Consultant

• You will become a part of Trinetix Presale Team, working together with Sales and Delivery to prepare compelling and highly competitive proposals for our potential clients.
• As a Presale Consultant you will engage into early-stage conversations with our potential clients to identify business needs, propose high-level solution concepts and convert them into detailed technical proposals in collaboration with the Trinetix architects, technology and delivery experts.
• You will take part in building AI-augmented Presale Function together with Trinetix presale and technology experts.
• Your key responsibility will be understanding client’s business needs and making sure it is properly reflected in the proposed solution.
• Participate in the presale process and the key client’s proxy in terms of business requirements.
• Together with Sales engage with the potential clients at early stage of the presale process to clarify the business needs, priorities and requirements.
• Translate client’s business needs into solution vision, backlog and other requirements documents.
• Work together with the architects and UX experts to produce architecture vision, prototypes and POCs.
• Facilitate estimation sessions from the perspective of communicating the requirements and assumptions to the engineering team, documenting the assumptions and converting them into accurate effort estimations.
• Contribute to the development of presale documents (proposals, presentations, financial models) balancing hands-on work and delegation to the team members.
• Participate in the proposal presentation meetings, being main presenter for the business needs/solution parts of the proposal.
• Balance the (potentially contradicting) interests of internal stakeholders (primarily Sales and Delivery) to ensure competitive proposals without risky over-commitments.
• Participate in the Presale Function transformation initiatives (development of templates and practices, etc)

Presale 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.

• Serves both legacy and new-build nuclear clients who are designing, building, upgrading, operating, and maintaining nuclear power generation and fuel cycle assets.
• Supports commercial nuclear projects as business and project needs develop.
• Provides senior technical leadership and consulting support in probabilistic risk assessment (PRA), risk-informed decision-making, and the integration of risk insights into licensing, design, operations, maintenance, and project execution.
• Supports operating plants, new-build projects, advanced reactor development, and other nuclear facility projects in the United States and internationally.
• Provides senior technical leadership and consulting support for PRA and risk-informed licensing activities supporting US and international commercial nuclear projects.
• Supports the planning, development, review, and application of Level 1, Level 2, and/or Level 3 PRA, as applicable to project scope and maturity.
• Reviews PRA methodologies, models, assumptions, results, and supporting documentation for technical quality, regulatory alignment, consistency, and fitness for purpose.
• Supports hazard identification, screening, evaluation, and risk quantification for internal events, shutdown conditions, internal flood, seismic events, high-wind events, and other external hazards.
• Evaluates plant response, system interactions, accident progression, system reliability, and risk-significant contributors, including reliability assessments of plant process, safety, balance-of-plant, and operating systems, to support informed safety, licensing, design, operational, and maintenance decisions.
• Integrates PRA insights into licensing strategies, safety cases, SSC classification, technical specifications, maintenance strategies, operating programs, and design decisions.
• Supports risk-informed and performance-based licensing approaches, including NEI 18-04 and RG 1.233 implementation, licensing basis event selection, SSC classification, defense-in-depth evaluation, and related license application content.
• Supports the development and application of risk monitors, operational risk assessments, and other PRA applications, as applicable to project needs.
• Develops, proposes, reviews, or advises on PRA methodologies, technical approaches, analysis assumptions, and model-development strategies.
• Coordinates PRA interfaces with deterministic safety analysis, severe accident analysis, source term development, emergency planning, fire protection assessments, and other nuclear safety analysis disciplines.
• Supports regulatory interactions, technical meetings, audits, workshops, and responses related to PRA and risk-informed licensing topics.
• Supports the preparation and review of proposals, scopes of work, schedules, estimates, and execution plans for PRA and risk-informed licensing activities.
• Provides mentoring, knowledge transfer, and technical development support to engineers and analysts and supports the growth of AtkinsRéalis’ PRA and risk-informed licensing capability.
• Ensures work is performed in accordance with applicable nuclear quality assurance requirements, project procedures, PRA standards, regulatory guidance, and client expectations.
• Performs other duties as assigned.

Senior Consultant – Energy

• Responsible for small to mid-size provider recruitment and contracting activities for physicians, physician groups and facilities.
• Develop and negotiate contracts.
• Develop and maintain relationships with providers.
• Ensure strategic coverage for assigned territory.
• Responsible for education of providers and for ongoing provider service.
• May be responsible for or assist with contracting or supporting services large or complex groups/facilities.
• Coordinating and negotiating Single Case Agreements (SCAs).

