Consultant

• Own value engineering across the full sales lifecycle, from early-stage value framing through late-stage deal support and post-live value validation
• Build CFO-grade ROI models quantifying impact across cost reduction, productivity gains, revenue uplift, and customer experience improvements
• Lead executive value discovery sessions and workshops, translating qualitative business priorities into quantified financial outcomes
• Partner with Account Executives on strategic deals, shaping value narratives for prioritization, pricing, competitive positioning, and expansion
• Enable value-led selling by developing standardized frameworks, benchmarks, and repeatable tooling (including Parloa Value Studio)
• Translate complex financial analysis into clear, compelling executive narratives that resonate with CFOs, CIOs, and business leaders
• Drive post-sale value realization by validating outcomes and supporting expansion through proven impact
• Capture and operationalize field learnings into scalable GTM playbooks, value frameworks, and industry-specific benchmarks

Senior Value 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

• Maintain knowledge on current and emerging developments/trends, assess the impact, and collaborate with management to incorporate new trends and developments in current and future solutions
• Evaluate medical information to clarify diagnoses, evaluate the severity of medical conditions, validating medical restrictions and limitations, and estimating duration of recovery
• Clarify, interpret and/or evaluate medical information to assess appropriateness of current and ongoing restrictions / limitations and level of impairment
• Identify pertinent clinical facts and answer questions in collaboration with benefits specialists and physician consultants
• Act as a clinical resource to Group Protection claim professionals during claim meetings and as needed
• Recommend specific medical information needed to evaluate ongoing levels of impairment and to facilitate optimal claim management
• Make appropriate referrals to external clinical resources (i.e. IME, FCE, Peer Reviews)
• Discuss complex medical issues with health care providers as needed and document outcomes of discussions
• Coordinate and partner with Vocational Rehabilitation Coordinators (VRC) and others to support with return-to-work services
• Effectively manage assigned caseload within department productivity goals
• Contact claimants, employers, and health care providers, as indicated

Nurse Disability Consultant

• Lead strategic advisory engagements that help clients develop and implement ESG & impact strategies
• Translate sustainability insights into top- and bottom-line growth
• Strengthen commercial positioning through market and customer analytics
• Build financial models that quantify ESG’s contribution to performance
• Communicate complex strategic recommendations to investor and executive audiences
• Collaborate with global experts to deliver integrated ESG solutions
• Mentor rising team members and strengthen client relationships

Consultant, Private Markets Value Creation

• Own a focused set of strategic deals in the region alongside your management responsibilities.
• Build, recruit, and coach a high-performing team of Solution Consultants in key Americas, fostering a collaborative and feedback-driven culture.
• Develop best practices in consultative selling - discovery, technical demonstration, value-based selling, solution architecture, and POC/pilot delivery for enterprise clients.
• Partner with Engineering and Product Marketing on roadmap planning, product releases, technical messaging, and customer feedback loops.
• Guide and support complex, multi-stakeholder enterprise sales opportunities, mapping workflows, proving value, and designing solution integration plans with measurable impact.
• Own the solution consultant processes, enablement plans, and continuously optimise with automation, AI, and modern productivity tools.
• Interface closely with Sales, Customer Success, Marketing, Product, GPRG and SME’s groups to upskill our solution consultant team to articulate Elliptic’s technical value in the context of regulatory, compliance, and evolving client needs.
• Ensure consistency of technical product feedback, demo environments, regional regulatory awareness, and sales excellence across the teams.
• Drive adoption of Elliptic’s solutions across diverse enterprise architectures, address integration challenges, and ensure customer success.

Solution Consulting Manager

• 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

• Collaborate within small teams to help some of the world's biggest brands answer and implement solutions for their most challenging strategic questions.
• Immediately create meaningful contributions through taking ownership of deliverables and building external relationships with clients.
• Gain broad exposure to a range of industries, including financial services, retail, restaurants, hospitality and more.
• Participate in volunteer and team building experiences.
• Gain exposure to our leadership team through networking sessions and speaker series.
• Begin to build relationships with clients to understand their business needs, seek strategic solutions and guide impactful decisions.
• Grow by receiving hands-on mentorship from an experienced management team.
• Collaborate with colleagues across different areas of the organization and gain exposure to business development, account management, and product management.

