• Responsible for onboarding new customers and providing training to new users • Handles level 1 onboarding cases/customer calls with a minimal to moderate level of assistance • Manages the assigned workload of open onboarding cases • Ability to move onboarding forward and complete 80% of their onboardings within 14 days of their target onboarding timeframe • Maintains a minimum assigned average Customer Satisfaction Score (CSAT) • Develops positive working relationships with Sales & Product Teams • Clearly understands processes and executes proficiently • Confident understanding of contracts and offered product packages and plan levels • Gains an understanding of the various roles within our CS teams/Sales/Product

Role Description Solution Specialists lead several of the pre-sales processes for qualified services opportunities. WWT’s Sales organization is responsible for creating and qualifying business opportunities. The Solution Specialist leads the Intake, Scoping, Service Design, and Contracting phases of the services lifecycle. Core responsibilities include: - Perform discovery and requirements gathering. Engage WWT subject matter experts to assist in scoping. - Determine how WWT will perform the services in scope, including preliminary timeline, resource planning, risk assessment, estimating and budgeting, preliminary proposal and preliminary SOW/contract development. - Prepare detailed estimates and pricing models leveraging the technical IT expertise of engineers, architects, and project/program managers. - Develop statements of work that are accurate, detailed, and meet client objectives while contractually protecting WWT from scope expansion and other risks. - Present SOW and pricing to clients. Balance winning business with creating engagements that are optimized for successful and profitable delivery. - Based on client feedback, revise scope, timeline, and fees if applicable. - Review engagements prepared by other employees for compliance and quality control purposes. Follow detailed documentation on the process. - Build and maintain strong relationships with WWT Sales and WWT Services stakeholders and other WWT departments and employees. - Serve as the point of contact for the Services organization regarding assigned Sales opportunities. - Support high-volume and low-complexity engagements independently. This position is remote. Video conferencing with other WWT employees is required. Qualifications - Bachelor’s degree or equivalent industry experience. - 5-10 years of related experience. - Experience writing technical statements of work and sales proposals, with a major information technology integrator or professional services firm. - Experience creating and/or working with work breakdown structures (WBS) and budgets for professional services engagements in the information technology field. - Track record of working within infrastructure solution areas (Networking, Digital Workspace, Mobility). - A background focused on Network or Infrastructure technology is desired. - Ability to work successfully in a complex matrix organization. - Ability to work independently, proactive, self-motivator but also be a team player. - Attention to detail. - Ability to effectively communicate well (written, verbal, and presentation). - Strong team building skills. - Excellent problem solving skills while thinking "out of the box". - Effective collaboration and communication skills to facilitate discussions, build partnerships, and present information clearly and concisely. - The capability to thrive in a dynamic and fast-paced environment, adapt to changing priorities, and manage multiple responsibilities effectively. - MUST BE WILLING TO WORK WEST COAST HOURS (11:00 AM EST-7:00 PM EST). Requirements - Certain states and localities require employers to post a reasonable estimate of salary range. A reasonable estimate of the current base pay range for this position is $68,000 - $88,000 annually. Actual salary will be based on a variety of factors, including shift, location, experience, skill set, performance, licensure and certification, and business needs. The range for this position in other geographic locations may differ. - Certain positions may also be eligible for variable incentive compensation, such as bonuses or commissions, that is not included in the base pay. Benefits - Health and Wellbeing: Health, Dental, and Vision Care, Onsite Health Centers, Employee Assistance Program, Wellness program. - Financial Benefits: Competitive pay, Profit Sharing, 401k Plan with Company Matching, Life and Disability Insurance, Tuition Reimbursement. - Paid Time Off: PTO and Sick Leave (starting at 20 days per year) & Holidays (10 per year), Parental Leave, Military Leave, Bereavement. - Additional Perks: Nursing Mothers Benefits, Voluntary Legal, Pet Insurance, Employee Discount Program.

• Lead client discovery sessions to evaluate accounting processes and identify opportunities for improvement • Implement and optimize Sage Intacct solutions using proven tools and methodologies • Deliver reporting enhancements, system configurations, and workflow improvements • Serve as a go-to Sage Intacct resource for clients and internal teams • Partner across advisory, accounting, and tech teams to deliver high-impact solutions • Build strong client relationships through clear communication and a solutions-first mindset

• Implement client data, implement new features on existing clients, and assist in data integrity for all clients • Implement client Revenue Cycle data into applicable applications based off project requirements including Benchmark and systems applications • Create and configure ETL processes from multiple data sources in complex formats • Log, track, and document solutions to complex data implementation tasks in Jira • Build custom data transformation processes using commercial ETL tools • Develop new logical data model schemas and tables for the creation and use of physical data model schemas and tables • Attend client project virtual meetings focused on gathering requirements and communicating project progress and timelines • Mentor other Team Members on data implementation solutions