• Full life-cycle planning and execution of multiple key events in a virtual, in-person and hybrid capacity • Financial management, including: budget development and management, expense management and invoice processing, timely post-meeting reconciliation and final financial reporting • Sourcing, negotiating and managing site selections, contract management for venues and suppliers • Coordinate registration, food and beverage, transportation, hotel accommodations, entertainment, gift selection, audio/visual needs, webcasts, staging and speaker selection for all programs; strong focus on vendor management • Work seamlessly with key internal partners on event deliverables (i.e. Marketing for print and digital design and collateral elements, Production on Audio Visual, Event Technology team on web builds, data team on attendee management, Legal and Compliance as required, etc.) • Virtual event planning and project management including confirming appropriate virtual platform, creation of timelines, invitation process, thorough and regular communications to attendees, suppliers and stakeholders • Co-plan with colleagues and the client on larger scale programs; strong team player • Ensure adherence to the client’s standards of operation and policies and that compliance and risk guidelines are followed • Travel when applicable for site inspections and on-site management of live events to ensure full coordination of logistics and on-site teams for in-person events • Post event wrap up including final attendees, budget reconciliation, observations, as well as client debriefs for year over year improvements • Share knowledge of best practices, new suppliers, services and venues

• Responsible for administrative support for the Project Management Team • Act as a liaison regarding client project needs and provide guidance • Oversee, review, complete, and process various project management forms • Assist with client contact, verification of accurate sample check-in, and monitoring analysis status • Direct client calls and requests to the appropriate Project Manager • Schedule and enter bottle orders into the container order system • Set up accounts within the Laboratory Information Management System (LIMS)

• Manage the end-to-end logistical requirements related to assigned federal grant application review programs. • Ensure compliance with contract deliverable requirements. • Primary point of contact for federal program staff and secondary point of contact for grants management staff. • Develop project plans and timelines to ensure accurate and timely execution of all tasks. • Manage Stakeholder Communications (Internal, Client and Participant). • Develop/Manage/Deliver Grant Application Review Participant Training and Support using Web-Based Platforms. • Conduct effective outreach activities and manage reviewer recruitment processes. • Monitor and provide oversight to the Grant Application Review process, utilizing federal systems and internal procedures. • Execute Quality Assurance and Control protocol and ensure the security of federal data and Personal Identifying Information. • Ensure internal systems and protocols are followed in the execution of assigned tasks. • Consult regularly with clients to ensure project activities align with stated requirements and scope. • Support the analysis, design and development of infrastructure and client-facing systems. • Collaborate with other departments, contractors and support teams as needed. • Manage Grant Application Review close-out activities, including but not limited to participant honoraria and surveys. • Perform other duties as assigned.

• Ability to manage and deliver multiple complex programs concurrently, eg. larger customers or implementing multiple lines of business. • Responsible for leading and consulting customers through a digital transformation program using the Salesforce platform and nCino Bank Operating System • Plan and designate program resources, communicate burn summaries, monitor progress, and keep stakeholders informed • Drive the nCino single platform vision and adoption throughout the entire customer organization from executives to individual contributors • Establish relationships with both technology partners and internal key stakeholders • Work with product management team and senior leadership team to assist in prioritizing product enhancements to drive roadmap decisions, revenue, and customer retention • Serve as the first point of escalation for nCino project delivery on customer issues partnering with nCino leadership • Work with nCino implementation team consisting of Banking, Configuration, Integration and Product Development SME(s) to define the work breakdown and detailed tasks • Utilize an Agile process to assess a customer's current state, determine future state, identify the gaps and implications of potential obstacles and risks • Analyze the current and future state data, technical, application, identify dependencies and business architecture needed; verify and modify recommended implementation plan based on customer input and existing/inflight customer programs • Assist customers with user acceptance testing of the nCino Bank Operating System and train on methodology including streamlining, simplification and automation of tasks • Provide regular updates to executive sponsor and internal nCino senior leadership on the status of each customer’s program delivery and detail the achievements against the agreed business metrics • Provide Subject Matter Expertise as it relates to the lending and banking environments • Perform detailed deeper dive product demonstrations • Develop broad understanding of cross-organizational programs and operations across the nCino solutions and how those align with the Financial Institutions operating process • Consult on program management processes, best practices and methodologies within the program teams