Independent Consultant Opportunity for Occupational or Physical Therapist

Looking to put your clinical skills to work in a position that values your expertise and gives you the chance to make a difference, one assessment at a time? The Periscope Group is a nationwide network of physical and occupational therapists who perform one-time, in-home medical necessity assessments. 

 Job Responsibilities

• Perform one-time comprehensive medical need assessments in an individual’s home.
• Provide expert recommendations for equipment, service, and care that empower members to maintain independence
• Complete straightforward documentation through our secure, user-friendly online potable accessible from any device

 Qualifications and Requirements

• Current licensure as a Physical or Occupational Therapist (Sorry, No PTAs or COTAs).
• Malpractice/Liability Insurance (may be purchased at the time of job offer).
• Ability to lift up to 30 pounds, navigate stairs and varied home environments, and perform physical assessments as needed
• Reliable transportation and the ability to travel to and from member homes
• Proficient with technology: able to navigate online portals, upload documents, and use your preferred device (computer, tablet, or smartphone) for all work tasks
• Strong critical thinking, problem-solving, and communication skills

Preferred Experience (Not Required)

• Home safety assessment background
• Knowledge (Familiarity) of durable medical equipment
• Experience with home modifications
• Work history with diverse medical conditions

Why Choose Us?

• Set your own schedule as an independent contractor, within assessment timeframes
• Compensation ranges from $135 to $200 per assessment, with rates varying based on your location and the specific type of assessment performed.
• Access continuing education benefits and professional growth through our training and mentoring program
• Become part of a nationwide network of expert consultants
• Simple, fast onboarding and a streamlined documentation process

About Periscope: 

Founded in 1997, The Periscope Group is a privately held consulting company providing accurate, timely, and objective reports that help medical management teams serve their most vulnerable populations. Our services now reach all demographics and lines of business across 46 states. Learn more at www.periscope365.com.

If you’re looking to make a meaningful impact in a supportive setting, we’d love to connect with you!

Position Summary:

If you ask around at Pareto Health who keeps everything running, you will hear the same answer almost every time: the Account Management team. Our Account Managers are trusted partners for our expanding client case, serving as the main point of contact and ensuring seamless collaboration. The help connect vetted consultants to innovative benefits financing and cost management solutions. Together, we serve mid-sized employers looking for a better way.

We are seeking a results-driven Account Manager who combines relationship management, technical expertise with consultative skills. This role is responsible for managing a portfolio of consultant & employer accounts, while driving results, nurturing key relationships, providing education, tracking all necessary documentation and deadlines, and collaborating cross-functionally to ensure Pareto Health’s 96% member retention rate holds steady for another 10 years. The ideal candidate is both a trusted advisor and a proactive solutions-focused professional.

Top candidates will be sharp, personable, analytical, and highly detail-oriented. We especially value individuals who are quick—to grasp new concepts, share a laugh, and contribute meaningfully within a fast-moving organization with ambitious goals.

In return, Pareto offers an energetic workplace filled with people who are deeply committed to the mission—without taking themselves too seriously.

Key Responsibilities:

Strategic Account Ownership & Retention

• Own a portfolio of consultant and employer accounts, serving as the primary strategic partner responsible for retention, satisfaction, and long term value creation.
• Support proactive account planning, risk identification, and renewal strategy to protect recurring revenue and grow cost savings solution adoption.
• Anticipate client needs using performance, utilization, and renewal data to prevent churn and drive durable partnerships.

Executive Level Relationship Management

• Build and maintain trusted advisor relationships with consultants, agency service teams and senior level employer stakeholders.
• Confidently lead executive level conversations, including business reviews, strategy sessions, and complex issue resolution.
• Represent the voice of the customer internally, advocating for client needs and influencing internal priorities.
• Build trust through technical expertise and ability to clearly articulate how Pareto process works, how underwriting was conducted, impact of plan changes on employer financials and connecting claims reporting to an employers level of risk.

Renewal, Financial & Commercial Acumen

• Drive end-to-end renewal execution, including data validation, coordination with Underwriting and consultant communication.
• Apply strong financial and analytical judgment to guide discussions on cost containment, plan performance, and economic trade‑offs.
• Partner cross functionally to ensure accurate billing, documentation, and compliance with contractual requirements.

