• Own and manage implementations focused on: Web Filter and Safety Management deployments • Help customers understand and complete key milestones in implementation • Validate that technical setups are correctly completed • Share best practices with customers that result in a great experience • Manage concurrent implementation projects for assigned customers; this includes but is not limited to, project-tracking, leading onboarding calls, and training users on Gaggle’s customer portal • Collaborate effectively with both internal teams and external district teams to coordinate project milestones, timelines, and deliverables • Ensure implementation projects with district partners are completed within 60 days of purchase • Support Customer Success Managers with the technical responsibilities of an account set-up for large school districts as they onboard to Gaggle • Communicate with internal teams to ensure an efficient implementation experience • Guide and educate customers to ensure understanding of services purchased as well as successful outcomes • Provide exceptional customer service on all interactions through emails, calls, and meetings • Monitor each district for 30 days to ensure they have been properly set up for success • Provide visibility to internal teams when customers are at-risk of not enabling services within 60 days and coordinate a plan to get their implementation back on track

• Facilitate and lead the implementation of Syndio’s software to ensure it is a perfect fit for each customer-facing team and the customer. • Lead efficient and effective product training tailored to each customer to maximize each team's success with Syndio’s software. • Identify and triage key project/implementation risks and work with internal teams to mitigate and resolve them. • Influence and create the playbooks for systems and processes to scale future team members and customers; assist in the management of systems and processes. • Understand the customer’s org structure and the appropriate stakeholders that are critical to the onboarding, and make sure their unique needs are always being met. • Define metrics and KPIs that showcase onboarding and adoption success. • Ensure our users and customers are successful within their first 45, 90, 120 days of Syndio including responsibility for adoption and satisfaction metrics. • The IM will be passionate about Syndio’s technology solutions with a focus on technical proficiency related to product functionality and implementation. • Build cross-functional relationships with Marketing, Product, and Engineering to create a unified customer experience and represent the customers’ voice and insights.

Role Description SHAZAM is looking for a Core Implementation Specialist to join our KinetiCore implementations team. In this role, you will provide quality installation and training for the KinetiCore core and ancillary systems while building a strong foundation for a lasting business relationship. This role will work within all phases of the conversation process of an assigned area and assist in training others. What you'll do: - Responsible for the validation of data, workflow, procedures, and processes within the loan area(s) which may include our other applications. - Works independently with clients during the onboarding process to resolve any issues and engage other team members as needed. - Works with banking product providers including but not limited to bill pay, imaging, and core processing. - Travels to customer site for implementation if requested. Qualifications - Minimum of five years' experience in banking operations is required, loan operations preferred. - Knowledge and work experience with secondary loan servicing (Freddie Mac, Fannie Mae, FHLB, USDA, etc.) is a plus. - Experience with Microsoft Office applications, ticket tracking system, and customer service. - Ability to work occasional evenings or weekends to support a customer go live. - Organization and time management skills. - Attention to detail and accuracy. - Insurable driving record and proof of personal liability auto insurance coverage of at least $300,000. Benefits - A mission-driven company with a strong sense of purpose. - A hybrid work environment that values flexibility and collaboration. - Opportunities for professional development and career growth. - A culture that values innovation, integrity, and community impact. - Excellent benefits: - Health, dental, and vision insurance. - 401(k) retirement plan with company match. - Flexible spending and health savings accounts. - Life insurance and short- and long-term disability provided at no cost. - Time away from work – PTO, VTO, paid parental leave, and company holidays. - Educational assistance.

• Configure systems from end-to-end under the direction of a project lead • Troubleshoot errors and perform quality assurance testing • Participate in functionality delivery sessions with clients • Assist with business requirements gathering and implementation sessions • Conduct technical investigations and initial troubleshooting of client issues • Enable successful go-lives acting as the first line of QA before UAT • Assist in performing integrated system testing for new features • Support the Help desk as needed to resolve complex system tickets • Other duties as assigned