Associate Consultant Intern

• Act as subject matter expert and key contributor to service transition and service delivery for accounts assigned to the team
• Ensure client satisfaction on assigned accounts by addressing requests within defined SLAs; typically 3-6 projects or as needed
• Proactively review workload and redistribute as necessary
• Conduct regular account reviews to identify client satisfaction, process adherence, backlogs, quality of services provided, opportunities for improvement, etc.
• Serve as primary lead/contact for assigned clients
• Review contracts for special terms. Monitor time expended, billings, renewals, profitability
• Lead and actively participate in initiatives to improve maturity and growth of Managed Services delivery
• Train, mentor, and act as subject matter expert for team on both technical and functional skill sets
• Advise client on standard functionality, leading practices for software and industry
• Act as primary Technical Account Manager ("TAM”) for key accounts
• Help manage teams across different multiple geographic regions
• Design Dashboards to track Key Performance Indicators to indicate proactive changes to the customer's environments

Principal NetSuite Consultant

• Advise clients on tariff classification, valuation, country of origin, and free trade agreement qualification
• Draft CBP Binding Ruling Requests
• Support compliance activities including verifications and post-entry corrections
• Prepare scope of work proposals and assist with duty drawback coordination
• Compile customs documentation and manage post-entry filings

Customs Trade 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

• Attend and participate in NYISO stakeholder meetings
• Write succinct reports, with analysis on important presentations and discussions
• Participate in Federal Energy Regulatory Commission and related proceedings
• Analyze and evaluate emerging market design proposals
• Engage and support clients through reports and analysis and consulting projects related to existing and emerging Market Design(s)

Senior Consultant – Market Intelligence

• Demonstrating the value and impact of our Impella® product portfolio to physicians and hospital staff.
• Advising Interventional Cardiologists and Surgeons in patient selection, partner on training, and attend implants.
• Acquiring and demonstrating a working knowledge of our products/therapies and developing an extensive understanding of all their applications.
• Providing comprehensive guidance on the appropriate use of the Impella® devices enabling physicians and staff to deliver positive patient outcomes.
• Improving patient outcomes through education and medical staff interaction, including clinical demos and ongoing training for new and existing accounts.
• Collecting clinically relevant data, complete outcome reviews with customers and communicate activities with other team members and sales counterparts.
• Attending implants and consulting physicians and medical staff on appropriate use and applications
• Utilizing Integrity Selling to change the standard of care and drive usage of Impella with physicians.
• Setting up 1:1 physician meetings/conversations, hosting physician and staff dinner programs with strong attendance and content.
• Collaborating with sales counterpart on awareness programs and activities in franchise.

Associate Clinical Consultant, Heart Recovery

• Demonstrating the value and impact of our Impella® product portfolio to physicians and hospital staff.
• Advising Interventional Cardiologists and Surgeons in patient selection, partner on training, and attend implants.
• Acquiring and demonstrating a working knowledge of our products/therapies and developing an extensive understanding of all their applications.
• Providing comprehensive guidance on the appropriate use of the Impella® devices enabling physicians and staff to deliver positive patient outcomes.
• Improving patient outcomes through education and medical staff interaction, including clinical demos and ongoing training for new and existing accounts.
• Collecting clinically relevant data, completing outcome reviews with customers and communicating activities with team members and sales counterparts.
• Attending implants and consulting physicians and medical staff on appropriate use and applications.
• Utilizing Integrity Selling to change the standard of care and drive usage of Impella with physicians.
• Setting up 1:1 physician meetings/conversations, hosting physician and staff dinner programs with strong attendance and content.
• Collaborating with sales counterpart on awareness programs and activities in franchise.

