• Oversee the daily operations, configuration, maintenance, and updates of the NetSuite ERP system, ensuring optimal performance and uptime. • Creating and maintaining custom records, fields, lists, forms, and workflows to meet the needs of the business. • Understanding of third-party integrations with NetSuite to assist with integration issues. • Provide technical support, resolve issues, and conduct user training sessions to enhance adoption and effective use of NetSuite. • Ensure data integrity, develop standard operating procedures for data entry, and perform routine audits to maintain clean and accurate records. • Collaborate with cross-functional teams to analyze and optimize business processes, recommending and implementing system enhancements. • Ensure compliance with internal controls and reporting requirements, developing custom reports and saved searches as needed.

• Define and maintain enterprise architecture, governance frameworks, and long-term roadmaps for Microsoft 365 and other core systems. • Establish and mature ITSM and ITIL-aligned practices, including incident, problem, change, and service request management standards. • Provide oversight and guidance for complex or high-impact ITSM tickets, major incidents, and cross-team escalations in partnership with the Service Desk. • Define escalation models, ownership boundaries, and handoff procedures between Systems Administration and the Service Desk. • Establish and enforce standards for identity and access management using Microsoft Entra ID. • Establish and enforce standards for endpoint management using Microsoft Intune for Windows and macOS. • Design, develop, and maintain advanced scripts and automations using PowerShell, Bash, or equivalent scripting languages to improve reliability, security, and operational efficiency. • Architect and oversee complex automations, workflows, and integrations that scale across the organization. • Lead enterprise-wide initiatives and complex, multi-system projects spanning SaaS, cloud, and infrastructure services. • Evaluate new technologies, platforms, vendors, and service management tooling; recommend solutions aligned with organizational strategy and risk posture. • Serve as the highest-level escalation point for complex technical, security, or system reliability issues. • Coach, mentor, and provide technical leadership to Administrator I, II and II roles, including guidance on scripting and automation best practices. • Partner with IT leadership, the Service Desk, and stakeholders to translate business needs into sustainable, supportable technical and service solutions.

Role Description Carries out the daily operations activities related to Everence annuities, Mennonite Retirement Trust (MRT), and Everence Retirement Services (ERS). - Collaborate with other staff to carry out day-to-day administrative tasks for retirement plans and annuities (e.g., processing or approving surrenders, maturities, retirement payments, correspondence, and tax reporting). - Understand MRT, annuity and ERS products to assist employers, congregations, participants and advisors in establishing accounts, completing enrollment materials, maintaining accounts and completing forms. - Work with service providers to maintain daily operations. - Coordinate the onboarding of new Everence Retirement Services plans and facilitate communication between advisors and third-party providers to maintain the day-to-day operations of existing Everence Retirement Services plans. - Provide customer service to advisors, employers, and participants. - Collaborate with other staff to produce operational and participant reports. - Develop and maintain expertise in annuities and retirement products. - Assist with compliance activities for all retirement products. - Assist in keeping all administrative forms, manuals, and form letters up to date. - Assist in maintaining all retirement operations systems and procedures. - Complete other projects as assigned by the Director of Retirement Plan Services. Qualifications - Education: College graduate - Experience: Prior experience in the financial services industry is preferred - Skills and Abilities: - Background in retirement products and operations is desired - Ability to take initiative and work both independently and with others - Leadership ability with attention to detail - Strong working knowledge of Microsoft Access, Excel, and Word; an aptitude for learning job-specific software applications - Strong written and oral communication skills, including the ability to read, understand, and clearly and simply communicate technical information - The ability to handle multiple projects - Strong customer service skills - Either possess or be willing to obtain professional retirement certifications - Alignment in supporting the Everence mission of empowering financial well-being for faith-inspired living Requirements - None Benefits - Full-time

• Serve as the primary support contact for existing Tableau dashboards. • Troubleshoot issues, answer user questions, and assist with navigation and usage. • Monitor dashboards to proactively identify and resolve performance or data issues before they escalate. • Act as the first line of defense for incoming requests and incidents. • Triage tickets, resolve quick fixes, and escalate complex issues to appropriate team members. • Ensure timely diagnosis and resolution of dashboard-related problems to minimize downtime. • Help design, implement, and manage a structured ticketing system for analytics requests. • Create a centralized intake process for issues, enhancements, and support needs. • Track, prioritize, and report on incoming work to ensure visibility and accountability. • Reduce dependency on individual contributors by distributing workload effectively. • Support continuity of operations by maintaining documentation and standard processes. • Help prevent reactive “fire drills” by establishing proactive monitoring practices. • Partner with dashboard developers to reduce interruptions and protect development momentum. • Provide guidance and basic training to users to improve dashboard adoption and self-service. • Collaborate with data teams to ensure data quality and consistency.