Consultant

• Act as an extension of the client’s human resources department to administer all aspects of the leave of absence and accommodation process for their employees.
• Complete all administrative tasks related to leave of absence and accommodation management utilizing a date-driven leave of absence system.
• Execute new leave requests, complete reminder phone calls, emails, and return to work communication.
• Determine eligibility for federal leave of absence and accommodation regulations (FMLA, ADA, etc.), state leave regulations, and other client-specific leave policies.
• Maintain accurate records in the system for each leave of absence and accommodation case.
• Communicate with employees about their eligibility for leave and wage replacement options.
• Generate and send all required leave notices and paperwork within the designated timeframe.
• Work closely with the employee to assist with timely return of required paperwork.
• Review medical certifications and other documentation to determine if employee qualifies for leave.
• Generate and send designation notices to employees within the appropriate time frame.
• Provide frequent updates to clients regarding an employee’s leave request, status, and return to work dates.
• Act in an advisory role for reasonable accommodations under ADA and process approvals per the client’s direction.
• Help clients navigate complicated leave of absence cases and regulations.
• Generate weekly and ad-hoc reports for clients and employees.

• Supports system capabilities to deliver enhancements and bug fixes
• Assist with development of technical specifications, test plans and implementation plans for system/processes and projects
• Responsible for the support of lower system test regions
• Reviews and provides recommendations regarding design and development changes or upgrades related to regulatory requests, rate changes and business requests
• Contributes to the assessment and improvements to systems, procedures and computer applications related to Customer Care Operations
• Develops and runs data requests from existing systems, data marts and data warehouses
• Collaborates with IT and business partners to enhance IT systems in order to make business practices more efficient and economical
• Supports the development process and product lifecycle by developing User Acceptance Test strategies and participating in the User Acceptance Testing, including bill messages
• Provides assistance to various Customer Care training functions for developing instruction/training
• Works collaboratively with business and all support partners to drive cross-functional alignment
• Handles miscellaneous request as needed (i.e. security requests)

Consultant, Business Change Support

• Manage end-to-end trade workflows in Aladdin, proactively resolving issues, validating cash and positions, and reducing operational risk through targeted Excel/SQL checks.
• Apply strong understanding of the full trade lifecycle and downstream dependencies to ensure accurate execution and minimize exceptions.
• Utilize Aladdin Front Office tools—including OMS, pre-trade compliance checks, live blotters, exposure dashboards, and analytics—to manage orders and monitor real-time positions.
• Leverage Aladdin post-trade views such as allocation status, confirmation/matching queues, and settlement ladders to anticipate operational issues.
• Identify and escalate operational risks early, communicating effectively with Trading, Post-Trade Operations, and external counterparties.

Front Office Consultant

• Achieve the operations and business performance goals for their portfolio of Franchisees, as set by their regional operations leader.
• Facilitate Annual Planning and Franchise Business Review process with Franchisees to assess performance based on previous goals and commitments, and to align on future goals and commitments.
• Align priority areas with Franchisee to drive the business in sales, profitability and network growth, while delivering a safe and consistent brand experience.
• Develop plan to coach Franchisee, through regular check-ins, to follow-through on commitments.
• Track and review on-going data and analytics to guide Franchisee actions toward their goals, commitments, and plans.
• Interpret data to provide coaching and recommendations on priorities for Franchisee to address.
• Follow up on Franchisee commitments and monitor data to check progress.
• Support Franchisees in understanding the processes for remodeling and building new restaurants.
• Align with the construction team and the Franchisee, monitor the milestones, and hold the Franchisee accountable to ensure that completed facilities meet required operational specifications.
• Provide support during all remodel and new store openings.
• Facilitate communications between Franchisee and applicable cross-functional partners based on Franchisee’s individual goals and opportunities in pursuit of safe and consistent brand experience, same-store growth, and preparations for unit growth.
• Participate and work “as-needed” with the Field Marketing Team on updates for operations initiatives and new marketing product and promotion rollouts.
• Monitor and support the execution of local, DMA and regional marketing plans.
• Perform evaluations on restaurants as-needed based on the Franchisee Business Review process or other indicators.
• Partner with Field Training Team to coordinate training support to the franchisee.
• Ensure the effective use of G&A expenses within parameters set by regional leads.
• Complete all responsible administrative functions and requirements of the position in a timely manner.

