• Provides direct support to the Business Banking client around onboarding, sales and service and ongoing client relationship management • Develops and facilitates the client’s engagement through managing customer relationships, customer service interaction, credit, deposit, and treasury service processes • Provides guidance, mentorship, and training to the RSI and RSII roles. • Coordinate client sales and service execution with Business Banking Teams and partner groups. • Ensure that daily incoming customer requests, inquiries and escalated issues are solved in a consistent, professional manner. • Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints • Serve as backup to other Relationship Specialists as needed. • Research, troubleshoot and solve customer issues and communicate “best practices” to enable consistent solutions • Facilitate reporting for Business Banking teams and stakeholders to actively manage workflow around client sales, compliance, credit management, renewals and partner referrals. • Adhere to all applicable laws and regulations governing bank operations • Facilitate new account deposit openings and manage the cross-sell implementation of all related product set-ups. • Actively manage overdrafts, unposted items, and loan payment issues needing correction. • Manage the communication, development and documentation of all policies and procedures. • Create common knowledge within teams and consistent execution of Business Banking customer service procedures. • Participation in projects, initiatives and committees to develop efficient, streamlined work processes.

• Schedule tele consults, appointments with Medical Managers and acclimation case holders with the Behavioral Care Team. • Prepare and fax documentation for regulated patients. • Resupply eligible patients. • Complete assigned tasks and projects quickly and with consideration to appropriate priority. • Provide general support for tools created with G Suite (or Microsoft Office/Office 365) utilized by staff. • Respond and assist customers with inquiries and/or problem resolution. • Work effectively as a team member. • Communicate effectively via phone, video conferencing, email and text.

• Oversee and manage the end-to-end delivery of professional services engagements - holding accountability for outcomes across onboarding, implementation, consulting, and technical advisory program • Act as the primary point of contact for customers, ensuring alignment of scope, timelines, deliverables, and success criteria • Ensure technical alignment across data protection for on-premises and cloud environments - coordinating with Enterprise Architects and other technical PS resources to maintain delivery integrity • Own delivery of project documentation, handover materials, and post-engagement reporting; coordinate knowledge transfer sessions with customer teams • Identify and support follow-up opportunities with Sales and Customer Success • Coordinate and lead engagement kick-off calls: Defining team roles, delivery approach, and program governance from day one • Develop and manage detailed implementation plans, tracking milestones, deliverables, and dependencies across the full project lifecycle • Coordination of customer stakeholders - providing clear direction, managing workstreams, and maintaining momentum throughout delivery • Own end-to-end status reporting to all stakeholders - producing regular written updates, executive summaries, and escalation reports • Lead technical coordination across customer environments, partner resources, and Veeam delivery teams to ensure integration and alignment • Manage scope changes formally - documenting, assessing impact, and obtaining approval before adjusting delivery plans • Manage multi-workstream engagements including planning, milestones, and dependencies • Drive proactive RAID management • Develop and own project plans - maintaining an accurate, up-to-date view of schedule, resource allocation, and project health • Coordinate delivery partner and subcontractor resources - managing performance, ensuring quality, and driving accountability against agreed outcomes • Facilitate structured program governance - running regular delivery forums, decision checkpoints, and steering reviews with customer and internal leadership • Drive continuous improvement in delivery approach - identifying process gaps and implementing best practice across engagements • Coordinate across TAMs, Solution Architects, Support, Sales, and Customer Success • Contribute to delivery playbooks and methodologies • Lead Technical Program Management activities (e.g. Veeam Cyber Secure) acting as the Veeam program lead for complex partner-driven or channel delivery requirements • Serve as delivery lead for strategic channel partner engagements, managing program scope, milestones, and outcomes on behalf of Veeam Professional Services • Build strong stakeholder relationships across customers and internal teams • Own rollout plans and drive enablement and adoption activities to ensure successful customer outcomes • Drive alignment and accountability for delivery outcomes • Manage communications to all project stakeholders - customers, partners, approved subcontractors, and internal account teams - ensuring timely, accurate, and consistent messaging • Develop and maintain stakeholder engagement plans; proactively manage expectations through clear and regular communication • Lead change management activities - assessing readiness, coordinating communications, training, and adoption tracking to ensure successful rollout • Mentor junior team members and share best practices • Support standardization of delivery processes • Travel 20–30% as required

• Evaluate sales forecasts and execute inventory purchases that support sales optimization, turn expectations, and in-stock goals across a high-SKU assortment. • Leverage AI-powered demand forecasting platforms to translate signals into actionable replenishment decisions — and bring the judgment to know when manual intervention improves on the model. • Own and maintain supplier configurations and replenishment parameters within planning and ERP systems across your assigned vendor base. • Investigate forecast exceptions and drive accuracy and bias improvement through data-informed adjustments. • Monitor key inventory KPIs and drive corrective action. Build and maintain reporting in Looker, Excel, and AI-driven analytics tools that goes beyond describing what happened to recommending what to do next. • Partner with Merchandising and Marketing to develop strategies that move aged inventory. • Work closely with suppliers to ensure follow-through on replenishment orders and forecasted commitments. • Liaise with Billing and Accounting on invoicing and receipt discrepancies. • Track orders from PO submission through EDI confirmation and receipt into fulfillment centers. • Recommend stock balance transfers between warehouse locations based on demand signals and fulfillment data. • Champion ongoing improvement in planning systems, data quality, and processes. Proactively identify and pilot AI and automation opportunities — anomaly detection, automated reorder triggers, scenario modeling — and share what works with the broader team.