• 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

Role Description The Healthcare Analytics Advisor is a client-facing role responsible for turning healthcare data into clear, actionable insights for providers, clients, and internal teams. This position supports client conversations, presentations, and sales efforts by delivering accurate, easy-to-understand analysis that drives decision-making. This role requires a strong quality assurance mindset and the ability to work independently. Candidates must be comfortable taking a broad task, identifying key questions, determining the appropriate approach, and delivering accurate, client-ready outputs with minimal guidance. This role is ideal for an analytical professional who enjoys working with data, communicating findings, and supporting business outcomes, without a heavy focus on coding or technical development. Duties - Analyze healthcare data and reporting outputs to identify trends, insights, risks, and opportunities for improvement. - Translate analytical findings into clear, compelling narratives that can be shared with providers, clients, sales teams, and other stakeholders. - Participate in client and provider-facing calls, including presenting results and responding to questions in a clear and professional manner. - Support sales and client success efforts by preparing data-backed insights, reports, and presentation materials. - Develop and maintain client-ready reports, dashboards, PowerPoint presentations, and other analytical deliverables. - Review reports and presentations for accuracy, consistency, and quality before distribution. - Apply a strong quality assurance mindset to ensure data outputs, summaries, and presentations are accurate and aligned with business needs. - Collaborate with internal teams to support broader analytics, client success, and business initiatives. - Ensure compliance with HIPAA regulations and maintain data security best practices. - Demonstrate commitment to the company's core values and ensure high standards of quality and service. - Please note due to the exposure of PHI sensitive data, this role is considered to be a High Risk Role. Qualifications - Minimum Bachelor’s degree in Statistics, Mathematics, Data Science, Analytics, Public Health, Business, Healthcare Administration, or a related field; or equivalent experience. - Minimum 2 years of experience in analytics, healthcare analytics, consulting, client success, or a related field. - Strong analytical skills with the ability to interpret data and communicate insights to non-technical audiences. - Excellent verbal and written communication skills, including presentation experience. - Experience creating reports and presentations (PowerPoint proficiency required). - Demonstrated ability to work independently, take ownership of tasks, and deliver high-quality outputs with minimal guidance. - Ability to identify key questions, structure ambiguous problems, and execute solutions effectively. - Strong attention to detail and commitment to accuracy, with a quality assurance mindset. - Ability to manage multiple priorities in a fast-paced, client-facing environment. - Ability to navigate reporting tools and generate reports. - Basic familiarity with SQL, Python, or similar tools preferred, but not required. - Preferred familiarity with healthcare data and billing practices, including CPT and HCPCS codes. - May require occasional travel. Requirements - Salary range for this position is $70,000 - $75,000. Specific offers take into account a candidate’s education, experience and skills, as well as the candidate’s work location and internal equity. - This position is also eligible for health insurance, 401k and bonus opportunity. Benefits - Medical, dental and vision coverage with low deductible & copay. - Life insurance. - Short and long-term disability. - Paid Parental Leave. - 401(k) + match. - Employee Stock Purchase Plan. - Generous Paid Time Off – accrued based on years of service. - 10 paid company holidays. - Tuition reimbursement. - Flexible Spending Account. - Employee Assistance Program. - Sick time benefits – for eligible employees, one hour of sick time for every 30 hours worked, up to a maximum accrual of 40 hours per calendar year, unless the laws of the state in which the employee is located provide for more generous sick time benefits. EEO Statement Claritev is an Equal Opportunity Employer and complies with all applicable laws and regulations. Qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability or protected veteran status. Application Deadline We will generally accept applications for at least 5 calendar days from the posting date or as long as the job remains posted.