• Own and manage a portfolio of consulting clients, ensuring delivery aligns with contracted cadence, scope, and outcomes. • Lead complex virtual and on-site consulting engagements with dealership executive leadership and department managers. • Diagnose operational, financial, and system utilization gaps across Sales, F&I, Accounting, Parts, Service, and Warranty. • Develop and execute tailored improvement roadmaps aligned to dealership objectives and CDK best practices. • Monitor, analyze, and publish KPIs demonstrating business impact and progress. • Act as a client advocate within CDK, coordinating with Product, Support, Sales, and Consulting leadership as needed. • Train, coach, and mentor Business Process Consultants.

• Serve as a process and systems leader with deep ownership of how partner strategy is operationalized across tools, workflows, and data models • Propose and lead initiatives to implement new processes and optimize existing technologies and methodologies that enhance GTM experience and simplification • Partner with cross-functional stakeholders to understand business needs, translate them into technical solutions, and handle intakes and troubleshooting in a timely manner • Lead the end-to-end implementation, evolution, and optimization of Salesforce PRM, ensuring it supports current and future partner motions in collaboration with onshore and offshore teams • Build and lead a high-performing team focused on professional development, collaboration, and driving innovation in the partner ecosystem

• Vendor Management • Manage IT vendor relationships, contracts, and service level agreements to ensure performance, value, and accountability. • Conduct regular vendor performance reviews and vendor risk assessments, driving continuous improvement and accountability. • Identify opportunities to reduce vendor sprawl and consultant dependency through standardization and strategic sourcing. • Identify, assess, and manage IT operational and vendor‑related risks, escalating issues as appropriate. • Support IT staffing plans, onboarding, and professional development initiatives.

• Provide comprehensive business operations, reporting, planning, and vendor-relationship support across the segment/division. • Support development of strategic goals and annual operating plans. • Manage special projects assigned by leadership, including cost-reduction analyses or efficiency assessments. • Consolidate and standardize analytical reporting across the business. • Complete Monthly Premium Reporting, including premium loading and reconciliation. • Serve as first-level service support for Mosaic partners, ACS, Dental, and Vision. • Join leadership in internal and external partner meetings; document discussion points and drive follow-up.