• As a Trainer - Education Consultant, you will hit the ground running by stepping into a meaningfully updated delivery model that anchors training directly to active implementation milestones, from kickoff through hypercare. • You will transition away from building content in isolation to working inside active customer projects, ensuring that every training session is tailored to real-world scenarios and shifting customer priorities. • You’ll play a key role in driving measurable impact by owning a recurring cadence of customer training and developing hands-on, scenario-based programs that reflect actual customer workflows. • Your work will involve collaborating closely with Solution Delivery and Customer Success teams to identify training gaps and propose proactive solutions that drive long-term adoption. • By bringing a consulting mindset to every engagement, you’ll listen to customer needs and translate them into effective learning experiences that elevate what’s possible for our users.

• To provide high quality software implementation consultancy to Enable customers. • The consultant acts as the conduit between the customer and technical teams, providing guidance that ensures the technical capabilities of our software customisations match agreed requirements. • The jobholder will also provide requirements analysis, solution and configuration design, customisation solution design, implementation, training, integration, testing and production support to customers either on-site or remotely.

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. • The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture. • Consistently provide a high level of consultative client service while communicating and coordinating with clients and partners to address issues, provide necessary research and deliver creative solutions to your clients. • Demonstrate a detailed knowledge of retirement plans and the Ascensus business. • Coach and mentor others in all aspects of retirement plan and client relations factoring in the needs of the client and Ascensus to arrive at appropriate solutions. • Successfully monitor and follow-up on assigned items; includes determining required action for resolution of client issues, documenting and implementing solutions as appropriate. • Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle. • Establish and maintain strong working relationships with dedicated clients and financial professionals and provide updates on product and plan initiatives. • Participates in the management of vendor relationships on behalf of clients and partner. • Deliver client retention by anticipating client’s needs, recommending changes or actions, in conjunction with the Relationship manager. • Achieve individual and team goals for service levels, growth and retention for assigned book of business. • Identify and document systematically “opportunity plans” working with Relationship Manager on a strategy to mitigate risk. • Executing strategic plan to ensure retention and satisfaction of client and financial professional’s book of business. • Achieve service level goals, retention and organic growth goals established for each financial partner by assessing opportunities in assigned book of business. • Responsible for proactive communication with the client and partners regarding all components of service delivery. Solicit and share feedback with appropriate internal resources. • Manage day to day schedule for self and team according to client needs and needs of the business. • Apply industry knowledge to all facets of retirement operations and service. • Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans’ periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.). • Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients. • Educate client regarding plan features, product capabilities or Ascensus functionality and process. • Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process. • Support peers and Manager(s) by handling escalated items/calls from clients. Responsible for oversight and resolution of the escalated item. • Coach and mentor team members and provide feedback to the team manager for performance improvement purposes. • Develop and maintain strong internal relationships across departments and locations. • Act in the role as the subject matter expert on specific topics as needed. Responsible for developing materials, training and assisting others across departments in these areas. • Perform other duties and participate in or lead special projects as assigned.

Role Description Resource Innovations is seeking an Associate Market Engagement Consultant (Business) to join our growing team in Virginia. We are seeking a highly skilled and motivated Associate Market Engagement Consultant (Business) with a strong background in energy efficiency programs and community engagement to join our dynamic team. As an Associate Market Engagement Consultant (Business) you will engage and work with Weatherization Service Providers (WSPs), Contractors, and Community Organizations to promote utility sponsored energy efficiency programs. The programs are delivered in VA and NC to income qualified, elderly, and disabled customers. You will make an impact by helping WSPs and Contractors to expand the reach of these programs to eligible customers in Virginia. Key duties include: - Outreach to WSPs and Contractors - Developing relationships with key community organizations - Working with the client’s vendors - Hosting outreach events to promote programs - Working with our internal marketing department as well as the client’s marketing department to achieve program visibility This position will serve Virginia utility clients and the ideal candidate will reside in Central Virginia, Northern Virginia, or the Tidewater region. Qualifications - A Bachelor’s degree and 2+ years’ experience in an outreach role with a community organization or an organization promoting programs, highly desired - Proficiency with computers, cloud-based software applications, and Microsoft Suite products - Knowledgeable about energy efficiency programs - Excellent written and oral communication and interpersonal skills - Work well in a team environment - Ability to travel 50% to 60% of the time mostly in Virginia - Have a valid U.S. driver’s license and a personal vehicle to visit WSPs, contractors, and organizations - Must be comfortable working with the public, trade allies, contractors, local organizations, and property management companies Requirements - Work closely with WSPs and Contractors to develop strategies to increase outreach and referrals from local organizations in communities across the state (I.E. local Social Services offices, local Salvation Armies, and Veteran organizations) - Assist with bringing on additional trade allies as needed - Plan and host outreach events - Identify, track, and report outreach activities monthly by region - Provide ongoing support and collaboration to team members and key stakeholders - Monitor & track production for the IAQ Solar Program - Communicate with installers to resolve ongoing maintenance issues - Serve as Point of Contact (POC) for assigned WSPs and Independent Contractors - Other duties as assigned - Interest in sustainability and passionate about making a meaningful impact on the environment Benefits - Competitive salaries based on a candidate's skills, experience, and qualifications for the position - Compensation range for the base salary for this position is $50,000 - $75,000 - Eligibility for a discretionary annual bonus - Three weeks of paid vacation annually - Paid holidays - 401(k) retirement plan with employer match - Medical, dental, and vision coverage - Parental leave - Employee assistance program - Commuter benefits - Additional supplemental offerings