• Manage account configurations for prospective customers, ensuring customers roll out product features correctly. • Own a book of business of new leads, being the main point of contact for leads through the sales and onboarding process. • Serves as a subject matter expert on all products and delivers confident instructions that educate and enable new users, illustrating the benefits of certain features, effectively communicating value to customers, and instilling confidence and belief in their account configuration. • Handle communications with assigned sales leads through email and scheduled calls (Zoom). • Bring your own personality to develop rapport and meaningful relationships with businesses, building connections and gaining trust. • Collect product feedback from businesses and share it with the relevant teams. • Be proactive in self-education when product updates are released. • Manage the customer's business challenges and present clear, ROI-driven strategies. • Help customers set up and manage integrations with accounting systems like NetSuite, QuickBooks, or Xero. • Take responsibility, initiative, and coordinate internally to ensure support is always covered. • Understand the product, its value, and keep up to date with evolving features/company changes. • Conduct training sessions and Q&As with admins and decision makers. • Help set the standard for best practices by selling new products and features successfully, providing the foundation for team-wide scaling.

• Configure, train, and deploy products within the Agilent Software portfolio • Schedule, prepare for, and conduct meetings with customers that are adopting Agilent Software • Communicate timelines to customers and identify any challenges that may interrupt adoption and deployment • Post go-live support • Communicate cross functionally to ensure a smooth deployment • Submit any bugs or feature enhancements • Host user webinars to increase adoption and usage • Document the status of the customer using the Customer Success platform • Participate in regular team meetings • Ability to think outside the box and propose creative solutions

• Serve as the primary point of contact throughout the onboarding lifecycle. • Partner effectively with Sales, Derivatives Legal Counsel, Credit, Operations, KYC, and Compliance teams. • Address documentation questions and resolve issues proactively. • Request, collect, review, and process all regulatory and derivatives documentation. • Collaborate closely with Derivatives Legal Counsel on negotiated items. • Coordinate with KYC teams to verify Beneficial Ownership and entity classification. • Maintain and update client profile in approved systems. • Monitor onboarding metrics including KRIs, SLAs, and KPIs. • Identify opportunities to streamline onboarding processes. • Support documentation remediation initiatives.

• Manage the end-to-end onboarding process from approved applicant to first completed job. • Guide drivers through documentation, background checks, training, and app setup. • Ensure drivers clearly understand expectations, policies, and service standards. • Verify driver documentation and onboarding requirements for accuracy and completeness. • Ensure onboarding processes meet safety, quality, and compliance standards. • Identify friction points in the onboarding journey and implement improvements. • Work closely with Driver Acquisition to improve funnel handoffs.