Franchise Business Consultant

• Remote troubleshooting for clients: Diagnose and resolve client issues across AV, networking, control, lighting, and surveillance platforms using remote management tools
• Remote support for Daisy techs: Provide expert support for our internal Daisy Technicians when they are in the field
• Case creation and management: Open a case in Dynamics for every material interaction and either resolve and close, or assign to a branch with full context
• Client engagement: Build trust on every call
• Work order and booking: When a truck roll is required, create the work order, schedule the booking against branch capacity, and confirm details with the client
• Payment collection: Collect payment from clients over the phone using Daisy payment links
• DaisyCare / membership enrollment: Sign clients up for ongoing support programs
• Lead handling: Pre-qualify leads against the documented lead-management process and assign them to the appropriate branch sales contact
• Documentation: Capture clear, accurate notes for every case so the next person picking it up loses no context
• Continuous improvement: Surface gaps in processes, systems and training; help refine call-center processes as the function scales

Tech Support Consultant

• Lead large and complex forensic equipment loss investigations with minimal oversight
• Evaluate damage to industrial, commercial, and specialty equipment
• Determine cause of loss, extent of damage, and repair or replacement scope
• Schedule and conduct site inspections and field assessments
• Review client provided records including invoices, budgets, schedules, and technical documentation
• Perform financial analysis to develop damage estimates and restoration costs
• Prepare clear, well supported expert reports for insurers, third party adjusters, attorneys, corporations, and private clients
• Present expert opinions during client meetings, mediations, depositions, and legal proceedings
• Maintain direct and consistent communication with clients and stakeholders
• Mentor and support junior consultants through technical guidance, field support, and report review
• Participate in peer review and quality control activities
• Actively support business development through client outreach, industry events, and professional presentations
• Coordinate with internal teams to meet project scope, schedule, and budget expectations
• Maintain accurate job files, documentation, and records
• Perform other duties consistent with a senior consulting role

Senior Equipment Loss Consultant

• Contribute to the migration of financial and participant data for defined contribution plans to Fidelity
• Coordinate data specifications and configure systems
• Establish efficient data links, addressing technology gaps and handling conversion schedules
• Assure flawless execution and client happiness

Data Exchange Consultant

• Reviewing and approving high-volume supervision items, including non-cash compensation (credit cards, check requests) and Logoed related orders
• Monitoring gift & entertainment activity for policy, strategic firm and regulatory compliance
• Conducting surveillance of email, text, and social media communications
• Responding to field inquiries and providing clear, practical supervision guidance
• Conducting annual interviews and training sessions with registered representatives
• Identifying and escalating potential risks, applying sound, business-aware judgment
• Contributing to or lead SME areas (e.g., NCC, communications, marketing, registration, complaints)
• Partnering with Compliance (2nd line) and Field Assurance (3rd line) to ensure effective oversight
• Delivering fast, accurate supervision in a high-volume environment
• Identifying risks early without slowing down business
• Building expertise in key areas and improving consistency and quality across reviews

Supervisory Principal Consultant

• Lead targeted customer outreach to explain updated claim reimbursement controls, drive adoption, and support understanding and compliance.
• Spend approximately 60% of the role on the phone conducting customer outreach related to claim reimbursement controls, education, and support.
• Analyze LTC claims and provider billing patterns to identify potential fraud, waste, and abuse.
• Prepare data extracts, dashboards, and concise analytic summaries to support case development and investigations.
• Monitor and communicate emerging fraud schemes; help design mitigations, controls, and process improvements.
• Partner cross-functionally with investigators, clinical teams, and technology teams to improve fraud operations and detection capabilities.
• Gather and document business needs (requirements, user stories, process flows) for enhancements to fraud detection and case management tools.
• Support performance monitoring and reporting for the LTC FWA program, and contribute to continuous improvement across fraud operations.

LTC Fraud Consultant

• The Associate Consultant, is a member of the Business Change Support team supporting Customer Care with planning and implementing technical solutions
• The Business Change Support team is responsible for working with Customer Care, IT and various stakeholders to ensure smooth, defect free and timely delivery of Customer Group projects, enhancements as well as providing support and communication with resolving system issues
• With direction, responsible for testing system changes, assisting with implementation for system support that directly impact critical business goals including company targets and customer satisfaction
• Execute test plans and implementation plans for Op Co rate testing, by adhering to User Acceptance Test strategies and participating in the User Acceptance Testing, including bill messages
• Supports system capabilities to deliver enhancements and bug fixes
• Assist with specific operating company initiatives and requirements
• Assist with reviewing and providing recommendations regarding changes or upgrades related to regulatory requests, rate changes and business requests
• Contributes to the assessment and improvements to systems, procedures and computer applications related to Customer Care Operations
• Supports developing and running data requests from existing systems, data marts and data warehouses
• Collaborates with IT and business partners to enhance IT systems in order to make business practices more efficient and economical
• Supports both the business and technical understanding of the customer experience, back-end technologies/capabilities and business operations
• Provides assistance to various Customer Care training functions for developing instruction/training
• Works collaboratively with business and all support partners to drive cross-functional alignment
• Handles miscellaneous requests as needed (i.e., security requests, projects)

