• work under the direction of the Managing Director to prepare financial plans • coordinate the workflow through the creation and maintenance of systems • assist in the daily function and activities with financial professional offices • serve as a knowledge leader using financial planning expertise • continually keep up with financial planning trends and identify relevant opportunities • manage the documentation of processes and procedures • professionally interact with financial professionals and their staff • assist with the promotion of Spire Outsourcing’s services • build and maintain relationships with CFP Board registered degree programs

• Preparation of all initial direct and delegated credentialing rosters for automated Provider Data Load (PDL) process • Process rejection reports from PDL process and correct any errors discovered • Education of CIN, groups, etc. for future expansion regarding direct and delegated roster formats to ensure accurate PDL • Internal audit (monitoring) of Provider Data, such as demographic changes, TIN adds, provider terms, etc.

• Lead, coach, and develop a team of Payment Operations Analysts, fostering a customer-first and accountable team culture. • Support team performance through regular coaching, feedback, quality reviews, and development planning. • Drive strong client service outcomes by monitoring key support metrics such as CSAT, response times, and case resolution. • Ensure clients receive timely, professional, and accurate communication throughout the resolution process. • Partner with Customer Success and Account Management teams to resolve client concerns and improve the overall payment experience. • Oversee daily payment support activities across Virtual Card, ACH, and Check payment workflows. • Act as an escalation point for complex client issues, payment exceptions, and time-sensitive requests. • Support the team in troubleshooting payment-related inquiries and ensuring issues are resolved efficiently. • Identify recurring client or operational issues and implement practical solutions to improve service quality. • Help improve internal workflows, team processes, and support documentation to increase efficiency and consistency. • Maintain standard operating procedures, training materials, and team communication templates. • Share client feedback and operational insights with internal teams including Product, Engineering, Vendor Operations, and Customer Success. • Support operational readiness for new processes, tools, and payment enhancements as the business grows.

• The Technology Operations Manager provides leadership and oversight for operational technology services, with responsibility for driving long-term platform strategy while ensuring the effective execution of daily operations. • Support a technology ecosystem that includes AWS-based platforms, distributed data center environments, enterprise applications, and SaaS operational systems. • Oversee the stability and performance of cloud and on-premises environments, leading application support and operational response processes. • Direct service delivery and technical operations teams, enabling scalable infrastructure for engineering initiatives. • Manage enterprise network and database services, partnering closely with stakeholders across technology and business functions to support organizational objectives.