ReSource Pro

Salesforce Developer

• The Salesforce Architect will lead the design, governance, integration, and optimization of the organization’s Salesforce platform and its interconnectivity with the broader Go-To-Market (GTM) technology stack.
• Serving as the technical authority for Salesforce solutions, this role partners with business stakeholders, Revenue Operations, Marketing, Technology, SDU, and external vendors to deliver scalable, secure, high-performing solutions that enable business growth.
• The Salesforce Architect defines platform strategy, establishes architectural standards, oversees implementations and program health, and ensures Salesforce and connected GTM systems align to organizational objectives while maintaining system integrity, data quality, and compliant operations.
• Define and maintain the Salesforce architecture roadmap across Sales Cloud, Service Cloud, connected marketing platforms, and custom applications.
• Establish architectural standards, design principles, development best practices, and governance processes across Salesforce and key GTM integrations.
• Translate business requirements into scalable and maintainable Salesforce solutions leveraging Salesforce platform capabilities and declarative (out of the box) functionality wherever possible.
• Ensure platform scalability, performance, reliability, security, and long-term maintainability across the Salesforce ecosystem.
• Lead end-to-end solution design for Salesforce implementations, enhancements, customizations, and integrations across the GTM tech stack.
• Produce and maintain architecture diagrams, data models, technical specifications, and solution documentation.
• Review and approve technical designs created by admins, developers, consultants, and third-party vendors.
• Provide technical leadership throughout planning, implementation, testing, deployment, and post-release stabilization; oversee overall program health and ensure delivery aligns to roadmap and standards.
• Design and oversee integrations between Salesforce and enterprise/GTM systems (e.g., Workday, marketing intelligence/automation tools, data lake, contract management systems, and custom applications).
• Define Salesforce data governance standards, master data management practices, and data quality controls.
• Ensure integrations follow best practices for APIs, middleware, event-driven architecture, and data synchronization patterns.
• Develop and maintain governance processes including release management, change control, and environment strategy/management.
• Ensure compliance with internal security standards, regulatory requirements, and industry best practices.
• Conduct architecture reviews and platform health assessments to proactively identify risk and optimization opportunities.
• Partner with Sales, Marketing, Operations, Technology, and Executive Leadership as a trusted advisor on Salesforce capabilities and roadmap opportunities.
• Facilitate stakeholder workshops and requirements sessions to drive alignment and clear outcomes.
• Mentor and guide Salesforce Administrators, Developers, Business Analysts, and external consultants; support vendor selection, recruiting, and resource planning.
• Foster a respectful and collaborative environment by upholding professionalism and engaging in constructive and respectful conversations.
• Support a positive workplace culture by promoting open, solution-oriented communication, encouraging teamwork, and maintaining a focus on shared goals and productivity.

Salesforce Solutions Architect

Insurance

• Perform audit reviews across all audit types, focusing on oldest audits in the queue; provide coverage for reviewers.
• Conduct secondary reviews for paid review accounts; perform higher-level audit reviews requiring advanced quality assurance expertise.
• Monitor audit queues and assist in resolving audit bottlenecks.
• Review self-review audits submitted directly to billing to ensure they meet self-review eligibility and quality requirements and monitor audit reports to detect trends or recurring issues.
• Track carrier return data and recommend process improvements.
• Collaborate with leadership on quality monitoring strategies and data analysis.
• Pull and analyze audit files to identify performance strengths and gaps.
• Share review results with leadership for delivery to the auditor who completed the original audit.
• Conduct reviews of test audits for designated carriers within the test audit program.
• Support onboarding of new reviewers by providing shadowing opportunities and ongoing mentorship via chat.
• Fill in on live learning platforms such as Zoom or Learning Academy, as well as any other area within the team, to support team initiatives.
• Support a positive workplace culture by promoting open, solution-oriented communication, encouraging teamwork, and maintaining a focus on shared goals and productivity.

