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

• Provide hands-on clinical and technical support during endoscopic procedures • Become the clinical expert for the Endoscopy portfolio and deliver product training to physicians and healthcare professionals • Support the implementation and adoption of new technologies and clinical procedures • Partner with the Sales Team to promote clinical value and accelerate business growth • Build strong relationships with physicians and key stakeholders • Represent the company at congresses, workshops, and customer training events • Ensure compliance with company policies and applicable healthcare regulations.

Role Description The Senior Solution Consultant is a key member of the Solution Consulting team, responsible for driving the pre-sales process through technical expertise, product demonstrations, and solution design. This role focuses primarily on Accounts Payable (AP) automation, Reporting, and Treasury workflows, with the ability to scale expertise across additional product lines over time (Order to Cash). The Senior SC partners closely with Sales to understand prospect needs and delivers tailored demos that showcase Zone's product value — translating complex finance operations challenges into clear, solution-oriented narratives for finance stakeholders, including CFOs, Controllers, and FP&A leaders. This is a higher-value partnership role alongside Sales: the Senior SC helps lead and land larger, more complex deals. Success in this role requires strong cross-functional collaboration, a consultative mindset, and the ability to operate in a dynamic, fast-growing SaaS environment. Please note: This role requires approximately 30% travel, primarily to the UK/London. What You’ll Do - Strategic deal leadership - Lead end-to-end demonstrations for high-value complex deals, aligning technology strategy with business objectives, architecting solutions that anticipate risk, and influencing C-level stakeholders. - Gather technical requirements from the customer ahead of each demo, and partner closely with Account Executives throughout the sales cycle to define solution strategies aligned to prospect objectives, finance team workflows, and industry-specific needs — translating that into a fully customized Zone demonstration built around the client's specific challenges. - Coach junior SCs and Account Executives on value-based selling and competitive positioning in live deal situations, acting as a strategic partner — not just a demo resource — in landing larger, more complex deals. - Lead and contribute to discovery calls with other stakeholders like partners or NetSuite teams to surface critical operational pain points, helping shape customized demo strategy. - Subject-matter expertise & enablement - Develop and maintain demo environments that reflect real-world customer use cases, keeping them current with new product releases, configurations, and messaging. - Create and maintain enablement materials — demo scripts, videos, solution briefs, and internal documentation — to support consistent messaging and sales team readiness. - Mentor and upskill junior Solution Consultants by sharing demo techniques, playbooks, and ideas on deal strategy. - Own competitive intelligence for your specialty area — tracking market trends and maintaining resources (e.g., via Klue) that keep the wider SC team sharp. - Bring hands-on fluency with AI tools into how you build and deliver demos — whether through experience with AI-powered products or as an active, fluent user of AI tools in your own workflow. - Cross-functional collaboration - Collaborate with Customer Success and Professional Services to ensure a unified pre-sales experience and seamless post-sale handoff. - Partner with Product and Marketing on product and feature launches, contributing field insights, competitive trends, and roadmap feedback to inform ongoing development and go-to-market strategy. - Participate in responses to RFPs, providing timely and accurate technical input alongside Sales and Product leadership. Qualifications - 7+ years of experience in solution consulting, pre-sales, financial systems consulting, or related SaaS roles. - Exceptional candidates with fewer years will also be considered if they bring strong finance or ERP expertise. - Proven ability to hold your own in unscripted, high-stakes conversations with CFOs and finance leadership. - Familiarity with core finance and accounting workflows, particularly accounts payable, Treasury, and Reporting processes. - Expected to grow into subject-matter ownership of one specialty area beyond AP/Treasury/Reporting. - Hands-on experience with ERP or financial systems such as NetSuite, SAP, Workday, Oracle, Intacct, Tipalti, Ramp, or similar. - Strong presentation, storytelling, and written communication skills. - Comfortable with on-site, in-person presentations. - Proven consultative and problem-solving mindset. - Ability to thrive in a high-growth, fully remote, global SaaS environment. Benefits - High-velocity, fully remote, global team environment. - Autonomy as a standard, not just a perk. - High-trust flexibility, ensuring space to innovate and scale. - Benefits designed to support life beyond the screen. Company Description Zone & Company Software Consulting LLC (“Zone”) is the ERP-native AI platform for financial operations, purpose-built for organizations running on Oracle NetSuite. We are redefining how finance teams operate by delivering an AI-powered system that automates, connects, and scales financial workflows directly within the ERP. Zone enables more than 4,500 customers worldwide to run smarter, faster, and with greater accuracy. Our platform spans the full financial lifecycle, including Quote-to-Cash, Procure-to-Pay, Treasury, Payroll Management, and Record-to-Report, eliminating manual processes and unlocking real-time financial intelligence. Zone helps finance teams move beyond reactive work to proactive, strategic impact.