Client Partner

• Develop and maintain executive-level relationships with senior customer stakeholders, serving as a trusted strategic advisor throughout the partnership.
• Define long-term customer success strategies that align Novara's platform capabilities with enterprise business initiatives and measurable organizational outcomes.
• Lead Business Reviews (QBRs/EBRs) that demonstrate executive-level value realization, ROI, strategic recommendations, and business transformation opportunities.
• Drive executive alignment around adoption strategy, organizational change management, customer maturity, and long-term roadmap planning.
• Develop comprehensive account strategies that improve executive engagement, adoption, customer maturity, retention, advocacy, and expansion.
• Anticipate business risks through executive engagement, customer health, product usage, operational metrics, and market awareness, proactively leading mitigation strategies before issues impact customer outcomes.
• Lead complex customer escalations by coordinating executive communications and mobilizing cross-functional resources to resolution.
• Partner strategically with Client Account Executives to shape executive renewal strategies, validate business outcomes, and identify enterprise expansion opportunities.
• Serve as the Voice of the Customer by influencing Product strategy, lifecycle design, digital engagement programs, enablement content, and operational improvements.
• Lead strategic Customer Success initiatives that improve methodologies, lifecycle processes, customer experience, and organizational scalability.
• Mentor Associate Client Success Managers and Client Success Managers through coaching, executive communication development, account strategy, and customer leadership.
• Establish and promote Customer Success best practices across the organization while helping raise the overall capability of the Customer Success team.
• Maintain executive-level account documentation, including strategic Account & Success Plans, stakeholder maps, executive priorities, customer health assessments, business risks, and organizational objectives.

Senior Client Success Manager

Cloud Engineer

• Own KPA's enterprise security platforms including CrowdStrike, Rapid7, Cisco Umbrella, Cisco Duo and related technologies.
• Lead vulnerability management & remediation, endpoint security, identity security, privileged access, penetration testing, and security hardening initiatives.
• Investigate and respond to complex security incidents while partnering with the IT Operations team on security and infrastructure escalations.
• Own the technical implementation and ongoing operation of infrastructure-related SOC 2 controls and security audit related requirements.
• Continuously evaluate new technologies and recommend improvements that strengthen KPA's overall security posture.
• Own Microsoft 365, Entra ID, Exchange Online, Exchange Hybrid modernization, identity architecture, and endpoint management.
• Own Azure infrastructure and AWS workloads outside the DevOps application stack. Partner with DevOps where needed as there is a natural crossover between them and this position.
• Own Cisco Meraki networking, VPN infrastructure, and cloud connectivity.
• Lead technical initiatives including cloud modernization, email domain consolidation, phone system replacement, identity modernization, and enterprise platform upgrades.
• Lead complex security and cloud projects from planning through implementation and post-change validation.
• Build automation using PowerShell, Microsoft Graph, REST APIs, and leverage AI-assisted development and automation to improve engineering efficiency and reduce manual effort.
• Produce clear technical documentation, implementation plans, rollback procedures, and operational handoffs.
• Proactively identify technical debt, security gaps, and opportunities to improve efficiency through automation and modernization.

Senior Cloud & Security Engineer

IT Support

• Provide front-line support across email, chat, and ticket portal. Resolve incidents and service requests within established SLAs, escalating complex or policy-level issues to senior IT staff as needed.
• Triage, prioritize, and route tickets; keep affected users informed throughout the resolution process; flag recurring issues for root-cause review.
• Provision, image, and deploy Windows and macOS endpoints using Intune Autopilot in addition to supporting Android and iOS devices through MDM.
• Manage day-to-day account lifecycle tasks: onboarding and offboarding support, Entra ID account changes, security group and license assignment, device provisioning, and password resets.
• Support routine security-related IT operations and user access requests across tools including Rapid7, Cisco Umbrella, CrowdStrike, Cisco Duo, KnowBe4, and password manager; escalating unusual or high-risk issues to senior IT/security staff as needed.
• Support Microsoft 365 (Exchange Online, SharePoint, OneDrive), including mailboxes, permissions, shared mailboxes, distribution groups, and security groups, as well as collaboration tools such as Slack and Zoom.
• Troubleshoot LAN, Wi-Fi, VPN connectivity, and remote/hybrid access issues.
• Maintain hardware and software asset inventory throughout the device lifecycle, including procurement requests, deployment, refreshes, warranty/RMA coordination, and vendor support.
• Maintain knowledge base articles, runbooks, and standard operating procedures (SOPs). Deliver end-user training and new-hire IT orientation.
• Contribute to IT initiatives, including technology rollouts, system migrations, and hardware refresh projects.

