• Manage all aspects of ESOP plan administration, including: • Recordkeeping • Compliance testing • Distributions and loan processing • Governmental and regulatory reporting • Serve as the primary point of contact for high-profile clients • Lead, mentor, and support a team of ESOP Consultants • Ensure accuracy and compliance across client engagements • Solve complex plan-related technical issues • Maintain professional and proactive relationships with clients and internal teams • Support ongoing process improvements and best practices

• Oversee the administration of complex ESOPs • Supervise a team of administrative consultants and/or ESOP Managers • Serve as the escalation point for difficult plan administration and compliance issues • Provide consultative services to clients on ESOP regulations • Build strong, proactive relationships with clients • Mentor and train team members • Identify and lead initiatives to improve administration processes • Contribute to the development of ESOP best practices • Participate in strategic planning and performance evaluation meetings

• Compile, monitor and maintain sales data • Track and report lead generation activities for sales associates • Create PowerPoints for Sales presentations • Maintain Sales Associates weekly data on sales activity • Work effectively within a CRM • Handle event coordination and collection of marketing materials • Organize sales packages for community liaisons • Ensure that the proper marketing and approved brochures and supporting documents are available for meetings/events • Manage customers’ pre-orders and new orders within our system • Handle inventory management for office supplies and marketing material • Handle scheduling of general maintenance and organization of the assigned location • Manage schedules for the assigned location • Provide support to sales staff as needed • Assist with special projects as requested • Create and manage the office workflow • Work effectively with other departments within the company to complete tasks or projects

• Provide all forms of contract-related support through all phases of the contract lifecycle • Partner with a variety of key business stakeholders throughout the company • Support team of attorneys working in a fast-paced environment on R&D, clinical trial and related agreements • Complete templates to create initial agreement drafts based on intake forms • Incorporate attorney comments into drafts and conduct final review of drafts prior to sending them to the other party • Track contracts from intake, drafting, negotiation, approval and execution • Manage draft control, running comparison of every round of negotiations and saving all drafts to working files • Route contracts through the company’s required approvals process and facilitate electronic execution and finalization • Perform routine follow-up on contracts in the negotiation process and attend weekly update meetings with clinical and operations teams • Upload contracts and input relevant data into Company’s contract management repository • Monitor, triage, and process group email inbox used for contract requests and questions • Respond to questions and direct inquiries regarding contracts and other matters. • Create and maintain contract reports. • Adhere to Standard Operating Procedures (SOPs).