Escalon Services, Inc.

• Serve as a point of contact and escalation for an assigned portfolio of clients. • Build trusted relationships with executives, founders, and finance leaders. • Conduct regular business reviews (bi-annual) to discuss performance, priorities, risks, and upcoming initiatives. • Develop a deep understanding of each client's business objectives and evolving needs. • Ensure clients understand the full value of the firm's services. • Coordinate Accounting, HR, Payroll, Tax, Recruiting, and other internal service teams to deliver a seamless client experience. • Monitor client health through engagement metrics, feedback, and service performance (client surveys, SentimentIQ, EmploymentIQ, potential churn report). • Identify potential churn risks and develop retention strategies. • Lead renewal conversations and support contract reviews. • Advocate for the client while balancing operational and business objectives. • Foster long-term partnerships that increase client loyalty. • Provide guidance on best practices related to outsourced back-office operations. • Identify opportunities to improve client processes and operational efficiency. • Recommend additional services that align with client goals. • Track open issues via Escalon’s Client Issue (CIL) process and drive timely resolution.

• Review inbound applications across active job postings on Indeed, LinkedIn, and other platforms to assess candidate qualifications, experience, and alignment with job requirements before advancing them in the defined process • Screen resumes against role-specific criteria provided by the Sourcing and Operations Manager and identify candidates who meet required qualifications, skills, and experience for open positions • Build sourcing lists of passive candidates using LinkedIn and other tools for RPO and Retained Search roles • Conduct initial outreach to passive candidates using approved messaging templates • Maintain accurate candidate records in the ATS including, outreach activity, responses, screening activity, and candidate status updates • Conduct structured phone and video screens with qualified applicants on RPO with Phone Screens and Retained Search engagements. Maintain complete standardized screening documentation on all candidates, that includes document compensation expectations, availability, and any flagged concerns • Communicate professional, timely dispositions to candidates who are not moving forward • Raise concerns about pipeline roadblocks and operational obstacles to the Sourcing Operations Manager in a timely manner • Support interview scheduling coordination when needed on Retained Search engagements. • Timely resume review within time of resume submission as well as timely candidate dispositioning • Screening forms completed accurately for every candidate screened • Timely updates to ATS records of any candidate status change • Timely responses and communications sent to candidates

• Receive completed intake documents from the Practice Leader and oversee all recruiting activities that follow, including sourcing coordination, candidate screening support, submission preparation, and candidate delivery through submission stage. • Review candidate submissions for completeness, accuracy, and alignment with role requirements before submission to practice leader. • Configure a branded ATS instance for each new client including pipeline stages, screening questions, job posting templates, and related recruiting workflows. • Maintain ATS data quality across all active clients: candidate status, disposition tracking, and pipeline maintenance. • Post finalized job descriptions to Indeed, LinkedIn, and other relevant boards for all active roles. • Coordinate paid job advertising activities, including: targeting, budget pacing, refreshing job-postings, and monitor job-post performance. • Build passive candidate sourcing lists for Retained Search engagements. • Create screening forms and qualification criteria for the Talent Sourcer to use on each active role. • Conduct screening calls directly on Retained Search engagements and select RPO with Phone Screens roles. • Package qualified candidates into submission documents with structured notes, scorecard summaries, and compensation expectations. • Produce weekly pipeline and activity reports for all active Retained Search engagements. • Produce monthly pipeline summaries for all active RPO and RPO with Phone Screens engagements. • Manage the Talent Sourcer's workload, output quality, and development. • Timely updates to ATS data for all candidates when stats change occur. • Support timely development of qualified candidate pipelines in accordance with engagement timelines and role-specific sourcing conditions. • Support quality candidate submissions by maintaining alignment of candidates with given role. • Weekly and monthly reports delivered timely.

