• The Senior Consultant coordinates and leads project teams of internal consultants, advisors, and growth professionals, overseeing the delivery of traditional and transformational human experience consulting, strategic support, and projects across multiple clients. • Management of interdisciplinary teams, design of statistical, financial and operational analyses, quality control, development and presentation of client deliverables, management of existing client relationships, industry research, and expansion of business. • Provides expertise and analysis with active role in executive interviews; responsible for creating and supporting executive summary content formation; and supports strategic roadmap based on client priorities. • Ensures successful collaborations with core client account team and/or internal business units to transition strategic recommendations into actionable improvement plans for ongoing client relationships. • Responsible for contributing and leading strategic internal innovation and collaborative projects to design, deliver and improve enterprise capabilities to meet and exceed perceived value with clients.

• Use of technological solutions - Ensure that the schools served adopt and use educational platforms and tools, promoting their integration into daily teaching practices. • Personalized and effective training - Deliver training sessions tailored to each school's needs, ensuring at least the targeted level of active participation and achieving a satisfaction rate above the target in feedback. • Prompt resolution of requests - Resolve technical requests within the established SLA, maintaining an active and accessible channel for ongoing support. • Develop strategic plans - Create and implement action plans specific to each school based on prior diagnostics and aligned with technological priorities. • Monitoring and impact analysis - Produce quarterly reports demonstrating improvements in the usability of the tools. • Continuous improvement and proactivity - Identify opportunities for technological improvements and innovations, implementing customized solutions to optimize results in the schools served. • Relationship building and retention - Establish trust-based relationships with schools, ensuring active engagement and achieving satisfaction metrics above target in service interactions. • Alignment with organizational strategies - Actively participate in meetings and internal planning to ensure actions and deliverables align with organizational objectives and contribute to overall results.

• Serve as a key point of contact for vendors, contractors, utility partners, and internal teams, building strong, trust-based relationships that support program participation and success. • Support onboarding, training, and ongoing engagement of vendors and contractors, ensuring understanding of program requirements, processes, tools, and incentives. • Advance projects through proactive communication, coordination, and follow-up, helping trade allies move from opportunity identification through project completion. • Conduct outreach and education efforts, including presentations, trainings, and events, to promote program offerings and increase participation. • Assist with the development and distribution of vendor-facing program communications and marketing materials, including program updates, emails, and educational resources. • Assist with application support, project tracking, documentation, and issue resolution to keep projects on schedule. • Monitor project and program activity, maintain project tracking and databases, and support reporting on participation, performance, and key milestones. • Collaborate cross-functionally with program management, engineering, outreach, and data teams to support program goals and continuous improvement. • Adapt to changing program needs, market conditions, and client priorities while maintaining a high level of customer service and partner satisfaction. • Other duties as assigned.

• Support a Senior Consultant with all aspects of annual plan administration. • Perform census scrubs, payroll/data reconciliations, and year-end data reviews. • Prepare and/or assist with annual compliance testing, including ADP/ACP, Top Heavy, 410(b), 415, and other nondiscrimination testing. • Assist with preparation and review of valuation reports and participant statements. • Prepare draft Form 5500 filings and gather supporting documentation. • Communicate with clients regarding data needs, deadlines, and follow-up items in a professional and timely manner. • Assist with participant distribution and loan requests by coordinating with the Operations and Participant Support teams. • Research plan provisions, document requirements, and regulatory questions under the direction of a Senior Consultant. • Maintain accurate records and workflow updates within internal systems. • Stay current on ERISA, IRS, and DOL regulations through internal training and self-study. • Support auditors for plans subject to annual audit by preparing requested documents and schedules. • Collaborate with internal teams to ensure smooth processing of contributions, payroll updates, and compliance items. • Other duties as assigned.