Associate Clinical Consultant – Heart Recovery

• 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 by achieving timely claim resolution
• Realizes and addresses subrogation/salvage opportunities or potential fraud occurrences
• Maintains subject matter expertise and ensures compliance with state/local regulatory requirements
• Mentors, guides, develops and delivers training to less experienced Claim Professionals

Complex Claims Consultant, Medical Malpractice and Dental

• On-site surveys (45%) and risk evaluation (25%) of existing and prospective Starr Tech clients, compiling critical technical data/best practices (20%) and attending client meetings (10%)
• Position requires 35% of overnight travel or stay (Hybrid)
• Engineer will be responsible for maintaining own schedule- monitored by the North American Construction Property Manager
• Primary responsibility is to conduct risk assessments for small, medium and large projects of varying risk classifications (buildings, civil infrastructure, energy, chemical, petrochemical, process industries)
• Responsible for producing narrative risk assessment loss control internal reports for the underwriting team and external risk reports for the client and/or follow insurers
• Conduct plan reviews and provide guidance to underwriting staff as respects risk quality / insurability
• Maintain up-to-date loss control systems (ELCS) data

Loss Control Consultant – Construction

• Take immediate ownership of leading full-cycle NetSuite implementation projects, including managing scope, budget, and overarching project management activities
• Actively mentor and develop junior staff, playing a foundational leadership role in building out our newly formed Materials Handling Operations department
• Serve as a strategic advisor for clients on complex business processes specific to warehousing and manufacturing, translating operational needs into robust technical designs
• Embody a continuous learning mindset with a willingness to develop deep expertise in new NetSuite product areas, specifically Warehouse Management Systems (WMS) and Transportation Management Systems (TMS)
• Be proactive and serve as the Client's advocate during engagements
• Lead discovery and requirements gathering workshop
• Lead process mapping/reengineering and future state process design
• Advise client on standard functionality, leading practices for software and industry
• Functional system configuration design, drafting requirements and design documents consisting of a combination of flow diagrams and written requirements
• Develop wireframe and schematic diagrams to support customer requirements gathering and overall business process discovery
• Translate complex business requirements and processes into technical designs
• Perform fit/gap analysis on business requirements en route to system design and execution
• Collaborate with technical counterparts to deliver custom solutions to meet Client requirements
• Manage scope and requirements and work within budget/allocation at all times
• Lead Configuration Workshops and Offline Configuration Activities
• Lead User Acceptance Testing (UAT) and Systems Interface Testing (SIT) Activities
• Lead End User Training (EUT) and enablement planning activities
• Define data migration strategy and lead and/or complete all data migration activities
• Provide ongoing support to Client’s post go-live as needed
• Lead full-cycle NetSuite implementation projects, including all project phases: Plan, Design, Build, Verify, Deploy, Support
• Lead project management activities such as status meetings, planning, work breakdown, and change control
• Support efforts to attract new clients into the firm and with scoping new projects
• Contribute to internal company initiatives including go-to-market efforts, knowledge management, and enablement
• Willingness to learn and develop NetSuite product skills in all areas as required by customer engagement

Principal NetSuite Consultant – Material Handling, WMS/TMS

• Managing and maintaining screener portals
• Coordinating soundtrack processes and delivery materials
• Preparing and coordinating DCP and KDM deliveries for internal stakeholders, exhibitors, talent, and special screenings
• Organizing, labeling, and maintaining media assets from social content and behind-the-scenes shoots
• Creating proxy files for EPKs, dailies, and behind-the-scenes footage
• Performing quality control on screeners to verify subtitle accuracy, audio descriptions, and overall presentation
• Performing quality control on physical media to assess functionality and identify technical issues
• For awards campaigns, sourcing language tracks and coordinating subtitle resyncs as needed
• Pulling video clips and stills for marketing and publicity requests
• Reformatting and resizing creative assets for distribution across multiple platforms
• Providing additional media delivery and asset management support as requested during the engagement

Film Delivery Consultant – Independent Contractor

• Design and lead HTA compliant evidence synthesis studies
• Develop and execute analyses in R
• Manage staff to ensure high quality and timely work
• Work independently and as part of a global team
• Support senior staff on specific business initiatives

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