Role Description The Senior Consultant will work closely with the Engagement Principal to implement WorkSpan's Enterprise, Ecosystem, and Hyperscaler solutions for our customers. The role is hands-on in nature, requiring strong techno-functional skills, attention to detail, and the ability to execute implementation tasks across configuration, testing, data migration, and integration workstreams. - Execute implementation tasks for WorkSpan's customers across new projects, enhancements, and expansions. - Learn and develop deep expertise in the WorkSpan platform, data model, business processes, prescriptive packages, and implementation methodology. - Configure the data model, templates, integration setups, and reports as directed by the Engagement Principal, ensuring quality and accuracy of deliverables. - Participate in and facilitate key project activities including CRP (Conference Room Pilot), SIT (System Integration Testing), UAT (User Acceptance Testing), and go-live/cutover tasks. - Own customer-facing delivery for assigned workstreams — conduct working sessions, gather requirements, present solutions, and manage expectations directly with customer stakeholders. - Document functional requirements, configuration specifications, and test cases based on inputs from customers and senior team members. - Support data conversion and migration activities — mapping, cleansing, validation, and load verification from legacy systems. - Actively contribute to project status updates and customer meetings under the guidance of the Engagement Principal. - Mentor and guide junior consultants on the project team, sharing domain knowledge, reviewing work, and supporting their ramp-up on the WorkSpan platform. - Collaborate with internal product, engineering, and support teams to log, track, and resolve issues and product questions. - Follow WorkSpan's implementation methodology to deliver projects consistently, and proactively suggest improvements to templates and processes. - Manage assigned tasks and deliverables within project timelines, escalating blockers to the Engagement Principal in a timely manner. Qualifications - 5–8 years of professional services experience in market-leading CRM, ERP, or enterprise / B2B SaaS applications. - Bachelor's degree in Computer Science, Information Technology, or a related field. - Hands-on experience in project execution activities including CRP, SIT, UAT test cycles, status reporting, and go-live tasks. - Good techno-functional or business process knowledge in the applications you have worked on. - Familiarity with data conversion/migration processes from legacy systems to new platforms. - Familiarity with partner ecosystems, co-sell motions, channel sales, or alliance management is a strong advantage. - Strong written and verbal communication skills; able to articulate product capabilities and project status clearly to customers and internal stakeholders. - Experience with integration middleware such as Webmethods or MS Power Automate is a plus. - Exposure to any programming language (Python, Java, Shell Scripting, PL/SQL) is an added advantage. - Knowledge of Salesforce CRM is a plus. - Familiarity with AI-powered tools relevant to professional services delivery. Benefits - Competitive salary, equity, and performance bonus - Unlimited vacation - Paid sick leave - Latest MacBook - Medical insurance - Monthly Wellness Stipend - Paid maternity and paternity leave - Work from Home

Role Description We're looking for a driven, phone-confident Sales Consultant to join a high-performance outbound sales team. You'll be reaching out to roofing contractors across the U.S. using pre-built prospect lists to introduce a service that genuinely helps them win more jobs. This is a volume-forward, conversation-driven role — success hinges on your ability to build trust fast, navigate pushback, and bring deals across the finish line. The sales cycle is refreshingly short; most new accounts are won within one or two calls. If you're wired to compete, bounce back quickly, and want your paycheck to reflect your output, this role delivers. Qualifications - Minimum 2 years of experience in inside sales, outbound prospecting, or commission-based roles - Track record of success in high-call-volume environments - Sharp closing instincts and the ability to handle objections without losing momentum - Strong communicator — equally effective on the phone and in writing - Comfortable in fast-moving, metrics-driven settings - CRM proficiency required; hands-on Go High Level (GoHighLevel) experience strongly preferred - Self-starter mentality with solid time management and organizational habits - Ability to work autonomously while consistently hitting activity and revenue benchmarks - Reliable laptop or desktop with a stable high-speed internet connection - Coachable, growth-oriented mindset with a consistently positive approach Requirements - Execute high-volume outbound calling campaigns targeting roofing contractors nationwide - Present and sell pay-per-lead marketing packages using a needs-based, consultative approach - Establish quick rapport and uncover each prospect's specific customer acquisition challenges - Handle objections confidently and work toward mutually beneficial outcomes - Keep your sales pipeline organized, current, and actionable within the CRM - Leverage Go High Level to log activities, schedule follow-ups, and move prospects through the funnel - Maintain consistent outreach cadences to convert prospects into recurring clients - Hit and surpass daily call metrics, weekly close targets, and monthly revenue goals - Partner with sales leadership to sharpen strategy and elevate the overall client experience - Keep records, notes, and pipeline data accurate and up to date — and bring professionalism to every single interaction Benefits - Base compensation: $40,000 – $50,000 per year, commensurate with experience - Uncapped commission structure with documented six-figure earning potential - Commission activates once cumulative sales revenue covers your base salary - 7% commission earned on all revenue beyond that threshold - Illustration: Close $20,000 in lead packages → pocket $1,400 in commission - Entry-level performers consistently bring home $90,000+ annually - Top producers regularly exceed $200,000 in total annual earnings - Structured onboarding and paid training from day one - Company-covered Medical, Dental, and Vision benefits - 401(k) plan with employer match - 100% remote with defined pathways for advancement

