Riveron

• Collaborate with Riveron team members to develop effective OneStream solutions • Lead client specific monthly Administrative and Managed Service needs including but not limited to daily Helpdesk support, Application Performance Monitoring, Month End Close and Consolidation Tasks, Budget/Forecast Tasks, Enhanced/New Report development, and Client Training and Documentation. • Work directly with Riveron team members to develop business requirements and translate requirements into specific OneStream functionality • Assist with workshops to define implementation strategy • Lead/assist with implementation team(s) in executing implementation • Ensure completion of tasks, milestones, and components including but not limited to functional specifications, design specifications, configurations, quality assurance, implementations, and project reviews for engagements • Lead/assist with other engagement quality assurance efforts to deliver a superior implementation • Define integration requirements and collaborate with integration teams to interface other outside applications with OneStream

• Design, configure, and implement Ironclad CLM solutions based on business requirements. • Build and customize workflows, approvals, templates, forms, and playbooks within Ironclad. • Develop integrations between Ironclad and enterprise applications such as Salesforce, Workday, DocuSign, Slack, SAP, or other third-party systems using APIs. • Develop custom scripts, webhooks, and automation to enhance platform functionality. • Collaborate with Legal, Procurement, Sales, IT, and business stakeholders to gather and translate requirements into scalable solutions. • Troubleshoot production issues and optimize existing implementations. • Perform unit testing, deployment, and post-production support. • Ensure platform security, governance, and best practices are followed. • Maintain technical documentation and support release management activities.

• Gather, analyze, and document business and functional requirements for Ironclad implementations. • Partner with Legal, Procurement, Sales, and IT stakeholders to improve contract lifecycle processes. • Configure Ironclad workflows, templates, forms, approval processes, and reporting. • Translate business requirements into functional specifications for developers. • Support user acceptance testing (UAT), defect management, and solution validation. • Collaborate with technical teams during implementation and integrations. • Develop process documentation, user guides, and training materials. • Identify opportunities for automation and process optimization. • Support production issues, enhancements, and ongoing platform improvements.

• Collaborate with project team members to develop effective OneStream solutions • Support client-specific monthly Administrative and Managed Service needs including daily Helpdesk support, Application Performance Monitoring, month-end close and Consolidation Tasks, Enhanced/New Report development, and Client Training and Documentation • Work to develop all aspects of the core OneStream platform (consolidation and FP&A) • Effectively configure and customize client OneStream environments to develop proof of concepts and present sustainable solutions to client executives and stakeholders • Work directly with project leadership to develop/document business requirements and translate requirements into specific OneStream functionality/design • Apply best practices while building custom solutions for specific client requirements • Conduct internal testing to validate custom-designed solutions and perform user acceptance testing on client OneStream environments • Provide general customer service and assistance to clients • Assist in training end-users on specific processes and application

• Lead requirements gathering activities through stakeholder interviews, workshops, discovery sessions, and process mapping exercises. • Analyze and document current-state and future-state business processes, identifying opportunities for optimization and automation. • Elicit, document, and manage functional and non-functional requirements, business rules, data requirements, and process dependencies. • Develop business requirements documents (BRDs), user stories, acceptance criteria, process flows, use cases, data mappings, and solution documentation. • Manage and prioritize product backlogs in partnership with Product Owners and business stakeholders. • Facilitate requirements reviews and solution design sessions with business users, architects, administrators, and development teams. • Support Salesforce Sales Cloud, Service Cloud, CPQ/Revenue Cloud, and Lead-to-Cash processes including lead management, opportunity management, quoting, pricing, approvals, contracts, billing, and renewals. • Ensure proposed solutions align with business objectives, Salesforce best practices, and enterprise standards. • Develop test strategies, test scenarios, and business validation plans to ensure requirements are fully met. • Coordinate User Acceptance Testing (UAT), defect triage, regression testing, and release validation activities. • Validate Salesforce configurations, CPQ pricing logic, workflows, integrations, reports, dashboards, and business processes. • Maintain end-to-end requirements traceability from discovery through deployment. • Act as the primary liaison between business stakeholders and technical teams, facilitating communication, decision-making, and issue resolution. • Participate in Agile ceremonies including backlog grooming, sprint planning, demos, and retrospectives. • Support change management, user training, documentation, and adoption initiatives to ensure successful business outcomes.

• Use functional leadership and expertise to advise clients and develop solutions to a variety of strategic problems related to improving business processes, enabling technology, and aligning the enterprise operating model for growth – within core areas of finance and operations. • Run smaller projects autonomously • Lead market-facing practice development initiatives such as thought leadership and white papers • Contribute actively to the development of people leaders into future practice leaders • Provide guidance and issue resolution support to teams across multiple concurrent client engagements • Partner with the practice’s executive leaders to conduct business development activities

• Design and implement end-to-end integration solutions using MuleSoft and related APIs across enterprise platforms. • Provide technical guidance to developers and help drive alignment with architectural standards, best practices, and long-term scalability. • Partner with cross-functional teams to translate business requirements into sustainable technical designs. • Lead solution reviews, troubleshoot complex integration issues, and improve reliability across connected systems. • Coach less senior engineers and raise the bar on engineering quality, maintainability, and delivery.

• Collaborate with clients to solve complex finance challenges using RPA tools • Drive workflow optimization and automation initiatives within client businesses • Partner with various teams to enhance business processes through automation

• 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