Senior Network Management Consultant

• Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients
• Develop a Personal Development Plan annually outlining personal and professional goals for upcoming year
• Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sources
• Document activity, notes, and prospect data in appropriate CBIZ systems
• Develop and present recommendations to clients based upon consultative selling approach
• Appropriately close for new business, documenting won and lost opportunities and reasons
• Seamlessly transition sold clients to designated client service team
• Serve as client's valued advisor; building a strategic and personal relationship with key client decision makers
• As appropriate, work with client service team to serve client and retain business
• Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence
• Identify, initiate, and support cross serving leads to other CBIZ business developers
• Responsible for meeting annual sales goals if applicable to position
• Additional responsibilities as assigned

Employee Benefits Consultant

• Build relationships with customers via in-person, by appointment, and virtually to provide counsel
• Adapt a digital first mindset to assess and attend to customers’ banking needs
• Obtain and process customer and account information
• Demonstrate and educate clients on deposit and loan products and services
• Recommend solutions based on each customer’s unique goals and needs
• Fosters relationships with clients through proactive outreach and follow up
• Identify solutions for new and existing clients
• Maintain knowledge of consumer and business banking products and services
• Provide a consistent optimal client experience including processing basic transactions
• Develop partnerships with branch team members and partners
• Open new consumer and business accounts, complete service requests, and submit credit applications
• Proactively educate clients on emerging and self-service digital products and services to assist with financial needs
• Leverage resources and technologies to optimize client experience

Client Relationship Consultant 1-4 – Banker

• Ensure the regulatory compliance of team assigned fund and advisory clients’ marketing materials for ACA’s most complex clients
• Use independent judgment to ensure client materials comply with regulatory requirements
• Work with multiple groups within other departments, clients, and regulatory agencies
• Review and approve investment company and/or private placement material to ensure compliance
• Escalate client issues to Senior Principal Consultant
• Interact with ACA clients, regulatory contacts, and staff concerning advertising review matters
• Monitor compliance and stay current on regulations
• Train client staff as appropriate
• Ensure team processes workflow in a timely manner to meet service levels
• Participate in client onboarding meetings

Consultant, MR-Distributor

• Serve as a trusted advisor by guiding clients in developing long-term cybersecurity and compliance strategies
• Build and maintain executive-level client relationships, ensuring alignment with business objectives and regulatory needs
• Act as the primary point of contact for complex engagements, managing expectations, providing insights, and delivering high-value recommendations
• Identify and pursue opportunities to expand client engagements and contribute to business development efforts
• Lead the execution of Clearwater's consulting services in compliance with Statements of Work (SOWs), methodologies, and client policies
• Oversee key engagement processes, including Initial Engagement Meetings, Planning Sessions, Kickoff Meetings, and project completion presentations
• Collaborate with internal teams to manage project scope, risks, and timelines, ensuring successful outcomes
• Provide oversight and quality assurance for deliverables, ensuring they align with client goals and regulatory frameworks
• Effectively communicate project updates and potential risks to management and leadership
• Develop and drive thought leadership initiatives, such as white papers, blog posts, and speaking engagements at conferences and webinars
• Contribute strategic insights to Clearwater’s solution offerings, keeping them aligned with industry trends and client needs
• Actively participate in industry forums and professional networks to enhance Clearwater’s market position
• Provide strategic mentorship to consultants, senior consultants, and analysts, fostering their professional growth and development
• Lead internal knowledge-sharing initiatives to enhance the skills and capabilities of the consulting team
• Collaborate with leadership to refine and optimize consulting methodologies and delivery processes
• Identify opportunities for follow-on engagements and additional services by understanding client needs
• Work closely with Sales and Client Success teams to develop client-specific proposals and solutions
• Support pre-sales efforts by contributing technical and strategic insights during client discussions
• Successful execution of client engagements within scope, budget, and quality expectations
• Achievement of utilization targets and positive client satisfaction scores
• Contributions to thought leadership through publications, webinars, and presentations
• Internal process improvements and contributions to the consulting practice’s growth
• Positive impact on business development efforts through client expansion and retention
• Perform other duties within the scope of the role as assigned.

Principal Consultant

• Conduct on-site surveys at a key client facility to support project planning and execution
• Create site layouts and installation plans using internal tools
• Lead and support installation crews to ensure work is completed safely, accurately, and on time
• Perform installations as required
• Serve as McCue’s on-site representative, maintaining a professional and customer-focused approach
• Act as the primary point of contact in the field, ensuring clear communication with customers
• Identify potential opportunities and communicate them to the sales team
• Manage multiple projects in a fast-paced environment
• Ensure compliance with all safety standards and site requirements
• Proactively reach out to prospective customers, schedule meetings, and support business development efforts during non-project time
• Support lead generation and pipeline development within assigned territory in coordination with the sales team

