• Daily Bank Account Reconciliation – Perform daily reconciliations of firm and customer bank accounts to ensure all transactions are accurately recorded, balances are verified, and discrepancies are promptly investigated and resolved. • Customer Liability Reporting – Prepare and analyze reports comparing customer liabilities to cash held in bank accounts, ensuring customer funds are fully backed and aligned with regulatory and internal control requirements. • Safeguarding Reconciliation & Transfers – Conduct safeguarding reconciliations to verify segregation of client funds, initiate or approve required transfers, and maintain compliance with safeguarding obligations. • Monitor and manage the firm’s asset and liability positions to ensure appropriate funding, liquidity, and risk balance.

• Client Liaison & Delivery: Act as the main point of contact for the client’s leadership. You own the daily operational relationship and ensure NeoWork’s delivery aligns perfectly with the client's strategic goals. • SLA & Performance Oversight: Manage a high-volume intake floor. You must ensure 100% compliance with strict responsiveness targets and rapid lead follow-up. • QA & Audit Framework: Design and manage the QA systems. You will personally review completed intakes to identify gaps and resolve errors before they reach the client’s legal or processing teams. • Analytical Reporting: You will live in Excel. You’ll track KPIs like call volume, conversion rates, and agent efficiency, transforming raw data into sophisticated dashboards for client stakeholders. • Team & System Administration: Oversee the team’s use of CRM platforms, dialers, and VDI client systems. You manage the scheduling, attendance, and continuous coaching of your dedicated unit. • Process Optimization: Constantly "stress-test" the current workflow to identify bottlenecks and scale operations as the client account grows.

• Support management of the AWS and Microsoft partner programs, helping ensure technical and business requirements are met and partnership benefits are tracked in collaboration with senior team members. • Manage day-to-day lead registration and co-sell processes in cloud provider tools, including general cloud lead management and initial sales communications with cloud sellers, Seeq sales executives, and account managers, escalating complex issues as needed. • Coordinate cloud marketplace transactions, revenue tracking, and reporting, ensuring data accuracy and timely updates. • Coordinate cloud training and readiness programs for Seeq VAR (Value Added Reseller) and services partners, including scheduling, communications, and tracking participation. • Support VAR partner management, including coordinating contracts, onboarding, and offboarding of VAR partners. • Maintain tracking and reporting on partner progress against their named account lists. • Coordinate lead distribution to partners and maintain reporting on outcomes. • Organize Seeq participation in partner co-sell activities and regular co-sell meetings and communications with partners (e.g., win wires, newsletters). • Execute campaigns to drive Seeq demand generation through VARs and cloud partners under guidance from marketing and sales leadership, ensuring timely and accurate execution of agreed plans. • Identify and recommend process improvements and automation opportunities to increase the efficiency and effectiveness of partner and cloud programs. • Track and report on KPIs that measure the performance of partner and cloud programs; contribute input into targets and program reviews based on data and observed trends. • Build strong working relationships with internal stakeholders and partner contacts, ensuring clear communication and reliable follow-through on commitments.

