• Communicate and drive activity to develop new and cultivate existing partnerships within our institutional and business to business channels including advisors, wholesalers, DCIO & clients. • Leads sales initiatives for advisors and centers of influence for assigned states and direct sales (i.e. desk to desk opportunities) • Conducts sales and product presentations to all intermediaries. • Provide coaching and guidance to overall Sales Team • Work to continuously develop market knowledge and understanding to drive activity to help support the business plans of our sales consultants. • Help coordinate, support and facilitate advocacy for local industry events to expand relationship building, increase education, share knowledge, and drive new business. • Leverage FuturePlan’s investment in innovative and best in class tools, resources, training, and industry expertise to manage business opportunities and increase proposal activity to expand our brand and services among our business communities • Support the Sales Consultant team by enhancing productivity and accessibility to positively influence overall sales effectiveness by establishing a model of proactive engagement with influencers. • To help measure, monitor and support progress toward business development initiatives in assigned territories and assist in meeting sales goals by collaborating and developing business plans to help identify and drive critical activity. • To help create and facilitate the delivery of proposals to required parties. • To help update and manage the sales lifecycle of the business pipeline. • To help interpret trends, monitor campaigns, promotions and help focus activity accordingly within our advisor channels. • Help provide plan design consultation support and be able to identify areas of opportunity for business partners to close more business. • Partner with onboarding team to enhance the customer experience during the sales process at various stages including paperwork, client documentation, and plan design consultations to help efficiently bring in new plans. • Performs other duties and special projects as assigned. • To develop an increased knowledge of Retirement Plans, plan design and our industry through continued training. • Efficiently use all internal systems, resources and tools including: Outlook, Word, PowerPoint, Excel, Internet, CRMs, resources and technology. • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.

• Research target institutions, programs, and stakeholders to understand organizational structure, incentives, and buying dynamics before outreach • Initiate outbound conversations via phone, email, LinkedIn, and other channels to engage the right stakeholders • Lead early conversations that diagnose institutional readiness, outcome alignment, and fit - not just interest • Develop, test, and refine messaging tailored to different buyer personas (career services, program leadership, senior administrators) • Challenge prospects respectfully when their current approach is unlikely to drive real employment outcomes • Disqualify misaligned prospects confidently and professionally • Maintain and nurture a focused book of prospects with thoughtful follow-up and relevant insights • Run structured outreach experiments across messaging, channels, and timing; analyze results and apply learnings • Maintain clean, accurate records in the CRM to support prioritization, follow-up, and learning • Collaborate closely with Sales, Marketing, and Customer Success to share market feedback and improve how we engage the market • Stay informed on trends in hiring, higher education, and AI to engage prospects with credible, relevant insight

• Manage, mentor, and motivate a team of BDRs. Conduct weekly 1:1s, call shadowing, and sequence reviews to ensure consistent performance. • While we have a well-defined sales motion, you will work to continuously expand and adapt our strategy. You will refine scripts, email templates, and outreach cadences to improve conversion rates. • Partner with our talent team to interview, hire, and onboard new BDR talent as we scale. • Own the outbound top of the funnel. Ensure the team hits attainable quotas for qualified opportunities to feed our AEs. • Monitor key metrics (calls, emails, connection rates, meetings booked) to identify friction points and areas for improvement. • Build a culture of learning and growth. You will help BDRs develop the skills necessary to eventually transition into AE or other relevant roles. • Collaborate with Marketing to provide feedback on lead quality and with Sales leadership to ensure a smooth handoff of qualified opportunities.