Senior Premium Insurance Audit Reviewer

Sales Development Rep

• Collaborate closely with Sales Executives (SEs) to ensure a steady pipeline of prospects for achieving sales targets.
• Identify and contact potential customers and qualify them.
• Conduct SDR marketing, creating campaigns including email newsletters and social media posts that generate leads.
• Effectively communicate the value of a product or service.
• Schedule quality meetings for Sales Executives with prospects and qualified leads.
• Develop account plans with SEs, targeting specific territories and implementing strategies to create new contacts.
• Work closely with marketing and sales representatives to proactively determine the best leads for specific products or services.
• Plan campaigns with marketing support to increase the effectiveness of prospecting, including tracking whether the prospect received the marketing attempt and gauging their level of interest.
• Qualify and disqualify inbound leads: understand the inbound lead's needs, funnel correctly (including to the Sales Executive), and determine fit.
• Keep the relationship warm for future opportunities if a lead isn't the right contact now.
• Represent ReSource Pro's products and services, using comprehensive knowledge and consumer research to explain how our solutions meet prospective clients' needs.
• Schedule appointments and follow up on qualified leads; plan with Sales Executives on meeting scheduling and follow-up cadence.
• Proactively locate accounts not currently in Salesforce through research, cold calling, and prospecting.
• Continually learn new technology to use programs and platforms effectively and apply that knowledge.
• Use tools including software and platforms to record data and move leads through a pipeline.
• Demonstrate data management and use of advanced functions and analytics for successful outreach and discovery reporting.
• Monitor cadence effectively and use technology efficiently for outreach, scheduling, and development.
• Actively participate in ReSource Pro's sales, product, and services training and development programs, and fully engage in department-level training programs.
• Collaborate with Sales Executives to ensure sufficient pipeline for sales targets and learn from SEs to enhance the effectiveness of the role.
• Contribute to a team effort by working collaboratively within Business Development and other departments, including Marketing.
• Cross-collaborate to gain insights from marketing, product, and sales executives.

Sales Development Representative

General Counsel

• Handle a variety of corporate transactions, particularly technology services deals
• Contribute to commercial contract negotiations and corporate governance matters
• Contract Drafting, Review & Negotiation - Technology Services, Insurance Solutions, and Vendor
• Own and manage all aspects of technology contracts including drafting, redlining, responding to redlines, and negotiating MSAs, SOWs, SaaS contracts, SLAs, and licensing agreements
• Evaluate and resolve issues/questions, including evaluating which business leaders/stakeholders are impacted
• Assist Associate General Counsel and General Counsel in developing new and non-standard agreements
• Manage multiple agreement iterations and make final language determinations for non-standard agreements
• Identify and assess potential legal risks associated with all assignments and projects
• Provide recommendations on risk mitigation
• Stay abreast of relevant laws and regulations and perform legal research as assigned

Assistant General Counsel – Technology

Principal

• Translate strategic objectives into well-defined epics, user stories, and technical acceptance criteria that enable autonomous, high-velocity engineering execution;
• Translate strategy into detailed epics, user stories, and technical acceptance criteria that guide engineering execution.
• Partner with architects to ensure system designs meet performance, security, and compliance standards across environments.
• Lead backlog prioritization to maintain velocity and technical quality.
• Act as a hands-on, embedded technical product leader, stepping in where needed across discovery, design, delivery, and troubleshooting to unblock teams, accelerate progress, and ensure alignment across disciplines.
• Directly contribute to execution when needed (e.g., prototypes/spikes, debugging, performance tuning, instrumentation/observability, automation/CI/CD improvements) to unblock delivery and accelerate outcomes.
• Leverage data instrumentation, analytics, and observability tools to assess product health, performance, and ROI.
• Contribute to DevOps practices, CI/CD optimization, and automation efforts to improve release reliability and deployment speed.
• Establish cycle time, flow efficiency, and throughput as primary KPIs; accountable for demonstrable improvement across assigned product areas.
• Model and institutionalize AI-native product and engineering practices, including AI-assisted discovery, design, coding, testing, and operations.
• Influence prioritization, sequencing, and technical investment decisions to optimize flow, balancing feature delivery, platform health, and technical debt reduction to sustain long-term velocity gains.
• Partner with software engineering, architecture, and infrastructure leaders to shape technical direction and operating models that remove friction, reduce cycle time, and enable predictable, high-throughput delivery.
• Lead technical discovery and product design sessions, serving as subject matter expert (SME), converting complex business and operational needs into well-structured platform capabilities;
• Serve as the subject matter expert (SME) for assigned products, fully owning knowledge of functionality, architecture, dependencies, and integration points.
• Own outcomes across 2-4 product areas by driving cross-team dependency alignment, surfacing tradeoffs, and ensuring initiatives ship to measurable impact.
• Promote hands-on collaboration between Product, Engineering, and Service Delivery, fostering a culture of transparency, experimentation, and continuous learning.
• Introduce and train teams on modern product management methodologies, emphasizing discovery-driven development and customer-centric design.

