• Act as the operational owner and business driver for all Vendor Management System (VMS) integrations — holding Product and Engineering accountable for reliability, scalability, and roadmap prioritization • Translate operational pain points, edge cases and invoicing requirements into clear product requirements; maintain a living view of integration gaps and their business impact • Evaluate and define the right long-term integration vision • Design the policy framework that governs enterprise operations and commercial term requirements with customers — including payment release controls, exception handling protocols, and escalation paths • Partner with GTM and Finance on how VMS growth is modeled, scoped, and operationalized — ensuring new VMS customers are set up for clean execution from day one • Own the rebuild of WorkWhile's VMS processes in partnership with the data science team and Finance — covering timesheet matching, worker identity, break/pay rate validation, and exception handling – which are the primary drivers toward accurate invoices sent to customers for collections • Define and maintain the data quality standards and audit trails required for clean invoicing and payment • Lead and develop a team executing day-to-day VMS workflows • Define an automation roadmap, translating manual workflows into product requirements and advocating for Engineering prioritization, allowing the team to shift towards higher leverage activities • Establish the metrics, dashboards, and operating cadence that give leadership clear visibility into VMS channel health

• 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.