• Manage a project and provide guidance and direction for specific projects or sub-tasks • Participate in planning of engagement and in all tasks delegated by managers • Design, implement and manage accounting or audit projects • Analyze and develop client solutions with team • Interface with the client on a day-to-day basis • Direct the completion of project specific tasks within estimated time frames and budget constraints • Manage day-to-day activities and review work products for completeness and adherence to applicable regulations and customer requirements • Deliver presentations and lead client meetings

• Provide Level 1 and 2 technical support/administration for multiple client environments • Perform troubleshooting tasks, problem diagnosis, resolution, or escalate further to specialist teams • Periodic onsite visits to client sites • Provide continual improvement recommendations • Maintain accurate records and ensure documentation is up to date • Assist with senior project work from time to time.

• Lead and develop a distributed IT team operating across multiple time zones, ensuring consistent support coverage and service delivery across the organization. • Own day-to-day IT operations, including hardware lifecycle management, software and endpoint provisioning, user support, and identity and access management for a fully remote workforce. • Serve as a hands-on technical resource, assisting with hardware deployments, provisioning, troubleshooting, escalations, and security-related activities when necessary. • Manage onboarding and offboarding processes in partnership with Human Resources and Security teams, ensuring timely, accurate, and auditable account and device provisioning. • Maintain IT asset inventory and oversee hardware procurement, software licensing, vendor relationships, and budget management. • Develop, implement, and enforce IT security policies and procedures aligned with HIPAA, SOC 2, and organizational security requirements. • Ensure proper handling and protection of Protected Health Information (PHI) through strong access controls, endpoint security, and compliance-focused operational practices. • Own identity and access management processes, including user provisioning, least-privilege access controls, authentication standards, and ongoing access reviews. • Administer and maintain endpoint security tools, Mobile Device Management (MDM) platforms, and Single Sign-On (SSO) solutions to support a secure remote workforce. • Support audit readiness efforts, compliance initiatives, and evidence collection activities while maintaining thorough documentation of IT policies, procedures, and controls. • Monitor and report on IT operational metrics, service levels, incidents, and trends, using data to drive continuous improvement initiatives. • Partner with Engineering, Security, Compliance, Human Resources, and business stakeholders to support organizational growth, security initiatives, and technology needs. • Identify opportunities to improve operational efficiency, strengthen security controls, enhance the employee experience, and scale IT processes across the organization. • Provide leadership, mentorship, and professional development opportunities for team members while fostering a culture of accountability, collaboration, and service excellence.

• Source, analyze and maintain up to date information in order for our Health Guides to best support our members with benefit options and available programs and services. • Conduct quality audits and maintain accountability for accuracy. • Maintenance of our content management system as well as the member-facing benefits tools, primarily focused on small group and mid-sized clients. • Partner cross-functionally with internal stakeholders to assess priorities for navigating benefit ecosystem. • Answers benefit questions; ensures members understand their options and shared financial responsibility, e.g. deductibles, coinsurance, and out of pocket maximum. • During peak periods, supports the navigation team by sourcing high-quality care providers based on a member’s needs and preferences.