• Act as the internal subject matter expert for business formation, entity management, registered agent, compliance filings, annual reports, foreign qualifications, amendments, certificates of good standing, virtual address, virtual mail, USPS 1583, and CMRA-related workflows. • Work closely with Partner Success, Product, Engineering, Fulfillment, Support, Legal, and Compliance to identify operational gaps surfaced by Bizee Pro customers, professional firms, and distribution partners. • Design and document new workflows for Bizee Pro, distribution partnerships, partner portal processes, API-enabled workflows, and future AI-agent-enabled use cases. • Help modernize workflows, tools, engagement channels, and operating processes so Bizee can scale efficiently while improving customer and partner outcomes. • Support Bizee’s move toward a more digitized, national fulfillment infrastructure across formation, registered agent, compliance filings, virtual address, virtual mail, and distribution partner workflows. • Create and maintain process documentation, workflow maps, SOPs, exception paths, support guides, escalation rules, and internal operating playbooks. • Identify recurring operational friction and convert it into process improvements, tooling requests, product requirements, automation opportunities, or reporting needs.

• Provides timely and accurate metrics on schedule and cost performance utilizing Earned Value or related processes • Supports all baseline development activities and development of charge numbers and WBS as applicable • Provides updates/changes as required, for programs with and without Earned Value requirements, in applicable tools (ERP or Cobra). • Provides analysis and reports on the performance variances to budget and assist with recovery plans as needed. • Analyzes and reports risks & Opportunities to the baseline cost, schedule, and the EAC. • Ensures timely maintenance of the Project-Activity Structure (Charge Numbers). • Provides timely completion of the Estimate at Complete (EAC) process, processing time-phased estimate to complete updates, and EAC package support for Program Financial Planning and Reporting. • Develops and Monitors the program level time-phased plan to support an overall program level view of revenue for forecast, budget, and 5-year planning processes. • Provides the financial data inputs, analysis, and applicable variance narrative for Program Management Reviews (PMRs) and Quarterly Business -Reviews (QBRs) • Provides timely invoicing and collection of customer receivables • Reviews and communicates the status of program financials, including the status on funding, and disposition of funding that is subject to cancellation. • Performs other duties as assigned

• Design and refine global salary structure, frameworks, and other compensation programs using advanced market benchmarking, internal equity analysis, and compensation analytics to maintain competitive and fair pay practices. • Manage equity compensation programs, including plan design, administration, and analysis, ensuring alignment with overall compensation strategy and market practices. • Own end-to-end program management of the recurring compensation planning cycle—including project scoping, timeline coordination, data validation, system configuration, and executive delivery—, serve as the dedicated compensation liaison to People Product and Technology teams and lead other complex initiatives such as incentive plan updates and job architecture projects. • Build trusted partnerships with HR Business Partners and the HR Shared Services team, serving as the primary point of contact for escalated employee compensation inquiries. • Develop and maintain compensation policy and process documentations, tools and models (e.g., offer tools, survey submissions, dashboards, job evaluation guidelines) to support scalable compensation governance and decision-making. • Ensure data quality, compliance, and alignment with compensation policies by auditing compensation data, enforcing data governance standards, and identifying process improvements across systems such as Workday and external survey platforms.

• Analyze energy performance, customer and site response, dispatch results, and program data to identify trends, root causes, opportunities for improvement, and practical changes to internal systems, workflows, partner coordination, customer communication, and operating procedures. • Communicate key findings, risks, and recommend next steps clearly to internal teams, partners, and senior management. • Cultivate, manage, and expand relationships with Budderfly’s Utility and Energy Market partners while maintaining a personal touch with every interaction. • Oversee program success and guide coordination and project management as Budderfly grows its Optimization programs. • Contribute to Load Flexibility strategy & expansion planning. • Collaborate with the Sales, Development, Marketing, Product, and our customer success team to ensure the highest level of program delivery and streamlined growth. • Coordinate with team members and departments to prioritize clients-reported issues and maintain clear communication with clients. • Manage and oversee the implementation and operation of Energy Efficiency, VPP, and Battery programs. • Ensure compliance with all relevant regulations and standards. • Stay up to date with industry trends and best practices in energy management. • Work as a team to respond to RFPs or engage new businesses, occasionally leading the effort and coordinating new work with our Technical Product Manager to deliver new capabilities. • Additional duties as assigned.