Consultant

• 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

• Development of strategic asset management plans
• Development of service levels, performance measures, and business process improvement initiatives
• Collaborate with others to analyze utilities’ operational business processes and decision support system solutions
• Perform consulting tasks associated with business process analysis, asset registers/inventories, criticality, condition assessment, and repair and renewal needs
• Perform analysis of large utility GIS, maintenance, data collection tools, or condition assessment databases to support inspection, condition assessment, and planning programs
• Evaluate utilities’ asset management activities, including asset inventories, technology support consequence of failure, condition and remaining useful life, repair and renewal needs, and cost projections
• Provide recommendations for improved operations and maintenance practices, as well as supporting technology to minimize asset life cycle costs
• Improve the effectiveness of asset management technology support with master plans, business process improvement, data integration, and associated technology applications

Senior Asset Management Consultant

• Create exceptional experiences by responding promptly to inquiries and creating personalized follow-up by email, phone, text or video to enhance the customer experience.
• Establish a positive relationship with both internal and external customers.
• Attract new residents through advertising, recording video tours of all vacant units, conducting lease tours in person or virtually, and encouraging referrals.
• Manage the leasing process from first point of contact to move in.
• Manage all leads in lead management system and follow up using Legends best practices.
• Actively engage in corporate outreach with existing corporate preferred employers.
• Identify and develop new relationships and opportunities through in-person visits and frequent communication touch-points.
• Actively conduct outreach to local businesses.
• Participate in resident retention program and renewal process.
• Together with Property Managers and Assistants, organize and conduct resident events.
• Consistently post engaging content to social media account.
• Create engaging resident communication such as flyers, newsletters, and videos.
• Adopt and practice new leasing innovations as they are introduced by Legend.
• Demonstrate behaviors that cultivate a positive work culture.
• Commit to professional development, stay up-to-date with industry trends and changes, and attend training.

Leasing 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

• Guide customers in building scalable, optimally managed solutions and adaptable to technological improvements using Red Hat technologies.
• Continuously learn, grow, and adapt to new skills and technologies.
• Travel weekly, Monday-Thursday, to client locations, some potentially outside your local area.

Consultant, OpenShift Infrastructure

• Promote a product to meet/exceed sales goals in community/private practices as well as hospitals/health systems
• Identify/uncover customer needs (training, clinical, operational, reimbursement) and address with appropriate AbbVie resources
• Expert delivery of anatomical/procedural information and training, including the appropriate use of anatomical terminology to train injection paradigms/postures while highlighting various anatomical and injection insights and considerations
• Provide education and clinical/injection training for residents, fellows, and other key hospital personnel
• Collaborate with other Account Specialist to promote the product for approved indications and execute individual, department, or group resident/fellow trainings within hospital/health system accounts
• Comply with all company policies, required reports, requests and promotional compliance and effectively manages AbbVie field assets
• Effectively utilize AbbVie's sales and data resources to enhance productivity and growth of AbbVie products while implementing U.S. Marketing Plan

Senior Account Consultant, Eye Care Implant

• Answer incoming phone calls from customers to offer support.
• Answer support tickets to help customers and free trials using Zendesk.
• Educate customers on newly released features, functionality, and best practices within Follow Up Boss.
• Guide customers through Zillow integration setup and adoption.
• Support Zillow integration onboarding by helping team leads and agents understand enablement order and profile linking requirements.
• Monitor accounts to ensure customers are thrilled and help customers realize value from core Follow Up Boss workflows and connected Zillow workflows.

Senior Support Consultant

• Work with a team focused on troubleshooting technical issues, handling billing inquiries, and educating partners on our products and services through a variety of channels
• Provide world-class support to Zillow’s Partners and real estate agents
• Address issues while anticipating our customer’s needs and maintaining a high level of integrity and customer service
• Act as subject matter experts on Zillow’s products, features, and functionality, striving to resolve inquiries the first time they contact us

