• The Records Manager is responsible for the overall implementation and maintenance of NERC’s document management and record retention policies. • This role covers the process of managing and supporting the creation, maintenance and retention of records, and has a lead role in developing and implementing the document management strategy for the organization. • Lead the design, implementation, and maintenance of the company’s document management and records retention policies and related procedures, working closely with the IT department to ensure the deployment of necessary supporting technology and with the Legal department to ensure compliance with applicable internal policies and legal requirements. • Work with the Document Management Steering Committee and NERC management to ensure that the effective implementation of information management is aligned with the organization’s strategic goals and business performance needs. • Partner with Enterprise Risk Management to lead the planning and development of strategies for addressing NERC’s evolving information management needs, including adopting a data-driven, pro-learning and digital first culture. • Develop, implement, and maintain clear document management process/procedures, guidelines, and best practices that enable efficiencies, support adoption, and are compliant with applicable legal and regulatory requirements. • Conduct regular reviews of the effectiveness of the document management program to identify opportunities for improvements and any identified control weaknesses. • Work with the Communications and Training departments to brand and regularly communicate to the organization about the document and records management program. • Work with Human Resources and Training Departments to ensure ongoing education and training of company personnel on document management policies and procedures. • Provide management oversight of the Document Coordinators regarding the implementation and the company’s document management and records retention policies.

• Acquire new National Account clients in the foodservice industry through strategic prospecting and consultative selling methods. • Manage & Grow National Account portfolio by developing and delivering customer level annual sales plans. • Understand the impact of sales and financial decisions on the company & the national account’s P&L. • Execute existing contracts and own the renewal, solidify and expand existing customer relationships. • Cultivate and maintain effective business relationships with key decision makers (e.g., food safety, economic buyers, operations). • Collaborate with internal resources such as Marketing, R&D and the sales leadership team to define overall sales strategy, and to develop solutions responsive to the client’s business. • Apply restaurant research insights and trends to provide compelling solutions based on Sani Professional’s business strengths. • Through CRM, maintain customer and prospective customer profiles, document sales activities, maintain pertinent documents such as proposals, supply agreements, and profitability reports. • Perform all other duties as needed or required to maintain and grow profitable business within the assigned account base.

• Responsible for Person-centered Planning to develop an Individual Plan of Service • Provide on-going linking, coordinating and monitoring of services • Work full-time, Monday through Friday, 8:00 am to 5:00 pm • Requires travel including overnights, as part of the responsibilities

• Design & Evolve Global Benefits Strategy • Lead the research, benchmarking, design, and ongoing evaluation of benefits programs across the US, UK, and Canada. • Partner with brokers and external advisors to assess market trends, renewal strategies, and cost-containment opportunities. • Develop data-driven recommendations to enhance program competitiveness, employee engagement, and financial sustainability. • Analyze utilization trends, claims data, and participation metrics to inform strategic improvements. • Evaluate new benefit offerings and emerging market practices aligned with workforce needs and company growth. • Own End-to-End Benefits Administration • Oversee administration of all health, welfare, retirement, disability, leave, and ancillary benefits programs. • Manage eligibility, enrollments, life event changes, terminations, COBRA (where applicable), and global equivalents. • Lead annual open enrollment strategy and execution — including vendor coordination, system testing (Workday integration), communications, audits, and post-enrollment reconciliation. • Ensure seamless coordination with Payroll, Finance, and HRIS to maintain accurate deductions and reporting. • Oversee leave of absence programs across all countries, ensuring compliant administration of statutory and company-sponsored leave policies. • Lead Broker & Vendor Management • Serve as primary relationship owner for brokers, carriers, retirement providers, and third-party administrators. • Lead renewal negotiations and vendor performance reviews. • Establish service-level expectations and escalate complex issues to ensure high-quality employee experience. • Collaborate with vendors to ensure compliance with evolving regulatory requirements. • Ensure Compliance & Risk Mitigation • Ensure full compliance with federal, state, provincial, and country-specific regulations (including ERISA, HIPAA, ACA, UK statutory frameworks, Canadian provincial regulations, etc.). • Maintain and audit plan documentation, SPDs, contracts, and required notices. • Partner with Legal and external advisors to interpret regulatory requirements and mitigate risk. • Establish documented internal controls and audit procedures to ensure plan governance and operational integrity. • Financial Oversight & Invoice Management • Review, reconcile, and approve monthly vendor invoices; ensure accurate allocation by entity and cost center. • Partner with Finance on benefits budgeting, forecasting, accruals, and cost analysis. • Monitor total benefits spend and identify opportunities for cost optimization. • Analyze ROI of benefits programs and recommend adjustments based on utilization trends and cost performance. • Drive Operational Excellence & Automation • Identify and implement process improvements to enhance efficiency and reduce risk. • Partner with HRIS to optimize any partner integrations and reporting capabilities. • Develop and maintain SOPs, process documentation, and internal controls. • Enhance employee self-service tools and communications to improve overall benefits literacy and experience. • Deliver an Exceptional Employee Experience • Serve as the escalation point for complex benefits and leave cases. • Provide clear, accessible education and communications to employees across all countries. • Promote wellness and ancillary programs through internal engagement initiatives. • Ensure timely, professional resolution of employee inquiries.