Role Description This is a remote position. Our client is a highly successful mortgage professional based in Edmonton, Alberta, who has built an exceptional reputation through referrals, relationships, outstanding client service, and a genuine passion for helping people achieve their home ownership goals. As the business continues to experience significant growth, they are seeking a Mortgage Fulfillment & Client Success Coordinator to become their right-hand person and play a critical role in supporting both the client experience and day-to-day operations of the business. This is not a traditional mortgage administration position. This role combines mortgage fulfillment, underwriting support, operations coordination, process improvement, client communication, and business administration. The successful candidate will help create structure, build systems, improve workflows, and ensure every client receives an exceptional experience from application through funding and beyond. This opportunity is ideal for someone who enjoys the mortgage industry but prefers operations, organization, systems, and client service over networking, sales, and business development. This is a fully remote position. While we welcome applications from across Canada, preference will be given to candidates located in Alberta due to the highly collaborative nature of the role. Candidates outside Alberta must be comfortable working primarily within Mountain Time business hours. Key Responsibilities - Mortgage Fulfillment & Client Service - Manage mortgage files from conditional approval through funding - Communicate with clients regarding outstanding documentation and conditions - Liaise with lenders, lawyers, appraisers, insurers, and realtors - Upload documents to lender portals and maintain accurate file records - Prepare approval packages and client communications - Coordinate signing appointments and closing requirements - Monitor files to ensure deadlines and conditions are met - Audit completed files for accuracy and compliance - Operations & Administration - Open and organize new client files - Build applications and maintain information within mortgage systems - Sort, save, and manage client documentation - Maintain CRM records and client databases - Track leads follow-up activities and renewal opportunities - Prepare reports and spreadsheets tracking business activity - Assist with year-end administrative and financial preparation - Monitor expenses, revenue tracking, and business reporting - Ensure payroll and contractor payments are accurate - Client Retention & Relationship Management - Maintain ongoing communication with pre-approval clients - Coordinate birthday, anniversary, and milestone communications - Send thank-you cards and client appreciation items - Coordinate referral partner gifts and acknowledgements - Support client review and testimonial initiatives - Manage post-closing follow-up communications - Systems & Process Improvement - Help develop and implement SOPs, workflows, and operational processes - Improve efficiency across the business - Assist with technology implementation and system optimization - Create documentation and training resources - Identify opportunities for automation and process improvements - Marketing & Database Support - Maintain client and referral databases - Support lead follow-up initiatives - Mine renewal opportunities within the database - Repost and manage selected social media content - Assist with presentation materials and marketing support as required Qualifications - Minimum 2 years of mortgage industry experience - Experience in mortgage underwriting, fulfillment, administration, or brokerage operations - Exceptional written and verbal communication skills - Strong organizational and time-management abilities - High attention to detail and accuracy - Ability to manage multiple files and priorities simultaneously - Advanced computer proficiency and comfort learning new systems - Strong Microsoft Excel skills - Ability to work independently with minimal supervision - Professional, client-focused communication style Requirements - Licensed Mortgage Associate/Broker (or willingness to obtain Alberta licensing if required) - Experience using Expert - Experience with CRM systems - Experience working within a mortgage brokerage environment - Previous fulfillment or operations experience - Alberta-based candidates (preferred but not required) Benefits - Compensation includes a base salary, funded-deal incentives, and bonus opportunities - Total earnings will vary based on business volume and performance, projected to be in the $60,000–$75,000+ range - Full-time position (Monday to Friday) - Remote work flexibility - All equipment, software, training, and licensing support provided - Long-term growth opportunity within a growing business - Total compensation is expected to exceed the base salary significantly through performance-based earnings

Make an impact with NTT DATA Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive. Your day at NTT DATA As a Cloud Client Partner at NTT DATA, your role will focus on identifying, developing, and closing managed service and outsourcing deals. You'll be our clients' trusted advisor, leveraging consulting-led sales skills to engage and secure opportunities with decision-makers. Working directly with clients from various industries, you'll play a crucial part in understanding their unique needs and promoting our cloud managed services solutions. You'll build and nurture strong relationships with client leaders, ensuring a deep understanding of their business and the industry they operate in. Your day will involve generating demand, addressing client objections, and constructing managed services deals that meet both client and organizational needs. Importantly, you'll help translate complex requirements into actionable, win-win solutions. Collaboration is key in this role. You'll partner with internal sales teams, delivery experts, and external vendors to drive deals from conception to closure. By participating in regional sales governance processes and deal clinics, you'll ensure that we're consistently aligning on business outcomes and maximizing opportunities for our clients. You'll