Presidio

• Support compliance activities across vendor management, indirect procurement, internal sustainability data, domestic logistics, warehousing, transport of customer equipment, OEM sourcing, and partner program rules. • Assist with documentation, monitoring, evidence collection, and issue tracking for assigned compliance activities. • Support internal sustainability data governance, including energy usage, greenhouse gas data, Scope 1, Scope 2, and related Scope metrics. • Help maintain compliance logs, risk trackers, corrective action records, and supporting documentation for audit readiness. • Support quarterly compliance summaries and operational updates for leadership. • Collaborate with the Senior Analyst, Governance & Operations Optimization, who will provide prioritized workflow opportunities from the Continuous Improvement team, and help assess each workflow for risks, errors, duplications, manual handoffs, and inefficiencies. • Partner with the Senior Analyst to translate prioritized workflow findings into automation concepts, AI use cases, control considerations, documentation needs, and recommended next steps. • Help develop practical automation and AI strategies for approved workflow improvements. • Translate business requirements into low-code automation concepts, prompts, process maps, controls, and testing plans. • Use tools such as Copilot or Claude to support low-code workflow analysis, documentation, summarization, and process improvement activities. • Coordinate with business owners to confirm workflow intent, expected outputs, control needs, and adoption requirements. • Identify, document, and escalate compliance, process, data quality, and control risks within assigned areas. • Track follow-up actions and help ensure corrective actions are documented and completed. • Support internal and external audit readiness through evidence preparation, documentation review, and corrective action tracking. • Assist with periodic reviews of assigned compliance processes to confirm records, controls, and responsibilities remain current.

• Support the sales process by accurately and efficiently producing customer-facing quotes for all SaaS and EA and related product lines • Act as the subject matter expert on quote creation, special pricing, internal and OEM approvals, and resolution of quoting issues and sales escalations • Engage with sales team members to ensure that deliverables are structured in alignment with specific customer requirements • Gain expertise in the area of pricing models and discount structures for SaaS and EA product offerings • Ensure that quotes and proposals include all related terms, conditions and agreements • Maintain complete ownership of a quote through the entire sales lifecycle of the opportunity including all revisions and updates • Comply with internal quote process workflows to ensure that quotes are reviewed and approved prior to delivery to customer • Recommend alternative procurement options for the customer quote including financing, pre-paid offerings, etc. and ensure that approved pricing and payment options are leveraged appropriately. • Work in conjunction with sales and operations to ensure proper selection of vendor and billing accounts for all transactions • Identify and communicate opportunities to improve quoting and related processes

• Serve as the primary finance partner to services leadership, providing financial guidance that directly influences business decisions • Translate financial data into clear, actionable insights for operational stakeholders at all levels • Support deal economics, margin analysis, and pricing decisions in partnership with Sales and Services teams • Own the monthly and long-range forecast for assigned business areas • Lead the annual budget process for assigned coverage areas • Conduct scenario analysis and "what-if" modeling to support strategic decisions and long-range planning • Prepare and publish monthly variance analysis vs. budget, forecast, and prior year • Identify patterns in financial and operational data that signal strengthening or weakening performance • Design and maintain executive-ready presentations and ad hoc analyses to support leadership reviews and strategic discussions • Build and maintain Power BI dashboards that deliver real-time insight on revenue, margin, forecast accuracy, and operational performance • Automate recurring financial reports and manual processes • Standardize KPI frameworks and financial data definitions for your business area • Serve as a thought leader within the finance team on analytics best practices

• Understand Customer Current State • Proactivity drive discovery and understanding of customer IT current state, goals, outcomes, and initiatives across Business, Technical, Operational, and Financial facets • Research industry trends and topics and develop discovery approaches • Develop and lead workshops to drive relevant discovery • Document customer current state to assist customer and sales teams target future state architectures and roadmaps • Identify customer stakeholders and their individual success criteria and needs • Create and lead technical solution approaches and next steps aligned to customer stakeholders • Align, vet and coordinate Presidio and vendor partner technical resources as needed • Engage Manager/VP/Director level at clients directly • Analyze and assess client requirements and determine target architecture and design solutions (HW, SW, Licensing, Cloud services, Managed Services, Delivery Services, etc) and roadmaps • Create and deliver compelling technical proposals directly to clients, including relevant drawings, diagrams and analysis • Maintain a high level of technical excellence and evangelism across multiple relevant solution architecture and product areas • Lead the curation and delivery of relevant technical knowledge, presentations, and conversations at all client levels and customer related events • Actively participate in technical champion programs and communities • Attain certifications when appropriate • Learn, discuss and present new and emerging technical and IT related topics • Activity participate in client account related activities that establish the Solution Architect as a trusted advisor internally and with customers, such as: Account planning, EBCs, social events, etc • Engage Presidio team members, activity participate in team activities, and contribute on collaboration tools to drive an open, positive, inclusive, resilient, change-orientated team culture • Be a steward of the PRESIDIO CULTURE – Teamwork, Execution Excellence, Integrity and Forward-Thinking • Develop working relationships with vendor partner teams and peers • Contribute to and drive execution of relevant partner vendor GTM strategies • Actively plan and execute growth and career development activities • Seek and collaborate on improvements to presales processes and GTM • Contribute to the success of others in sales and presales • Actively mentor and enable others • Share methods, content, and lessons learned with others

