• You will become a part of Trinetix Presale Team, working together with Sales and Delivery to prepare compelling and highly competitive proposals for our potential clients. • As a Presale Consultant you will engage into early-stage conversations with our potential clients to identify business needs, propose high-level solution concepts and convert them into detailed technical proposals in collaboration with the Trinetix architects, technology and delivery experts. • You will take part in building AI-augmented Presale Function together with Trinetix presale and technology experts. • Your key responsibility will be understanding client’s business needs and making sure it is properly reflected in the proposed solution. • Participate in the presale process and the key client’s proxy in terms of business requirements. • Together with Sales engage with the potential clients at early stage of the presale process to clarify the business needs, priorities and requirements. • Translate client’s business needs into solution vision, backlog and other requirements documents. • Work together with the architects and UX experts to produce architecture vision, prototypes and POCs. • Facilitate estimation sessions from the perspective of communicating the requirements and assumptions to the engineering team, documenting the assumptions and converting them into accurate effort estimations. • Contribute to the development of presale documents (proposals, presentations, financial models) balancing hands-on work and delegation to the team members. • Participate in the proposal presentation meetings, being main presenter for the business needs/solution parts of the proposal. • Balance the (potentially contradicting) interests of internal stakeholders (primarily Sales and Delivery) to ensure competitive proposals without risky over-commitments. • Participate in the Presale Function transformation initiatives (development of templates and practices, etc)

Role Description The GBS Divisional Senior Financial & Actuarial Consultant is a key leadership role within the Health and Benefits division. This position oversees a team of professionals, providing guidance and technical assistance to account teams and clients. The role includes delivering actuarial and underwriting expertise, mentoring team members, and driving the adoption of best practices across regions. In this role, you’ll lead and manage a team of financial and actuarial professionals, ensuring the delivery of high-quality services to clients and internal teams. You’ll provide resources, tools and training to the team for: - Underwriting analysis - Developing financial projections - Calculation of reserves - Plan design modeling - Overall financial analysis of US employer benefit plans You’ll act as a mentor and coach, supporting the professional growth of analysts and consultants. By developing structured training programs and resources, you’ll enhance technical skills and client-facing capabilities across the team. You’ll also oversee the management of tools, templates, and workflows, ensuring accuracy, efficiency, and alignment with industry best practices. Additionally, you’ll represent the Financial and Actuarial Consulting team in client or prospect meetings, as needed, building trust and credibility through actionable insights. Additional responsibilities include: - Conducting team meetings, distributing communications, and driving collaboration across branches within the region. - Leading training programs for staff and clients to ensure consistent adoption of best practices. - Acting as a liaison between the Financial and Actuarial Consulting teams and Gallagher’s Center of Excellence. - Assisting in the sales prospecting as needed. - Maintaining deep understanding of Gallagher’s proprietary tools and templates used for financial and actuarial calculations. - Reviewing and enhancing client deliverables, ensuring they are visually appealing and aligned with Gallagher’s standards. - Providing guidance and support to FAC managers in tracking team capacity and workload distribution. - Acting as a flexible resource to provide overflow support to regions facing high workloads or complex client projects. - Serving as a go-to resource for branch office staff on actuarial and financial consulting topics. - Taking ownership of escalated service issues, working closely with internal teams and clients to resolve them effectively. Qualifications - Bachelor's degree and 7 years experience with Broker or Carrier side with focus on Health and Benefits. - Working knowledge of Microsoft Windows applications and Microsoft Office. - High degree of understanding of employee benefits funding mechanisms. - Familiarity with carrier reporting systems. - Ability to effectively articulate the format, content, and logic of all underwriting tools and client reports. Requirements - Expertise in financial and actuarial consulting, with a strong understanding of underwriting principles. - Proven ability to mentor and develop team members, fostering a collaborative and inclusive environment. - Proficiency in using tools like Power Bi dashboards, AMP reporting, and Gallagher’s proprietary templates. - Exceptional communication skills, with the ability to explain complex issues in simple terms to clients and stakeholders. - Effective negotiation skills. - Knowledgeable in using various analytical approaches to problem solving. - Advanced knowledge of underwriting principles and of the employee benefits field. Benefits - Medical/dental/vision plans, which start from day one! - Life and accident insurance - 401(K) and Roth options - Tax-advantaged accounts (HSA, FSA) - Educational expense reimbursement - Paid parental leave - Digital mental health services (Talkspace) - Flexible work hours (availability varies by office and job function) - Training programs - Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing - Charitable matching gift program - And more...