Senior Principal, Product

• Manage client communications by responding to emails, inquiries, billing questions, and payment confirmations in a professional and timely manner
• Prepare, process, and distribute surplus lines tax reports, tax payments, and filing confirmations to clients
• Communicate and coordinate regularly with state regulators to ensure compliance with surplus lines requirements and regulations
• Delegate and oversee backend processing tasks while supporting operational efficiency and accuracy
• Train, mentor, and provide day-to-day guidance to team members on workflows, processes, and best practices
• Serve as an escalation point for client and operational issues, including participation in client issue resolution calls
• Provide cross-functional support and backup coverage for leadership team members as needed
• Effectively manage multiple priorities in a fast-paced environment while collaborating with clients, regulators, accounting teams, and internal departments

Surplus Lines Tax and Compliance Specialist

Surplus Lines Tax & Compliance Specialist

QA Engineer

• Define and execute a comprehensive QA strategy aligned with the company's delivery model and business objectives, building the QA function from the ground up including operating model and delivery frameworks.
• Establish QA service offerings, methodologies, standards, and best practices across projects, and continuously mature these processes to improve quality, efficiency, and predictability.
• Develop scalable QA processes that balance onshore expertise with offshore execution, and partner with leadership to align QA capabilities with broader delivery and growth strategies.
• Provide direct leadership of the QA team, including goal setting, performance management, coaching, career development, and recruitment, while fostering a collaborative and engaging team environment.
• Establish role expectations, skill progression paths, and training plans for QA team members, and mentor them on insurance domain knowledge, testing best practices, and automation approaches.
• Define talent needs up to Assistant Manager level and conduct talent planning to ensure staffing and technical expertise meet current and future business needs.
• Oversee QA-owned deliverables across client projects, reviewing and approving test strategies, test plans, and execution approaches for complex engagements.
• Partner with project managers, delivery leaders, and technical teams to align QA activities with project plans, monitoring testing progress, risks, and defects and escalating as needed.
• Participate in client-facing discussions on QA approach, readiness, and outcomes, ensuring QA activities support successful UAT, production readiness, and go-live milestones.
• Support continuous improvement through post-implementation reviews and lessons learned.
• Establish standardized QA processes for test planning, execution, defect management, and reporting, and evaluate, select, and implement QA tools and automation frameworks (e.g., Selenium, Playwright).
• Define the automation strategy and roadmap, promote integration of QA into CI/CD pipelines and Agile delivery, and collaborate cross-functionally with architects, developers, sales, and account teams to embed quality throughout the delivery lifecycle.

Senior Quality Assurance Manager

• Respond to customer inquiries via phone/email and complete routine insurance tasks in the Agency Management System
• Handle questions and concerns from customers professionally, politely, and efficiently
• Escalate communications to the appropriate resource when needed
• Support Sr. Specialists and Account Managers by proactively processing service-related issues
• Collaborate with offshore Service Delivery Teams on client work and provide feedback to offshore teams
• Independently operate client systems and process routine (endorsements, certificates of insurance, application follow-ups, quoting) insurance tasks
• Document work in client/company database
• Build relationships with the clients and insureds to support client retention and revenue growth
• Consult with client team members on work and requests from insureds
• Look for opportunities to improve processes
• Provide suggestions to the OPEX team and SDU Leadership
• Help maintain procedures, service level goals and guidelines
• Follow established procedures to meet quality SLAs while maintaining security policies/standards
• Train new Account Specialists on basic tasks and procedures
• Provide direction/instruction as needed to new hires
• Check and audit work of new hires
• Collaborate with coworkers and supervisors to meet client needs and contribute to achievement of internal team goals

