Riveron

• Lead end‑to‑end architecture for complex Salesforce implementations across multiple clouds • Define end-to-end Salesforce architecture for complex business processes. • Translate business needs into functional and technical specifications. • Create solution blueprints, data models, integration patterns and system architecture diagrams • Ensure scalability, maintainability, performance and adherence to Salesforce best practices and enterprise architecture standards • Conduct discovery sessions, gap analysis, and feasibility assessments • Configure and customize Salesforce Sales Cloud to meet business needs • Map requirements with OOB features and identify need for customization • Configure various features of Sales Cloud such as Sales Management, Campaigns, Lead Conversion, Forecasting, Sales Cadences, Account Management, Territory Management • Guide clients to make buy vs build decisions • Configure Salesforce Sales Cloud to meet business needs • Experience with Marketing platforms – Pardot/Marketo to build end to end configurations • Develop data migration strategies including mapping, cleansing, and sequencing • Define data governance, security model, and access controls • Establish standards for configuration, development best practices, release management and CI/CD • Ensure alignment with enterprise policies, compliance, and security guidelines • Conduct platform health assessments, performance optimization, and roadmap planning • Support UAT, system testing, and performance validation • Resolve complex issues and ensure successful deployment of new features • Document architecture artifacts, integration specifications, and technical guidelines

• Coordinate legal intake, routing, and tracking processes to help ensure timely responses and visibility across the legal team's work • Support the legal conflict check process by gathering information, maintaining documentation, and coordinating with internal and external stakeholders • Administer contract workflows, including intake, template selection, version control, signature tracking, file management, and status reporting • Maintain legal templates, playbooks, trackers, and standard operating procedures in partnership with internal counsel • Coordinate compliance related requests, including KYC, due diligence, entity registration, licensing, and other vendor or client driven requirements • Maintain corporate records, legal entity information, and organized repositories for key legal and compliance documents • Support litigation and claims administration, including document collection, legal hold coordination, subpoena support, and insurance reporting logistics • Partner with Finance on client payment related communications and other administrative legal support needs • Coordinate with Human Resources and Talent Acquisition on offer letter, employment agreement, and onboarding related documentation workflows • Track outside counsel matters, invoices, budgets, and reporting as needed • Help evaluate and improve legal processes, tools, and reporting to increase efficiency, consistency, and service levels • Prepare summaries, status updates, and operational reporting for legal leadership and key internal stakeholders

• Draft, review and negotiate client engagement letters and professional services agreements, including non-reliance letters, confidentiality agreements and other agreements supporting the company’s client engagement and service delivery efforts • Manage litigation claims and reporting, including subpoena responses, insurance reporting, legal hold memos and discovery requests • Provide legal advice and support to managing directors and others leading the company’s client engagement and business development efforts • Draft new hire offer letters and employment agreements, as well as other agreements supporting the Human Resources and Talent Acquisition teams • Provide legal advice and related support on employment law matters • Provide internal legal support on acquisitions and other strategic transactions • Work with the company’s Chief Legal Officer and Deputy General Counsel to meet the company’s needs for high quality legal support in the areas of insurance, real estate, and intellectual property registrations • Manage all international vendor compliance policies and procedures, including KYC and due diligence requests, as well as entity registration and licensing • Assist Finance team with client payment communications • Travel requirements are expected to be minimal (less than 10%)

• Collaborate with stakeholders to understand pricing and billing processes • Document functional requirements and create solution architecture, System Architecture and Entity Relationship Diagram • Understanding of Quote to Cash end to end business process • Configure Salesforce CPQ for complex pricing, discounting, and bundling • Implement Salesforce Billing for invoicing, payment collection, and revenue recognition. • Design subscription and recurring revenue models • Experience building Usage products • Guide clients to make buy vs. build decisions • Design integrations with NetSuite, ERP systems, Payment gateways, and tax engines and implement them • Develop custom workflows, approval processes, and automation for CPQ and Billing • Configure reports and dashboards as per client requirement • Prepare configuration runbooks and guide development team • Create documentation for CPQ billing processes and Conduct user training • Support deployment and post-implementation enhancements

