• Install, configure, and maintain SolidWorks and supporting infrastructure across local Windows workstations, virtual desktop environments, and centralized server backends. • Stand up and administer PLM and PDM systems such as SolidWorks PDM Professional and SolidWorks Manage (or equivalent enterprise PLM tools), including workflows, permissions, item lifecycles, and change states. • Support designers and engineers through onboarding, troubleshooting, and day to day CAD and PLM issues. • Configure and maintain revision control, access control, and data integrity for CAD and engineering artifacts. • Support CAD data migration, system transitions, or coexistence with legacy tools where needed. • Develop lightweight automation, scripts, or utilities to improve reliability and reduce manual effort. • Monitor system health and performance across client machines, virtual desktop infrastructure, and backend services, diagnosing and resolving issues as they arise. • Document configurations, workflows, and best practices for both users and administrators. • Collaborate across engineering, IT, QA, and manufacturing teams, balancing competing priorities and driving projects forward independently in the face of ambiguity.

• Build and configure Engagement Studios to support marketing campaigns • Create and maintain email templates that align with brand standards • Develop and manage automation rules to improve lead nurturing workflows • Clean up and deprecate outdated lead and prospect records, lists, and unused assets • Organize and structure data to improve reporting capabilities and KPI tracking • Work directly with Operations and Marketing teams to implement their automation requirements • Provide occasional Service Cloud administration and troubleshooting support based on weekly bandwidth

• Support the management of defined benefit administration accounts, focusing on client satisfaction, retention, and growth. • Work with clients and leadership to help implement business strategy, service models, and operational priorities. • Help ensure business units meet SLAs, performance metrics, and service delivery standards. • Assist in initiatives focused on process improvement, operational efficiencies, and system enhancements. • Support accurate documentation of client requirements, plan provisions, and operational details to aid effective account management. • Collaborate with internal and external stakeholders to maintain strong partnerships and high levels of client satisfaction. • Contribute to the development and review of performance reports, KPIs, and operational metrics. • Ensure compliance with organizational policies, regulatory requirements, and client contractual obligations. • Assist in planning, implementation, and execution of business continuity plans (BCP) for defined benefit operations.

• Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts • Manages a portfolio of varying accounts in levels of complexity and asset size • Understands and is conversant with financial and estate planning strategies • Partners with client teams to help drive fiduciary new business identification and onboarding • Meets or exceeds client service standards by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors • Ensures trust administrative duties are completed effectively and efficiently • Coordinates annual Reg-9 administrative review resolution • Responsible for the proper escalation of matters to various internal parties • Responsible for the completion of projects as determined by the line of business • Conforms to Truist policies and procedures