also drive the sales process by managing a pipeline of opportunities, developing client-centric strategies, and supporting the negotiation and contracting process. Ensuring DATA accuracy and providing insightful, DATA-driven reports will be essential in tracking progress and performance. This role offers a unique opportunity to partner with some of the world's leading organizations, guiding them through their transformation journeys with our cutting-edge cloud solutions. Your expertise will help clients transition to new business models and achieve long-term success. Key Responsibilities: - Generates demand and selling Cloud Managed Services solutions - - Generates demand by assisting clients to identify and qualify current needs and effectively articulate how the company can add value through its Cloud services and solutions offering. - Addresses the objections that a client may pose in moving to a Cloud managed services solution. - Appropriately allocates sales time between assigned clients and new prospect opportunities; yet ensure focus remains on the top clients/prospects and balance opportunity size with likely outcomes. Sales partnership - - The success of the services agenda and successful sales will rely on successful partnership with others; this will include regional leads and services teams to work on the best outcome for the client. - Engages and coordinates with partners and/ or vendors to drive select deals through vendor-based opportunities. - Engages with the broader organization such as the Offer Management, Commercial Architecture and delivery teams to promote and support high-value services opportunities. - Participates in regional sales governance processes and deal Clinics to profile opportunities. - Managed Services industry trusted advisor - - Builds deep and long-term relationships with client leaders in a Managed Services opportunity and executes a competitive win strategy through understanding the client’s business requirements and competitive landscape. - Maintains a high level of relevant service knowledge to have meaningful conversations with clients; including the industry that the client operates in. - Contributes to the knowledge base of the company's services solutions within a services practice by sharing best practices with internal teams as well as client teams; ensuring that internal teams are aware of typical client challenges. Deal construct – - Helps build and support commercial solutions for Managed Services solutions and design deals that meet client’s needs and ensure win/win solutions for both client and the organization. - Constructs the managed services deal including the commercial modelling, negotiate contractual terms, mitigate legal risk and obstacles, and move the proposal to close to meet assigned quota. Drives the sales process - - Manages a pipeline of opportunities and creates and documents a shared strategy to meet sales target such as net new customer pursuit plans to land new logos, activities to achieve client satisfaction, minimize churn, cross-sell, upsell, revenue, and margin goals. - Collaboratively works with extended sales teams and commercial architects to successfully position the service and see the opportunity through to closure. - Partners with internal teams to ensure scope of work and proposals are tracked, managed and delivered on time. - Develops and implements an opportunity plan, to provide regular check-ins with the primary point of contact and have an established process for getting buy-in from all stakeholders. - Ensures DATA is accurate based on sales reporting standards to provide DATA-driven insights. - Supports the negotiation of deals with clients and leads the internal account management team to enable conclusion of services deals. - Contributes to the knowledge base of the company's solutions and services by sharing best practices, industry and technology trends with internal stakeholders and clients. - Participates in regional reporting cadence as it relates to regional performance and major deal reviews. Knowledge and Attributes: - Good knowledge of cloud infrastructure principles and products. - Good understanding of and the ability to position organization's services offerings that may span multiple technology domains across Cloud Infrastructure Managed Services, Support Services, Consulting Services and Technical Services. - Good understanding of platform delivered services and how to articulate the value of standardized, centralized and optimized services. - Conversant with a business outcome led approach to sales. - Proficiency in working with major cloud platforms such as Amazon Web Services (AWS), Microsoft Azure, Google Cloud Platform (GCP), and others. - Good understanding of broader IT infrastructure components, such as servers, storage, virtualization, and DATA centers. - Understanding how networking works in a cloud environment to enable the design of effective solutions. - Good understanding of financial statements and metrics, including revenue, expense control, and growth relative to market in order to hold strategic client conversations. - Have the legal knowledge to discuss contracting with the client and understand how to position terms as a value exchange. - Client-centricity coupled with problem solving. - Familiarity with cloud security best practices, identity and access management (IAM), encryption, DATA protection, compliance standards, and security monitoring within cloud environments. - Understanding of hybrid cloud architectures and strategies. - A comprehensive understanding of cloud infrastructure technologies and an awareness of IoT concepts and how they impact cloud infrastructure design. - Good business acumen and negotiation skills to craft solutions that are beneficial to the company and the client. - Ability to proactively and independently identify and qualify opportunities, an entrepreneurial mindset if key. - Natural team player – ability to coordinate and liaise with delivery teams across multiple business areas. - Quick learner to understand any new solutions that are ready to take to market. Academic Qualifications and Certifications: - Bachelor's degree or equivalent in a Technical or Sales field or related. - Certifications