• Support the day-to-day operations of the services organization by managing project workflows, billing processes, and vendor invoice administration within Certinia • Ensure accurate project setup, maintaining integrity of time and expense data, and delivering timely, accurate client billing processing to support operational efficiency and financial performance • Manage project setup and maintenance within Certinia, ensuring accurate configuration of billing structures, rates, and revenue rules • Review and validate time and expense entries for completeness, accuracy, and policy compliance • Execute client billing processes, including invoice generation, adjustments, and reconciliations • Process and track vendor invoices, ensuring alignment with project budgets and contractual terms • Partner with project managers and finance teams to resolve billing discrepancies and improve workflow efficiency • Monitor project financials to support forecasting, revenue recognition, and margin analysis • Maintain data accuracy across systems to support reporting and audit readiness • Generate and manage client invoices in Certinia (T&M, fixed fee, milestone-based) • Review project financials to ensure billing accuracy and readiness • Partner with Project Managers to validate billable work and resolve discrepancies • Collaborate with Finance on invoice cycles, adjustments, and collections support • Ensure vendor invoices are accurately reviewed, validated, and handled in accordance with approved project budgets and authorizations • Maintain oversight of vendor spend and support timely accruals as needed • Develop and maintain reporting frameworks and dashboards in Certinia and Salesforce to support Services and Finance leadership • Translate data into actionable insights and recommendations to improve billing accuracy, financial performance, and operational efficiency • Identify opportunities for reporting automation and process optimization to improve scalability and efficiency • Ensure data integrity and consistency across systems to enable reliable reporting and decision-making • Proactively surface variances, discrepancies, and performance gaps, and recommend corrective actions

• Lead implementation of complex software features and services from design through production deployment. • Build secure, scalable, resilient, and maintainable cloud-native applications using modern engineering practices and reusable design patterns. • Write, review, test, and improve production-quality code while promoting engineering excellence through code reviews, automation, and continuous improvement. • Develop working prototypes and MVPs quickly, gathering feedback early and iterating toward production-ready solutions. • Own delivery of assigned work from planning through deployment, ensuring quality, reliability, and timely execution. • Troubleshoot complex technical issues across the application stack and drive them to resolution. • Partner with architects and technical leaders to translate solution designs into well-engineered implementations. • Mentor engineers through pairing, code reviews, technical discussions, and knowledge sharing to raise engineering quality across the team. • Apply sound engineering judgment when balancing technical decisions with business objectives, delivery timelines, and long-term maintainability.

