Resources, Technology, and Operations teams, managing the Directors of each of these departments and working with them to set department strategy, vision, and culture, as well as hiring, training, supervising, mentoring, and developing team members.
• Determine and formulate policies and provide overall direction for ALDF operational activities in partnership with your department Directors and team members.
• Direct and implement business objectives to ensure optimal operations, maximize returns on investments, and increase inter-departmental collaboration and productivity.
• Identify opportunities to increase the effectiveness and efficiency of internal operations.
• Collaborate with ALDF’s Chief Financial Officer regarding shared services between the Human Resources and Finance departments, such as Payroll.
• Work with your team leaders, the Executive Director, and Senior Leadership Team to prepare reports for key stakeholders such as the Board of Directors.
• Direct the financial and budget activities for your teams, maximize outcomes, and increase efficiency.
• Work with the Senior Leadership Team and Directors to execute the annual budget planning process for your teams and monitor progress throughout the year.
• Confer with fellow leaders and staff members to discuss issues, coordinate activities, and resolve problems.
• Work with other members of the Senior Leadership Team to assess organizational risk and implement measures to ensure compliance and mitigate risk.
• Ensure that ALDF is operating in a manner that reflects sound controls, high mission impact, and manageable workloads for staff.
• In partnership with the Senior Leadership Team, drive a positive, productive, and inclusive work environment at ALDF.
• Oversee the development and implementation of practices that support a healthy culture across the organization, including strong internal communications and supporting the HR Director and other leaders in executing strategies that continuously improve ALDF’s culture.
• Cultivate a positive and collaborative working relationship with fellow Leadership members and Programs staff, and support the Human Resources, Technology and Operations Directors in building strong cross-functional internal relationships.
• Serve as an engaged and active member of the Senior Leadership Team and participate in and contribute to ALDF initiatives and processes.
• Advise the Executive Director and Board on questions of organizational sustainability and other matters.
• Oversee the development and implementation of programs and projects relating to infrastructure, Human Resources, Technology, and Operations and take the lead on internal change management for such initiatives.
• Oversee the implementation and compliance with relevant ALDF policies, including record retention, technology use, employment and labor, communications standards.
• Maintain a working knowledge of significant developments and trends in the fields of animal law.
• Performing other duties as assigned.

• Own end-to-end delivery of complex, cross-functional initiatives across Treasury / Finance partnering with IT, Operations, Risk/Compliance and other related groups
• Structure workstreams and execution plans, ensuring alignment to priorities, timelines, and dependencies
• Establish and maintain program tracking, roadmaps, and governance routines
• Proactively identify risks and drive mitigation strategies in partnership with stakeholders
• Execute with a high degree of autonomy, making informed decisions and trade-offs aligned to business priorities
• Manage competing demands with clear prioritization and focus on timely, high-quality outcomes
• Take accountability for end results, driving resolution of complex issues and removing execution barriers
• Lead structured, multi-dimensional analyses to support strategic and operational decision-making
• Translate complex data into clear, actionable insights and recommendations
• Develop reporting frameworks across cost, performance, and operational metrics
• Identify trends and drive improvements in data quality and analytical processes
• Challenge assumptions and shape decision-making through data-driven insights
• Build and maintain effective partnerships across Finance, Treasury, Risk, IT, and Operations
• Drive alignment on objectives, approach, and outcomes across stakeholders
• Lead communication and change efforts to support initiative execution
• Prepare and present materials that inform and enable discussion in governance forums and senior stakeholder settings
• Drive adherence to risk, control, and governance practices, identifying opportunities for enhancement
• Own tracking and resolution of audit actions and regulatory deliverables
• Lead development and standardization of process documentation and reporting artifacts.

Consultant – Treasury COO, Strategy & Execution

• Own and integrate Gifted Savings’ core operating functions, ensuring the organization scales with clarity and alignment across programs and compliance.
• Partner closely with the Executive Director to translate organizational vision into clear operating strategy, priorities, and execution.
• Lead all aspects of legal, regulatory, and compliance strategy across both nonprofit and financial services–adjacent activities.
• Build effective systems and processes that support a distributed team.
• Oversee HR operations, including hiring, onboarding, performance management, and team development.

