• Design and implement secure and scalable Exchange hybrid environments • Lead Microsoft 365 migrations, with heavy emphasis on Email and tenant-to-tenant migrations • Execute third-party Email migrations from platforms like Google Workspace, Zimbra, and other IMAP platforms • Advise clients on identity architecture, including Entra ID, hybrid identity, and conditional access • Develop and execute PowerShell scripts and Microsoft Graph API calls for automation and reporting • Troubleshoot complex mail flow, hybrid configuration, and authentication issues • Collaborate with internal and client teams on architecture, documentation, and execution • Stay current on the Microsoft 365 roadmap and evolving best practices • Identify, scope, and refer opportunities for additional sales for Planet provided services and offerings

• Assist our travelers with best-in-class travel support through multiple contact channels: chat, call and email. • Maintain extensive supplier, destination and system knowledge. • Make quick and accurate analyses of customer needs, persona and level of urgency. • Provide accurate information for hotel, flight, car and rail bookings, as required • Support users with self-service of the Navan platform and app where possible. • Respond to customers within SLA expectations and requirements. • Follow company and customer travel and expense procedures and policies in addition to global compliance procedures. • Provide regular feedback to stakeholders on the progress of goals and performance of key operating processes. • Participate in team meetings to stay up to date with new product launches, supplier updates, and industry changes. • Build upon your travel industry knowledge to continue to set the standard for best-in-class travel support. • Adhere to attendance policy and complete all assigned training. • Meet individual performance metrics in support of the organization and company business objectives.

• Provides consultative recommendations as well as integration and application design input to the prospect or customer. This includes presenting sales demonstrations with a focus on proactive promotion of business case solutions. • Prepares and validates “Return on Investment” analyses for each project pre-sales and post implementation. Participates in joint sales calls with the members of the Honeywell Voice sales team for the purpose of providing both operational and technical support. Assists with training partners to increase their ability to sell, implement, and support Honeywell Voice solutions. • Interacts with and inquires business needs from various customer representatives ranging from executives, senior operations management, IT representatives, warehouse operations management, and end-users throughout the pre-sales process. • Documents the initial system design and application requirements during the presales process; generates the initial system architecture documents; plus working with the Implementation Project Manager (IPM) to obtain the required budgetary estimates relating to New Feature Requests and system change requests. • Responsible for complex, in-depth technical support and product assistance in the selection portion of the sales process. Provide internal Product Development group with customer feedback for the improvement of existing products and the development of future products.

• Conduct timely outreach to assigned leads through phone, email, and virtual meetings to initiate client conversations and build interest in the firm’s wealth management services • Qualify prospective clients by assessing financial needs, goals, and fit through structured discovery conversations • Gather and document detailed client information to support Advisors in advancing opportunities and closing business • Partner with Advisors throughout the sales process to ensure continuity, alignment, and a seamless client experience • Maintain consistent follow-up and engagement with prospects to move opportunities through the sales pipeline • Accurately track lead activity, opportunity status, and pipeline progress within CRM systems • Collaborate with marketing and sales teams to follow established lead handling processes and ensure timely handoffs • Deliver a professional, consultative experience that reflects the firm’s client-first approach • Meet or exceed individual sales activity and conversion targets • Provide regular updates on pipeline activity, conversion metrics, and sales outcomes