Client Solutions Coordinator Location: India - Remote/Work-From-Home SweetRush has an exciting opportunity for a talented professional to join our Client Solutions team! Who We Are At SweetRush, we believe that when you put people at the center of business, magic happens. As a global leader in learning and development, we blend high-end storytelling, emerging tech like AI and VR, and deep psychological insights to help organizations—from iconic global brands to essential nonprofits—flourish. We are a remote-first, tight-knit community built on a foundation of radical empathy and creative excellence. Our work isn’t just about the awards we win with incredible partners such as Hilton, Google, Bridgestone, Adidas, SHRM, and numerous others; it’s about balancing profit with a genuine desire to spread good in the world. If you are a caring innovator who believes work should be life-centered and impactful, then this is where you come in… About the Opportunity The Client Solutions Coordinator acts as the "Air Traffic Controller" for SweetRush’s proposal ecosystem. This role is responsible for the end-to-end management of the RFP/RFI lifecycle, ensuring that every submission is on-time and of the highest quality. You will be the central hub connecting Sales Executives, Solution Design, Legal, and Operations, preventing bottlenecks and maintaining our "Source of Truth" library. This is a high-impact role designed to eliminate friction in the proposal process and ensure our subject matter experts can focus 100% on winning the work. Location: India, Remote Contract Type: Full-Time Employment Start Date: ASAP SweetRush is a remote organization, and as such, all resources must be technically savvy, have access to a strong internet signal, be comfortable with virtual/instant messaging and conferencing tools, and generally be available during established working hours. Your Impact and Responsibilities: Proposal Management (The "Air Traffic Controller") - Timeline Ownership: Manage the proposal calendar, ensuring no deadline is ever missed, and every stakeholder is aware of their milestones. - Task Assignment: Schedule and manage reviews, assign specific sections to stakeholders, and proactively encourage contributors to ensure timely completion. - Proposal Integrity: Take ownership of integrating company-specific information—including legal, accounting, and policy documentation—into proposals to ensure all administrative requirements are met with precision. - Quality Assurance: Manage the final assembly of RFx documents, ensuring they meet all technical requirements before submission. Perform rigorous final checks on all submissions to ensure 100% hyperlink functionality, consistent formatting, and adherence to client-specific submission guidelines. Procurement & System Management - Portal Management: Serve as the primary administrator for client procurement systems and vendor portals, managing logins, credentialing, and document uploads. - Compliance Oversight: Ensure that all mandatory company data, certifications, and compliance forms are current and accurately reflected within various procurement platforms. Knowledge Management & "Source of Truth" - Library Maintenance: Lead regular "housecleaning" cycles to archive outdated assets and refresh the central library of proposal content. - Boilerplate Ownership: Coordinate with Legal, Accounting, and Operations to keep company policy documentation, financial info, and legal riders current and accessible. - Asset Refresh: Ensure that the most successful answers are captured and re-integrated. Design & Brand Liaison - Creative Coordination: Act as the primary bridge to the Design team, ensuring the SDR and Sales Executives have what they need for successful proposal completion. - Standardization: Ensure all outgoing proposals and presentation decks align with SweetRush’s professional standards. Operational Synergy - Resource Coordination: Support handoff of requests to resourcing partners and coordinators to secure the right talent for every pitch. - Process Integrity: Identify gaps in the proposal process and partner with Operations to implement scalable solutions for the Client Solutions team. What You Bring - Required Skills - College degree preferred - Minimum of 5 years of experience in a business setting - Strong writing skills and ability to communicate the SweetRush brand in a written tone - Highly organized and able to keep track of multiple projects and tasks simultaneously - Expert level with Microsoft Word, Excel, and PowerPoint - Experience using Google Suite: Docs, Sheets, and Slides - Positive and collaborative attitude - Proven ability to work on a highly collaborative team - Warmth and ability to quickly establish trust and rapport with internal team members and client contacts - A strong desire to create order and organization Bonus Skills - Background in sales, Learning & Development, and/or adult education - Experience in submitting written proposals - Copy editing experience - Project Management experience SweetRush Is an Equal Opportunity Employer We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, or belief; national, social, or ethnic origin; sex (including pregnancy); age; physical, mental, or sensory disability; HIV status; sexual orientation, gender identity, and/or expression; marital, civil union, or domestic partnership status; past or present military service; family medical history or genetic information; family or parental status; or any other status protected by the laws or regulations in the locations where we operate. SweetRush will not tolerate discrimination or harassment based on any of these characteristics. We encourage applicants of all ages. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Call to Action: Submit Your Resume! Team chemistry is everything to us, so our ultimate goal is to find the right fit. If the above describes your interests and experience, and you believe this will be a dream job, please submit your resume. We are excited to hear from you! Please note: We're all about remote work and have collaborators based all around the world; however, SweetRush is a US-based company, and English is our primary language. If you'd like to be considered for this opportunity, please submit your resume in English. SweetRush believes in transparency and fairness. And for that reason, all of our active searches are available on the SweetRush “Join Us” page at https://www.sweetrush.com/join-us/. You can also find our openings posted on our LinkedIn company page under the “Jobs” tab at https://www.linkedin.com/company/sweetrush/jobs/. Unfortunately, cybercriminals take advantage of good people. Please know that SweetRush would never ask for your personal information, such as SSN, banking information, credit cards, etc., during the application or interview process. Always be mindful to protect your personal and financial information, and use careful judgment when providing information to talent acquisition professionals.

