Project Leadership

• Serve as the primary lead on assigned client projects, overseeing work plans, timelines, and deliverables.
• Ensure high-quality execution and timely completion across all project phases.
• Use project management tools (e.g., Asana) to track progress and maintain accurate status updates.
• Facilitate internal team meetings and regular client check-ins to maintain alignment and momentum.
• Identify risks, gaps, and opportunities and proactively recommend solutions.

Client Relationship Management

• Act as the main point of contact for assigned clients, building strong, trust-based relationships.
• Communicate proactively regarding project progress, needs, and challenges.
• Provide strategic and technical guidance aligned with client goals, capacity, and context.

Subject Matter Expertise 

• Apply advanced knowledge of behavioral health systems, including CalAIM and related initiatives. 
• Conduct and present research, analysis, and best practices to inform client strategies. 
• Represent the firm at external meetings, convenings, and presentations. 
• Stay current on evolving behavioral health policies and assess implications for client work.  

Operational & Fiscal Support

• Support clients in reviewing staffing models, workflows, systems, and financial considerations. 
• Assess funding structures, reimbursement models, and compliance requirements. 
• Identify operational or financial risks and clearly communicate tradeoffs and recommendations. 

Team Leadership & Support

• Support and oversee consultants, analysts, and coordinators on assigned projects. 
• Review and approve deliverables to ensure accuracy, quality, and client alignment. 
• Provide coaching and professional development support to junior staff. 

Strategic Planning & Problem Solving

• Anticipate project risks and barriers and develop actionable solutions. 
• Lead or co-lead strategic planning sessions, stakeholder engagements, and community convenings. 
• Translate complex information into clear, actionable insights.  

Internal Collaboration & Firm Development 

• Contribute to firm-wide initiatives, including knowledge-sharing and systems improvement. 
• Collaborate with leadership on project pipeline and capacity planning. 
• Support business development efforts by identifying opportunities or contributing to proposals.  

Grant Research & Development

• Identify potential funding sources, including foundations and government agencies. 
• Research grant guidelines and eligibility requirements. 
• Support the development of grant proposals, including narratives and budgets.  

Communication & Reporting

• Maintain proactive communication with management to ensure alignment and transparency. 
• Provide regular written and verbal updates on project milestones, risks, and timelines. 
• Document key decisions and communicate in a professional, solution-oriented manner.