Role Description We are seeking a results-driven Consultant, ERP who will play a critical, hands-on role in leading and executing client implementations within the ERP team. This role is responsible for end-to-end ERP implementation, system configuration, client training, and ongoing support, while also owning project tracking, deliverables, and deadlines. By combining technical expertise, problem-solving, and strong client communication, this consultant ensures that projects are executed successfully and deliver measurable value to clients. The Consultant, ERP will also contribute to solution design, process optimization, and revenue growth through client relationship management and business development support. A portion of your role will involve billable client work, including direct client interactions, where you will leverage your accounting and advisory expertise to deliver services and will be expected to meet defined utilization and project delivery targets while maintaining high client satisfaction. This position will report to the Team Manager(s), ERP. This position can be located in either our office in Cape Town, Durban, or the ability to work remotely in the Gauteng province with ability to travel to the Cape Town office as needed. Key Responsibilities - Global Support: - This role operates within a global framework requiring availability to support teams and meet deadlines across different time zones with international partners. - May participate in industry conferences and global networking groups to drive business growth. - Focus on expanding services and identifying market opportunities that align with evolving client needs, ensuring both regional and international relevance. - Client Implementation & Delivery: - Own project lifecycle for assigned ERP implementations, including planning, tracking, and completion of deliverables. - Configure ERP systems (e.g., Sage Intacct, Sage 300) based on client requirements. - Conduct testing, troubleshooting, and system validation to ensure accurate setup and functionality. - Lead client training sessions and provide documentation for system use. - Maintain billable utilization and meet project deadlines with accuracy and consistency. - Project Tracking & Accountability: - Track all assigned project tasks in the ERP team’s system of record, ensuring visibility on progress, risks, and blockers. - Communicate proactively with clients and internal stakeholders regarding timelines and deliverables. - Flag scope changes and risks early, providing recommendations for resolution. - Client Relationship Management: - Build trusted relationships with clients, ensuring strong communication throughout implementation. - Act as a point of contact for support questions or escalations during projects. - Identify opportunities for client growth and process improvements. - Collaboration & Knowledge Sharing: - Work closely with senior consultants, project leads, and managers to support team success. - Contribute to documentation of processes, lessons learned, and best practices. - Participate in internal training to strengthen ERP delivery skills. - Cross-Functional Support & Client Retention: - Collaborate with other departments, including Sales and Finance, to support smooth service operations. - Assist Sales in driving new business opportunities and upselling ERP services. - Provide technical assistance where needed to ensure cross-functional success. - Work closely with the Sales team to establish strong client communication strategies, ensuring regular engagement. - Intervene in client disputes or concerns that need to be managed at the team manager level, ensuring quick resolution. - Client Engagement & Project Contribution: - Maintain minimum billable hours as defined by leadership. - Provide strategic recommendations to improve clients’ efficiency. - Collaborate with sales/account management teams to align deliverables with scope and client expectations. - Identify service expansion opportunities and areas of client value. - Innovation & Change Management Support: - Actively participate in a culture of innovation, encouraging the adoption of new technologies and approaches that improve client service and operational effectiveness. - Support the ERP team through organizational and technological changes, ensuring a smooth transition to new systems and processes while maintaining productivity. - Continuous Improvement & Innovation: - Identify opportunities for improving internal processes, systems, and service offerings, driving innovation and enhancing the overall efficiency and effectiveness of the Implementation Team. - Stay abreast of the latest industry trends, and emerging technologies to provide informed recommendations and maintain a competitive edge. Qualifications - 3+ years experience in ERP implementations, with direct configuration and delivery responsibility or related professional services. - Bachelor’s degree in Business Administration-Accounting, Finance, Information Technology, or related field or in lieu of degree 5+ years of relevant experience. - Strong expertise in ERP systems and compliance processes. - 3+ years of Intacct experience. - 3+ years working in a multi-client, multi-time zone environment. - Experience in managing teams, developing training programs, and optimizing workforce productivity. - Excellent communication and interpersonal skills, with the ability to collaborate cross-functionally. Preferred Experience - Demonstrated success in supporting operational efficiency, process improvements, and cost optimization. - Experience working with teams within a remote global or multi-regional environment. - Background in process automation and payroll technology solutions. - Experience using Asana, Monday, or Task Document Management systems. - Strong experience in client retention strategies and business development initiatives. Work Environment Work can take place either in an open office setting or remote setting with the expectation to travel onsite based on business and management needs. This is a full-time position that requires the ability to work a flexible and regular full-time schedule. It requires the ability to sit and work at a computer for extended periods of time and communicate effectively with a diverse audience in person, by phone and by computer. About Us TydeCo is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We encourage applications from qualified candidates of all backgrounds, regardless of race, religion, sex, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, pregnancy, maternity, or any other legally protected characteristics. We reserve the right to not fill this role.

