CAP Index

• Function as a client-facing Project Manager while supporting Product Owner responsibilities • Participate in and help lead client meetings across technical and business stakeholders • Help manage client expectations, timelines, and deliverables • Build strong working relationships and ensure clear communication • Support delivery of client projects against defined timelines • Coordinate across Technology, Research & Innovation, and Sales teams • Track milestones, risks, and dependencies • Support Agile/Scrum workflows with the technology team • Help organize and maintain the product backlog in JIRA • Assist with sprint planning, backlog refinement, and ticket organization

• Process and fulfill online product orders • General communication with clients regarding orders, invoices, and basic account inquiries • Assist with accounts receivable follow-ups and invoice tracking • Coordinate internally to schedule work efforts tied to product delivery and client requests • Enter and maintain accurate data in CRM and internal systems • Support setup and maintenance of vendor and client portals • Answer incoming phone calls and route inquiries to appropriate team members • Provide administrative backup support to accounting and operations teams • Assist sales team members with administrative and operational needs, especially during travel or customer visits • Maintain organized records, documentation, and internal tracking tools

• Lead complex, solution-based enterprise sales efforts across Financial Services and Technology sectors, owning both account expansion and new enterprise development • Increase engagement and expand relationships within assigned enterprise accounts • Elevate report based requests into broader strategic discussions • Develop new enterprise relationships through marketing generated leads and your professional network • Engage executive level stakeholders across Security, Risk, Operations, and Real Estate • Coordinate internal research and analytics experts to design tailored, data driven solutions • Structure and negotiate multiyear agreements • Navigate procurement, legal review, and supplier onboarding processes • Maintain disciplined pipeline management and accurate forecasting