• 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.

• Manage the payment operations team: allocate tasks, hold regular 1:1s, track operational metrics, oversee projects and periodic tasks such as 1099-k filings • Handle critical payment escalations from customers, ensuring timely resolution and effective communication with customers, internal teams and external partners • Collaborate with our Payment Service Providers to ensure seamless service to our customers and their clients • Conduct periodic reviews to ensure adherence to risk and compliance measures, and recommend improvements • Lead process improvements internally and with PSPs to drive efficiency and customer satisfaction • Be available on an occasional basis outside of standard working hours, including weekends, to address urgent payment-related matters or time-sensitive escalations

Role Description This is an exciting opportunity for a detail-oriented, strategic operator to play a pivotal role in a rapidly expanding insurance group. As we continue our aggressive agency acquisition strategy, we need an Operations Manager for our integrations department who can bridge the gap between "newly acquired" and "fully integrated." You will help architect our operational infrastructure, ensuring that as we grow, our carrier relationships, compliance standards, and licensing remain ironclad and efficient. Key Responsibilities - M&A Integration & Onboarding - The Transition Lead: Act as one of the primary points of contact for newly acquired agencies during the first 90 days. - Workflow Alignment: Standardize operational workflows across different locations to ensure a unified "company way" of doing business. - Tech Migration: Assist IT and management in migrating client data from legacy agency management systems (AMS) to our core platform. - Carrier Management & Relations - Appointment Oversight: Manage the appointment process for all producers across multiple carriers, ensuring no gaps in binding authority. - Contract Optimization: Review carrier contracts and profit-sharing agreements to maximize overrides and bonuses across the consolidated book of business. - Relationship Management: Serve as the liaison between the agency and carrier field representatives. - Licensing, Compliance & Regulatory Affairs - License Maintenance: Assist with the tracking and renew corporate and individual resident/non-resident licenses. - Audit Readiness: Assist with internal audit procedures to ensure E&O (Errors & Omissions) compliance and adherence to state insurance department regulations. - General Operations & HR Support - Vendor Management: Consolidate and manage relationships with third-party vendors (IT, office supplies, janitorial). - Policy & Procedure: Maintain the employee handbook and operational SOPs (Standard Operating Procedures). - Reporting: Develop and monitor Key Performance Indicators (KPIs) related to agency productivity and operational health. Qualifications - 5+ years in insurance operations or agency management. - Prior experience in an M&A or high-growth environment is highly preferred. - Deep understanding of NIPR (National Insurance Producer Registry) and state-specific licensing requirements. - Advanced knowledge of Agency Management Systems (e.g., Vertafore/AMS360, Applied/Epic, or EZLynx). - Exceptional project management skills and the ability to manage multiple moving parts without losing focus on the fine print. Benefits - Major Medical Health Insurance – Robust medical coverage with employer contributions toward premiums. - Voluntary Benefits – Access to dental, vision, supplemental life, disability, accident, and other optional coverages.