• Serve as the primary lead during the critical first phase of the customer lifecycle, providing expert guidance on best practices for platform configuration. • Proactively identify opportunities for expansion and up-selling during the implementation phase by recognizing unmet customer needs and collaborating with the Client Success team to capture new revenue streams. • Anticipate potential roadblocks in the onboarding process. When issues arise, you don’t just report them—you propose creative, scalable solutions that keep the project on track. • Manage complex, multi-stakeholder implementations, including new and existing clients, ensuring all deliverables are met with precision and within established timelines. • Act as the "voice of the customer" for the Product and Engineering teams, synthesizing customer feedback into actionable insights for future platform enhancements. • You contribute to a scalable deployment playbook — finding ways to apply what's worked before rather than reinventing the wheel with each new customer. • Design and deliver high-impact training webinars and on-site training sessions that go beyond "how-to" and focus on "why," driving deep user buy-in. • Maintain meticulous records in HubSpot and other internal tools, ensuring a seamless hand-off to the post-implementation support teams.

• Own the Full Implementation Lifecycle: Lead customer implementations from kickoff through go-live — managing timelines, aligning stakeholders, and ensuring every customer launches successfully on Puzzle. • Configure the Platform to Customer Needs: Translate each firm’s accounting workflows into Puzzle — chart of accounts setup, reporting structures, close processes, and operational requirements — so the platform works exactly the way they need it to. • Manage Data Migration: Own the migration of customer financial data from source systems (ERP, GL, spreadsheets), validate accuracy, and lead testing and reconciliation to ensure nothing is lost in translation. • Lead Testing and Go-Live Validation: Verify that financial workflows, reporting outputs, and system configurations reconcile accurately before handing customers over to the Customer Success team. • Be the Primary Customer Contact: Guide customers through onboarding, training, and change management — providing clear, consistent communication and building trust at every stage of the process. • Identify and Resolve Risks Early: Spot issues across data, processes, or timelines before they become blockers, and partner with Product and Engineering to drive resolution quickly. • Improve the Playbook: Develop and maintain implementation best practices and documentation as we scale, making each implementation better than the last.

Role Description We are seeking a high-energy, strategic Implementation Specialist to lead the successful integration of ClassWallet’s solutions for our most valued partners. This isn't just a support role—it is a consultative leadership position. You are the architect of the customer’s initial success and the primary driver of long-term platform adoption. As an Implementation Specialist, you don’t just follow a checklist; you own the project lifecycle. You will act as a trusted advisor to school districts, state agencies, and foundations, leveraging a deep understanding of their unique challenges to propose "out-of-the-box" solutions that align their workflows with our technology. Your goal is to turn complex onboarding into a seamless, value-driven experience that secures revenue and mitigates churn before it starts. This is a role for someone who is equally comfortable building relationships and rolling up their sleeves to get things done. Responsibilities - Serve as the primary lead during the critical first phase of the customer lifecycle, providing expert guidance on best practices for platform configuration. - Proactively identify opportunities for expansion and up-selling during the implementation phase by recognizing unmet customer needs and collaborating with the Client Success team to capture new revenue streams. - Anticipate potential roadblocks in the onboarding process. When issues arise, you don’t just report them—you propose creative, scalable solutions that keep the project on track. - Manage complex, multi-stakeholder implementations, including new and existing clients, ensuring all deliverables are met with precision and within established timelines. - Act as the "voice of the customer" for the Product and Engineering teams, synthesizing customer feedback into actionable insights for future platform enhancements. - You contribute to a scalable deployment playbook — finding ways to apply what's worked before rather than reinventing the wheel with each new customer. - Design and deliver high-impact training webinars and on-site training sessions that go beyond "how-to" and focus on "why," driving deep user buy-in. - Maintain meticulous records in HubSpot and other internal tools, ensuring a seamless hand-off to the post-implementation support teams. Qualifications - Consultative Mindset: You don’t just take orders; you ask "why" and offer a better way. - Proactive Ownership: You see around corners and solve problems before the customer even notices them. - Exceptional Communicator: You can command a room (or a Zoom call) and translate technical jargon into business value. - Creative Agility: You think outside the box to solve "unsolvable" workflow hurdles. - Revenue-Focused: You understand that customer success is the primary engine for company growth. - Experience: 3+ years in a client-facing implementation, consulting, or strategic account management role (SaaS experience preferred). - Analytical Prowess: Ability to interpret complex data and translate it into a compelling narrative for customers. - Tech Savvy: High proficiency in Microsoft Excel (data analysis) and Google Suite. - Proven Track Record: Demonstrated ability to manage high-stakes projects with multiple moving parts and demanding stakeholders. - Education: BA/BS degree preferred. Project Management Professional certification is highly preferred. Benefits - Excellent salary and benefits commensurate with experience. - Positive, family-oriented team environment focused on encouragement, positive reinforcement, and gratitude. - Healthy perspective on work-life balance. Company Description ClassWallet is a financial technology company serving agencies delegated responsibility to manage public funds. ClassWallet’s suite of products and services empowers agency administrators to dramatically increase efficiency of funds distribution and spend compliance, reduce programmatic costs, maximize the full potential impact of the program, and satisfy the needs and expectations of policymakers, constituents and public reporting. ClassWallet has processed over $3.5 Billion to date and serves public agencies across 33 states. The Company has developed an industry-defining digital wallet solution which has gained rapid traction among state and local agencies and school districts across America. ClassWallet ranks as the 61st fastest growing software company on the prestigious Inc. 5000 list of fastest-growing private companies and the 21st fastest growing financial technology company on the Deloitte Technology Fast 500 in 2023. ClassWallet is proud to be an Equal Opportunity Employer. Applicants are considered for all positions without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, marital or veteran status.

Role Description The Senior Network Engineer and Firewall Implementation is a dual role member of the Managed Security Services (MSS) Team and is responsible for helping the MSS and Managed Cloud Teams implement, manage and maintain client firewalls and switches. This role will be an escalation and confirmation point in the process of event triage and response for client firewall, switching, and VPN related issues and must be able to perform many different tasks within the SOC and mentor other SOC resources to further expand the SOC’s capabilities and capacity to grow, with a focus on extending the firewall and network administration capabilities within the team. This position will require maintenance and support work outside of normal business hours (8 am – 5 pm) Eastern including nights and weekends at times based on client requirements and change management windows. Qualifications - Knowledge of various firewalls types with required experience with Fortinet or Cisco - Experience with administering common network services, such as DNS, DHCP, NTP, etc. - Demonstrated ability to analyze, triage, and remediate firewall and network related issues - Excellent verbal and written communication skills - Experience in troubleshooting in a technical environment - Excellent analytical and problem-solving skills - Superior customer service skills - Have or acquire one or more certifications in the cybersecurity domain including, but not limited to: CCENT, CCNA, NSE4 and above, PCNSE, etc., CISCO, Fortinet, Microsoft, Network +, Security+ Requirements - 7+ years of working knowledge of firewall, networking, and security-related information technologies Benefits - Work remotely and provide own computer, printer/scanner, computer audio capability, cell phone, Internet service, and Microsoft Office software. - This position may require occasional travel for training and meetings. Projected <5%. Company Description - Currently Clearwater is a “virtual” company and all colleagues work remotely.