Value Expansion & Growth Enablement

• Identify opportunities to expand adoption of Savings Engine solutions and services that increase client value, reduce overall costs and strengthen retention.
• Lead strategic planning sessions, business reviews, educational events and ongoing check-ins that align client goals with organizational initiatives including adoption of cost savings solutions.
• Drive engagement in webinars, member meetings, and educational initiatives that reinforce value realization.

Cross Functional Execution

• Coordinate across territory partners such as sales, customer service, customer operations, finance, underwriting, and leadership to deliver a seamless, high-quality customer experience.
• Take ownership of timelines, processes and deliverables—ensuring accountability to territory results.

Data Driven Decision Making & Reporting

• Leverage performance dashboards, utilization reporting, and risk indicators to guide strategy and client recommendations.
• Translate complex data into clear, actionable insights for consultants and employer stakeholders.
• Maintain accurate documentation and Salesforce records to support forecasting, reporting, and organizational visibility.

Professional Judgment & Autonomy

• Exercise independent judgment in prioritization, escalation, and problem-solving within a dynamic portfolio.
• Navigate ambiguity with confidence, balancing speed, accuracy, and stakeholder impact.
• Continuously deepen expertise across various types of self-funding, claims reporting, TPA practices, Pareto solutions and market trends.

Required Skills and Qualifications:

• Bachelor’s degree or equivalent professional experience required
• 5+ years’ experience in a client facing account management, customer success, consulting or related roles
• Experience in health insurance and/or self-insurance or related fields
• Ability to manage consultative executive relationships through client lifecycle management, with exposure to renewal negotiations
• Comfort working with data, reports and financial metrics
• Experience collaborating cross-functionally to deliver exceptional results
• Proficiency in written and verbal communication
• Strong presentation skills and comfort presenting to large audiences
• Must be able to work on multiple projects at once, have a high attention to detail, and ability to accomplish large volumes of work with minimal supervision is required

Perks & Benefits:

• Fully paid medical, dental, and vision benefits.
• Flexible PTO
• 401k company contribution
• Tuition reimbursement
• Professional development allowance
• Transportation allowance and daily parking reimbursement 
• Engaging hybrid work environment

Okta: The World’s Identity Company™

Okta is the leader in Identity management and The World’s Identity Company™. Our mission is to build a more secure world. Okta provides a neutral, powerful, and extensible platform that puts identity at the heart of your stack. Our platforms secure all types of identity, including customers, employees, partners, and AI agents.

Top brands trust Okta. We are relied upon by two thirds of the Fortune 100 and over 40% of the Forbes Global 2000 for their Identity-powered journeys.

The Strategic Workforce Identity Opportunity

Okta Platform Focus: Workforce Identity Solutions. Travel: Some travel is required, including in-person onboarding and travel to our San Francisco, CA HQ OR Chicago office during the first week of employment.

This role is integral to the Strategic segment team, managing large enterprise organizations across various key industries such as Public Sector, Financial Services, Healthcare, Manufacturing, Retail, and Technology.

The Technical Account Management (TAM) team is a global group of Okta product experts dedicated to enabling existing customers to succeed. We deepen our understanding of each customer’s unique ecosystem to not only address present challenges but also to anticipate and innovate for the future.

As a Technical Account Manager, you will focus exclusively on Workforce Identity, serving as a trusted technical advisor and advocate for some of our largest customers. You will focus on strategic account alignment and broad deployment strategies to drive lasting success through elevated technical maturity.

Key Workforce Identity Solutions You Will Support:

The Okta Platform secures employees, contractors, and partners across every part of the Identity lifecycle, including governance, access, and privileged controls. Products include:

• Identity & Access Management (IAM): Single Sign-On (SSO), Adaptive MFA, Device Access, API Access Management, Secure Partner Access, Access Gateway, and Universal Directory.
• Identity Governance & Administration (IGA): Lifecycle Management and Identity Governance. (For example, Box enforces zero standing privileges with Okta Identity Governance).
• Privileged Access Management (PAM): Privileged Access.
• Identity Threat Detection & Response (ITDR): Identity Security Posture Management and Identity Threat Protection.