We're growing rapidly and are seeking a Software Asset Management Analyst – ServiceNow to join our CGI team! This position can be located remotely anywhere in the US; however, the preferred location would be a commutable distance to any US CGI office, a hybrid working model is acceptable. CST working hours will be required! We're a close-knit team that has access to global resources. You'll have the opportunity to explore a wide range of industries, technologies, and geographies, all while enjoying the personal touch that our local operating approach offers. Growth at CGI is driven by your goals where you're empowered to chart your own path. How you'll make an impact . Manage software licenses for major publishers (Microsoft, Adobe, Autodesk, Atlassian, Figma, Smartsheet, etc.) . Perform compliance audits, create software models, entitlements, and reconcile procurement data . Define and document SAM processes and SOPs for governance and lifecycle management . Create process documents and design process diagrams using Microsoft Visio (Web version) . Process standard/non-standard software requests; reclaim unused licenses and allocate via publisher portals . For non-standard requests: Categorize products as free or paid through detailed research; if paid, coordinate with procurement for license purchase, then publish in ServiceNow catalogue and create entitlements . Maintain ServiceNow software catalogue . Execute license revocation for EU and NA regions . Configure software models, contracts, and entitlements; utilize License Workbench for dashboards and compliance tracking . Generate Effective License Position (ELP) reports and analyse usage trends for cost optimization . Collaborate with HR, procurement, IT teams, and external vendors to align software usage with policies . Drive automation and process improvements within ServiceNow SAM Pro . Prepare monthly SAM performance decks and conduct knowledge-sharing sessions on best practices . Conduct and drive meetings with stakeholders to review SAM performance, compliance, and optimization initiatives . Maintain and track SAM Action Item Tracker; prepare and circulate MoM for governance . Initiated cost-saving activities by reclaiming unused licenses, optimizing allocations, and reducing unnecessary software spend What you'll bring . 3+ years of experience as a Business Analyst with a strong focus on Software Asset Management (SAM) and ServiceNow . ServiceNow SAM Pro (License Workbench, dashboards, reporting) . SAM Reporting: ELP, usage analysis, installation vs allocation . Publisher License Models: Microsoft, Adobe, Autodesk, Atlassian etc. . Audit & True-Up, Microsoft MLS report processing . Vendor coordination and procurement support . Process documentation & diagrams (Microsoft Visio), advanced Excel . Discovery data analysis (SCCM, Qualys, ACC) . Cost optimization & compliance governance . Strong analytical and problem-solving abilities with the ability to interpret complex data sets . Exceptional technical writing and documentation skills . Excellent communication and interpersonal skills, with the ability to collaborate across teams . High attention to detail and strong organizational skills Minimum Education Required: Bachelor’s degree (other relevant certifications in lieu of degree) Other Information: CGI is required by law in some jurisdictions to include a reasonable estimate of the compensation range for this role. The determination of this range includes various factors not limited to skill set, level, experience, relevant training, and licensure and certifications. To support the ability to reward for merit-based performance, CGI typically does not hire individuals at or near the top of the range for their role. Compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for this role in the U.S. is $88,200.00 - $198,200.00. CGI's benefits are offered to eligible professionals on their first day of employment to include: . Competitive compensation including profit participation program . Comprehensive medical, dental, and vision benefits . Basic life and accidental death & dismemberment insurance . Matching contributions through 401(k) plan, and CGI share purchase plan . Flexibility and paid accrued vacation leave, ranging from 10 to 20 days per year, based on job level, years of relevant prior experience, and years of service . 10 paid holidays per year . At least 80 consecutive hours of paid sick/safe leave (except where applicable state/local law requires more) . Paid parental leave, ranging from 20 to 70 consecutive business days based on circumstances of leave and applicable laws . Bereavement leave, ranging from 1 to 7 days per year based on relationship. . Paid jury duty leave, up to time summoned . Learning opportunities and tuition assistance . Wellness and Well-being programs For more detailed information about our benefits offerings visit Benefits | CGI Careers Please note that the benefits listed above are subject to change based on the specific terms and conditions of the contract being supported. CGI CSG anticipates accepting applications for this position through 2026-2-27. #LI-RS2 Analytical Thinking Asset Management ITIL ServiceNow License Management Together, as owners, let’s turn meaningful insights into action. Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because… You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction. Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise. You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons. Come join our team—one of the largest IT and business consulting services firms in the world. Qualified applicants will receive consideration for employment without regard to their race, ethnicity, ancestry, color, sex, religion, creed, age, national origin, citizenship status, disability, pregnancy, medical condition, military and veteran status, marital status, sexual orientation or perceived sexual orientation, gender, gender identity, and gender expression, familial status or responsibilities, reproductive health decisions, political affiliation, genetic information, height, weight, or any other legally protected status or characteristics to the extent required by applicable federal, state, and/or local laws where we do business. CGI provides reasonable accommodations to qualified individuals with disabilities. If you need an accommodation to apply for a job in the U.S., please email the CGI U.S. Employment Compliance mailbox at US_Employment_Compliance@cgi.com . You will need to reference the Position ID of the position in which you are interested. 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CGI will consider for employment qualified applicants with arrests and conviction records in accordance with all local regulations and ordinances. CGI will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with CGI’s legal duty to furnish information.