• Prepare applications needed to implement recommendations from advisory team in anticipation of client meetings. • Working with multiple product lines including brokerage accounts, insurance policies, mutual fund accounts, and annuities. • Track insurance applications through the underwriting process. • Monitor pending recommendation implementation, i.e. ensure that tasks are completed. • Prepare and send client paperwork associated with money movement and account services. • Process brokerage transactions as requested by advisory and planning team. • Follow-up with clients as needed to ensure that paperwork and applications are completed. • Track process of transactions and services to ensure that they are completed after paperwork is processed. • Become team expert in paperwork, transactions, and applications. • Maintain team procedures for processing transactions and paperwork. • Adapt procedures to Thrivent changes/new efficiencies. • Serve as point of contact to research and resolve processing issues with the home office. • Research and help develop procedures for new product lines/products as released. • Other duties as assigned.

Role Description The Application Consultant – BusinessPlus is responsible for implementing, configuring, training, and supporting the BusinessPlus ERP system, with a primary focus on Finance, Procurement or related modules. This role partners with clients to translate business requirements into system configurations, ensuring successful deployment and long-term system optimization. The consultant serves as a functional expert, working closely with clients, project managers, and technical teams to deliver high-quality solutions that align with business needs and compliance requirements. Responsibilities - Implementation & Configuration - Lead or support implementation of BusinessPlus modules (Finance, Procurement, and related modules). - Configure system settings, tables, and business rules based on client requirements. - Translate functional requirements into system configuration and design specifications. - Support data conversion activities, including validation and reconciliation assistance. - Client Engagement - Facilitate discovery sessions, workshops, and requirement-gathering meetings. - Provide expert guidance on best practices and system capabilities. - Act as a trusted advisor to clients throughout implementation and post-go-live. - Manage client expectations and communicate progress, risks, and issues. - Testing & Validation - Develop and execute test plans, including unit, system, and UAT support. - Troubleshoot functional issues and collaborate with technical teams for resolution. - Ensure system configurations meet business and compliance requirements. - Training & Documentation - Develop training materials and deliver end-user and administrator training. - Create and maintain clear documentation, including process flows and configuration guides. - Support knowledge transfer to clients and internal teams. - Post-Go-Live Support - Provide go-live support and stabilization assistance. - Assist with issue resolution, enhancements, and optimization requests. - Support ongoing client adoption and system improvements. Qualifications - Bachelor’s degree in Business, Information Systems, Finance, or related field (or equivalent experience). - 3–7+ years of experience implementing or supporting ERP systems. - Hands-on experience with BusinessPlus (preferred) or similar ERP platforms. - Strong functional knowledge in at least one area: Finance (GL, AP, AR, Budgeting). - Experience with data conversion, testing, and system configuration. - Strong analytical, problem-solving, and troubleshooting skills. Requirements - Minimum of 5+ years of relevant and related work experience. - Bachelor’s degree or equivalent, or equivalent years of relevant work experience. - Travel occasionally, up to 25-30%, for key moments such as team summits, training, customer meetings, company events, etc., with increased frequency during peak periods based on business demands. - Additional experience may be substituted for an advanced degree. Preferred Qualifications - Experience working with public sector or K-12 clients. - Familiarity with payroll compliance requirements (multi-state preferred). - Knowledge of reporting tools and queries within BusinessPlus. - Exposure to integrations, interfaces, or data migration tools. - Project implementation experience in a consulting environment. Benefits - Comprehensive Insurance Coverage (including Medical, Dental, Vision, Pharmacy benefits, Life Insurance and AD&D). - Flexible Spending Accounts and Health Savings Accounts. - Short-Term Disability and Long-Term Disability. - Comprehensive 401(k) plan. - Generous Parental Leave. - Unrestricted paid time off (known as Discretionary Time Off - DTO). - Wellness Program, including ClassPass & Employee Assistance Program. - Tuition Reimbursement. - Optional Benefits: Pet Insurance, Identity Theft Protection, Student Debt Repayment Program and Prepaid Legal coverage. - A reasonable estimate of the base compensation range for this position is $70,000 - $101,500 USD.

• Own the end-to-end client experience across the products and platforms supported by Ondo, consolidating today’s separate support efforts into one organization with shared standards, SLAs, and metrics • Build and lead Platform Support, including 24/7 primary live support; Onboarding & Verification, including the inbound KYC front line; and Private Client Services, while maintaining a close partnership with Solutions Engineering • Design the follow-the-sun coverage model, set SLA targets by product, platform, and client tier, and own the headcount plan against volume forecasts • Partner with Compliance on Onboarding & Verification, owning the front line and packaging clean cases for KYB, KYC, and EDD review • Coordinate the flow of product and platform changes and support the commercialization of launches, including feature releases, maintenance periods, and trading announcements • Own the operating cadence, including daily queue and coverage checks, weekly team and cross-functional triage, monthly business reviews, and quarterly staffing and strategy planning, as well as the dashboards supporting those processes • Lead the consolidation of support tooling and own the Client Solutions internal-tools roadmap

Role Description Do you enjoy organizing details, helping people plan meaningful vacations, and delivering outstanding customer service? We are expanding our remote team and seeking motivated, detail-oriented individuals to join us as Travel Services Coordinator. In this role, you'll work closely with clients to coordinate travel arrangements, research vacation opportunities, and provide personalized assistance throughout the planning process. If you enjoy problem-solving, multitasking, and creating smooth travel experiences, this flexible remote opportunity offers an exciting path for professional growth. - Consult with clients to learn about their travel interests, preferred destinations, schedules, and budgets - Research hotels, resorts, cruises, vacation packages, transportation, tours, and local attractions - Develop personalized travel recommendations based on each client's preferences and vacation goals - Coordinate reservations, itinerary planning, and travel services through approved booking platforms - Prepare and distribute travel itineraries, booking confirmations, and important travel documentation - Assist clients with itinerary revisions, reservation updates, cancellations, and special travel requests - Review reservation details to help ensure travel arrangements are accurate before departure - Communicate with travelers throughout the planning process to provide updates and helpful guidance - Maintain organized client profiles, reservation records, and communication history within company systems - Utilize preferred supplier relationships and internal resources to provide exceptional travel support - Participate in ongoing destination education, supplier training, and professional development programs Qualifications - Excellent written and verbal communication skills - Strong customer service and relationship-building abilities - Exceptional organizational and time-management skills - Ability to manage multiple priorities while maintaining a high level of accuracy - Comfortable using web-based booking platforms, digital applications, and virtual communication tools - Professional, dependable, and solution-oriented mindset - Strong analytical, organizational, and problem-solving abilities - Self-motivated with the ability to work independently - Reliable internet connection and basic computer proficiency - Must be at least 18 years of age - Must be legally authorized to work and reside in the United States, United Kingdom, Mexico, Australia, Spain, or other approved regions Benefits - 100% remote work opportunity - Flexible scheduling options - Comprehensive onboarding and structured training - Ongoing mentorship and leadership support - Opportunities for career advancement and professional development - Performance-based recognition and incentive opportunities - Travel discounts and exclusive industry-related perks - Supportive and collaborative virtual team culture - Access to continuing education and learning resources Who Is an Excellent Fit? - Individuals who are often successful in this opportunity: - Enjoy helping others create seamless and memorable travel experiences - Build trust by delivering responsive, professional, and personalized service - Stay organized while managing multiple client itineraries and travel requests - Adapt quickly to changing travel plans and evolving client needs - Demonstrate accountability, initiative, and strong follow-through - Have an interest in travel, hospitality, tourism, travel coordination, customer service, client support, or flexible remote career opportunities