• Develops and leverages relationships with internal and external stakeholders to meet strategic business objectives • Respond to inbound support requests related to the Yardi Senior product suite via help desk platform, phone, email, or chat • Troubleshoot and resolve technical issues related to the platform, ensuring a high level of customer satisfaction • Document, prioritize, and track all inquiries and issues in the help desk ticketing system (e.g., JIRA, ServiceNow, Zendesk) • Ensure all tickets are followed up on, updated regularly, and resolved in a timely manner. • Guides stakeholders through platform features, offer solutions to common problems, and provide training or advice to improve their use of the Yardi Senior product suite • Stays up to date on new features and product updates within the Yardi Senior product suite to maintain a high level of technical knowledge and service excellence • Strives to meet or exceed service level agreements (SLAs) for ticket resolution, response time, and customer satisfaction • Collaborates with internal support teams to resolve challenges • Understands and fosters cross-program and cross-functional dependencies to champion execution success and maximize value capture • Develops regular and thorough status communications for senior leadership and stakeholders • Anticipates and mitigates risks, dependencies, and impediments to facilitate resolutions

• Lead a team responsible for the design, delivery, and continuous improvement of software solutions • Define the vision, architecture, and roadmap for enterprise-scale student support Conversational AI chatbot solutions • Own the end-to-end strategy, design, and delivery of conversational AI platforms • Lead the development and optimization of chatbots using CX Agent Studio, Dialogflow CX and GCP services • Manage and mentor a team of developers and engineers • Establish priorities, KPIs, and success metrics to balance delivery, quality, and innovation • Collaborate with cross-functional stakeholders to align solutions with business needs • Ensure chatbot solutions are scalable, secure, and aligned with enterprise architecture standards • Oversee budget planning, forecasting, and cost optimization for chatbot platforms and cloud infrastructure • Monitor system performance, usage analytics, and continuously improve chatbot effectiveness • Drive adoption of best practices in software engineering, DevOps, and agile methodologies • Provide regular updates to leadership on project progress, risks, and financial status • Ensure compliance with data privacy, security, and accessibility standards • Champion continuous improvement and innovation in AI-driven student support • Manage relationships with external vendors and partners

• Lead day-to-day operations of attest engagements (audits, reviews, compilations, and agreed-upon procedures). • Supervise and mentor junior and senior associates during fieldwork and throughout the engagement cycle. • Review workpapers and draft financial statements to ensure compliance with professional standards (GAAS, SSARS, and other relevant frameworks). • Identify and resolve accounting and audit issues with guidance from managers or partners as needed. • Serve as a primary point of contact for clients during engagements to coordinate requests and deliverables. • Assist with engagement planning and scheduling, ensuring adherence to budgets and deadlines. • Participate in staff training, development, and performance evaluations.

• Provide systems support to all areas of the profit center’s client interactions • Manage master data, including creation, updates, deletions, and ongoing data integrity • Oversee dealer onboarding processes, ensuring accurate system setup and alignment with operational standards • Review and validate system configurations for new and existing users, making adjustments and corrections as needed • Provide quality assurance for imported data and ensure consistency across systems • Assist in the development and delivery of reports, dashboards, and data analysis to support business decisions • Support the data warehouse by identifying and revising reporting requirements in collaboration with stakeholders • Evaluate, test, and implement new or upgraded software systems; contribute to strategic decisions regarding system enhancements • Communicate with carriers to provide accurate data, resolve discrepancies, and support operational needs • Collaborate with external agencies to provide rate development support using current structures, product data, and custom reporting • Recommend and implement process improvements to enhance operational efficiency and data accuracy • Handle confidential data and information in accordance with company policies and compliance standards • Engage in continuous personal and professional development to stay current with industry trends and technologies