Consultant

• CSV / Validation projects for clients in compliance with various industry regulations
• Reviewing CSV deliverables and advising clients in CSV best practice
• Completing validation activities to client requirements
• Supporting client in risk based approach and process improvement opportunities
• Providing CSV guidance and support to project teams in the resolution of validation documentation corrections and/or test defects
• Proactively monitor systems and processes to ensure compliance with standard operating procedures, audit compliance and industry best practices

Computer Systems Validation Consultant

• Own the positioning and selling of health insurance solutions across our Platform and Embed channels, targeting partner corporate client bases across the EEA, UK and select international markets.
• Lead sales-focused campaigns and initiatives designed to increase customer adoption, boost policy uptake and hit ambitious sales targets.
• Act as the health insurance expert in conversations with prospects and clients, ensuring that sales and benefits work seamlessly together to position Kota as the best place for a business to launch and house their employee benefits.
• Collaborate with the Expansion team to research, evaluate and onboard preferred health insurance providers in new and emerging markets.
• Adapt and refine health insurance solutions to meet local market demands, regulatory requirements and cultural expectations — ensuring every product offering remains competitive and commercially impactful.
• Build and implement revenue-generating strategies for both new and existing markets, working closely with leadership to align on growth goals.
• Act as the primary health insurance contact for embed partners and their end-customers, managing expectations and timelines across complex multi-party relationships.
• Coordinate with insurer and intermediary partners on pricing submissions, scheme design and commission arrangements.
• Work closely with Customer Success, Benefits Consultants, Embed, Expansions and Compliance teams to ensure a seamless client experience.
• Provide regulated health insurance information to clients, leveraging your APA in Health Insurance or General Insurance qualifications.
• Ensure all sales activity meets Central Bank of Ireland regulatory requirements and Kota's internal compliance standards.
• Support governance reviews and insurer audits as they relate to health insurance sales activity.

Benefit Consultant – Health

• Troubleshoot issues related to Dynamics 365 CE modules (Sales, Customer Service, Marketing, Field Service).
• Support and maintain Power Platform solutions including Canvas Apps, Model-driven Apps, Power Automate flows, Power BI reports, and Dataverse.
• Configuration and customisation of Dynamics 365 CE.
• Manage and coordinate system upgrades, Wave updates, and patch deployments, ensuring operational continuity and minimal disruption.
• Experience with solution lifecycle management (DevOps, ALM).
• Collaborate with business stakeholders to gather requirements and translate them into technical specifications or Change Requests.

D365 CE, Power Platform Consultant

• Spearhead end-to-end Microsoft Dynamics 365 Business Central functional implementations
• Gather, analyze, and document business and operational requirements
• Conduct workshops, discovery sessions, and stakeholder alignment meetings
• Configure and optimize Business Central modules based on client requirements
• Support finance, purchasing, sales, inventory, warehousing, and operational workflows
• Perform gap-fit analysis and recommend scalable ERP solutions
• Collaborate with technical consultants and developers on integrations and customizations
• Support data migration, UAT, training, and post-go-live activities
• Prepare functional documentation, process flows, and solution specifications
• Provide ERP best-practice recommendations and process improvement guidance
• Support integration initiatives across the Microsoft ecosystem
• Assist with troubleshooting, optimization, and continuous improvement initiatives

Senior MS Dynamics BC Functional Consultant

• Orchestrating our "Value Selling" methodology to transform customer struggles into comprehensive, high-impact learning solutions that demonstrate clear business outcomes
• Serving as the lead technical authority for the account teams to connect client requirements to our service capabilities
• Leading deep-dive scoping sessions with stakeholders to uncover the technical need, ensuring the resulting program is perfectly matched with the right instructor and platform resources
• Drafting and validating learning programs, ensuring delivery timelines, resource allocations, and pedagogical designs are realistic and scalable
• Designing course outlines and programs to create a comprehensive, multi-modal learning experience
• Driving the services revenue engine within your assigned territory by identifying expansion opportunities and ensuring every proposal is optimized for both margin and learner success
• Monitoring emerging industry trends and shifts in the tech landscape to ensure our clients stay ahead of the innovation curve

