Title: Servicing Ops Specialist Location: Johnston, Rhode Island Operations Description Servicing Ops Estate Specialist The Servicing Ops Estate Specialist is responsible for creating positive interactions with customers during a sensitive time, whether delivering an empathetic service experience or helping to problem-solve. This specialist supports estates and representatives of customers by handling both inbound and outbound phone interactions as well as assisting branch colleagues via chat. Responsibilities include managing requests related to notifying the bank of death and obtaining account information. This position requires the ability to provide service in a fast-paced environment with complex subject matter while complying with legal and regulatory requirements. The ideal candidate will demonstrate strong collaboration, problem-solving skills, and the ability to deliver compassionate, empathetic support during critical moments. Primary Responsibilities - Handle a high volume of incoming (inbound) calls and chats from customers, estate representatives, and internal partners with a focus on delivering high-quality, empathetic service. - Conduct outgoing (outbound) calls to customers, estate representatives, beneficiaries, attorneys, and internal partners to gather required information, clarify requests, provide updates, and drive case resolution. - Provide end-to-end (“white glove”) customer service support for estate-related loan and deposit products and services. - Perform advanced clerical and operational tasks that are routine and/or repetitive in a fast-paced environment. - Utilize established methods, procedures, and knowledge of business unit products, systems, and applications. - Demonstrate strong active listening and problem-solving skills, with consistent empathy when supporting client families. - Liaise with colleagues, beneficiaries, family members, and legal representatives to collect documentation and provide guidance throughout account processing and closure. - Research and respond to inquiries related to deceased accounts and proactively provide status updates. - Identify root causes of issues and resolve them accurately within established service level agreements (SLAs). - Ensure all transactions and interactions comply with applicable legal, regulatory, and internal policy requirements. - Maintain accurate and detailed documentation of all communications and account processing activities. - Collaborate with internal departments (e.g., Legal, OOC, Branches) to facilitate efficient processing and resolve complex issues. - Demonstrate ability to multitask, prioritize, cross-train, and take on additional responsibilities as requested by management. Minimum Qualifications - 1 year of work experience required - Customer service experience in Banking/Banking Operations preferred - Ability to complete repetitive tasks accurately and efficiently - Ability to thrive in a fast-paced, highly regulated environment - Strong organizational skills with the ability to prioritize and manage multiple tasks - High attention to detail and accuracy - Strong written and verbal communication skills - Strong active listening and problem-solving abilities with a customer-focused mindset - Demonstrated coachability, positive attitude, and team-oriented approach - Beginner to intermediate proficiency in Microsoft Office (Outlook, Excel, Word) - Willingness to support customers via both inbound and outbound phone calls, as well as chat - Ability to work directly with customers and provide an empathetic experience Education - High School diploma or equivalent required; Associate degree preferred Hours & Work Schedule - Hours per Week: 40 - Hybrid Schedule: 8:00 AM – 4:30 PM ET (Hours may vary Monday–Saturday) - 4 days in office / 1 day remote - Overtime required as needed Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Glassdoor Best Place to Work in Consulting, Finance & Insurance Human Rights Campaign Corporate Equality Index 100 Award Newsweek America's Most Charitable Company The Banker's US Bank of the Year Dave Thomas Foundation’s Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion Job ID: 47765 Full/Part Time: Full Time Shift: 1ST

• Manage the end-to-end lifecycle of high-volume commercial agreements (including NDAs, MSAs, Order Forms, and amendments). • Serve as the primary point of contact for contract intake, routing complex legal edits to Legal counsel and financial discrepancies to Finance operations. • Maintain meticulous record-keeping within our CRM system, ensuring all metadata fields (e.g., expiration dates, auto-renewal clauses, financial obligations, etc.) are highly accurate. • Act as the internal administrator for our CRM platform, by maintaining and updating customer accounts, opportunities, and contract data within Salesforce to ensure a "single source of truth". • Identify bottlenecks in the current intake-to-execution pipeline and implement system enhancements or automated workflows to reduce contract turnaround time. • Build and maintain dashboards tracking operational metrics such as contract cycle times, bottleneck stages, and contract volumes by territory/regions. • Generate monthly and quarterly reports highlighting upcoming contract expirations, renewals, opt-out deadlines, and price-escalation triggers.