• Act as an extension of the client’s human resources department to administer all aspects of the leave of absence and accommodation process for their employees. • Complete all administrative tasks related to leave of absence and accommodation management utilizing a date-driven leave of absence system. • Execute new leave requests, complete reminder phone calls, emails, and return to work communication. • Determine eligibility for federal leave of absence and accommodation regulations (FMLA, ADA, etc.), state leave regulations, and other client-specific leave policies. • Maintain accurate records in the system for each leave of absence and accommodation case. • Communicate with employees about their eligibility for leave and wage replacement options. • Generate and send all required leave notices and paperwork within the designated timeframe. • Work closely with the employee to assist with timely return of required paperwork. • Review medical certifications and other documentation to determine if employee qualifies for leave. • Generate and send designation notices to employees within the appropriate time frame. • Provide frequent updates to clients regarding an employee’s leave request, status, and return to work dates. • Act in an advisory role for reasonable accommodations under ADA and process approvals per the client’s direction. • Help clients navigate complicated leave of absence cases and regulations. • Generate weekly and ad-hoc reports for clients and employees.

Role Description Aptean is looking for an experienced Lead Solutions Consultant (Pre-Sales) to join our Manufacturing and Asset-Centric Solutions sales organization in Europe. This role focuses on two strategic products: Aptean EAM (Enterprise Asset Management) and Patch OEE. As a senior presales professional, you will work closely with Sales, prospects, and customers across Europe during the pre-sales cycle. You will lead discovery engagements, executive-level discussions, and value-based demonstrations, showing how Aptean’s AI-first, SaaS-based solutions help organizations improve asset reliability, maintenance effectiveness, operational efficiency, and overall equipment effectiveness. This is a pan-European, remote role, with customer-facing travel across Europe. The Lead Solutions Consultant is responsible for defining and owning the solution strategy for Aptean EAM and Patch OEE throughout the pre-sales process. You will act as a trusted advisor to customers in asset-intensive and manufacturing-driven industries, translating complex operational challenges into measurable business outcomes. Operating in an AI-first software environment, you will articulate how predictive insights, intelligent analytics, and data-driven decision-making enhance maintenance strategies, asset performance, and continuous improvement initiatives. Every week brings variety — from delivering executive briefings to C-level stakeholders, to running in-depth discovery workshops, showcasing tailored product demonstrations, and supporting business case and value realization discussions for strategic European opportunities. Key Responsibilities - Lead discovery workshops and assessments to understand customer asset management, maintenance, and production performance challenges. - Position Aptean EAM and Patch OEE as strategic, AI-enabled solutions that drive reliability, uptime, efficiency, and operational excellence. - Design and deliver compelling, tailored software demonstrations aligned to customer processes and industry challenges. - Clearly articulate the value of AI-driven capabilities such as predictive maintenance, performance analytics, and intelligent insights. - Act as a trusted advisor to senior stakeholders across Operations, Maintenance, Engineering, IT, and Executive leadership. - Partner closely with Sales to define winning solution strategies and support deal execution. - Collaborate with Product Management, Professional Services, and Customer Success to ensure solution alignment and smooth handover. - Support RFP/RFI responses, value propositions, and business cases. - Provide leadership and mentoring to other Solutions Consultants as a senior member of the presales team. Qualifications - 5+ years of experience as a Solutions Consultant / Presales Consultant or senior functional consultant in enterprise software. - Strong domain expertise in one or more of the following: - Enterprise Asset Management (EAM) - Maintenance and Reliability - Manufacturing Operations - OEE, MES, or Operational Performance solutions - Proven ability to lead complex, multi-stakeholder presales engagements across different industries and geographies. - Strong commercial awareness, with experience in solution selling, value messaging, buying cycles, procurement processes, and pricing models. - Excellent communication and presentation skills, with the ability to engage confidently at executive and C-level. - Analytical mindset with strong technical awareness and the ability to simplify complex concepts. - Experience working with AI-enabled or data-driven enterprise software is a strong advantage, including the ability to position AI as part of a broader operational value story. - Comfortable working remotely while collaborating effectively with distributed European teams. Language Requirements - Fluent English – mandatory - Additional languages are a strong plus, particularly: - Swedish - Dutch - French - German Location & Travel - Fully remote role, based anywhere in Europe. - Willingness to travel across Europe for customer meetings, workshops, and events. - Occasional international travel for company events such as Sales Kick-Off. Benefits - Competitive compensation and comprehensive benefits. - A senior, visible role supporting strategic European opportunities. - The chance to work with modern, AI-first asset and manufacturing solutions. - Career growth in a fast-paced, flexible, and collaborative environment.