Role Description Join us as a Customer Project Specialist and take the lead on delivering customer projects that make a real difference. You'll manage everything from planning through execution, ensuring every project is delivered on time, on budget, and to the highest standards. This position is accountable for managing large customer engineered to order projects in the Water/Wastewater Market Segment to ensure the customer receives the best sales service possible and Schneider Electric's sales opportunities are maximized. The dollar value of Customer projects can exceed millions of dollars. The project scope typically incorporates complex equipment and can extend over multiple years. The position takes ownership for the customer as the primary order management contact at Schneider Electric. This includes: - Initiating, planning, executing, controlling, and closing of customer projects/programs. - Confirming customer requirements, including drawings, specifications, job site requirements, Bill of Material alignment with specifications & clarifying exceptions. - Managing complete job process from order preparation, through manufacturing release, product shipment, post-shipment support, and financial reconciliation. This position is critical to customer satisfaction, profitability & future business potential. What will you do? - Partner with Field Sales or higher-level project managers to validate the project’s statement of work and contract terms with the customer. - Responsible for validating the project schedule for executing the customer’s project order. - Update project plan throughout the life of the project with the customer to validate the progress of the project and changes. - Monitor the execution of the customer’s project order, verifying the appropriate execution of the project plan. - Monitor and control the performance of the customer’s project through its lifecycle, including task completion verification and issue resolution. - Accountable for leading the closeout of the customer’s project, including financial reconciliation and verification of job site equipment arrival. Qualifications - Applicants must be authorized to work in the United States on a full-time, ongoing basis. The company does not provide immigration sponsorship now or in the future. - Engineering degree, or equivalent experience. - Experience in the water wastewater industry. - Product knowledge including medium and low voltage electrical distribution and control equipment. - Experience using Q2C, SE Advantage, Bridge Front Office, and other business systems. - Ability to coach and guide team members through complex challenges and escalated issues. - Comfort working independently while maintaining adherence to quality and compliance standards. - Strategic thinking that connects project execution with broader business objectives. - Strong relationship-building skills that create trust with customers and internal partners. Requirements - Project Management — intermediate level; coordinating resources, timelines, and deliverables across complex customer projects. - Analytical Thinking — intermediate level; assessing project data to inform decisions and identify improvement opportunities. - Communication — intermediate level; facilitating clear dialogue with customers, teams, and stakeholders throughout project lifecycles. - Customer Orientation — intermediate level; ensuring project outcomes align with customer expectations and business goals. - Decision Making — intermediate level; making informed choices within established policies to keep projects on track. - Operational Efficiency — intermediate level; streamlining processes to reduce costs while maintaining quality standards. - Prioritization — intermediate level; balancing competing demands across multiple projects and stakeholder needs. - Risk Management — intermediate level; identifying and mitigating project risks to protect timelines and budgets. Benefits - Lead meaningful projects that directly impact customer success and organizational performance. - Work with diverse teams across technologies and geographies in a collaborative environment. - Grow your career with opportunities to expand your expertise and leadership capabilities. - Be part of a team that values quality, innovation, and continuous improvement.

Role Description The Associate Customer Success Consultant serves as the initial point of contact for an assigned portfolio of TriNet PEO clients. They serve as the Ambassador for our client admins and provide personalized support from a contact that knows payroll, platform support, reporting, HR & benefit administration. The Consultant is backed by a team of experts and specialists. The role is critical to providing an outstanding client experience to TriNet's customers. This role generally works with customers who have a lower and/or less frequent operational support need. - Delivers excellent core standard services to customers through providing diligent, accurate, appropriate, timely, and easy-to-use valuable solutions to meet their needs. (75%) - Ensures proper triage, escalation, and effective resolution of all client inquiries, while providing relevant information, and making recommendations. (5%) - Organizes and prioritizes work to ensure timely, effective, efficient, and economic delivery of services; ensures customer expectations are met. (5%) - Accountable to TriNet’s customer retention and customer satisfaction goals. (5%) - Demonstrates excellent internal and external customer service skills. (5%) - Effectively leverages resources to ensure business knowledge is current. (5%) Qualifications - Bachelor's Degree or equivalent experience preferred - Typically 2+ years Customer service or relationship management experience required - Typically 2+ years Industry experience; PEO, HR or Payroll Operations required - Certified Payroll Professional (CPP)-APA preferred or Certified Project Management Professional (PMP)-PMI preferred or Lean Six Sigma Certification IASSC preferred - Knowledge of PEO products, services, and markets, including knowledge of operations, cross-functional workflows, and interaction between the various company units, processes, and systems - Knowledge in payroll and compliance management - Proficiency with Microsoft Office, CRM & HRIS applications, and Virtual Meeting Platforms - Solid understanding of API functionality and ways to address these types of customer requests - Excellent verbal and written communication skills including interpersonal and presentation and facilitation skills - Ability to maintain confidentiality of corporate data - Ability to link client business needs to payroll/platform programs and operational services - Ability to work independently - Ability to multi-task, prioritize and complete requests and assignments in a timely manner Requirements - Performs other duties as assigned - Complies with all policies and standards Benefits - Medical, dental, and vision plans - Life and disability insurance - 401(K) savings plan - Employee stock purchase plan - Eleven (11) Company observed holidays - PTO and a comprehensive leave program

• Providing friendly, professional support to customers via phone, email, and live chat • Resolving issues efficiently while taking full ownership of each case from start to finish • Listening carefully to understand concerns and delivering fair, practical solutions • Keeping up to date with products and policies to ensure accurate guidance and information is provided • Proactively identifying ways to improve the customer experience, from enhancing FAQs to suggesting process improvements • Recognising customers who may need additional support and ensuring they receive the help they need

• Conduct inbound and outbound calls for our health and wellness incentive programs • Summarize notes for each call accurately in accordance with Finity’s quality assurance procedures • Provide consistently excellent customer service • Register members to wellness programs • Assist members with navigating our wellness portals and ordering catalog items • Manage multiple software interfaces for different wellness programs according to member needs • Maintain consistent punctuality and attendance to provide complete call queue coverage at all times • Follow best practices regarding HIPAA laws and protection of members PHI at all times