• Support end-to-end benefit launch processes by preparing, populating, and tracking benefits templates in coordination with the Benefits Manager and vendors • Maintain and update the benefits Jira tracker, including creating tickets and logging progress across launch milestones • Coordinate document collection from vendors and flag incomplete or outstanding items to the Benefits Manager • Assist with QA checks prior to launch, including verifying benefit configuration in Deel Admin and reviewing enrollment data for accuracy • Prepare enrollment bulk upload files using Looker, apply correct filters, and remove duplicate records prior to submission to Engineering • Support the ingest ETL file creation process and ensure templates are ready ahead of payroll cutoff dates • Assist with post-launch tasks including invoice reconciliation, ingest validation, and enrollment checks • Track upcoming renewal dates and support timely initiation of the renewal process • Assist with preparation of renewal documentation, rate sheets, and vendor-facing materials under the direction of the Benefits Manager and Broker team • Update internal documentation including CKB articles, snapshots, and the GSC tracker with new rates and plan details • Support configuration updates in the EOR Benefits Configurator, including uploading client and employee snapshots and updating the invoice increase percentage • Help prepare client and employee communications using AI drafting tools, following established templates and processes • Assist in creating and managing surveys for client selection during open enrollment periods • Monitor and track continuous compliance ticket progress, flagging any outstanding items to the Benefits Manager • Assist with post-renewal tasks including invoice reconciliation, ingest validation, and enrollment checks • Maintain accurate and up-to-date records across shared drives, Jira, and internal trackers • Respond to standard employee and internal queries related to benefits, escalating more complex issues to the Benefits Manager • Support the preparation of talk tracks and enablement materials for Sales and CS teams • Assist with coordination across internal teams including GSC, PRM, Knowledge, Finance, and Engineering as directed • Contribute to lessons learned documentation following each launch or renewal cycle • Test AI chatbot to verify benefit information is captured correctly post-launch and post-renewal

• Manage incoming and outgoing contracts, ensuring accuracy and completeness • Prepare, track, and follow up on quotes and RFQs (Requests for Quotation) • Monitor project costs and maintain up-to-date quote tracking systems • Follow up on invoices and assist in chasing outstanding payments • Support basic scheduling and coordination of jobs and stakeholders • Provide general administrative support/scheduling across projects from approval to execution • Maintain organized records, documentation, and tracking systems • Identify inefficiencies and proactively improve workflows and processes

• Serve as the lead developer for PS Cloud initiatives, guiding solution design, defining technical standards, and partnering with business stakeholders to translate requirements into scalable solutions. • Hands-on experience in Certinia PSA configuration in configuring project, milestones, resource scheduling, time/expense, billing, and revenue forecasting. • Experience with Salesforce Flows, user role, field level security, automation rules, and reporting dashboards. • Maintain and govern PSA system data, ensuring accuracy in project records, resource allocations, and time tracking. • Possesses deep, hands-on implementation and configuration of core Certinia PSA modules, including projects, milestones, resource requests, assignments, and timecards. Drive continuous improvement of our PSA solution. • Leverage deep knowledge of the PSA data model, object relationships, and end-to-end services processes to architect and implement effective solutions. • Stay current with Certinia platform releases and proactively recommend the adoption of new features (e.g., Workspaces, Work Planner, Intelligent Staffing, Forecasting). • Utilize strong debugging, problem-solving, and analytical skills to resolve technical issues and maintain platform health. • Act as the primary point of contact for PSA-related questions, escalations, enhancements, and training. • Partner closely with Professional Services, Customer Success, and RevOps leaders to translate strategic business goals into scalable technical solutions. • Support UAT and change management activities for features and processes implemented.

• Administer and optimize Salesforce across Sales Cloud, Service Cloud, and Field Service (configuration, automation, data model, security) • Own security fundamentals: roles, sharing, permission sets, access reviews, and least-privilege design • Build and maintain scalable automation using Flow (and partner on LWC/Apex where appropriate), with disciplined testing and limit awareness • Manage the release lifecycle: sandbox strategy, regression testing, deployment coordination, and user communications • Diagnose and coordinate resolution for integration/data sync issues; create monitoring/reporting to detect problems early • Deliver analytics: report types, folder sharing strategy, dashboards, and self-service reporting patterns aligned to stakeholder needs • Drive adoption through enablement: in-app guidance, training assets, and change management aligned to global teams