• Act as the primary technical administrator and subject matter expert for the Customer Office tech stack, including Gainsight, Kantata (Mavenlink), and related platforms. • Own, manage, and optimize system configurations, including workflows, automation, business rules, integrations, and reporting. • Ensure systems are accurately configured, integrated, and aligned to enable customer engagement strategies and operational processes. • Provide advanced system support and troubleshooting, proactively resolving issues to minimize disruption and ensure continuity for Customer-facing teams. • Monitor system performance, conduct regular audits, and implement enhancements to maintain scalability, reliability and best-in-class system operations • Design and implement end-to-end workflows across the customer lifecycle, ensuring seamless handoffs between teams and systems. • Drive AI and automation initiatives, including predictive health scoring, intelligent triggers, and workflow automation to improve customer engagement and team efficiency. • Identify and implement process improvements, leveraging automation and system enhancements to reduce manual work and optimize performance. • Partner with cross-functional stakeholders to gather requirements, evaluate impact, and deliver scalable system solutions. • Collaborate with Customer Success, Support, and Professional Services teams to maximize system capabilities and improve service delivery.

Role Description We are currently seeking reliable and client-focused individuals to join our team as Remote Customer Experience Associates. In this role, you will support clients by providing clear communication, coordinating requests, and helping ensure a smooth and well-organized experience from start to finish. This fully remote position is ideal for someone who enjoys helping others, staying organized, and working independently while maintaining a high level of professionalism. You'll play an important role in keeping communication flowing, details accurate, and client needs supported throughout the process. Training and ongoing support are provided to help you succeed in this role. - Respond to client inquiries with timely, clear, and helpful communication - Coordinate requests, scheduling, and confirmations - Gather and organize important client details - Maintain accurate and up-to-date records - Follow up as needed to ensure all tasks and requests are completed - Help create a smooth, positive experience for each client Qualifications - Strong communication and organizational skills - Detail-oriented with a focus on accuracy - Dependable and able to manage responsibilities independently - Comfortable using digital tools and working remotely - Customer service or support experience is a plus, but not required Requirements - Must have access to a computer and reliable internet - Must be authorized to work in the US, UK, Australia, Spain, Mexico, or LATAM regions Benefits - 100% remote, work-from-home flexibility - Flexible scheduling options - Step-by-step training and onboarding - Ongoing support and access to team resources - Opportunity for growth within a supportive team environment

Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the U.S.—all committed to delivering solutions that change lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in three Canadian provinces and Europe. PCG offers clients a multidisciplinary approach to meet challenges, pursue opportunities, and serve constituents across the public sector. To learn more, visit www.publicconsultinggroup.com. Duties & Responsibilities The Maine Center of Excellence (COE) for Innovative Systems and Practice in Behavioral Health is to increase the capacity and quality of specific practices (i.e. HFW, Family Peer Support and Youth Peer Support) provided throughout the State of Maine. As part of this effort, the COE is developing the expertise and capacity to support Youth Peer Support Specialists across the State of Maine in their work. Public Consulting Group serves as the Provider for the COE and is seeking to fill the position of Trainer and Coach for Youth Peer Support As a Trainer and Coach for Youth Peer Support (YPS-LC), you will be responsible for training, coaching, and providing technical assistance to assist youth peer support specialists and their supervisors, in the local provider community. The YPS-LC will train and coach youth peer support specialist (YPSs) and their supervisors in the local provider community that provide intentional, authentic support to children and youth with emotional, behavioral, mental health and/or substance use challenges to learn and fully implement the Peer Connect Model of Youth Peer Support, in their work. Required tasks of this position are as follows: - Participate in all required training and coaching pertaining to Peer Connect that is provided by Youth MOVE National, and any other required training as identified by the State of Maine, and/or PCG. - Complete and maintain Peer Connect certification and attend ongoing training within required timeframes to maintain certification. - Complete train-the-trainer process and participate in annual certification. - Facilitate Peer Connect training, Co-Reflections, and ongoing professional development sessions for Youth Peer Support Specialists and