• Lead and support client software implementations. • Ensure customer satisfaction by resolving questions, tracking issues, and escalating according to company guidelines. • Utilize and follow Aktion's methodology to achieve successful client implementation. • Proactively communicate with clients and team to achieve exceptional client satisfaction.

Remote‑Friendly | Flexible Schedule | Career‑Track Role About the Opportunity This is a structured pathway into the financial services industry for individuals who want a long-term, professional career—not a short-term sales gig. You’ll receive training, mentorship, and support to earn the licenses required to work with clients in areas such as life insurance, retirement planning, and basic investment strategies. This role is ideal for people who want to build a career helping families improve their financial futures, even if they’re starting with no prior industry experience. What the Role Involves - Guiding individuals and families through foundational financial planning - Learning and educating clients about life insurance, retirement options, and income protection - Building long-term client relationships - Following compliance standards and maintaining accurate documentation - Participating in ongoing training, workshops, and mentorship programs Training & Licensing Support - Assistance toward obtaining your State Life Insurance License, Series 6/63, and Mortgage Origination License - Some states allow new representatives to begin earning under a temporary license (4–6 months depending on regulations) - Step-by-step onboarding with experienced mentors - Remote-friendly tools and systems What Makes This Role Legitimate & Valuable - You are entering a regulated industry that requires background checks and state licensing - You receive formal training, not “pay-to-play” or commission-only recruiting - You gain portable, industry-recognized licenses that open doors across financial services - Clear advancement paths into leadership, recruiting, or agency building Requirements Who Thrives Here - Strong communicators who enjoy helping people - Self-motivated individuals who want control over their schedule and income - People who want a long-term career, not just a job - Coachable learners who are willing to study for licensing exams - Must be able to pass a background check (required for licensing) Basic Requirements - 18 or older - Eligible to obtain required state licenses - Reliable internet and phone access - Must reside in the United States . Benefits - Work from home - Make your own schedule

Founded by former Workday clients, we value partnership and engagement as a cornerstone of our business. With years of functional and technical experience in all phases of Workday's deployment life cycle, we can determine the most efficient integration designs and rapid deployment strategies. We develop maintainable solutions and provide support for integration testing and updates for new Workday releases. As a Workday Senior Certified Financials Senior Consultant, you will be responsible for ensuring the successful implementation of the Workday solution. You will foster the development of other consultants by sharing expertise. You may support proposal preparations, deliver demonstrations to clients, and speak at conferences. This remote role can be located anywhere within the U.S. to perform the required responsibilities. KEY FUNCTIONAL EXPECTATIONS - Provide expertise in the Workday Financials product suite. - Lead the following as a member of a deployment team or assist others to successfully: gather and document client business requirements, design and configure the Workday solution, demonstrate configurations through the development of prototype systems, assist in testing the Workday solution, and complete knowledge transfer to clients. - Work with client/data conversion team to help convert legacy data into Workday securely. - Lead discovery and FDM sessions with clients new to Workday, providing guidance and best practice suggestions to ensure proper setup of Chart of Accounts and organizational structure within Workday. - Ensure functional solutions are compatible with downstream data extraction and translation. Assist or advise integrators in configuring functional BPs or objects for which integrations share dependencies. Provide relevant test scenario examples and demonstrate functional test case entry for robust integration testing. - Facilitate clients’ intellectual and practical adoption of Workday best practices. - Embody Intecrowd and Workday’s high client satisfaction status. - Innovate and suggest new approaches and tools to deploy Workday efficiently and effectively - Provide insightful status reports to project managers that highlight risks to project health and improvements in client adoption - Maintain Workday certifications and qualifications. Serve as an active member of Workday’s ecosystem. KEY TEAM EXPECTATIONS - Foster a culture of proactive communication, escalation, and responsiveness. - Collaborate and communicate effectively and synergistically on team-based projects. - Contribute to and mold a culture of continuous education amongst your colleagues, mentees, and managers. Mentor, train, and develop new and experienced consultants. Instruct peers and team members on product knowledge/best practice. - Resolve complex tasks/requirements when other team members need support. - Demonstrate computational thinking. Identify problem components, analyze patterns, remove inefficient configurations or processes, and construct algorithmic solutions scalable to ongoing client needs. - Serve as a professional role model. REQUIRED SKILLS AND EXPERIENCE - Hold current Workday Certifications for Procure to Pay. - 4+ years implementing Financial, Procurement and/or Expense Management solutions. - CPA and or advanced Accounting degree or equivalent work experience. - Previous consulting experience with a consulting/software company. - Demonstrated project management experience. - Passion for providing exceptional customer service. - Ability to effectively manage against timelines and goals. - Excellent verbal and written communication skills. - Business analysis and requirements gathering abilities. - Ability to learn technology quickly through instruction and self-training. - Experience deploying multiple Financial projects simultaneously a plus. - Expected travel is +/-30% depending on project(s). Employer’s Rights: Intecrowd has the right to revise this job description at any time. This job description is not a contract for employment. This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks listed in this job description. Equal Opportunity Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a Vietnam or disabled veteran. Applications for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with Intecrowd.

