• Administration of the company's equity programs • Ensure accurate processing and settlement of equity transactions • Act as a liaison with stakeholders on SOX compliance • Collaborate on employee education/communication initiatives • Maintain daily recordkeeping of equity data • Reconcile transactions, termination dates, and tax withholding • Generate and review reports for Finance, Payroll, HR, and Legal • Assist with regulatory filings related to equity

• Manage incoming leads from marketing campaigns, events, and partner channels in Salesforce. • Distribute leads promptly to the appropriate sales representatives or regional teams based on assignment rules and SLAs. • Monitor lead follow-up activity and provide regular reports on response times and lead conversion. • Maintain lead quality and data hygiene across the CRM. • Assist in managing Salesforce dashboards and updating pipeline reports. • Support opportunity creation, account ownership updates, and territory alignment. • Help implement and optimize workflows to improve sales efficiency and data accuracy. • Coordinate with the Global Demand Center to ensure lead flow aligns with marketing campaigns and regional priorities. • Schedule and coordinate internal sales meetings, training, and communications. • Support onboarding of new sales reps with CRM access and process guidance. • Help produce regular performance and forecast reports for leadership. • Troubleshoot data and process issues as needed.

• Responsible for supporting a large mainframe payroll application. • Operate, monitor, and assist in the maintenance and integrity of the mainframe, peripherals, servers, and network. • Participate in Disaster Recovery and provided first level help desk support. • Able to adapt to various operational duties in customized data centers. • Maintain smooth operation of multi-user computer systems, including coordination with network engineers. • Perform systems security administration functions. • Other duties may include maintaining system documentation, system performance, and installing system wide software. • Develop and monitor policies and standards for allocation related to the use of computing resources. • Interact with users.

• Administer full-cycle (A-Z) plan operations for a caseload of 401(k) and cross-tested retirement plans. • Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4). • Coordinate year-end valuations and interpret plan documents. • Process participant transactions such as loans, hardships, and distributions. • Prepare and file IRS/government forms including 5500, 8955, and 5330. • Reconcile plan assets and complete trust accounting tasks. • Import and manage census and participant data. • Recommend and evaluate plan design changes to ensure ongoing compliance and client satisfaction. • Communicate with clients on plan administration issues with clarity and professionalism. • Leverage internal systems and technology to streamline processes and improve accuracy.