Field Safety Consultant

• Provide timely, clear medical direction and opinions to team partners
• Partner/consult with fellow medical consultants when appropriate
• Apply medical knowledge to determine functional capacity
• Provide relevant medical education and knowledge to others
• Perform telephone contacts with the insured’s healthcare providers
• Make timely and appropriate referrals for second opinion reviews
• Demonstrate ability to manage and complete high volumes of assigned work
• Receive feedback and follow through with appropriate behaviors/actions

Medical Consultant

• Provides analytical, operational, and policy support to help ensure compliance with federal, state, and local employment laws and internal standards
• Supports leadership in the development and execution of cyclical Employment Practices programs
• Provides primary support and administration for the company’s employment and labor law posters
• Manages issuance of employee communication and monitors noncompliance with the personal auto insurance verification process
• Serves as primary administration support for compliance and the issuance of state required notices to new hires
• Provides standard human resource answers related to policies, procedures
• Assists in the development and updating of policies based on business needs or to meet regulatory requirements
• Participates in collaboration with change management, training and communication resources
• Conducts routine, and ad hoc data analyses and audits to assess compliance
• Serves as project manager for small scale projects
• Maintains knowledge and understanding of laws and regulations related to various employment laws

Employment Practices Consultant

• Executes sales plan and develops partnerships with internal partners
• Manages a portfolio of clients with payments needs
• Develops client relationship plans for retention and acquisition
• Provides client working capital services and solutions
• Responsible for accurate sales reporting
• Coordinates fulfillment processes for product experts

Wholesale Payments Consultant

• Interfaces with provider quality programs, as well as with other cross-functional programs across the Enterprise functioning as consultant on provider quality performance and improvement initiatives.
• Works closely in collaboration with multi-disciplinary member and provider facing teams to execute provider pay for quality programs which align goals to achieve high quality care.
• Conducts frequent face-to-face or virtual provider office visits and functions as subject-matter consultant on provider performance quality measures, reporting, and data.
• Drives and directs recommendations for action designed to achieve quality and productivity improvement goals.
• Provides education to internal as well as external stakeholders on best practices in delivering high quality care and functions as a liaison regarding quality support tools provided to stakeholders; looking beyond the purely “medical” issues confronting families.
• Exhibit advanced and comprehensive knowledge of the PCMH Model of Care, as well as NCQA’s Recognition Program. This includes demonstrated expertise in the foundational concepts, detailed criteria, and procedural elements integral to the recognition process.

Provider Quality Consultant

• 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

• Reviewing, analyzing and interpreting vocational and medical information
• Engaging employers, claimants, healthcare providers and internal resources to facilitate return to work and stay at work services
• Application of vocational knowledge through assessment and synthesis of claim file information

Vocational Rehab Consultant

• Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.
• Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.
• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Maintains a working knowledge of consumer and business banking products and services including digital products and services.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• Develops collaborative partnerships with branch team members and partners to best serve clients.
• Opens new consumer and business accounts, completes service requests and submits credit applications.
• Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.
• Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
• This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.

Client Relationship Consultant 4

• This position creates specifications for reports and analysis based on business needs and required or available data elements.
• May provide consultation to users and lead cross-functional teams to address business issues.
• Produces datasets and reports for analysis using system reporting tools.
• May perform research and assist in analyzing financial and health data, including medical algorithms to determine health care expenditures, medical and economic outcomes, and cost containment strategies.
• Analyzes complex business problems and issues using data from internal and external sources to provide insight to decision-makers.
• Identifies and interprets trends and patterns in datasets to locate influences.
• Contributes to the development of functional strategy.
• Leads project teams to achieve milestones and objectives.
• Design and deliver sophisticated, external-facing reporting solutions that outline clear, actionable insights to our network of providers as well as internal stakeholders.
• Leverage strong technical skills (SQL, R, Python, and Tableau) and healthcare industry knowledge to support and enhance client-facing engagements with HCSC’s largest Commercial customers.

Principal Analytics Consultant

• Proficient use of healthcare data and analytical tools
• Prepares deliverables aligned to project goals and objectives
• Applies specialized knowledge and skills to address client issues
• Participates in key strategic interviews with clients
• Drafts sound and well-structured recommendations

Associate Consultant, Strategy

• Deliver exceptional service and create memorable, personalized experiences
• Build lasting customer relationships and drive sales through elevated, customer-centric interactions
• Utilize technology and virtual selling tools to connect with clients
• Maintain a polished and professional appearance
• Assist with stock tasks and other related duties as requested

Style Consultant

• Perform ongoing and ad-hoc research to help answer questions around business performance, data anomalies and future claim projections.
• Summarize findings for logical presentation and work with business contacts to develop effective product and process solutions.
• Developing and Maintaining the database of past claims to support the actuarial processes of determining premium rates for health insurance products.
• Analyze large amounts of complex data for drivers of business and/or industry trends.
• Ensure that any ad hoc data requests are done in an accurate and timely manner and presented in a clear, organized fashion.

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