A.E. Perkins

Payroll

• Maintain accurate tax records, preparing local, state, and federal tax returns, and ensuring compliance with tax regulations for Workforce Go! clients.
• Establish and manage tax filing accounts, acting as the main point of contact for both federal and state tax agencies.
• Review, validate, and adjust payroll tax documents and reports for accuracy, applying approved procedures to resolve discrepancies.
• Investigate complex payroll tax issues, providing guidance to colleagues and clients.
• Manage weekly, monthly, and quarterly reporting, as well as end-of-year tasks including W-2/W-3 processing.
• Oversee tax funding activities for clients, resolving reconciliation items to maintain timely and accurate payments.
• Maintain and continuously improve payroll tax policies, procedures, and documentation.

Payroll Tax Specialist

Sales

• Develop and execute a strategic sales plan for the assigned territory, including annual business plans with revenue and product goals.
• Identify prospective client sources and develop growth strategies using a variety of communication methods, including direct contact, client seminars, and virtual or in-person presentations.
• Stay current on industry trends, market conditions, and competitor activities to refine sales strategies.
• Deliver customized presentations and position new services, marketing ideas, and concepts to assigned brokers, ensuring a tailored approach for different audience needs.
• Build and maintain strong relationships with brokers and clients, proactively identifying opportunities to drive additional sales and strengthen partnerships.
• Represent the company at national broker conferences, marketing meetings, and other industry events to enhance brand visibility and network with key stakeholders.
• Meet or exceed annual sales objectives, continuously monitoring progress and adjusting strategies as needed.
• Maintain accurate and up-to-date records of sales activities and account interactions using Salesforce, ensuring all data is captured for tracking and reporting purposes.
• Participate in weekly sales meetings and regular CRO conference calls to review territory development, broker engagement, and the status of pending cases.
• Collaborate with the CRO and other executive leaders to align territory strategies with the overall company sales plan and organizational objectives.

Regional Vice President of Sales – Northwest

Product Specialist

• Assist internal teams by clearly explaining complex concepts related to product features, functionality, and usage.
• Serve as the primary point of contact for escalated product-related inquiries and provide expertise for resolving complex questions.
• Maintain regular communication with internal teams to assist with product questions, gather insights, and proactively support client requirements.
• Spearhead early adoption of system enhancements/changes while driving initial user feedback, understanding and validation.
• Participate in annual and larger-scale product management initiatives to support company objectives in particular as seasonal and legislative demands require.
• Notice trends and gaps in product understanding within internal teams.
• Collaborate with the training team by reporting those identified needs to proactively enhance our internal team experience.
• Achieve annual product certification to enhance efficiency in team support and ultimately promote a better customer experience.
• Maintain comprehensive case documentation providing clear resolution and ensuring information is understandable and accessible.
• Engage in special product projects as assigned, adapting to shifting priorities to meet project goals effectively.

• The Regional Sales Manager (RSM) is responsible for driving sales revenue and expanding Ameriflex's presence within an assigned territory.
• Develop and implement a strategic territory plan to achieve sales objectives.
• Manage existing customer relationships and cultivate new broker partnerships.
• Deliver customized presentations to brokers and prospective clients.
• Plan and conduct client seminars, online presentations, and in-person meetings.
• Monitor and track sales performance to meet or exceed annual revenue goals.
• Participate in weekly sales meetings to review progress and discuss regional sales strategies.
• Accurately document sales activities and client interactions using Salesforce.
• Act as a primary point of contact for brokers and clients, providing timely support.
• Work closely with the sales team and other departments to ensure alignment on territory strategies.

Regional Sales Manager – Mid-Atlantic

• Lead, manage, and coach a team of sales professionals to achieve and exceed sales targets.
• Supervise a regional sales team to meet and exceed assigned revenue and activity quotas.
• Set and monitor individual and team performance metrics, providing regular feedback and conducting formal performance reviews.
• Recruit, interview, and onboard new sales talent to expand the team's capabilities and regional presence.
• Develop and implement strategic regional sales plans that align with company goals and market opportunities.
• Manage a regional budget and sales forecast, ensuring accurate pipeline reporting and sales projections.
• Coach and mentor sales team members on effective sales methodologies, negotiation tactics, and strategic account management.
• Analyze market trends, competitor activities, and client needs to identify new business opportunities and refine sales strategies.
• Build and maintain strong, long-term relationships with key clients, brokers, and channel partners.
• Collaborate with marketing, product, and operations teams to provide market feedback and ensure customer needs are met.