Who we are Samsara (NYSE: IOT) is the pioneer of the Connected Operations™ Cloud, which is a platform that enables organizations that depend on physical operations to harness Internet of Things (IoT) data to develop actionable insights and improve their operations. At Samsara, we are helping improve the safety, efficiency and sustainability of the physical operations that power our global economy. Representing more than 40% of global GDP, these industries are the infrastructure of our planet, including agriculture, construction, field services, transportation, and manufacturing — and we are excited to help digitally transform their operations at scale. Working at Samsara means you’ll help define the future of physical operations and be on a team that’s shaping an exciting array of product solutions, including Video-Based Safety, Vehicle Telematics, Apps and Driver Workflows, and Equipment Monitoring. As part of a recently public company, you’ll have the autonomy and support to make an impact as we build for the long term. About the role: Are you an aspiring Knowledge Management (KM) professional with a passion for managing multiple projects and collaborating with SMEs to develop best-in-class knowledge resources using cutting-edge KM technologies, including AI? Join us as a Knowledge Management Specialist, where you'll create clear, user-friendly documentation and learning materials to support our Sales Support organization. The ideal candidate will have experience in developing and maintaining a technology-centric KM framework for a support ecosystem. As a part of the Sales Support Ops team, you will establish our knowledge base infrastructure, create and manage articles, leverage AI tools, and establish KM KPIs to optimize the impact of the KM program. This is a remote position open to candidates residing in the US except Alaska, Austin Metro, Boulder Metro, California, Chicago Metro, Connecticut, Dallas Metro, Denver Metro, Houston Metro, Maryland, Massachusetts, New Jersey, New York, Rhode Island, Seattle Metro, and Washington, D.C. You should apply if: - You want to impact the industries that run our world: Your efforts will result in real-world impact—helping to keep the lights on, get food into grocery stores, and most importantly, ensure workers return home safely. - You have an innate curiosity about how businesses work: One day you’ll meet with someone in waste management and the next you may be learning about the inner workings of a food distribution center. Our top sales team members seek to learn the ins and outs of the businesses they support in order to make a larger impact. - You build genuine relationships with your customers: The industries we serve have relied on pen-and-paper solutions for years and haven’t been met with the type of technology we offer. Our customer's value earned trust and human relationships built over time. - You want to be with the best: Samsara’s high-performance culture means you’ll be surrounded by the best and challenged to go farther than you have before. - You are a team player: At Samsara, sales is a team sport. We help each other out by sharing best practices and focusing on winning as a team. In this role, you will: - Establish a scalable infrastructure for Sales Support’s knowledge management function– consolidating documentation, streamlining tooling, and formalizing governance - Collaborate closely with Sales Ops, Support, Sales, and other GTM stakeholders to gather and translate information into operational agent and AE-facing content - Craft clear and concise KB articles to support the refinement and expansion of the KM library, to improve self-service and AI-ingestion - Manage the Sales Support knowledge management roadmap and contribute to the completion of projects within the roadmap - Assist in monitoring and reporting on KPIs to evaluate KM effectiveness - Identify and implement enhancements in our KM processes and technology, guided by KM KPIs and industry best practice - Actively participate in technology-driven initiatives, incorporating AI and other innovative solutions - Champion, role model, and embed Samsara’s cultural principles (Focus on Customer Success, Build for the Long Term, Adopt a Growth Mindset, Be Inclusive, Win as a Team) as we scale globally and across new offices Minimum requirements for the role: - Bachelor's degree in a related field - 4+ years of knowledge management and technical writing experience creating customer-facing documentation for software or SaaS products as well as creating, capturing, structuring, and maintaining knowledge articles - Experience managing complex content projects and cross-functional partnerships, including measurable improvements to customer self-service - Experienced in working with knowledge management and ticketing systems - Strong interpersonal skills to collaborate with cross-functional teams and to communicate effectively with stakeholders at all levels - Adept at managing multiple priorities and embracing change with ease An ideal candidate also has: - Familiar with generative AI tools and automation platforms to accelerate content - KCS Certified - Proficient in Zendesk, JIRA, Confluence, Tableau, or similar tools - Experienced in managing knowledge-related projects The range of annual base salary for full-time employees for this position is below. Please note that base pay offered may vary depending on factors including your city of residence, job-related knowledge, skills, and experience. Learn more about our total rewards and benefits below. Annual Base Salary $82,110—$110,400 USD Total Rewards At Samsara, we build for the people who keep the global economy moving. We want owners, not passengers, which is why our rewards are designed to fuel high-impact builders. Our compensation program delivers above-market total compensation through a combination of base salary, performance-based bonus/variable pay, and equity (for eligible roles) in a high-growth public company. We meaningfully differentiate pay for our top performers, who have the opportunity to earn above-market compensation that can outpace the broader market over time. Beyond compensation, we provide the foundations that enable long-term success: a flexible, employee-led remote model, a professional development stipend, comprehensive health and parental leave plans, and more. If you’re ready to build for the long term and own the outcome, your journey starts here. Flexible Working At Samsara, we embrace a flexible working model that caters to the diverse needs of our teams. Our offices are open for those who prefer to work in-person and we also support remote work where it aligns with our operational requirements. For certain positions, being close to one of our offices or within a specific geographic area is important to facilitate collaboration, access to resources, or alignment with our service regions. In these cases, the job description will clearly indicate any working location requirements. Our goal is to ensure that all members of our team can contribute effectively, whether they are working on-site, in a hybrid model, or fully remotely. All offers of employment are contingent upon an individual’s ability to secure and maintain the legal right to work at the company and in the specified work location, if applicable. Belonging at Samsara At Samsara, we welcome everyone regardless of their background. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, gender, gender identity, sexual orientation, protected veteran status, disability, age, and other characteristics protected by law. We depend on the unique approaches of our team members to help us solve complex problems and want to ensure that Samsara is a place where people from all backgrounds can make an impact. Accommodations Samsara is an inclusive work environment, and we are committed to ensuring equal opportunity in employment for qualified persons with disabilities. Please email accessibleinterviewing@samsara.com or click here if you require any reasonable accommodations throughout the recruiting process. Our Commitment to Authenticity We use Tofu, a fraud detection tool, to validate the authenticity of applications and protect against identity fraud. This ensures we are connecting with real people and allows us to prioritize genuine candidates. Please see Samsara’s Candidate Privacy Notice for more information. Fraudulent Employment Offers Samsara is aware of scams involving fake job interviews and offers. Please know we do not charge fees to applicants at any stage of the hiring process. Official communication about your application will only come from emails ending in @samsara.com, @us-greenhouse-mail.io or @mail3.guide.co. For more information regarding fraudulent employment offers, please visit our blog post here.