Senior Solution Consultant – Instructor-Led Training

• Partner with customers to maximize the value of their Workday investments by implementing certified integrations that automate internal business processes.
• Collaborate with sales prospects to set expectations, define project scope, and understand client requirements.
• Work closely with internal teams to continuously improve integrations, exploring opportunities to extend functionality and deliver greater value to customers.
• Proactively suggest, define, and help implement new ways to support our customers’ needs.
• Design, develop, and implement Workday integrations, with a focus on third-party payroll systems, ensuring seamless payroll data transfers.
• Provide technical expertise in payroll integrations, including mapping data fields, troubleshooting data transfer issues, and validating payroll outputs.
• Ensure compliance with data security and privacy policies when handling sensitive HR and payroll information.
• Create and maintain comprehensive technical documentation for integrations, including data flow diagrams, field mappings, and process flows.
• Manage stakeholders and project deliverables to ensure smooth and timely implementation.

Workday Consultant

• Act as the primary escalation point for complex incidents that cannot be resolved by the Service Desk team. **• Troubleshoot and resolve issues across Azure infrastructure, including Virtual Machines, Networking, Entra ID, and related PaaS/IaaS services. **• Manage and maintain Azure subscriptions, resource groups, and policies across customer tenants. **• Monitor system health and proactively identify areas for performance tuning or cost optimization. **• Implement and support Conditional Access, Entra ID configurations, and Intune management for secure endpoint and identity control. **• Deploy and maintain core Azure services such as: **o Azure Virtual Networks, VPN Gateways, and NSGs o Azure Storage and Backup solutions **• Provide advanced support for Microsoft 365, Exchange, Intune and Defender for Cloud, including integration and security posture recommendations. **• Create and maintain PowerShell automation scripts for routine administrative and remediation tasks. **• Configure and maintain monitoring policies for Windows, iOS and Android devices using third-party tools (DattoRMM, NinjaRMM, etc.) or native Microsoft tools such as Intune **• Collaborate with project engineers on new cloud implementations or migrations. **• Document troubleshooting steps and solutions to enhance the Service Desk knowledge base. **• Support continuous improvement by identifying recurring problems and proposing permanent technical fixes.

Cloud Support Consultant

• Gather and understand the business needs of First Data clients
• Ensure that the requirements are accurately documented
• Support consultancy for Design, develop, implement, and maintenance of various business applications
• Recommend possible solutions that use the FirstVision technology
• Feasibility assessment of client requirements against existing FirstVision functionality
• Determine stakeholders and establish areas for additional stakeholder involvement
• Anticipate post-production implications with delivery of requirements

Technical Consultant

• Lead the design and delivery of solutions built using Microsoft Copilot Studio
• Work with clients to identify use cases for copilots, conversational automation, and related Power Platform solutions
• Build and configure copilots, topics, actions, orchestration flows, and integrations with business systems
• Apply a strong understanding of Dataverse and model-driven app architecture when designing connected solutions
• Advise clients and colleagues on best practice for Copilot Studio, Power Platform, and associated solution design
• Act as Codec’s internal subject matter expert for Copilot Studio, helping to grow capability, standards, and delivery approach
• Support solution design where Azure services or wider Microsoft platform components are needed
• Contribute to workshops, estimates, documentation, pre-sales activity, and project delivery

Senior Copilot Studio – Power Platform Consultant

• Gestionar leads para maximizar conversiones.
• Realizar asesorías personalizadas por WhatsApp, llamadas, email y reuniones virtuales/presenciales.
• Explicar beneficios de los programas, resolver dudas y cerrar ventas.
• Mantener seguimiento constante hasta la matrícula final.
• Documentar y reportar métricas de avance y productividad en CRM.
• Participar en ferias, webinars y actividades de captación.
• Alcanzar y superar objetivos de ventas diarios, semanales y mensuales.

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