Vice President of Sales – East Region

Proposal Manager

• Collaborate with Proposal Analysts and Proposal Writers throughout the entire proposal lifecycle, from intake to submission, to ensure that timelines, deliverables, and requirements are met.
• Collaborate with Proposal Analysts and Proposal Writers to monitor proposal milestones, ensure centralized documentation, and provide status updates for all assigned projects.
• Partner with Proposal Analysts and Proposal Writers to coordinate inputs from internal subject matter experts across departments, including Operations, Compliance, IT, Implementation, and Marketing.
• Schedule and support proposal kick-off, review to ensure clarity of expectations and deliverables.
• At the direction of Proposal Analysts and Proposal Writers, submit required RFX deliverables, including Letters of Intent, Intent to Bid forms, vendor registrations, confidentiality/NDAs, RFX questions, addenda acknowledgments, and related attestations, accurately and on time.
• Assist with writing and refining non-technical sections such as company overviews, key personnel resumes, organizational charts, case studies, service descriptions, and implementation schedules.
• Assist with maintaining standard proposal templates, responses, and supporting materials in proposal management systems (e.g., Loopio).
• Assist Proposal Analysts and Proposal Writers with the development of proposal responses, as needed.
• Collaborate with Proposal Analysts and Proposal Writers during the review of RFXs to ensure all requirements are fully compliant with RFX submission criteria.
• Uphold A.E. Perkins’ standards for accuracy, confidentiality, and audit-ready documentation.
• Maintain organized digital files and archives for all submitted proposals in accordance with internal policies.
• Assist Proposal Analysis and Proposal Writers with tracking proposal metrics, including win/loss outcomes and post-submission feedback, through our metrics reports across A.E. Perkins’ brands to support continuous improvement.

Proposal Coordinator

Customer Success Manager

• Onboarding and Renewal Management: Serve as the main point of contact during the onboarding of new clients and the renewal of existing accounts, ensuring that all necessary steps are followed and client needs are proactively addressed (Advanced).
• Proactive Client Support and White-Glove Service: Deliver a high level of personalized service to clients, anticipating their needs and providing solutions before questions arise. Demonstrate a proactive approach to ensuring client satisfaction (Advanced).
• Relationship Building and Retention: Build, maintain, and foster strong relationships with Plan Administrators, Brokers, and other key stakeholders to support client retention and growth during onboarding and renewal (Intermediate).
• Structured Onboarding and Renewal Processes: Follow a highly structured process for onboarding new clients and managing renewals, addressing all touchpoints outlined in standard operating procedures to ensure a consistent and high-quality experience (Intermediate).
• Client Education: Educate clients on systems, tools, policies, and best practices related to Ameriflex products and services, ensuring they have the knowledge and resources necessary to utilize offerings effectively (Intermediate).
• Issue Resolution and Follow-Through: Own client issues from start to finish, resolving problems efficiently and ensuring a positive outcome. Provide support for any escalated issues related to onboarding or renewal (Intermediate).
• Account Documentation and Organization: Maintain organized, accurate, and up-to-date records for each client, including detailed documentation of the onboarding and renewal process, service issues, and resolutions (Advanced).
• Collaboration and Cross-Departmental Coordination: Work closely with internal partners, such as Sales, Client Experience, and Operations, to execute business plans and ensure seamless onboarding and renewal experiences (Intermediate).
• Compliance and Confidentiality: Handle sensitive client information with discretion, ensuring compliance with HIPAA and other relevant regulations throughout the onboarding and renewal process (Advanced).
• Process Improvement and Efficiency: Identify areas for process improvement within the onboarding and renewal workflows, recommending changes to enhance service delivery and client satisfaction (Intermediate).
• Additional Duties: Perform other duties as required to support business needs, as assigned by the Client Experience Manager (Beginner).

Client Success Specialist

Sales Development Rep

• The Sales Development Representative is responsible for driving sales growth by diligently following up on existing pipeline opportunities.
• Support territory expansion, set qualified appointments for the sales team, and drive specific, measurable outcomes.
• Introduce the Ameriflex business model to prospective clients and assist with territory growth.
• Achieve ambitious client acquisition and revenue targets.
• Play a key role in supporting the company’s growth by driving client acquisition and nurturing existing client relationships.
• Meet sales performance goals.

Sales Development Representative – Midwest

• Manage onboarding and renewal processes for the most complex or high-value accounts, ensuring a seamless client experience. (Advanced)
• Serve as an escalation point for the CSS team, providing expert guidance on resolving advanced client challenges. (Intermediate)
• Mentor CSS team members, providing coaching on client interactions, proactive service strategies, and best practices for onboarding and renewal. (intermediate)
• Conduct regular check-ins with team members to offer feedback, identify growth opportunities, and support skill development. (intermediate)
• Facilitate knowledge-sharing sessions and training programs to enhance team capabilities. (intermediate)
• Demonstrate exemplary white-glove service, anticipating and addressing client needs while setting a standard for the team. (intermediate)
• Develop strategies to strengthen client relationships and improve retention rates across the CSS team. (intermediate)
• Identify inefficiencies or gaps in workflows, lead process improvement initiatives, and collaborate with leadership to implement changes. (intermediate)
• Act as a liaison between the CSS team and internal departments (Sales, Client Experience, Operations), ensuring alignment and seamless execution of client plans. (intermediate)
• Assist in tracking team performance metrics related to onboarding, renewal, and client satisfaction. (intermediate)
• Provide insights to leadership on team achievements, challenges, and opportunities for growth. (intermediate)

