• Lead discovery sessions to understand and document current state lead-to-quote, CPQ, billing, and services delivery processes, issues impacting user experience and revenue leakage, and requirements for future state implementation. • Understand and align requirements provided by a complex set of stakeholders, including: Legal, Accounting, Billing, Marketing, Sales, and others. • Lead design sessions with cross-functional teams to review and document future state processes and system architecture across Salesforce and Zuora. • Implement and administer Salesforce CRM environments including custom Apex development, Flows, and declarative configuration. • Implement and administer Zuora CPQ environments including product catalog design, charge models, pricing rules, subscription and amendment workflows, and Zuora 360 integration with Salesforce. • Coordinate with Business Operations and Financial Systems teams to provide end-to-end solution design leadership across the CRM-to-billing value chain. • Lead user acceptance testing for major development categories, including development of test plans and support of test users. • Enable end-user success through seminar-style training sessions, office hours, and ad-hoc support channels. • Support mentorship of other team resources in Salesforce, Zuora, operational tools, architecture, design, and best practices. • Collaborate on the development of templates and playbooks to ensure that the team is optimally positioned to leverage our collective knowledge and experience and ensure predictable, high-quality project outcomes. • Engage with EverCommerce and subsidiary leadership on status updates, working sessions, and solution design. • Communicate recommendations, project progress, and achieved outcomes through a variety of media, including: presentations, emails, and diagrams such as Lucid Chart, Figma, or similar.

• Responding to client specific inquiries through multiple channels including telephone and web correspondence. • Assisting participants with the information needed to make informed decisions • Completing transaction(s) related to the customer’s inquiry with limited supervision while meeting timeliness and accuracy standards • Explaining the appropriate participant forms and provides guidance on completion • Completing follow up and call backs in a timely manner and escalate as appropriate • Gathering information to keep customer profiles and accounts up to date • Providing great customer service.

• Processes pay and payroll taxes on time, accurately, and in compliance with government regulations • Enters and processes accurate biweekly multi-state payroll using HRIS system (currently ADP) • Inputs, sets up, executes, maintains, and reviews payroll processing system • Ensures compliance with federal, state, and local payroll, wage and hour laws • Customizes, sets up, and manages permissions, access, screens, reports for HRIS users • Collaborates with others to identify system improvements and enhancements • Facilitates audits by collecting and providing records and documentation to auditors

• Responsible for reviewing leased and owned property documents and maintaining critical location data • Review, abstract and perform quality control data audits of documents • Ensure proper document management for all leased, owned and associated documents • Review client invoices and confirm all calculations are correct • Conduct desktop audits of Year-End Common Area Maintenance (CAM), Insurance, and Real Estate Tax reconciliations • Manage the subtenant process including recording and collecting monthly rent • Communicate frequently with internal and external partners • Provide guidance and direction to other Portfolio Administration Coordinators and train new associates