• Proactively track and follow up on operational items such as AR balances, collection status, and project forecasts with engagement teams. • Maintain visibility over consulting staff capabilities, availability, and utilization to optimize resource allocation. • Prepare and maintain dashboards, operational matrices, and regular reports tracking key KPIs. • Proficient in collecting, analyzing, and managing data using Excel. • Identify potential resource constraints or financial risks and collaborate with stakeholders to implement mitigating actions. • Conduct analyses on capacity utilization, staffing availability, and project performance to support informed decision-making. • Ensure accurate and timely updates in financial, performance, and resource management systems. • Provide guidance to project teams on financial management best practices, tools, and methodologies.

• Manage and grow strategic relationships with Services retainer customers through structured account management and regular engagement • Drive customer preparedness through education, strategic planning, and optimization of their CrowdStrike Services investment • Coordinate with Sales and Delivery teams to ensure alignment of customer needs with service capabilities • Execute timely account reviews, follow-up documentation, and service scoping • Develop and maintain customer success plans with clear next steps • Contribute to program enhancement initiatives and best practices development • Support team pipeline growth through strategic account expansion

• Lead discovery sessions with lab leadership to identify workflow challenges and strategic goals • Conduct digital maturity assessments and design transformation roadmaps • Develop future-state workflows and support business cases for ROI and KPI tracking • Partner with sales teams to articulate value propositions and deliver executive-level presentations • Ensure successful implementation alignment and change management for digital solutions

• Act as a lead consultant on multiple client engagements with limited direction • Lead, build, validate and conduct data conversion and strategy for third-party systems into Workday. • Design, architect, develop, and deploy functional business process, data conversion and reporting solutions . • Understand client business requirements and provide guidance throughout design, configuration and prototype, and assist clients with testing and move to production efforts • Partner with Engagement Managers to keep them informed of project status, changes, etc. • Collaborate with cross-functional counterparts to ensure clear lines of communication and project alignment • Accurately maintain forecast in a timely manner • Assist Sales team with orals, demos, and LOEs • Stay up to date on industry knowledge, Workday enhancements, and be able to advise on Workday best practices • Provide Exceptional Customer Service to build lasting relationships with clients