Role Description We are seeking motivated and detail-oriented Configuration Specialists to join our Professional Services team in an offshore or nearshore capacity. In this role, you will work alongside onshore implementation consultants to configure the Mortgage Cadence Platform (MCP) for clients across the mortgage lending industry. Configuration Specialists play a critical role in the delivery of MCP implementations by executing configuration tasks across one or more functional capability groups, supporting SOW and scoping documentation, and resolving tickets in coordination with onshore team members. This role spans the full implementation lifecycle — from initial setup and configuration through testing, defect resolution, and go-live support. This is an excellent opportunity for technically skilled professionals with experience in mortgage technology, loan origination systems, or enterprise software configuration who are looking to grow within a fast-evolving Professional Services organization. Qualifications - Experience working with a Loan Origination System (LOS), mortgage servicing platform, or other financial services software. - Familiarity with the Mortgage Cadence Platform (MCP) — Enterprise or Essentials tier — is a strong plus. - Experience in mortgage industry processes, including loan origination, underwriting, closing, or post-closing workflows. - Exposure to workflow configuration, rules engines, document management, or system integrations in an enterprise SaaS environment. - Experience supporting or contributing to SOW development, effort estimation, or requirements documentation. - Familiarity with SQL, scripting, or basic automation concepts is a plus. - Prior experience working in a nearshore or offshore delivery model, particularly supporting U.S.-based clients or teams. Requirements - Execute configuration tasks within MCP across assigned capability groups, including but not limited to core platform setup, workflow configuration, document/imaging setup, reporting, and system integrations. - Support onshore implementation consultants throughout the full project lifecycle — from requirements gathering and design-and-build through acceptance testing, UAT, and go-live. - Contribute to the development and maintenance of Statements of Work (SOWs), configuration documentation, and implementation estimates under onshore direction. - Resolve open support tickets and defects within assigned capability areas, following established triage and escalation protocols. - Participate in asynchronous client-facing communications (e.g., written status updates, defect clarifications, documentation requests) as directed by the onshore lead. - Maintain accurate records of configuration progress, open items, and ticket status in project tracking tools (e.g., ADO, Jira, Smartsheet). - Follow defined configuration standards, naming conventions, and quality checklists to ensure consistency and accuracy across deliverables. - Collaborate actively with onshore team members, contributing to daily or weekly coordination touchpoints and async communication channels. - Support internal automation and AI-assisted implementation initiatives by executing structured tasks within established workflows.

Role Description We are currently looking for an Intermediate Document Control Specialist to join our Vancouver team. As the successful candidate, you will be responsible for: - Document control, distribution of documents, retrieval and filing of all project documents. - Other related duties as directed by the Document Control Group Lead. - Accountability to Project Managers for meeting scheduled deadlines. A Day in the Life: - Work for multiple clients with varying requirements. - Quality check incoming and outgoing documents, in accordance with Allnorth’s QMS and client procedures. - Assist disciplines with understanding of internal and client document control requirements. - Attend project meetings as required. - Keep other personnel updated on new document versions and how to obtain access. - Handle records across various departments. - Create templates for use by other personnel. - Maintain confidentiality regarding sensitive documents. Qualifications - A diploma, degree, or certificate in an applicable field is an asset, but not required. - 3-5 years’ experience working with engineering and vendor documents. - A solid understanding of document lifecycles, revision control, and overall document control best practices. - Worked in various Electronic Document Management Systems (EDMS). - Effective, professional communication with other departments, clients, and vendors. - A working knowledge of Microsoft Suite, Adobe Acrobat, and Bluebeam Revu. - Attention to detail. - Ability to multitask in a schedule-driven environment with shifting priorities. - A willingness to learn from a team of experienced document controllers. Benefits - Flexible work schedule and location for better work-life balance. - Ability to work On-site, Hybrid, or Remote (Must reside within Canada, preferably within the Calgary or Vancouver area). - Maternity leave top-up and parental leave. - Comprehensive benefits package includes extended health and dental coverage, and RRSP matching. - Employee Assistance Program for team members and their families. - A culture of respect and inclusivity fosters long-term relationships and a team atmosphere. - Professional development and growth opportunities (e.g. New and Young Worker Mentorship program). - Opportunity to become a shareholder in a team-owned company. - Team Member Referral Program. - A paid “Volunteer Day” away from work to support the community. - Monthly “Lunch & Learn” sessions. - Opportunities to bond with other team members, have fun and make a difference through involvement in social and safety committees, as well as fundraising and community support initiatives (e.g. Movember, Pi Day, Food Banks, Women’s Shelters, Ronald McDonald House, Earth Day clean ups, etc.).

Role Description TabaPay is currently hiring an Implementation Manager to grow our Client Success Team. We are looking for a candidate to work directly with clients to implement on-demand, real-time payments programs. The Implementation Manager is responsible for the execution of high-quality client onboarding procedures from the project kick-off to launch. They bring impactful programs to life by: - Extracting a comprehensive understanding of our client's goals and friction points - Considering all partner perspectives and capabilities - Fueling the power of internal departments In this role, you will: - Develop and implement a project plan - Act as an internal advocate for client needs - Proactively identify and resolve potential roadblocks to successful implementation Qualifications - Bachelor’s degree in Business or Project Management preferred - 5+ years of Payments experience - 5+ years leading and running multiple sophisticated projects at once - Detail-oriented, self-motivated, and persistent with the ability to set priorities and be flexible in a changing environment - Excellent written communication and presentation skills - Experience in early-stage products, markets, and companies preferred - Experience in both internal and external stakeholder management - Excellent at planning, organizing, and managing time - Ability to connect with various levels within the organization - Challenging the status quo is your second nature - Curiosity mindset Requirements - Own multiple implementation projects simultaneously from contract signature to project completion - Adhere to the PMO framework and processes to facilitate the creation, communication, and ongoing management of the project plan and related project artifacts - Handle changes in scope and understand the implications of them - Assist in the creation of the standardized process to onboard new clients and programs - Work hand in hand with the sales team to assist with pre-sales and scoping discussions - Work closely with compliance, operations, finance, and support teams to discuss and track implementation details and nuances pre and post-launch - Communicate and report project status to various levels of leadership and stakeholders - Coordinate internal and external resources to ensure a timely and successful launch - Become a specialist in our product, configuration, and internal processes - Identify, manage, and mitigate project risk - Prepare and lead training for new customers and users to ensure a seamless onboarding process Benefits - 100% employer-paid health care insurance including medical, dental, vision, and life insurance (for employee only) - Employer 401K Matching - Generous and Flexible PTO The pay range for this position is $100,000-$120,000 DOE, however, base pay offered may vary depending on job-related knowledge, skills, and experience. In addition to a full range of medical, financial, and/or other benefits, dependent on the position offered.

• Own technical sales engagements from discovery through close • Deliver tailored, high-impact demos focused on business outcomes • Translate customer workflows into Federato configurations — including quoting, rating, endorsements, and portfolio optimization • Lead RFP and security questionnaire completion in collaboration with Product and Security teams • Build and maintain reusable demo environments reflecting target customer segments • Develop onboarding materials, configuration libraries, and example rating logic • Partner with the Manager, Pre-Sales and Product Marketing to refine messaging frameworks and technical collateral • Co-define and continuously improve the pre-sales lifecycle (discovery, solutioning, handoffs, etc.) • Contribute to shared team assets like: • Discovery playbooks • Configuration scopes and success criteria templates • Demo setup guides and walkthroughs • Collaborate with Product and Engineering to align roadmap with customer pain points • Surface recurring objections and product gaps with clarity and context • Provide post-sale context to Implementation & Customer Success