• Gather, analyze, and document business requirements. • Configure and customize Microsoft Dynamics 365 modules (e.g., Finance, Supply Chain, Sales, Customer Service). • Translate business needs into functional specifications for technical teams. • Collaborate with developers, QA teams, and stakeholders to deliver solutions. • Support system integrations, data migration, and testing activities. • Conduct UAT sessions and provide end-user training. • Troubleshoot functional issues and provide ongoing system support. • Ensure best practices and standardization across implementations.

• Guide discovery for project deliverables including software configuration, custom development, and integration. • Lead technical requirements gathering sessions to analyze client needs and business processes, define and document project scope, and confirm solution viability. • Make decisions based on client requirements and configuring design decisions. • Proactively provide knowledge-backed recommendations and best practice advice on meeting goals through software system configuration, customization, process improvement, and/or staff training, including appropriate considerations of budget, timeframe, and client capacity. • Educate and train clients on system functionality, particularly for go-live stabilization, offering guidance for users to become proficient in use of new tools. • Design, validate, and implement critical system components in CRM platforms. ​ • Articulate complex system challenges and solutions in an easy to digest manner. ​ • Assist in defining the work required to deliver solutions in support of client needs, including level of effort. Provide oversight of project resources, jointly with project management. • Adapt to changing circumstances and be comfortable working in a fast-paced, dynamic environment.

• Guide discovery for project deliverables including software configuration, custom development, and integration. • Lead technical requirements gathering sessions to analyze client needs and business processes, define and document project scope, and confirm solution viability. • Make decisions based on client requirements and configuring design decisions. • Proactively provide knowledge-backed recommendations and best practice advice on meeting goals through software system configuration, customization, process improvement, and/or staff training, including appropriate considerations of budget, timeframe, and client capacity. • Educate and train clients on system functionality, particularly for go-live stabilization, offering guidance for users to become proficient in use of new tools. • Communicate and collaborate with project managers, internal customers, and developers to design cohesive project strategies and ensure effective collaboration throughout all phases of development, testing and deployment. • Maintain an agile and dynamic delivery to facilitate timely responses to changing project/core solution requirements and customer objectives and innovate ways to meet mission goals successfully. • Work in customized CRM environments which include custom objects and workflows. • Assist Sales in assessing and scoping new projects including developing cost estimates and contributing to client presentations. • Support colleagues with technical assistance and best-practice guidance. • Engage with the greater higher ed and nonprofit community, remaining in the forefront of technological developments, and representing Zuri Group as a thought leader in the industry.

Job DetailsJob Location: Austin, TX 78701Salary Range: $95,000.00 - $105,000.00 SalaryPlease note: This job is “remote,” it is not a work from home position and there is extensive travel. The Texas Association of Counties (TAC) is seeking a qualified person for a Employee Benefits Consultant I - West Region position. Position Overview Responsible for consulting with members of the Texas Association of Counties (TAC) Health and Employee Benefits Pool (Pool), the Texas Association of Counties Unemployment Compensation Group Account Fund (Fund) and other eligible local governmental entities regarding employee benefits programs offered by the Pool and the Fund. Responsible for account management activities associated with servicing the fully pooled and self-insured Pool members in an assigned territory. Assist in developing strategies as necessary to deliver employee benefit programs to Pool and Fund members. Market the Pool and Fund services to current and prospective members in an assigned territory. Residence is Texas is required, and residence in assigned territory is preferred. Position requires extensive travel, up to 80% overnight in the state of Texas. This position will be assigned to service members in the West Region of the state. This region spans from Travis County, westward across to El Paso County, and north up to Taylor County. The ideal candidate would live within the region, but consideration will be given to all qualified applicants. Relocation assistance or reassignment to another region is not available at this time. Essential Job Functions Responsible for consulting with Pool and Fund members and other eligible local governmental entities regarding employee benefits programs offered by the Pool and the Fund and communicating the value of the Pool and the Fund. Develop and maintain understanding of current Pool coverages and programs, health care contracts, financial reports and laws applicable to the Pool’s coverages, including COBRA, PPACA, HIPAA and Medicare. Responsible for account management activities associated with servicing the fully insured and self-insured Pool and Fund members in assigned territory, including marketing new products, identifying prospective Pool and Fund members and marketing employee benefits programs to them. Required to regularly visit current and prospective Pool and Fund members and to develop relationships with their governing body and other significant contacts responsible for approval or management of employee benefit programs. Provide information to the Financial Analyst and Business Systems team for inclusion in responses to Requests for Proposals (RFPs) and Requests for Quotes (RFQs). Conduct semi-annual and annual financial performance reviews, as appropriate, with the governing body of each member in the assigned territory. Develop and deliver presentations related to employee benefit proposals and programs to current Pool and Fund members, at TAC-sponsored and TAC-affiliate member organization conferences and at other venues, including staffing the TAC and HBS booths at conferences. Monitor and analyze new legislation and trends regarding employee benefits programs and notify Pool members of relevant changes, including any necessary compliance training. Coordinate with HBS Employee Benefits Specialists (EBSs), Wellness Consultants (WCs) and other TAC staff to provide Pool and Fund member services and assist with renewals as requested. Develop and maintain expertise in employee benefits funding and delivery, including point of service, HMO network arrangements, EPO network arrangements, network operations, pooling, and partially self-funded administrative services only plans. Develop and maintain product knowledge expertise in additional areas including life coverage, dental, vision, and Medicare supplement plans. Participate in the planning, development, implementation and evaluation of special projects and assignments. Perform other duties as assigned. QualificationsNon-essential Job Functions Experience / Education Requirements Bachelor’s Degree in business, insurance, marketing or related field or equivalent experience preferred but not required. A minimum of three years’ experience marketing or administering health, dental and ancillary coverages, and life insurance is preferred. A proven track record of health insurance marketing is preferred. Strong knowledge of marketing or administering employee health benefits programs required, with an in-depth knowledge of the structure of fully insured and self-funded health programs preferred. Obtain State of Texas general lines life, accident, health and HMO insurance license within 24 months from the date of hire. Can not have any form of correction action within last 12 months (Internal Applicants). Other Skills & Abilities Position requires excellent communication skills, both written and verbal, and the ability to relate to persons with a variety of cultural, economic and educational backgrounds. Position requires a high degree of professionalism in representing TAC, the Pool and the Fund in significant contacts with elected officials, public employees, and dependents. Must be proficient in use of personal computer and Microsoft Office products including: Word, Excel, and PowerPoint. Must function independently with minimal supervision. Excellent time management and record keeping required. Valid Texas driver’s license and good driving record required; must be able to drive. Residence in Texas required. Residence in assigned territory preferred. Physical Requirements Position requires extensive travel; up to 80% overnight travel in the State of Texas. 1. Standing Some Functions 2. Sitting All functions 3. Walking Some Functions 4. Lifting Some Functions 5. Pushing or pulling loads Some Functions 6. Reaching overhead Some Functions 7. Kneeling/squatting Some Functions 8. Climbing stairs Some Functions 9. Climbing ladders Not required