• Partner closely with the founders to develop and execute integration and operational plans for both new and existing member firms • Manage multiple initiatives simultaneously, align stakeholders, communicate priorities clearly, and deliver against defined timelines • Own planning and execution of post-close integrations, particularly during the first three to six months following an acquisition • Provide ongoing project management and execution support to existing member firms beyond the initial integration period • Continuously refine and expand Windsor Path’s integration and operating playbooks

• You’ll be in charge of a large team of talented Engineers, Area Managers & Regional Managers, driving the installation of green tech. Your goal is to make sure every install is smooth and professional, leaving our customers thrilled with their experience. You don't need to have experience managing field-based teams, what we really care about is a genuine passion for leading people, a fantastic understanding of our Octopus ways of working and the passion to delight our customers. • Our customers are the core of what we do. You’ll work closely with other teams to ensure that every install reflects our high standards of customer care. If something goes wrong, you’ll jump in, figure it out, and make it right. • You’ll be more than a manager - you’ll be a mentor, helping your team grow and coaching them to be their best. • As we grow, so will the scale of our operations. You’ll design and refine installation processes, making sure we’re working efficiently and keeping standards high continuously. • You’ll oversee the day-to-day operations, ensuring everything runs smoothly, safely, and on time. That means tackling scheduling, workforce planning, and making sure health and safety protocols are always followed, allowing us to be the best we can be for our customers

• Manage High-Volume Operational Queues: Resolve a high volume of daily customer emails and operational cases through internal case systems, including account updates, asset transfers, and account reviews. Success in this role requires strong focus, persistence, and the ability to maintain accuracy and professionalism while working through large case queues. • Execute Core Operations: Process ACH disputes and manage incoming mail and fax inquiries regarding asset transfer requests, asset verifications, and legal levies. • Facilitate Asset Movement: Process 3210 letter requests and partner with our Advisors team to facilitate customer outgoing asset transfers and incoming rollovers. • Enhance the Customer Experience: Assist customers with updating funding sources and resolving complex account inquiries, ensuring every interaction reflects Acorns’ mission. • Champion Account Security: Support the Risk team by investigating account unlock requests. You will verify documentation and use standard operating procedures, policies, and best judgment to decipher between fraudulent activity and false positives. • Balance Protection & Advocacy: Work to make the experience as smooth as possible for customers caught in false positive flags, while maintaining a rigorous defense to protect the firm and our customers from fraudulent losses. • Collaborate & Improve: Work closely with the Team Lead and cross-functional teams to identify bottlenecks and establish priorities for new tools and infrastructure.

The job profile for this position is Operational Support Senior Analyst, which is a Band 3 Senior Contributor Career Track Role. Excited to grow your career? We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply! Our people make all the difference in our success. Position Summary The Operations Senior Analyst supports leaders by analyzing data, creating reports, and improving systems and processes. This role helps track performance, audit data, support new hires, and lead process improvement projects. You will work closely with teams across multiple call center sites to support daily operations and business goals. Key Responsibilities - Create and maintain reports to track performance and service levels - Analyze data and provide clear recommendations for improvement - Support leadership with reporting, audits, and special projects - Audit and validate time sheets and operational data - Support new hire onboarding and system setup - Improve processes by identifying gaps and streamlining workflows - Prepare and review operational and financial documents - Monitor production targets and ensure controls are in place - Manage projects and support program implementation - Resolve non‑routine issues escalated from junior team members - Work independently while partnering with senior team members as needed Qualifications - High School Diploma or GED required - 2+ years of analytical, reporting, or technical experience preferred - Experience using Workday, Excel, PowerPoint, and databases required - Strong skills in data analysis, reporting, and systems navigation - Experience creating reports and using data to drive decisions - Prior experience as a Lead, Coach, or Supervisor role preferred - Strong organizational, time management, and attention to detail skills - Ability to manage multiple priorities in a fast‑paced environment - Comfortable working with changing priorities and limited direction - Proven project management and problem‑solving skills - Strong communication and relationship‑building skills If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload. For this position, we anticipate offering an hourly rate of 24 - 41 USD / hourly, depending on relevant factors, including experience and geographic location. This role is also anticipated to be eligible to participate in an annual bonus plan. At The Cigna Group, you’ll enjoy a comprehensive range of benefits, with a focus on supporting your whole health. Starting on day one of your employment, you’ll be offered several health-related benefits including medical, vision, dental, and well-being and behavioral health programs. We also offer 401(k), company paid life insurance, tuition reimbursement, a minimum of 18 days of paid time off per year and paid holidays. For more details on our employee benefits programs, click here. Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws.Please note that you must meet our posting guidelines to be eligible for consideration. Policy can be reviewed at this link. Qualified applicants with criminal histories will be considered for employment in a manner consistent with all federal, state and local ordinances.