Title: Participant Engagement Consultant Location: Charlotte United States Job Description: Full time Remote Ascensus Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Responsible for planning and implementing the participant communication and engagement strategy for retirement plans sold and serviced by Ascensus. Represent Ascensus as the subject-matter-expert and primary point of contact in developing effective participant education programs for plan sponsors and participants. Conduct participant communication meetings and organize all forms of participant communication mediums with a goal to produce measurable results. Actively participate in RIS new business efforts, presenting in sales presentations for prospects and annual relationship reviews with existing clients. Act as liaison between RIS and IRM partners to generate referral opportunities and execute on other department initiatives. Essential Responsibilities: - Keep abreast of laws, regulations and trends and other issues that may affect plan participation. - Develop a broad understanding and ability to present effectively our capabilities relating to retirement readiness and IRM efforts across Ascensus. - Consult with prospects and plan sponsors to develop a communication strategy that will drive positive results and meet the needs of plan participants considering the demographics of the workforce and education levels of participants. - Establish and conduct retirement readiness, enrollment, conversion and other financial education meetings, webinars and Leadership Training programs according to guidelines. - Maximize participation in the Plan and increase participant savings rates. Track, gather, evaluate and report meeting results. - Work directly with the Plan Sponsor and Client Relationship Manager on the most effective education medium for each Plan and offer recommendations. - Independently create plan specific presentation content referencing legal plan documents, Summary Plan Descriptions and Investment Policy Statements. - Provide basic retirement planning, investment and financial wellness education including workshop-based seminars, targeted mailing campaigns, webinars and videos. - Ensure that Plan Sponsors and participants receive a quality communication meeting through the completion of regular client and participant surveys. - Report participant communication activity for all programs conducted and ensure that appropriate fees are assessed. - Actively participate in new business efforts including developing and lead the participant communication services portion in presentations for prospects. - Look for cross selling opportunities within existing client relationships to improve the participant experience and bring additional revenue and/or referral opportunities. - Assist with special participant communication team projects and serve as a mentor and resource for new communications specialist team members. Minimum Required Skills or Competencies: - Bachelor's degree or equivalent education and related training - Bilingual English and Spanish - 2-3 years of experience in defined contribution industry or related field - Series 65 license preferred (Registered Investment Advisor) - Accreditation in employee benefits, investments or equivalent (ASPPA examinations) - Excellent written and verbal communication skills - Consultative selling skills - Experienced public speaking and presentation skills - Project management skills, including the ability to multitask and organize priorities - Proficient in the use of computers and various software applications - Ability to travel, occasionally overnight Preferred Skills or Competencies: - Public speaking or presentation skills - 2-3 years of direct experience as a Participant Engagement Consultant for employee benefit accounts - A solid foundation and understanding of 401(k) plan administration and regulations - Proven written skills and the ability to develop effective presentations Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Silver Consultant Location: Greensboro United States Full time Full time Job Description: Add to favorites View favorites FuturePlan is the nations largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industrys largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Management of TPA and direct client relationships focusing on Silver service model Cash Balance plans to foster strong client retention and create raving fan clients. Manage and negotiate workflow of client projects ensuring client expectations are effectively established and met. Section 2: Job Functions, Essential Duties and Responsibilities - Manage a book of business as defined in the annual goals. - Request and follow-up data, trust, documents, and other information needed to complete our work in a timely fashion and minimize rushes. - Assign appropriate tasks in Workflow and manage due dates with clients and specialists. - Monitor Workflow reports for routine follow up tasks. - Work with assigned Specialists to ensure Normal Recurring Services is completed within our service standards. - Work with assigned Specialists to ensure Other Services are completed by agreed upon due date with client. - Provide answers and solutions to problems Specialists encounter. - Ensure all client phone calls and emails are responded to within the same business day but no later than 24 business hours. - Build strong relationships with each client and TPA and ensure needs are being met. - Manage changes of client needs and expectations and changes taking place within clients firm. - Be the main contact for our clients, advisors, CPAs and attorneys who are involved with the plans for strategic plan issues. - Be the first to be contacted by a client when they have consulting/strategic issues regarding the plans. - Identify and define clients problems. Listen for issues that client is facing and find appropriate solutions for them. - Achieve above 9+ average ratings on client survey forms. Maintain a good relationship with each client. - Draft client communication materials including email templates and client memos. - Seek out value add occasions by looking for opportunities to provide additional services to clients and bill for those services. - Prepare Client Authorization Forms for additional special service projects. - Prepare and send client communications regarding events or issues, including changes in the law and regulations that may affect