• Lead and oversee the work of consulting teams to ensure successful project execution. • Ensure best practices are applied in shaping the vision, strategy, and implementation of Epicor’s professional services. • Evaluate the profitability and risks of each engagement, recommending solutions that meet client needs while maximizing profitability and minimizing project risks. • Track and communicate key business metrics, including utilization, revenue generation, client responsiveness, satisfaction (Net Promoter Score), and employee development. • Act as the primary escalation point for professional services and implementation issues at a senior level. • Collaborate within Epicor to ensure professional services operations are in alignment with company objectives and client expectations. • Guide and mentor team members to ensure on-time, on-budget project delivery, while maintaining the team's chargeability. • Participate in high-level status meetings at client sites, including Stage Reviews and Kickoffs. • Influence pre-sales activities such as presentations, services planning, proposal preparation, and work planning. • Create and manage career development plans for consultants, tracking their progress and completion.

• Own and administer ERPA’s Contract Lifecycle Management (CLM) platform, Evisort (Workday CLM), including system configuration, contract ingestion, metadata management, workflows, and ongoing optimization. • Review, negotiate, approve, and execute Non-Disclosure Agreements, Teaming Agreements, supplier contracts, customer contracts (MSA & SOW based on criteria), etc. • Review request for proposal (RFP) terms and conditions for each proposal effort to assess potential financial and business risks • Participate in proposal pricing reviews • Create a contract management system internally to ensure standardized practices and naming conventions for efficient tracking of contract information including periods of performance, renewal, modifications, and adherence to contract-specific terms, conditions, and deliverables • Review, negotiate, and forward contracts for final signature to CFO • Investigate and address contract issues • Assess potential conflicts of interest • Customer engagement activities to provide for proper compliance such as reporting • Ensure compliance with relevant company policies and processes • Perform analysis and provide profitability tracking on each contract • Make decisions using sound judgment while complying with policies, procedures, appropriate principles, and applicable state and federal laws and regulations • Assist the CFO on projects as needed • Oversee, manage, and ensure compliance/reporting for contract vehicles and cooperative purchasing agreements • Partner with Sales Operations to ensure alignment across sales, delivery, and finance.

• Support and manage all US benefits programs. • Partner with leadership to evaluate benefits strategy and recommend enhancements aligned with talent attraction, retention, and engagement. • Benchmark benefits against industry standards, particularly within tech, gaming, and regulated environments. • Oversee day-to-day benefits across the employee lifecycle. • Ensure accurate setup, maintenance and reconciliation of benefits within the relevant platforms. • Manage employee eligibility, enrolment files, and invoices with carriers and vendors. • Lead on the continuous improvement of benefit processes, documentation, and employee-facing materials. • Be the primary escalation point for employee benefits questions and issues. • Develop clear, engaging benefits communications, including plan summaries, guides, FAQs and enrolment materials. • Act as the primary relationship manager for internal stakeholders, benefits brokers, carriers, and third-party administrators. • Lead annual benefits renewals partnering with internal stakeholders. • Monitor vendor performance against SLAs and proactively resolve issues. • Ensure full compliance with all applicable US federal and state benefits legislation. • Manage required filings, notices, disclosures, and reporting.

• Oversee core finance data platforms and accounting systems • Design, test and deliver enhancements to existing products • Define and enforce data quality standards, security controls, and compliance requirements • Serve as main interface between finance and business partners • Lead integration of finance platforms with upstream/downstream systems • Plan and execute platform enhancements and migrations