Role Description The primary focus of this role is on account integration, with additional responsibilities in recurring-revenue reporting, subscription & billing setup, platform & central-station support, and documentation & data projects. Core Responsibilities - Account Integration: - Migrate customers from newly acquired alarm companies into Salesforce — accurately creating accounts, service addresses, contacts, and billing records. - Set up each integrated customer correctly: billing cycle and cadence, the correct recurring line items (alarm monitoring, video security, access control), and connection to the central monitoring station. - Handle multi-location accounts cleanly — e.g., a single billing entity with multiple service addresses across the country. - Partner with leadership through the post-close integration of each acquisition, flagging issues and edge cases proactively. - Recurring-Revenue (RMR) Reporting: - Pull Salesforce data each month to calculate total RMR and new RMR. - Build the monthly attrition report, accounting for new customers, price changes, discounts, cancellations, and transfers. - Maintain the trailing-six-month view used by leadership to track RMR and attrition trends over time. - Subscription & Billing Setup: - Create and maintain customer subscriptions each month with the correct line items and billing cadence (e.g., monthly or quarterly). - Process account updates: billing changes, address changes, added scopes of service, and other modifications. - Serve as a point person for RMR changes in Salesforce, with leadership review before implementation. - Platform & Central-Station Support: - Understand how the monitoring platform fits together: trouble signals, M2M cellular radios that connect alarm panels to the central station, and emergency dispatch verification. - Help confirm that customers’ alarm systems are communicating and monitored correctly. - Documentation & Data Projects: - Document standard operating procedures (SOPs) alongside the Customer Success Director. - Support and, where needed, help coordinate shared data projects with the I-Team. Qualifications - Exceptionally comfortable with technology and spreadsheets — fast to learn new tools and able to assemble data from multiple sources. - Strong Salesforce skills, or clearly demonstrated ability to master a CRM quickly (invoices, contacts, opportunities, reports, mass changes). - Meticulous attention to detail and a habit of double-checking work — accuracy is the whole job. - Calm, steady, and reliable under pressure; comfortable owning ambiguous, detail-heavy work without getting rattled. - Clear written and spoken English for coordinating with the U.S. team and the I-Team. - Self-directed and dependable in a remote, fully distributed team. Requirements - Success is defined by accuracy and thorough documentation in Salesforce and our other systems. - Integrations are completed cleanly the first time, recurring-revenue numbers are trustworthy, and the project team is kept informed through quick, clear communication. Benefits - Client Relationship: You will be directly working with the client, communicating with them, providing services, and addressing any client-related matters independently. - Payments: All payments for your services will be handled by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you. - Vacation Leaves and Holidays: While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client’s business needs and any specific policies or preferences they may have in this regard. Application Process - As part of your application, you’ll be asked to record your responses to the initial interview questions through a Loom video (questions & instructions are in the application page). - Our team will carefully review your submission, and if shortlisted, we’ll share your responses with the client for their review and next steps. - Please treat this recording as you would a real interview: Come prepared and make sure you’re clearly visible on camera. - Record your answers in a quiet, well-lit, and clutter-free space with a stable internet connection. - We’re excited to get to know you better! Show us your personality and strengths. We encourage you to answer authentically and in your own words, without reading from a script or using AI tools.

• Provide superior customer service by communicating with borrowers to assist client(s) in understanding loan programs, costs, and various applicable loan documents. • Review and audit income, assets, run DU, and verify credit documentation within mortgage file to ensure loan stability. • Review mortgage loan disclosure packages and deliver to borrower, includes but not limited to rate disclosure and re-disclosure packages. • Assist in managing a pipeline consisting of Conventional, FHA, VA and USDA loans, along with 203k, Jumbo, and reverse mortgage products. • Ensure structure of the loan presents the best program based on the borrower’s financial circumstances. • Review the file for any missing documentation that best supports approval. • Communicate loan program and costs with borrowers (License required for this duty to be performed). • Pre-underwrite items to help support approval of the loan (paystubs, credit reports, W2’s bank statements, court orders, etc.). • Input feed for disclosures, present, and set up loan to best fit borrower’s needs.

• Review and process bind requests to ensure timely and accurate handling • Validate application data against carrier system entries and update information as needed • Bind coverage within carrier platforms in accordance with underwriting direction and carrier guidelines • Complete required filings and documentation as part of the binding process • Partner with underwriters, retail agents, and carrier representatives to facilitate binding activities • Respond to inquiries related to binding status, requirements, and discrepancies • Manage assigned bind request workload to meet service level expectations and turnaround times • Assist in onboarding and training new team members on binding workflows and systems

• Consultant lifecycle — end to end. From the moment a placement is confirmed to the day a consultant exits, you own the experience. Onboarding, check-ins, contract renewals, offboarding — all of it, across 10+ countries. • Multi-country compliance and EOR management. You'll personally manage our EOR provider relationships across active markets. Visa and right-to-work processes, payroll accuracy, country-specific compliance — this is yours to own, not delegate. • Client operations. You're the primary point of contact when things need to be resolved. Client escalations, invoicing coordination alongside RevOps, PSA administration, vendor and IT management — the infrastructure that keeps the business running. • Your team. You'll lead a Consultancy Engagement Lead and two Consultancy Engagement Coordinators — setting standards, running 1:1s, developing each person, and building a team that performs under pressure.