Executive Manager, Strategy & Operations

Core Responsibilities

• Manage enterprise-wide strategic projects and initiatives.
• Cook up executive action plans and implementation activities.
• Maintain project plans, timelines, and deliverables.
• Develop executive dashboards and status reports.
• Track organizational priorities and escalate items.
• Support implementation and go-live preparation of new client contracts and operational initiatives, including cross-functional coordination.
• Maintain documentation and version control for key organizational policies, procedures, and operational SOPs.

Sales & Business Development

• Support proposal development and client/prospective client data and information requests.
• Coordinate input from internal teams and format final deliverables.
• Develop capabilities presentations, executive sales decks, and client-facing materials (including presentations, implementation charts, flowcharts, and leave-behinds).
• Cope with business development follow-up activities and track implementation milestones.
• Aid in preparation for client and prospective client meetings.

Conference & Event Management

• Lead planning and execution for Industry Conferences, and Client Events.
• Support Provider Events as coordinated by Provider Relations.
• Support Community Outreach Programs as coordinated by Clinical or Outreach.

Presentation Development

• Develop executive-level presentations and documentation for: existing and prospective client meetings and follow-up packets, board meetings, investor meetings, and strategic planning sessions.
• Transform complex data into visually compelling presentations.

Analytics & Reporting

• Create and maintain dashboards and executive reports to support leadership decision-making across operational and financial workstreams.
• Monitor key performance indicators tied to organizational priorities and flag trends or gaps that require attention.
• Support ad-hoc data pulls and analysis requests from internal teams, including executive/CEO, finance, and sales.

Administrative Operations

• Manage action item tracking.
• Coordinate executive deliverables.
• Coordinate with external legal and actuarial partners on deliverables, timelines, and document review.
• Track contracts and Memorandums of Understanding.
• Support licensing and insurance documentation.
• Maintain document/presentation/proposal libraries and templates.
• Support leadership meeting preparation, including agendas, materials, and follow-up tracking.
• Coordinate cross-functional workstreams and internal deadlines across clinical, finance, IT, and operations.
• Manage version control and organization of key organizational documents, templates, and executed agreements.
• Support implementation and go-live coordination for new client contracts.