• Assess legacy IBM Case Manager and FileNet solutions. • Design and execute modernization strategies using IBM BAW. • Migrate and refactor case-based workflows into BAW applications. • Configure process flows, business rules, and work assignment logic. • Implement low-code solutions to improve efficiency and scalability. • Enable operational reporting and workflow insights. • Support initial engagement of 40–50 hours with potential ongoing work. • Collaborate with stakeholders in a fully remote environment.

• Provides guidance, expertise, and support to Engage fi clients by engaging as a strategic partner and acting as a subject matter expert (SME) in the evaluation, selection, and negotiation of critical bank and credit union solutions • Builds and maintains strong relationships with clients by uncovering and analyzing client needs, providing and recommending solutions • Oversees complex client projects and applies Engage fi and industry best practices to execute on client strategies and implement project tactics to mitigate risk and ensure success • Works with the project team and other EFI team members as needed to develop, customize, and maintain key project artifacts, such as RFPs and project timelines • Maintains scope, schedule, and budget of projects, ensuring work is completed according the to the plan/statement of work (SOW) • Facilitates project workshops, vendor sessions, and other critical project events and communications, chairs project meetings, and provides SME guidance • Develops and sustains relationships with key strategic vendors, studies and evaluates financial industry market trends • Evaluates client’s current invoices and existing contracts to capture relevant business terms, dates, and pricing

• Educate dental offices on policies, procedures, and value-based programs via phone, email, webinars, and in-office visits • Promote technology adoption including web portal functionality, electronic claims submission, and EFT options • Support onboarding of new providers and re-credentialing processes, ensuring accurate data, directory updates, and timely activation • Conduct training sessions and webinars; serve as SME on company tools, portals, and engagement processes • Manage team SharePoint and internal resource sites; maintain updated link libraries, acronyms, and definition pages for Provider Partners • Create and maintain dashboards to track provider engagement metrics and outcomes • Generate leadership reports and monthly summaries highlighting performance, network status, and key initiatives • Submit AP requests, Committee submissions, and vendor oversight tracking (Trachmar, Veritas, etc.) • Maintain communication templates, newsletters, FAQs, quick reference guides, and provider notifications with appropriate approvals (DMX, client, and compliance) • Prepare and distribute provider scorecards, performance summaries, and compliance updates where applicable • Coordinate internal and client-facing projects by creating project plans, maintaining timelines, recording notes, and following up on deliverables • Track new business implementations and network loads, including opt-outs, amendments, and provider terminations • Participate with initiatives, ensuring materials, ORMs, and communications are validated and timely • Support implementation of new tools and systems, serving as a super user or trainer for new software/hardware rollouts • Partner with marketing and communications to align materials across all markets for consistency and professional presentation • Run and validate reports to maintain provider directories, GeoAccess, and network validation compliance • Perform Excel-based comparisons, file merges, and network analyses to identify disruptions, gaps, or discrepancies • Maintain tracking logs for provider notifications, trainings, and regulatory deliverables • Ensure compliance with all policies, CMS, and state contractual requirements including annual provider compliance trainings • Develop and facilitate team training on dashboards, reporting, purchasing, vendor management, and provider communications • Lead and coordinate internal engagement efforts (holiday events, team meetings, SME presentations, etc.) to promote collaboration

• Guide energy teams in identifying, evaluating, and implementing energy efficiency activities in commercial, industrial, and institutional facilities • Help program participants apply the principles of continuous improvement to energy management through group workshops and individual coaching