• Lead the development of a comprehensive analytics and reporting suite • Responsible for building data products and business intelligence dashboards • Champion for demonstrating value using data-driven insights to articulate ROI • Drive a data and analytics roadmap and shepherd initiatives through the product development life cycle • Collaborate with cross-functional teams and stakeholders to define and prioritize metrics

• Transform raw customer data and ensure successful ingestion into the platform. • Work with the Delivery Manager to meet onboarding milestones and deliver a “right-first-time” approach. • Follow data policies, use available automation tools, and minimize manual file handling. • Run data accuracy and quality checks after ingestion. • Identify risks, inconsistencies, or platform issues early and contribute to problem-solving. • Ensure ongoing completeness and accuracy of customer data (invoices, rate cards, contracts, configurations, etc.). • Update configurations reflecting changes in customers’ logistics networks. • Support Customer Success & Sales with insights that feed into QBRs and upsell opportunities. • Improve automation and reduce manual data handling wherever possible. • Liaise with customers and their LSPs to raise invoice disputes and follow them through to resolution. • Provide clear, professional communication using correct logistics & supply chain terminology. • Track dispute progress and ensure accurate visibility of customer-facing tasks. • Analyze complex data sets to support customer simulations, proofs of concept, and business cases. • Provide regular internal and customer-facing updates on assigned tasks. • Maintain accurate task statuses, logs, and trackers for project visibility. • Support pre-sales with data-driven insights to build business cases (customers avg. $200K ARR). • Drive customer ROI through data acquisition, analysis, and accurate transformations. • Become a technical expert in onboarding workflows and contribute insights to Product & Engineering. • Take on ad hoc projects as needed.

• Overall responsibility of leading the migration of acquired firms’ client relationship management data from legacy systems to Salesforce, including serving as the project lead and liaise between acquired firm personnel, a third-party Salesforce consulting firm, M&A Integration Project Managers and other Mercer personnel. • Assist with the gathering, organizing and validating of client, account, transaction, performance and fee data from pre-acquisition portfolio management systems and prepare the data to be migrated to the Envestnet platform. • Interface with acquired firm employees and internal stakeholders to resolve post-migration clean up issues related to data feeds and missing data. • Generate Salesforce reports to match client households and individuals to account owners from pre-acquisition systems (utilizing Excel formulae to programmatically match households and person accounts). • Ensure that all accounts at all custodians are on a direct or third-party data feed from the custodian to Envestnet. • Possess the ability and to navigate and learn third party CRM and portfolio management systems.

• Oversee the definition and delivery of health and social data analytics and reporting products/services. • Serve as product owner for products and services from MX’s data platform, including creating new products/services and enhancing existing products/services to maximize value for MX participants. • As a product owner, document and track requirements, enhancements, and backlog from initial ideation through to eventual delivery. • Provide guidance, leadership and management of key data platform activities including, but not limited to: Reports, dashboards, and analytics deliverables to provide insights to meet internal and external business needs. • Data quality investigations, measurement, and improvement; and • Data life cycle management (including archival, compression) working with the Technical Operations team. • Support MX leadership in tracking progress/issues and delivering on key data team initiatives, including assigned Organization Key Results related to strategic MX objectives. • Provide direction on and apply best practices and approaches in the development of reports, dashboards, and analytics to democratize MX data for relevant use cases to support MX leadership and MX participants. • Conduct data analysis by defining and developing reports, dashboards, analytics, and research as assigned using SQL and identified business intelligence tools. • Establishing data usage guidelines and relevant data dictionaries for business leaders across the MX organization for accessing and leveraging MX data.