such as Scotworks and Solution selling is desired. - Solution Selling/SPIN certifications is desired. - Desired technology certifications include (any one or more) - Azure (AZ900 – Azure Fundamentals), AWS (AWS Cloud Practitioner), VMWare (VTSP or VTSP for AWS/Azure), ITIL (Version 3 or later). Required experience: - Demonstrated impressive track record of managed services solutions to large enterprise accounts. These typically involve selling complex solutions and services to the C-suite in large enterprise accounts. - Proof of structuring large, multi-year profitable contracts. - Seasoned ability of building strong relationships with clients across all levels. - Seasoned experience of networking with senior internal and external people in the specialist area of expertise. - Experience in managing the entire sales process, contracting process and legal implications of a deal. - Seasoned sales, client engagement and business development experience with requisite understanding of relevant markets and market penetration strategies. Workplace type: Hybrid WorkingAbout NTT DATA NTT DATA is a $30+ billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world’s leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services. Our consulting and industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 50 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is part of NTT Group, which invests over $3 billion each year in R&D. Equal Opportunity Employer NTT DATA is proud to be an Equal Opportunity Employer with a global culture that embraces diversity. We are committed to providing an environment free of unfair discrimination and harassment. We do not discriminate based on age, race, colour, gender, sexual orientation, religion, nationality, disability, pregnancy, marital status, veteran status, or any other protected category. Join our growing global team and accelerate your career with us. Apply today. Third parties fraudulently posing as NTT DATA recruiters NTT DATA recruiters will never ask job seekers or candidates for payment or banking information during the recruitment process, for any reason. Please remain vigilant of third parties who may attempt to impersonate NTT DATA recruiters—whether in writing or by phone—in order to deceptively obtain personal data or money from you. All email communications from an NTT DATA recruiter will come from an @nttdata.com email address. If you suspect any fraudulent activity, please contact us.

Make an impact with NTT DATA Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive. Your day at NTT DATA As a Cloud Client Partner at NTT DATA, your role will focus on identifying, developing, and closing managed service and outsourcing deals. You'll be our clients' trusted advisor, leveraging consulting-led sales skills to engage and secure opportunities with decision-makers. Working directly with clients from various industries, you'll play a crucial part in understanding their unique needs and promoting our cloud managed services solutions. You'll build and nurture strong relationships with client leaders, ensuring a deep understanding of their business and the industry they operate in. Your day will involve generating demand, addressing client objections, and constructing managed services deals that meet both client and organizational needs. Importantly, you'll help translate complex requirements into actionable, win-win solutions. Collaboration is key in this role. You'll partner with internal sales teams, delivery experts, and external vendors to drive deals from conception to closure. By participating in regional sales governance processes and deal clinics, you'll ensure that we're consistently aligning on business outcomes and maximizing opportunities for our clients. You'll also drive the sales process by managing a pipeline of opportunities, developing client-centric strategies, and supporting the negotiation and contracting process. Ensuring DATA accuracy and providing insightful, DATA-driven reports will be essential in tracking progress and performance. This role offers a unique opportunity to partner with some of the world's leading organizations, guiding them through their transformation journeys with our cutting-edge cloud solutions. Your expertise will help clients transition to new business models and achieve long-term success. Key Responsibilities: - Generates demand and selling Cloud Managed Services solutions - Generates demand by assisting clients to identify and qualify current needs and effectively articulate how the company can add value through its Cloud services and solutions offering. - Addresses the objections that a client may pose in moving to a Cloud managed services solution. - Appropriately allocates sales time between assigned clients and new prospect opportunities; yet ensure focus remains on the top clients/prospects and balance opportunity size with likely outcomes. Sales partnership - - The success of the services agenda and successful sales will rely on successful partnership with others; this will include regional leads and services teams to work on the best outcome for the client. - Engages and coordinates with partners and/ or vendors to drive select deals through vendor-based opportunities. - Engages with the broader organization such as the Offer Management, Commercial Architecture and delivery teams to promote and support high-value services opportunities. - Participates in regional sales governance processes and deal Clinics to profile opportunities. - Managed Services industry trusted advisor - - Builds deep and long-term relationships with client leaders in a Managed Services opportunity and executes a competitive win strategy through understanding the client’s business requirements and competitive landscape. - Maintains a high level of relevant service knowledge to have meaningful conversations with clients; including the industry that the client operates in. - Contributes to the knowledge base of the company's services solutions within a services practice by sharing best practices with internal teams as well as client teams; ensuring that internal teams are aware of typical client challenges. Deal construct – - Helps build and support commercial solutions for Managed