• Analyzing SNS’ clients’ experience, and presenting findings to management, the Account teams, and clients • Determining pricing based on this evidence analysis, and negotiating with carriers to ensure fair and competitive pricing for our clients • Making complex and accurate claim picks, developing reserves, and calculating expense factors and components • Pricing self-insured products using complex data extracts • Supporting the Account teams with ad hoc financial analysis • Providing ROI analysis and exhibits • Creating client-ready reports and presentations • Developing new reports and tools • Attending client meetings and conference calls as needed to provide underwriting and financial expertise • Monitoring the SNS book of business, identifying trends by product, industry, account team, and carrier • Analyzing various insurance products, including but not limited to, Voluntary Benefits, Dental, Vision, and Critical Illness.

• Provide insights during roadmap discussions for future IP. • Lead development initiatives and mentor junior developers. • Lead architectural discussions for complex projects. • Become a subject matter expert in current technology, including but not limited to: • Fuuz • Jsonata • GraphQL • Lead client discussions and offer solutions. • Execute solution demonstrations involving Fuuz and other IP. • Support multiple concurrent development projects. • Deliver exceptional customer support experiences. • Respond to requests for information and assist with proposal creation. • Prepare and deliver presentations and software demonstrations to prospective clients. • Partner with service delivery teams to ensure effective requirements/design knowledge transfer after sale. • Participate in meetings and regular communication with clients and colleagues. • Cultivate further subject matter expertise through ongoing learning opportunities.

• Assist clients by successfully managing and implementing Sage Intacct following the prescribed implementation methodology. • Analyze and document system and business requirements. • Set up system and configure according to client requirements. • Develop test scripts for client’s testing phase. • Train end-users on the Sage Intacct. • Make recommendations for new processes and procedures. • Develop reports and dashboards utilizing the Sage Intacct. • Set up and configure 3rd party integration tools. • Work closely with the sales team and other support team members to coordinate the completion of project tasks. • Provide regular written reports on project status for use internally and with clients. • Manage projects with ability to keep projects on time and on budget. • Provide technical support to clients as needed. • Provide input and contribute to the development of new processes and procedures for service delivery, including development of templates, documentation of best practices, and contribution to the knowledge base library. • Recognize functional capabilities and limitations for out of the box functionality as well as custom code and ISV solutions. • Participate in multiple engagements simultaneously while ensuring deadlines and quality expectations are being met. • Manage complex projects from beginning to end. • Research and/or escalate complex software issues to identify improvements and opportunities. • Work with developers and other team members to define client enhancement needs. • Other duties as needed/assigned.

• Lead specific parts of Acumatica projects while continuing to expand Acumatica expertise and consulting skills. • Work on new client implementations including requirements gathering, configuration, training, testing, and go-live activities. • Implement and support Acumatica ERP for new and existing customers. • Perform design, product configuration, testing, data conversion, and go-live support. • Provide detailed consulting estimates and implementation project plans. • Establish and maintain a “trusted advisor” relationship with customers; negotiate resolutions to business, process, or functional issues with business stakeholders. • Complete and provide weekly status reports. • Follow Acumatica’s implementation methodologies. • Achieve utilization targets while maintaining high customer satisfaction. • Demonstrate expert proficiency in at least one main focus area and intermediate proficiency in at least two others; obtain appropriate certifications and build industry expertise. • Lead requirements gathering and design activities; oversee configuration, training, testing, and go-live activities for medium-sized or complex projects. • Proactively communicate status, issues, and concerns to the director, project manager, and/or architect/lead. • Provide coaching and quality assurance to ensure team members follow internal Implementation Methodology and best practices.