Consultant

• Analyzing processes, documenting business case opportunities, and implementing process improvement/transformation initiatives in support of Operational Excellence objectives
• Supporting the execution of change initiatives which may result in cost efficiencies, quality, productivity, and risk mitigation
• Working with business leaders and subject matter experts, ensuring collaboration and transparency across integrated business and technology teams, and driving execution of solutions within the budget and timeline
• Implementing low to moderately complex solutions to address issues and risks, optimize efficiency, reduce variability, and improve controls, quality, and sustainability
• Establishing a model for continuous process improvement by applying process engineering best practices and delivering reusable technology solutions
• Leveraging analytics and critical thinking to solve complex business problems and translate issues into structured design oriented solutions with clearly defined business case benefits
• Supporting the development of enterprise change management deliverables for material projects including project charters, Suppliers, Inputs, Outputs, and Customers (SIPOC), Responsible, Accountable, Consulted, and Informed (RACI) process maps, risk assessments, control plans, and related artifacts
• Leading working teams through strategic planning by utilizing a simplification mindset to accurately depict the current Single Process Inventory (SPI) inventory in the Process Owner Portal (POP) and assess gaps against the Process Management Policy, Standard and associated Standards
• Interacting with all levels of the EC organization from Process Executives, Process and Control Owners, Credit BSEs, and ECATS partners
• Integrating business best practices and leveraging technology to develop and deploy automated/revised solutions.
• Building action plans to identify pain points/variation and provides recommendations to drive continuous improvement
• Accountability for engaging the appropriate partners and SMEs to remediate Challenges raised against the Commercial Credit SPI portfolio and to deliver against expected Operational Excellence outcomes and timelines

Process Design Consultant I – Enterprise Credit

• Supports franchisees within a designated territory throughout their franchise lifecycle
• Collaborates with franchisees to develop quarterly/annual business plans
• Conducts quarterly store evaluations to ensure compliance with brand standards
• Builds relationships, provides training, coaching, and communication to franchisees
• Assists with franchise renewals, ownership transfers, relocations, and new buildouts
• Plans convention style networking meetings to educate and share best practices.
• Identifies and addresses operational and financial issues impacting franchisee success
• Maintains regular communication to monitor progress and ensure timely completion of training requirements

Franchise Consultant

• Responsible for managing the evaluation, planning, and implementation of initiatives and projects within Advocate Health’s Centers for Medicare & Medicaid Services (CMS) and the Centers for Medicare and Medicaid Innovations (CMMI) Government Programs
• Provides management support to identify and implement utilization improvement and tactical financial targets
• Motivates and directs internal work teams, sets goals, objectives and priorities for outlined strategic initiatives by leading design sessions
• Plans, organizes, controls, and evaluates projects from concept phase to implementation
• Serves as primary interface with key stakeholders on tasks, deliverables and issues regarding the Government Programs initiatives
• Prepares key performance measures and develops baseline measures to track and monitor pre- and post- improvement initiatives

Senior Performance Excellence Consultant

• The Claim Consultant is responsible for managing First Party Commercial Property and Inland Marine claims ranging from moderate to highly complex exposures, including claims with six-figure loss potential.
• This role requires expertise in investigating, evaluating, negotiating, and resolving claims, while coordinating independent adjusters, field resources, and subject matter experts as needed.
• The Claim Consultant will interpret and apply policy coverage, including Primary, Excess, and Quota Share coverages, and draft clear, comprehensive coverage correspondence.
• Develop and execute claim strategies for investigation, evaluation, disposition, and settlement in accordance with company policies, regulatory requirements, and ethical standards.
• Assess claim exposure, establish reserves, prioritize activities, manage timelines, and drive timely resolution of assigned claims.
• Communicate claim status, significant developments, and claim disposition to business partners and management as required.