• Own and manage complex, ever-changing calendars for the CEO, COO, and CRO.
• Prioritize meeting requests, balancing strategic initiatives, customer meetings, Board activities, recruiting, and internal operations.
• Prepare daily schedules and briefing materials to ensure leadership is fully prepared for meetings and events.
• Act as a trusted gatekeeper while maintaining strong relationships with internal and external stakeholders.
• Coordinate domestic travel, accommodations, itineraries, and logistics for executives.
• Serve as a point of contact for Board members and their executive assistants.
• Coordinate quarterly Board meetings.
• Manage scheduling, logistics, meeting materials, and follow-up action items.
• Support preparation and distribution of Board presentations and related communications.
• Maintain professionalism and discretion while handling sensitive and confidential information.
• Plan and execute executive meetings, company events, leadership offsites, Board gatherings, and customer-facing events.
• Coordinate venues, travel, catering, agendas, and attendee communications.
• Partner with People and Leadership teams to deliver exceptional experiences that strengthen company culture and relationships.
• Track key action items, follow-ups, and deadlines on behalf of executives.
• Help drive operational efficiency through process improvements, documentation, and project coordination.
• Support special projects and strategic initiatives as the company grows.

Executive Assistant to CEO, COO, CRO

• Lead global operations across Alkegen Industrial Solutions’ diversified specialty materials portfolio with approximately $700M in revenue.
• Drive operational excellence, safety, quality, supply chain resilience, manufacturing performance, and customer fulfilment.
• Deploy Lean/OpEx and KPI management (SQDC) to improve OEE, yield, throughput, and delivery;

Chief Operations Officer – Industrial Solutions

• Serve as a full member of the Executive Team and a strategic thought partner to the CEO in enterprise planning, decision-making, and organizational performance.
• Help shape CareMessage’s multi-year organizational strategy, not only execute it; bring an operating point of view that informs where the organization is headed.
• Act as the connective tissue between the Executive Team and our Key Functional Leaders, translating strategy into execution and surfacing tradeoffs clearly.
• Drive alignment across functional leaders so the organization executes as one team with shared priorities, not siloed functions competing for resources.
• Make and own difficult operational decisions; know when to push and when to yield.
• Own the operating plan; ensure functional priorities are resourced, sequenced, and connected to company OKRs.
• Translate enterprise strategy into a clear operating rhythm with defined priorities, ownership, and cadence.
• Establish disciplined execution practices that reinforce accountability and follow-through across functions.
• Own compliance and risk; ensure the organization meets applicable laws, regulations, and internal policies.
• Frame enterprise risks, tradeoffs, and sequencing decisions to support effective CEO and Board oversight.
• Coach functional leaders to build high-performing teams that produce more together than the sum of their parts.
• Partner with Finance on budget performance, resource allocation, forecasting, and long-term operating sustainability.

• Serve as the primary partner to the President and COO, anticipating needs, managing priorities, and ensuring seamless day-to-day operations
• Drive follow-through on decisions, action items, and projects to ensure clarity, accountability, and timely execution
• Can act as an extension of the President and COO in meetings and communications for coordination across teams
• Create high-quality presentations, reports, executive team and board-level materials that clearly communicate complex information
• Draft executive communications, talking points, and internal updates as needed
• Manage complex, dynamic calendars and prioritize scheduling needs for the President and COO
• Coordinate travel itineraries, accommodations, and detailed briefings to ensure smooth logistics
• Plan and execute internal and external meetings, events, and engagements
• Oversee traditional executive administrative activities, including expense reports, document management, and contract routing
• Serve as the point of contact for internal and external partners on behalf of the CPO
• Continuously refine and improve administrative and operational processes