Role Description Presidio is seeking an Engineer, Microsoft Services to join our team in a remote capacity. The Microsoft Engineer is responsible for monitoring, managing, and supporting customer infrastructure and Microsoft platforms under the guidance of the Microsoft Team Lead. This role serves as a primary point of contact for assigned incidents and service requests, maintaining ownership through resolution while ensuring compliance with contracted SLAs. The ideal candidate is customer-focused, technically skilled, and thrives in a fast-paced operations environment. This position requires shift flexibility, including participation in rotating on-call schedules and the ability to work varying shifts as business needs evolve. The Microsoft Engineer will regularly collaborate with customers, peers, vendors, and leadership through phone, email, chat, video conferencing, and ticketing systems such as ServiceNow to ensure timely and effective issue resolution. Major Responsibilities - Troubleshoot and resolve client device, infrastructure, and application issues using remote access and phone-based support tools. - Monitor and maintain Microsoft-based environments including servers, cloud platforms, and related infrastructure technologies. - Manage incidents, requests, and changes through ServiceNow while ensuring accurate documentation of all troubleshooting steps and communications. - Take ownership of assigned tickets and drive issues through to resolution or appropriate escalation. - Support day-to-day operations of engineering platforms, including hardware/software support, maintenance activities, and special projects. - Communicate effectively with customers, peers, management, and cross-functional engineering teams regarding incidents, outages, and change activities. - Participate in an on-call rotation to provide emergency support coverage when required. - Assist with testing, validation, and implementation of new technologies, features, and operational processes. - Contribute to technical documentation, operational procedures, and knowledge base articles. - Recommend process improvements and identify operational risks or areas of concern to management. Qualifications - 2+ years of experience working in a Network Operations Center (NOC), Managed Services, or IT Operations environment. - 2+ years of hands-on experience troubleshooting Microsoft infrastructure technologies. - Strong understanding of Microsoft Server Operating Systems (Windows Server 2012 and newer). - Experience supporting Microsoft Azure environments, including navigating the Azure portal and performing remediation activities. - Experience supporting Active Directory, Exchange, SQL Server, DNS, DHCP, and Microsoft 365. - Basic networking knowledge including TCP/IP, VLANs, routing and switching, and firewalls. - Basic virtualization knowledge including VMware and Hyper-V. - Excellent verbal and written communication skills. - Strong troubleshooting, analytical, and customer service skills. - Ability to work independently and collaboratively within a team environment. Preferred Qualifications - Microsoft certifications such as AZ-104 or MS-100/MS-101. - Experience working in SLA-driven support environments. - Familiarity with ITIL-based incident, problem, and change management processes. - Experience using ServiceNow or similar ticketing platforms. Core Competencies - Accountability and ownership - Adaptability and flexibility - Analytical thinking and problem-solving - Attention to detail - Customer focus - Dependability and integrity - Initiative and self-direction - Team collaboration - Stress tolerance and professionalism under pressure - Continuous improvement mindset Benefits - Joining Presidio means stepping into a culture of trailblazers - thinkers, builders, and collaborators - who push the boundaries of what's possible. - With our expertise in AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world. - Here, your impact is real. Whether you're harnessing the power of Generative AI, architecting resilient digital ecosystems, or driving data-driven transformation, you'll be part of a team that is shaping the future.

Role Description Presidio is seeking an Engineer, Managed Services Virtualization to join our team in a remote capacity. The Engineer is a team member responsible for monitoring and managing customer internal infrastructures and their platforms under direct supervision of the Engineering Manager. The Engineer will be the primary point of contact for all incidents assigned to them and retain ownership until resolution unless otherwise advised. The position is subject to shift work and a candidate would be expected to move to different shifts as needed. The Engineer will be expected to interact with customers, peers and management via phone, IM, video, and email to ensure customer issues are resolved per contracted SLA’s while documenting all actions and communication in the ticketing system, ServiceNow. Key Responsibilities - Troubleshoot client device and application issues via phone and remote access. - Oversee the day-to-day operation of various engineering solutions including hardware/software support, training, and special projects. - Provide feedback to management on process improvements and areas of concern. - Maintain excellent communication with NOC team on all tasks and projects. - Communicate with customers, peers, team, and managers regarding incident and change management. - Create and maintain good technical documentation. - Provide emergency on-call support on a rotating schedule. - Be available while on-shift through several different venues – Instant Messaging, phone, emails, and any new and acceptable methods of communication as deemed appropriate. - Carry out testing of new features, and functionality as required and to help develop plans to implement and verify that they are operating correctly in the live network. - Troubleshoot and resolve equipment, configuration and affected problems and to track vendor support cases through to problem resolution on production issues. - Support ongoing efforts in defining best practice policies for all supported products and submitting these into the Knowledge Base. - Develop additional skills in other products as business needs dictate. - Collaborate efficiently amongst the team and with other engineering verticals and management. - Respond to customer service calls and emails in agreed upon timeframe. - Manage service tickets that are assigned to your personal and team queue. - A firm understanding of teamwork and ability to follow all procedures and documentation as defined and provided by management. - Other duties as assigned. Qualifications - Excellent customer service skills and client focus. - Strong communications skills including the ability to communicate technical information using non-technical language. - Strong problem-solving skills. - Ability to maintain complex operational processes. - Capable of handling and escalating highly impacting operational issues to upper Management and/or 3rd party vendor escalation. - Technical understanding of enterprise networking and virtual network technologies. - Experience with one or more of the following: VMware ESXi, VMware SRM, PowerCLI, and/or vSphere SDKs, Cisco UCS, Cisco Nexus switching, Dell VxRail, Cisco Hyperflex, and Nutanix. - Experience with block level and file level storage protocols, SAN switching, and enterprise storage arrays and replication technologies. - Technical understanding of TCP/IP and the OSI model. - Technical understanding of software defined storage solutions. - Technical understanding of traditional and virtual backup solutions. - Network and server troubleshooting experience. Additional Desired Skills - Cisco Hyperflex, Nutanix AHV, and Dell VxRail expertise are a plus. - VMware VCP, Nutanix NCP, Vendor storage certifications (EMC/NetApp) are preferred; ability to obtain within one year is required. - Previous experience or aptitude to be successful in an Operations capacity. - Ability to remain calm and courteous in periods of stress. - Ability to work on several problems simultaneously. - Ability to work with a broad range of experience levels. Education and Experience - Bachelor’s Degree or equivalent work experience and/or military experience. - 5+ years of hands-on experience with virtualized compute and storage infrastructure. Benefits - Joining Presidio means stepping into a culture of trailblazers - thinkers, builders, and collaborators - who push the boundaries of what's possible. - With our expertise in AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world. - Here, your impact is real. Whether you're harnessing the power of Generative AI, architecting resilient digital ecosystems, or driving data-driven transformation, you'll be part of a team that is shaping the future.

