- Complete a structured onboarding and immersion period by shadowing Account Managers (AMs), Account Directors (ADs), Account Coordinators (ACs), and front-office leadership.
- Observe and document day-to-day front-office activities, identifying manual processes, inefficiencies, and opportunities for automation.
- Conduct regular check-ins with team members to gather insights, validate observations, and build a comprehensive view of workflows across accounts.
- Translate ambiguous, non-technical business needs into clear, structured, and deterministic requirements.
- Develop detailed specifications and documentation to support automation and tooling initiatives.
- Partner closely with engineering and product teams to hand off well-defined project requirements and ensure alignment on intended outcomes.
- Contribute to prioritization efforts by building business cases, outlining impact, and supporting decision-making frameworks for automation initiatives.
- Serve as a bridge between front-office teams and technical teams.
Analytical SkillsCross-functional collaborationProcess improvement