Consultant

• Configure Oracle Cloud Order Management components including orders, pricing, freight charges, ATP, scheduling, shipping, and fulfillment workflows
• Maintain customer master data, payment terms, credit controls, accounts, invoicing rules, and Accounts Receivable (AR) configurations
• Configure order-orchestration rules, approval workflows, and integrations between O2C and Procurement, Inventory, AP, AR, and GL
• Support setup related to returns (RMA), credits, cancellations, adjustments, and dispute workflows
• Troubleshoot cross-module issues spanning Order Management, Inventory, Shipping, Costing, and AR
• Partner with business users to refine requirements and convert them into scalable functional designs
• Support testing cycles including SIT, UAT, and production validation for O2C configurations
• Ensure compliance, auditability, and alignment with enterprise financial and operational policies

Order to Cash Consultant

• Manage Project Managers to ensure accurate tracking of program budgets and resources while managing actuals vs. planned hours against the resource allocation and budget.
• Timely reporting of project financials and budgets to stakeholders.
• Ties project outcomes to clients’ business strategies, helping to generate additional new business.
• Understands the economics of financial decisions across the program and its impact to the client and CDW.
• Validates initial program/project scope and estimates.
• Understands and articulates the impact of project changes on the program.
• Influences and makes program recommendations at executive stakeholder level.
• Sets strategy for minimizing impact and risk to the client due to project changes.
• Maintains continuous alignment of program scope with the client’s strategic business objectives .
• Makes recommendations to modify the program to enhance effectiveness toward the business results or strategic intent.
• Identifies and interprets risks from dependent CDW projects and client landscapes.
• Understands how they impact the program and mitigation strategies.
• Proactively conducts resource planning and optimizing billable schedules, monitoring and adjusting assignments as necessary.
• Acts as an escalation point to address resource constraints in order to minimize impact to the program.
• Establishes and owns program communication plan.
• Consolidates , manages and executes project communication plans into program communications plan for all stakeholders and work streams.
• Master tools and methodologies for solution delivery excellence.
• Mentor Program and Project Managers on tools, methodologies, and consultative skills to provide value to our customers.
• Strong influencing skills.
• Demonstrated experience with Agile Project Management Tools - JIRA, ADO, etc.
• Previous experience navigating a matrix organization.
• Takes accountability for project results and holds all project team members accountable for their scope of work.
• Is fiscally responsible to the client, the program/project and to CDW.
• Instills trust with our clients by building strong relationships with stakeholders.
• Demonstrates ability to diffuse uncomfortable situations with client and/or project team.
• Leads efforts to continuously define, contribute and to improve our overall project management knowledge base across solution areas.
• Develops standards, best practices and training for team members.
• Assimilates information from across all projects in the program and distills the information for the appropriate stakeholders .
• Integrates new information on the fly, synthesizes the information and charts a new course as appropriate .
• Has clear and concise communication.
• Leads and facilitates both live and virtual meetings.
• Keeps meetings on track, on topic and summarizes, assigns and publishes follow up items in a timely manner .
• Adapts communication style and medium to the audience needs.
• Adjusts communications based on complex political landscape .
• Defines strategy and content for formal presentations and coaches project managers on delivery.
• Creates talking points and strategic messaging.
• Uses political savviness, business acumen, and relevant personnel along with CDW experience to establish credibility.

Principal Advisory Consultant

• Acquire and demonstrate a working knowledge of our products/therapies and develop an understanding of their applications.
• Improve patient outcomes by delivering ventricular medical device education in a variety of settings, including but not limited to, the ICU, OR, and Cath Lab.
• Ventricular medical device case support, including on call support.
• Complete proactive rounds for patients receiving support and provide assistance.
• Collaborate with the Clinical Support Center (CSC) for ongoing additional support as necessary.
• Maintain clinical competency in current product line, patient management, and remain up to date on most relevant information through continual learning and education.
• Some travel may be needed.

Part Time Clinical Nurse 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

• 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

• Assist with evaluations of client processes, procedures, systems, and programs.
• Conduct stakeholder interviews and collect relevant information.
• Synthesize and analyze qualitative and quantitative data.
• Assist with the design of new client processes, models, or systems.
• Prepare and support analyses, reports, presentations, and other deliverables.
• Contribute to project schedules, milestones, and deliverable quality.
• Coordinate with project personnel and government stakeholders.
• Support FEMA training, preparedness, and emergency-management initiatives.

Emergency Management Consultant

• Evaluate moderately complex procedures, processes, models, and systems related to management and organizational performance.
• Assist in designing new processes, models, or systems.
• Direct and support the preparation of analyses, reports, and presentations.
• Provide project direction and assistance to the Principal Consultant and Project Manager.
• Provide daily supervision and direction to assigned personnel.
• Define technical tasks, deliverables, and target completion dates.
• Advise government clients regarding available options, recommendations, and next steps.
• Support FEMA emergency-management training and education initiatives.