Senior Client Success Specialist

• The Sales Development Representative is responsible for driving sales growth by diligently following up on existing pipeline opportunities.
• Supporting territory expansion, setting qualified appointments for the sales team and driving specific, measurable outcomes.
• Collaborate with Client Experience teams to upsell additional Ameriflex products to existing clients.
• Schedule new business meetings and current client meetings for territory VPs of Sales and Regional Sales Managers (RSMs).
• Participate in virtual meetings with clients and prospects alongside assigned regional sellers to support sales initiatives.
• Use CRM tools to track sales opportunities, manage the sales pipeline, and maintain territory management records.
• Meet and exceed daily, monthly, and annual targets for scheduled meetings, sales activities, and performance objectives.
• Act as a brand ambassador for Ameriflex by communicating the value of the company's solutions over the phone, virtually, and in person.
• Partner with territory sales leaders and other internal teams to refine sales strategies and improve client acquisition approaches.

Sales Development Representative – Great Lakes

Manager

• Serve as the primary contact for large and strategic clients during onboarding, renewal, and daily account administration.
• Lead Annual Business Reviews for the assigned block of business, presenting actionable insights and recommendations for revenue growth.
• Manage a team of Relationship Specialists, providing training, mentorship, and ongoing coaching to enhance service skills.
• Act as the first point of escalation for client issues, intervening as needed to resolve concerns and provide exceptional service.
• Build and maintain strong relationships with Plan Administrators, Brokers, and other stakeholders to ensure retention and business growth.
• Identify opportunities for process improvements and automation, driving initiatives to enhance operational efficiency.

Strategic Accounts Team Manager

Systems Engineer

• Develop scripts and applications using C#, .NET, and/or and perform SQL-related tasks, including writing stored procedures, views, triggers, functions, and complex queries (Beginner).
• Perform daily monitoring of IT-supported applications and processes, addressing any issues that arise (Beginner).
• Serve as a point of contact for internal and external customers to gather requirements and propose solutions based on existing infrastructure (Beginner).
• Identify and report challenges, working closely with the team to develop resolutions (Beginner).
• Participate in collaborative efforts to optimize existing processes and support enterprise-wide projects (Beginner).
• Perform additional tasks as assigned by management (Beginner).

Systems Analyst I

Analyst

• Fraud Detection & Monitoring: Actively monitor the internal Suspicious Activity Report and other reporting sources to detect and triage potential fraudulent account activity in a timely and accurate manner.
• Case Investigation: Conduct comprehensive and confidential investigations of known and suspected fraudulent account activity from internal sources, gathering evidence and documenting all findings.
• Trend Analysis & Risk Mitigation: Analyze transactional data and account activity to identify patterns, trends, and typologies associated with fraudulent attempts.
• Cross-Functional Collaboration: Effectively interact and communicate with various internal departments, including Tech, Sales, Client Experience and Claims to implement preventive measures and share intelligence on fraud threats.
• Record & Case Management: Maintain a precise and detailed written record of all identified fraudulent activities, investigation steps, and outcomes to ensure data integrity and support reporting requirements.
• Cyber Threat Assessment: Facilitate an annual cybersecurity threat assessment that analyzes emerging threats and attack methodologies prevalent in adjacent industries.
• Special Projects: Perform special projects and other assigned duties related to fraud and risk management as directed by leadership, contributing to the overall goals of the department.

Fraud Analyst

• The Proposal Analyst II is a critical role in supporting the proposal development process for AEP Perkins.
• Ensures comprehensive support for Government Procurement proposal initiatives.
• Works closely with the Head of Government Channel Operations manager, other proposal team members, and the sales teams to facilitate clear communication, document management, and adherence to timelines and RFP/RFI/RFQs solicitation requirements.
• Oversees assigned RFP/RFI/RFQs schedules, writes assigned proposal content, submits assigned proposal responses, helps identify new leads through government competitive bidding efforts, and adheres to the sales proposal processes to align efforts with solicitation guidelines and internal standards.
• Plays a key role in ensuring alignment with solicitation requirements and enhancing the overall quality and efficiency of the sales proposal process.

Proposal Analyst II

Support Engineer

• Uptime Management: Ensure that all production EDI processes operate with 100% uptime, meeting or exceeding processing expectations as per SLAs.
• Stakeholder Communication: Instill confidence in internal and external stakeholders by demonstrating expertise in EDI processing and the company's core business lines.
• Liaison Role: Serve as the primary point of contact between internal departments, EDI vendors, and Plan Administrators.
• Process Improvement: Analyze and recommend improvements to existing products and processes.
• Backup and Redundancy Management: Ensure that all critical EDI processes have sufficient backup systems in place.
• Documentation and Client Support: Provide updated, accurate documentation related to EDI technologies and processes.
• Technology Research and Recommendations: Stay current on emerging EDI technologies and recommend new tools or processes.
• Quality Assurance and Testing: Conduct thorough quality assurance (QA) testing on EDI processes.
• System Administration: Manage tasks related to user setup, including creating user accounts and configuring FTP and file server directory structures.