What You'll Be Doing

Strategic Customer Partnership & Influence:

• Build deep, long-lasting relationships with customers as their go-to technical advisor.
• Earn Okta trusted advisor status with customer identity owners and technical leadership, known as the primary point of contact for technical leaders.
• Possess and masterfully apply comprehensive technical expertise to solve complex problems, design sophisticated solutions, and influence customer strategies.
• Collaborate with customers to design identity strategies aligned with their business objectives.
• Leverage tailored technical plans for success with a portfolio of customers of increasing size and complexity.
• Help find ways to build upon and expand customers' adoption of the Okta footprint through additional use cases and increasing security posture.
• Use knowledge of how Okta's product differentiators lead to positive outcomes for customers, securing the Okta footprint against competitive displacement.

Complex Problem Resolution & Advocacy:

• Demonstrate advanced problem-solving skills, capable of dissecting complex, multi-faceted problems and orchestrating effective solutions.
• Proactively identify risks and create mitigation plans, establishing actions, ownership, and driving resolutions.
• Able to handle most customer technical escalations independently, or collaboratively with the Customer Success Manager (CSM).
• Manage competing priorities with little impact on delivery, ensuring follow through on all activity.
• Demonstrate a strong ability to represent and advocate for the customer with cross-functional teams (including engineering and support), while supporting policies and decisions that are in the best interests of the company.
• Facilitate difficult discussions with senior stakeholders.

Thought Leadership & Team Enablement:

• Serve as a thought leader, providing best practices, workshops, and training.
• Generate specific vertical/use case insights and thought leadership, demonstrating an advanced level of Okta platform and identity domain knowledge, with a focus on enhancing customers’ security posture.
• Generate higher value for customers and deeper TAM engagement through repeatable asset and strategy creation for the team.
• Mentor peers and colleagues, upskilling capability with a focus on technical development.
• Contribute to the development of adoption and retention strategies, sharing knowledge of customer patterns, and leading execution.
• Lead project tasks or initiatives aimed at improvement of TAM processes and knowledge.

What You'll Bring to the Role 

• Requires 6+ years of related experience in a professional role, or equivalent experience (e.g., 6+ years with a Master’s degree).
• 3+ years of experience as a Technical Account Manager (TAM) or a comparable role such as Technical Consultant, Product Management, or Solution Architect.
• 3+ years in identity and access management, including SSO, MFA, lifecycle management, or security best practices.
• Education: 
  • BA/BS/MS in Computer Science, Information Technology or related discipline, or equivalent work experience required.
  • Certifications: Okta Certified, CISSP, or equivalent.
• Technical Mastery (Workforce Identity Focus):
  • Extensive proficiency utilizing Okta feature sets and platforms to portray a design, or architecture, that satisfies well-known customer use cases to a customer technical persona including architect.
  • Able to modify existing quickstart or code samples to adapt them to the customer's requirements.
  • Confident in assisting TAM peers on technical challenges, or on behalf of other TAMs customers.
• Solid understanding of one or more of the following key areas:
  • Technologies and protocols to support identity federation and robust access control models (e.g., SAML 2.0, WS-Federation, OAuth, OpenID Connect).
  • Experience dealing with legacy applications in a hybrid IT environment with non-standard applications (i.e., those that do not support modern identity federation protocols).
  • SaaS deployment such as Salesforce, Box, Office 365, Workday, and HR as master for identities.
  • Lifecycle management scenarios to 3rd party systems and applications (Workflows, HR-driven provisioning, MSFT integrations, SCIM, etc).
  • Enterprise applications in the ecosystem to provide identity and attributes to applications or to harness an external application to help drive business processes (ITSM, HR, etc).
  • Security and performance monitoring and 3rd party signals integrations (SEIM, MDM, WAF, etc).
  • Awareness of augmentation of identity protocols and flows, capable of identifying augmentation that requires additional review.
• Communication and Leadership Skills:
  • Excellent communication skills, capable of translating complex technical topics into actionable insights.
  • Convey complex ideas in a compelling and easily understandable manner.
  • Ability to set expectations and communicate goals and objectives with customers at various levels, up to CxO.
  • Skilled in setting and enforcing appropriate boundaries with both internal and external stakeholders.
  • Ability to track and influence customer behavior and health metrics across a portfolio of accounts

#LI-MM1
#LI-Hybrid
P24882

At Horace Mann, we are motivated by educators taking care of our children's futures, and we believe they deserve someone to look after theirs. We are passionate about providing solutions to safeguard what they have today and help them achieve financial success to live better and retire happier.

As an Insurance Producer with Horace Mann, you dictate your earnings with unlimited income potential. Our insurance products are designed specifically for educators, and we provide exceptional training, competitive rates, and flexible work arrangements. Our compensation, incentives, and bonus potential are unparalleled in the industry, and you can even earn trips to incredible destinations.