• Lead and develop three integrated teams: Workforce AI Presales, Workforce AI Delivery, and Microsoft Productivity Presales — fostering a unified culture of accountability, innovation, and customer impact. • Drive Talent Evolution: create a culture of accountability for leaders to recruit and develop the right talent to support rapidly evolving business needs in AI and productivity. • Reduce attrition, attract top talent, and promote high-performing Solutions Architects and Delivery professionals. • Mentor and motivate team members to ensure satisfactory performance; provide transparent, diverse, equitable, and inclusive leadership at all levels. • Continuously drive recruiting efforts and work closely with Talent Acquisition to ensure a diverse and continuous candidate pipeline. • Ensure SA and delivery capacity is balanced and optimally aligned to market opportunity across both Workforce AI and Microsoft Productivity practices.

• Oversees the daily operations of the assigned sales team to ensure goals and objectives are being met. • Establish account lists and align sales territories. • Ensures strategic account plans are developed and completed for top accounts in region. • Monitor all sales activities within the team to ensure satisfactory account management performance is being consistently maintained and goals and objectives are being met. • Reviews all current projects to include; invoicing, project milestones, and performance to ensure we are maximizing our sales efforts and meeting quarterly performance objectives. • Achieves sales and marketing goals by working effectively with internal and external partners. • Creates and maintains client relationships within the customer base to include; meetings with customers, manufacturers and vendors to continue and enhance the Presidio business and make us the partner of choice. • Provides RFP assistance and direction to sales and engineering team. • Approve expense reports for direct reports in accordance with specified budgets and company policies and procedures. • Interacts with vendors on a strategic level to plan, manage, and evaluate annual growth objectives for both sides. • Routinely communicates to vendor partners to ensure plan objectives are being met and create go to market strategies. • Fosters effective relationships with multiple vendors to increase effectiveness in business growth. • Ensures sales team is trained on key partner solutions and maintains relevant certifications. • Executes sales strategy by identifying customer needs and selling the appropriate Presidio services. • Develops business through multiple marketing and sales techniques including but not limited to cold calling, conducting in person meetings, and partnering with vendors or manufactures. • Maintains a targeted understanding of customers' business showing the ability to establish customer needs, buying cycles, and creating strong relationships to effectively drive sales and repeat business. • Ability to create a strategic plan with the customer's executive staff to add value to the customer business and develop a sales plan to meet the customer's and Presidio's strategic need. • Meets or exceeds annual sales top line revenue and margin goals as defined by management. • Manages individual sales objectives to include sales orders and billing activities to support quarterly goals. • Manages on-going customer account maintenance to include, updating account information in internal systems and resolving customer satisfaction issues. • Works with inside sales team to ensure that quotes are provided and order requests are processed accurately. • Works with engineering team to accurately scope projects. • Maintains relationships with all levels of customer contacts with a focus to maintain executive level (Director and above) relationships. • Manage past due invoice resolution with accounting to ensure proper collections. • Ensure each staff member completes Career Development Plan and reviews quarterly at a minimum. • Educates team on sales, technical, and business acumen to better support customer needs. • Mentors and motivates sales team members to ensure satisfactory performance. • Ensures training and development on reporting and metrics management, internal systems and processes to enhance the accuracy of sales forecasts and processes. • Continuously drives recruiting efforts and leads interviewing efforts to ensure a continuous pool of candidates and to find and select the most qualified sales candidates. • Manages and educates team on account mapping, marketing, planning, and execution to further enhance go to market strategies. • Reviews and completes annual performance appraisals for direct reports in accordance with policy and procedures. • Monitors staff development objectives to include, sales training and certifications to ensure Presidio maintains a qualified sales staff. • Provides accurate weekly, monthly and quarterly sales forecasts and manages individual and team pipelines at all stages to ensure we are meeting goals and objectives. • Understands market trends and trains internal and external partners on business opportunities. • Conducts weekly sales commitment calls to ensure effective strategies are being deployed. • Reviews company, territory, regional and individual progress updates with team members.