their supervisors in the local provider community. - Respond to assigned requests for technical assistance and consultation in a timely manner. - Communicate regularly, in person or virtually, with participating organizations and both the COE implementation team and local implementation teams - Complete monthly data entry by keeping thorough records of those YPSs and their supervisors who are involved in Peer Connect to ensure the COE has records of who has fully completed all aspects of the Learning Collaborative Model and who is still in need of any required parts of certification. - Employ a variety of adult learning concepts to appeal to a range of learning preferences resulting in effective engagement of participants of varying learning needs. - Network and build relationships with state and organizational leadership to build interest in partnering around successful implementation efforts. - Monitor and evaluate the effectiveness of training through established evaluation measures. Uses evaluation data to grow skill. - Utilize identified tools and resources from Youth MOVE National, and otherwise to provide coaching support to youth peer specialists and supervisors. - Assure confidentiality and the rights of youth families as outlined in the agency’s standards, policies, and procedures. - Perform other related duties as assigned. Required Skills - Establish and maintain positive and effective working relationships with internal staff, community resources and stakeholders. - Must be able to engage and collaborate with people from diverse backgrounds. - Possess training and group facilitation skills. - Demonstrate active listening skills and validate experiences of others, using person-first and strength-based language. - Possess excellent oral and written communication skills. - Possess excellent conflict resolution and crisis management skills through effective communication, active listening, practicing empathy, problem solving, and maintaining a positive attitude. - Comfort with virtual convening’s and building of relationships online. - Proficient in Microsoft Office Suites and related software applications, such as Adobe, Teams, and Zoom. Qualifications Education - Preferred: Bachelor’s degree in Social Work, Psychology, Human Development, Education, Public/Business Administration, Communications, or discipline appropriate to training being conducted. - Minimum: High School Diploma or GED Experience - Required: Relevant lived experience and/or professional experience within the System of Care (Mental/Behavioral Health, Child Welfare, or Juvenile Justice) and the ability and willingness to share those relevant experiences to strengthen peer relationships. - Preferred: A minimum of one (1) year in the role of a Youth Peer Support Specialist. Certification - Certification will occur during the course of employment Working Conditions - Travel time is approximately 50 percent. - Must have reliable transportation to travel throughout the State of Maine to conduct observations and deliver technical assistance and support to Youth Peer Specialist providers. - The position will allow for a remote workplace. The position requires flexible hours including Some evening/weekend availability based on the needs of the local providers and families receiving Wraparound and possible overnight travel depending on the training schedule. Compensation: Compensation for roles at Public Consulting Group varies depending on a wide array of factors including, but not limited to, the specific office location, role, skill set, and level of experience. As required by applicable law, PCG provides a reasonable range of compensation for this role. In addition, PCG provides a range of benefits for this role, including medical and dental care benefits, 401k, PTO, parental leave, bereavement leave. Range: $52,500 - $62,500 PCG does not sponsor newly hired foreign national workers for work authorization, including H-1B sponsorship. EEO Statement: Public Consulting Group is an Equal Opportunity Employer dedicated to celebrating diversity and intentionally creating a culture of inclusion. We believe that we work best when our employees feel empowered and accepted, and that starts by honoring each of our unique life experiences. At PCG, all aspects of employment regarding recruitment, hiring, training, promotion, compensation, benefits, transfers, layoffs, return from layoff, company-sponsored training, education, and social and recreational programs are based on merit, business needs, job requirements, and individual qualifications. We do not discriminate on the basis of race, color, religion or belief, national, social, or ethnic origin, sex, gender identity and/or expression, age, physical, mental, or sensory disability, sexual orientation, marital, civil union, or domestic partnership status, past or present military service, citizenship status, family medical history or genetic information, family or parental status, or any other status protected under federal, state, or local law. PCG will not tolerate discrimination or harassment based on any of these characteristics. PCG believes in health, equality, and prosperity for everyone so we can succeed in changing the ways the public sector, including health, education, technology and human services industries, work.

