• Work closely with merchants, merchant success team members and other ShipBob departments to deliver best value. • Support merchants to create Warehouse Receiving Orders (WROs) for inbound shipments as per Operations protocol, in addition to resolving UROs (Unidentified Receiving Orders) on behalf of the merchants. • Review bill of Lading, manufacturer packing slips and based on those documents create Warehouse Receiving Orders for inbound shipments. • Create and/or manage internal/external inventory transfers. • Create and track B2B orders, Fulfilled by Amazon (FBA) orders, work orders (kitting, de-kitting, case breakdowns, disposal/donation) on behalf of the merchants. • Schedule dock appointments for inbound and outbound shipments on OpenDock Nova or any applicable appointment scheduling tools. • Monitor the merchant app daily for red flags and collaborate with the merchant and/or ShipBob departments to ensure smooth flow of orders. • Work with internal Control Tower and Success Operations teams to ensure orders are marked as shipped once they have left a ShipBob Fulfillment Center. • Communicate with the merchant / ShipBob Operations and ICQA teams on how to proceed with inventory that fails the quality control process. • Provide custom reporting to the merchant using available tools – Retool, PowerBI, et al. • Creation of bill of lading, parcel shipping labels & pallet labels. • Supervise and coordinate with ShipBob operations for shipping of B2B/retail orders, ensuring accuracy and timeliness with both product and paperwork. • Build solid relationships with Implementation teams, internal customers (Operations) to ensure a positive business impact. • Escalate urgent issues timely, keeping positive merchant experience at the center of all such decisions. • Other duties as assigned by Team Lead and/or Manager.

• Perform Investor Due Diligence (IDD), AML, and KYC reviews for new and existing investors, clients, and funds in line with firm policies and regulatory requirements • Maintain accurate AML/KYC records and ensure investor files remain complete, organized, and audit ready • Partner closely with Legal, Compliance, Investor Relations, Operations, and external service providers to facilitate timely investor onboarding • Coordinate with FSG Onboarding Team to obtain outstanding AML/KYC documentation and resolve deficiencies • Track AML review status and assist with reporting on onboarding metrics, outstanding requests, and workflow progress • Stay current on AML/KYC regulations, industry best practices, and evolving regulatory expectations

• Coordinate critical grant administration activities and analyze data related to grantmaking • Manage and support special projects through all stages of WES’ grantmaking cycle operations • Support the administration of grants throughout the grant lifecycle • Develop and manage surveys to gather demographic, impact, and other data from grantee partners • Provide project management support to ensure successful implementation of special projects

• Support planning and delivery of convening activities • Coordinate with the Co-Lead Ecosystem Partnership • Engage with partners before, during, and after convenings • Track key partner engagement touchpoints • Capture insights and feedback from convenings