PBS Systems

• Provide excellent customer service by effectively navigating and demonstrating the PBS DMS system, while maintaining positive, solutions -focused relationships to ensure customer needs are met or exceeded • Independently manage and deliver all assigned training sessions within primary silo • Become an independent install resource • Develop a thorough understanding of PBS software and related training processes • Respond promptly to internal and external training requests • Gain proficiency in data entry and other key operational tasks • Stay up-to-date and understand process documentation as departmental processes evolve • Share knowledge across silos and contribute to team learning and development • Take the initiative to expand product knowledge and participate in cross-training opportunities if possible • Support a collaborative and positive team environment • Perform other duties and responsibilities as assigned

• Provide excellent customer service by effectively navigating and demonstrating the PBS DMS system, while maintaining positive, solutions -focused relationships to ensure customer needs are met or exceeded • Independently manage and deliver all assigned training sessions within primary silo • Become an independent install resource • Develop a thorough understanding of PBS software and related training processes • Respond promptly to internal and external training requests • Gain proficiency in data entry and other key operational tasks • Stay up-to-date and understand process documentation as departmental processes evolve • Share knowledge across silos and contribute to team learning and development • Take the initiative to expand product knowledge and participate in cross-training opportunities if possible • Support a collaborative and positive team environment • Perform other duties and responsibilities as assigned

• Lead and manage software conversion projects, including planning, organizing, and executing all implementation activities. • Develop detailed implementation plans and timelines to meet key milestones and successfully complete projects. • Coordinate and manage project resources, including personnel and equipment, to ensure successful execution. • Collaborate with clients and stakeholders to define project objectives, scope, schedule, and resource requirements. • Oversee PBS training programs delivered to clients, ensuring content is current, effective, and aligned with project objectives. • Provide ongoing support to address any training-related challenges. • Track and oversee data conversion plans to migrate information from the client’s current system to PBS Systems’ DMS. • Ensure data integrity, accuracy, and security throughout the conversion process. • Troubleshoot and resolve any data-related issues. • Set up and maintain integrations with third-party systems (e.g., CRM platforms, other DMS vendors, and related software). • Coordinate with internal and external stakeholders to ensure smooth system integration and optimal operation. • Maintain regular communication with dealerships, internal teams, and other stakeholders, providing updates on project progress, risks, and issues. • Prepare and present weekly project status reports, performance metrics, and other required documentation. • Identify and mitigate risks or issues that may arise during implementation. • Identify and resolve any situations occurring during implementation. • Document implementation processes and procedures to facilitate future support and follow-up. • Obtain at least one PBS Systems product certification during the first year of employment.

• Support customers in improving operational efficiency and workflow consistency through effective use of PBS v10 Apex • Learn and develop an understanding of all areas of the PBS v10 Apex software and the process for training customers on the PBS v10 Apex software • Assist customers with the deployment, transition, and adoption of PBS v10 Apex, helping integrate the software into daily dealership operations • Deliver virtual training sessions to customers within assigned module(s) • Drive product adoption by reinforcing best practices, encouraging engagement, and helping customers fully utilize PBS v10 Apex capabilities • Follow up with customers post-training to support retention, adoption, and long-term success with the software • Identify gaps in customer usage or understanding and provide guidance to improve confidence, efficiency, and overall adoption • Maintain a positive relationship with customers, identifying customer needs and ensuring they are being met • Responds to internal and external training requests in a timely manner • Write up tickets and investigate issues that arise, escalate issues to corresponding teams • Ensure v10 Apex queue is monitored • Maintain documentation and update as processes change within department • Knowledge sharing within own module and others within the v10 Apex team • Take the initiative to learn new products to increase knowledge • Willingness to commit to an ongoing system of education and cross-training • Perform other duties and responsibilities as assigned

• Deliver expert training and support in English and French to new and existing customers on our Dealer Management Software. • Conduct virtual training sessions to guide customers through the software implementation process. • Provide onsite training for new software installations in person. • Develop a thorough understanding of PBS software and related training processes. • Maintain positive, solutions-focused relationships to ensure customer needs are met or exceeded. • Respond promptly to internal and external training requests. • Write up tickets that arise and escalate issues to the corresponding teams. • Share knowledge across silos and contribute to team learning and development.