Join the Practice Efficiency Solutions team and play an important role in helping advisor practices increase practice value and improve the client experience. We do this by streamlining practice operations, enhancing relationship management, and scaling best practices. The Implementation Specialist brings subject matter expertise and operational excellence to Practice Efficiency Solutions initiatives and day-to-day operations. This role partners across teams to solve complex needs, strengthen adoption of key initiatives and processes, and improve transparency and accountability through metrics and reporting. Success in this role requires strong attention to detail, comfort with multi-tasking and tactical execution, and the ability to create simple, actionable deliverables that drive measurable results. We are open to this being a remote position. DUTIES & RESPONSIBILITIES: - Operational Excellence: Lead and support core operations that improve practice-level consistency, capacity, and efficiency through scalable processes and disciplined execution. Examples include: - - Maximize Salesforce B2E adoption and increase its value by building, maintaining, and troubleshooting reports and dashboards that support field engagement and outcomes. - Scale standardized workflows and operating models (e.g., advisor service model components) to increase consistency and field impact. - Improve visibility, transparency, and accountability by maintaining monthly/quarterly reporting and partnering with appropriate reporting and analytics teams. - Maintain standards and controls by administering key business processes (e.g., SEC Marketing Referral Review, process updates, tech fee administration) with accuracy and timeliness. - Serve as a subject matter expert to internal product and platform teams, influencing capability enhancements that remove friction and improve operational effectiveness. - Strategic Implementation: Identify and partner with key stakeholders to accelerate execution of key initiatives; collect inputs, analyze needs, and draft proposals, recommendations, and outcomes. Leverage a strong working understanding of end-to-end practice operations to recognize opportunities with broader enterprise impact. Examples include: - - Create and refine documents, job aids, and resources that influence leader support, drive advisor adoption, and advance strategic objectives. - Synthesize key business insights and outcomes for stakeholders to accelerate decision-making and development. - Support project management across Practice Efficiency Solutions (e.g., agenda development, meeting facilitation, tracking milestones, risks, dependencies, and communications) using platforms such as EOS and SharePoint. - Collaborate cross-functionally with partners (e.g., Legal, Compliance, DDT/DAX, Distribution COE, HR) to advance initiatives and ensure readiness for rollout and sustainment. QUALIFICATIONS & SKILLS: - College degree or equivalent experience required. - Five plus years working in financial services; familiarity and experience with advisors and practice operations strongly preferred. - Proven ability to execute with strong attention to detail in a fast-paced, multi-workstream environment. - Strong project management skills, including planning, tracking, and stakeholder communications. - Salesforce knowledge preferred (reporting, dashboards, data hygiene, and adoption support). - Ability to influence without direct authority and build alignment across diverse stakeholders. - Ability to recognize obstacles to execution and identify pragmatic alternatives. - Strong Microsoft skills including PowerPoint, Excel, Copilot, and SharePoint. - Comfortable working in both highly structured and loosely defined, entrepreneurial environments. - Effective communication and interpersonal skills with emphasis on customer service, conflict management, and teamwork. - Credibility and demonstrated ability to collaborate and solve problems. - Demonstrated expertise in several of the following functional areas: practice management, workflow/process design, operational alignment, financial advice/insurance and investment products, teaming, and marketing. Pay Transparency Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $85,613.00 - $115,830.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

• Partner with the sales team to provide technical leadership to our customers and prospective customers in conjunction with helping our team meet their quarterly sales targets. • Provide presentations to our customers and prospective customers such as whiteboards, product demonstrations, slides, and proof of value outcomes. • Help our customers and prospective customers plan in-depth test plans for showing the value of the Wiz platform in their environment (proof of value). • Invest time in learning new product features, industry related developments, and broadening your overall technical skillset. • Represent Wiz in technical forums such as trade shows, technical meet-ups, and industry events.

• Partner with the sales team to provide technical expertise in the sales process and beyond, helping uncover and prove out use cases to showcase the value of the Omni platform. • Build and present Proofs of Concept in the Omni Platform as part of the evaluation process, while enabling prospective customers on how to successfully use Omni on their data. • Smoothly transition trials into successful customers, by partnering with post-sales teams, and engaging with our partners to plan for ongoing support where needed. • Collaborate extensively with Product, Design, and Engineering to provide user feedback and guide product direction.