Claims Consultant – Global Specialty Property

• Lead and manage a portfolio of literacy-focused projects, including scoping, budgeting, staffing, risk management, financial monitoring, quality assurance, delivery, and closeout.
• Provide technical assistance and capacity-building support to schools, districts, state education agencies, and partners to strengthen coherent literacy systems, including curriculum, instruction, assessment, professional learning, and implementation support.
• Guide teams in developing and implementing evidence-based literacy interventions and improvement strategies grounded in reading, writing, language, adolescent literacy, and supports for multilingual learners.
• Collaborate with clients and partners to assess needs, analyze data and evidence, develop theories of action and improvement plans, and monitor implementation, outcomes, and sustainability.
• Design and deliver professional learning, coaching, consultation, communities of practice, convenings, and other learning experiences for educators and education leaders.
• Oversee reports, presentations, tools, professional learning materials, and other client-facing products to ensure they are accurate, actionable, equitable, and responsive to client needs.
• Build relationships with education leaders, policymakers, funders, researchers, preparation programs, and community organizations; represent Education Northwest through presentations, publications, and externally facing products.
• Lead and contribute to business development, including opportunity pipelines, strategic partnerships, proposals, grant writing, client presentations, networking, and new products or services that address emerging literacy needs.
• Mentor project teams and collaborate across multifunctional teams to strengthen project management, client engagement, quality, equity-centered practice, feedback, and coordinated delivery of consulting services.

Principal Consultant – Equity & Systems Improvement for Literacy

• Ensures that claims are analyzed for coverage, are adjusted, and paid properly within company guidelines
• Develop and maintain strong relationships with brokers and clients
• Coordinating and managing communication with internal and external stakeholders (e.g., Underwriting, reinsurers, external vendors, etc.) to ensure the highest level of customer service
• Investigate high exposure claims that involve complex issues and/or litigation – requires qualified legal analysis
• Evaluate and address coverage issues and determine appropriate reserving levels
• Maintain an active Diary
• Drive effective subrogation/salvage processes
• Ensure all claims handled within authority limits and in line with our procedures and guidelines
• Selects vendors, lawyers, independent surveyors, and monitor expenses paid too these vendors to ensure service quality
• Reviews and analyzes claim reports to identify and address trends
• Develops and implements strategies to correct adverse trends

Senior Claim Representative/Claim Consultant

• Lead onboarding engagements for RIAs and Broker Dealers using Advyzon's implementation methodology
• Serve as the primary consulting contact throughout the onboarding process
• Conduct discovery sessions to understand client business processes
• Configure platform settings and assist clients with system setup
• Deliver virtual product demonstrations and training sessions
• Monitor onboarding progress and proactively identify risks
• Document client requirements and implementation milestones
• Advise clients on Advyzon best practices
• Troubleshoot onboarding questions and coordinate with internal teams
• Collaborate with Sales and other teams to facilitate smooth transitions

Technical Consultant

• Analyzes and reports on highly complex customer needs.
• Facilitates cross-functional teams and/or leads projects with regional or company-wide scope.
• Conducts complex analysis with advanced knowledge of statistics, predictive modeling, and data mining.
• Establishes and defines processes and standards for data quality.
• Works with cross organizational partners to understand internal customer needs.
• Maintains optimal operation of departmental applications.
• Keeps current on industry and regulatory/compliance issues.
• Develops strong relationships with technology partners.

Senior Business Performance Analysis Consultant

• Partner with home office, branch, or regional leadership at large RIAs, broker-dealers, banks, and insurance organizations
• Implement practice management offering based on selected strategy and engagement
• Execute on strategic goals that align with corporate initiatives, including the creation of firm-wide programs and best practice content collaboration
• Travel to firm headquarters, industry conferences, and partner events to lead live practice management sessions and represent Zocks as a subject-matter expert
• Serve as the practice management consultant to align Zocks with firm-level initiatives (e.g., organic growth, retention) across home office, branch, or regional leadership structures
• Design multi-phase rollout strategies for large organizations. Identify which advisor or producer segments to target first, and define what "success" looks like at the organizational level
• Act as the voice of the enterprise client to our Product team, surfacing critical feature needs
• Collaborate with enterprise leadership to design scalable programs for their advisors or producers, including best practice content and webinars
• Own the creation of high-level thought leadership and practice management assets, including "Best Practice" playbooks
• Define learning paths and maturity models for different user personas
• Deliver in-person and virtual sessions tailored to each firm's advisors and producers
• Represent Zocks at industry conferences and firm-hosted events, delivering presentations on practice management and AI adoption
• Travel periodically to meet with clients and attend industry conferences (approximately 2x/month, with heavier travel during spring and fall conference seasons)

