• Oversee engagement teams across U.S. and international personnel, delegating work to maximize efficiency • Mentor and develop team members, actively supporting professional growth • Manage utilization and client load to ensure team members are challenged, supported, and operating at optimal capacity • Codify and share best practices, contributing to Propeller's institutional knowledge and platform intelligence • Optimize margins and business unit efficiency, recognizing that Propeller's economics shift from hours billed to value delivered • Proactively engage in Early Warning processes to surface issues before they escalate • Support client pipeline development in collaboration with Business Development, CFO team, and Customer Experience • Identify upsell and lifecycle extension opportunities by understanding client needs and demonstrating incremental value • Partner with Customer Success to ensure deliverables meet Propeller's standards and drive client satisfaction • Conduct periodic client file reviews to identify learning opportunities, develop best practices, and feed insights back into the platform • Document workflows and surface repeatable intelligence that can be systematized through PropellerOS • Drive high client satisfaction by delivering not just accurate financials, but timely, actionable insights • Transform the monthly close call from backward-looking reporting into strategic financial review powered by analytics and CFO perspective • Develop scope and service offerings for potential Growth Stage clients • Participate in all phases of the client conversion cycle: scoping, pitch, and SOW development • Act as a strategic partner to executive teams, helping them navigate financial and operational complexity