Executive Assistant – President and Chief Operating Officer

• Lead or support cross-functional projects across ALX.
• Translate strategic priorities into clear project plans, owners, milestones, risks, and decision points.
• Drive execution of special projects that cut across multiple teams or regions.
• Identify bottlenecks, escalate risks, and ensure timely resolution.
• Prepare project updates, decision memos, and executive briefings.
• Ensure priority initiatives maintain momentum and do not get stuck between functions.
• Support the design and management of org-level dashboards, operating reviews, and performance routines.
• Track progress against key strategic priorities and surface risks early.
• Coordinate follow-ups from leadership meetings and ensure clear ownership of next steps.
• Help teams move from discussion to decision to delivery.
• Support quarterly and sprint planning, retrospectives, and execution reviews.
• Support workstreams connected to fundraising, partnerships, Corporate Training and other emerging revenue priorities.
• Coordinate cross-functional inputs needed to unlock revenue opportunities.
• Prepare materials for internal decision-making, partner conversations, and funder engagement.
• Track execution against priority revenue initiatives and ensure dependencies are clear.
• Prepare briefing notes, talking points, leadership updates, and presentation materials.
• Synthesise complex information into clear recommendations.
• Conduct research, analysis, and problem-solving on ambiguous business questions.
• Help the COO prepare for key internal and external meetings.
• Capture decisions and ensure follow-through after leadership discussions.
• Build strong relationships with functional and regional leaders.
• Facilitate alignment across teams with different priorities, constraints, and timelines.
• Clarify roles, responsibilities, decision rights, and escalation paths.
• Support sensitive or high-priority initiatives that require discretion, judgment, and strong stakeholder management.

Special Projects Lead – Chief of Staff to the COO

• Provides oversight of the Health Services team including health center management and Centralized Operations
• Serves as a strategic partner to CHN, which provides PPGP’s IT, revenue cycle, and patient contact center services
• Participates in Executive Leadership meetings
• Oversees Health Services operational and strategic planning​ in partnership with PPGP’s CMO​
• Works closely with PPGP’s Legal and Compliance Team
• Develops, executes and evaluates programs to provide and/or expand health services delivery
• Maintains optimal productivity of all health services-related operations
• Leads, motivates, coaches and trains leaders and managers

• Help firm owners translate business goals into operational systems and execution plans.
• Design and implement scalable systems including organizational structure, workflow, and process design.
• Serve as a trusted operational advisor by coaching attorneys on leadership and accountability.
• Build KPI-driven operations by implementing dashboards and scorecards.
• Lead initiatives that improve efficiency, profitability, team performance, and client delivery systems.

Chief Operating Officer – Law Firm Growth Advisor

• Serve as the senior operational leader for PPSNE’s clinical services enterprise
• Partner closely with the President/CEO and Executive Leadership Team to shape and execute organizational strategy
• Build strong cross-functional alignment through transparent communication, effective prioritization, and the ability to navigate complex decisions and difficult conversations with clarity and accountability
• Lead initiatives that expand access to care and improve operational performance across the organization
• Develop and implement scalable operational systems and processes that support organizational growth and sustainability
• Ensure alignment between strategic priorities, operational execution, and measurable outcomes
• Oversee operational performance across PPSNE’s health centers and virtual care services
• Ensure delivery of high-quality, patient-centered, culturally responsive care
• Monitor and improve key performance indicators including patient access, patient experience, throughput, visit volumes, operational efficiency, and staff engagement
• Champion PPSNE’s commitment to health equity across all operations and service delivery models

• Owning the operational execution of Loyal's first commercial launch in 2027 - partnering with organizations including Commercial, CMC/Supply Chain, Veterinary Medicine, and Creative to ensure a launch that performs commercially and earns a brand customers love.
• Leading Finance, People, Program Leadership, Commercial, Customer Service, and both Commercial and Internal/Platform Engineering. You will directly manage the leaders running each function, and build/scale the organizations where the organization is not yet built out.
• Scaling the company from ~70 to ~150 people with AI-leveraged efficiency — headcount growth gated to commercial milestones, not arbitrary expansion. Deploying AI tooling across ops, finance, recruiting, and customer service so leverage scales with the team.
• Iterating and owning the operating cadence the company runs on — goals system, weekly and monthly business reviews, and the board prep cadence.
• Owning the seam between commercial demand and technical supply — running the S&OP cadence with the CTOO so the CEO is not the integrator on day-to-day operational decisions.
• Leading product distribution platform buildout for a very complicated and regulated flow (prescription drug distribution), in collaboration with our engineering and commercial leadership.
• Building a customer service organization that scales with launch and that creates a pharma brand customers genuinely love.
• Acting as the company-wide problem solver — proactively identifying and resolving operational issues across functions before they become roadblocks.
• Freeing the CEO to focus ~80% of her time on external work (board, investors, partnerships, science narrative, brand) by the time of launch.

