Businessolver

Content Writer

• Develop proposal project plans for prospective client opportunities
• Schedule RFP Kick-Off Meetings
• Distribute information to SMEs
• Coordinate with Sales Leadership, Sales Operations, and Strategic Sales Advisors regarding pricing
• Populate proposal responses & incorporate Klue
• Finalize draft and distribute for review, incorporate feedback and make edits
• Update content library
• Become a Member of Association of Proposal Management Professionals

Senior Proposal Writer

Account Manager

• Serve as a day-to-day liaison between our clients and our production teams, making sure we understand all goals, objectives and time constraints
• Manage and facilitate client calls and new client administrator training
• Maintain all client documentation such as Standard Operating Procedures and process related documentation
• Engage in ongoing educational opportunities on product releases, updates and system functionality
• Educate, discuss, and collaborate with clients on relevant product updates, engaging in consultation with leadership as needed
• Provide concise communication regarding new system functionality, industry news, open items, project initiatives, and resolution activity
• Drive continual improvement of the delivery of services from all teams; ensuring a cohesive, high quality service
• Coordinate Annual Enrollment and Plan Year closeout related activities and proactively engage the clients and internal teams as needed on open items
• Participate in sales finalist meetings and partner with the sales team on prospect visits and scope of services presentations
• Partner with internal teams to identify and discuss trends and training needs, providing support and expertise to the Service Center team

Client Services Representative

• Act as the primary liaison between clients and production teams
• Conduct and manage client calls and provide comprehensive new client administrator training
• Maintain all client documentation
• Stay updated on product releases
• Collaborate with clients on product updates
• Drive continuous improvement in service delivery
• Coordinate Annual Enrollment activities
• Participate in sales finalist meetings and assist the sales team
• Identify trends and training needs

Client Services Lead

Events

• Develop and lead the event strategy for conferences and client summits
• Oversee event logistics including budgets and timelines
• Ensure event strategies align with pipeline goals
• Collaborate with Sales, Revenue Marketing, and Brand teams
• Lead the planning and execution of strategic sponsorships
• Serve as the primary liaison with sponsorship partners and vendors
• Guide the team in activating sponsorship assets
• Oversee tracking of sponsorship deliverables and performance metrics
• Lead and develop a team of event and sponsorship professionals
• Work closely with various teams to align event strategies
• Measure event performance and deliver optimization recommendations

Sponsorships & Events Manager

Account Executive

• Demonstrate MCA platform capabilities, highlighting unique features for spending accounts.
• Engage channel partners (brokers, advisors) to build strategic relationships and drive pipeline growth.
• Target organizations with 8,000+ employee lives for stand-alone and integrated MCA solutions.
• Execute a consultative sales strategy tailored to consumer spending accounts.
• Build and maintain a robust pipeline to exceed revenue expectations.
• Collaborate closely with sales support and marketing teams to optimize campaigns.
• Track activities with precision and maintain detailed CRM records.
• Prepare action plans and schedules to identify targets and forecast opportunities.
• Follow up on leads and referrals from field activity and partner networks.
• Deliver status reports on activity, closings, and goal adherence.
• Represent Businessolver at industry events (seminars, trade shows) to promote MCA solutions.

Senior Sales Consultant, Consumer Accounts

Consultant

• Lead Strategic Engagement with Assigned Broker Houses
• Develop deep account plans for 1-2 national brokerage firms, incorporating national objectives, regional dynamics, and client needs.
• Build multi-level relationships across national, practice, specialty, and local teams.
• Facilitate strategic QBRs and ongoing engagement to align on shared priorities and emerging opportunities.
• Serve as a Strategic Advisor
• Understand the full Businessolver product portfolio and Pinnacle Partner ecosystem.
• Translate broker/client pain points into thoughtful solution designs and value narratives.
• As appropriate, co-create new pricing, packaging, and partnership constructs that support broker initiatives.
• Identify and advance reseller opportunities where strategic fit exists.
• Support Priority Broker-Influenced Deals
• Partner closely with Direct Sales and RFP team to ensure your broker’s strategies and preferences are reflected in prospect pursuits.
• Engage directly in high-priority opportunities influenced by your assigned firms—providing strategic positioning, solution guidance, and relationship support.