Services solutions and design deals that meet client’s needs and ensure win/win solutions for both client and the organization. - Constructs the managed services deal including the commercial modelling, negotiate contractual terms, mitigate legal risk and obstacles, and move the proposal to close to meet assigned quota. Drives the sales process - - Manages a pipeline of opportunities and creates and documents a shared strategy to meet sales target such as net new customer pursuit plans to land new logos, activities to achieve client satisfaction, minimize churn, cross-sell, upsell, revenue, and margin goals. - Collaboratively works with extended sales teams and commercial architects to successfully position the service and see the opportunity through to closure. - Partners with internal teams to ensure scope of work and proposals are tracked, managed and delivered on time. - Develops and implements an opportunity plan, to provide regular check-ins with the primary point of contact and have an established process for getting buy-in from all stakeholders. - Ensures DATA is accurate based on sales reporting standards to provide DATA-driven insights. - Supports the negotiation of deals with clients and leads the internal account management team to enable conclusion of services deals. - Contributes to the knowledge base of the company's solutions and services by sharing best practices, industry and technology trends with internal stakeholders and clients. - Participates in regional reporting cadence as it relates to regional performance and major deal reviews. Knowledge and Attributes: - Good knowledge of cloud infrastructure principles and products. - Good understanding of and the ability to position organization's services offerings that may span multiple technology domains across Cloud Infrastructure Managed Services, Support Services, Consulting Services and Technical Services. - Good understanding of platform delivered services and how to articulate the value of standardized, centralized and optimized services. - Conversant with a business outcome led approach to sales. - Proficiency in working with major cloud platforms such as Amazon Web Services (AWS), Microsoft Azure, Google Cloud Platform (GCP), and others. - Good understanding of broader IT infrastructure components, such as servers, storage, virtualization, and DATA centers. - Understanding how networking works in a cloud environment to enable the design of effective solutions. - Good understanding of financial statements and metrics, including revenue, expense control, and growth relative to market in order to hold strategic client conversations. - Have the legal knowledge to discuss contracting with the client and understand how to position terms as a value exchange. - Client-centricity coupled with problem solving. - Familiarity with cloud security best practices, identity and access management (IAM), encryption, DATA protection, compliance standards, and security monitoring within cloud environments. - Understanding of hybrid cloud architectures and strategies. - A comprehensive understanding of cloud infrastructure technologies and an awareness of IoT concepts and how they impact cloud infrastructure design. - Good business acumen and negotiation skills to craft solutions that are beneficial to the company and the client. - Ability to proactively and independently identify and qualify opportunities, an entrepreneurial mindset if key. - Natural team player – ability to coordinate and liaise with delivery teams across multiple business areas. - Quick learner to understand any new solutions that are ready to take to market. Academic Qualifications and Certifications: - Bachelor's degree or equivalent in a Technical or Sales field or related. - Certifications such as Scotworks and Solution selling is desired. - Solution Selling/SPIN certifications is desired. - Desired technology certifications include (any one or more) - Azure (AZ900 – Azure Fundamentals), AWS (AWS Cloud Practitioner), VMWare (VTSP or VTSP for AWS/Azure), ITIL (Version 3 or later). Required experience: - Demonstrated impressive track record of managed services solutions to large enterprise accounts. These typically involve selling complex solutions and services to the C-suite in large enterprise accounts. - Proof of structuring large, multi-year profitable contracts. - Seasoned ability of building strong relationships with clients across all levels. - Seasoned experience of networking with senior internal and external people in the specialist area of expertise. - Experience in managing the entire sales process, contracting process and legal implications of a deal. - Seasoned sales, client engagement and business development experience with requisite understanding of relevant markets and market penetration strategies. Workplace type: Hybrid WorkingAbout NTT DATA NTT DATA is a $30+ billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world’s leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services. Our consulting and industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 50 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is part of NTT Group, which invests over $3 billion each year in R&D. Equal Opportunity Employer NTT DATA is proud to be an Equal Opportunity Employer with a global culture that embraces diversity. We are committed to providing an environment free of unfair discrimination and harassment. We do not discriminate based on age, race, colour, gender, sexual orientation, religion, nationality, disability, pregnancy, marital status, veteran status, or any other protected category. Join our growing global team and accelerate your career with us. Apply today. Third parties fraudulently posing as NTT DATA recruiters NTT DATA recruiters will never ask job seekers or candidates for payment or banking information during the recruitment process, for any reason. Please remain vigilant of third parties who may attempt to impersonate NTT DATA recruiters—whether in writing or by phone—in order to deceptively obtain personal data or money from you. All email communications from an NTT DATA recruiter will come from an @nttdata.com email address. If you suspect any fraudulent activity, please contact us.