• Collaborate with stakeholders to understand business processes and translate them into Salesforce solutions • Document functional requirements and create solution design • Configure and customize Salesforce Sales Cloud to meet business needs • Design and implement Experience Cloud portals • Map requirements with OOB features and identify need for customization • Configure various features of Sales Cloud such as Sales Management, Campaigns, Lead Conversion, Forecasting, Sales Cadences, Account Management, Territory Management • Configure and customize Salesforce Sales Cloud to meet business needs • Experience with Marketing platforms – Pardot/Marketo to build end to end configurations • Implement App Exchange products such as DocuSign, Spiff/Xactly, Conga Composer, Sales Navigator, Demand tools, Cloudingo, Checkmarks, PMD, OwnBackup, Vonage • Identify integration requirements and suggest approach • Configure Experience Cloud features such as Experience Builder, Customer Service, Partner Central, Self-Service Portals, Knowledge and Chatter • Customize Experience Cloud templates for branding and usability • Ensure responsive design and accessibility across devices • Prepare configuration runbooks and guide development team • Prepare Solution design, System Architecture and Entity Relationship Diagram • Conduct user training sessions and create documentation

• Design visual assets for training including infographics, icons, illustrations, and slide templates. • Develop interactive eLearning modules using authoring tools. • Own the end-to-end build of eLearning courses from storyboard to fully functional courses. • Design engaging UI/UX for learning modules. • Create animations, motion graphics, and multimedia elements. • Ensure brand consistency across all learning materials. • Optimize courses for LMS delivery and mobile compatibility. • Balance visual design quality with rapid course development to support scalable learning delivery. • Develop and deliver high-quality learning assets across multiple concurrent projects in a fast-paced production environment.

• Develop instructional design documents and storyboards for digital learning. • Convert source material into learner-friendly formats. • Collaborate with subject matter experts in the design and development of eLearning modules, job aids, and training materials. • Collaborate with graphic designers and developers to produce courses. • Conduct basic needs analysis and learning content research. • Perform course reviews and revisions based on stakeholder feedback. • Ensure alignment with instructional design standards and learning objectives. • Work across multiple concurrent projects in a fast-paced, high-volume development environment.

• Review eLearning modules for accuracy, functionality, and instructional quality. • Validate content alignment with learning objectives and storyboards. • Test course functionality in LMS environments. • Check multimedia elements, assessments, and navigation flows. • Identify and document defects and improvement areas. • Collaborate with designers and developers to resolve issues. • Maintain and contribute to the development of QA standards, checklists, and quality frameworks. • Support quality assurance across multiple concurrent learning projects in a fast-paced production environment.

• Build and lead a high-performing L&D team including instructional designers, developers, QA analysts, and implementation specialists. • Define the L&D strategy and roadmap aligned with organizational goals. • Oversee end-to-end learning solution design and delivery. • Drive scalable content production and delivery to meet growing organizational learning demands. • Establish processes, frameworks, and quality standards for learning development. • Manage stakeholder relationships across business units. • Monitor program effectiveness through learning analytics and metrics. • Drive innovation in learning approaches including digital, blended, and experiential learning. • Manage budgets, vendor relationships, and resource planning. • Support scaling the L&D operating model, including delivery frameworks, governance, and resource planning to support enterprise growth.

• Support Business Development and Sales • Participate in and lead pre-sales meetings with current and prospective clients to assess project level-of-effort and to assist in determining if Oracle / NetSuite Planning and Budgeting are the best fit for requirements presented. • Work with Engagement Management to determine the timeline, resource plan, level-of-effort and fee estimates required for implementation in achieving client objectives. • Create and review work plans and draft proposals for completeness. • Collaborate with Riveron team members to develop efficient and high-quality EPM solutions • Participate in workshops to define implementation strategy • Lead and conduct all aspects of our implementation methodologies • Apply leading practices to solution design and build to adhere to client requirements • Configure the Oracle and NetSuite Planning and Budgeting (NSPB/PBCS) software to develop and present sustainable solutions to client executives and key stakeholders • Mentor and educate client personnel and consulting team members • Work with practice leadership to develop and deliver EPM-specific training, business development training and collateral and engagement materials/templates.