Peak Technologies, Inc.

• Respond to tax-related questions and correspondence from sales representatives, online portal collection correspondents, and other internal personnel. • Obtain, scan, and file valid tax exemption certificates. • Enter valid exemption certificates into Vertex Cloud • Conduct periodic tax exemption certificate reviews to ensure our files are current. • Maintain the business license registration and renewal process. • Assist with NetSuite data clean-up projects. • Assist with port-co data migration and historical data consolidation. • Pull weekly, monthly, and annual data reports as required. • Maintain the shared SharePoint tax site for exemption certificate files. • Assist in pulling the data to complete the workpapers in the administration of sales & use tax audits. • Complete monthly sales & use tax payments as required for assigned tax entities. • Assist in driving a continuous improvement strategy within the business to promote incremental gains in quality and efficiency. • Achieve operational goals set by the company and supervisor. • Support corporate initiatives and decisions. • Perform other duties/special projects as assigned.

• Responsible for managing orders, addressing customer inquiries, resolving order-related issues, and collaborating with various teams to optimize the order management system. • Maintain high levels of customer satisfaction by providing timely and effective support throughout the order lifecycle. • Interact successfully and positively in a participatory climate, working collaboratively with our customers, sales, and internal team. • Assist sales personnel in day-to-day functions around the sales process. • Where applicable, be a contact for external customers in a customer support and provide support to our customers resulting in increased customer service which leads to increased customer satisfaction and excellent customer experience. • Work with the assigned sales reps and external customers to reach and exceed sales quotas established by sales leadership. • Demonstrate knowledge of company’s products and services. (Training will be provided.) • Aid Contracts team in clarifying requirements from customers and providing information for quotes on renewals. • Demonstrate active listening skills. Be curious and willing to ask questions to dive deeper into the needs of the customer. • Be sensitive to the details when composing, processing, and proofing information and data. • Manage multiple projects and customers and interruptions with ease. • Demonstrate data analysis and critical thinking skills. • Assist in placement of Managed Services contracts (both internally and with partners). • Collaborate with Sales Operations Support colleagues and leadership to respond to escalating concerns that are generated from customers. • Places purchase orders with suppliers. • Works with distribution partners to ensure products are delivered on time. • Perform other duties as assigned.

• Respond to incoming support inquiries via phone, email, or ticketing system in a timely and courteous manner. • Analyze and troubleshoot technical issues reported by end-users, including hardware, software, and network problems. • Provide effective solutions to technical issues, guiding end-users through corrective steps or performing remote troubleshooting. • Escalate unresolved issues to appropriate IT personnel or vendors for further investigation and resolution. • Assist with the installation, configuration, and deployment of software applications and updates. • Document support tickets, resolutions, and procedures to build a knowledge base for future reference and training. • Provide basic training and assistance to end-users on software applications, systems, and IT best practices. • Monitor system performance and security to identify potential issues or vulnerabilities proactively. • Conduct routine maintenance tasks such as system updates, patches, and backups. • Follow established IT policies, procedures, and guidelines to ensure compliance and security.

• Oversee and lead a team of 3rd party contractors utilizing the Field Nation platform. • Foster strong relationships with contractors to ensure high-quality service delivery and adherence to company standards. • Promote and produce the sale of service contracts, upgrades, parts, and billable labor revenue to meet established business goals and guidelines. • Implement performance metrics and monitor contractor performance, including adherence to service level agreements (SLAs), and implement corrective actions when necessary. • Collaborate cross-functionally with internal teams and clients to deeply understand project requirements and growth opportunities. • Develop innovative and competitive project pricing strategies aligned with company goals and tailored to client expectations. • Craft detailed Statements of Work (SOW) that not only outline project scopes but also position the company for revenue growth and client success. • Conduct regular reviews and analyses of contract pricing structures, identifying opportunities for revenue optimization and improved profitability. • Provide strategic recommendations for pricing adjustments based on market trends, competitive intelligence, and cost considerations. • Act as the driving force behind maximizing the value of the Field Nation platform for growth and revenue. • Proactively identify and troubleshoot technical issues, ensuring seamless platform utilization. • Develop and deliver training programs to internal teams and contractors, promoting efficient and effective platform utilization.

