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.

• 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 the design, commercialization, and successful realization of energy solutions across utility and public-sector programs.
• Develop high-quality, client-specific solutions during the sales and proposal process.
• Ensure those solutions are executable, scalable, and deliver measurable outcomes in the market.
• Operate as a strategic leader, solution architect, and practice builder, influencing program design across geographies.
• Define and standardize solution design methodologies, frameworks, and best practices across the organization.
• Mentor and develop junior consultants and team members, strengthening internal consulting capabilities.

Senior DSM Practice Consultant

• Supports and maintains Workday HCM with emphasis on Payroll and Expenses
• Partners with Payroll, Finance, and cross‑functional stakeholders to ensure effective system performance
• Researches innovative idea solutions, consistently looking at ‘what is new’, and getting connected in the Workday community for best practices around what is best for the employee experience
• Performs complex configuration to transform and optimize Workday processes to continually improve the end user experience
• Leads discovery, design and customer confirmation and optimization sessions, demonstrates and explains complex functionality or solutions to functional subject matter experts
• Observes manual and automated processes on a regular cycle for opportunities to streamline, eliminate risk, and or close gaps
• Works with the team to continuously improve solutions, processes, procedures, documentation standards, etc.
• Ensures delivery of project deliverables and documentation
• Reviews and provides recommendations to ensure processes are scalable and easily maintained
• Coaches client during business process design, offering options, risks, and downstream impacts related to decisions
• Configures the Workday system per client business requirements and Workday standards
• Demonstrates computational thinking
• Identifies problem components, analyzes patterns, removes inefficient configurations or processes, and constructs algorithmic solutions scalable to ongoing client needs
• Provides alignment and collaboration with project leadership – proactively communicating project risks and issues
• Ensures functional solutions are compatible with downstream data translation (assists integrators in configuring/testing integrations between Workday and external systems)
• Ensures excellent customer focus, able to assess customer needs, build relationships, and manage customer expectations
• Performs other duties as assigned.

Workday Human Capital Management Consultant

• Meet with participants in their homes at least every six (6) months, in accordance with established timelines.
• Demonstrate expertise of the Personal Options services program, applicable West Virginia waiver programs, and Palco policies.
• Educate and mentor participants and/or their designated representative on their rights, responsibilities, and risks in the program;
• Monitor and evaluate participants or their designated representative on their ability to participate in the program.
• Assist members and representatives, as appropriate, in developing and implementing their initial service/spending plan and subsequent updates.
• Monitor service/spending plan utilization.
• Report and respond to all member/representative complaints and grievances regarding FMS and Resource Consulting services.
• Act as a mandatory reporter and report and respond to all required incidents, including, but not limited to, any allegations of reports of suspected abuse, neglect, and exploitation.
• Use a person-centered approach in all interactions with participants.
• Thoroughly and accurately document visits with participants on a company-issued laptop using professional and detailed language.
• Log events and run reports electronically.
• Perform required administrative tasks daily to include calling to schedule and/or confirm upcoming visits and responding to company emails and calls.
• Follow operational procedures as defined by Palco.
• Participate in shadowing opportunities with new resource consultants as requested and attend and participate in periodic training sessions as required by Palco.
• Distribute new information to participants on your caseload in a timely manner.
• Display care in use of company equipment and data in accordance with company policies, including HIPPA privacy practices.

Resource Consultant

• Conduct assessments to identify the unique needs of breastfeeding mothers engaged in the Mom and Baby Beginnings or NICU CM programs
• Provide individualized education and support and develop tailored care plans to address challenges related to breastfeeding
• Engage members and their support systems using strength-based assessments and a trauma-informed care approach
• Facilitate regular interdisciplinary care team (ICT) meetings to address member needs
• Develop and regularly update a person-centered individualized care plan (ICP)
• Identify and manage barriers to achieving care plan goals and implement effective interventions based on clinical standards

Lactation Consultant, RN

• 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.

Franchise Business Consultant

• Contribute to process improvement and business transformation projects for Baker Tilly’s healthcare clients with a focus on health systems and hospitals
• Collaborate with clients and internal teams through discovery sessions and interviews to identify, understand and translate business needs, processes and challenges into effective process documentation and requirements
• Analyze healthcare data sets to support client initiatives such as claim remittance, EHR, clinical workflow improvement and patient accounting data
• Analyze and interpret healthcare transactional data (e.g., claim, payment, adjustment, and denial information) to identify issues, anomalies, or process breakdowns
• Define key processes and capabilities to develop deliverables such as process maps, capability definitions, and reporting inventories
• Own solution components from requirements through implementation
• Manage project workstreams, build workplans, and track project financials
• Manage third-party vendor relationships on behalf of clients and project needs
• Construct status reports and project communications
• Participate in various phases of system implementations or optimizations which may include: Design definition, System and acceptance testing and validation activities, Data mapping, migration and integration efforts, Support for defect tracking, assessment and categorization, Post go-live support assessment, and categorization

Senior Consultant, Provider Tech

• Consult with clients to understand their travel needs, preferences, and budgets
• Research and recommend destinations, accommodations, flights, cruises, and activities
• Book and manage travel arrangements using preferred supplier platforms
• Provide exceptional customer service before, during, and after travel
• Stay up to date on travel trends, promotions, and safety protocols
• Build long-term client relationships

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