Perseus Group, Constellation Software

• Support the Account Management team by understanding client requirements • Identify product functionality gaps and develop tailored solutions • Assist in recommending and packaging products or services for clients • Drive solution assurance process with account managers • Create and maintain product presentations • Participate in business requirements review with clients • Provide feedback on client requirements to product managers • Develop and present proposals for approval

• Consistently meet or exceed annual revenue and retention targets. • Build and maintain trusted advisor relationships through deep understanding of customer goals, business practices, and industry trends. • Develop and manage a high-quality, predictable sales pipeline with consistent activity and progression. • Work effectively to facilitate sales opportunities by orchestrating internal and partner resources. • Demonstrate a clear cadence of building and always maintaining a high-quality pipeline. • Work with the Client Success team to act on new business opportunities, ensure customer retention and help to find solutions for our customers. • Work with the Sales Solutions team to ensure the customer has a complete understanding of the value and function of our products as a solution to their needs. • Effectively close sales pipeline by following company’s sales methodology and processes. • Negotiate favorable pricing and business terms by selling value and ROI. • Adopt and use daily the company’s sales productivity tools such as Salesforce etc. • Provide timely and insightful feedback for product management and marketing.

• Assist with monitoring security alerts and investigating potential security incidents. • Support vulnerability scanning and help document findings and remediation efforts. • Participate in security assessments, audits and compliance activities. • Assist with user access reviews and identity and access management processes. • Use data analysis, statistical models, historical information, and financial knowledge to make informed risk exposure and management strategies decisions. • Help develop internal processes and methodologies for risk assessment and risk monitoring. • Perform other cyber security-related projects and tasks as assigned.

• Serve as executive relationship owner for assigned franchise and multi-location brands. • Build trusted advisor relationships with C-level executives, marketing leaders, franchise development teams, and operations leadership. • Lead strategic business reviews, quarterly business reviews (QBRs), annual planning sessions, and executive presentations. • Drive retention, growth, network adoption, and overall account health. • Identify opportunities to expand Enspire solutions including Paid Media, Local SEO, Websites, GEO/AI Search Visibility, GBP Optimization, and AI-enabled solutions. • Collaborate with Digital Marketing Consultants to improve franchisee adoption, engagement, and satisfaction. • Serve as an escalation point for both corporate and franchisee concerns. • Translate marketing performance data into actionable business recommendations. • Leverage reporting, analytics, CRM insights, and AI-driven tools to uncover opportunities and improve performance. • Partner with Advertising Strategists, SEO Strategists, Analysts, and Leadership to develop client-specific growth strategies. • Manage cross-functional projects and ensure successful execution of strategic initiatives. • Mentor internal team members and support professional development initiatives. • Represent Enspire at conferences, conventions, franchise events, webinars, and client meetings. • Maintain expertise in franchise marketing, AI technologies, local marketing, and emerging digital trends.

• Manage the overall business P&L and full cycle accounting processes including customer invoicing and collections, bi-weekly forecasting, financial reporting and analysis and corporate accounting compliance. • Work alongside the Corporate accounting and finance integration team to build a team, processes and align the new business with our standard best practices and systems • Analyze monthly results to provide insights into forecast variances, key performance indicators/ratios and financial performance trends. • Analyze monthly results to provide insights into forecast variances, key performance indicators/ratios, AR risk, customer billing and financial statement trends. • Provide management team with clear and actionable insights and ensure updates are communicated in a timely manner. • Take ownership of forecasting cycle and proactively update based on business changes. • Partner closely with the Senior Leadership and key functional group leaders within the business unit to support developing strategic plans. • Run a disciplined AR management process and ensure collection risk is minimized. • Management team expectations will include weekly calls, timely escalation of troubled accounts and assessment of collection trends on monthly revenue. • Support the GM and management team in preparing material for quarterly strategic reviews and actively participate in the review. • Participate in management calls and provide strategic financial advice and insights on key financial trends. • Collaborate with business units in the same portfolio to learn and share best practices, opportunities for synergies and streamlining. • Lead and develop a team of offshore resources. • Regularly meet to provide coaching, feedback, and goal setting. • With curiosity, proactively identify new areas of investigation or opportunities for improvement. • Ad hoc projects as desired or requested by senior management.

• Monitor production environments during core business hours, proactively identifying anomalies in payment processing, settlements, and integrations before customers report them; available for after-hours response for critical incidents when required. • Triage inbound support requests from dealers and internal teams — classify severity, reproduce issues, isolate root cause, and communicate a clear status and ETA. • Investigate issues using Datadog logs, Azure Application Insights, and SQL queries against production data to determine whether problems are data, configuration, integration, or code related. • Act as the primary point of contact for dealers experiencing payment, terminal, or settlement issues — communicating clearly and professionally in writing and on calls. • Write and execute diagnostic SQL queries to validate data integrity, trace transaction lifecycles, and identify anomalies in payment, refund, and settlement records. • Coordinate with the Payment processor support team on payment gateway issues. • Document resolved issues, workarounds, and root causes in the team knowledge base to accelerate future triage. • Identify recurring patterns and escalate systemic bugs to the engineering team with wellstructured reproduction steps and impact assessments. • Participate in post-incident reviews and contribute to runbooks and incident response playbooks. • Assist with code changes or configuration fixes for straightforward, well-understood issues. Able to fix, test and deploy code and configuration changes in production on their own.

• Provide software support directly to our customers. • Provides first-level investigation to the customer and resolution for the Constellation Suite of Products. • Work closely with development documenting and communicating software related issues. • Accurate and timely tracking of all reported issues. • Meets all defined service levels for unresolved problems and reassigns the ticket to the appropriate internal/external team. • Applies technical aptitude in resolving client issues. • Advises the Customer Care Manager for sensitive Client situations. • Attends and participates in Team meetings. • Attends CHS product training, as required. • Makes recommendations to address problems, improve service, and provide improved support. • Develops frequently asked questions (FAQ) documentation.

• Act as a subject matter expert for Canadian defined benefit pension plans within ProVal • Maintain and enhance ProVal’s Canadian functionality to reflect current legislation, regulations, CIA Standards of Practice, and pension related financial reporting requirements • Serve as a primary point of contact for Canadian clients on technical pension matters • Test ProVal enhancements and client specific solutions to ensure technical accuracy, regulatory compliance, and consistency with actuarial standards • Provide expert guidance to ProVal users on Canadian pension applications • Work closely with programmers and consultants to design and implement client solutions • Prepare and maintain clear, practical user documentation and training materials • ProVal is coded primarily in APL; no prior programming experience is required, and training is provided

• Onboard and complete new client implementations within 90 days • Manage the comprehensive onboarding of requested listing, public record, and other data feeds for all existing Clients • Coordinate with internal stakeholders as needed to ensure a complete, on-time and successful implementation • Hold regular Client review meetings and measure Client satisfaction levels • Develop, organize, distribute, collect and report on semi-annual Client satisfaction surveys • Serve as the primary point of contact for client requests • Prepare and lead quarterly meetings • Build strong relationships with clients and understand their strategic roadmap • Own the renewals from start to finish

• Establish and build relationships with existing customers • Proactively follow up on opportunities and leads • Develop in‑depth knowledge of the industry and product offerings • Schedule and lead sales calls and product demonstrations • Manage the end‑to‑end sales process to drive business growth • Track activities, opportunities, and pipeline in Salesforce CRM