Senior Emergency Management 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

• Join our team as a National Accounts Manager and play a crucial role in driving premium growth and maximizing customer retention among accounts with over 5,000 lives
• Proactively identify and pursue opportunities, acting as a strategic and consultative partner focused on revenue generation and maintaining profitable relationships
• Lead renewal strategies, analyze customer data and claim trends, and collaborate across divisions—including Sales, Underwriting, Benefits, and Consulting—to deliver tailored solutions
• Take charge of root cause analysis, customer metrics, strategic account planning, and help drive finalist meetings to secure business and ensure exceptional service
• Develop and execute innovative strategies to expand your account block, acting as a subject matter expert on tools, resources, and inforce capabilities
• Own customer relationships throughout their entire lifecycle—leading renewals, analyzing pricing and claim trends, and delivering tailored solutions that meet service expectations
• Drive the successful implementation of solutions and exceptional service delivery
• Understand competitors’ strengths and weaknesses, and continuously compete with fresh capabilities
• Leverage analytical insights with internal partners to enhance claims service, improve results, and boost satisfaction and retention
• Manage the logistics for impactful sales and customer presentations, keeping internal customer documentation up to date, and fostering strong business relationships at every organizational level

National Accounts Consultant – Employee Benefits

• 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

• Leading strategic financial advisory services related to corporate finance, treasury management, and commodities
• Analyzing client financial needs and developing strategies for capital structure optimization and liquidity management
• Managing cash flow forecasting and providing guidance on mergers, acquisitions, and divestitures
• Utilizing analytical thinking and financial modeling to enhance decision-making and optimize financial performance
• Building and maintaining relationships with clients to validate outcomes and act on feedback
• Directing teams through complex financial scenarios, demonstrating composure in challenging situations
• Applying systems thinking to identify underlying financial problems and opportunities
• Crafting and conveying clear, impactful messages that tell a holistic financial story
• Initiating open and honest coaching conversations to develop high-performing teams
• Monitoring and analyzing financial trends to provide strategic insights and recommendations

Senior Manager, Treasury Technology – Kyriba Consultant

• Lead engagements end-to-end, from discovery and requirements through configuration, migration, deployment, adoption, and post-go-live support.
• Listen carefully and surface the real problem behind the stated one; analyze processes, systems, and workflows; design tailored IFS solutions that align with customer goals.
• Translate complex technical and operational concepts into clear recommendations for executive, technical, and end-user audiences.
• Lead IFS Apps 10 to IFS Cloud upgrade engagements end-to-end, including version-gap analysis, scoping and estimation, build, data migration, cutover, and hypercare.
• Decide which customizations to retire, re-platform, or rebuild, reducing technical debt as part of the upgrade.
• Architect solutions across the customer's IFS domains: MRO and asset management, manufacturing, supply chain, finance, and projects.
• Embed ITAR, DFARS, and security and compliance requirements into the upgrade architecture, access model, and deployment approach.
• Coordinate customer’s internal teams, third-party technology and service vendors, and IFS Customer Success into a single delivery plan.
• Own delivery performance across multiple engagements against scope, schedule, budget, quality, and margin; manage risks, dependencies, and stakeholder expectations proactively.
• Lead and mentor consultants and technical specialists, guiding them through high-stakes delivery.
• Lead workshops, design sessions, executive readouts, and change management activities that keep the work moving.
• Advise the customer's CIO and steering committee on status, risk, and the decisions that protect outcomes.
• Make the hard calls — staffing changes, scope conversations, escalations — when they protect customer outcomes and Oxalis's interests.
• Partner with Customer Growth and Sales during pre-sales: discovery, solution shaping, estimates, and proposals; bring empathy and curiosity to uncover what truly matters to a buyer.
• Carry a sales-attribution target by expanding the value Oxalis delivers to existing customers and helping win new IFS opportunities.
• Represent Oxalis with credibility and confidence in customer and prospect conversations.
• Improve Oxalis's IFS tools, templates, and delivery methodologies; leave the practice better than you found it.
• Establish and grow the IFS capabilities as a practice area within Oxalis.

Senior Principal Consultant, IFS Practice Lead

• 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

• Provide pre-sales support for sales opportunities in the Federal Civilian market
• Engage with clients to demonstrate solutions and communicate value propositions
• Execute Technical Validation cycles for securing technical wins
• Collaborate with stakeholders across various functions to illustrate use cases
• Participate in webinars and marketing events to showcase solutions

Solution Consultant – Federal

• Support the communications team in ensuring optimal understanding of benefits programs.
• Provide updates on any changes in benefits or programs that will impact employee experience and communications materials.
• Provide strategic counsel and develop a long-lasting “trusted advisor” relationship with account management team and client stakeholders.
• Proactively meet with the client not only on projects, but also to stay connected to the business needs and ensure an excellent working relationship.
• Assist in the creation of creative brief and content outlines for communications projects.
• In partnership with copy team, own and be accountable for the accuracy, consistency, and compliance of all benefits-related communications across deliverables.
• Partner with copywriters and designers to provide benefits education and review communications materials during and after creative development for quality, consistency, accuracy and clarity.
• Own key internal knowledge base (benefit plan descriptions, content libraries, etc.) and work with copy team to ensure consistency and accuracy across all materials.
• Engage with third-party benefits vendors and administrators to interpret plan changes and help translate them into clear, actionable communications strategies.
• Help synthesize data analytics and reporting to inform opportunities to improve employee experience and understanding of benefits.
• Make recommendations to the communications and account teams.
• Assist in the organization of an annual strategy meeting with the client.

Benefits Consultant

• Engage visitors, establish relationships, and determine their home buying needs using Lennar’s selling philosophy
• Generate, process, and close home sales through self-generated or referred leads, leveraging the 10-5-2-1 selling approach
• Provide consistent and timely follow-through with customers from initial contact through closing and post-closing activities
• Maintain the condition of the Welcome Home Center, model homes, and inventory homes; communicate maintenance needs and ensure timely resolution
• Travel throughout the local community to generate leads from Realtor/Co-Broker businesses, referrals, and proactive self-prospecting
• Develop and maintain in-depth knowledge of the competitive market, including product offerings, community details, sales trends, advertising strategies, and customer demographics
• Monitor and record daily customer traffic utilizing company-designated tracking tools
• Collaborate with internal departments to ensure a smooth transaction and exceptional customer satisfaction
• Participate in sales meetings, neighborhood promotions, and marketing initiatives to drive sales growth

Home 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.

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