• Understand Credible’s Private Student Loan, Student Loan Refinancing, and Personal Loan products • Respond to a high volume of inbound client inquiries coming in by phone, live chat, and email • Complete outbound calling campaigns to help clients move forward with their loan request • Evaluate customer requests for loan options and process those requests efficiently and accurately with support from the Loan Operations team • Identify client needs and help clients use specific site features • Educate customers by explaining how different financial products work and assist them in improving their financial literacy with support from the Client Success team • Develop customer-related metric reports, analyze the data, and report findings to management

• Lead small/medium cross-functional projects to plan and implement process improvements across support, operations, and compliance teams • Work on operational tasks and projects related to the Operations Department • Create and lead training programs to facilitate effective change management • Collaborate with product, finance, support, compliance, operations and legal to roll out improvements and manage stakeholder expectations • Support the maintenance of our existing systems including notifying the team of changes, reporting and tracking bugs, and performing updates. • Serve as both internal and external point of contact and liaison for key systems and vendor relationships. • Analyze data to identify operational improvement opportunities and develop scalable solutions. • Drive and assess project ROI to ensure initiatives meaningfully contribute to company KPIs and strategic goals. Create success metrics that align with our company KPIs and department goals, and measure impacts of changes. • Support with large scale cross-functional projects as needed

• Own the definition, structure, and reliability of data originating from revenue platforms (e.g., Salesforce, GTM tools, automation systems) • Serve as the primary decision owner for GTM-sourced tables and views used for revenue execution, forecasting inputs, lifecycle tracking, and signal-based workflows • Design and evolve core GTM data models across Salesforce, ETL, and analytics layers • Partner with Data Engineering to align GTM schemas with enterprise data models and define clear data contracts between source systems and downstream consumers • Partner with Data Science / Analytics to ensure revenue data is interpretable, statistically sound, and reflects how the business actually operates • Own clarity around data ownership boundaries, shared dependencies, and escalation paths when upstream or downstream changes impact revenue integrity • Define and uphold data quality, freshness, consistency, and documentation standards for revenue platforms • Monitor and improve pipeline reliability, performance, and scalability, proactively identifying fragile or redundant transformations • Identify opportunities to automate manual or error-prone data workflows and reduce operational overhead • Act as a data thought partner to Platforms & Infrastructure, Revenue Operations, Analytics, and Security — advising on feasibility, tradeoffs, and sequencing for data-heavy initiatives

• Partner with the Chief of Staff on strategic value-creation initiatives aligned with WGT’s 2027-2028 growth roadmap. • Market opportunity sizing and strategic expansion analysis across select geographies. • Evaluation of new platforms, distribution channels, or product adjacencies. • GTM planning and investment prioritization frameworks. • Building executive-ready analyses, financial models, and strategy materials to inform leadership decision-making. • Supporting broader cross-functional initiatives tied to growth and operational efficiency.