their plans - Enter consulting time in time keeping system daily. - Ensure client service agreements are up-to-date. - Complete billing by processing assigned invoicing within 5 business days of receipt from Accounting. - Communicate and resolve billing issues with senior management. - Collect outstanding invoices by working with Accounting. Monitor the Aging report and follow up when talking with the client and outstanding invoices. Ideal days-sales-outstanding (DSO) is less than 35 days. - Attend appropriate training sessions to stay abreast of current pension law and retirement industry practices. - Keep current on all aspects of retirement plan consulting by reading circulated emails and papers on technical/investment issues. - Provide back up to other teams as assigned. - Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. - Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. - Assist with other tasks and projects as assigned Supervision Reports to Director, Client Development Section 3: Experience, Skills, Knowledge Requirements EXPERIENCE NEEDED - Minimum five years of experience in the retirement plan industry. - Excellent understanding of plan administration, compliance testing and pension law. SKILLS AND REQUIREMENTS - Ability to work independently and be comfortable making decisions on client issues - Good business sense to understand clients business needs - Excellent verbal and written communication skills, including the ability to communicate technical ideas - Strong computer skills (Windows, Word, Excel) - Detail-oriented and accurate - Self-starter who will take responsibility for completing tasks in a timely fashion - Ability to juggle multiple tasks and prioritize - Commitment to ongoing retirement industry related education - Team player with a positive, friendly attitude and a strong desire to grow with the firm - Strong administrative and organizational skills - Professional phone manner and excellent interpersonal skills PHYSICAL DEMANDS - Must be able to sit for long periods (at least 8 hours per day). - Must be able to work on a computer at least 8 hours per day (includes looking at a monitor, and typing using a keyboard and mouse). - Able to use computer and talk on telephone at the same time. EDUCATION/TRAINING NEEDED - B.A./B.S. preferred - Working towards ASPPA or EA designations preferred. We are proud to be an Equal Opportunity Employer

Quality Consultant Location: Lincoln United States Requisition number: 2357219 Job category: Technology Overtime status: Exempt Travel: No Remote Job Description: Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. Proceed Finance, part of the Optum family of businesses, is a Nebraska-based financial technology company and a leader in patient financing. We help make life-changing medical and dental treatments more accessible by delivering innovative, transparent financing solutions that improve affordability and simplify the patient financial experience. At Proceed Finance, you'll join a collaborative, mission-driven team focused on creating meaningful impact for patients, providers, and partners-bringing care and financial solutions together in smarter, more connected ways. Primary Responsibilities: - Execute User Acceptance Testing (UAT) for system enhancements, new features, and configuration changes prior to production release - Validate system functionality against documented business requirements, acceptance criteria, and credit policy guidelines - Create and execute detailed test plans, test cases, and test scripts, including positive, negative, and edge case scenarios - Test and validate credit and underwriting configurations, such as policy rules, score thresholds, pricing, tiering, and eligibility logic - Confirm underwriting outcomes align with approved business intent and policy documentation - Identify, document, and track defects or configuration issues, clearly outlining reproduction steps and expected vs actual results - Partner with Engineering and Product teams to support defect triage, retesting, and regression testing - Verify defect resolution prior to final UAT approval and production deployment - Serve as a liaison between business stakeholders (Credit, Operations, Compliance) and technical teams during testing cycles - Provide clear testing updates, defect summaries, and UAT feedback to stakeholders - Contribute to the ongoing improvement of testing processes, documentation, and standards - Support audit, compliance, or validation inquiries by providing testing evidence and system behavior documentation You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. #OptumInsightPJ Required Qualifications: - 2+ years of hands on experience executing User Acceptance Testing (UAT), Quality Assurance, or Business Systems Testing for production systems - 2+ years of experience testing credit, underwriting, or financial decisioning platforms, including configuration driven logic - Demonstrated experience translating documented business requirements and acceptance criteria into executable test plans, test cases, and validation scenarios - Experience operating within regulated financial services environments, with awareness of compliance, audit, or validation requirements - Experience testing configuration driven or rules based decisioning engines (e.g., eligibility rules, score thresholds, pricing logic) - Exposure to Agile or hybrid SDLC methodologies, including sprint based development and release cycles - Working knowledge of credit policy, underwriting workflows, or loan origination systems - Proven ability to identify, document, and track defects, including reproduction steps, expected vs actual results, and impact assessment - Proven track record of executing detailed testing with a high degree of accuracy, ensuring alignment between system behavior, business intent, and policy rules - Proven ability to manage multiple concurrent testing efforts while meeting release timelines and quality standards - Willing or ability to work onsite 5 days a week in Lincoln, NE location Preferred Qualifications: - Experience supporting testing efforts within consumer or commercial lending environments - Exposure to analytical or reporting tools such as SQL, Power BI, SAS, or R to support validation efforts *All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $72,800 to $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable. Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.