Liaison

Financial Planning and Analysis

• Participate in creating the annual operating plan and analytical tools for establishing goals and measuring company performance
• Analyze and communicate historical and forecasted financial and operational performance, trends, variances, opportunities, and risks
• Lead or support quarterly forecasting for the income statement, balance sheet, cash flow, headcount, and other financial and operating metrics
• Prepare monthly, quarterly, and annual budget-to-actual analyses, investigate variances, and identify corrective actions
• Coordinate monthly expense and forecast reviews with assigned departments and budget owners
• Assist with presentations for board, company, and management meetings
• Analyze and report on SaaS and services metrics, including recurring revenue, bookings, retention, churn, customer acquisition, gross margin, utilization, services revenue, and operating expenses
• Improve the efficiency, accuracy, and scalability of FP&A processes and management reporting
• Support M&A activities, including financial analysis, modeling, due diligence, valuation analysis, and integration projects
• Identify opportunities to use AI and automation to improve financial analysis and productivity
• Perform ad hoc financial and strategic analysis for management decision-making and high-priority initiatives

Financial Analyst

Product Manager

• Develop and maintain the product roadmap for AI, analytics, and agentic capabilities, including AI-driven recommendations, conversational interfaces, workflow automation, and student- and institution-level insights
• Partner with Data Science, Engineering, and client-facing teams to translate predictive and prescriptive model outputs into usable, explainable product features
• Gather and analyze customer, market, and user insights to identify needs, validate opportunities, and inform product priorities
• Translate business, customer, and technical requirements into clear product specifications and development priorities
• Collaborate with UX/UI teams to define requirements and provide feedback throughout the design and development process
• Define product success metrics and monitor customer usage, adoption, and usability trends to inform ongoing improvements
• Support the development and continuous improvement of processes for bringing AI-powered capabilities from concept through development, validation, and release
• Develop customer-facing documentation, release notes, training materials, demonstrations, and other resources to support successful product adoption
• Collaborate cross-functionally throughout the product development lifecycle to ensure alignment on priorities, requirements, timelines, and customer value

Product Manager, AI & Predictive Analytics

Marketing Operations

• Develop, build, and deploy marketing campaigns within automation platforms
• Set up and manage complex workflows, triggers, and dynamic content
• Collaborate with cross-functional teams on tracking, segmentation, and data flows
• Manage integrations between the Enrollment Marketing Platform and CRM systems such as TargetX
• Ensure accurate data transfer and data integrity across platforms
• Implement segmentation strategies using appended household data
• Conduct A/B testing and optimize messaging, subject lines, and content
• Monitor deliverability, open rates, and click-through rates
• Address email deliverability issues and optimize inbox placement
• Manage day-to-day Enrollment Marketing Platform tasks and troubleshoot issues
• Work with development and technical teams to resolve bugs
• Support Client Success and Project Management teams with automation guidance
• Support campaign architects with campaign segment and cadence mapping

Marketing Automation Specialist

Copywriter

• Produce copy across digital and print channels, including ads, emails, landing pages, websites, and campaign assets, under the guidance of senior team members.
• Write for multiple agency clients, adapting voice, tone, and messaging to align with established brand guidelines and target audiences.
• Apply provided messaging frameworks, brand voice standards, and creative direction consistently across assignments.
• Manage assigned tasks and deliverables according to established timelines, workflows, and project priorities.
• Revise and refine copy based on feedback from creative leadership, stakeholders, and performance insights.
• Ensure copy meets quality, accuracy, compliance, and brand standards prior to delivery.
• Maintain version control and supporting documentation for assigned projects and revisions.
• Support creative testing efforts by drafting copy variants and alternative messaging approaches.
• Use AI tools responsibly to support ideation, drafting, and versioning while maintaining quality and editorial standards.