• Conduct consultative tax analyses focused on identifying opportunities to recover tax credits in direct and indirect taxes; • Perform tax and fiscal diagnostics, evaluating clients' documents, transactions and information to map opportunity areas; • Prepare technical studies, opinions and executive reports consolidating findings and credit estimates; • Analyze current tax legislation, case law and regulatory changes, assessing their impacts and opportunities for clients; • Work on projects involving IRPJ, CSLL, PIS, COFINS, ICMS, IPI, ISS and other taxes, also considering the impacts of the Tax Reform; • Participate in technical and consultative client meetings to present diagnostics and clarify identified opportunities; • Work collaboratively with other ROIT squads, ensuring smooth project handover to the teams responsible for the operationalization of recoveries; • Contribute to the development of scalable tax methodologies, studies and solutions, supporting the evolution of ROIT's products and services.

Role Description GOARC is hiring its first Senior Solutions Consultant. You'll be an early member of our growing GTM organization, partnering closely with executive leadership to shape how GOARC discovers, demonstrates, and technically validates enterprise opportunities. You will partner closely with Sales to run discovery, deliver tailored demonstrations, and translate complex operational requirements into clear solution recommendations. This role reports directly to the SVP of Revenue Strategy & Execution, who will provide active mentorship across solution consulting and the end-to-end customer journey. What You'll Do - Partner with Sales across discovery, qualification, solution strategy, demonstrations, and technical validation. - Lead discovery conversations that go beyond surface-level pain, uncovering operational workflows, compliance requirements, risk profiles, and the business outcomes customers are trying to achieve. - Deliver compelling product demonstrations tailored to customer objectives, industry use cases, and buying personas. - Present confidently to everyone from frontline users to plant leadership, EHS executives, IT, and executive sponsors. - Produce clear discovery summaries, workflow documentation, RFx response support, and implementation handoff materials. - Collaborate with Product and Professional Services to identify gaps, validate proposed solutions, and ensure commitments are deliverable. - Contribute to the ongoing development of discovery guides, demo scripts, use case libraries, requirements templates, and handoff standards that improve the consistency and scalability of our presales motion. - Capture field insights and feed them back to Product, Marketing, and the Customer Value & Delivery teams. Qualifications - 5+ years in Solutions Consulting, Sales Engineering, Professional Services, Implementation Consulting, Solution Architecture, or a similar customer-facing enterprise SaaS role. - Experience leading enterprise discovery and customer workshops is required. - Strong discovery skills, including the ability to ask the right questions, follow the thread, and map customer complexity to solution fit. - Demonstrated ability to deliver compelling, tailored product demonstrations to business and operational audiences. - Runs structured requirements sessions and produces documentation an implementation team can execute against without additional translation. - Strong written communication, including clear summaries, solution documentation, and customer-facing materials that do not require heavy editing. - Comfortable operating cross-functionally across Sales, Product, Services, and Customer Success. - Entrepreneurial mindset with a bias toward action and comfort creating structure where little exists today. Requirements - Experience in EHS, Control of Work, permit-to-work, operational risk management, industrial safety, manufacturing, energy, chemicals, or other asset-intensive industries. - Formal business analysis or systems analysis background: process mapping, workflow design, current-state/future-state documentation, functional requirements delivery. - Experience with value-based selling, ROI narratives, or business case development. - Familiarity with enterprise integrations, APIs, or industrial operational systems. - Prior experience supporting or bridging into post-sale implementation. Benefits - Competitive compensation - Comprehensive medical, dental, and vision coverage - 401(k) retirement savings plan - Flexible paid time off and company holidays - Professional development and industry conference opportunities - Remote-first work environment with flexibility

• Structure functional analyses, process mappings and documentation, ensuring a deep technical understanding of the client's business. • Implement advanced system configurations, ensuring compliance with business rules, integrations and operational standards. • Coordinate follow-up meetings, guiding critical project phases, analyzing risks and ensuring progress according to the project schedule. • Support clients with training and technical guidance, strengthening functional proficiency and ensuring quality in solution adoption. • Validate integrated test cases and the results of technical deliverables, guaranteeing full adherence to the gathered requirements. • Lead continuous improvement initiatives, serving as a technical reference and sharing knowledge among analysts and other consultants. • Propose adjustments, optimizations and strategic solutions to evolve implemented processes and workflows. • Design approaches for conducting negotiations in critical situations, ensuring technical soundness and client satisfaction. • Support commercial and strategic meetings, prioritizing excellence in client relationships and experience. • Consolidate technical information and essential documentation to ensure clarity, traceability and governance throughout the project.

• Build and maintain strong relationships with affiliated financial professionals (FPs). • Guide FPs in leading with formal financial planning to better serve affluent investors. • Conduct discovery meetings, facilitate data gathering, and provide strategic recommendations. • Communicate complex financial concepts clearly and effectively to FPs and their clients. • Respond promptly to advisor inquiries, assess urgency, and manage priorities accordingly. • Proactively initiate outreach to support business development and asset growth. • Partner with internal teams and product specialists (e.g., advisory, insurance, trust, alternatives) to deliver integrated planning solutions. • Collaborate with Cetera Trust Company and other departments to support holistic financial planning. • Document and share advisor interactions to ensure continuity and team alignment. • Serve as a liaison to various internal departments and product specialists (e.g., advisory, annuity, insurance, and alternative-solutions) to help ensure concerted accomplishments. • Honor promises to FPs, follow through on commitments to internal stakeholders, be receptive to constructive dialogue to drive positive change, and learn from others. • Ensure all planning recommendations and implementations adhere to regulatory requirements, internal compliance standards, and suitability guidelines, particularly when working with complex HNW strategies and alternative investments. Act as a risk-aware partner to advisors, helping them navigate fiduciary responsibilities and mitigate potential compliance issues.