• Own end-to-end Business Central system configuration across all active modules: Finance, Supply Chain, Manufacturing, Service Management, and Project Accounting • Manage user accounts, permission sets, and security role assignments; maintain least-privilege access discipline; conduct quarterly access audits • Administer company setup, posting groups, dimension codes, number series, fiscal period configuration, and multi-currency settings for 23+ country operations • Manage the BC administration center: environment management, sandbox provisioning, telemetry monitoring, and support ticket escalation • Own the bi-annual Microsoft release wave cycle — evaluate release notes, configure and test in sandbox, coordinate UAT with module owners, and deploy to production with documented change control • Design, build, and maintain BC native approval workflows across purchase orders, sales orders, journal entries, production orders, and service management • Build and maintain Power Automate cloud flows connecting Business Central to Salesforce (CRM/CPQ/Field Service), Microsoft 365, and other business applications • Translate business process requirements from Finance, Supply Chain, and Operations into automated workflow rules with appropriate approval routing, exception handling, and audit trails • Govern the Power Platform environment: manage DLP policies, connector permissions, flow ownership, and environment strategy • Design and maintain automated alerts, notifications, and scheduled jobs (job queue entries) for period-end processes, inventory thresholds, and compliance triggers • Own the iPaaS integration layer (Celigo or Rapidi) connecting Salesforce CRM/CPQ/Field Service to Business Central — monitor sync health, manage error queues, resolve failures, and coordinate with the Salesforce admin on cross-system issues • Administer the tax engine integration (Avalara or Vertex): manage nexus configuration, product taxability codes, exemption certificates, and coordinate with Finance for audit readiness • Manage ISV application administration: revenue recognition module (ASC 606 deferral schedule configuration), subscription/recurring billing engine, and any additional certified AppSource extensions • Maintain API credentials, OAuth connections, and service accounts for all BC integrations; enforce rotation schedules and access documentation • Serve as primary technical contact with implementation partner, ISV vendors, and Microsoft support

Role Description As a Retirement Plan Administration Consultant, you’ll be a key contact for clients navigating the complex world of 401(k) and other qualified retirement plans. You will manage a full portfolio of client relationships, serve as a trusted advisor, and ensure compliance, accuracy, and exceptional service every step of the way. - Managing a portfolio of 401(k) client relationships as the primary point of contact - Performing annual compliance testing (coverage, nondiscrimination, top-heavy, etc.) - Calculating employer contributions and reconciling trust accounts - Preparing and filing annual government forms and participant statements - Completing or reviewing plan transactions such as loans, distributions, RMDs, and QDROs - Interpreting plan document provisions and recommending improvements - Collaborating with clients, advisors, auditors, and other service providers - Staying current on retirement plan regulations through continuing education and research - Participating in internal process improvement initiatives and team projects Qualifications - 2+ years of direct 401(k) plan administration experience, including compliance testing - Bachelor’s degree preferred (ideally in Accounting, Finance, Math, Economics, or Statistics) - Strong analytical and organizational skills, with an aptitude for math and accounting - Advanced Excel proficiency and working knowledge of Microsoft Word - Excellent communication, time management, and client service skills - Ability to manage multiple priorities independently and meet deadlines - Enthusiasm for professional development and continuous learning - Currently pursuing or holding QKA, QPA, AKS, or APA certification is highly desirable - Must be able to provide and maintain a distraction-free work environment, a professional workspace, and reliable high-speed internet connection. Benefits - Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN) - Competitive salary & comprehensive benefits (medical, dental, vision, life, disability) - 401(k) with company match + HSA with company contribution - Generous PTO for parental leave, vacation, and holiday time - Support for certifications, association dues, and professional development - A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities Company Description At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We’re proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people. Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy. - Precision – Accurate records, timely and error-free service - Efficacy – Ensuring compliance and guiding clients toward retirement readiness - Advocacy – Supporting regulatory changes that benefit employers and employees - Collaboration – Trusted partners to clients, advisors, and teammates - Excellence – Proactive, personalized, high-touch service in all we do

• Field based position responsible for increased levels of revenue attainment and resolution of cases involving continuing provision of ZOLL products/services with physicians, other healthcare professionals and support staff. • Visit ZOLL customers and accounts in the field to ensure continuity of provision of ZOLL’s medical devices for clinically appropriate cases. • Determine independently and work collaboratively with office staff/healthcare provider to bring patient’s case to the staff’s attention as appropriate, including following: Prioritize competing objectives (patient’s plan of care, any potential transition of care, reorder documentation and possible end of use) based on independent clinical acumen and knowledge of ZOLL’s medical devices to determine the best path forward for patient’s care and advise providers or their staff accordingly. • Utilize individualized analysis and the Plan of Care, proactively, to make provider’s or their staff aware of patient’s next level of care and how ZOLL’s medical devices may play a role. • Collaborate with ZOLL TM/RM to ensure that a patient within a geography is receiving the appropriate level of service with regard to ZOLL’s medical devices with minimal disruption. • Manage the follow-up process by working with other departments, such as National Accounts, as they work closely with payers to drive efficiencies within the payer’s environment. • Maintain working knowledge of potential clinical and other value propositions based on ZOLL products and services. • Ensure timely processing of required documentation to prevent delays in the appropriate provision of services and products and reduce risk to recurring revenue streams. • Develop and maintain full working knowledge of a significant volume of specific and highly varied payor requirements and ensure compliance with such requirements in order to increase realization of reimbursement payments to the company. • Provide ongoing education and training to hospital and office staff on medical device order requirements and workflows to achieve operational efficiencies. • Responsible for improved claims billing yield within a defined geography consisting of assigned accounts, including eligibility for potential bonus incentive opportunities based on same. • Assist with departmental projects and special tasks when assigned (e.g., Pilot Teams). • Achieve and maintains acceptable performance metrics. • Comply with Standard Operating Procedures, and maintain working knowledge of applicable healthcare related regulations, particularly HIPAA. • Participate in any and all reasonable work activities as assigned and deemed appropriate by management. Additional duties as assigned by management.

• Support the preparation of proposals, including reviewing solicitations, participating in proposal meetings and submitting proposals • Administer all phases of contract management, including initiation, performance tracking, processing modifications and close-out. • Ensure compliance with relevant regulations and internal policies • Set up and maintain Projects and Contracts in Costpoint • Coordinate issues for program managers and interact with clients to resolve outstanding matters. • Stay updated on evolving government regulations and their impact on agreements and business practices. • Perform special assignments as requested by management.