Jordan Moreno

Builds deal decks — investment memos, board approvals, and IC materials — with a clear, defensible narrative.

Drafts contracts and amendments from templates and deal terms — for the Contracts Manager and counsel to finalize.

Builds the search reporting — rankings, organic traffic, paid efficiency, and conversions — with the story behind the trends.

Tracks the contract request queue and projects — intake, status, and deadlines — so nothing stalls.

Builds partnership reporting — pipeline, active partners, and partnership value — with commentary.

Prepares for safety audits and inspections — evidence, records, and gap remediation — so they go smoothly.

Captures qualification calls and produces a clean handoff brief so the AE inherits context, not a cold lead.

Provides fast, accurate policy reference for ER matters — what applies, how it's been applied, and where it's ambiguous.