• Act as the professional source for integration through the Project implementation including Pre-sales, Sales & Post-sale for new and existing clients • Working with clients and partners to solve technical challenges regarding their unique environment and requirements • Leading improvements and Enabling our sales and engineering process • Creating documentation, whitepapers, and other supporting material for internal and client usage

• Supporting in executing setup • Performing test scenarios, end-to-end testing, and validation of them • Registering and following up on issues in the used software (e.g., Jira) • Communication with stakeholders (client, bank, etc.) • Creating customer/project folder on SharePoint • Writing documentation (setup, work instructions, etc.) and keep this up-to-date in the customer folder. • Contact with Consultant and Project Manager on daily basis to discuss progress • Administering actions to be performed / performed actions in the used software and keep up-to-date (e.g., Jira/Teamwork) • Prepare project status calls and document summary of these calls • Support at Service desk / other support tasks when not scheduled for consultancy projects.

Role Description Do you enjoy helping people discover exciting vacation opportunities while working remotely? We are currently expanding our team and seeking enthusiastic individuals to join us as All-Inclusive Travel Advisors. In this role, you'll assist travelers with selecting and coordinating vacation experiences that fit their preferences, schedules, and budgets. From beachfront resorts and luxury retreats to international getaways and cruise vacations, you'll help clients navigate their options and organize memorable trips. This opportunity is ideal for individuals who enjoy working with people, learning about destinations, and building valuable skills within the travel industry. No prior travel experience is required. Training, certification support, and ongoing mentorship are available. - Work directly with clients to understand their travel goals and vacation preferences - Assist with coordinating resort stays, all-inclusive packages, cruises, transportation, and activities - Research available travel options using approved supplier and booking platforms - Share destination information, travel insights, and vacation recommendations - Support clients throughout the reservation process and assist with trip-related questions - Review booking details to help ensure accuracy and organization - Maintain updated client profiles and travel documentation - Stay informed on supplier promotions, industry news, and destination highlights - Participate in virtual training programs and professional development opportunities Qualifications - Enjoy helping others and creating positive client experiences - Have strong communication and relationship-building skills - Are organized and detail-focused - Can manage responsibilities independently in a remote environment - Are comfortable learning new online systems and technology - Have reliable internet access and basic computer proficiency - Are eager to grow and develop new skills - Must be at least 18 years old - Must be authorized to work in the United States, United Kingdom, Mexico, Australia, Spain, or other eligible locations Benefits - Fully remote work opportunity - Flexible scheduling options - Comprehensive onboarding and training - Ongoing mentorship and team support - Access to industry-leading travel tools and supplier resources - Travel-related incentives, discounts, and exclusive perks - Opportunities for advancement and leadership development - Positive and collaborative team culture

• Design and lead advisor coaching and training programs centered on storytelling, consultative conversations, and relationship-building. • Facilitate engaging training using role play, simulations, and case studies to build advisor communication and presentation skills. • Coach advisors individually and in groups to enhance client meeting impact, discovery conversations, and business development effectiveness. • Develop scalable coaching tools utilizing AI technology for performance assessment and personalized feedback. • Create training resources, playbooks, and conversation frameworks that promote consistent, effective storytelling across the firm. • Deliver in-person and virtual training workshops for advisors at all experience levels. • Help advisors clearly and persuasively communicate complex financial topics in client-friendly ways. • Collaborate with leadership and stakeholders to identify advisor development needs and implement targeted training solutions.