Role Description Handles incoming service calls from Treasury Management clients, or potential Treasury Management clients, having questions regarding their current accounts and/or services. Completes client follow up resulting from inbound calls such as account maintenance, research, and follow up on information requests. Makes outbound non-sales calls to support various Treasury Management initiatives. Implements Treasury Management Products, input pricing and customer training. - Performs the onboarding and maintenance of Treasury Management products and services, including: - Business Online Banking - TM Online - ACH Origination - Wires - Positive Pay - Lockbox - Cash Vault - Remote Deposit Capture - BAI - EDI - Sweeps - CDARS - Implements Account Analysis pricing as instructed by TMO and/or TM Service Specialist (TMSS) - Conducts client training for Treasury Management products and services - Assists with demos for potential TM clients - Handles incoming service calls from Treasury Management clients including but not limited to: - TM Platform access issues and inquiries - Troubleshooting - Password Resets - Existing deposit and loan account inquiries - Account inquiries - Completes client follow-up resulting from inbound calls (i.e. account maintenance requests, records research, appropriate mailings, outbound calls to other departments, and calls back to clients) - Makes outbound client service and support calls - Works with Treasury Management vendors to troubleshoot issues - Executes trades for Mutual Fund Sweep product - Tests and validates file formats and layouts to ensure system compatibility - Initiates and actively participates in client conversations to identify and appropriately address client needs - Identify additional customer needs through interaction and send follow-up to Treasury Management Sales - Performs and documents User Acceptance Testing on TM products - Aids in the development, implementation, maintenance and enforcement of procedures Qualifications - High school diploma or equivalent required - Three (3) years of experience in Treasury Management, Accounting or related field is preferred - Above average analytical ability - Proficient reading, writing, and grammar skills - Proficient analytical and mathematical skills - Proficient communicative and interpersonal relations skills - May be eligible for Telecommuting

• Effectively triage and answer inbound communication including phone, chat, e-fax, email, and portal messages within set service levels. • Provide ordering support and perform outreach to customers regarding ordering issues and missing information within set service levels. • Create and qualify new accounts and contacts, and assist customers with resolving portal login and contact management related issues. • Provide information regarding Freenome’s products and services to current and prospective customers and patients. • Maintain compliance and accuracy when handling sensitive patient information.

• Support users in Romanian, solving problems that arise during the lesson

Role Description This position sits within Circana’s Client Service organization and focuses on delivering high-quality analytics, reporting, and service support for the Wegmans account. The primary objective is to ensure seamless execution, trusted partnership, and actionable insights that support Wegmans’ business needs and strengthen long-term collaboration. Success requires strong analytical thinking, attention to detail, and a consultative, client-first mindset, with close collaboration across internal teams and service partners. Job Responsibilities - Serve as the primary client contact for Wegmans on service-related inquiries, requests, and issue resolution, ensuring timely and effective responses. - Deliver high-quality analytics and reporting support, including report creation, editing, and ongoing maintenance to meet client needs. - Ensure data accuracy and consistency by conducting regular quality checks and weekly updates of syndicated tools and dashboards. - Engage clients in a consultative manner to understand business objectives, challenges, and success measures, translating data into meaningful insights. - Collaborate cross-functionally with analytics, technology, delivery, and offshore teams to coordinate execution and resolve complex issues. - Manage day-to-day service execution to ensure on-time delivery and adherence to service standards and processes. - Provide subject matter expertise on tools, platforms, and processes to support ongoing client enablement and issue resolution. - Contribute to continuous improvement initiatives by identifying opportunities to enhance workflows, tools, training, and overall client experience. Qualifications - 3+ years of experience in client service, analytics, data support, or a related role, preferably in retail, CPG, or insights-driven environments. - Strong analytical skills with the ability to translate data into clear, actionable insights. - Proficiency with Microsoft Excel and the ability to quickly learn new tools and platforms. - Proven attention to detail and commitment to data quality and accuracy. - Strong verbal and written communication skills with the ability to engage clients consultatively. - Ability to manage multiple priorities independently while collaborating with cross-functional teams. - Flexibility to support occasional evening or weekend work as business needs require. Nice-to-Have Qualifications - Experience working with syndicated data or retail analytics platforms. - Background in marketing, sales, or analytics within a CPG or retail organization. - Bachelor’s degree in business, analytics, data, technology, or a related field (or equivalent experience). Circana Behaviors - Stay Curious: Being hungry to learn and grow, always asking the big questions. - Seek Clarity: Embracing complexity to create clarity and inspire action. - Own the Outcome: Being accountable for decisions and taking ownership of our choices. - Center on the Client: Relentlessly adding value for our customers. - Be a Challenger: Never complacent, always striving for continuous improvement. - Champion Inclusivity: Fostering trust in relationships engaging with empathy, respect, and integrity. - Commit to each other: Contributing to making Circana a great place to work for everyone. Location This position can be located in the following area(s): Remote, United States. Compensation The salary range for this role is $65,000-$85,000. This range reflects the range of possible compensation for this role at the time of this posting. We may ultimately pay more or less than the posted range. This range may be modified in the future. Benefits - Comprehensive package of benefits including paid time off. - Medical/dental/vision insurance. - 401(k) to eligible employees. Application Process You can apply for this role through the Circana careers website or Intranet site for internal candidates. This role is subject to AI-assisted screening.