• Connect with clients to understand their goals, preferences, and timelines • Provide thoughtful recommendations, updates, and consistent follow-ups • Coordinate scheduling, confirmations, and important service details • Monitor progress to ensure accuracy and timely completion • Deliver professional, friendly support that reflects a high standard of service

• Develop deep expertise in the Icertis product, including system configuration, troubleshooting, and solution design. • Support the development of automation capabilities to accelerate and optimize system configuration activities. • Own configuration and deployment tasks for assigned projects, ensuring high‑quality, defect‑free deliverables. • Build strong skills in data mapping, data transformation, report creation, and report modification. • Bring fresh perspectives to help streamline and optimize Professional Services processes, methodologies, tools, and templates. • Identify operational inefficiencies and propose actionable, scalable solutions to improve productivity. • Independently manage internal initiatives, delivering expected outcomes within defined timelines. • Collaborate closely with Professional Services team members to conceptualize and design best‑in‑class solutions. • Actively participate in requirements gathering and functional design sessions; work cross‑functionally with Engineering, Quality Assurance, and Support throughout the implementation lifecycle.

• Comfortable with Microsoft Excel and working within Excel spreadsheets. • Costing of all components of architectural, site, mechanical and electrical construction utilizing pricing manuals as well as industry accepted techniques and methods. • Travel in and out of state as necessary to complete site inspections and meet with clients. • Analyze applications for payment and other cost summary or budget information. • Skillfully working with various computer spreadsheet and estimating software programs. • Generation of computer reports including incorporation of costs details, references, and summaries of technical construction data. • Receive and review asset costs and study requirements with managers and staff. • Meet client deadlines. • Learn applicable tax code and regulations as it pertains to the industry. • Acquire the skills needed to complete reports with minimal supervision. • Maintain technical expertise in various tax areas related to industry specialization.

• Comfortable with Microsoft Excel and working within Excel spreadsheets. • Costing of all components of architectural, site, mechanical and electrical construction utilizing pricing manuals as well as industry accepted techniques and methods. • Travel in and out of state as necessary to complete site inspections and meet with clients. • Analyze applications for payment and other cost summary or budget information. • Skillfully working with various computer spreadsheet and estimating software programs. • Generation of computer reports including incorporation of costs details, references, and summaries of technical construction data. • Receive and review asset costs and study requirements with managers and staff. • Meet client deadlines. • Learn applicable tax code and regulations as it pertains to the industry. • Acquire the skills needed to complete reports with minimal supervision. • Maintain technical expertise in various tax areas related to industry specialization.