• Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. • Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients. • Provide effective verbal and written communications in a clear, concise and informative manner. • Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable. • Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations. • Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan. • Assist clients with Service and IRS Plan terminations. • Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions. • Complete/Assist with payroll processing as required by the products assigned. • Accountable for all aspects of valuation reports, participant statements and annual testing. • Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g). • Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable. • Review distribution paperwork and coordinate processing of distributions with asset holder. • Review loan paperwork and coordinate processing of loans with asset holder. • Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing. • Assist auditors if a plan is subject to an audit. • Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit. • Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys). • As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business. • Assist with other tasks and projects as assigned.

Role Description In this role, you will design and lead change management strategies that help law firms and corporate legal departments successfully adopt and scale their use of Syllo. You will work directly with strategic clients at all levels of their organization, and partner internally with Sales, Account Management, and Training to ensure transformation efforts are aligned with the broader client relationship and drive measurable adoption. - Design and execute enterprise-wide change management strategies: - Address the people, process, and technology dimensions of adoption. - Serve as a trusted advisor: - Engage stakeholders at all levels of a client organization, from practicing attorneys and legal operations teams to General Counsel and C-suite executives. - Partner on transformation: - Collaborate with Sales and Account Management to identify transformation opportunities and support the change management components of the sales and renewal process. - Drive enablement: - Partner with the Training team to design and deliver enablement programs, communication plans, and adoption strategies. - Develop readiness assessments: - Create stakeholder maps and tailored communication plans that reflect each client's organizational structure and culture. - Manage resistance: - Identify sources of organizational resistance and design targeted interventions to drive adoption and long-term value realization. - Lead in-person engagement: - Travel to client sites (up to 50%) to lead workshops, training sessions, and executive briefings. - Refine methodology: - Continuously improve Syllo's change management playbooks based on client outcomes and industry best practices. Qualifications - Demonstrated ability to build relationships and influence stakeholders at all levels of an organization, from end users to executive leadership. - Strong skills partnering across Sales, Account Management, and Training/Enablement functions. - Excellent communication, facilitation, and executive presence. - Proven ability to lead transformation initiatives and think about change holistically. Requirements - 10+ years of experience in change management, organizational transformation, or a related discipline. - Proven experience leading transformation initiatives within legal departments, law firms, or professional services organizations. - JD or background at a Big Four consulting firm is a plus. - Willingness and ability to travel up to 50% of the time. - Qualified to work in and resident in the United States. - Able to work in a remote environment. Benefits - Compensation: $180,000 - $225,000, depending on experience. - Medical, dental, vision, and voluntary insurance options. - Vacation, sick leave, and paid holidays. - Access to benefit counselors and fitness class reimbursements. - Annual learning and development budget and real career growth in a fast-scaling organization.

• Trabajar directamente con stakeholders, usuarios de negocio y equipos de implementación para comprender cómo opera actualmente la organización. • Identificar oportunidades de mejora y diseñar procesos futuros más eficientes, estandarizados y alineados con los objetivos del negocio. • Facilitar workshops, documentar procesos AS-IS y TO-BE, modelar flujos utilizando BPMN. • Participar en iniciativas de cambio organizacional y asesorar sobre configuraciones dentro del ecosistema Oracle. • Asegurar que los procesos diseñados correspondan con el diseño funcional y los objetivos definidos.

• Trabajar en soluciones funcionales sobre el ecosistema Oracle. • Colaborar con clientes, stakeholders y equipos técnicos para analizar requerimientos. • Diseñar arquitecturas funcionales y definir alcances. • Estimar esfuerzos de implementación y participar en preventa y definición de soluciones. • Ser el experto que participará en proyectos, accediendo a startups disruptivas y marcas globales.