Insurance Account Specialist

Chief Technology Officer

• Develop and manage leads: Identify prospective clients through cold calling, industry networking, trade shows, webinars, and public speaking engagements.
• Build client relationships: Establish and maintain strong connections with key decision-makers at insurance carriers, agencies, and MGAs, both to win new business and to strengthen our standing within current accounts.
• Position our solutions: Understand client pain points and demonstrate how our technology solutions, including AI, automation, and data analytics, deliver measurable impact.
• Manage the sales process: Guide opportunities through the client purchasing process, actively navigating approval stages, procurement, and sourcing.
• Negotiate and close deals: Lead contract negotiations, influencing stakeholders and accelerating deal closure while ensuring mutually beneficial agreements.
• Engage in strategic selling: Successfully manage large strategic accounts, growing them over time through renewals, upsells, and expanded scope, while fostering long-term client relationships and generating referrals from existing accounts.
• Develop tailored solutions: Craft strategic proposals and recommendations that align with client objectives and showcase ReSource Pro's unique value proposition, whether the client is new to ReSource Pro or already a partner.
• Stay ahead of industry trends: Keep up with market developments, competitive trends, and evolving customer needs, recommending enhancements to product offerings and sales strategies.
• Invest in continuous learning: Actively participate in sales, product, and services training programs to ensure deep expertise in ReSource Pro's offerings.

Senior Sales Executive, Technology Services

• Serve as a subject matter expert on core P&C insurance platforms and the broader insurance technology ecosystem.
• Partner with sales and client executives to drive and refine the opportunity pipeline.
• Lead client discovery workshops to assess business needs, pain points, and technical environments.
• Develop high-level solution approaches, blueprints, integration patterns, and implementation roadmaps based on client requirements.
• Collaborate with cross-functional teams (sales, consulting, delivery) to create compelling proposals, statements of work, and technical solution narratives for RFP responses.
• Lead and support end-to-end delivery of technology engagements, from planning and design to implementation and transition, ensuring quality and alignment with client expectations.
• Collaborate with both offshore and onshore teams to ensure technical alignment, delivery quality, and client satisfaction, while meeting timelines, budget, and contractual commitments.
• Develop reusable accelerators (e.g., playbooks, templates, APIs) to speed deployments and lower ownership costs.
• Partner with Client Executives and Sales Engineers to tailor technology solutions and drive client relationships from start to finish.
• Equip sales teams with effective materials (pitch decks, use cases, briefs) to support client engagement.
• Mentor junior team members, foster cross-functional collaboration, and promote best practices across teams and regions.
• Strengthen partnerships with platform providers and systems integrators.

Principal Technology Solutions

Manager

• Leverage the due diligence learnings for assigned functions to develop and manage comprehensive integration plans focused on facilitating the strategic investment thesis and managing integration timelines, deliverables, and key milestones while mitigating risk.
• Obtain alignment from Senior Leadership Team, Corporate Development leadership and Departmental Leadership on integration plans.
• Set and continually manage project expectations and timelines throughout the execution period with team members and other stakeholders
• Lead the execution of integration projects within assigned workstreams.
• Responsible for managing timelines, resources, and deliverables to ensure successful outcomes.
• Track project milestones and deliverables and drive buy-in from teams throughout integration lifecycle
• Collaborate with leadership across their assigned workstreams, NewCo, and Integration Management Office to orchestrate integration activities and ensure alignment across workstreams.
• Serve as a key partner for workstream leaders participating in acquisition integrations
• Manage day-to-day execution of assigned integration workstreams to ensure milestones and deliverables are achieved.
• Facilitate workstream meetings, track action items, and ensure follow-up on key deliverables.
• Monitor progress across functional teams and provide timely project status reporting to the project team and senior leadership, escalating risks, delays, or blockers as appropriate
• Conduct postmortem reviews for assigned workstreams, identifying and documenting successful practices and areas for improvement in the lessons learned log to improve future integration processes
• Support documentation of integration strategies, playbooks, and planning materials for Integration Management Office leadership review
• Establish and maintain effective relationships with internal and external stakeholders, both onshore and offshore, including external vendors/partners, to ensure project success and alignment with business goals
• Communicate expectations to team members and stakeholders in a timely and clear fashion.
• Liaise with stakeholders on an ongoing basis
• Ensure adherence to project management best practices, methodologies, and tools to drive consistency and quality across projects
• Provide project management leadership and coaching to team members within supported functions
• Identify and recommend improvements to M&A integration processes, tools, and methodologies based on project learnings