• Build targeted sourcing lists for RPO and Retained Search engagements using LinkedIn Recruiter, Boolean search, and network mapping • Identify and source qualified talent for US-based roles across Technology, Sales, Finance, Operations, and HR functions, ranging from individual contributor to Director-level positions. • Research target companies and prospective candidates’ career history to identify potential job-fits and support outreach efforts for active recruiting engagements. • Develop, tailor, and execute personalized outreach messages to potential prospects on LinkedIn and via email, leveraging approved templates to maximize candidate engagement and response rates. • Manage candidate communication; provide timely responses, clear next-step coordination, as well as disposition emails, maintaining professionalism and a welcoming demeanor throughout. • Conduct initial discovery conversations with interested candidates to assess general alignment before screening • Conduct 20 to 30-minute structured phone or video screens with US-based candidates on RPO with Phone Screens and Retained Search engagements • Maintain records of complete standardized documentation for every screened candidate, following established procedures and evaluation criteria. • Maintain accurate and timely records in the relevant ATS including outreach activity, screening outcomes, interview progression, and disposition reasons on every candidate contacted • Provide a weekly sourcing update to the Practice Leader covering pipeline status, active prospects, screens completed, and any blockers • Coordinate with the Sourcing and Operations Manager on candidate handoffs, ownership of follow-up, and distinction between inbound applicant and outbound prospects.

• Become the trusted HR outsourcing partner to our Client Engagement Managers (CEMs) — your internal referral network — and to the client teams they serve. • Run a disciplined cadence of book-of-business reviews with CEMs to surface and qualify new harvesting opportunities across the existing client base. • Coach and equip CEMs with the talk tracks, tools, and resources they need to spot opportunities inside their own accounts. • Read the signs and triggers of an HR outsourcing need — rapid headcount growth, new-state expansion, compliance gaps, HR or finance leader turnover, renewals, M&A or financing events — and move on them fast. • Lead strategic conversations with CFOs, owner-operators, and executive teams, translating their challenges into practical HR outsourcing solutions. • Facilitate crisp discovery calls that get to the real pain points, then bring the right internal subject-matter experts (SMEs) so the right people are in the room solving the right problems. • Think like a risk manager — identify each client’s compliance and risk exposures and design solutions that reduce risk and cost while making their lives simpler and easier. • Develop and nurture referral relationships that generate additional harvesting opportunities across the base. • Manage a high volume of concurrent opportunities with speed and precision, keeping pipeline, activity, and forecast accurately tracked in Salesforce. • Partner with the CRO, People Operations, and delivery teams to scope, price, and cleanly hand off won engagements for a seamless client experience. • Other Duties as assigned.

What You’ll Do: The Project Manager – Technology @ Cross-Functional Delivery is a first dedicated role of its kind for our team. This person will be embedded within the tech org but operating cross-functionally, a bridge between engineering/technical teams and non-technical stakeholders — translating both directions fluently. Owning the structure and visibility of all active workstreams across the organization. Day-to-Day Responsibilities also include: Workstream & Delivery Management - Maintain a live view of all workstreams: owners, status, milestones, and blockers - Run planning ceremonies (kickoffs, sprint planning, reviews, retros) and keep them efficient - Decompose initiatives into well-scoped tasks with clear owners and timelines - Identify and resolve cross-functional dependencies before they become blockers Technical Translation & Stakeholder Communication - Translate technical work, trade-offs, and timelines into language non-technical stakeholders can act on - Help the VP of Technology communicate progress, risks, and decisions to leadership and the broader org - Prepare and deliver status updates, roadmap summaries, and exec briefings - Field incoming requests from non-technical teams and route/scope them appropriately with engineering Work Tracking & Best Practices - Own the work-tracking system (e.g., Linear, Jira, Asana) and ensure it reflects ground truth - Define standards for how tasks are written, estimated, tagged, and updated - Build dashboards that give leadership real-time visibility without manual status updates - Run retrospectives and continuously improve how the team plans and executes What You'll Bring Must Haves: - 4–7 years of PM or program management experience in a tech company or technical org - Proven track record working directly with software engineers and technical leads - Strong ability to communicate technical concepts to non-technical audiences — and vice versa - Hands-on experience with modern work-tracking tools (Linear, Jira, Asana, etc.) - Comfortable with ambiguity; able to create structure without waiting for it to exist - Clear, concise written communicator — your updates reduce questions, not generate them Nice to Haves: - Experience in a startup or high-growth environment a strong plus - PMP or agile certifications nice to have, not required Why You’ll Enjoy Working at Escalon: We offer a variety of health benefits, all available on the first day of the month following employment with us, to keep you and your family feeling fit and well. - Medical, Dental and Vision options - Life and Disability - STD/LTD - 9 Paid holidays each year - Flexible PTO - 401K Retirement Plan - Incentive compensation If you are hired at Escalon, your final base salary compensation will be determined based on several factors including, but not limited to, skill set, years of experience, and the employee’s geographic location. In addition to those factors – we believe in the importance of pay equity and consider the internal equity of our current team members as a part of any final offer. Escalon is an equal opportunity employer.

