• Serves as a subject matter expert in retirement plan administration & compliance, providing specialized guidance and support to the firm’s sales and service consultants. • Responsible for consulting support on ERISA (and non-ERISA, when applicable) compliance, complex plan design, M&A transactions, amendments and restatements, 5500 reporting and varying other support for complicated plan structuring and client transactions. • Serve as a consultative resource to support MMA Retirement colleagues with plan compliance matters for both ERISA and Non-ERISA plans, collaborating with legal and compliance teams via a help-desk service model. • Provide technical expertise and support to sales and service representatives regarding plan design, compliance, and due diligence for private equity and M&A transactions involving institutional clients. • Develop and deliver webinars on retirement plan compliance topics for both internal colleagues and external plan sponsors. • Develop training materials for the professional development of field colleagues as it relates to qualified plan administration, compliance, and other relevant topics. • Draft external communication resources (e.g. thought leadership) for field use with clients and prospects on relevant topics. • Sales/Growth and project support related to the Retirement Plan Administration Consulting Center of Excellence. • Stay abreast of current market conditions, business and retirement plan industry trends, and legislative and regulatory changes to facilitate discussions with colleagues.

• Oversee all measurement and governance activities related to the 2026 Sales Incentive Program. • Ensure the Platform Science SFDC instance remains the trusted source for bookings, renewals, and incentive data. • Reconcile NetSuite and SFDC records, confirming that all closed/won opportunities are captured and tied to billings for PS Core Software and Partner Marketplace / VAS solutions. • Coordinate with Sales Ops to maintain opportunity hygiene and system integrity. • Lead quarterly governance reviews with Finance, Legal, and Sales leadership to validate data accuracy and address any open issues before payouts are processed. • Manage the monthly and quarterly commissions cycle, from data validation through statement distribution. • Produce and maintain ARR actuals, forecasts, and roll-forward reporting models. • Partner with Revenue Operations leadership on annual plan design, quota modeling, and incentive structure. • Build and maintain an auditable trail of plan versions, approvals, and payout records. • Identify and implement automation opportunities that streamline calculations and data handoffs. • Serve as a subject-matter expert for internal audits, policy interpretation, and exception handling.

• Build and own the global governance documentation management program • Create and maintain a SharePoint‑based central policy repository • Partner across all business functions to identify, author, organize, approve, publish, and maintain authoritative governance content (policies, procedures, standards, guidelines, charters) • Stand up and continuously improve an enterprise SharePoint Online repository for governance documents • Define and socialize the governance documentation framework • Partner with across Western Digital to identify required policies and process documentation • Work with document owners/SMEs to draft or update policies and procedures • Guide owners through approvals; manage publishing, review cycles, and controlled updates • Establish controls and documentation that meet internal audit, SOX, ISO/QMS, data governance, and security requirements • Create training, quick guides, and communications • Define KPIs and dashboards

• Own end-to-end architecture and scope for your projects, leading teams to design and deliver Azure solutions that meet agreed goals for value, security, scalability, reliability, performance, and cost. • Serve as the technical lead and subject matter expert on your engagements, guiding consultants and engineers so implementation stays aligned with the architecture and standards. • Apply sound engineering practices—clear interfaces, modular design, and testability—to produce reliable, maintainable solutions in your primary domain. • Provide architectural guidance throughout implementation, including design and pull-request reviews, shaping cloud patterns and guardrails and offering practical options to unblock teams. • Use AI tools to accelerate code, tests, documentation, and similar tasks, and share effective practices so they become repeatable gains for teams and clients. • Lead discovery and requirements sessions for your workstreams, clarifying scope, dependencies, and risks, and shaping a prioritized backlog with clear acceptance criteria tied to business outcomes. • Explain complex technical topics in simple, direct language for both technical and non-technical audiences, and consistently connect technical decisions back to client goals. • Build trust with managers and product owners, influencing priorities and roadmaps in ways that support the client’s long-term interests. • Enable teams to deliver with stable velocity and low defect rates by providing clear architecture, interfaces, and automation across build, test, and deployment, and by designing for incremental delivery with a clear Definition of Done. • Align multiple teams on shared outcomes, contracts, and integration points, ensuring dependencies are identified early, owned, and tracked through delivery. • Support effective Agile practices by ensuring the architecture and backlog structure enable incremental delivery, a clear Definition of Done, and data-informed course corrections based on telemetry and feedback.