• Training and ongoing support of Advisor Team Staff • Demonstrated proficiency in Client Service processes and WEG core systems • Actively provide daily support via email/phone queue for Advisor Teams • Adhere to support Quality Standards • Adhere to support response time SLA’s • Deliver training to new hires and new to WEG employees • Deliver training and support to acquisition team employees • Deliver training for platform enhancements, process changes and identified learning needs to Advisor Teams as needed • Support the maintenance of procedure guides and training materials for Client Service staff • Deliver upskills training as requested • Participate in pre-acquisition meetings • Create and update training outlines for teams when acting as lead • Lead and participate in open office hours for all acquisition teams • Track attendance of trainings and report as appropriate • Define checkpoints to substantiate training program and adoption; determine additional needs as appropriate • Log training/support hours in Support Org • Support ATO Managers to review and update existing training materials • Identify and report opportunities for efficiencies in streamlining processes within ATO and Advisor Teams • Review, understand and become proficient on workflow process and technology enhancements • Support testing as requested • Coach and Mentor Team Members

• Manage and execute payroll, including reimbursable expenses, reporting, and post-payroll processes • Administer contractor payments, including setup, invoicing, billing, and 1099 processing • Oversee 401(k) administration, including execution and required reporting • Prepare and distribute payroll and finance reports within established timelines • Coordinate internal fund transfers related to client revenue recognition • Communicate finance-related processes to employees and contractors • Manage approval workflows for bills and expenses • Monitor cash balances to ensure timely payment of expenses • Process vendor, contractor, and freelancer payments, including international payments • Troubleshoot vendor billing issues and respond to payment inquiries • Monitor accounts receivable reports • Manage client collections and follow up on outstanding invoices • Communicate with clients to resolve billing and payment issues • Own and manage hiring requests and job setup processes • Post job descriptions and manage listings in the applicant tracking system • Set up and administer role assessments • Conduct initial phone screens using hiring manager–provided criteria • Document interview feedback and manage candidate records • Coordinate and schedule interview rounds • Draft offer letters and manage approval and signature processes • Coordinate equipment provisioning and systems access with IT partners • Distribute onboarding materials and guides • Support first-day onboarding, including systems and administrative setup • Serve as the internal point of contact for IT and cybersecurity partners • Troubleshoot systems, account access, and technology issues • Coordinate IT trainings and security communications • Manage user access across platforms and systems • Administer HR policies, benefits, and employee records through the HR platform • Respond to employee questions related to benefits, policies, and HR processes • Support compliance with internal HR guidelines and documentation • Prepare and manage employee separation documentation • Coordinate system access removal with IT partners • Ensure return of company equipment and completion of required paperwork • Monitor time tracking compliance and follow up as needed • Coordinate onboarding and setup for new vendors and contractors • Draft, update, and manage contractor agreements • Track software contracts, licenses, and renewal dates • Support the Head of Operations with ad hoc operational requests • Distribute NDAs to vendors and external partners as required • Assemble monthly utilization, client profitability and team profitability reports for leadership

• Manage the repository of PS operational content, including offering calculators, SOW templates, SKUs, and packaging. • Execute the PS offer release process, ensuring coordination across Sales, Finance, Legal, and Delivery. • Enforce opportunity data standards and manage approval workflows to ensure efficient SOW redlines and deal triage. • Maintain naming, SKU, and pricing consistency to support repeatability and partner scale. • Administer the internal PS tech stack and ensure governance and output standards are met. • Implement prioritized AI and automation initiatives to increase accuracy and reduce manual effort. • Collaborate with Product and internal tooling teams to operationalize AI use cases within PS workflows. • Maintain the PSA platform, ensuring data accuracy, reporting reliability, and system stability. • Support operations for SFDC, Services CPQ, Trello scoping workflows, and Workrails contract automation. • Monitor data quality, forecasting, utilization, and delivery insights to drive continuous improvement. • Ensure systems consistently support the operational needs of ARR services and partner delivery. • Manage PS Sales Operations processes, including pricing governance, quoting workflows, and partner services coordination. • Update and distribute enablement materials such as offer guides, battle cards, and objection handling frameworks for sellers and partners. • Oversee automated partner workflows to ensure partner-delivered engagements adhere to standardized processes. • Partner with Sales leadership to resolve operational friction and improve the seller experiences • Manage and mentor a team of four analysts across the US and India. • Guide the Deal Desk team to focus on strategic operational impact and efficient sales support. • Foster analyst autonomy in reporting, data management, and daily problem-solving. • Uphold clear standards, operating rhythms, and documentation to ensure team consistency.

• Manage a growing national network of third-party contractors who perform in-home smart water device installations ensuring they meet performance, quality, and customer service standards • Ensure seamless and consistent installation operations with strong standards for speed, quality, and homeowner experience • Expand and onboard new installation partners to improve geographic coverage, reduce costs, and elevate quality • Create and maintain standardized procedures, training, and communications for plumbers and contractors to support efficient operations • Guide and manage continuous improvement initiatives focused on improving installation success rates and reducing time-to-install • Serve as a cross-functional liaison to resolve installer or customer issues promptly and efficiently • Collaborate with sales, marketing, product, and customer experience teams to position installation as a key differentiator in the marketplace • Manage a team of two associates to support installation operations and growth