Senior Consultant – Channel Engagement

• Participate in client meetings including escalation discussions, when needed
• Ensure team is executing on client activity and proactively engaging Client Service Leads, Directors, and other internal teams as needed on open items
• Review and analyze performance of client deliverables daily (includes work completed onshore and offshore), reviewing risk areas with team members as needed
• Ensure quality assurance checks are happening across team deliverables
• Collaborate with Directors, AVP's and Client Services Leads on special projects

Client Services Manager

Business Development Rep

• Prospect, educate, qualify, and develop Target Accounts to create sales-ready leads and opportunities.
• Utilize a variety of tools for discovery, research, and initiation of outbound calling and email campaigns to Target Accounts.
• Research executive contact information for target prospects using Google, LinkedIn, Zoom Info, Salesforce, and other related software & services.
• Consistently and continuously generate a high volume of prospect engagement activity by following a defined research, profiling and prospecting strategy.
• Relevantly, clearly, and concisely communicate general product value and marketplace differentiation to buyer personas of all types.
• Nurture prospects along the buyer’s journey. Achieve front-end sales KPI quotas to progress prospects from identification to qualification.
• Efficiently and effectively counter top of the funnel objections, prospecting, cold calling, as well as have excellent interpersonal and technical skills.
• Schedule business appointments on sales consultant’s calendar after qualifying prospects and logging activities in Salesforce.
• Proactively establish relationships with internal sales teams.

Business Development Representative – Sales Lead Generation

• Partner with Project Management and Production Planning team members daily to review capacity, team deliverables and performance
• Provide direction on documentation of work requests, participating in discussions to define and assign work to appropriate resources
• Review and analyze performance on client health scorecard weekly, reviewing risk areas with team members as needed
• Act as client escalation point for service delivery concerns to provide oversight and drive delivery of key initiatives, ensuring all items are documented and addressed
• Provide operational performance reports to client leadership team, identifying successes, risks and needs weekly
• Conduct regular strategy meetings with Customer Success team to review client activity, needs and performance
• Lead daily stand-up meetings with team members to communicate business initiatives and review deliverables such as open cases, file activity and other related client maintenance tasks
• Manage team members by conducting regular 1:1s, reviewing work, processes and other team member needs in order to ensure successful execution of assigned tasks
• Conduct new team member training and support overall learning paths for all team members, aligning resources as needed
• Ensure team is executing against Annual Enrollment related activities and proactively engage the clients and internal teams as needed on open items
• Participate in sales finalist meetings and partner with the sales team on prospect visits and scope of services presentations
• Engage in ongoing educational opportunities on product releases, updates and system functionality.

AVP, Client Services

• Demonstration of our proprietary SaaS platform
• Engage channel partners such as brokers and advisers to build relationships
• Actively hunt new business direct to enterprise-level employers up to 8,000 employee lives
• Execute a consultative sales strategy utilizing our innovative process
• Build a pipeline to exceed expectations
• Develop close working relationships with our sales support staff and the marketing team
• Precise and detailed activity tracking
• Produce qualified leads
• Responsible for making cold calls to generate leads
• Prepare action plans and schedules to identify specific targets and generate contact projections
• Follow up on new leads and referrals resulting from field activity
• Prepare a variety of status reports, including activity, closings, follow-up, and adherence to goals
• Identify and travel to marketing events such as seminars, trade shows, and telemarketing events

Senior Sales Consultant – National

Analyst

• Responsibility for all phases of new data exchange development; documenting, updating, and communicating business requirements
• executing the configuration of the files
• overseeing testing
• facilitating on-time launch
• Communication with clients and vendors regarding requirements gathering and analysis
• Coordination with project team members to understand client-specific benefits structure, file layouts, field mappings, and profiles
• Configurations of HRIS census files and data conversion from prior record keeper
• Detailed documentation and configuration of files, along with secure file transfer setup and testing
• Coordination with client and vendor contacts for meetings, specifications layout and testing
• Coordination with project manager to maintain project tracking documentation and status reports
• Primary link between internal and external parties to document all requirements for specifications for data exchanges across assigned clients/vendors
• Use of industry file formats
• Use of tools such as JavaScript/XML/XLS; Beyond Compare, SQL, Access
• Peer assistance on quality assurance, defect tracking, and resolution
• Participation in status discussions raising risk as needed
• Engagement in a culture of continuous improvement
• Exceptional customer service to clients and internal teams
• Ownership of the transition process from the onboarding phase to the ongoing, steady-state (business as usual) environment, which includes documentation, detailed discussions, and issue resolution.

