• Client-facing functional lead supporting kick-off and leading functional requirements discussions. • Working with the client to capture payroll configuration information required to finalize Strada Pay workbooks. • Identify deviations from Strada Pay standards (product & processes). • Working closely with Strada’s Product team to complete the configuration of the payroll solution. • Validate payroll solution & integrations as part of the project testing cycles. • Perform data validations in the payroll system. • Coordinate defect resolution with relevant teams. • Knowledge transfer to ongoing application services for payroll solution maintenance. • Input to and updates the project plan. • Support data mapping and data validations across all systems and issue resolutions. • Support integration issues resolution. • Support UAT and parallel testing. • Support data validations across all systems and issue resolutions. • Responsible for workaround definitions and resolutions. • Support and oversee knowledge transfer to Delivery and Operational Payroll teams.

Service is our super power. As an implementation and technical support specialist you are responsible for getting our solution up and running for clients, and supporting them when issues arise. This role provides an opportunity to apply your problem-solving and technical skills, and go deep in a domain Point of Reference has helped build. Our Salesforce® native software enables Sales, Marketing, Customer Success, PR, Events, Digital, and more. If you thrive on the challenge of switching gears between project management and problem-solving, working with data and working with people, we want to talk to you. We have a great opportunity for a perpetually curious, motivated, self-starter, driven by customer satisfaction and getting things done. We’re a growing small business with big ambition. No bureaucracy, no politics, no BS. Our clients include some of the biggest tech companies in the market. Specific responsibilities include: - Leading technical implementations, working with Salesforce system administrators. - Managing the process of migrating data to our solution. - Troubleshooting and resolving client support issues. Testing and validating new and updated product functionality. Requirements: - Experience with Salesforce® CRM. Some Salesforce Administrative knowledge preferred. - 2+ years of customer service and technical support experience in B2B SaaS for enterprise. - Experience with applications like Jira, Confluence, etc. - Demonstrated exceptional analytical, troubleshooting, and problem- solving expertise. - Strong written and verbal communications skills. - Love of problem-solving. - Strong data analysis skills. - High technical aptitude. - Organized and detail-oriented. - Microsoft Office skills. Ability to clean, structure and manipulate large data sets in Excel. - Natural curiosity, a quick learner. - Adaptable and flexible. - Demonstrable sense of humor, humility, and confidence. - Home-office in the state of Colorado. Benefits include: - Medical/Dental/Optical insurance - 401K - 3 weeks of paid time off to start - Flex spending account - Work from home-office (no commuting!) - Computer/office equipment provided - Phone/Internet business cost reimbursement Reports to: Director, Technical & Professional Services Start date: Hiring now

• Engage directly with customers to discover requirements, map business processes, and prioritize high value use cases and translate them into AI agent behaviors and workflows, focused on measurable ROI. • Conduct detailed workflow analysis of existing customer processes, including call routing, agent scripts, escalation paths, and back-office handoffs, to determine optimal points for AI automation. • Establish clear success criteria prior to deployment, including containment rates, handle time reduction, resolution accuracy, and cost per interaction. • Own the end to end Agent Development Lifecycle by continuously monitoring performance through observability, metrics, and customer feedback, and iterating on agent behavior to drive ongoing improvements and business outcomes. • Design and implement multi-turn agent workflows, including prompt chains, retrieval pipelines, decision logic, fallback handling, and live-agent handoff rules. • Build integrations between AIR Pro and customer systems of record (CRMs, EHRs, ERPs, ticketing platforms, custom APIs) using secure authentication protocols. • Implement compliance and safety controls appropriate to the customer’s environment, including guardrails, PII handling, HIPAA, PCI, and other controls. • Deploy monitoring, evaluation, and testing frameworks as necessary to enable ongoing measurement and optimization of agent performance. • Serve as the senior technical resource during pre-sales engagements for strategic accounts, including live demonstrations, proof-of-concept builds, and RFP/RFQ response development. • Collaborate with the Dedicated AE, Digital Overlay team, and RingCentral Sales Engineers to qualify opportunities, scope deployment requirements, and establish delivery timelines. • Develop expansion business cases from pilot results that Sales can present to additional departments or business units within the account. • Document integration patterns, platform limitations, and recurring customer requirements encountered during deployments.

Role Description The Tekion Performance Consultant will serve as a strategic advisor to Helion clients, helping dealerships improve operational efficiency and profitability by maximizing the capabilities of the Tekion platform. This role is highly consultative and client-facing. The ideal candidate brings first-hand dealership operational experience, combined with a deep understanding of Tekion and how it supports dealership workflows across departments. Rather than focusing solely on implementation, this role focuses on performance optimization — helping dealerships align their operational processes with Tekion’s capabilities to drive measurable improvements across fixed operations, variable operations, and financial reporting. Key Responsibilities - Client Advisory & Operational Consulting - Serve as a trusted advisor to dealership leadership including Dealer Principals, General Managers, and department leaders. - Evaluate dealership workflows and identify opportunities to improve efficiency, reporting accuracy, and profitability using Tekion. - Provide consultative guidance on how dealerships can best leverage Tekion functionality to support their business objectives. - Tekion Platform Optimization - Advise clients on best practices for utilizing Tekion modules including service, parts, CRM, accounting, and sales. - Help dealerships move beyond basic system usage to fully optimized operational workflows. - Identify gaps in process alignment and recommend improvements that leverage Tekion’s capabilities. - Dealership Operations Expertise - Apply deep knowledge of dealership operations, with particular emphasis on fixed operations (service and parts). - Help dealership teams align real-world processes with system capabilities. - Provide guidance on reporting, operational visibility, and performance tracking within Tekion. - Systems & Integration Awareness - Understand how Tekion interacts with OEM integrations, third-party vendor systems, and dealership technology stacks. - Provide guidance during DMS transitions or system changes that impact dealership workflows. - Coordinate with Helion’s technical teams and client stakeholders to ensure system alignment. - Transition & Project Support - Support Helion’s project management team during dealership transitions to Tekion. - Provide subject matter expertise during onboarding and operational alignment phases of DMS migrations. - Help coordinate communication between dealership teams, DMS providers, and IT stakeholders. - Practice Development - Contribute to the growth of Helion’s Tekion consulting capabilities. - Help develop best practices, playbooks, and frameworks for Tekion optimization engagements. - Identify opportunities to expand consulting services with existing Helion clients. Qualifications - Direct experience working in automotive dealership operations (service, parts, accounting, or dealership leadership). - Strong working knowledge of the Tekion Automotive Retail Cloud (ARC) platform. - Deep understanding of dealership workflows, particularly within fixed operations. - Experience advising dealership leadership or department managers on operational improvements. - Excellent communication skills with the ability to translate system capabilities into real business outcomes. Requirements - Experience supporting or participating in a DMS transition to Tekion. - Familiarity with dealership financial reporting and operational KPIs. - Experience working with dealership system integrations and third-party vendors. - Background in dealership management, consulting, or operations leadership. Benefits - Work From Home for most positions. - Paid certification training materials & exam reimbursement. - 100% company-paid medical premiums (individual coverage) + company-funded HRA. - Dental & Vision Insurance. - Paid Time Off, Paid Holidays, and Paid Maternity/Paternity Leave. - 401(k) with company match. - Company-paid Life & Long-Term Disability insurance. - Supplemental life & short-term disability options. - …and more!