About the Role Gratia is expanding its elite delivery team to build and scale critical operational workflows for a high-profile US client. As an Automation Specialist, you will be transforming detailed process maps into powerful, scalable workflows within Airtable. You'll partner closely with Business Analysts who manage the process mapping, stakeholder engagement, and project requirements, so you can concentrate fully on building, configuring, and delivering technical solutions. Why join Gratia? - High ownership: Own the build quality and execution. Business Analysts provide clear process maps and specs, allowing you to focus on building. - High-profile US client: See the impact of your work with fast iteration cycles and high visibility, plus potential project extension. - Future projects: Top performers have priority for future workflow automation engagements with Gratia across a range of clients and workflow tools. What you’ll do - Design and configure intelligent forms, approval flows, automations, conditional logic, and permissions within Airtable. - Create efficient table structures and field mapping to ensure robust data integrity and reporting at every workflow step. - Implement changes quickly based on specs and feedback. Gratia values fast, high-quality iterations. - Identify and resolve issues related to automation scripts, permissions, and workflow edge cases in Airtable. - Provide clear configuration notes and maintenance guidance for each delivered workflow. What we are looking for - Hands-on experience designing advanced workflows in Airtable, including use of Airtable Automations, scripting, and integrations. - Mastery of roles, permissions, routing logic, SLAs, and data integrity within workflow tools. - Strong ability to take written specifications and deliver production-ready workflows independently. - Proficient English—confident explaining technical logic and documenting solutions. - Able to overlap with US business hours as needed for meetings and real-time collaboration. Technical nice-to-haves - Experience with Airtable scripting (JavaScript) or custom automations. - Experience integrating Airtable with external APIs/webhooks. - Knowledge of workflow governance, maintainable design, and change control best practices. Contract details - Starting at $30/hour - Able to start 1 week from offer acceptance - Work duration 6 months (extension possible) - Background check is required - Flexible, with 4-6hrs overlap with US business hours required. Please share your typical working hours. - Independent consulting/freelancer contract

• Lead the onboarding process for new clients, ensuring a smooth transition onto the LMS platform; • Customize onboarding plans to meet the specific needs and goals of each client. • Conduct training sessions for clients and their employees on the use of the LMS platform; • Develop and maintain training materials, including user guides, tutorials, and video content; • Provide ongoing support and troubleshooting assistance to clients to address any issues or questions. • Prepare and deliver live demonstrations of the LMS platform to prospective clients and existing users; • Tailor demos to highlight features and benefits relevant to each client’s needs. • Build and maintain strong relationships with clients, serving as their primary point of contact; • Monitor client satisfaction and proactively address any concerns or feedback; • Manage and track client accounts, ensuring timely follow-ups and resolution of any issues. • Generate regular reports on client usage and performance metrics; • Analyze data to identify trends, opportunities for improvement, and areas of concern. • Answer client inquiries and provide support via inbound calls, emails, and other communication channels; • Handle general customer service tasks as needed, including addressing and resolving issues or complaints; • Serve as a backup for the customer service team, ensuring continuous support coverage. • Stay updated on LMS platform updates, industry trends, and best practices; • Collaborate with the product and development teams to provide client feedback and contribute to platform enhancements.

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Are you passionate about helping individuals secure their financial futures? Do you have a knack for building relationships and leading teams? If so, we invite you to join our dynamic team as a Senior Retirement Specialist - Chicago Metro. FINRA Series 6, 63, 65 or 7, 66 licenses required for this role as well as State Life and Health license. The ideal candidate will have the following: - Strong presentation and communication skills for effective seminar delivery. - Excellent relationship-building abilities to foster connections with clients and stakeholders. - Leadership skills to guide and support a team of specialists. - Problem-solving skills to address customer inquiries and improve processes. - Knowledge of defined contribution retirement savings plans and financial counseling. #LI-YA1 Job Description Summary At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring teamwork, strategic thinking and superior relationship management on various levels. If you can collaborate, connect and communicate to build, grow and retain important and productive business relationships, we want to know more about you! As a Senior Retirement Specialist, you'll drive sales, provide education and deliver service for plan participants. You will develop, manage and retain relationships with participants and have regular retirement education and planning interactions with them. You will identify prospects and acquire new small cases. Job Description Key Responsibilities: - Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory. - Assists/supports the Program Director in territory planning, execution strategies and team building/development activities. - Serves as a financial resource to existing and potential participants by providing counseling and guidance on the features and benefits of defined contribution retirement savings plans which will drive sales growth. - Responsible for developing relationships with key entity contacts especially at the department head level in order to expand products and services within the plan. - Helps and supports Program Director, including training on new presentations, product information and policy or process changes, etc. - Acts as a team lead for a group of Retirement Specialists and functions as a point of contact for inquiries and help troubleshoot problems. - Leads special projects that may relate to marketing, customer service, enrollment and other administrative processes of the deferred compensation program. - Works with dedicated or regional home office teams to solve customer issues or implement actions to improve processes for the field. May perform other responsibilities as assigned. Reporting Relationships: Reports to Retirement Services Program Director; no direct reports. Typical Skills and Experiences: Education: Undergraduate studies in related field, insurance, business, marketing, preferred. License/Certification/Designation: FINRA Series 6 license, and life and health licenses required; series 63 and 65 may be necessary. Experience: Three years of related experience in financial, sales or educational services functions. Knowledge, Abilities and Skills: Must have expertise in the public sector business, and use knowledge of 457 plans and additional financial products/services to expand plan relationships. Ability to effectively navigate political and economic landscapes to achieve business results. Comprehension knowledge of annuity and investment products with the ability to effectively communicate product information. Strong understanding of the competitive landscape. Proven knowledge of Nationwide Retirement Plans necessary to fully support Program Director in administrative and sales responsibilities. Excellent sales, communication and presentation skills required. Demonstrated ability to effectively manage a territory of clients. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager’s leader and Human Resources Business Partner. Values: Regularly and consistently demonstrates the Nationwide Values. Job Conditions: Overtime Eligibility: Exempt (Not eligible) Working Conditions: Travel within assigned territory required. May be required to work from home. Must have a valid driver’s license with satisfactory driving record in accordance with Nationwide standards. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule. The national salary range for Senior Retirement Specialist : $68,000.00-$127,000.00 The expected starting salary range for Senior Retirement Specialist : $68,000.00 - $102,000.00

• Taking ownership of and efficiently managing the onboarding process for multiple clients concurrently. • Identifying project scope and organizing requirements based on clients’ individual needs; ability to proactively communicate with members of the sales organization pre-project kick-off for account details. • Establishing strong relationships and rapport with key stakeholders of each account to ensure a high level of satisfaction. • Becoming a Comply product expert. • Monitoring, tracking, and reporting on where clients are in the Onboarding process to both internal and external teams. • Driving escalation and mitigating client issues if they arise during onboarding. • Training new clients / users on the features of the platform based on their specific needs. • Successfully transitioning clients to the Customer Success team post-onboarding. • Using GuideCX (our Onboarding platform) to manage customer onboarding progress and tasks. • Assist in supporting special projects or other operational functions within the broader onboarding team.