• You'll own the execution side of our client operations: running data imports, generating recurring reports, supporting day-to-day client requests, and keeping producer records clean and accurate across our platform • Execute producer, agency, and appointment data imports into Producerflow • Generate and deliver recurring client reports (daily, weekly, monthly) • Respond to client requests in Slack and HubSpot using established playbooks • File bug reports in Linear with clear reproduction steps • Support data migrations, UAT testing, and one-off data corrections • Keep internal playbooks and SOPs up to date as processes evolve

• You are a Semiconductor Manufacturing Operations expert with deep industry and ERP experience. • The business architect plays a crucial role in aligning business strategy with technology solutions across the supply chain domains. • Analyze business processes, identify areas for improvement, and design optimized workflows to enhance efficiency and productivity. • Collaborate with diverse teams to align on an end-to-end transformation strategy to achieve strategic business outcomes. • Work with senior leadership to develop and refine the strategic roadmap for our silicon and optical supply chains. • Implement industry best practices to enhance operational efficiency, reduce costs, and improve time-to-market for silicon and optical module products. • Ensure that technology infrastructure and applications support business processes and strategic goals. • Develop and supervise key performance indicators to measure the effectiveness of the business process and initiatives.

• Own the proactive monitoring of provider API health across 50+ banking connections. Track bank data quality metrics, API response times, and connectivity status. Identify and investigate anomalies — when time-to-authorize increases for a high-volume provider, you're the person who notices, investigates, and acts. Maintain and update the provider status channel so support, customer success, and product teams have reliable, real-time visibility. • Manage the SWIFT exception queue, resolving repair cases and coordinating with banks and/or clients to clear blockers. Handle provider verification workflows across SWIFT, Plaid, Blink, and other connectivity channels. Ensure provider data in Circit's systems is accurate and current. • Support the activation process for new bank connections — coordinating between Circit's engineering team and bank technical contacts to ensure smooth go-lives. Maintain the provider database with accurate coverage, authentication types, product support details, and connection status. • Provide post-go-live support for clients on newly activated bank connections. Create and maintain client authorization guides. Act as the operational bridge when clients encounter provider-specific issues, communicating with banks on behalf of clients to resolve blockers. • Spend 20-30% of your time embedded with the product team, providing operational context that informs roadmap priorities. Surface patterns from provider monitoring that indicate product improvements needed. Contribute to data quality definitions and admin panel documentation for broader team enablement. • Build and maintain operational playbooks for provider monitoring, exception handling, and activation processes. Identify recurring issues and propose automation or process improvements. Contribute to the provider management vision — making provider information self-serviceable for customer success and support teams.

• Be the first responder to any inbound market signal, dispatch notification, or grid operator communication — drop everything and execute • Lead all internal coordination during a dispatch event: activate the portfolio, align the AGent team, communicate status in real time, and drive toward a flawless delivery • Monitor market alerts and high-alert conditions, keeping the internal team informed and prepared to act • Conduct and coordinate dispatch verification tests, including seasonal portfolio testing for market compliance • Capture lessons learned after every dispatch event; track and resolve any customer issues that arise • Audit offers portfolios regularly to identify suboptimal schedules, sites not in market, or incorrect kW offer values • Support the Energy Markets team with offer management and real-time market optimization during dispatch windows • Own the dispatch readiness calendar — ensure all customers are tested, validated, and prepared well ahead of seasonal start dates • Create and deliver seasonal readiness communications to customers ahead of peak dispatch periods • Monitor customer participation performance and proactively address gaps before they become issues • Maintain accurate, up-to-date records of customer site status, program enrollment, and readiness in HubSpot • Manage new customer onboarding end-to-end: from signed contract through market entry and first dispatch • Serve as the primary point of contact for customers throughout onboarding and early account lifecycle • Partner cross-functionally with Field Engineering, Energy Markets, and Sales to deliver a seamless customer experience and ensure clean internal handoffs • Schedule and lead onboarding check-ins and status updates with customers and internal stakeholders • Ensure timely collection of interval data, site information, and documentation required for market registration • Support customers and the sales team with account-related questions beyond onboarding • Build the processes, playbooks, and templates that will define AGent's customer success function as the company scales • Eventually hire and manage a lean team of customer success associates as the portfolio grows • Own HubSpot as the system of record for customer accounts. From signed customer agreement through payments, this role will own all of the required Hubspot processes and data and must maintain rigorous data hygiene • Work with the Head of Operations to tighten internal data flows and build reporting that gives leadership real-time visibility into portfolio health • Contribute to process documentation across dispatch operations and customer success • Identify and implement tools and automation that reduce manual work and improve operational efficiency • Actively use Claude AI to draft customer communications, build process documentation, synthesize market information, and scale output across the role • Bring a continuous improvement mindset to how AI can reduce toil and increase quality across operations