• Contact existing customers to introduce the v10 Apex upgrade and the opportunities for their business. • Lead structured discovery conversations to identify gaps in workflows, process execution, and operational efficiencies, i.e., Digital Retail, CRM, Digital Service, database consolidation and data clean up. • Identify PBS products that align with dealership business goals that will result in measurable improvements in performance and profitability. • Present targeted workflow redeployment solutions based on specific dealership needs. • Maintain long-term relationships with customers to ensure continued engagement with PBS and strengthen customer retention by increasing product reliance and system integration. • Present the value of coaching and guidance to dealership teams on product functionality, workflow best practices, and process improvement. • Encourage consistent implementation of automated processes and tools that improve performance and scalability. • Build urgency and alignment around the value of adopting v10 Apex using a structured consultative selling methodology. • Partner closely with delivery, training, and account teams to ensure a clean transition from sale to execution • Maintain visibility on pipeline progress and status of committed engagements • Maintain consistent pipeline activity and discipline follow-through across assigned accounts. • Track and report on adoption metrics, engagement levels, and customer outcomes. • Measure the effectiveness of adoption initiatives and continuously refine strategies. • Contribute to dashboards, reporting, and insights that support data-driven decision-making.

• Provide excellent customer service by effectively navigating and demonstrating the PBS DMS system, while maintaining positive, solutions -focused relationships to ensure customer needs are met or exceeded • Independently manage and deliver all assigned training sessions within primary silo • Become an independent install resource • Develop a thorough understanding of PBS software and related training processes • Respond promptly to internal and external training requests • Gain proficiency in data entry and other key operational tasks • Stay up-to-date and understand process documentation as departmental processes evolve • Share knowledge across silos and contribute to team learning and development • Take the initiative to expand product knowledge and participate in cross-training opportunities if possible • Support a collaborative and positive team environment • Perform other duties and responsibilities as assigned

• Deliver expert training and support in English and French to new and existing customers on our Dealer Management Software. • Conduct virtual training sessions to guide customers through the software implementation process, ensuring a smooth transition. • Provide onsite training for new software installations in person. • Develop a thorough understanding of PBS software and related training processes. • Gain proficiency in data entry and other key operational tasks. • Independently manage and deliver all assigned training sessions within the primary silo. • Become an install resource without assistance. • Prioritize tasks independently and demonstrate accountability without requiring direction. • Ensure that assigned DTO Cornerstone tickets are handled in a timely manner. • Provide excellent customer service by effectively navigating and demonstrating the PBS DMS system. • Maintain positive, solutions-focused relationships to ensure customer needs are met or exceeded. • Stay up-to-date and understand process documentation as departmental processes evolve. • Share knowledge across silos and contribute to team learning and development. • Take the initiative to expand product knowledge and participate in cross-training opportunities if possible. • Support a collaborative and positive team environment.

• Deliver expert training and support in English and French to new and existing customers on Dealer Management Software. • Conduct virtual training sessions to guide customers through the software implementation process. • Provide onsite training for new software installations in person. • Manage and deliver all assigned training sessions independently. • Ensure timely handling of assigned DTO Cornerstone tickets. • Provide excellent customer service and maintain positive relationships with customers. • Participate in cross-training opportunities and support a positive team environment.

• Support customers in improving operational efficiency and workflow consistency through effective use of PBS v10 Apex • Learn and develop an understanding of all areas of the PBS v10 Apex software and the process for training customers on the PBS v10 Apex software • Assist customers with the deployment, transition, and adoption of PBS v10 Apex, helping integrate the software into daily dealership operations • Deliver virtual training sessions to customers within assigned module(s) • Drive product adoption by reinforcing best practices, encouraging engagement, and helping customers fully utilize PBS v10 Apex capabilities • Follow up with customers post-training to support retention, adoption, and long-term success with the software • Identify gaps in customer usage or understanding and provide guidance to improve confidence, efficiency, and overall adoption • Maintain a positive relationship with customers, identifying customer needs and ensuring they are being met • Responds to internal and external training requests in a timely manner • Write up tickets and investigate issues that arise, escalate issues to corresponding teams • Ensure v10 Apex queue is monitored • Maintain documentation and update as processes change within department • Knowledge sharing within own module and others within the v10 Apex team • Take the initiative to learn new products to increase knowledge • Willingness to commit to an ongoing system of education and cross-training • Perform other duties and responsibilities as assigned