Senior Consultant, Practice Management

• Lead and manage the implementation of Truvio’s Advanced Treasury or AP Automation solutions for multiple clients simultaneously in North America
• Analyze current business processes and recommend improvements aligned with our embedded best practices
• Facilitate discovery workshops and gather business requirements from stakeholders
• Collaborate with implementation consultants, developers, and customer project teams to support successful solution delivery
• Deliver client presentations, workshops, and user training
• Support customers during project execution and post-go-live optimization
• Manage multiple client engagements while maintaining project timelines and deliverables
• Provide strategic feedback to internal product and consulting teams based on customer experiences

Business Consultant

• Manages an inventory of highly complex commercial claims
• Ensures exceptional customer service by managing all aspects of the claim
• Verifies coverage and establishes timely and adequate reserves
• Leads focused investigation to determine compensability, liability and covered damages
• Resolves claims by collaborating with internal and external business partners
• Establishes and manages claim budgets
• Realizes and addresses subrogation/salvage opportunities
• Achieves quality standards by managing each claim
• Keeps leadership informed of significant risks and losses
• Maintains subject matter expertise and ensures compliance with state/local regulatory requirements
• Mentors, guides, develops and delivers training to less experienced Claim Professionals.

Claims Consultant, Life Sciences

• Partner with Sales, Account Management, and Product teams to shape customer solutions
• Analyze customer challenges using structured frameworks and digital tools
• Deliver impactful demos and value-based storytelling
• Collaborate with Product and Engineering to align on future-ready solutions

Travel Sellers Solution Consultant

• Preparing all aspects of detailed cost estimates with minimal supervision for projects
• Accurately projecting the cost of upcoming projects
• Responsible for conceptual, definitive, man-hour, and equipment factored total installed cost estimates
• Preparing economic cost studies, cash flows, and contingency analyses
• Performing detailed cost estimates utilizing the Cost Breakdown Structure
• Summarizing the total cost of each item from experience
• Preparing detailed breakdown of components and elements of estimates for systems and subsystems
• Performing conceptual estimating
• Collaborating with the project supervisor to ensure project estimate meets all financial and regulatory guidelines
• Operating and providing oversight and guidance on the use of selected estimating software
• Supporting price negotiations
• Obtaining cost information for materials and services
• Participating in client presentations as required
• Performing detailed cost estimates for professional services
• Developing duration estimates of specific construction activities
• Preparing independent cost estimates for submitted change order proposals
• Collaborating with the scheduling team to develop productivity-based cost estimates

Estimator III – Consultant

• Coach franchise owners to improve revenue, profitability, and overall business performance.
• Analyze KPIs, financial statements, sales metrics, and operational reports to identify growth opportunities.
• Conduct regular business reviews and develop action plans that drive measurable results.
• Travel to franchise locations to provide in-field coaching and operational support.
• Lead virtual coaching meetings and follow-up accountability sessions.
• Assist with onboarding and launching new franchise locations.
• Deliver training on Honest Abe systems, processes, and best practices.
• Partner with marketing, sales, finance, and operations teams to help franchisees succeed.
• Identify operational challenges before they become business problems.
• Build trusted relationships while maintaining accountability to company standards.