Help Desk Technician

Consultant

• Conduct onsite field audits aimed at identifying unsafe and non-compliant situations related to OSHA, DOT, Fire Code, and EPA regulations. Provide mitigation and corrective action recommendations
• Conduct employee trainings with client employees and management teams, and moderate safety committee meetings
• Build and maintain relationships with clients, auto dealer group management, and state dealer associations.
• Develop, implement, and monitor accident prevention programs, policies, and procedures to ensure continuous safe working conditions in accordance with State, Federal, and Local laws and regulations to assist the client in striving to achieve Zero Accident / lost time injuries
• Help communicate and implement environmental management compliance systems
• Assist with and/or prepare various compliance documentation as needed (i.e., Hazard Communication, Respiratory Protection, Tier II reporting, OSHA 300 logs, Environmental Protection Agency (EPA) ID numbers, tank permitting, and Spill Prevention Control & Countermeasures (SPCC) Plans)

Environmental Health & Safety Consultant

• Provide support across phone, email, chat, ticket portal, and deskside, serving as the escalation point for tickets unresolved by first-line support. Resolve incidents and service requests within established SLAs.
• Triage, prioritize, and route tickets; keep affected users informed throughout the resolution process; perform root-cause analysis on recurring issues to drive permanent fixes.
• Provision, image, and deploy Windows and macOS endpoints using Autopilot, Intune, and Kandji; support Android and iOS devices through MDM.
• Manage the full account lifecycle, including onboarding and offboarding, Entra ID accounts, security groups, licenses, device provisioning, password resets, MFA resets, and SSO/SCIM administration.
• Support Microsoft 365 (Exchange Online, SharePoint, OneDrive), including mailboxes, permissions, shared mailboxes, distribution groups, and security groups, as well as collaboration tools such as Slack and Zoom.
• Support conference room AV equipment and Zoom Rooms.
• Support endpoint security, including Microsoft Defender, CrowdStrike, BitLocker, FileVault, and device compliance. Triage phishing and malware alerts and participate in incident response, remediation, and vulnerability management.
• Troubleshoot LAN, Wi-Fi, VPN connectivity, and remote/hybrid access issues.
• Maintain hardware and software asset inventories and license entitlements throughout the device lifecycle, including procurement, deployment, refreshes, warranty repairs, RMAs, and vendor support.
• Create and maintain knowledge base articles, runbooks, standard operating procedures (SOPs), and technical documentation. Develop and deliver end-user training and new-hire IT orientation.
• Build and maintain automation scripts and workflows using PowerShell, Microsoft Graph API, and Power Automate to reduce manual work. Utilize AI-assisted support tools while validating recommended solutions before implementation.
• Serve as a subject matter expert in one or more technology domains (e.g., endpoint management, identity management, macOS) and mentor other IT technicians as needed.
• Contribute to IT initiatives, including technology rollouts, system migrations, and hardware refresh projects.

IT Support Specialist

Financial Planning and Analysis

• Conducting onsite F&I compliance audits and deal reviews.
• Training dealership teams on state and federal compliance.
• Building strong relationships with dealer partners.
• Helping dealerships reduce risk and improve operational compliance.
• Advising on Advertising, Sales, and Finance regulations.

Automotive Finance – Consultant

• Conducting onsite F&I compliance audits and deal reviews
• Training dealership teams on state and federal compliance
• Building strong relationships with dealer partners
• Helping dealerships reduce risk and improve operational compliance
• Advising on Advertising, Sales, and Finance regulations

Automotive Finance, F&I Consultant

Collections

• Manage assigned portfolio of customer accounts and monitor aging reports.
• Conduct collection outreach via phone, email, and customer portals.
• Investigate and resolve invoice, payment, and account discrepancies.
• Partner with internal teams to resolve disputes and remove barriers to payment.
• Maintain accurate account notes and collection activity records.
• Prepare and distribute statements, invoices, and collection correspondence.
• Analyze aging trends and recommend actions to reduce past-due balances.
• Support month-end close activities and reporting requirements.
• Escalate high-risk accounts and recommend appropriate collection strategies.
• Deliver a professional customer experience while balancing collection objectives.
• Identify opportunities to improve billing and collection processes.

