• Provide effective supervision and coaching to sales team management, addressing call reviews, escalations, and complaint handling • Collaborate with Compliance, HR, and management to recommend and monitor individuals requiring additional supervision • Prepare regular reports on supervisory trends and activities, executing plans for issue remediation. • Conduct self-audits of branch office records and reviews of electronic and written communications • Provide backup support to other department teams, including call quality reviews, participating in calibrations and disputes, and performing suitability and trade reviews as needed • Partner with Training, Compliance, and Legal staff to develop and maintain supervisory policies, procedures, and training resources. • Provide training to relevant stakeholders

• Develop and implement standard operating procedures for how the Technical Consulting Team interacts with internal and external stakeholders. • Strategize and consult with customers to understand their motivations, business drivers, strategic goals, and desired business outcomes • Design an appropriate adoption plan and execute in a timely fashion • Identify and overcome potential constraints, create positive outcomes and increase customer feature adoption and engagement • Structure and lead specific training for customers involving many users with varying skill sets and responsibilities • Break down complex and technical concepts for a wide audience of different stakeholders with a varying degree of technical expertise • Serve as a technical expert and maintain a deep understanding of customer behaviors, product functionality, and industry best practices • Partner with team members across Project Management, Customer Success, Service and Support to troubleshoot complex issues and drive successful outcomes for our customers • Collaborate cross-functionally with product development teams to guide Juniper Square’s product roadmap that reflects the voice of our customers • Work across the organization to create, document and maintain consistent messaging around product and procedural best practices. • Use AI tools as part of your core delivery workflow to produce sharper, faster, more customer-ready output. • Identify AI and integration opportunities from customer conversations, pain points, and workflow gaps, and give credible guidance on what's buildable and the best practices.

• Search and confirm travel reservations for the customer • Have a strong understanding of a client travel policy and can consistently provide consultation to the customer • Fulfill all requests regarding necessary regulations • Provide the client with the required industry information, such as low fares, exchange costs, and penalties • Seek opportunities to review operational processes and commercial relationships with client to provide suggestions for improvement • Maintain, actively communicate, and seek expansion of current knowledge of the state of the various travel industries supported

• Search and confirm travel reservations for the customer • Have a strong understanding of a client travel policy and can consistently provide consultation to the customer • Fulfill all requests regarding necessary regulations • Provide the client with the required industry information, such as low fares, exchange costs, and penalties • Seek opportunities to review operational processes and commercial relationships with client to provide suggestions for improvement • Maintain, actively communicate, and seek expansion of current knowledge of the state of the various travel industries supported