• Own HIPAA-compliant source-of-truth artifacts. Serve as the accountable owner for several Excel-based artifacts that govern Medicare claims business rules, edits, code sets, or requirements. • Maintain version control, change history, and documentation so these remain authoritative and audit-ready, and handle all content in accordance with HIPAA and CMS data-handling requirements. • Apply deep Medicare claims expertise. Act as the subject matter expert on CMS Medicare Part A (institutional, hospice, home health) and Part B (professional, outpatient, DME) claims processing, including how claims are edited, and use that expertise to evaluate the downstream impact of every proposed change. • Validate changes internally. Review and validate proposed updates to the spreadsheets before they go out, confirming they're accurate, internally consistent, and aligned with CMS policy and program requirements. • Identify discrepancies, edge cases, and ripple effects early. • Communicate changes externally. Be responsible for sharing validated changes with external stakeholders, including CMS counterparts, in a clear, well-documented, and timely way. • Maintain the narrative around what changed, why, and what it affects. • Bridge product and engineering. Partner closely with the Product Manager to translate policy and program needs into clear requirements, and work directly with Engineering leadership to ensure those requirements are understood, technically feasible, and implemented faithfully. • Surface tradeoffs and risks so decisions get made with the full picture. • Keep everyone aligned. Facilitate the flow of information across functions—reducing ambiguity, documenting decisions, and ensuring that policy, product, and engineering stay in sync as the work evolves.

• Coordinate the overall Solutions Design Process for client studies. • Review clinical trial protocols to identify solution needs and define study-specific eCOA designs. • Gather sponsor requirements and recommend Clario’s best design components to meet study needs. • Create and maintain design specifications ensuring consistency across data capture, delivery, and database structures. • Collaborate with Project Management, Data Management, Product, and Clinical Systems Translation & Licensing (CSTL) to align on requirements and data integrity. • Present solution designs during internal and external milestone meetings. • Support project scoping, change control, and testing processes as needed. • Contribute to product and process improvement initiatives. • Maintain organized documentation and support study tracking efforts.

• Business Analysts are responsible for bridging the gap between technology and the business by assessing and improving processes and systems through analysis, stakeholder engagement, and identification of improvement opportunities. • Elicit, analyze, document, and validate business, policy, technical, operational, and functional requirements. • Develop and maintain user stories, acceptance criteria, functional specifications, process documentation, and requirements traceability. • Collaborate with business stakeholders, child welfare subject matter experts, implementation vendors, and technical teams throughout discovery, design reviews, and project delivery activities. • Support backlog refinement, prioritization, and management activities to align solution delivery with business objectives and stakeholder needs. • Guide teams in the application of Agile principles and practices throughout project delivery, fostering an Agile mindset through planning, collaboration, and continuous improvement. • Support Scrum ceremonies, stakeholder engagement, and coordination across project teams. • Analyze business processes, business metrics, and related data to identify issues, gaps, inefficiencies, risks, and opportunities for improvement. • Support system testing, user acceptance testing, and data validation activities. • Maintain system documentation, project documentation, and project metrics. • Assist in the development and execution of project governance, business analysis, and delivery processes that support successful CCWIS modernization.

Role Description We are currently seeking a 401(k) New Business Analyst to join our New Business team. This team is responsible for establishing new clients on Employee Fiduciary's systems and ensuring a smooth and accurate onboarding process. This is an excellent opportunity for an individual looking to build a career in the retirement plan industry. No prior 401(k) experience is required, making this an ideal entry-level position for a motivated candidate eager to learn and grow. The New Business Analyst is responsible for setting up new retirement plans and related data within Employee Fiduciary's systems. This role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities while maintaining a high level of accuracy and customer service. - Learn and maintain proficiency in all software required to perform job responsibilities, including Relius Administration. - Establish and maintain new retirement plans within Employee Fiduciary systems, including Relius Administration, Matrix Trust Company, and CRM platforms. - Prepare enrollment materials, participant notices, and other onboarding documents for clients. - Enter employee census information and conversion data into Relius Administration. - Maintain organized and accurate electronic records in accordance with departmental standards. - Assist with special projects and additional duties as assigned. - Comply with all company policies, procedures, and operational standards. Qualifications - Advanced proficiency in Microsoft Excel and working knowledge of Microsoft Office applications. - Ability to quickly learn and become proficient in Relius Administration, CRM systems, and other company software. - Strong attention to detail and commitment to accuracy. - Excellent organizational and time management skills. - Ability to effectively manage multiple priorities and meet deadlines in a fast-paced environment. - Strong written and verbal communication skills. - Ability to work collaboratively and maintain positive working relationships with clients and coworkers. - Proficiency in reading, writing, and communicating in English. - Ability to use standard office equipment and technology. Requirements - A bachelor's degree in Business or a related field is preferred; however, candidates with one or more years of experience in the third-party administration (TPA) and/or retirement plan recordkeeping industry will also be considered. - Advanced proficiency in Microsoft Excel required. - Experience with Relius Administration or similar retirement plan administration software is a plus. Benefits - Opportunity to build a long-term career in the retirement plan industry. - Collaborative and supportive team environment. - Exposure to retirement plan administration, compliance, and client onboarding processes. - Opportunities for professional development and growth within a rapidly expanding organization.