Responsibilities

We Lead with Clarity

• Align with client stakeholders early — understand their goals, success metrics, and pain points.

• Kick off every engagement with a strong plan: custom kickoff deck, meeting schedule, and clear scope.

• Proactively surface risks and decisions — don’t wait for the client to ask.

We Communicate with Confidence

• Respond to client messages within one business day.

• Run efficient, purposeful meetings — with notes, recaps, and clear next steps.

• Use a positive, professional tone — even when problems arise.

We Bring Thoughtful Expertise

• Learn the client’s business model and software tools deeply.

• Use Optimize templates and examples — adapt them, don’t reinvent them.

• Connect project work to real business value (not just system features).

We Document as We Go

• Keep files organized in the shared folder — name clearly, store logically.

• Build detailed SOPs using the client’s real workflows.

• Capture data to show success: adoption, time savings, error reduction, etc.

We Drive the Project Forward

• Own your role — don’t wait to be told what to do next.

• Create training plans, pilot strategies, and wrap-up decks without hand-holding.

• Push for measurable outcomes, not just project completion.

We Represent the Optimize Brand

• Clients should feel like they’re working with the best.

• Collaborate with respect, communicate with care, and never leave quality to chance.

• When in doubt, ask — we support each other to deliver excellence.