• Build and own internal-facing tools that automate core backoffice and post-enrollment workflows • Identify high-impact opportunities to reduce manual effort, improve accuracy, and increase operational efficiency • Partner with Product and Engineering to scope, ship, and iterate quickly on automation • Support and increasingly own key operational partner relationships, including FMOs • Manage carrier contracting and onboarding to enable GTM and state expansion • Build, maintain, and refine Intercom workflows and macros to support advisors effectively at scale • Use tools like Amplitude, Metabase, SQL, and spreadsheets to understand and improve Propel’s funnel • Partner with Product, Engineering, and Data to translate insights into execution and prioritization • Develop strong intuition for operational metrics and business performance • Partner with the CCO and our compliance consultant on annual compliance filings • Support compliance incident response and enrollment QA, automating processes where possible • Ensure compliance processes scale cleanly as the business grows • Contribute to the operations roadmap and annual planning processes • Support goal-setting, benchmarking, and company-wide communications • Develop as a trusted IC voice in planning and prioritization discussions