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings. We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more. About the role Human Interest is looking for a financial operations associate to provide support on the Human Interest 401(k) plan and serve as a subject matter expert in outgoing money movement, working closely with our Operations, Technology, and Customer Success teams to drive efficiencies and improve the experience across all Human Interest customers. About the team The Benefits Processing Associate, who reports to the Benefits Processing Operations Manager, is responsible for the daily processing of a diverse range of client 401(k) requests. This position entails executing outgoing operational transactions for Human Interest 401(k) plans, which includes comprehensive investigation of client information under high-pressure circumstances, while ensuring punctual processing. Given access to sensitive employee data across a substantial number of 401(k) plans, the ideal candidate will exhibit the utmost confidentiality, discretion, and stewardship. What you get to do every day - Ensure the the Human Interest 401(k) plan operates seamlessly and complies with all SLAs and regulatory guidelines relating to money movement including, but not limited to: - Distribution Trading and Review - Roll-ins - Loans - Stale Disbursement Checks - 1099-R Corrections - Portfolio Rebalancing - Money Movement Escalations - Partner with our front-office teams in answering employee requests and questions about the Human Interest 401(k) plan, and ensure that all response and resolution SLAs are met - Conceptualize and implement process efficiencies in partnership with product team to improve the 401(k) servicing processes and opportunities - Use discretion and advanced knowledge of Human Interest systems and 401(k) regulation to problem-solve complex issues - Respond to potentially complex escalating 401(k) service issues - Implement and maintain privacy processes and trainings to ensure discreet processing including but not limited to - HIPAA - Fiduciary Training - Serve as a resource to support the broader Financial Operations team with operational processing, program management, and business analysis. What you will accomplish - Improve the service and efficiency of Human Interest’s 401(k) clients for all active and prior Employees, ensuring that all SLAs are met. - Identify opportunities for process improvement across all forms of money movement, working closely with our Operations, Technology, and Customer Success teams to drive efficiencies and improve the experience across all Human Interest customers. - Help Financial Operations deliver important customer and business outcomes by serving as a “utility player” on strategic and/or complex projects - Create a foundation for future growth within the team What you bring to the role - 2+ years of 401(k) money movement or operational experience - Bachelor’s degree OR equivalent experience preferred. - Meticulous attention to detail. - Capacity to organize and meet performance goals. - Effective communication skills, both written and verbal. - Advanced Excel skills. - Ability to perform at high efficiency in a fast-paced environment. - Strong sense of task ownership. - Determination to overcome challenges. - Ability to identify and communicate process improvements. - Desire to actively participate on a highly engaged team. - “Team Player” attitude Why you will love working at Human Interest Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success. Join Human Interest and make a lasting impact by shaping the future of retirement. Our operating principles define how we work together as a team. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest. - Customer obsession: We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile. - Long-Term Orientation: We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future. - Autonomous and Accountable Teams: We trust our team members to take ownership and make smart decisions. We empower you to be your best self! - An Escalating Bar for Talent and Performance: We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement. - Fundamental Optimism: We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness. Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the U.S. The base salary for this position spans $20.67 - $24.32 per hour and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall total rewards package. All of our employees are offered a robust suite of physical, financial, and mental wellness benefits. In compliance with applicable laws, we do not inquire about salary history, or about criminal history prior to a conditional offer of employment. Benefits - - A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees - Top-of-the-line health plans, as well as dental and vision insurance - Competitive time off and parental leave - Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness - Lyra: Enhanced Mental Health Support for Employees and dependents - Carrot: Fertility healthcare and family forming benefits - Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt - Monthly work-from-home stipend; quarterly lifestyle stipend - Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie. We’re a great place to work (but don’t take our word for it) Here’s a list of our awards and accolades: - Certified as a Great Place To Work® (2023-2025) - Fortune Best Place to Work in the Bay Area (2024) - Best Places to Work by Built In (2023-2024) - America’s Best Startup Employers by Forbes (2020-2022, 2024) - A Top Company by Y Combinator (2020-2023) - Inc. Fastest Growing Companies (2021) Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws. Employment with Human Interest is at-will, meaning either you or the company may terminate employment at any time, with or without cause or notice, except as otherwise provided by law or written agreement. We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at applicantaccommodations@humaninterest.com. Protect yourself against fraud and identity theft. Apply to our open positions directly via our careers page on Greenhouse. Human Interest will never ask applicants for their financial or banking information as part of our application process. All legitimate communication will come from a @humaninterest.com email address. If you have questions, please reach out to us directly at careers@humaninterest.com Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors, including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies. Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines. See more: https://humaninterest.com/disclosures