• Support full-cycle implementation build for new PACE programs • Resolve complex technical issues and optimize processes • Align technical strategies with business objectives • Collaborate with non-technical stakeholders

• Support the day-to-day operations of the Trading business, including internal reporting, workflow tracking, and process coordination. • Assist with client on-boarding, trade lifecycle questions, and general operational inquiries from internal teams. • Help maintain documentation, playbooks, and operational procedures. • Assist sales with complex RFP and Due Diligence documents focused on the Prime business. • Perform data analysis using tools like Python, SQL, and Excel to support financial reporting, generate insights,and validate business metrics. • Track KPIs and support weekly/monthly reporting across the Trading business. • Identify data inconsistencies or operational gaps and help drive resolution. • Collaborate with RevOps, TradeOps, Sales, Legal, Risk, Compliance, and Product teams to support execution of trading processes and client needs. • Assist in coordinating small projects or workflow improvements, helping ensure deliverables stay on track. • Support the implementation of new product features or operational changes by gathering requirements, documenting needs, and performing user testing. • Join client and internal calls as needed to provide support, gather feedback, and ensure follow-through on action items. • Help maintain clear communication loops on product and service issues or improvements.

• Serve as the Frontline for Request Intake • Facilitate discovery conversations with stakeholders to understand business problems, priorities, and desired outcomes • Ensure submitted requests are fully defined and actionable • Bridge the Gap Between Business and Delivery Teams • Partner with technical teams to track progress, clarify scope, remove blockers, and provide updates to stakeholders throughout the sprint cycle • Strengthen Process and Structure

• Conduct interviews, research, and process observations to identify automation opportunities • Create process maps, requirements documents, and solution designs that reflect optimized workflows • Troubleshooting conditional logic and data validation to ensure reliable workflow performance • Multitask and prioritize effectively in a consulting environment, managing multiple client relationships and concurrent projects • Develop, test, and deploy automated workflows using no-code/low-code platforms with a focus on efficiency, error handling, and integration logic • Serve as the voice of the user—ensuring intuitive, efficient, and delightful end-user experiences • Lead workshops, demos and live solutioning sessions, bridging communication between technical and non-technical stakeholders • Maintain project ownership: monitor timelines, scope, and budget to ensure successful outcomes • Deliver client-facing reports, proposals, and supporting documentation • Build expertise in legal technology tools, workflow design principles, and system integrations • Collaborate with cross-functional teams including engineers, legal professionals, and developers • Stay ahead of legal tech trends and identify areas for innovation and growth