Role Description As a Benefit Testing Manager, you will be part of Client Benefit Services QA team that is engaged across multiple functions including Clinical and Benefit Organization, with particular emphasis on solving problems, process improvement and increase automation opportunity within testing team. You will have the opportunity to utilize your PBM technical skills and logical skills to analyze the business process, insert technology to solve problems and improve efficiency of Benefit testing operation. You will be responsible for performing analytical skill to review different Medicaid state compliance Benefit programs and translate those into business rule and define test strategy and scripts to validate the same. You will independently work on leading day to day activities of key Benefit testing initiatives and provide business rules for Automation tools. You will also play a vital role in finding opportunities for improvements and problem-solving issues encountered by the team. This team works closely with internal and external partners to deliver key strategic projects, manage applications, and improve Client Services processes. You will actively participate on client calls. You will define Benefit test requirements, create test plans, and execute test scenarios, capture test results, present test results to all stakeholders and seek approval. To be successful you will bring your developed skills as an innovative, analytical, energetic, problem solver. If this describes you, then become part of our “go-to team”. You will define Benefit Test Strategy, Train testing resources, Define and Drive Enterprise level Test Initiative to ensure Benefit accuracy, Provide Subject Matter Expertise to enhance Benefit Quality and Client Satisfaction, and act as a single point of contact to reduce PGs on Quality within Medicare, Medicaid, Commercial and Exchange line of business. As a Benefit Testing Manager/ Subject Matter Expert (SME), you will own the following responsibilities: - Take full ownership and serve as subject matter expert for testing all client’s benefit plan designs in the Benefit space of Utilization Management and Formulary, and present Test Results to Internal Benefits team and External Clients. - Understanding client needs and Benefit requirements, translate into Test Scenarios to validate Benefit Configuration and Benefits Coding. - Expertise on EZTEST (claim processing tool), Sales force, EZQYERY, EXCEL Macro, Formulary management system and Benefit Serve/Benefit builder. - Translate CMS and state mandate Benefit program/rule and define business rule and validate before code promotion to production. - Facilitating internal and external meetings and presentations to provide status updates and ensure Benefit configuration accuracy for Client’s requirement. - Building relationships with key client partners through a consultative approach to fully understand Benefit components of client benefit plan design needs. - Define Benefit test requirements, create test plans, and execute test scenarios, capture test results, present test results to all stakeholders. - Assess project risks and provide risk mitigation plans, weekly statuses with leadership and other stakeholders. - Develop process improvement initiatives in support of department efficiency. Pinpoint areas of opportunity and training needs. - Advise colleagues in performing set ups and testing for various benefit plan designs in Benefit space of client requirements. - Work through the various phases of the project until all issues have been resolved, cleanup complete and all reportable items are closed to the satisfaction. - Identify Benefit testing gap for Commercial, Medicaid, Medicare, and Exchange Line of Business. - Create Benefit Test Strategy for identified Benefit testing gap areas. - Propose/develop testing automation tools to enhance testing accuracy and rapid turnaround. Your success will be driven by exceeding client satisfaction score targets as well as driving Production defect leakage for clients. Your healthcare industry knowledge in the areas of Formulary Management, Drug Utilization Management, and Claims Adjudication will also contribute to your success. You will operate in a dynamic environment with tight deadlines so ability to operate. The contributions you will make as a Test SME will position CVS Health as a leader in client satisfaction and service in the PBM marketplace. Qualifications - 6+ years of Healthcare/PBM Experience Requirements - Claim Adjudication Knowledge - Complete Knowledge and Understanding on Benefits and Clinical Configuration Setup - Expertise on EzQuery/Sequel and Eztest - Ability to train resources with Clinical Testing Process Education - Bachelor’s degree and Equivalent experience can also be considered. Benefits - Medical, dental, and vision coverage - Paid time off - Retirement savings options - Wellness programs - Other resources, based on eligibility