• When you join SBI as a Engagement Manager, you are joining a firm that is on the forefront of driving innovative go-to market transformations helping clients solve their revenue growth challenges. • The Engagement Manager is responsible for the day-to-day execution of client projects as part of a broader engagement team. • The Engagement Manager will make important contributions to the client engagement by leading discovery efforts, generating thorough analysis, producing high quality deliverables, and leading the client through the implementation of the solution. • You will establish yourself as a revenue growth expert, providing insights that will result in transformational growth opportunities for our clients. • You will work on-site at the client’s locations and from your home office, reporting to an SBI Engagement Manager. • Your goal will be to ensure that our work is of the highest quality, and is delivered on-time, to the satisfaction of the client.

As a member of CFGI’s PMO Services Offering, you will act as an extension of our client’s team to advise, manage, and oversee complex initiatives across financial, operational and technological lifecycles. The Manager – PMO plays an integral role in driving successful project completion, ensuring governance, visibility, and value realization. You will manage client projects end-to-end, including scope development, budget creation and monitoring, and requirements gathering to achieve defined business objectives. This includes translating business objectives into actionable plans, facilitating stakeholder alignment, and providing input on functional and technical specifications. You will work independently while collaborating with cross-functional stakeholders to drive transformation using agile, waterfall, or hybrid methodologies. Key phases of involvement include planning, executing, testing, implementation, and deployment. Roles and Responsibilities: · Advise clients on project lifecycle best practices, ensuring planning and execution are aligned with strategic objectives. · Develop detailed work plans with activities, resource assignments, expected outcomes, and timelines. · Assume tasks within defined scope to drive execution and delivery as needed. · Identify when additional CFGI resources are required to support expanded scope. · Streamline and automate timely reporting of project status to stakeholders; maintain dashboards and KPIs. · Facilitate upward communication with Project Sponsors, Executive Leadership, Boards and CFGI leadership. · Maintain a clear focus on exceptional client service and proactively uncover new client needs; articulate CFGI offerings that address those needs. · Build and maintain strong client relationships at all levels, gaining trust and stakeholder buy-in. · Maintain a professional and positive attitude in all interactions. Preferred Skills: · Strong understanding of project management methodologies (e.g., Agile, Waterfall, Scrum). · Proficiency in project management tools (e.g., Smartsheet, Asana, Monday.com , MS Project, Others). · Ability to lead client engagements independently and drive timely, successful outcomes. · Comfortable managing multiple engagements with shifting priorities and deadlines. · Working knowledge of Financial Planning & Analysis tools (e.g., Planful, Vena, Adaptive Insights, OneStream). · Familiarity with ERP technologies (e.g., SAP, Oracle, Workday, NetSuite, Microsoft Dynamics, Sage Intacct). Qualifications and Capabilities: · Minimum of six years in project management, finance transformation, technology transformation, or professional services. · Working knowledge of finance and accounting activities through consulting or industry experience. · Proven success managing large-scale transformation programs and PMO engagements (e.g., ERP, M&A, IMO, capital projects). · Exceptional communication, facilitation, and time management skills. · Ability to think strategically and tactically; strong problem-solving and decision-making skills. · Demonstrated competence in engaging stakeholders across all levels (operational to C-suite). · Proven ability to deliver projects on time and within budget. · Experience managing multiple client projects, including business, practice, and people development. · Proficient in PMO and transformation practices; identifies complex issues and proposes solutions; supports firm training initiatives. · Viewed as key engagement leader; communicates clearly; manages own and team workload; ensures utilization and quality. · Actively mentors Consultants; demonstrates leadership and accountability; participates in firm initiatives. · Expands peer network; strengthens client relationships; supports BD opportunities; participates in recruiting.

• Own the renewal cycle for your portfolio—creating and managing quotes, coordinating timing, collaborating with internal teams, communicating (via phone, email, meeting) with customers, and ensuring renewals are closed on or ahead of schedule. • Engage with customers proactively ahead of renewal to confirm renewal value, highlight upcoming enhancements, and support renewal alignment. Renewal Managers collaborate closely with Customer Success Managers and Sales Executives but must be equipped to lead renewal conversations independently when needed, ensuring clarity and continuity in the customer experience. • Collaborate cross-functionally with Customer Success, Sales, Finance, and Compliance to ensure accuracy in renewal terms, compliance documentation, pricing, and contract structure. Attend internal and customer-facing meetings as needed to support a coordinated renewal experience and uphold Everway’s high standards for partnership and service. • Identify and collaborate on renewal risk and retention strategies by partnering with Customer Success and Sales when churn or downsell concerns arise—joining or leading customer conversations to reinforce value, uncover needs, and help shape strategic solutions that drive continued partnership. • Use tools and data (e.g. Salesforce, Gong,) to ensure renewal activities are accurately tracked, renewal stages are accurate, monitor progress toward retention goals, forecast quarterly revenue retention, and pro-actively surface insights into customer journey trends, risks, and potential expansion opportunities. • Support process improvements by helping identify and shape more efficient, automated, and customer-friendly renewal workflows. • Maintain compliance with pricing guidelines, discount thresholds, and business policies —escalating exceptions with clear strategic rationale and proper approvals. • Champion customer voice internally by sharing feedback and identifying opportunities to improve value delivery. • Stay informed on state, local, and district policy and procurement climates that may impact customer purchasing behavior—leveraging this knowledge to work effectively with procurement teams, identify potential risks, and uncover renewal or expansion opportunities within your portfolio.

• Lead and develop Claim Supervisors, ensuring performance aligns with established KPIs • Drive efficient inventory management to meet time-to-process, quality, and LPI goals • Partner with Global Service Partners to achieve SLA commitments and operational objectives • Collaborate with workforce management to balance staffing levels and operating expenses • Analyze eMOS and operational data to identify trends, remove barriers, and improve efficiency • Coach, mentor, and develop high-performing teams while supporting talent development, engagement, and retention • Demonstrate managerial courage in performance management and deliver clear, transparent communication