Net at Work

• Manage daily services billing operations, including time & materials, fixed fee, and recurring billing • Actively participate in billing activities, including invoice review, adjustments, and issue resolution • Support mid-month and month-end billing cycles to ensure timely and accurate invoice generation • Review invoices, credits, and adjustments for accuracy and alignment with contracts • Lead and support a small team of billing specialists, including workload management and coaching • Serve as a point of escalation for billing questions and issues • Partner with Project Managers and Operations to resolve billing discrepancies and ensure alignment with project activity • Monitor time entry and approval status, following up as needed to support timely billing • Assist with monthly reviews of billed and unbilled activity • Support investigation of variances between billing data and financial reporting • Identify opportunities to improve billing processes and reduce manual effort

• Manage day-to-day operations of the entire service desk team. • Provide high-level technical guidance to the team. • Ensure service and support exceed customers’ expectations. • Coordinate after-hours accountability for proper leadership and engineer coverage. • Conduct baseline KPI reviews and ensure team members adhere to established practices. • Provide exceptional frontline service via both email and phone support. • Maintain visibility into service desk performance and workload trends. • Own customer escalations and support, acting as an escalated resource for engineers. • Identify areas of improvement and make suggestions for change. • Mentor and coach team members for professional development.

• Strategy & Planning; Collaboration with internal stakeholders and client decision-makers to define system needs, project scope, and business goals. • Evaluation and analysis of the effectiveness of existing HRIS and payroll systems, recommending improvements. • Ensuring interoperability and compatibility between various in-house and client-facing applications. • Business Analysis & Design; Development of functional specifications and documentation for new system features and enhancements. • Translation of business requirements into technical solutions through detailed process mapping, data modeling, and system documentation. • Performing gap analysis and suggesting optimization strategies based on client needs. • Implementation & Deployment; Leading or assisting in the configuration, testing, and rollout of new HRIS modules and system updates. • Coordination with technical teams to execute system implementations, ensuring alignment with client requirements and timelines. • Conducting system and integration testing, including user acceptance testing (UAT). • Providing client training, end-user support, and documentation. • Client Engagement & Support; Acting as a primary point of contact during implementations, upgrades, and enhancement projects. • Building strong relationships with clients, offering strategic guidance and post-implementation support. • Monitoring and resolving issues, escalating where appropriate, and tracking resolutions to ensure client satisfaction.

• Lead and manage consulting, implementation, and support teams within a mature ERP practice environment • Oversee day-to-day client delivery operations including implementations, upgrades, training, support, and integrated technology solutions • Drive high levels of client satisfaction and retention across a large existing customer base • Partner with leadership to identify operational efficiencies, improve delivery methodologies, and optimize team performance • Assist with Statements of Work (SOWs), forecasting, resource planning, utilization management, reporting, and operational accountability • Support strategic growth initiatives including service expansion opportunities and cross-functional collaboration across ERP practice areas • Provide leadership and mentorship to managers, consultants, and technical team members • Foster a positive, engaging, and collaborative team culture aligned with organizational values • Work closely with small and mid-sized business clients to understand operational needs and provide trusted advisory support • Help guide modernization and long-term transition planning initiatives within evolving ERP environments • Collaborate with leadership on strategic initiatives related to process optimization, client success, and organizational scalability • Contribute ideas around emerging technologies, automation, AI-enabled service offerings, and operational innovation

• The Practice Director develops goals and strategic plans for delivering company products and services to clients to maximize revenue. • Work with Directors to execute Practice strategy‐ Marketing, Sales, Inside Sales, Professional Services and IT Services. • Develop and maintain strategic alliances with partners, vendors and outsource resources. • Communicate team goals and performance to team and executive management. • Manages strategic client relationships. • Execute high level billable consulting to clients. • Ensure consistent and sufficient pre-sales support. • Mentor team in business development strategies. • Manage and achieve engagement bookings and revenue targets. • Design and deploy new applications and enhancements to existing applications, software, and operating systems. • Conduct research on software and systems products to justify recommendations and to support purchasing efforts. • Interact and negotiate with vendors, outsourcers, and contractors to secure system-related products and services. • Provide leadership and management skills to enable the Practice to meet its agreed aims and objectives within a profitable, efficient and effective working environment. • Monitor and evaluate performance of the Practice team against objectives; identify and manage change. • Prepare and annually update the Practice Development Plan, oversee the implementation of the aims and objectives. • Grow and maximize the revenue of the practice and of the clients that belong to that practice. • Increase cross sell revenue in practice client base by working closely with other practice managers.

• Develop and execute integrated go-to-market strategies that align with vertical and horizontal solution offerings. • Build multi-touch marketing plans including messaging, positioning, and campaign blueprints to drive awareness and demand. • Segment and validate target markets, defining ideal customer profiles to optimize campaign effectiveness. • Lead competitive analysis to inform product positioning and sales enablement content. • Collaborate with in-house creative and marketing execution teams to build, launch, and iterate agile marketing campaigns. • Create buyer personas, journey maps, and activation strategies that drive qualified lead generation. • Integrate corporate and solution-specific messaging, including co-branded content (e.g., with Acumatica), to influence funnel progression. • Track and optimize campaign KPIs and recommend adjustments to improve impact. • Partner with the Acumatica practice leader to align marketing initiatives with business goals and strategic imperatives. • Work with sales enablement to create tools, training, and content that increase mindshare and improve product adoption. • Drive event strategy in collaboration with the events team, including client roundtables, webinars, and key industry conferences. • Create and deploy messaging frameworks, sales assets, whitepapers, blog content, and product collateral that articulate clear value propositions. • Recommend content repurposing strategies and channel mix for maximum visibility and engagement. • Lead derivative content planning based on campaign performance and persona-specific behaviors. • Conduct market research to identify industry trends, buyer triggers, and white space opportunities. • Translate insights into actionable marketing strategies and recommendations. • Serve as the voice of the market in cross-functional meetings and strategic planning sessions.

