Role Description At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements, and retention, requiring teamwork, strategic thinking, and superior relationship management on various levels. If you can collaborate, connect, and communicate to build, grow, and retain important and productive business relationships, we want to know more about you! As a Senior Retirement Specialist, you'll drive sales, provide education, and deliver service for plan participants. You will develop, manage, and retain relationships with participants and have regular retirement education and planning interactions with them. You will identify prospects and acquire new small cases. Key Responsibilities - Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory. - Assists/supports the Program Director in territory planning, execution strategies, and team building/development activities. - Serves as a financial resource to existing and potential participants by providing counseling and guidance on the features and benefits of defined contribution retirement savings plans which will drive sales growth. - Responsible for developing relationships with key entity contacts especially at the department head level in order to expand products and services within the plan. - Helps and supports Program Director, including training on new presentations, product information, and policy or process changes, etc. - Acts as a team lead for a group of Retirement Specialists and functions as a point of contact for inquiries and help troubleshoot problems. - Leads special projects that may relate to marketing, customer service, enrollment, and other administrative processes of the deferred compensation program. - Works with dedicated or regional home office teams to solve customer issues or implement actions to improve processes for the field. - May perform other responsibilities as assigned. Reporting Relationships - Reports to Retirement Services Program Director; no direct reports. Qualifications - Undergraduate studies in related field, insurance, business, marketing, preferred. - FINRA Series 6 license, and life and health licenses required; series 63 and 65 may be necessary. - Three years of related experience in financial, sales, or educational services functions. - Must have expertise in the public sector business, and use knowledge of 457 plans and additional financial products/services to expand plan relationships. - Ability to effectively navigate political and economic landscapes to achieve business results. - Comprehension knowledge of annuity and investment products with the ability to effectively communicate product information. - Strong understanding of the competitive landscape. - Proven knowledge of Nationwide Retirement Plans necessary to fully support Program Director in administrative and sales responsibilities. - Excellent sales, communication, and presentation skills required. - Demonstrated ability to effectively manage a territory of clients. Job Conditions - Overtime Eligibility: Exempt (Not eligible) - Working Conditions: Travel within assigned territory required. May be required to work from home. Must have a valid driver’s license with satisfactory driving record in accordance with Nationwide standards. Benefits - Medical/dental/vision - Life insurance, short and long term disability coverage - Paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date - Nine paid holidays - 8 hours of Lifetime paid time off - 8 hours of Unity Day paid time off - 401(k) with company match - Company-paid pension plan - Business casual attire - And more.

• Oversee the delivery of Keeper’s software for all customers including initial deployments of new customers and expansion deployments of existing customers. This includes mastery level understanding of our complex line of technical SaaS products • Tailor our solutions to meet the specific needs and objectives of each customer, ensuring a personalized and effective experience • Offer continuous technical support to customers, adeptly troubleshooting issues and efficiently resolving any concerns as they arise. Furthermore, proactively recognize and rectify project-related risks and issues, promptly escalating them to engineering only when required • Communicate with Spanish, and English speaking customers, both verbally and in writing • Maintain accurate records of customer configurations, customizations, and communication to ensure a comprehensive understanding of each implementation • Gather feedback from customers and collaborate with the product development team to improve the functionality and usability of our solutions • Effectively oversee multiple implementation projects concurrently, ensuring their timely delivery within predefined scope • Maintain consistent and transparent communication of project status and progress to internal stakeholders and customers, promptly addressing any arising issues or concerns

Role Description BusPlanner is building a world-class Projects practice, and we are looking for driven, talented, and passionate Implementation Consultants to join our journey. This is a unique opportunity to be a part of a growing team as we strive to make a positive impact in the world of school bus transportation. What you will do: - Lead end-to-end client onboarding projects, building and managing detailed project timelines to ensure a smooth and transparent implementation journey. - Deliver clear, proactive, and client-friendly communication at every stage, and coordinate across Technical Solutions, GIS, and Development teams to keep deliverables, dependencies, and milestones aligned. - Own and execute data migration workflows—cleansing, validating, transforming, and importing client data using Excel and AI-powered tools to drive accuracy and efficiency. - Conduct product training and presentations for transportation directors, route planners, and other stakeholders, both online and in-person (must be able to travel). - Become a trusted industry and product expert who guides clients through change management, and continuously explore AI tools and automation to streamline processes and improve data quality. What success in this role looks like: - Your clients feel informed, supported, and confident throughout the entire implementation journey - no surprises, no confusion. - Data migrations are executed accurately and on time, with minimal back-and-forth or rework. - Cross-functional teams enjoy working with you because you keep projects organized and communication clear. - Clients go live feeling excited about using BusPlanner. - You actively contribute ideas that make the implementation process better for the next client. You’ll likely do well in this role if you: - Like owning outcomes, not waiting for direction. - Enjoy turning messy information into structured plans. - Communicate early, clearly, and often rather than hoping problems fix themselves. - Care about client experience as much as technical accuracy. - Naturally look for ways to make the next project easier than the last. This probably isn’t the right fit if you: - Prefer narrowly defined tasks instead of end-to-end ownership. - Dislike ambiguity or need every answer before starting. - Want minimal client interaction. - Feel drained by explaining the same concept in different ways to different audiences. - Focus only on finishing your work rather than improving the process. - Are uncomfortable balancing multiple projects at once. Qualifications - Prior experience in software implementations, client onboarding, or similar project management roles (bonus points for familiarity with public sector clients). - Strong project management and problem-solving skills in cross-functional settings. - Excellent written and verbal communication skills—you can make the complex feel simple. - Comfort working with data in Excel and an eagerness to leverage AI tools in your day-to-day work. - Passion for customer experience and helping your clients succeed.

• Deliver compliant and high-quality product installation and setup • Provide technical configurations and customer training • Collaborate within Cadwell’s Technical Installation team • Improve customer 'go-live' experiences and Installation Team efficiency • Document technical installation issues and recommendations