Associate Consultant, Business Change Support

• Embed Solutions Architect methodologies into the delivery lifecycle, performing deep functional and operational solutioning for enterprise customers.
• Configure the Shipium platform and APIs, reviewing technical setups in detail to guide customers toward industry best practices.
• Partner with Engineering, Product, and Solutions Engineering teams to navigate complex technical trade-offs based on your deep knowledge of our product suite.
• Collaborate with the Professional Services and Pre-Sales teams to scope, estimate, and develop proposals for custom configurations.
• Build, document, and implement scalable, clean project implementation methodologies and standard operating procedures (SOPs).
• Own the technical implementation from initial kick-off through post-go-live "hyper care" before handing off to Customer Success.
• Deconstruct complex timeline issues into actionable components; proactively identify and communicate technical blockers or risks to stakeholders.
• Serve as the technical anchor for the Implementation team—coaching, mentoring, and training team members on advanced technical workflows.
• Act as a strategic partner to Product and Engineering, championing customer needs to directly influence the product roadmap.
• Participate in the hiring and interview process as we scale, while continuously creating and distributing documentation on integration best practices.

Lead Technical Implementation Consultant

• Work directly with the sales team to gather customer requirements, sample data, and define specific scenarios via on-site or virtual customer engagements, leading structured discovery to enable tailored, value-led demonstrations
• Identify solution components that bring clear business value to the customer, aligning Loftware capabilities to both technical and business challenges
• Prepare and present business value through tailored presentations, demonstrations, and proposals, ensuring a clear linkage between customer needs and solution outcomes
• Design and deliver value-led demonstrations that are aligned to customer-specific scenarios, clearly articulating differentiation and impact
• Support and contribute to RFx processes (RFI/RFP/RFQ), ensuring responses accurately reflect solution capabilities and value
• Support and, where required, lead Proof of Concept (PoC) activities, including defining scope, success criteria, and guiding customer evaluation
• Address technical questions about the solution and act as a trusted advisor to both business and technical stakeholders
• Regularly liaise with members of the Sales team and colleagues across Product Management, Engineering, Professional Services, and senior leadership to ensure the clients' and Company's needs are met
• Collaborate with Loftware Regional Sales Representatives in identifying and evaluating technical solution design and contributing to winning deal strategies
• Assist in the development of presentations, tools, and execution of sales strategies resulting in new business revenue as well as expansion of existing relationships
• Develop customized value propositions and account strategies, understanding both the technical and business challenges of each prospect
• Interface with customers, including C-level executives, to build presentations, proposals, and statements of work (SOW), assess risk, and support navigation of complex sales cycles
• Report internally on customer requirements in an organized fashion to assist Product Marketing and Product Management in defining future product requirements
• Act as a Subject Matter Expert (SME) in defined solution areas, supporting peers across the Solution Consulting team
• Contribute to the development and improvement of presales assets, including demo content, presentations, and best practices
• Contribute to go-to-market activities such as events, webinars, and thought leadership content
• Build strong alignment with Sales and incorporate feedback to continuously improve effectiveness and impact

Senior Solution Consultant

• Partner with clients to analyze fleet operations and identify opportunities to improve efficiency, reduce costs, and support strategic objectives
• Conduct fleet business reviews, portfolio analyses, and custom reporting to deliver data-driven recommendations
• Build and present insights and solutions to client fleet management teams and business leaders
• Develop dashboards, visualizations, and reporting tools using PowerBI and other analytics platforms
• Collaborate cross-functionally with Client Experience, Operations, Technology, and other internal teams to support consulting initiatives and continuous improvement efforts
• Support enhancements to Merchants’ client technology platform, TotalView, including reporting and analytics capabilities
• Manage client relationships and special projects from analysis through implementation
• Translate complex data into practical business recommendations and executive-level presentations
• Contribute innovative ideas and process improvements to support the evolution of Merchants’ consulting services and solutions

Fleet Consultant

• Support key components of the offering lifecycle, from opportunity assessment and requirements development through pilot, launch, and ongoing optimization
• Develop differentiated wealth management offerings by deeply understanding client segments, behaviors, and unmet needs
• Partner with analytics, research, and customer insights teams to ground decisions in data and real client behavior
• Run pilots and experiments to test hypotheses, refine value propositions, and inform scaling decisions
• Build clear, compelling product narratives and leadership‑ready materials that articulate vision, trade‑offs, and impact
• Collaborate cross‑functionally with technology, UX, product teams, service, operations, and distribution to bring offerings to life
• Monitor and refine success metrics to inform ongoing investment and evolution

Consultant, Wealth Management

• Serve as a subject matter expert in workplace accommodations and/or leave of absence management.
• Provide consultative leadership and guidance to a team of Accommodations and/or Leave Advisors.
• Ensure compliance with ADAAA and EEOC guidelines while helping minimize organizational risk.
• Partner cross‑functionally with Legal, Business Unit HR, Corporate Technology, and other stakeholders to influence outcomes.
• Shape strategies that promote accessibility, inclusion, and an equitable associate experience.

