• Lead workshops to gather, analyse, and validate client requirements • Design and configure SAP SuccessFactors Time Off and Time Tracking solutions • Provide expert guidance on time management best practices and solution capabilities • Prepare functional specifications, configuration workbooks, testing scripts, and project documentation • Support data migration, integration design, and end-to-end testing activities • Manage client relationships and act as a trusted advisor throughout project lifecycles • Identify risks, issues, and opportunities, providing proactive recommendations • Contribute to pre-sales activities, solution demonstrations, and proposal development • Mentor and support junior consultants within the SuccessFactors practice • Stay current with SAP SuccessFactors roadmap developments and industry trends

• Support impactful projects that benefit our country • Responsible for scoping, assessing, leading, designing, and delivering customer implementation projects • Create supporting technical documentation for customer migration workloads to enterprise cloud solutions • Maintain knowledge of Azure platforms and Entra ID to guide customers and teams

Role Description The Benefits Consultant is responsible for ongoing customer strategy, service, and retention. This includes: - Assessing customer needs - Managing relationships with insurance carrier and general agent partners - Managing and placing customer benefit programs - Partnering with internal stakeholders to ensure customer success Qualifications - Experience working in benefits consulting - Managing a book of customers - Working with insurance carriers & vendors to build benefit solutions - Exceptional analytical, communication, and relationship building skills - Excited to join a fast-growing benefits brokerage Requirements - 3 to 5 years of benefits consulting or account management experience - Demonstrated success in managing a substantial book of business - Strong proficiency in benefits and renewal workflow management - Life & Health Producer’s License - Working knowledge of MS Excel, Word, and PowerPoint Benefits - Competitive salary, estimated annual range: USD90,000 to USD115,000 - Flexible Time Off: flexible vacation policy and paid company holidays - Remote-first environment: 100% remote (must be based in the US) - Health Benefits: Medical/Dental/Vision, HSA & FSA, HRA, Life, Disability, & Employee Assistance Program - Wellness Benefits: Headspace, Wellhub, Rocket Lawyer, One Medical Membership, Kindbody, Financial education with Betterment - Stock Options: All full-time employees are granted stock options - Remote Work Stipend: A $1,000 WFH Stipend - Paid Parental & Bonding Leave - Employee Referral Bonus Program

• Ensure all Order Entry processes are followed • Utilize company systems (Driveworks) to gather general PO’s and identify missing information • Contact customers when necessary for any potential order discrepancies • Gather customer information, fulfill customer needs, educate the customer where applicable, and document interactions by entering all contacts, conversations, and quotes into the appropriate system • Support continuous improvements in order entry quality, efficiencies, productivity, and procedural changes • Embrace a cross-training culture with a willingness to learn other jobs or tasks within the Sales Department • Continue to participate in system and product training workshops to enhance knowledge