Integrations Analyst I/II

• Partner with Project Management and Production Planning team members daily to review capacity, team deliverables and performance
• Provide direction on documentation of work requests, participating in discussions to define and assign work to appropriate resources
• Review and analyze performance on client health scorecard weekly, reviewing risk areas with team members as needed
• Act as client escalation point for service delivery concerns to provide oversight and drive delivery of key initiatives, ensuring all items are documented and addressed
• Provide operational performance reports to client leadership team, identifying successes, risks and needs weekly
• Conduct regular strategy meetings with Customer Success team to review client activity, needs and performance
• Lead daily stand-up meetings with team members to communicate business initiatives and review deliverables such as open cases, file activity and other related client maintenance tasks
• Manage team members by conducting regular 1:1’s, reviewing work, processes and other team member needs in order to ensure successful execution of assigned tasks
• Conduct new team member training and support overall learning paths for all team members, aligning resources as needed
• Ensure team is executing against Annual Enrollment related activities and proactively engage the clients and internal teams as needed on open items
• Participate in sales finalist meetings and partner with the sales team on prospect visits and scope of services presentations
• Engage in ongoing educational opportunities on product releases, updates and system functionality.

Director of Client Services

Project Manager

• Plan and schedule project timelines and milestones using our in-house project management software; create continual adjustments to work schedule in a persuasive manner to keep the project on course
• Effectively communicate project expectations and progress to our clients, team members, and executive teams in a timely and clear manner; exert strong influencing skills to impact work schedule completion
• Create and sustain a high functioning project team to meet the project goals (deliver delight on time, on budget, with quality)
• Delegate tasks and responsibilities to appropriate owners
• Assess and manage the risk of schedule changes; create, implement, and track assessment, impact, and action plans to remove risk, bottlenecks, resource constraints and team support to ensure smooth work completion
• Work with appropriate vendors to ensure dependent tasks are managed and completed on time
• Identify and resolve issues and conflicts within the project team
• Identify and manage project dependencies and critical path
• Quantitatively plan and organize project team’s capacity
• Ensure optimal use of the capacities in the group, set priorities, ensure the correct and timely execution of all tasks and solve bottlenecks
• Demonstrate initiative and drive within a fast-paced environment
• Define project success criteria and disseminate them to involved parties throughout project life cycle
• Identify and lead initiatives for continuous process improvements; maintain others
• Act as a SME regarding the project management function, project details and system capabilities

Implementation Project Manager II

Operations

• Serve as a senior resource for ACA compliance, guiding internal teams and clients on advanced 1095 reporting and hours tracking requirements.
• Lead complex data validation, analysis, and reconciliation for 1095 forms; ensure accurate IRS and state transmissions.
• Manage client onboarding for ACA services, including configuration reviews and strategic compliance planning.
• Conduct advanced training sessions and consultative meetings with clients and internal stakeholders.
• Develop and refine operational standards, best practices, and documentation for ACA processes.
• Collaborate with product teams on enhancements, testing, and regulatory updates; provide feedback for continuous improvement.
• Monitor ACA legislative changes and proactively communicate impacts to clients and internal teams.
• Act as an escalation point for complex issues, driving resolution and client satisfaction.
• Ensure confidentiality and compliance with company and regulatory guidelines.
• Perform additional duties and special projects as assigned.

Operations Analyst II

System Administrator

• Implementation, support, and daily operation including Windows servers, VMware servers, SAN, infrastructure hardware, Office 365, Microsoft Intune, Azure, AWS and related systems
• Perform firmware, hardware, and OS upgrades, and required patch management
• Ensure the availability, performance, scalability and security of productions systems
• Develop scripts to automate administrative tasks
• Creative thinking and proposing solutions to improve business systems
• Provide support for incidents and requests. Investigate, troubleshoot, remediate and document issues
• Maintain and contribute to our knowledge base and documentation
• Participate in On-call rotation
• May perform other duties as assigned