Role Description The Product Consultant serves as a key player within Casepoint’s Customer Services team. They are responsible for successfully managing assigned customer onboarding, value realization, and relationships through effective consulting and execution. Strong candidates will have the capability to translate customer business processes into the effective onboarding and configuration of Casepoint products across a variety of data discovery use cases (i.e. litigation, enforcement, investigations, legal hold, FOIA) that support the success of Casepoint customers. What You’ll Do (Key Responsibilities): - Conduct onboarding and discovery meetings for customers, understanding customer context and goals, and providing product information to best serve those goals. - Assist customers with advanced technology capabilities such as but not limited to keyword searches, near-duplicate/email threading & advanced analytic (AI) searching. - Design technical workflow and projections for customer success management meetings and executive business reviews. - Design playbook and best workflow procedures for Casepoint products. - Improve product adoption, and customer retention, and help foster positive customer relationships that create a loyal customer base. - Develop and adhere to properly documented projects, including customer workflows, roles and task management, estimations, and process improvements. - Identify capabilities that could provide added value to customers and work with the Account Manager and Product Enablement to increase adoption. - Identify and document change requests through customer discovery sessions and engagement. - Make sure customers are educated on new/enhanced features that can improve their workflows. - Ensure exemplary customer service and communication management to all internal and external customers; proactively promote customer service throughout the department and among teams; respond to peer requests with recognition that request serves a customer need. - Analyze, capture, document and illustrate “as-is” and “to-be” business processes and best practices. - Advise customers on the best application practices such as: application use cases, configuration optimizations, and instructional documentation. - Configure, test, and implement business processes within the COTS application(s). - Provide onsite/online application training as needed. - Provide product demonstrations to support project milestones as well as to support sales team. - Manage assigned project tasks in a timely manner and coordinate resources needed to complete tasks. - Provide weekly reports/updates of assigned tasks and progress to project manager/management. - Ensure downstream processes are considered during system enhancement/modification efforts. - Perform initial User Acceptance testing to ensure system changes meet defined requirements as well as providing feedback to Development/testing teams regarding test cases, scenarios, and scripts. - Collaborate with vendors, consultants, business, and IT personnel to achieve solutions to identified business needs. - Other duties as assigned. Qualifications - Passion for technology and for helping others to understand and use it. - A bachelor’s degree, or equivalent of 4 years’ professional experience. - Minimum 2+ years customer-facing experience in the enterprise software space. Example experience includes but is not limited to the following functions: Implementation, Managed Services, Customer Success, Support, and Product Training. - Demonstrated experience in stakeholder management, relationship management, and software implementation. - Analytical, technology, and problem-solving skills to be able to identify, communicate, and troubleshoot technical issues. - Excellent verbal presentation skills and written communication skills. - Quick learner with strong multi-tasking skills. - Experience in self-training and developing expertise with new user-based technology. - Experience working directly with clients to achieve results. - Advanced knowledge of Microsoft Product Suite. - Must be available for occasional travel to support project or product promotion efforts. - Ability to obtain and maintain Public Trust or higher clearance. - US Citizenship (non-dual) required. Preferred Qualification - Experience working with Government agencies. - Experience working with customer help desk or customer service tools. - Experience working with project management tools (Jira, Asana, SuiteProjectsPro). - Strong experience in customer engagement with a SaaS company. - Demonstrated success in advancing client business outcomes through education and adoption. Work Location & Flexibility We are headquartered in Washington, D.C., and this role is eligible for remote work from the following states: AR, AZ, CA, CO, CT, D.C., DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, NC, NH, NJ, NY, OH, OR, PA, SC, TX, VA, WA, WI, WY. If you live outside these states, unfortunately we’re not able to consider your application at this time. Company Description Casepoint empowers government agencies and enterprises to discover, secure, and activate defensible insights with confidence across their most critical legal, regulatory, and compliance workflows. From global enterprises to major federal agencies, including the Department of War, organizations rely on Casepoint to unify legal hold, eDiscovery, investigations, FOIA, regulatory, and compliance response together in one secure platform. Built on an award-winning, cloud-native foundation with FedRAMP® High and DOD Impact Levels 5 (IL5) and 6 (IL6) authorizations, Casepoint combines purpose-built workflows with transparent, auditable AI and advanced analytics to help teams move faster, reduce risk, and maintain control under scrutiny. Through long-term partnership and responsive support, Casepoint works alongside customers to strengthen operations over time, ensuring lasting control, custody, and confidence in their data. For more information, visit www.casepoint.com . Casepoint is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or any other protected characteristic.