At Qualia, we've built the leading B2B real estate technology that transforms the home buying and selling experience into a simple, secure, and enjoyable process. Our SMB and Enterprise products bring together users from across the real estate ecosystem---homebuyers and sellers, lenders, title and escrow agents, and real estate agents---onto a single shared digital closing platform, providing greater clarity and transparency to real estate transactions. Today, through our business customers across the country, millions of consumers use Qualia to close on homes every year. WHAT YOU'LL WORK ON The Title Operations Consultant will play a key role in establishing Qualia’s Settlement Consulting Service. This service will provide clients across the country with the expertise, support, and software needed to launch new title and closing operations. This service will help our clients implement: compliance and best practices, industry recruiting, operations/systems reviews, licensing, new market launches, and software implementation. As the title industry undergoes rapid transformation through artificial intelligence, this role will be instrumental in helping clients identify opportunities to leverage AI-powered tools and automation within their operations. You'll guide clients through evaluating, implementing, and optimizing AI solutions that enhance efficiency, accuracy, and compliance in their title and closing workflows. The ideal candidate for this role has extensive experience launching national Title and Escrow operations. This person will have deep industry experience, connections, and also be excited to drive innovation in the industry by leveraging Qualia’s transformational platform. RESPONSIBILITIES - Conducting operational audits of lenders, brokerages, and other real estate companies across the country to help them determine the best fit for their organizational needs - Establish a repeatable framework that empowers our clients to effectively launch new title and escrow businesses on Qualia, enabling Qualia’s continued growth - Deliver best-in-class consulting service - Monitor customers' internal processes and procedures to ensure best practices are maintained, and identify areas of organizational risk and non-compliance - Leverage playbooks, scripts, coaching, and performance management to ensure consistent, repeatable execution - Assess client readiness for AI adoption and identify high-impact use cases for AI integration in title production, document processing, and compliance workflows - Guide clients in implementing AI-powered solutions for tasks such as document analysis, data extraction, commitment generation, and exception identification - Develop change management strategies that help clients successfully adopt AI tools while maintaining quality standards and team engagement - Stay current on emerging AI technologies in real estate and title operations, translating innovations into practical client applications YOUR BACKGROUND THAT LIKELY MAKES YOU A MATCH - 7+ years of experience in Title and Escrow operations - 5+ years of experience launching and overseeing Title and Escrow operations operating in multiple states or geographic regions within the United States - Extensive knowledge of title and escrow in multiple states to expertly manage operations across different regions - Experience in customizing, executing, and monitoring effective new process workflow rollouts within a centralized organization - Extensive experience in planning and overseeing the implementation of closing workflows and software implementations - Attention to detail with an unwavering high standard for quality - Excellent verbal and written communication skills - Ability to work on multiple projects simultaneously while operating at a high level - Comfort with and ability to thrive in a fast-paced, rapidly changing environment - Strong and structured communication style, both verbal and written - Bachelor's degree - Demonstrated interest in or experience with AI, automation, and emerging technologies in title operations - Experience evaluating and implementing technology solutions that improve operational efficiency and accuracy - Ability to articulate the value proposition of AI tools to stakeholders and drive adoption across organizations - Comfortable learning new AI-powered tools and translating technical capabilities into business benefits While this role is based in Austin, Texas, we're open to exploring remote possibilities for qualified candidates. WHY QUALIA Qualia is made up of incredibly bright, mission-driven coworkers who are passionate about using technology to solve real-world problems---and we're growing quickly. In order to continue building an engaging and dynamic organization, we're committed to giving everyone the support they need to do great work. Our benefits package is designed to allow our team members to be their best selves, both in and out of the workplace. In addition to comprehensive health plans, a 401k program, and commuter benefits, we prioritize family and personal well-being through professional development, parental leave, and a flexible time off policy. Qualia offers a robust online onboarding program to train new hires, biweekly all hands meetings, and a variety of internal virtual events to keep employees connected. We believe diverse perspectives and backgrounds are critical to building great technology, and our goal is to cultivate an environment where people feel equally valued and respected. Qualia is proud to be an equal-opportunity workplace, and we welcome applicants from all backgrounds regardless of race, color, ancestry, religion, gender identity or expression, sexual orientation, marital status, age, citizenship, socioeconomic status, disability, or veteran status. By submitting your application, you acknowledge and agree to the collection, processing, and use of your personal information as described in our Employee Data Privacy Notice. #LI-Remote