• Play a critical part in ensuring Gainwell is meeting our clients’ objectives in important areas • Under minimal direction, formulate and define system scope and objectives based on both user needs and a good understanding of information technology, business processes, and industry requirements • Act as a liaison between client and technical solutions/support groups, using advanced communication skills to elicit, document, analyze and validate client requirements • Apply extensive knowledge of the client’s business and industry to develop requirements specifications • Document requirements and translate into proper system requirements specifications using high-maturity methods, processes, and tools • Develop visualization, user experience and configuration elements of solution design • Execute and coordinate requirements management and change management processes • Develop and maintain internal and external relationships to support management of scope and expectations • Participate in proposals, feasibility studies, implementations, and new business development • Operates as a team member and as a team leader • Advise on methods to improve business processes

• Manage the full lifecycle of enterprise SaaS and AI software assets • Administer and maintain software licensing across multiple enterprise platforms and vendors • Run and analyze license utilization reports from vendor portals and internal systems • Reconcile purchased licenses against assigned and consumed licenses • Assign, transfer, and revoke software licenses based on user access requirements • Maintain accurate software entitlement, usage, and renewal records • Monitor software usage trends and provide recommendations for optimization • Help evaluate AI software consumption models, usage metrics, and licensing impacts • Utilize Okta, ConductorOne, and related tools to review and manage software access groups • Work closely with Strategic Sourcing, Procurement, Legal, and Finance teams on software renewals • Assist in evaluating vendor proposals, renewal terms, and pricing structures • Maintain relationships with software vendors and escalate operational issues • Develop reporting and dashboards related to software inventory and savings opportunities • Track and communicate realized cost savings and optimization initiatives • Participate in software audits and compliance reviews as needed • Assist with software consolidation efforts during acquisitions

• Partner with TMO leadership and agency stakeholders to identify business needs, document requirements, and translate operational challenges into clear requirements and specifications. • Facilitate requirements sessions, workshops, and stakeholder interviews to gather information and validate business requirements. • Conduct gap analyses to identify process inefficiencies, operational risks, and opportunities for improvement. • Manage stakeholder expectations and maintain alignment throughout transformation initiatives. • Support the development, implementation, and ongoing maintenance of transformation program success metrics and Key Performance Indicators (KPIs). • Establish and maintain KPI tracking methodologies, dashboards, and reporting processes used by leadership to monitor transformation progress and outcomes. • Prepare recurring reports and presentations for executive leadership and transformation governance meetings. • Assist with the development and maintenance of agency readiness scorecards and transformation progress tracking. • Participate in Business Process Reviews (BPRs) for newly acquired agencies, ensuring consistent evaluation and documentation methodologies across the organization. • Analyze agency workflows and operational processes throughout the insurance policy lifecycle to identify standardization and optimization opportunities. • Evaluate operational tools, technology solutions, automation opportunities, AI capabilities, and vendor offerings, providing recommendations to improve efficiency and scalability. • Document current-state and future-state processes, pain points, risks, and recommended improvements. • Support agency assessments and data readiness activities for Applied Epic migration initiatives. • Collaborate with data quality teams to validate agency data, identify conversion risks, and support remediation efforts. • Participate in data mapping reviews, testing, and post-conversion validation activities. • Help coordinate Applied Epic conversion timelines and support successful project execution.

• Assist in capturing business requirements and translating them into technical specifications for the data and analytics teams. • Evaluate existing workflows to identify opportunities for automation, efficiency, or better data integration. • Work within the Agile framework to draft user stories and acceptance criteria for upcoming development cycles. • Assist in the design of source to target maps (STTM) to help developers build. • Assist in the design of Power BI dashboards that help business stakeholders track key performance indicators (KPIs). • Help ensure that delivered technical solutions meet the original business requirements through rigorous testing and feedback loops. • Engage in regular sprint meetings, stand-ups, and retrospectives to ensure alignment between business goals and technical execution. • Leverage AI agents and provide feedback to train and refine the models output.