Role Description The Role: Asset Administration, Operations Specialist Location: This position is remote in Denver, CO. - Review and update client account information including, but not limited to, monthly valuation data, LLC dissolutions, and assets in receivership. - Identify and assess client’s submissions to achieve compliant results. - Provide accurate, valid and complete information by using the right methods/tools in accordance with company procedures. - Maintain records of client submissions, process client requests and file documents. - Follow communication procedures, guidelines and departmental policies and procedures. - Other duties as assigned to support the overall success of the team and organization. Qualifications - Knowledge and understanding of IRS Regulations for retirement accounts & qualified plans. - Strong written and verbal communication skills. - Proficiency with Microsoft Office. - Strong organizational skills, ability to multi-task, prioritize, and manage time effectively. - Ability to identify process improvements and efficiencies, strong problem-solving skills. - Ability to work under pressure, self-motivated and resourceful. - Must be able to sit and/or stand in an office or remote setting for long periods of time while working. Requirements - This position is up to $25/HR depending on experience. - This is a contractor position and is remote in Denver, CO. - Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches. Benefits - Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. - Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws.

• Design and implement a scalable deal desk process covering standard, non-standard, and enterprise deal structures • Build and enforce an approval authority matrix in coordination with Legal, Finance, and Sales leadership • Own all order form templates; manage version control and field-level standards in Salesforce/CPQ • Create and maintain deal desk SLAs, escalation paths, and exception handling documentation • Ensure accurate opportunity data (product, pricing, terms, start/end dates) is captured before close • Partner with Finance on revenue recognition inputs, billings data quality, and bookings attainment reporting • Own the handoff protocol between Sales close and Finance/Billing, reducing rework and booking errors • Work with SalesOps and RevOps systems to improve automation across deal intake and close workflows • Calculate, validate, and distribute all commission and incentive payouts on a monthly/quarterly cadence • Manage commission tool (e.g., Spiff); maintain plan configurations and employee lifecycle changes • Finalize commission data for payroll processing; maintain SOX-compliant controls • Investigate and resolve disputes in a documented, timely manner; report trends to leadership • Support annual incentive plan design alongside Finance, Sales, and HR • Provide data-backed recommendations on compensation structures and deal economics • Act as a trusted partner to Sales, Finance, Legal, and Payroll — bridging deal structure and sales reward • Build and maintain comprehensive process documentation across both functions

• We are seeking a highly organized, detail-oriented Systems & Operations Coordinator to serve as a vital link between our client's technology ecosystem and day-to-day business operations. • Acting as the primary support to the Systems Administrator, you will provide critical, hands-on maintenance for our core software applications, including Salesforce, Smartsheet, NetSuite, and Box. • Partner closely with the Office Manager to oversee insurance compliance and Certificates of Insurance (COI) management. • Conduct comprehensive weekly audits of Salesforce and Smartsheet to ensure all project statuses, pipeline updates, and financial metrics are accurate and current. • Support the Systems Administrator with user onboarding and offboarding, permission provisioning, and credential management across all primary platforms. • Oversee the folder hierarchy and structural integrity of the Box file system, enforcing strict naming conventions and ensuring document storage aligns with company SOPs. • Coordinate with the Office Manager to request, collect, verify, and track Certificates of Insurance (COI) from vendors and subcontractors. • Maintain a centralized tracking architecture (within Smartsheet or NetSuite) to proactively monitor policy expiration dates and ensure all active partners remain compliant. • Guarantee all insurance-related documentation is properly archived in Box and seamlessly mapped to corresponding records in NetSuite or Salesforce. • Serve as the internal point of contact for routine COI requests, coordinating directly with insurance brokers to secure documentation for new projects and contracts. • Build, configure, and launch new project workspaces, sheets, and dashboards utilizing established company templates. • Conduct weekly syncs with Project Managers to validate that the global Project Portfolio accurately reflects real-time operational milestones. • Assist in troubleshooting basic Smartsheet automations, formulas, and reporting structures for cross-departmental stakeholders. • Maintain and organize the company’s digital SOP (Standard Operating Procedure) library, ensuring all training materials and workflow diagrams are standardized and accessible. • Act as the first line of defense for internal software inquiries, helping team members navigate platform features and resolve minor technical friction. • Assist in facilitating training sessions for new hires and drafting intuitive, step-by-step user guides for newly deployed software features. • Monitor the performance and outputs of AI utilities (e.g., Claude AI, Fathom), ensuring meeting intelligence, transcripts, and automated summaries are accurately captured and categorized. • Participate in the UAT process for new AI agents, system integrations, and software patches prior to company-wide deployment. • Achieve and maintain a 100% compliance rate for valid, active COIs across all active vendors and subcontractors. • Noticeable reduction in stale or lagging project data within Smartsheet and Salesforce. • Rapid, helpful resolution of internal "how-to" tickets and time-sensitive insurance inquiries.

