Role Description The aim of our R&D Operations team is to ensure the smooth and efficient functioning of all operational, project, and cross-functional activities that support our product and engineering organization. This involves: - Coordinating procurement - Managing vendor relationships - Tracking critical metrics - Driving compliance and governance programs We work proactively across teams to remove friction, improve visibility, and ensure that processes are followed consistently — from daily cloud cost controls to weekly health metrics. Ultimately, we are dedicated to enabling our R&D teams to focus on delivery by handling the operational backbone that keeps everything running. Qualifications - 3–6+ years of experience in an operations, project coordination, or business analyst role, preferably within a software or technology organization - Strong organizational and time-management skills, with the ability to manage multiple concurrent workstreams - Proven ability to coordinate cross-functionally across engineering, finance, legal, and vendor teams - Experience working in or alongside Agile/Scrum development teams - Strong verbal and written communication skills, including experience preparing management-level presentations and metric reports - Experience with vendor management, procurement processes, and contract coordination - Proficiency with JIRA for ticket tracking and project coordination - Familiarity with cloud platforms (AWS, IBM, or Azure) at a conceptual level for cost monitoring purposes - Advanced proficiency in Microsoft Excel, including pivot tables, charting and graphing, advanced formulas (e.g., XLOOKUP, INDEX/MATCH, array formulas), and data analytics techniques for deriving insights from operational datasets - Strong proficiency in Microsoft PowerPoint, with the ability to build clear, visually compelling presentations - Experience with project and work management platforms such as Monday.com, Asana, or equivalent tools for coordinating tasks and team workflows - Working understanding of basic database querying concepts, including the ability to read and construct simple SQL SELECT queries for data retrieval and reporting purposes - Foundational understanding of software development concepts, including the software development lifecycle (SDLC), version control, release cycles, and how development, QA, and operations teams interact within a product organization - CEFR B2 level English proficiency or higher is required - Ability to work effectively in cross-functional teams Requirements - Frequent Metrics Reporting – Maintain and update numerous source files used for weekly reporting, these will come from a variety of tools, teams, and processes - Cloud Cost Controls – Perform regular monitoring of R&D cloud spend; coordinate with R&D teams on individual spending overages; track the cost impact of new and ongoing projects; produce weekly cloud spend health reports - Escalations Management – Intake escalations coming from Support, Sales, Services, and other internal teams; update and manage JIRA tickets escalated to the R&D team - Translation Coordination – Coordinate regular translation projects between the R&D and vendor - Procurement Coordination – Act as the coordination layer for procurement activities by aligning with procurement managers, legal, security, and R&D teams; manage timelines, facilitate communication, drive approvals, and support peer evaluation of vendor solutions to ensure well-rounded selection decisions - Internal Accounting & Vendor Management – Maintain tracking of different vendor products to ensure that renewals and usage align with our agreements, coordinate any billing related items vendors, and expense related items within the team - Meeting Coordination – Facilitate recurring weekly meetings for various internal groups; take and distribute meeting notes; update required tools such as slides, Monday.com, or equivalent platforms - Development Hours Logging – Work with Development leads to identify and track hours spent on innovation to create precise auditable records, these will be used for different financial reporting projects - Accessibility Compliance – Support client’s accessibility needs with Product Management, Compliance, R&D, and Vendors to produce necessary reports and coordinate product gaps - Security & Compliance – Coordinate with the Compliance team to ensure all outstanding training and security tests are completed across R&D teams; review open-source tooling for compliance eligibility and direct product security escalations to the appropriate R&D team - People Programs & Events – Coordinate team events (large and small) including venue/vendor scheduling, catering, invitations, and on-site execution; ensure events run smoothly and that budgets and payments are properly arranged Benefits - Market Leading Compensation Package - Wellness Programs to Support Health and Wellbeing - Working with the latest tools and technologies in a fast-paced environment - Remote Work Flexibility - Comprehensive Employee Insurance Coverage: Medical, Dental, Vision, Life Insurance - Annual Time Off: Time off is provided in accordance with applicable legislative requirements - Global Connected Culture: Hubs in Romania, UK, US, Canada - Dynamic Work Culture: Thrive in our innovative and multicultural environment - Grow with Us: Continuous development opportunities

• 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