• Design, build, and deliver SharePoint and Power Platform - based business solutions tailored to client needs • Create and configure SharePoint Online sites, libraries, lists, permissions, and information architecture using best practices • Design and implement Dataverse data models, including data relationship mapping and schema design • Create automated workflows and integrations using Power Automate to support business processes • Lead client requirements intake independently, translating business needs into clear and actionable technical solutions • Own assigned workstreams end to end, ensuring tasks are tracked, progressed, and delivered without dependency on others • Capable of working alongside peers and guiding junior staff to complete project tasks • Clearly communicate progress, risks, and outcomes with both clients and internal stakeholders • Ensure solutions are well-structured, sustainable, and aligned with Microsoft best practices

• Responsible for managing the overall onboarding process, client and advisor expectations and meeting service timelines for newly sold retirement plans (both start-up and takeovers of existing plans) to ensure a smooth and efficient onboarding experience for clients. • Also responsible for quality control and assurance for plan conversions, account transition and ensuring all responsibilities and tasks are performed in accordance with FuturePlan’s core values and best practices. • Manages case load effectively to meet or exceed departmental service goals specific service levels for quality and timeliness with limited supervision. • Provides clear communication regarding the roles of each individual involved in the onboarding process. • Coordinates with the client and advisor to review all implementation and onboarding documents are in order to facilitate the installation of the plan. • Communicates the details of the plan’s onboarding progress (as needed or requested) to each internal department (sales consultant, onboarding manager and service consultant) through regular contact or workflow system updates as it pertains to their open onboarding cases. • Consistently updates workflow system or status report to keep all parties informed of onboarding activities and progress. • Provides training and assistance to clients to ensure completion of the client tasks and issue resolution. • Ensures internal department’s completion of tasks by the scheduled due date. • Provides input to Management on client issues and onboarding delays. • Proactively escalates potential risks to appropriate leadership staff that impact either service satisfaction and/or financial liability. • Participates, as required, in solution teams to ensure onboarding processes are defined and incorporated for new and enhanced services. • Provide guidance to clients and financial advisors to fully inform and educate them on ongoing administrative services provided by FuturePlan. • Provide hand-off to the appropriate service consultant to ensure a smooth transition for the client and financial advisor including identifying all open issues. • Provides accurate qualified plan information and education to financial partners, financial professionals and clients by attending Ascensus training sessions and continuing self-study. • Responsible for protecting, securing, and proper handling of all confidential data held by FuturePlan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to FuturePlan or our clients. • Assist with other tasks and projects as assigned.

• Handles developing and managing relationships with providers within their assigned market • Communicates with providers about suite of benefit programs • Collaborates with reporting to discern provider reports • Maintains visibility within their market • Evaluates and monitors provider cost reports to educate and improve performance • Handles recruiting new providers and maintains network participation • Responsible for educating providers and advising on policies and procedures • Promotes dentist adoption of technology solutions • Seeks continuous improvements in internal methods and procedures • Facilitates Oral Health presentations • Represents clients and company at trade shows and health fairs • Governs creation and submission of required reports • Acts as a subject matter expert • Develops personalized presentations of company benefit programs • Measures impact of provider satisfaction

• Conduct telephonic outreach to members with diabetes to assess needs and close gaps in care • Provide education and support to promote member engagement and self-management • Identify and address social determinants of health impacting care • Refer members to appropriate care management programs and community resources • Collaborate with providers and interdisciplinary teams to coordinate care • Apply nursing processes in compliance with company and regulatory standards • Document interactions and care plans accurately in electronic medical records • Consult with supervisors to resolve challenges and improve member outcomes