Join our team today and take the first step towards achieving your career aspirations.

You Will Enjoy the Following

• A performance-based compensation package includes a 36-month incentive and "enhanced" commissions.
  • Monthly incentives for new agents based on months 1-36 sales volume.
  • Earning quarterly production incentives for the first 36 months.
• No External Office Requirement.
• The ability to prospect and work within established books of business while building your practice.
• A niche market to increase your opportunity for success.
• Value-Added Services will get you in front of our ideal client base.
• Simple, streamlined product offerings and sales processes allow early production results.
• Networking, community, sales, and industry events.
• Market and relationship-building programs.
• A 'One-Stop Shop' multi-line product portfolio.

Responsibilities

• Dedication to solving the financial challenges educators face.
• Exude confidence and enthusiasm while presenting to potential customers, one-on-one and in large groups.
• Participate in various events such as networking events, community events, sales events, and industry events to expand your professional connections.
• Engage with the local community and learn about new products and services.
• Stay up to date with the latest industry trends.
• Achieve success in acquiring market entry and cultivating strong connections.
• Be willing to invest time and resources to ensure business success; and
• Possess or the ability to obtain resident state General Lines licenses:
  • Life & Health
  • Property & Casualty

Pay Structure

• Sign-on Bonus
• Uncapped Earnings/Commission
• Structured Incentive/Bonus Pay

Work Setting

• In-Person
• In the Field
• Office

Licenses/Certifications [preferred or will be required prior to appointment]

• Life & Health Insurance License
• Property & Casualty License

Insurance producers report to the Regional Field Leader, who also acts as the Agency Consultant.

Horace Mann Educators Corporation - Founded by Educators for Educators

Educators founded the Horace Mann Educator Corporation in 1945. We are the most comprehensive national multi-line insurance and financial services company dedicated to serving America's educators and families. We are an equal-opportunity employer.

#LI-AK1

#VIZI#

At Horace Mann, we are motivated by educators taking care of our children's futures, and we believe they deserve someone to look after theirs. We are passionate about providing solutions to safeguard what they have today and help them achieve financial success to live better and retire happier.

As an Insurance Producer with Horace Mann, you dictate your earnings with unlimited income potential. Our insurance products are designed specifically for educators, and we provide exceptional training, competitive rates, and flexible work arrangements. Our compensation, incentives, and bonus potential are unparalleled in the industry, and you can even earn trips to incredible destinations.

Join our team today and take the first step towards achieving your career aspirations.

You Will Enjoy the Following

• A performance-based compensation package includes a 36-month incentive and "enhanced" commissions.
  • Monthly incentives for new agents based on months 1-36 sales volume.
  • Earning quarterly production incentives for the first 36 months.
• No External Office Requirement.
• The ability to prospect and work within established books of business while building your practice.
• A niche market to increase your opportunity for success.
• Value-Added Services will get you in front of our ideal client base.
• Simple, streamlined product offerings and sales processes allow early production results.
• Networking, community, sales, and industry events.
• Market and relationship-building programs.
• A 'One-Stop Shop' multi-line product portfolio.

Responsibilities

• Dedication to solving the financial challenges educators face.
• Exude confidence and enthusiasm while presenting to potential customers, one-on-one and in large groups.
• Participate in various events such as networking events, community events, sales events, and industry events to expand your professional connections.
• Engage with the local community and learn about new products and services.
• Stay up to date with the latest industry trends.
• Achieve success in acquiring market entry and cultivating strong connections.
• Be willing to invest time and resources to ensure business success; and
• Possess or the ability to obtain resident state General Lines licenses:
  • Life & Health
  • Property & Casualty

Pay Structure

• Sign-on Bonus
• Uncapped Earnings/Commission
• Structured Incentive/Bonus Pay

Work Setting

• In-Person
• In the Field
• Office

Licenses/Certifications [preferred or will be required prior to appointment]

• Life & Health Insurance License
• Property & Casualty License

Insurance producers report to the Regional Field Leader, who also acts as the Agency Consultant.

Horace Mann Educators Corporation - Founded by Educators for Educators

Educators founded the Horace Mann Educator Corporation in 1945. We are the most comprehensive national multi-line insurance and financial services company dedicated to serving America's educators and families. We are an equal-opportunity employer.