Senior Integration Manager

Solutions Engineer

• Lead solution design conversations directly with clients and prospects, owning the solution narrative in sales meetings.
• Blueprint detailed solutions encompassing data, analytics, automation, agentic workflows, and process transformation across BPM, Consulting, Audit, Compliance, Tech Services, and AI/Agentic capabilities.
• Conduct detailed needs assessments and lead consultative client discussions across carrier, MGA, and broker segments.
• Collaborate with OpEx and Finance to model and price deals, directly owning the solution assumptions that feed the pricing model.
• Participate in the pricing approval gate before terms are issued to flag over-commitment or margin risk early.
• Work directly with the AI Factory and AI Strategists to translate emerging AI capabilities into deployable, client-ready solution designs.
• Document repeatable solution patterns and contribute to packaged offering development for each practice vertical.
• Train Commercial Leaders and Client Executives on solution design fundamentals and new offering capabilities.
• Participate in New Business Meetings to provide early-stage solution input before deals are formally shaped.
• Standardize and streamline assessment and proposal workflows across the GTM team.

Principal Revenue Solutions Architect

Client Partner

• Serve as the senior onshore point of contact and strategic liaison between senior client contacts, internal stakeholders, and all relevant functional teams.
• Own the account through the full transformation lifecycle, maintaining VP- and C-level relationships on the client side.
• Oversee complex onboarding and existing work conversions to tech-enabled service offerings, ensuring initiatives go live on time.
• Lead regular Executive Business Reviews (EBRs) and account health check-ins while establishing client-facing reporting and internal key metrics monitoring.
• Act as the senior owner for service delivery performance across assigned strategic accounts, ensuring adherence to SLAs, KPIs, and contractual and operational obligations.
• Initiate and oversee tech-enablement projects by collaborating with Service Delivery, internal and external tech partners, and key client contacts to define scope, approach, and execution.
• Develop and deepen executive-level and senior stakeholder relationships, positioning ReSource Pro as a trusted advisor and strategic partner.
• Identify expansion signals within the account and partner with Sales and Account Management to shape proposals, close opportunities, and support cross-tower growth.
• Maintain current account documentation in Salesforce and completely own the account health record.
• Lead and influence a 10–30 person cross-functional Pod team drawn from SDU, OpEx, Global Account Management, Tech Enablement, AI Factory, Operations Advisory, and Tech Services.

Client Partner – Insurance Solutions

• Lead U.S. tax compliance by managing external accounting firms for federal and state tax provisions, filings, payments, and notice responses while partnering with Accounting and FP&A teams.
• Ensure accurate tax reporting and data tracking across offshore locations to meet U.S. tax compliance requirements, serving as the tax subject matter expert for ERP systems, internal processes, and M&A due diligence/integration.
• Oversee compliance with non-income taxes, including sales & use, franchise, and revenue taxes, coordinating with external advisors to ensure timely filings and regulatory compliance.
• Lead the implementation, optimization, and ongoing management of Vertex sales tax software, including tax rate maintenance, jurisdiction expansion, and monitoring changes in taxability of services.
• Ensure accurate sales tax calculation, collection, reporting, reconciliations, and timely filings across multiple jurisdictions while managing communications with tax authorities and resolving tax inquiries.
• Partner with Billing and Accounting teams to maintain compliance as products and services evolve through growth and acquisitions, while driving continuous improvements in tax automation and data accuracy.
• Lead tax-related acquisition and integration activities by reviewing third-party diligence findings, assessing risk mitigation strategies with external tax advisors, coordinating nexus studies, and overseeing the transition of tax filings and compliance requirements.
• Manage entity tax administration, including oversight of 1060 allocations and seller communications, completion of required IRS forms (8832, 8822-B, 966), and coordination with Legal on registered agent transitions and entity compliance matters.
• Analyze cash flow and liquidity by reviewing cash forecasts, monitoring working capital, and identifying opportunities to improve cash conversion through DSO and DPO optimization.
• Manage banking, lender, and debt relationships, including corporate credit programs, debt servicing decisions, covenant compliance reporting, and proactive monitoring of interest rate trends.
• Support foreign exchange (FX) risk management by coordinating hedging activities with external advisors, monitoring currency markets, and recommending actions in alignment with CFO and investor guidance.
• Oversee treasury operations by managing cash flow and working capital, banking and lender relationships, debt compliance and servicing, interest rate exposure, and foreign exchange hedging strategies to optimize liquidity and mitigate financial risk.