• Independently fulfill examination requests, coordinate directly with key collaborators to fulfill various external obligations, and manage examination processes end-to-end from a Compliance perspective. • Manage and coordinate corrective actions resulting from Supervisory activities, including management reporting of progress. • Assist with maintaining a central repository for examination and reporting obligations for multiple exam engagements, including workpapers, worksheets, exam responses, regulatory guidance, etc. • Partner with the Compliance Senior Manager in drafting reports, memos or presentations that clearly articulate the results/conclusions of compliance review activities or risk escalations and communicate to key stakeholders across the company. • Possess and maintain a solid knowledge of consumer compliance laws, regulations and best practices and recognize how they relate to Affirm's business model. • Articulate key Compliance risks at Affirm and the controls Affirm employs to mitigate those risks. • Perform due diligence reviews to ensure the quality and completeness of documentation prior to submission to regulators.

• Independently fulfill examination requests, coordinate directly with key collaborators to fulfill various external obligations, and manage examination processes end-to-end from a Compliance perspective. • Manage and coordinate corrective actions resulting from Supervisory activities, including management reporting of progress. • Assist with maintaining a central repository for examination and reporting obligations for multiple exam engagements, including workpapers, worksheets, exam responses, regulatory guidance, etc. • Partner with the Compliance Senior Manager in drafting reports, memos or presentations that clearly articulate the results/conclusions of compliance review activities or risk escalations and communicate to key stakeholders across the company. • Possess and maintain a solid knowledge of consumer compliance laws, regulations and best practices and recognize how they relate to Affirm's business model. • Articulate key Compliance risks at Affirm and the controls Affirm employs to mitigate those risks. • Perform due diligence reviews to ensure the quality and completeness of documentation prior to submission to regulators.

Role Description Deliver the work that keeps clients compliant—and confident. At Decisely, Compliance Services is a client-facing, high-impact function that helps businesses navigate the complexity of employee benefits and ACA compliance with accuracy, clarity, and confidence. We’re looking for a detail-oriented, execution-driven Compliance Consultant who understands employee benefits and ACA reporting—and takes pride in getting the work done right, on time, every time. This is a hands-on, delivery-focused position where your work directly impacts client outcomes. What You’ll Do - Execute Employee Benefits & ACA Compliance Work - Support delivery of key compliance services, including: - ACA tracking and 1094/1095 reporting - Form 5500 and ERISA-related documentation - PCORI filings and benefits compliance activities - Ensure all work meets regulatory and internal standards - Own Your Work & Deliverables - Manage assigned compliance tasks from start to finish - Ensure work is completed accurately, completely, and on time - Maintain strong documentation and audit-ready records - Validate Data & Ensure Accuracy - Review and validate benefits and compliance-related data - Identify discrepancies and correct issues proactively - Minimize errors and rework through attention to detail - Support Implementation & Client Delivery - Assist with onboarding and implementation activities - Support ongoing service delivery across client accounts - Provide updates and visibility into your work - Identify & Escalate Issues - Recognize risks, delays, or inconsistencies early - Escalate issues appropriately and support resolution - Contribute to continuous improvement of workflows and processes What Success Looks Like - Work is delivered accurately and on time (95%+ SLA) - Errors and rework are minimized - Documentation is complete and consistent - The team can rely on your execution and follow-through - Clients receive high-quality, dependable compliance support Qualifications - 3–6+ years of experience in: - Employee benefits administration - ACA compliance / reporting - OR related compliance/operations roles in insurance, TPA, broker, or insurtech - Experience working with: - ACA (1094/1095) - Benefits data, eligibility, or compliance reporting - Strong attention to detail and ability to manage high-volume, deadline-driven work - Ability to: - Identify issues and take ownership of resolution - Follow structured processes and documentation standards - Strong communication and follow-through Benefits - Remote - Competitive compensation aligned to market - Benefits eligible - Life & Health license preferred (or willingness to obtain) Final Thought If you’re someone who understands employee benefits compliance, values accuracy and accountability, and wants to be part of a high-performing team, this is an opportunity to do meaningful, high-impact work every day.

Role Description Own the execution that turns sold business into revenue. At Decisely, Compliance Services is a growing, revenue-generating business line—and we’re looking for a leader who can ensure that revenue is not just sold, but successfully implemented, activated, and retained. This is not a sales role; this is a revenue accountability role through execution. You will partner directly with the Chief Growth Officer to ensure that Compliance Services achieves its revenue and retention targets by driving implementation success, operational coordination, and client outcomes. WHY THIS ROLE MATTERS: - 90% of Compliance Services revenue is realized through: - successful implementation - effective launch execution - strong service delivery - retention and continuity This role sits at the center of that. You are the leader who ensures: - what is sold becomes real, retained revenue - execution gaps don’t become revenue losses - teams are aligned and delivering WHAT YOU’LL OWN: - Revenue Execution & ARR Realization - Drive execution that supports $1M+ New ARR realization - Ensure sold business is implemented, activated, and retained - Partner with the CGO on pipeline readiness and execution alignment - Implementation & Launch Leadership - Own implementation planning, launch readiness, and milestone tracking - Ensure timelines, ownership, and deliverables are clearly defined and met - Prevent “failure to launch” through disciplined execution - Retention & Client Outcomes - Drive execution that supports 95% retention targets - Identify and mitigate risks that could impact client experience or renewals - Ensure service delivery supports long-term client success - Cross-Functional Leadership - Align Growth, Compliance, Product, Operations, and Client teams - Remove blockers and drive accountability across functions - Ensure everyone is executing against shared revenue priorities - Operational Discipline & Visibility - Build dashboards, scorecards, and execution cadences - Track progress against commitments and escalate risks early - Create clarity, accountability, and follow-through across the function - Team Leadership & Execution Alignment - Support manager-level leadership and ensure team output aligns to priorities - Reinforce execution discipline and consistency - Ensure the team is delivering against business-critical outcomes WHAT SUCCESS LOOKS LIKE: - New ARR is successfully implemented and realized - Retention remains strong due to consistent execution - Launches happen on time and without failure - Teams are aligned and executing with clarity - Risks are identified early and resolved quickly - The function operates with discipline, visibility, and accountability Qualifications - 5–10+ years of experience in: - program management, implementation, client success, or operations leadership - preferably within benefits, insurance, or insurtech environments - Experience driving outcomes in: - client-facing, service-driven environments - cross-functional execution models - Strong ability to: - manage complex implementations - coordinate across multiple teams - drive accountability without direct authority - Experience supporting: - revenue, retention, or client outcome metrics - Highly organized, execution-focused, and detail-oriented - Strong communicator with ability to: - align stakeholders - manage escalations - drive clarity in complex situations Benefits - Remote - Competitive compensation aligned to market - Performance-based incentives tied to outcomes - Benefits eligible Final Thought If you’re someone who: - ensures nothing falls through the cracks - thrives in complex, fast-moving environments - takes pride in turning plans into results This is your opportunity to own execution where it matters most—revenue.