Leave and Accommodation Team Lead Consultant

• Advise and support Franchise Owners through a consultative approach to help them achieve and exceed strategic goals
• Serve as a trusted partner to school leadership, ensuring the delivery of premier early education, trusted care, and service excellence across the Primrose network
• Build and nurture consultative relationships with Franchise Owners and school leaders, fostering trust, collaboration, and shared accountability for performance and results
• Provide holistic support across enrollment and marketing, business management, education, and operations, leveraging data, best practices, and network insights to drive continuous improvement
• Analyze school performance metrics and quality indicators, and partner with school leadership to develop and implement actionable plans for growth, improvement, and sustained performance
• Facilitate strategic planning and goal-setting conversations with Franchise Owners, ensuring alignment with Primrose’s mission, premium brand standards, and business objectives
• Coach and mentor Franchise Owners and school leaders on effective practices related to enrollment growth, financial management, curriculum implementation, and staff development
• Conduct quality assurance and Service Excellence Assurance activities, documenting strengths and opportunities through action plans and following up to ensure consistent execution of Primrose brand standards
• Serve as the first point of contact for operational challenges, brand non-compliance, reportable incidents, and school issues, guiding schools through resolution with empathy, professionalism, and care
• Collaborate with regional team members, cross-functional partners, vendors, and regulatory agencies to deliver integrated support, ensure compliance, and share insights that strengthen the broader network
• Ability to travel up to 80% of the time.

• Explain how our solutions work and the value they provide
• Support our sales team with Deal Planning and Discovery
• Tailor solution presentations to prospect and customer use cases
• Lead the response to RFPs and Infosec questionnaires
• Manage and deliver POCs
• Use active listening and objection handling skills to turn objections into conversations
• Facilitate workshops to help prospects see the value of enablement
• Be the technical expert in the SalesTech/Martech ecosystem

• Assists with management & analysis of data within aggregator DERMs platforms necessary to support delivery of existing and future demand response and managed EV charging programs
• Collaborates with internal stakeholders within the energy efficiency organization, in addition to Eversource’s system planning, grid modernization, solar, interconnection, rates, and IT teams
• Responds to customer inquiries on demand response and managed charging programs, coordinating with ADR team members where needed to fully address or help direct questions in a timely manner
• Provides direction to business partners for successful delivery of customer-facing demand management programs, implementation, and tracking of progress towards goals and metrics
• Manages the integration of activities and program workflow between the customer, vendor/contractors, program administrators, and advisory consultants
• Develops data and documentation to meet compliance with regulatory filings and oversight of Battery Storage, Electric Vehicles, Energy Efficiency, and Grid Modernization programs
• Supports budgeting, invoicing, evaluation, and tracking of expenses and peak demand savings; assists with the development of RFPs for contracted services

Associate Energy Efficiency Consultant, Demand Management

• Deliver client service for recordkeeping, administration and servicing of assigned book of business to promote revenue growth, productivity and exceptional levels of client satisfaction.
• Proactively ensure plans are administered in compliance with plan provisions and current pension laws and regulations.
• Discuss the compliance testing process/results and all required government filings.
• Ensure that all services are delivered within documented service standards through timely communication with clients, plan sponsors, advisors, internal teams and day to day contacts.
• Daily report monitoring and management, document pertinent client communication and provide internal and external project management support.
• Effectively communicate with all technical and support teams to ensure that recordkeeping items are maintained for all assigned plans, including coordination of all plan amendments.

See all jobs on JobTailor

Consultant

Consultant, Business Change Support

Front Office Consultant

Franchise Business Consultant

Tech Support Consultant

Senior Equipment Loss Consultant

Data Exchange Consultant

Supervisory Principal Consultant

LTC Fraud Consultant

Associate Consultant, Business Change Support

Lead Technical Implementation Consultant

Senior Solution Consultant

Fleet Consultant

Consultant, Wealth Management

Leave and Accommodation Team Lead Consultant

Franchise Business Consultant

Senior Solution Consultant

Associate Energy Efficiency Consultant, Demand Management

TPA Retirement Plan Consultant