• Own end-to-end configuration of Salesforce CPQ and/or ARM solutions including product catalog, pricing rules, discount schedules, approval workflows, amendments, renewals, and order management • Participate in requirements gathering sessions and translate business needs into documented functional specifications • Conduct solution design and gap analysis for CPQ/ARM workstreams on net-new implementations and optimization engagements • Build and maintain configuration documentation, testing artifacts, and handoff materials • Support UAT, go-live preparation, and hypercare activities • Serve as a day-to-day point of contact for assigned workstreams; facilitate working sessions with client stakeholders including Sales Ops, Finance, and IT • Proactively surface risks, blockers, and scope considerations to the engagement lead • Communicate clearly with both technical and non-technical audiences • Contribute to the development of reusable assets, accelerators, and internal knowledge base documentation • Participate in pre-sales discovery and scoping for new Revenue Cloud opportunities

• Achieve the operations and business performance goals for Franchisees • Facilitate Annual Planning and Franchise Business Review process • Align priority areas with Franchisee to drive the business • Develop plan to coach Franchisee through regular check-ins • Track and review data and analytics to guide Franchisee actions • Provide support during remodel and new store openings • Facilitate communications between Franchisee and applicable cross-functional partners • Monitor and support the execution of local marketing plans

• Ensure our retail partners receive exceptional day-to-day support. • Own the onboarding process and ongoing engagement with stores. • Drive change management and adoption during onboarding. • Proactively address customer challenges and prioritize enhancement requests. • Serve as a strategic advisor to quantify improvements in store operations.

Role Description The Vocational Rehabilitation Specialist is a frontline professional resource within the Vocational Services Department who applies accredited rehabilitation counseling expertise to support absence management and disability insurance services delivered under employer-based group benefit policies and contracts. This role provides vocational, occupational, and workplace accommodation expertise across multiple functional areas, including: - Pre-Disability and ADA accommodations - Short-Term and Long-Term Disability return-to-work services - Vocational analyses and reporting - Participation in live claim staffings This role requires in-depth practical expertise, independent problem-solving, sound professional judgment, and the ability to serve as a reliable vocational resource for internal and external clients, partners, and customers. What You’ll Do - Vocational Expertise and Analysis - Analyze occupational, vocational, and labor market information to support disability, accommodation, and return-to-work decision-making. - Complete vocational analyses and reports, including own occupation analyses and transferable skills analyses. - Interpret medical, vocational, occupational, and functional information within the context of policy definitions and program guidelines. - Document professional opinions, findings, and rationale in claims and vocational systems. - Return-to-Work and Stay-at-Work Services - Provide direct vocational rehabilitation services to employees of client organizations. - Conduct telephonic or virtual vocational interviews. - Collaborate with customers, employers, health care providers, and internal partners. - Support employer accommodation and modified duty discussions. - ADA, Pre-Disability, and Workplace Accommodation Support - Apply working knowledge of ADA concepts and workplace accommodations. - Analyze job duties and functional requirements to identify potential accommodations. - Communicate vocational and accommodation considerations clearly. - Live Claim Staffing and Collaboration - Participate in live claim staffings and consultations. - Provide real-time vocational input related to occupational demands. - Serve as a subject matter resource for vocational concepts and industry practices. - Collaboration, Quality, and Continuous Improvement - Work independently while collaborating closely with vocational peers and claims teams. - Apply established best practices and quality standards. - Identify trends, issues, or opportunities for improvement. - Participate in training, onboarding, calibration, and professional development activities. Qualifications - Master’s degree in Rehabilitation Counseling or a closely related field. - Active Certification as a Rehabilitation Counselor (CRC). - Demonstrated vocational rehabilitation counseling experience. - Strong working knowledge of occupational classification systems. - Ability to assimilate and apply policy language and vocational standards. - Proficiency with Microsoft Word, Outlook, SharePoint. - Strong written and verbal communication skills. - Effective time management and ability to manage competing priorities. - Commitment to ethical practice in accordance with company standards. Requirements - Experience supporting ADA accommodations and the interactive process. - Experience completing own occupation analyses and transferable skills analyses. - Additional relevant licenses or certifications (e.g., LPC, CVE, CCM, CDMS, CEAS). - Experience providing job retention, stay-at-work, or return-to-work services. - Experience working within a Continuous Improvement (CI) Management System. Benefits - Full package of benefits for employees. - Unique offerings for a modern workforce, including leave programs and adoption assistance. - Student loan repayment programs. - Annual discretionary bonus eligibility. Company Description Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life’s legacy of being there when we’re needed most.