Franchise Business Consultant

• Overseeing the implementation of policies, procedures, and strategies related to problem-solving court data
• Data collection, verification, validation, organization, maintenance, and statistical analysis
• Presenting qualitative and quantitative data using various software applications
• Conducting statistical analyses and developing and maintaining data reporting materials such as manuals, tools, and dictionaries
• Providing statistical, analytical, and research support to the Steering Committee on Problem-Solving Courts
• Compiling, auditing, and analyzing court data
• Preparing detailed reports and offering technical assistance to courts
• Responding to data and information requests
• Collaborating with judges and court staff

Court Statistics Consultant – Telework Eligible

• Partner with relationship managers and business bankers in a consultative selling role responsible for meeting annual sales goals and sales activity targets by developing and executing a strategy to retain and fully penetrate existing relationships
• Review and analyze moderately complex business, operational, or technical challenges that require an in-depth evaluation of multiple factors within Treasury Management Consulting functional area
• Independently resolve moderately complex issues
• Lead a Treasury Management Consulting team to meet project deliverables while leveraging solid understanding of Treasury Management Consulting functional area, policies, procedures, and compliance requirements
• Collaborate and consult with Treasury Management Consulting peers, colleagues, and more experienced managers to resolve issues and achieve goals
• Lead Treasury Management Consulting projects and teams, or serve as a mentor for less experienced individuals

Senior Treasury Management Consultant

• Manage prospect leads and conduct virtual property tours.
• Achieve leasing targets and prioritize tasks using CRM software.
• Build rapport with prospects and convert appointments to tours.
• Ensure seamless experience with on-site associates.
• Engage in prospect communication based on specified preferences.
• Conduct purposeful and conversion-focused phone calls to secure appointments.
• Educate and promote benefits of becoming a Windsor Resident.
• Conduct quarterly competitor shopping and property tours.
• Ensure proper execution of all leasing-related programs and technologies.

Regional Leasing Consultant

• Create technical hardware sets and specifications for the architectural community, including code compliance for new construction projects as well as aftermarket requests.
• Provide solutions to architects on product application requirements.
• Participate in pre and post installation meetings as needed.
• Assist with revisions, access control coordination, and requests for information during all phases of the project.
• Communicate strategic project information to Project Manager to assist in the formation of a project strategy for the sales force.
• Communicate project changes that may impact specification and sales strategy, maintain 2-way communication with Project Manager and Sales Team
• Exhibit an intermediate understanding of electro-mechanical products and solutions including access control and software.
• Communicate door hardware coordination requirements and/or conflicts, such as access control, electrical requirements, and specialty doors.
• Work in conjunction with Architectural Services Team to provide a positive customer experience and deliver on project commitments.
• Maintain excellent industry/competitor product knowledge by reviewing and understanding market data of competitive activity.
• Adapt to changes in the marketplace.
• Utilize CRM and Specification Writing software and collaboration tools.
• Maintain awareness of all Allegion policies, guidelines, and procedures and ensure compliance.

Specification Consultant

• Assist with the development and implementation of OEM Tire Program strategy and marketing communications
• Serve as the Tire Program liaison between Head Office, Dealers, Tire Manufacturers and other key stakeholders
• Work with the Tire Manufacturers to help them better understand dealership needs for inventory improvement and staff training (sales and product)
• Train Tire Manufacturers and dealership staff on the operations, incentives, communications, reports, online tools, and all other elements of the Tire Program
• Assist Tire Manufacturers in setting expectations and goals for dealerships
• Support Head Office Regional personnel in all Tire Program elements
• Serve as a support to the Tire Manufacturers and at the dealership level to maximize tire strategies
• Direct dealership visits (with Tire Manufacturer personnel and Head Office field personnel) to improve all aspects of stocking, merchandising and selling of tires
• Attend and present Tire Program updates at Parts & Service Manager meetings, monthly Regional Organization Meetings, and Tire Manufacturer training conferences
• Assist dealerships with Tire Program setup of tire selections, inventory strategy, displays, etc.
• Enrollment of new dealerships
• Develop and collaborate with OEM Field Contacts to drive tire business
• Develop and deliver strategic market plans to support book of business with growth initiatives, improve dealership performance and follow up
• Database management operations
• Deliver to agreed timelines and budgets
• Other Duties as Assigned

Dealer Development Consultant, Florida

• Co-create Alliance leadership strategy to advise JGI staff
• Assist with agenda development for the Alliance gathering
• Facilitate a 1-2 hour interactive session with Alliance members
• Review Alliance strategic plan materials and assess current state
• Participate in planning sessions for the workshop
• Develop report detailing recommendations for Alliance leadership and management strategy.

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