• Facilitate virtual training sessions for sales and commercial teams in both onboarding and continuous learning initiatives • Design and develop high-quality learning assets including presentations, playbooks, facilitator guides, and sales enablement materials • Translate business requirements and operational goals into practical and engaging training solutions • Partner with stakeholders across Sales, Operations, and Leadership teams to identify performance gaps and learning needs • Support sales performance improvement initiatives through coaching, reinforcement activities, and targeted learning interventions • Deliver interactive learning experiences that promote engagement, knowledge retention, and practical application • Track training effectiveness and contribute to continuous improvement initiatives aligned with operational KPIs • Participate in stakeholder meetings to understand product updates, process changes, and business priorities

Role Description The ideal candidate for the Workday Certified Senior Integrations Consultant position helps to bridge the gap between business and technical teams. You will bring your technical skills, ability to keep the business context in sight, and roll-up-your-sleeves work ethic to a team with a positive, can-do attitude, a collaborative culture, and a passion for helping our customers to be successful. People in our Integrations Services career track drive delivery and capability excellence through the design, development and/or delivery of a solution, service, capability, or offering. They grow into delivery-focused roles and can progress within their current role, laterally or upward. Key Responsibilities - Work on client engagements as a contributor; may lead small projects - Build and maintain relationships with implementation teams - Keep Engagement Managers and stakeholder teams apprised of overall project status - Mentor junior consultants and/or lead teams - Provide input on delivery estimation and resource planning to business leads where required - Lead discovery sessions with customer subject matter experts across various technical integration areas in delivering high-level design documentation - Manage competing priorities - Provide feedback internally on project/product where areas of improvement are identified - Advise customers on adoption of Workday integrations and security best practices - Ensure the client is referenceable once the client is in production - Participate in update training and other events that help share one’s integration & product skills with other consultants - Use field experience and product expertise to support our pre-sales organization in talking with prospective customers - Assist in building ongoing relationships with customers to promote Intecrowd’s continued growth and success Qualifications - Current Workday Integration Certification + at least 1 additional integration certification (Studio, CCTPP, CCB, Fin Int) Required - Hands on experience implementing Workday integrations, post production support, or technical and/or functional consulting experience - 4+ years of HCM/ERP software application experience with EDI, Web Services, SOAP, REST, XML, XSLT, Java, .Net or other integration technologies - 3+ years integrating systems with third-party service vendors - Previous consulting experience with a consulting/software company - Experience with other HR Technology tools - Experience and understanding of Human Resources data - Business, Process, and Data Analysis skills - Excellent communication and interpersonal skills - Good negotiation and facilitation skills - Ability to work proactively and independently within a project framework - Willingness to advance technically and earn additional Workday certification Preferred Qualifications - Strong interest in collaborative work with clients - Proven ability to work within a team-oriented environment - Proven ability to work creatively and analytically in a problem-solving environment - Ability to operate effectively in a dynamic, growing ecosystem with minimal supervision - Excellent communication (written and oral) and interpersonal skills - Bachelor’s Degree (or higher) with a focus in technology or relevant work experience Working Conditions - Remote work with occasional onsite customer and/or internal business travel - Shifts and/or schedules may change throughout the year/tenure as dictated by management and business needs - May be required to sit and review information on a computer screen for long periods of time - May require repetitive motions of the hands and wrist related to writing and typing at an electronic keyboard Employer’s Rights Intecrowd has the right to revise this job description at any time. This job description is not a contract for employment. This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks listed in this job description. Equal Opportunity Statement All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a Vietnam or disabled veteran. Applications for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with Intecrowd.

• Communicate investment philosophy and available investment strategies clearly and effectively. • Provide status updates on portfolio implementations proactively and timely. • Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies • Must have the ability to work both independently as well as within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail. • Lead presentations on various investment topics to Wealth Advisor teams. • Support new Portfolio Consultants with developing core competencies within investment platform. • Demonstrate a comprehensive understanding of capital markets and portfolio design & management. • Ability to effectively match Advisor implementation goals with available investment strategies. • Expertise in complex investment vehicles, models, and platform, including public and private markets. • Drafting, supporting, and auditing Envestnet proposals (and related software deliverables) for Wealth Management Teams. • Understanding of account configuration options including cash reserves, rebalancing frequency, and do-not-buy / do-not-sell restrictions • Comprehensive knowledge of short-term and long-term capital gains tax to help transition portfolios over desired time-horizons. • Strong grasp on overall process & workflow to help troubleshoot portfolio inquiries. • Collaborate with key central teams to coordinate process improvement. • Responsible for managing standardized workflows and investment processes • Manage portfolio implementations concurrently to meet or exceed Service Level Agreements • Audit implementations to ensure outcome is consistent with target portfolio objectives • Lead the training of new hires, ensuring the team is well-prepared to deliver exceptional investment management services.

• Serves as a business consultant to assigned franchise owners (franchisees), or candidates applying to become franchisees • Maintains an ongoing liaison between the company and franchisees or candidates requesting consideration to become a franchisee • Provides tools, counsel, and advises either directly or through functional experts, to franchisees in all aspects of their business and store operations • Oversees and reports on any changes to the market conditions of assigned region • Analyzes and interprets financial data to identify areas of improvement or development and assess effectiveness of operations development • Provides effective training and communications to franchisees and their staff • Guides and enables franchisees on consistently meeting or exceeding all company quality standards