Transition Strategies, LLC

Consultant

• Serve as a lead presenter for ESOP educational sessions, delivering in-depth content to diverse employee groups both virtually and in person.
• Consult with clients to understand cultural, demographic, and communication needs and develop appropriate communication approaches.
• Facilitate workshops, interactive learning activities, webinars, and employee ownership events to employees, managers, executive leadership, and Board members.
• Lead the development of custom, high quality communication materials including presentations, handouts, videos, learning tools, and digital/print assets.
• Manage communication components of complex client engagements with minimal oversight.
• Mentor, train, and support ESOP Communication Consultant I and II team members.
• Collaborate closely with internal departments—including marketing, IT, HR, and ESOP administration—to ensure consistent messaging and seamless client service.
• Represent Blue Ridge Associates at conferences, webinars, and industry events.

Senior ESOP Communication Consultant

Administration

• Manage all aspects of administration for an assigned block of plans
• Consult with plan sponsors and advisors regarding plan related matters
• Ability to read and interpret plan documents
• Calculate employer contributions (including cross-tested contributions)
• Perform all annual compliance testing
• Calculate and process refunds (including 415 refunds)
• Complete Form 5500, Form 5500-SFs, and Form 5330
• Assist clients with the correction of operational issues

Senior Administrator

Account Manager

• Serving as a point of contact in conjunction with the plan consultant addressing client inquiries and concerns
• Effectively and authentically communicating Blue Ridge’s value to clients, specifically with “at risk” clients
• Accountable for client satisfaction through pro-active touches throughout the annual cycle
• Collaborate with internal teams to ensure service delivery meets client expectations
• Preparation and annual review of Plan health report sharing important statistics, services, and goals with clients
• Identify opportunities for ESOP consulting and cross-selling services to cultivate new revenue streams

Client Relationship Manager

• Administering a caseload of complex ESOP clients
• Managing all aspects of plan administration including compliance testing (e.g., 409(p)), allocations, distributions, and recordkeeping
• Preparing and reviewing government filings (e.g., Form 5500)
• Serving as the main point of contact for client communication
• Reviewing plan documents and resolving technical questions
• Supporting and mentoring junior team members
• Participating in special projects or initiatives as needed

Senior ESOP Administration Consultant

Full-stack Engineer

• Assist in the design, development, and maintenance of scalable and reliable software applications.
• Write clean, maintainable, and efficient code using PHP, Python, SQL, and related technologies.
• Collaborate with senior engineers, product managers, and other stakeholders to implement new features.
• Participate in code reviews and follow established coding standards and best practices.
• Help troubleshoot, debug, and resolve software defects and performance issues.
• Contribute to improving existing codebases for better performance and maintainability.
• Learn and apply industry trends, technologies, and best practices.

Software Engineer I

• Managing end-to-end client engagements
• Performing compliance testing, including 409(p), recordkeeping, distributions, and regulatory reporting
• Identifying and solving technical plan issues
• Collaborating with internal teams and client contacts to ensure seamless service

ESOP Administration Consultant

• Deliver presentations to employee groups on-site or virtually, supporting client ESOP education initiatives.
• Assist with the creation and delivery of custom learning activities, employee ownership workshops, and webinars.
• Develop custom communication tools, including presentations, handouts, learning games, and digital assets tailored to client needs.
• Collaborate closely with the ESOP Communication Services team to execute communication plans and meet departmental goals.
• Partner with marketing, IT, and other internal teams as needed to ensure consistent messaging and high-quality deliverables.
• Represent the firm by promoting ESOP communication services at conferences, in articles, webinars, and discussions with prospective clients.
• Contribute to developing and improving department processes that strengthen accuracy, client service, efficiency, and documentation standards.
• Support clients with Employee Ownership Month celebrations, annual meetings, and employee engagement activities.
• Work with client employee committees to strengthen in-house communication capabilities.
• Perform additional duties as assigned.

ESOP Communication Consultant

Customer Support

• Collaborate with the sales team to prepare presentations, proposals, and RFP/bid packages.
• Collect, enter, and maintain accurate sales tracking information within the Company’s CRM system (Salesforce), for accounts, contacts, opportunities, quotes, proposals and contract agreements.
• Prepare contracts and service agreements with a high degree of accuracy, ensuring the correct configuration of terms, pricing, and client information.
• Use DocuSign to create, send, and manage custom agreements, including advanced tagging, routing, and workflow sequencing.
• Track all contracts throughout the full lifecycle and ensure timely distribution of fully executed versions to all relevant stakeholders, both internal and external.
• Support meeting scheduling, agendas, and material preparation as needed.
• Ensure seamless handoff to the onboarding team and close all opportunities in Salesforce.
• Prepare weekly, monthly, quarterly, and annual pipeline reporting for leadership.
• Track and organize service agreement addendum requests.
• Prepare addendums for internal review and ensure accuracy of contract terms.
• Facilitate DocuSign routing and manage signature workflows from start to finish.
• Track addendum execution status in Salesforce CRM, and ensure timely delivery to stakeholders.
• Maintain consistent and accurate documentation across Salesforce, shared drives, and contract repositories.
• Provide periodic reporting and transparency into pipeline movement and documentation completion.
• Support revenue-growth initiatives with efficient follow-through and documentation management.

Sales Support Specialist

Learning and Development

• Design and develop comprehensive, end-to-end curricula for mid- to senior-level ESOP administrators (Primary focus) and 401k administration (Secondary)
• Translate complex topics (e.g., compliance, governance, valuation, fiduciary responsibilities, and plan administration) into structured, learner-centered educational experiences
• Align curriculum to clearly defined learning outcomes, professional standards, and real-world application
• Create high-quality instructional materials, including facilitator guides, participant workbooks, assessments, case studies, and scenario-based learning
• Apply adult learning theory and best practices (e.g., experiential learning, problem-based learning, and assessment-driven design)
• Design content for multiple delivery modalities, including instructor-led training, virtual learning, blended programs, and self-paced learning
• Partner closely with subject matter experts (SMEs), ESOP/401k practitioners, and internal stakeholders to ensure technical accuracy and relevance
• Facilitate design sessions and content reviews with SMEs and leadership
• Incorporate stakeholder feedback while maintaining instructional integrity and learning effectiveness
• Establish and maintain instructional design standards, templates, and style guidelines
• Evaluate learning effectiveness using assessments, learner feedback, and performance outcomes
• Continuously refine curriculum based on learner needs, industry changes, and program goals