• Responsible for developing and managing complex projects across multiple locations. • Collaborates closely with the sales team to develop winning technology strategies and design solutions. • Delivers technical presentations, provides support, and executes billable services.

• Responsible for developing and managing complex projects across multiple locations. • Collaborates closely with the sales team to develop winning technology strategies, design solutions, and promote our portfolio of services. • Delivers technical presentations, provides support, and executes billable services, ensuring exceptional customer satisfaction. • Manage multiple complex projects, customers, and interruptions with ease.

• Responsible for building strategic, long-term relationships with key customer decision makers, OEM partners, ISV Partners, and other regional business partners. • Manage and exceed sales and margin goals as well as budget expectations. • Prospect new business and obtain new customers by positioning Peak’s products and full solution offerings through conducting presentations, sales meetings, and negotiating complex sales. • Develop and execute effective sales programs that will retain and develop a current book of business and attract additional accounts. • Forecast long-range product sales, inventory levels, and product needs. • Ensure long-term customer retention and relationships by researching and developing existing customers, as well as new leads. • Build and maintain strategic long-term business relationships at all levels. • Accountable for a defined territory and/or primarily Tier 1 accounts (Enterprise Level) through relationships with ISVs, OEMs and prospecting for new customers. • Demonstrate strong business acumen in selling to C-suite executives. • Create and present strategic account plans to executive staff. • Conduct heavy outbound business-to-business solution-based face-to-face outside sales with customers, as well as telephone sales. • Visit customer sites to understand their business, needs, and environment. • Coordinate, develop, and conduct presentations and meetings to market One Peak offerings. • Work individually and as a team, to meet/exceed individual and/or team sales targets and goals.

• Grow and manage a book of business while actively developing new opportunities • Identify and engage target accounts across multiple industries • Work in a team-selling environment with engineering, services, and OEM partners to close deals • Drive opportunities across Peak’s full portfolio (“One Peak” approach) • Build pipeline, manage forecasts, and maintain CRM discipline • Expand recurring revenue through services, support, and managed offerings • Structure deals that protect margin while delivering customer value

• Configure and customize the NetSuite system to align with the organization’s business processes and requirements. • Create and maintain custom fields, forms, workflows, records, and reports to support various departments. • Provide technical assistance to end-users, addressing inquiries, troubleshooting issues, and offering solutions promptly. • Conduct training sessions to onboard new users and enhance existing users’ proficiency in utilizing NetSuite effectively. • Manage user roles, permissions, and access controls to ensure data security and compliance with company policies. • Regularly review and update security settings to mitigate potential risks and vulnerabilities. • Plan, coordinate, and execute regular system upgrades, patches, and enhancements to maintain the system’s stability and feature set. • Collaborate with cross-functional teams to perform testing and ensure seamless transitions during upgrades. • Collaborate with developers and integration specialists to design, implement, and maintain integration between NetSuite and other applications/system. • Oversee data imports, exports, and data quality initiatives to ensure accurate and reliable data within the system. • Monitor system performance and proactively identify areas for improvement, implementing optimization strategies as needed. • Troubleshoot and resolve performance-related issues, ensuring minimal disruptions to business operations. • Maintain comprehensive documentation of system configurations, processes and procedures for reference and knowledge sharing. • Stay informed about NetSuite best practices and industry trends, recommending improvements to enhance system efficiency and effectiveness.

• Drive the sale of service programs to meet/exceed sales and margin goals • Use existing customer base and new leads to develop and increase the sales of service offerings • Manage sales opportunities from lead to finalization of service contracts • Facilitate quoting, positioning, promoting and selling of services to ensure high close rates • Ensure accurate forecasting, account planning, and reporting