• Execute the operational flow: Lead daily cash inflows and outflows (multi-product, multi-currency), ensuring excellence at every cutoff: file uploads, status monitoring, account onboarding, and voucher/document control. • Ensure financial integrity: Lead weekly reconciliations in coordination with Administration and Accounting to optimize monthly close SLAs and proactively detect variances. • Optimize the payments ecosystem: Identify deficiencies and improvement opportunities in payments, FX, and account onboarding processes; analyze their impact and propose disruptive solutions. • Management control: Collaborate with internal and external payment owners to identify and mitigate deviations from operational objectives. • Cross-functional synergy: Proactively work with CX, Ops, CS, and Collections teams to ensure top-tier service standards across our products (Factoring, FX, etc.).

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.