Partner Support 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

• 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

• Solution Design & Configuration: Design and configure Dynamics 365 CE modules (Sales, Customer Service, Marketing, Field Service, etc.) to meet client requirements.
• Client Engagement: Collaborate with stakeholders to gather requirements, analyze business processes, and translate them into functional solutions.
• Technical Leadership: Provide guidance and mentoring to junior consultants and developers on best practices.
• Customize Dynamics 365 CE to match client-specific processes, including custom entities, fields, workflows, and forms.
• Work with technical teams to integrate Dynamics 365 CE with other business applications, including ERP, marketing, and service platforms.
• Serve as the primary functional advisor for clients, providing expertise on Dynamics 365 CE best practices, industry standards, and how to leverage the platform for business optimization.
• Implement data governance, security roles, and compliance policies across environments.
• Conduct workshops, training sessions, and knowledge transfers to client teams or internal staff.
• Stay up to date with Microsoft’s roadmap, new features, and industry trends to advise clients strategically.
• Document functional specifications, configuration settings, and system changes.
• Prepare regular project status reports and communicate progress to both internal teams and clients.
• Work closely with technical teams (developers, system administrators) and project managers to ensure successful solution delivery. Participate in project planning and progress meetings, providing functional expertise throughout the project lifecycle.

D365 CE Functional Consultant

• Serve as an expert resource for Stop Loss medical claims
• Research and resolve advanced claim inquiries
• Interpret and apply contractual language consistently
• Provide consultative guidance to requestors on claim status and required documentation
• Own inquiries from intake through closure, ensuring accountability
• Deliver clear, concise, and customer-appropriate written communication
• Identify inquiries that require adjudication or reimbursement review and route to appropriate Claims Analysts
• Document research, decisions, communications, and handoffs thoroughly in the system of record
• Ensure all claim handling complies with privacy, security, and regulatory requirements

Stop Loss Claims Resolution Consultant

• Provide technology consulting to external customers and internal project teams
• Responsible for providing technical support and/or leadership in the creation and delivery of technology solutions
• Actively contribute to the company’s solutions portfolio by providing information ranging from technical knowledge to methodologies
• Shape technical direction and strategies within the organization and for external customers
• Accountable for consistent and significant chargeability levels and assisting in meeting or exceeding revenue and customer satisfaction goals

Senior Federal Technical Consultant – Clearance Preferred TS/SCI with Poly

• Provide timely reviews of patient medical records to ensure accurate and complete documentation
• Work with providers and coders to ensure that documentation reflects the complexity of the patient
• Review medical records as assigned for complete and accurate documentation of all relevant diagnoses and procedures
• Initiate and complete queries as necessary for accurate data
• Adhere to guidelines as set forth by ACDIS, AAPC, and AHIMA
• Maintain strict confidentiality of all patient information in accordance with HIPAA
• Demonstrate understanding of healthcare business: DRG payer issues, audit risks, documentation opportunities, quality metrics, hierarchical condition categories
• Work closely with clients, co-workers, and management to meet specific needs of each assignment
• Effectively utilize computer software based on specific client requirements

CDI Consultant

• Support or Lead the Time Tracking work stream driving towards decisions and recommending best practices related to Workday functionality.
• Identify strategies, risks, and options, recommend approaches and mitigations to meet client/functional requirements.
• Lead, mentor, counsel and manage performance of project staff (depending upon project structure)
• Advise clients on industry standards and leading practices.
• Demonstrate design options through the use of prototyping.
• Configure and test the Workday system.
• Understand and apply Workday and Accenture methodologies.
• Demonstrate strong client and stakeholder collaboration to achieve project objectives.
• Support innovation through the creation of new industry leading methods and assets.

Workday Time Tracking Consultant

• drive all aspects of customer engagements
• execute internal and customer-facing projects
• identify follow-on opportunities
• continuously expand technical breadth
• mentor junior resources
• maintain high customer satisfaction
• transition customers from PoC to production rollouts

Lead Consultant, Consulting Services

• Evaluate clients' financial needs and goals to recommend appropriate insurance products
• Develop personalized insurance plans that align with clients' long-term financial strategies
• Establish and maintain strong relationships with clients
• Stay informed about the latest insurance products and industry trends
• Ensure all recommendations and sales comply with company policies

Wealth Consultant

• Serve as the primary functional point of contact supporting day-to-day operations of the client's acquisition management system
• Provide functional support, issue triage, and problem resolution for Government users
• Analyze business requirements and recommend system configuration and workflow improvements that align with Federal acquisition best practices
• Support the deployment and adoption of new application capabilities and enhancements
• Develop business process recommendations that align technology capabilities with mission objectives

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