Role Description AIRS Medical is seeking a Contract Lifecycle Manager to oversee the management and execution of high-volume commercial agreements. - Contract Lifecycle Management & Execution - Workflow Ownership: Manage the end-to-end lifecycle of high-volume commercial agreements (including NDAs, MSAs, Order Forms, and amendments). - Triage & Escalation: Serve as the primary point of contact for contract intake, routing complex legal edits to Legal counsel and financial discrepancies to Finance operations. - Data Integrity: Maintain meticulous record-keeping within our CRM system, ensuring all metadata fields (e.g., expiration dates, auto-renewal clauses, financial obligations, etc.) are highly accurate. - Process Optimization & System Administration - Salesforce Administration: Act as the internal administrator for our CRM platform, by maintaining and updating customer accounts, opportunities, and contract data within Salesforce to ensure a "single source of truth." - Continuous Improvement: Identify bottlenecks in the current intake-to-execution pipeline and implement system enhancements or automated workflows to reduce contract turnaround time. - Reporting & Analytics - KPI Tracking: Build and maintain dashboards tracking operational metrics such as contract cycle times, bottleneck stages, and contract volumes by territory/regions. - Proactive Obligations Tracking: Generate monthly and quarterly reports highlighting upcoming contract expirations, renewals, opt-out deadlines, and price-escalation triggers. Qualifications - Education: Bachelor’s degree in Business Administration, Legal Studies, Finance, or a related field. - Years of Experience: 4+ years of experience in contract operations, legal operations, procurement, or commercial deal desk operations (preferably in a high-growth tech or SaaS environment). - System Expertise: Experience with CRM systems (e.g., Salesforce). - Core Competencies: - Contractual Literacy: Strong foundational understanding of standard commercial legal terms (e.g., indemnification, limitation of liability, termination for convenience, data privacy). - Data Fluency: Exceptional proficiency in Excel/Google Sheets; ability to analyze contract data, construct pivot tables, and present actionable insights to stakeholders. - Cross-Functional Communication: Proven track record of managing competing priorities from aggressive Sales teams, meticulous Legal teams, and risk-averse Finance teams. - Project Management: Highly organized with the ability to independently steer process-improvement projects from concept to completion. Requirements - Work type: Full Time - Health Care Plan (Medical, Dental & Vision) - Paid Time Off (Vacation, Sick & Public Holidays) - Training & Development - Work from home, with occasional business travel - Collaborate with team members around the country and the world Hiring Process - Document Screening - Competency-based interview - Competency-based interview - Culture-fit Interview - Onboarding

Role Description The Manager, Ad Operations role is a key member of StackAdapt’s Ad Operations team, leading a team of Ad Operations Specialists responsible for campaign setup, QA, troubleshooting, pacing, and optimization support across our programmatic channels. Reporting to the Director of Ad Operations, you’ll help ensure campaigns are launched accurately, delivered effectively, and supported by strong operational processes. This is an opportunity for someone who enjoys combining people leadership with deep programmatic expertise and a continuous improvement mindset. As the team continues to evolve from manual campaign execution toward a more automated and optimization-focused model, you’ll help coach the team, improve workflows, and partner cross-functionally to build more scalable ways of working. StackAdapt is a remote-first company. While we are open to candidates located anywhere in Canada for this position, we will be prioritizing those based in Toronto or an Eastern Time Zone. What You'll Be Doing: - Leading, coaching, and developing a team of Ad Operations Specialists, fostering accountability, curiosity, and continuous learning - Overseeing campaign setup, trafficking, QA, troubleshooting, pacing, and delivery across StackAdapt’s programmatic channels - Supporting the team’s evolution toward a more automated and optimization-focused operating model - Coaching specialists on campaign optimization support, including pacing analysis, performance troubleshooting, and actionable recommendations - Partnering with Account Management, Account Executives, Client Partnerships, Product, and Engineering to improve workflows, handoffs, tooling, and campaign outcomes - Identifying opportunities to streamline processes through automation, templates, SOPs, and scalable operating practices - Tracking team performance, workload, quality, and operational metrics to identify gaps and share recommendations with leadership Qualifications - 6+ years of experience in programmatic advertising, campaign management, ad operations, or a related digital media function - Direct people management experience, ideally leading a team responsible for campaign execution, optimization, trading, or technical campaign support - Hands-on experience optimizing or trading programmatic campaigns, including pacing, performance analysis, troubleshooting, and recommendation-building - Strong technical understanding of the programmatic ecosystem, including DSP workflows, campaign setup, bidding dynamics, pixels, QA, and optimization best practices - Demonstrated ability to identify process improvements and help implement scalable solutions across teams - A high-curiosity mindset with an interest in automation, systems, operational efficiency, and the continued evolution of programmatic advertising - Strong communication skills, accountability, and the ability to collaborate effectively with cross-functional partners Requirements - The compensation range listed for this role reflects the expected base salary for candidates located in Ontario, Canada. It is informed by market data and the approved budget for this position. - This range represents base salary only. Depending on the role, candidates may also be eligible for additional compensation such as annual bonuses, commissions, equity awards, and a comprehensive benefits package. - Factors influencing final compensation include the candidate's specific experience, technical skills, knowledge, abilities, and relevant education, licensure, and certifications. - Other business factors, such as organizational needs and budget alignment, may also be considered in the final offer. Benefits - Highly competitive salary - Retirement/401K/Pension Savings globally - Competitive Paid time off packages including birthdays off! - Access to a comprehensive mental health care program - Health benefits from day one of employment - Work from home reimbursements - Optional global WeWork membership for those who want a change from their home office and hubs in London and Toronto - Robust training and onboarding program - Coverage and support of personal development initiatives (conferences, courses, books, etc.) - Access to StackAdapt programmatic courses and certifications to support continuous learning - An awesome parental leave program - A friendly, welcoming, and supportive culture - Our social and team events!