• Act as the primary client contact for Waystar solution-specific set-up and design issues during the implementation stage. • Subject Matter Expert assigned to Waystar revenue cycle implementations - ensuring the contracted deliverables are delivered in compliance with contractual terms, aligned with Waystar processes and drives a high level of client satisfaction. • Ability to manage and meet deadlines. • Establishes trusted relationships with the client project team, key influencers/stakeholders and client executive leadership. • Clearly communicates challenges/shortcomings/issues to customers by assessing causes and implications, recommending solutions and costs, and encouraging shared problem solving. • Develops and communicates a clear vision of customer success and regularly reports out on the status to all key stakeholders.

• Investigating and analyzing moderately complex, single-discipline coverage and claims referred to the Special Investigation Unit (SIU) • Conducting detailed investigations, performing background searches, taking recorded statements, interviewing witnesses, and reviewing social media activity • Evaluating whether fraud can be substantiated and supporting litigation when appropriate • Summarizing documents and maintaining accurate claim files with notes, evaluations, and decisions • Addressing moderately complex customer concerns and inquiries • Reviewing investigation findings to determine if fraud denial is warranted • Conducting thorough investigations, including background checks, and scene inspections • Utilizing analytical tools to identify and validate fraud indicators • Managing vendor relationships and monitoring performance • Making informed decisions on claims and pursuing restitution when necessary • Entering claim data into SIU systems and updating files with investigation outcomes • Returning the file to the market claims office for continued handling and settlement when fraud is not substantiated or evidence is insufficient.

• Educate individuals about 529 Plans and grow the 529 Workplace Savings Program • Consult with portfolio managers and financial advisors to evaluate tuition savings plans • Analyze the tuition financing market • Organize 529 savings plan materials and present options to clients • Conduct research and reviews market analysis reports • Serve as the point of contact for 529 college savings solutions

• The Inside Dealer Success Consultant will be responsible for consulting with clients to identify opportunities for growth, retain their business, and mitigate churn within their clients Autotrader, KBB, and KBB Instant Cash Offer portfolios. • Aim to exceed sales revenue and retention targets. • Administer sales pipeline and revenue forecasting. • Leverage a range of sales enablement tools, systems, and analytics to their fullest potential. • Proactively monitor and analyze account performance and trends to adjust dealer expectations, goals, and objectives associated with the clients Autotrader, Kelley Blue Book, and Kelley Blue Book Instant Cash Offer investment. • Lead monthly virtual meeting business reviews with active dealers within your book of business. • Analyze clients ROI goals and data for assigned book of business, with a firm understanding of media buying cycles, marketing, and target demographics. • Plan, propose, and execute strategies to generate additional business and fulfill service action plans. • Identify cross-sell and upsell opportunities within a portfolio to maximize revenue and minimize cancellations. • Leverage qualitative and quantitative data to provide dealer insights and assist in making educated business decisions. • Advocate for assigned dealers during the implementation and onboarding of solutions. • Respond and route customer issues to the appropriate resources. • Communicate account and sales information to management, the Business Development team, and the Dealer Success team. • Utilize Salesforce daily to manage client interactions, update business opportunities, and update account information. • Ensure billed revenue is collected within the designated time frame.