Transition Strategies, LLC

Sales

• Develop and expand relationships with advisors, intermediaries, attorneys, and accountant centers of influence within the West Coast region.
• Build and maintain a strong network to generate new sales leads and opportunities specific to the Western U.S. market.
• Identify client needs and recommend appropriate ESOP consulting and administration solutions.
• Deliver presentations and demonstrations highlighting the value and functionality of services.
• Execute sales strategies to meet or exceed revenue and territory targets.
• Maintain ongoing communication with customers to ensure satisfaction and long-term engagement.
• Resolve post-sale issues and ensure a smooth client experience.
• Re-engage existing and past clients by sharing new services, enhancements, and opportunities.
• Maintain detailed records of sales activities including calls, opportunities, wins, and losses.
• Track and document customer interactions and relationship developments.
• Provide regular territory forecasts and pipeline updates to leadership.
• Perform additional duties as assigned to support sales objectives.

Regional Sales Director

Accounting Manager

• Own the monthly, quarterly, and annual close process, ensuring timely and accurate GAAP-compliant financial statements
• Manage general ledger activity, including journal entries, accruals, prepayments, and reconciliations
• Maintain and enforce chart of accounts consistency across the organization
• Review and approve journal entries and reconciliations prepared by staff
• Prepare and deliver monthly financial statements and supporting schedules
• Analyze variances between actuals, budget, and prior periods; communicate insights and recommendations
• Serve as primary liaison for external auditors; coordinate audit schedules, requests, and documentation
• Design, implement, and monitor internal controls to ensure compliance with GAAP and regulations
• Support tax preparation with external advisors
• Assist with regulatory reporting specific to TPA/benefits administration
• Serve as ERP subject matter expert; drive automation and process improvements
• Partner cross-functionally to enhance system integrations and reporting capabilities
• Supervise and mentor accounting staff and AP team; provide coaching and performance feedback
• Collaborate with Operations, Client Services, and Technology teams to resolve issues
• Assist with investor reporting and strategic financial projects

Account Executive

• Monitor pipeline daily to determine tasks needed
• Prepare proposals and engagement agreements accurately and efficiently
• Prepare the workflow system for illustration requests
• Understand products and services offered by Blue Ridge Associates
• Build and maintain relationships with Record Keeping Wholesalers, DCIO Wholesalers, Advisors, and Internal Blue Ridge Partners
• Complete and maintain internal databases in accordance with Internal Partner procedures
• Achieve assigned goals related to turnaround times, production, and accuracy
• Communicate significant issues and exceptions to an appropriate higher level of authority within the organization promptly
• Prepares transfer of information from one system to another for the New Business Team
• Support sales team with meeting materials for prospective clients and financial advisors
• Complete ancillary projects as requested
• Investigate and enter new referral relationships into Pipeline

Internal Sales Consultant

Consultant

• Manage the onboarding process from the initial welcome call with the plan sponsor through completion of setup of the plan in our ESOP recordkeeping system.
• Ensure a smooth and timely setup process for both new ESOP plans and takeovers of existing plans from other service providers.
• This includes coordinating with Plan Sponsors and prior providers to collect necessary plan records and legal documentation and attending ongoing status calls as needed.
• For takeover plans, reconcile asset records to recordkeeping reports and the plan’s annual Form 5500, and establish plan specifications and participant data within the recordkeeping system.
• Follow up with prior service providers to obtain missing details and demonstrate the ability to prepare calculations of required plan records when prior providers are unable to supply them.
• Review, validate, and maintain accurate onboarding documentation and participant data.
• Utilize advanced Excel functions to organize, analyze, and reconcile data.
• Partner cross-functionally with internal teams to ensure timely completion of onboarding tasks.
• Track onboarding progress and proactively identify and resolve discrepancies or issues.
• Communicate professionally with clients, stakeholders, and internal partners regarding onboarding timelines and requirements.
• Ensure compliance with company policies, procedures, and regulatory standards.
• Maintain detailed records and provide status updates as needed.
• Adapt quickly to changing priorities, processes, and client needs in an agile work environment.
• Identify opportunities to improve onboarding workflows and operational efficiency.

ESOP New Business Consultant I

• Coordinate onboarding for new 401(k), profit sharing, defined contribution, and ESOP clients as assigned.
• Gather required data and set up new clients in internal systems.
• Ensure a smooth handoff from Sales to Onboarding to Plan Administration team.
• Partner with advisors, CPAs, recordkeepers, and investment companies to execute onboarding tasks.
• Monitor onboarding timelines, proactively addressing delays, risks, or missing information.
• Coordinate investment company conversions for existing clients.
• Prepare, review, and deliver plan documents, amendments, and restatements.
• Ensure compliance with IRS, DOL, ERISA, and SECURE/SECURE 2.0 requirements.
• Collaborate with internal technical experts on regulatory updates and document changes.
• Welcome new clients and referral sources, reinforcing Blue Ridge’s value and service model.
• Participate in client and advisor discussions to support onboarding and document needs.
• Follow established workflows to ensure consistency, quality, and compliance.
• Identify opportunities to improve processes, tools, and client experience.
• Provide timely, professional communication to clients, advisors, and internal partners.