Title: Service Operations Coordinator Location: This is a remote role, but you must live in CST or EST time zones to be considered. Job Description: About APPLIED Adhesives: We have you covered. Nobody knows more about adhesives than APPLIED Adhesives. We are passionate about solving complex challenges with innovative adhesive products and offerings. APPLIED is the industry leader in helping manage costs, reduce waste, and make entire operations run more efficiently. From adhesives, equipment, parts, and service, we have you covered. With world-class adhesive products, equipment, and parts along with visionary leadership, unparalleled expertise, and an agile, responsive service team, we’re not happy simply staying put. Every day, we leverage our technical expertise and passion for problem solving for the benefit of our customers and the future of our company. We have countless victories that we could celebrate, but we’re more interested in looking forward than back. We’ve collected the talent and skills to continue innovating new product solutions and applications in emerging industries. We have the fortitude to not only accept challenges, but to seek them out. And we have the confidence and determination to become the most sought-after adhesive solutions partner. Come join us! The Role: The Service Operations Coordinator supports the Field Service Team by managing inventory, organizing customer billing and follow-up work connected to service activity. This role ensures that technician work is properly documented, parts are replenished, tailgate sales are billed, quotes and purchase orders are followed up on, and customers receive timely updates. This position works closely with Field Technicians, the Service Scheduler, Call Center, Accounting/Finance, Warehouse, and Service Leadership to keep operations moving efficiently. The goal of this role is to reduce administrative burden on technicians and the scheduler while improving billing accuracy, inventory readiness, customer communication, and follow-through after service visits. This is a remote role, but you must live in CST or EST time zones to be considered. This position requires limited travel (1-2 times per year) for internal meetings and training opportunities. Key Responsibilities: - Review submitted work orders for completeness (missing labor, travel, parts, notes, signatures, billing details, or follow-up actions). - Coordinate corrections with technicians, scheduler, or service leadership when information is incomplete. - Help ensure Work Orders are ready for billing and close-out. - Maintain clean service records in Salesforce, ServiceMax, and related systems. - Review parts used during service visits and coordinate technician truck restocking. - Track parts that need to be replenished, transferred, ordered, or followed up on. - Coordinate with Warehouse and Purchasing on availability, shipping, and backorders. - Support inventory accuracy through discrepancy follow-up and cycle count assistance. - Identify frequently used parts that may need to be added to standard truck stock. - Own follow-up for field-used parts and service-related tailgate sales. - Confirm whether parts and labor are billable, warranty, courtesy, contract-covered, or internal. - Follow up on missing purchase orders, quote approvals, and billing information. - Coordinate with Billing/Accounting to support accurate and timely invoicing. - Track open or aging unbilled service items. - Assist with parts identification, parts availability, and order status updates. - Create or support parts and service-related quotes. - Follow up with customers on quote approvals and required purchase order. - Communicate parts status, shipping updates, and backorders to customers and internal teams. - Help ensure required parts are available before follow-up service is scheduled. - Provide customer updates related to quotes, purchase orders, parts, shipments, and follow-up items. - Support clear communication between customers, technicians, scheduler, call center, billing, warehouse, and sales. - Help collect missing information needed to move service work forward. - Review technician notes and help convert recommendations into next steps such as quotes, parts orders, return visits, or depot/RMA actions. - Support and coordinate Warranty claims from field service to related OEMs. You Are Ideal for This Role If You: - Have a strong ownership mindset. - Are highly responsive and customer focused. - Have high attention to detail. - Can clearly and professionally communicate. Physical Requirements: - Must be able to remain in a stationary position. - Constantly operates a computer and other office productivity machinery. - Able to communicate information and ideas so others will understand. Experience and Qualifications: - Highschool diploma or equivalent required. - 1-3 years’ experience in customer service, service coordination, parts support, billing support, or field service administration required. - Ability to manage multiple open tasks across customers, technicians, quotes, work orders, and internal teams required. - Must have high attention to detail with parts, billing, purchase orders, and service records. - Clear and professional communication with customers and internal departments required. - Ability to prioritize urgent service needs while maintaining routine follow-up work required. - Willingness to learn service parts, equipment terminology, billing rules, and field service workflows required. - Familiarity with Salesforce, ServiceMax, ERP systems, or inventory platforms preferred. - Experience supporting technicians, service departments, or industrial customers preferred. - Understanding of parts ordering, quoting, purchase orders, invoicing, or inventory replenishment preferred. - Background in manufacturing, industrial equipment, maintenance, or aftermarket service preferred. Why Work for Us: - Medical, Dental and Vision Benefits - 401k Match - Flexible and Team-Oriented work environment - Generous PTO policy - Tuition Reimbursement - Employee Assistance Program - Career and talent development opportunities as well as opportunities for personal growth Leading with Integrity, Collaboration, and Passion In today’s dynamic business landscape, these core values serve as the compass guiding our actions and decisions. Whether it’s demonstrating leadership, fostering collaboration, igniting passion, upholding integrity, or maintaining a relentless customer focus, these principles shape our mission, vison and values, and drive our commitment to excellence. Our Core Values: Leadership We are the leaders we wish to follow at work and in our communities. Collaborative One team delivering exceptional value and service. Passion We enthusiastically pursue excellence. Integrity We choose to be ethical and trustworthy. Relentless Customer Focus Our customers are at the heart of everything we do. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Typical work is in a climate-controlled environment requiring regular use of computer and electronic equipment. We are an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status