• Serve as a trusted advisor to synthesize issues, surface options, and recommend decision-grade actions
• Provide oversight of actions related to operations, risk, and portfolio/financial management; ensure consistent follow-through
• Foster a culture of collaboration and continuous improvement
• Facilitate collaboration between various divisions to ensure alignment on priorities and initiatives
• Demonstrate versatility and resilience in navigating challenges and adapting to changing business needs
• Coordinate across the executive director’s leadership team to build alignment, remove blockers, and track commitments to closure
• Manage the executive director’s cadence (meetings, prep, readouts) and triage incoming requests to protect executive time
• Prepare materials for executive meetings, including presentations, reports, and strategic documents
• Produce clear, timely business performance updates and executive scorecard updates that drive leadership decisions
• Maintain dashboards and executive metrics Objectives and Key Results (OKRs) and Key Performance Indicators(KPIs) to ensure alignment to strategic priorities and enable fact-based course corrections
• Translate complex data into concise, actionable narratives and recommendations for senior leaders
• Act as a strategic partner: anticipate needs, identify opportunities to scale or simplify work, and ensure initiatives align to the IDT&S vision and roadmap
• Translate strategy into execution by creating plans with owners, milestones, and measurable outcomes aligned to strategic goals
• Manage stakeholder relationships across the organization, ensuring effective communication and alignment on strategic priorities
• Support development and vetting of multi-year business cases and priority setting for strategic initiatives
• Support organizational change initiatives, ensuring smooth transitions and effective communication throughout the process
• Monitor budget-to-actuals and recommend course corrections
• Coordinate workforce and resourcing requests through intake, prioritization, and approval from the Leadership Team (LT), Human Resources (HR) and Finance) - ensuring healthy backlog management for the organization
• Work with leadership team to manage headcount forecasts
• Prepare executive director’s communications including memos, talking points, and presentations
• Develop visual representations of concepts and ideas appropriate for the audience
• Be the “nervous system” of the organization: ensure timely, consistent communication across regions and stakeholders
• Facilitate regional leadership meetings and regular Employee Briefings, including general management of the meeting, agenda and content preparation, and notes dissemination

Senior Information Technology Business Operations Chief of Staff

• Serve as a trusted advisor to synthesize issues, surface options, and recommend decision-grade actions
• Provide oversight of actions related to operations, risk, and portfolio/financial management; ensure consistent follow-through
• Foster a culture of collaboration and continuous improvement
• Facilitate collaboration between various divisions to ensure alignment on priorities and initiatives
• Manage the executive director’s cadence (meetings, prep, readouts) and triage incoming requests to protect executive time
• Prepare materials for executive meetings, including presentations, reports, and strategic documents
• Produce clear, timely business performance updates and executive scorecard updates that drive leadership decisions
• Maintain dashboards and executive metrics Objectives and Key Results (OKRs) and Key Performance indicators (KPIs) to ensure alignment to strategic priorities and enable fact-based course corrections
• Translate complex data into concise, actionable narratives and recommendations for senior leaders
• Act as a strategic partner: anticipate needs, identify opportunities to scale or simplify work, and ensure initiatives align to the IDT&S vision and roadmap
• Monitor budget-to-actuals and recommend course corrections
• Prepare executive director’s communications including memos, talking points, and presentations

Senior IT Business Operations Chief of Staff

• Manage a complex and demanding calendar and travel schedule
• Act as a strategic gatekeeper for the COO's time
• Arrange business travel and prepare itineraries
• Liaise with senior executives and external stakeholders
• Propose and implement inbox management approaches
• Develop meeting materials and organize meetings
• Support strategic projects and employee engagement initiatives
• Raise purchase orders and manage approvals

Executive Assistant, Chief Operating Officer – Digital

• Accountability for the day to day operations, profitability and growth
• Ensure that the customers' needs are well served
• Develop relationships with network providers, area employers, and contractors; ensure successful development and implementation of business plans
• Develop and implement strategic and tactical plans to ensure further growth and development of the business unit and ensure positive financial results
• Oversee development and execution of operating plans, including employee development, organization goals, and member and provider relations goals
• Establish criteria for measuring and assessing the success/performance of each component of operation
• Ensure appropriate provider network is developed and maintained
• Develop effective relationships with key stakeholders to educate providers and consumers on necessary topics
• Develop and establish operational mission statements, philosophy, policies, goals, objectives and strategy
• Provide management all necessary contractual requirement information regarding state and federal regulatory agencies

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