#LI-AK1

#VIZI#

At Horace Mann, we are motivated by educators taking care of our children's futures, and we believe they deserve someone to look after theirs. We are passionate about providing solutions to safeguard what they have today and help them achieve financial success to live better and retire happier.

As an Insurance Producer with Horace Mann, you dictate your earnings with unlimited income potential. Our insurance products are designed specifically for educators, and we provide exceptional training, competitive rates, and flexible work arrangements. Our compensation, incentives, and bonus potential are unparalleled in the industry, and you can even earn trips to incredible destinations.

Join our team today and take the first step towards achieving your career aspirations.

You Will Enjoy the Following

• A performance-based compensation package includes a 36-month incentive and "enhanced" commissions.
  • Monthly incentives for new agents based on months 1-36 sales volume.
  • Earning quarterly production incentives for the first 36 months.
• No External Office Requirement.
• The ability to prospect and work within established books of business while building your practice.
• A niche market to increase your opportunity for success.
• Value-Added Services will get you in front of our ideal client base.
• Simple, streamlined product offerings and sales processes allow early production results.
• Networking, community, sales, and industry events.
• Market and relationship-building programs.
• A 'One-Stop Shop' multi-line product portfolio.

Responsibilities

• Dedication to solving the financial challenges educators face.
• Exude confidence and enthusiasm while presenting to potential customers, one-on-one and in large groups.
• Participate in various events such as networking events, community events, sales events, and industry events to expand your professional connections.
• Engage with the local community and learn about new products and services.
• Stay up to date with the latest industry trends.
• Achieve success in acquiring market entry and cultivating strong connections.
• Be willing to invest time and resources to ensure business success; and
• Possess or the ability to obtain resident state General Lines licenses:
  • Life & Health
  • Property & Casualty

Pay Structure

• Sign-on Bonus
• Uncapped Earnings/Commission
• Structured Incentive/Bonus Pay

Work Setting

• In-Person
• In the Field
• Office

Licenses/Certifications [preferred or will be required prior to appointment]

• Life & Health Insurance License
• Property & Casualty License

Insurance producers report to the Regional Field Leader, who also acts as the Agency Consultant.

Horace Mann Educators Corporation - Founded by Educators for Educators

Educators founded the Horace Mann Educator Corporation in 1945. We are the most comprehensive national multi-line insurance and financial services company dedicated to serving America's educators and families. We are an equal-opportunity employer.

#LI-AK1

#VIZI#

At Horace Mann, we are motivated by educators taking care of our children's futures, and we believe they deserve someone to look after theirs. We are passionate about providing solutions to safeguard what they have today and help them achieve financial success to live better and retire happier.

As an Insurance Producer with Horace Mann, you dictate your earnings with unlimited income potential. Our insurance products are designed specifically for educators, and we provide exceptional training, competitive rates, and flexible work arrangements. Our compensation, incentives, and bonus potential are unparalleled in the industry, and you can even earn trips to incredible destinations.

Join our team today and take the first step towards achieving your career aspirations.

You Will Enjoy the Following

• A performance-based compensation package includes a 36-month incentive and "enhanced" commissions.
  • Monthly incentives for new agents based on months 1-36 sales volume.
  • Earning quarterly production incentives for the first 36 months.
• No External Office Requirement.
• The ability to prospect and work within established books of business while building your practice.
• A niche market to increase your opportunity for success.
• Value-Added Services will get you in front of our ideal client base.
• Simple, streamlined product offerings and sales processes allow early production results.
• Networking, community, sales, and industry events.
• Market and relationship-building programs.
• A 'One-Stop Shop' multi-line product portfolio.

Responsibilities

• Dedication to solving the financial challenges educators face.
• Exude confidence and enthusiasm while presenting to potential customers, one-on-one and in large groups.
• Participate in various events such as networking events, community events, sales events, and industry events to expand your professional connections.
• Engage with the local community and learn about new products and services.
• Stay up to date with the latest industry trends.
• Achieve success in acquiring market entry and cultivating strong connections.
• Be willing to invest time and resources to ensure business success; and
• Possess or the ability to obtain resident state General Lines licenses:
  • Life & Health
  • Property & Casualty

Pay Structure

• Sign-on Bonus
• Uncapped Earnings/Commission
• Structured Incentive/Bonus Pay

Work Setting

• In-Person
• In the Field
• Office
• Remote

Licenses/Certifications [preferred or will be required prior to appointment]

• Life & Health Insurance License
• Property & Casualty License
• Driver's License [Required]

Insurance producers report to the Regional Field Leader, who also acts as the Agency Consultant.

