TriVista

• Manage TriVista engagements day to day through the creation and monitoring of project scope, timeline, budget, and deliverables while meeting the needs and expectations of colleagues and customers • Drive projects to completion by overseeing, managing, assisting, or executing project activities, workstreams and/or deliverables • Identify, quantify, and prioritize enterprise value improvement opportunities and solutions • Manage associates and consultants through data gathering and analysis and perform the technical QA of work done by the team • Utilize various project management tools and best practices such as Gantt Charts, budget, risk assessment, work breakdown structures, RACI’s etc. • Develop high-quality written deliverable documents • Demonstrate knowledge in industry and technology trends, enterprise applications, ERP platforms, cybersecurity risks, and digital transformations • Clearly communicate vision of what “state of the art” looks like across technology systems, processes, and operating models • Assist in TriVista practice development through the identification, development, and rollout of standard tools, templates, and methodologies • Conduct independent research to support fact-based analysis and informed experienced-based qualitative assessment • Lead client assessments and transformation technology initiatives focused on enterprise applications, ERP platforms, systems architecture, cybersecurity, technology risk, and IT organizational effectiveness • Support post-merger integration initiatives, particularly as they relate to enterprise systems, ERP, cybersecurity, and technology integration • Translate technical findings into practical business recommendations that improve performance, reduce risk, and support enterprise value creation • Collaborate with team members in other practices to ensure relevant and important project information is shared efficiently and effectively • Manage daily client relationships and interaction including responding quickly to emails, remediating risks & issues, and presenting check-ins & final deliverables • Assist firm business development through the creation of work-plans, pricing estimates, and risk assessments as requested • Mentor and lead teams of consultants and associates through project engagements as well as internal growth opportunities

• support Business Development and Practice Leadership in preparing for client meetings by assembling and creating sales materials, including capability decks, proposal drafts, and statements of work (SOWs), and redacted reports • coordinate internal team’s responses to RFPs and proposals • ensure sales materials comply with firm branding, confidentiality, and document retention standards • support NDA processing, signature workflows, and other administrative activities to help move opportunities through the pipeline • maintain accurate and up-to-date data within the CRM system, including contacts, accounts, opportunities, and projects, and project close out • manage repositories and version controls for proposal content, boilerplate language, pricing tools, and reusable sales materials and follow document retention processes • collaborate with Salesforce Administrator to create and refine CRM dashboards, reports, and analysis to monitor KPIs such as win rates, pipeline velocity, cross-sell, outreach opportunities • facilitate client gifts and recognition activities • create, document, and improve business development and sales support processes • research clients, prospects, industries, and decision-makers, and prepare background materials to support business development meetings and outreach efforts • partner with the Business Development Associate to support outreach (emails & calls), follow-up communications, and scheduling of discovery calls and sales meetings, and supporting CRM maintenance • coordinate meetings and video calls for Business Development and Practice Leadership with clients and prospects, while tracking outreach activity and key accounts in the CRM system • maintain and organize current versions of sales collateral and business development materials (library with version control) • support Business Development Leadership in the preparation and execution of key account planning initiatives • track key market activities from target clients and competitors including announcements of deals closures or corporate mergers/divestitures • assist with onboarding and training new employees on CRM and business development tools and processes

• Support project teams with project setup and kick-off, coordination, execution, and close-out activities • Coordinate schedules, meeting cadence, and logistics for project teams, client sessions, trainings, and internal team events • Manage Salesforce opportunities, projects, resource planner, and case studies • Coordinate and support the administrative and operational aspects of client engagements from initiation through closeout • Assist with proposal development, project setup, scheduling, document management, meeting coordination, and project completion documentation • Track deliverables, milestones, deadlines, and follow-up items to help keep engagements on schedule • Support business development efforts through assisting with the preparation of proposals, presentations, meeting logistics, and follow-up coordination • Perform other duties and responsibilities as required, assigned, or requested

• Responsible for all aspects of client management and project execution, from scope development, leading a diagnostic phase, through the development of the planning phase and delivery of the implementation • Accountable for the quality of client engagement deliverables through effectively leading project teams to ensure exceptional performance • Manage daily client relationships and interaction including responding quickly to emails, remediating risks and issues, and presenting check-ins and final deliverables • Lead TriVista engagements day to day through the creation and monitoring of project scope, timeline, budget, and deliverables while meeting the needs and expectations of colleagues and customers • Drive projects to completion by overseeing, managing, assisting, or executing project activities, workstreams and/or deliverables • Establish trusted advisor relationships with senior client management during engagements • Develop practical and actionable recommendations for the client while providing a strong foundation for and driving potential follow-on work • Lead project teams through data gathering and analysis and perform the technical QA of work done by the team • Drive the development/enhancement of TriVista’s methodologies and approaches to client delivery • Identify, quantify, and prioritize enterprise value improvement opportunities and solutions • Provide subject matter expertise across functions • Utilize various project management tools and best practices such as Gantt Charts, budget, risk assessment, work breakdown structures, RACI’s, etc. • Effectively communicate TriVista tools and methodologies through the use of case studies and prior experiences

• Support engagement teams serving PE and portfolio company clients across various industries, while demonstrating executive presence with PE clients and C-level management teams • Provide service excellence by identifying key client business issues and providing advanced analytics to solve client problems • Develop high-quality written deliverable documents • Support the development and presentation of proposals for business development activities • Perform other duties and responsibilities as required, assigned, or requested