What You’ll Do: We are a fast-moving revenue operations team supporting a growing sales organization. The Revenue Operations Analyst is the execution backbone of our RevOps function owning the day-to-day operational work that keeps our pipeline clean, our reporting accurate, and our go-to-market team unblocked. You will work directly under the Senior RevOps Manager and alongside an Assistant Sales Ops Manager. This is not an entry-level role — you need to be able to pick up recurring operations quickly, triage stakeholder requests independently, and contribute to process improvement without heavy oversight. We use a Jira-based sprint model. Every two weeks, work is planned, assigned, and reviewed. You will own your lane of the board and be expected to deliver consistently within that structure. Day-to-Day Responsibilities also include: Pipeline & Reporting • Maintain and distribute weekly pipeline reports to sales leadership • Build and update Salesforce dashboards and reports for forecasting, activity tracking, and funnel visibility • Audit data quality on a recurring cadence - catch and correct hygiene issues before they reach leadership • Support monthly and quarterly business review prep with accurate, pull-ready data CRM Administration • Manage day-to-day Salesforce administration: fields, workflows, validation rules, page layouts, user permissions • Own the Salesforce change log — document all modifications and maintain a clean org • Triage and resolve CRM-related support requests from the sales team within sprint SLAs • Assist the Senior RevOps Manager on larger Salesforce architecture projects Stakeholder Support • Receive, triage, and resolve inbound RevOps requests from Sales, Marketing, and leadership • Communicate clearly on ticket status, timelines, and blockers — no surprises • Build and maintain process documentation so knowledge is never locked to one person Sprint Operations • Participate in bi-weekly sprint planning with the Senior RevOps Manager • Self-manage your queue - prioritize, flag blockers early, and close tickets clean • Review and approve Tier 1 tickets completed by the Assistant Sales Ops Manager • Contribute to sprint retrospectives with one actionable process observation each cycle What You'll Bring Must Haves: • 2+ years in a Sales Operations, Revenue Operations, or closely related role • Salesforce CRM proficiency at an admin level - you build reports, update fields, and manage users without hand-holding • Experience owning recurring reporting responsibilities independently • Strong written communication - you document your work and communicate clearly across teams • Comfortable operating within a structured sprint or project management system Nice to Haves: • Experience with Jira or equivalent project management tools • Exposure to go-to-market tech stacks beyond Salesforce (HubSpot, Apollo, ZoomInfo, etc.) • Background in a B2B SaaS or services environment • Familiarity with forecasting methodologies and pipeline coverage metrics • Familiarity with AI and usage of different models This role is a great fit if you are the kind of person who: • Runs your own queue without being managed task-by-task • Documents as you go, not as an afterthought • Finds broken processes and proactively recommends solutions • Is comfortable saying "that's not in this sprint" and sticking to it • Wants to grow into broader RevOps scope over time, not just maintain status quo This is not the right role if you need heavy direction on recurring tasks, are uncomfortable with ambiguity during ramp, or prefer a siloed individual contributor environment with no cross-functional interaction. Why You’ll Enjoy Working at Escalon: We offer a variety of health benefits, all available on the first day of the month following employment with us, to keep you and your family feeling fit and well. - Medical, Dental and Vision options - Life and Disability - STD/LTD - 9 Paid holidays each year - Flexible PTO - 401K Retirement Plan - Incentive compensation If you are hired at Escalon, your final base salary compensation will be determined based on several factors including, but not limited to, skill set, years of experience, and the employee’s geographic location. In addition to those factors – we believe in the importance of pay equity and consider the internal equity of our current team members as a part of any final offer. Escalon is an equal opportunity employer.