Horace Mann Educators Corporation - Founded by Educators for Educators

Educators founded the Horace Mann Educator Corporation in 1945. We are the most comprehensive national multi-line insurance and financial services company dedicated to serving America's educators and families. We are an equal-opportunity employer.

#LI-AK1

#VIZI#

Are you looking for an opportunity to define your future in the commercial real estate industry based on your own unique skills and experience?

Whether your talents lie in marketing, operations, finance, human resources, management, or something different altogether, you’ll find flexibility and a sense of belonging at Berkadia. We’re committed to a culture that strives for excellence – a place where your contributions are valued, you are empowered to create positive impact, and you can grow your career. Be Your Best Self. Be Berkadia. 

The Workforce Data Analyst will lead business-wide initiatives working with cross-functional teams to develop insights for decision-makers. You'll be a data consultant, and security/privacy advocate.

We Innovate to shape the future of CRE, so in this role you will:

Executive Advisory and Strategic Consulting  

• Serve as a trusted strategic advisor to senior leadership, conducting high-level executive briefings that translate complex workforce data into compelling narratives and strategic recommendations 

• Develop and facilitate executive workshops that deep-dive into critical challenges, using data-driven insights to inform transformative business decisions 

Innovative Analytical Approach  

• Develop storytelling methodologies that transform complex data into clear, compelling narratives that resonate with executive leadership and drive strategic decision-making 

• Continuously explore and implement cutting-edge analytical technologies and methodologies to maintain a competitive edge in analytics 

• Collaborate with cross-functional teams  across the organization to ensure that analytics and reporting are aligned with company priorities, support everyday business needs and facilitate informed decision making 

• Develop reporting support for leaders, and people managers, with a focus on self-service reporting and building dashboards in Microsoft PowerBI 

• Support special projects and prepare ad hoc reports upon request from key stakeholders and company leaders 

• Research and identify benchmarking, best practices and market talent trends, making recommendations for enhancements that will solidify Berkadia’s competitive position as an employer of choice in the Commercial Real Estate, Financial Services, and Technology industries.      

Advanced Reporting and Insights Development  

• Develop advanced visualization and reporting tools in Microsoft PowerBI that enable self-service analytics for leadership, with a focus on intuitive, actionable dashboards 

• Create comprehensive measurement methodologies that go beyond traditional metrics, providing holistic views of human capital value and potential 

We are passionate about your growth, so to achieve success in this role you should have: 

Minimum Position Qualifications 

• 3+ years data analysis experience, with a focus on bringing structure, process, and clarity to complex topics 

• Experience with data extraction/wrangling from multiple systems  

• Strong storytelling/presentation skills; ability to effectively persuade and influence others using data 

• Advanced analytical, investigative and problem-solving skills 

• Ability to synthesize complex data and analytics into visually appealing, easy-to-understand reporting 

• Ability to preserve confidentiality of sensitive information 

• Advanced skills in Microsoft PowerBI, Excel, and PowerPoint 

• High degree of organizational savvy; comfortable working with all levels of the organization 

• Excellent interpersonal communication skills; ability to effectively communicate with all levels of an organization 

Preferred Education and Experience 

• ​​Bachelor’s degree or equivalent​  in a field that emphasizes data analysis (e.g. Statistics, Applied Math, Computer Science, Engineering, Economics, Physical Sciences, Social Sciences). 

• Experience with statistical programming languages (e.g., R, Python) a plus, but not required 

• Knowledge of statistical analysis techniques.  

• Understands how data will be used when requested and uses strong judgement to adjudicate requests for PII or other HR or personnel information that is kept confidential.  

We believe People Matter, so we offer benefits that go beyond:

• Monthly paid volunteer hours and donation matching to benefit our communities 
• Employee Resource Groups that help you grow with us
• Fertility and family planning services  
• Up to 12-weeks of fully paid parental leave   
• Mental health care, including free counseling sessions:  
• We'll help you fund your learning journey with generous tuition reimbursement 
• Pet insurance discounts 
• And more! 

Be Your Best Self. Be Berkadia. 