Role Description Aon is looking for a Senior Casualty Claims Consultant. It is the responsibility of the Casualty Claims Risk Consultant to deliver tactical, client-specific, casualty claims services on assigned accounts in support of Aon’s core brokerage services. This position is for a workers’ compensation professional; however, experience with auto and general liability is a plus. Work Style: Virtual work from Home. The general role of our Casualty Claims Risk Consultant is to: - Identify client exposures and provide customized casualty consulting services for clients to help them reduce their Total Cost of Risk. - Ensure the highest level of service from claims administrator(s) and carrier partners. - Improve client claim outcomes by examining and analyzing key elements and related costs of their claims programs and build best practice-oriented approaches to claims cost containment. - Introduce appropriate Aon resources and provide project management to ensure commitments are met and results are achieved. - Establish project plans and budgets. - May require limited involvement in business development opportunities as dictated by geographic needs. Qualifications - Customer service is fundamental: establishing rapport and maintaining positive working relationships with clients, business partners, and colleagues is essential to achieving shared goals and ensuring long-term success. - Develop strategic client plans and associated budgets. - Deliver appropriate client services as outlined in the selected service plans as agreed with Account Executive/Client. - Handle delivery of agreed client services to ensure content quality and timely delivery. - Meet or exceed assigned billable hours and utilization goals. - Communicate and collaborate with manager and Account Executives to find opportunities for new business development. - Adhere to established Best Practices and make recommendations for improvement, when appropriate. - Maintain knowledge/skills as an insurance professional and possess excellent written and verbal communication skills. - Provide advocacy on behalf of assigned clients relating to services rendered by carriers and/or TPAs to include the review and revision of account instructions, addressing client service concerns and negotiating applicable renewal pricing and terms. - Participate in telephonic or in-person claim reviews utilizing proprietary software designed to result in file resolution, documenting claim specific outcomes, action plans, and the appropriateness of reserving where applicable. - Attend and participate in periodic on-site client meetings regarding service delivery, claim reviews and/or stewardship. - Utilize standard deliverable products and a specific “Peer Review” process to ensure consistency of services. - Interact with other Aon Consulting team members, Business Development teams, Leadership, Account Executives, Producers, Brokers, other Aon business units, Markets, and Vendors. Requirements - Proven performer with strong technical knowledge and work experience adjusting or managing workers compensation claims or possess multi-line claims experience with emphasis on casualty lines of coverage. - Maintain knowledge/skills as an insurance professional and possess excellent written and verbal communication skills. - Fluent in Microsoft Office Suite, particularly Excel, Word, and PowerPoint. - Bachelor’s degree or equivalent relevant experience. - Producer/Broker licensing may be required after hiring. - For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Benefits - Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: - 401(k) savings plan with employer contributions. - Employee stock purchase plan. - Consideration for long-term incentive awards at Aon’s discretion. - Medical, dental and vision insurance. - Various types of leaves of absence. - Paid time off, including 12 paid holidays throughout the calendar year. - 15 days of paid vacation per year. - Paid sick leave as provided under state and local paid sick leave laws. - Short-term disability and optional long-term disability. - Health savings account, health care and dependent care reimbursement accounts. - Employee and dependent life insurance and supplemental life and AD&D insurance. - Optional personal insurance policies. - Adoption assistance. - Tuition assistance. - Commuter benefits. - Employee assistance program that includes free counseling sessions. - Eligibility for benefits is governed by the applicable plan documents and policies.