Collections Specialist

AI Engineer

• The Flex platform helps clients develop a comprehensive compliance program, leveraging technology to instill a culture of safety and maintain a productive workplace.
• The platform combines features that are tailored to the needs of our client’s business, including audits and inspections, incident management, flexible training, and reporting and insights.
• Lead the design, development, and scaling of the Agentic AI Platform, transforming the mature Enterprise EHS/ESG SaaS system (Flex) into a dynamic, AI-native system of intelligence and action.
• Comfortable writing complex state-machine routing code in Python, deploying auto-scaling serverless pipelines on AWS, configuring secure vector search engines, and designing dynamic widget-rendering APIs for the frontend.
• Built and shipped enterprise-grade AI products to production, managing real-world challenges of multi-tenancy, PII redaction, token costs, latency, and model hallucination.

Senior Applied AI Engineer

Systems Engineer

• Lead infrastructure modernization - own the transition from hybrid on-premises and Azure to a fully cloud-native, domain-free environment; manage Azure and AWS workloads outside of DevOps scope; drive identity and platform consolidation as the company evolves
• Own identity governance end to end - Entra ID, Active Directory, hybrid identity, Azure AD Connect, conditional access, and access lifecycle
• Own the full Microsoft 365 tenant including Exchange Online, SharePoint, Teams, and licensing; administer Intune and Autopilot for endpoint lifecycle management across Windows, macOS, iOS, and Android.
• Own the traditional systems administration layer that underpins the business - Windows Server, Hyper-V, DNS, DHCP, Group Policy, patching, firmware, and backup administration
• Build and own automation that makes the business more agile - PowerShell, API integrations, and AI-assisted development to reduce manual work and accelerate delivery
• Own network infrastructure across all office locations - Cisco Meraki switching, wireless, VLANs, DHCP, ISP management, and VPN connectivity; maintain PRTG monitoring and respond proactively to infrastructure health issues; keep firmware current across all network hardware
• Evaluate, recommend, and lead the migration to a modern cloud telephony platform; own the current phone system through the transition including user provisioning, call routing, and licensing
• Partner with the DevOps, helpdesk and security team on complex escalations, identify root causes rather than symptoms, and build solutions that prevent repeat issues

Senior Cloud Engineer – Systems

Account Executive

• Own the business plan for acquiring new logo targets on our Commercial Account Executive team
• Close net-new business while identifying opportunities for expansion within the first 12 months
• Proactively prospect within your assigned segment while responding quickly and effectively to inbound leads
• Manage a high-velocity pipeline and maintain pipeline coverage of approximately 4x annual quota
• Effectively run the full sales cycle from discovery through close, including pricing, contracting, and required internal approvals
• Prioritize opportunities and coordinate internal Novara resources to deliver an efficient and positive customer experience
• Develop and execute a territory plan to maximize activity, pipeline generation, and bookings
• Accurately update and manage opportunities in Salesforce, including daily activity tracking, pipeline management, and forecasting
• Quickly become proficient in Novara’s value proposition and deliver compelling demos and presentations via phone and web meetings
• Participate actively in team meetings, share best practices, and contribute to a collaborative, high-energy sales culture
• Partner closely with Marketing, SDRs, Implementation, and Customer Success to maximize pipeline conversion and customer outcomes

Commercial Account Executive

Accountant

• Complete the monthly close process for each of the 4 business units, with consolidated financial reporting by the 20th of each month using GAAP accounting principles and high accuracy.
• Perform account reconciliations and troubleshoot issues.
• Process recurring and non-recurring general ledger transactions covering revenue, expense and balance sheet accounts.
• Provide and perform assigned account reconciliations across the financial statements.
• Perform all cash reconciliations.
• Participate in various projects that arise related to general ledger activity and reporting.
• Participate in the monthly operating expense meeting and be prepared to answer questions on monthly reconciliation from the finance team.
• Process all incoming vendor invoices accurately in a timely manner.
• Provide backup and assistance to the Senior GL Accountants as needed.

Senior Accountant

Customer Success Manager

• Reporting to the Director, Customer Success and Implementations.
• Lead, coach, and develop a team of Customer Success Managers to deliver exceptional customer experiences and business outcomes.
• Foster a high-performance culture built on accountability, collaboration, continuous learning, and customer focus.
• Drive customer adoption, value realization, retention, and expansion through effective customer success strategies and execution.
• Develop and continuously improve scalable and repeatable Customer Success processes, playbooks, and best practices.
• Represent the voice of the customer and provide actionable feedback to internal stakeholders.

Senior Client Success Manager

Senior Cloud & Security Engineer

Help Desk Technician

Environmental Health & Safety Consultant

Environmental Health & Safety Consultant

IT Support Specialist

Environmental Health & Safety Consultant

Automotive Finance – Consultant

Automotive Finance, F&I Consultant

Collections Specialist

Senior Applied AI Engineer

Senior Cloud Engineer – Systems

Commercial Account Executive

Senior Accountant

Manager, Customer Success