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Escalon Services is a Business Process Management (BPM) company that provides Essential Business Services (EBS) through a tech-enabled platform to small- and medium-sized businesses (SMBs) and startups. The Company enables its clients to spend less time on "back office" functions and provides the value and insight that enables clients to spend more time focusing on delivering value and moving their businesses forward. - US-based remote workforce and global delivery team in India. - Fills a widening service gap in the SMB market. - Addresses increasing demand for quality insights in a competitive marketplace. - Responds to decreasing supply of CPAs and quality in-house talent. - Mitigates cost frictions associated with scaling internal back-office teams. Qualifications - Experience in Business Process Management (BPM). - Understanding of Essential Business Services (EBS). - Familiarity with tech-enabled platforms. Requirements - Ability to work with small- and medium-sized businesses (SMBs) and startups. - Strong analytical skills for providing insights. - Experience in corporate development and M&A strategies. Benefits - Opportunity to work with a US-based remote workforce. - Engagement in a rapidly growing market. - Access to a diverse range of service offerings. Company Description Escalon Services has executed both an organic and M&A strategy to expand service offerings and drive revenue expansion opportunity through cross-sell/up-sell. In late 2022, New Harbor Capital made a growth equity investment in Escalon Services. - New Harbor Capital is a lower middle-market private equity firm based in Chicago. - Focuses on growth-minded, founder-owned companies. - Committed to optimizing growth potential while respecting long-term visions. - Has raised over $750M in capital across three funds. - Focus areas include tech-enabled services, healthcare, and education services.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description More about Escalon Services: - Escalon Services is a Business Process Management (BPM) company that provides Essential Business Services (EBS) through a tech-enabled platform to small- and medium-sized businesses (SMBs) and startups. - The Company enables its clients to spend less time on "back office" functions and provides the value and insight that enables clients to spend more time focusing on delivering value and moving their businesses forward. - With a US-based remote workforce and global delivery team in India, Escalon’s solution fills a widening service gap in the SMB market. - Key factors include: - Increasing demand for quality insights in an increasingly competitive marketplace. - Decreasing supply of CPAs and quality in-house talent. - Cost frictions associated with scaling internal back-office teams as businesses grow. - Since founding, the company has executed both on an organic and M&A strategy to expand service offerings and drive revenue expansion opportunity through cross-sell/up-sell. - Before partnering with New Harbor Capital in late 2022, Escalon completed two significant acquisitions which tripled the revenue of the company and expanded the FinOps capabilities of the platform. - Continued corporate development is a key value driver for the business going forward, with a highly fragmented market of service providers. Company Description - New Harbor Capital is an experienced, lower middle-market private equity firm that seeks to partner with growth-minded, founder-owned companies. - Based out of Chicago, New Harbor Capital is committed to optimizing the growth potential of its portfolio companies while respecting their long-term visions. - The firm was founded on the belief that mutual respect and collaboration lead to successful outcomes. - New Harbor recognizes the importance of finding the right partner and is committed to helping its portfolio companies and their leadership maximize both personal and financial goals. - As a strategic partner, New Harbor taps into decades of experience to guide businesses through challenging economic cycles and market conditions. - New Harbor Capital has raised over $750M in capital across three funds and focuses on tech-enabled services, healthcare, and education services.

• Create and execute comprehensive sales strategies to meet and exceed revenue targets, fostering business growth • Identify and engage new clients through various channels such as cold calling, emailing, monitoring local media companies, networking events, and referrals • Conduct thorough assessments to understand clients' advertising objectives and challenges, delivering tailored, scalable solutions • Build and maintain strong post-sale relationships with clients, ensuring high levels of satisfaction and retention • Stay informed about the latest trends, technologies, and best practices in the OTT/CTV landscape, offering consultative advice to clients • Provide regular forecasts of your sales activities and performance, keeping the regional sales lead informed on progress toward goals • Attend industry conferences, trade shows, and networking events to expand your professional network and generate new business leads • Plan and execute travel to your designated region to strengthen relationships and develop new accounts