UFS Tech

• Serve as escalation point for Analysts; provide guidance and document complex resolutions • Coordinate project implementations including scheduling, vendor coordination, and quality oversight • Advise clients on configuration best practices and emerging technologies • Perform quality assurance processes on projects, tasks, and service requests • Investigate and resolve complex client infrastructure, endpoint, and application issues • Identify product, service, and process weaknesses and recommend improvements • Create and maintain knowledge base articles for complex and escalated issues • Provide detailed, accurate service request and project documentation at every step • Mentor Analysts and contribute to their technical development through the Navanta Mentorship Program • Participate actively in team standups, knowledge shares, and retrospectives

• Partner with Sales to ensure opportunities and quotes in Salesforce are structured correctly prior to contract execution, including products, pricing, term dates, and special terms. • Review contracts, statements of work (SOWs), schedules, and amendments for completeness and alignment with approved deal structures. • Maintain company standard contract templates and work with various teams to draft new contract terms as needed. • Coordinate contract execution (e.g., DocuSign) and confirm all required documents are fully executed before downstream handoff. • Maintain Salesforce as the single source of truth for contract status from signature through implementation, go‑live, billing, amendments, and renewals. • Ensure contract lifecycle milestones (signed, in implementation, live, billing active, renewal pending) are correct and managed in a timely fashion in Salesforce. • Create and maintain billing reports and other key reports in Salesforce. • Manage the formal handoff from Sales to Implementation, ensuring implementation teams receive complete and accurate contract details and dependencies. • Validate that implementation start dates, milestones, and deliverables align with contractual terms and billing triggers. • Partner with Finance and Accounting to ensure contracts are billable as structured, including pricing, quantities, billing frequency, and start dates. • Confirm billing readiness prior to invoice generation and support resolution of billing questions tied to contract terms. • Support revenue recognition, renewals, amendments, contract changes and terminations by ensuring Salesforce data reflects current contractual reality. • Manage contract amendments, additions, pricing changes, and scope modifications, ensuring changes are properly documented and reflected in Salesforce. • Track renewal dates, notification periods, and auto‑renewal terms in Salesforce; support renewal workflows in coordination with Sales and Finance. • Maintain organized contract repositories and ensure historical contract data remains complete, compliant, and accessible.