Role Description The Pension Implementation Manager is accountable for onboarding new clients, converting existing client systems, and enhancing automation utilization. This role involves technical expertise while assessing the educational and training needs necessary to support operational and system-related activities. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities - Reviews and interprets requirements for new client retirement plan implementations, administrative system conversions, and plan changes; evaluates client needs to develop testing, training, and resource material. - Attends implementation and conversion meetings as the functional subject matter expert, providing interpretation of plan rules and direction for programming, to ensure the success of the project. - Facilitates training for new and current employees on administrative systems, changes, new or revised processes, specific contract language, interpretation of benefits, and departmental procedures. - Coordinates and oversees the review and testing of all requirements to include benefit calculations for new business and system conversions. - Responsible for data validation during system conversions. Reconciles and ties out all benefit payment data, as well as benefit accrual data for active and terminated vested participants. - Facilitates the development/update of forms, letters, and application documents associated with plan administration. - Provides recommendations and proposals to management for improving automation in processes, reporting, and workflow. - Provides support to management in the research and resolution of complex functional and system issues. - Writes and distributes internal and external communications and participates in developing department policies, procedures, and training. - Maintains communications and effective working relationships with management and staff as well as clients, government agencies, unions, participants, attorneys, and consultants. - Maintains operations requirements while adhering to compliance, regulatory, and legal guidelines. - Performs other duties and special projects as required. Qualifications - High school diploma and five years of experience in retirement plan administration. - Or, Bachelor’s degree in business related field and two years of experience working in retirement plan administration. - Proficiency in Microsoft tools and applications. - Excellent verbal and written communication and strong interpersonal skills. - Strong leadership skills. - Team player, able to work effectively with a cross-functional team. - Must be able to work independently. - Proven attention to detail, follow-through skills and problem-solving skills. Working Conditions/Physical Effort - Prolonged periods of sitting at a desk and working on a computer. - Must be able to lift 15 pounds at times. - Normal degree of physical effort in a typical office environment with comfortable, constant temperatures and absence of objectionable elements. - May be required to work remotely. Disability Accommodation Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at recruiting@zenith-american.com, and we would be happy to assist you. Company Description Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before. - We believe the best way to realize our better systems for better service philosophy is to hire the best employees. - We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. - If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American! Benefits - Health, vision, and dental coverage. - A retirement savings 401(k) plan with company match. - Paid time off (PTO). - Great opportunities for growth. - Much, much more!

Role Description We're looking for a detail oriented Vacation Planning Specialist to assist clients with organizing memorable travel experiences while managing booking details, itineraries, and travel coordination. This remote opportunity is perfect for someone who enjoys planning, customer service, and creating organized travel experiences. In this role, you'll use established tools and training to coordinate travel plans, research destinations, and ensure every reservation is completed accurately. What You'll Do - Assist with vacation planning and destination research - Coordinate travel bookings and itineraries - Organize transportation and accommodations - Communicate with clients regarding travel preferences - Monitor booking updates and confirmations - Maintain organized client records - Ensure every itinerary is complete and accurate Qualifications - Strong organizational skills - Excellent written and verbal communication - Passion for travel and customer service - Experience in hospitality, customer service, scheduling, or administration preferred - Self motivated and dependable - Must be a citizen of the US, UK, Australia, Mexico, Spain, or LATAM Benefits - Flexible remote work - Ongoing training and development - Supportive team culture - Opportunities to expand travel industry knowledge - Structured systems for success

Role Description To complete implementation of client programs and to facilitate transition to field operations and account management colleagues at the conclusion of the project. - Participates in oral presentations. - Prepares and manages project plan through conclusion. - Identifies required resources. - Assigns duties/responsibilities to team participants. - Communicates activity progress to involved parties. - Resolves issues that arise. - Distributes minutes of meetings timely and accurately. - Responsible for smooth transition of program to permanent colleagues. - Possesses complete understanding of program design, processes, client expectations and partner relationships. - Supports the organization's policies and programs. Qualifications - Bachelor's degree from an accredited college or university preferred. - Eight (8) years of related experience or equivalent combination of education and experience required to include six (6) years of office operations supervisory or management experience. - Excellent oral and written communication, including presentation skills. - PC literate, including Microsoft Office products. - Leadership/management/motivational skills. - Analytical and interpretive skills. - Strong organizational skills. - Excellent interpersonal skills. - Excellent negotiation skills. - Ability to work in a team environment. - Ability to meet or exceed Performance Competencies. Requirements - Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines. - Physical: Computer keyboarding, travel as required. - Auditory/Visual: Hearing, vision and talking. Benefits - Consideration will be given to reasonable accommodations when applicable and appropriate.

Role Description We’re seeking experienced Implementation professionals who thrive in ambiguity and can guide clients to activation. As an Implementation Manager, you will own the post-sale onboarding journey, guiding clients from signed contract to full activation (3% activation rate target). You’ll work cross-functionally with Sales, Operations, Product, Legal, and Client Success to ensure smooth, scalable implementations. What You'll Do - Lead clients through the full implementation funnel: discovery → onboarding → activation → handoff. - Conduct thorough discovery to uncover client goals, needs, and potential roadblocks; proactively handle objections. - Deliver targeted training and hands-on guidance with Property Managers for Resident Benefits Package (RBP) setup and usage. - Ensure clients deliver on their commitments and stay on track through the journey. - Partner closely with Sales to ensure alignment on deliverables and expectations. - Build trust and credibility with stakeholders at all levels; communicate tactfully and manage changing expectations. - Manage projects end-to-end: set timelines, coordinate stakeholders, and drive accountability. - Navigate ambiguity effectively, solving problems in fast-paced, evolving environments. - Serve as a process consultant—building, refining, and scaling implementation workflows. - Use tech tools (CRM, automation, AI-powered platforms) to enhance efficiency and client experience. Qualifications - 2+ years of direct implementation experience at a tech-enabled or transactional business; PropTech background is a strong plus. - Proven ability to lead clients through implementation or onboarding processes that involve change management. - Skilled at holding clients accountable to agreed deliverables and timelines. - Strong in discovery, objection handling, and consultative client engagement. - High emotional intelligence with excellent stakeholder management and communication skills. - Big-picture thinker - able to understand end-to-end processes and data flows across functions. - Proactive, self-driven, and able to operate in fast-moving, ambiguous environments. - Passionate about designing scalable processes and driving operational excellence. - Comfortable collaborating cross-functionally (Sales, Product, Operations, CS). - Experience with property management tech (Appfolio, Yardi, Buildium, etc.) a bonus—but not mandatory. - Committed to enhancing diversity and inclusion within your team and organization. - Willing to work 8:00am - 5:00pm Pacific Standard Time. Requirements - Hands-on experience in PropTech or real estate transactions. - Familiarity integrating AI into onboarding/process workflows. - Experience with CRM, project management, or sales enablement tools (e.g., Salesforce, Monday.com, Gong). Benefits - Health First: Medical, Dental, Vision, Life Insurance, & 401K Plan. - Location: Work remotely from anywhere in the US. - Flexibility: Open PTO and sick days. - The Product: Beyond the awards and 5-star reviews, our clients and customers love what they can do with a fully managed RBP. - Diverse, Inclusive Culture: We embrace employees from all backgrounds with openness and respect. - Training: A supportive team to help you grow your career and unlock your full potential. - Growth: The opportunity to get in on the ground floor of a fast-growing startup that’s designing and developing an exciting category.