• Assist with data cleanup, organization, validation, and basic analysis. • Review files, reports, spreadsheets, or system information to identify inconsistencies or opportunities for improvement. • Help create simple documentation, job aids, or training materials related to Microsoft Teams features and best practices. • Support training or communication efforts to help employees better understand and use Microsoft Teams. • Research AI tools, trends, and practical business use cases. • Assist with AI testing, including documenting results, observations, risks, and recommendations. • Help organize AI use cases for review by leadership. • Support basic project coordination, including tracking tasks, updating status documents, and preparing summaries. • Work with the People and Learning team on other learning, communication, or process improvement projects as needed.

• Establish and grow relationships with PE firms, operating partners, and portfolio company executives. • Promote the value of our Fractional CIO & Advisory services — including digital transformation, software and vendor selection, IT leadership, and business process optimization. • Serve as a trusted advisor to PE firms and portfolio leadership, identifying opportunities to reduce risk, accelerate value creation, and modernize through technology. • Collaborate with internal delivery teams to align the right advisors with client opportunities. • Represent Net at Work at select industry events, PE networking functions, and portfolio company engagements. • Contribute to go-to-market strategy and refine positioning to align with evolving PE priorities.

• Proactively prospect and generate leads through networking, cold calling, and engaging with both new prospects and existing clients to build a strong pipeline. • Lead the entire sales cycle, from initial outreach and qualification to contract negotiation and deal closure, meeting/exceeding revenue targets. • Actively participate in product demonstrations alongside Solution Engineers (SEs) to showcase the benefits and capabilities of Sage X3, ensuring prospects clearly understand how the solution can meet their business needs. • Collaborate with SEs to conduct in-depth discovery sessions, uncover detailed ERP requirements, and identify key business challenges for companies evaluating ERP solutions. • Develop customized presentations and strategies that align with the prospect’s business goals, positioning Sage X3 as the best fit for their needs. • Build strong internal relationships with Business Unit Leaders and strategize on methods to uncover how Sage X3 can drive growth and success across various departments (finance, operations, supply chain, etc.). • Maintain CRM hygiene by accurately tracking all opportunities, pipeline activities, and forecasts.

• Manage multi-channel demand generation strategies across digital, events, ABM, partner, and outbound channels • Leverage AI-driven audience segmentation, intent data, and predictive modeling to improve targeting and conversion • Orchestrate full-funnel campaigns with product marketing managers using automation and agentic workflows to increase speed, scale, and personalization • Work closely with the BDR management team to optimize outreach strategies and use AI-assisted insights to drive pipeline progression and efficiency improvements • Track and report on channel mix success using performance data, CAC efficiency, and AI-based recommendations • Own funnel performance through SQO (Inquiry → MQL → SQO) • Deploy AI models and analytics to identify bottlenecks, leakage points, and conversion opportunities in real time • Utilize agentic tools to autonomously surface insights, recommend actions, and trigger optimizations across the funnel • Establish standardized funnel definitions, governance, and performance benchmarks • Work with the Martech, internal agency and product marketing teams to integrate AI tools (predictive scoring, generative content, conversational AI, data enrichment, intent platforms) • Work with the Martech, internal agency and product marketing teams to deploy agentic workflows that automate campaign execution, lead routing, scoring, and reporting • Ensure data integrity, unified customer view, and seamless system interoperability • Define and manage multi-touch attribution models enhanced by AI for more accurate revenue mapping • Partner with Sales and RevOps to build forecasting models and pipeline coverage frameworks • Establish shared accountability for pipeline generation and revenue outcomes • Use predictive analytics to anticipate pipeline gaps and proactively adjust programs • Participate in executive forecasting cadences with data-backed insights and scenario modeling • Define models for AI-driven lead scoring, routing, and next-best-action frameworks for in-life clients. • Optimize in-life engagement through personalization engines and behavior-triggered campaigns • Continuously refine lead management processes with automation and agent-based orchestration for in-life client base • Establish a rigorous reporting cadence supported by real-time dashboards and insights including performance alerts • Enforce SLAs across Marketing, BDR, and Partner channel team with automated monitoring and escalation workflows • Deliver executive-level performance reporting with clear diagnostics, root-cause analysis, and recommended actions • Identify and redesign manual, fragmented marketing processes into automated, AI-driven workflows • Build and deploy agentic systems that can: Execute campaign tasks autonomously, Monitor funnel health and trigger interventions, Recommend budget allocation and channel optimization across channels • Work with Product Marketing and the Internal Agency to generate and test content variations at scale • Establish a culture of continuous improvement through AI experimentation and rapid iteration • Evaluate and pilot emerging AI tools to maintain a competitive advantage in demand generation.