• Lead project scoping: Gather and define project requirements, Understand client workflows and business goals, Elicit and comprehend use cases, Learn existing technical and data infrastructure, Conduct gap analysis between application and stated customer requirements, Set expectations • Think strategically to define solution recommendation: Collaborate with Architects and Developers, Estimate project impact (resources / hours), Document recommended solution, Support client team with presentation and review process • Maintain Documentation: Draft requirements documents/functional specifications, Update changes throughout the project lifecycle, Author and manage tickets for internal communication • Contribute to successful execution and QA: Serve as internal SME on the solution, Collaborate with development, QA and production support teams through project lifecycle, Proactively identify and address project risks, Support QA and UAT to ensure requirements are met • Other responsibilities: Become a product expert, Manage multiple competing priorities through effective organization and communication, Recommend and institute best practice and methodology and tools, Provide guidance to client success team on technical capabilities, staffing and infrastructure needs

• Advise colleges and universities on the effective implementation, configuration, and optimization of financial aid management systems. • Ensure compliance with federal and state regulations, streamline operations, and enhance the student financial aid experience through technology-driven solutions. • Lead or assist with implementing and/or configuring financial aid management systems (e.g., Ellucian Banner, Oracle PeopleSoft, etc.). • Configure system parameters to align with institutional policies and Title IV regulations. • Manage data conversions, integrations, and testing between the financial aid system and related platforms. • Conduct needs assessments to identify process gaps and opportunities for automation. • Advise on best practices for packaging, disbursement, verification, and reconciliation workflows. • Develop documentation, process maps, and configuration guides to support consistency and efficiency. • Train institutional staff on system use, reporting, and regulatory compliance. • Create user guides, training materials, and reference documentation. • Provide ongoing functional and technical support, troubleshooting, and optimization. • Ensure institutional financial aid operations meet Department of Education and state agency regulations. • Interpret new regulatory requirements and advise clients on necessary system adjustments. • Assist institutions with audit preparation, reconciliations, and compliance reviews. • Develop custom reports and dashboards for financial aid tracking, compliance, and performance analysis.

• Package applications for deployment using tools like AdminStudio, PSAppDeployToolkit, or equivalent • Customize and tailor application packages to meet organizational standards and user requirements • Manage and deploy application packages through SCCM, Intune • Monitor and troubleshoot delivery failures to ensure seamless operations • Implement and manage application virtualization technologies to optimize resource usage and enhance compatibility • Maintain and troubleshoot virtualized applications to ensure stability and performance • Maintain and update application packages with the latest versions and patches • Ensure application packages comply with security and compatibility standards • Conduct thorough testing of application packages in various environments to ensure reliability and performance • Create and maintain detailed documentation for application packages, deployment processes, and troubleshooting procedures • Collaborate with cross-functional teams to gather application requirements and deployment needs • Provide technical support to resolve application packaging and delivery issues

• integrate requirements traceability across multiple programs primarily linked to software development and associated tools • work with Sherpa 6 software development team • support customer requirements documentation, requirements traceability, and program risk identification and tracking • facilitate programs in the areas of design, development, and integration of technologies in systems fielded to warfighters