#LI-EP1 #LI-Hybrid

Technical Consultant , eCOA

Reports to: Delivery Lead, Senior Project Manager

Department: Services Delivery  

Suvoda is a global clinical trial technology company shaping digital experiences that enable clinical trial sponsor and site professionals to take full command over the inherent logistical complexity behind mission-critical and time-sensitive patient interactions in life-sustaining studies for therapeutic areas such as oncology, central nervous system, and rare disease.  

Supporting clinical trials means supporting unique experiments that are inherently complex, high-stakes, and dynamic. It is imperative that Suvoda staff working with clients, end-users, or the systems that client and end-users interact with understand the clinical trial industry, regulations, Suvoda’s software products and processes, and especially the specificities of the unique trial in question before taking any actions they may alter the data of the system in question.  

Responsibilities:

• Primary escalation point for the Suvoda Customer Care team on complex eCOA support issues requiring input from the project team or product development to resolve; troubleshoot escalated issues,identify resolutions , and create Product Support Request when needed.
• Work with assigned clients and project teams responsible for the delivery of eCOA for clinical assessment data collection
• Responsible for overall maintenance of eCOA systems, including oversight of the support process, identification and mitigation of potential issues/risks, and working with the client and other vendors to ensure success using the Suvoda IRT/eCOA system. (inclusive of all modalities)
• Provide direct oversight of other delivery team members as necessary in their performance of related eCOA maintenance duties
• Lead implementation of system change controls for studies during maintenance phase pertaining specifically to eCOA bugfixes. Coordinate with Product Development to advise on the Services needs related to Product updates or fixes.
• Assist with updates to study FAQ documents, used by the customer care team to handle support inquiries and issues, and with maintenance of the FAQ template for eCOA related features/support request.
• Responsible for the system training materials including manuals, walk through videos, and presentations.
• Proactively identify trends in support data and determine the root cause for repeated/frequent support issues; work with the Project Manager, eCOA Practice and other service team members as required to identify and implement solutions
• Identify and assist with the implementation of process improvements for the services department
• Assist the product team with the design and development of new features by providing feedback based on client requests and project experience
• Assist the customer care team with providing support to system users in multiple countries via the telephone and email
• Assist with the training of new staff members on the Suvoda eCOA product and processes
• Perform other related duties as required

Requirements:

• Bachelor's degree or equivalent experience required
• At least 1 year of experience in eCOA/IRT or related field preferred
• Interpersonal and communication skills
• Time management and organizational skills
• Analytical thinking
• Ability to understand technical systems and perform troubleshooting
• Creative problem solving
• Attention to detail

This is a high-impact, visible role where your expertise directly translates into patient access.  You'll be instrumental in shaping our market presence and ensuring the successful adoption of a technology that is changing the standard of cardiovascular care.  Join us and make a difference! 

This role serves as the primary, expert consultant on all matters of coding, billing, and access for HeartFlow FFRct Analysis and other services. You will leverage your deep reimbursement experience to ensure our hospital and clinic partners succeed financially, while strategically aligning with our internal Sales Team.

This position will be a remote position with up to 30% travel throughout the US required. #LI-IB1

Responsibilities You Will Own:

Strategic Field Alignment & Consultation

• Act as the expert reimbursement partner embedded within the field team structure. Attend strategic sales calls to address complex coding and billing concerns, positioning Heartflow as a true consultative resource for customers.
• Collaborate with the Field Sales Team to proactively identify facilities and practices needing reimbursement education and support regarding Heartflow products.
• Educate the Sales Team on key coding updates, billing concerns, and reimbursement trends, ensuring the entire commercial team is strategically aligned and informed.
• Collaborate with the field facing "One Team" to compliantly share insights into customer needs, potential barriers, and payer issues/opportunities for patient access.

Customer Access & Billing Optimization

• Serve as the primary consultant for customer billing and administrative staff. Conduct calls or travel onsite to educate customers on the appropriate use of Category III codes, billing scenarios, and payment components.
• Provide comprehensive support throughout the full reimbursement cycle, from pre-service authorization to post-service collection.
• Support customers in optimizing their prior authorization workflow and claims appeals processes to maximize reimbursement success and minimize administrative burden.
• Conduct frequent claim reviews with practices to ensure appropriate reimbursement.
• Address and resolve patient coverage, access, and reimbursement questions from accounts, coordinating with patient services as directed by policy and procedure.

Content Strategy & Compliance

• Partner with Marketing to develop strategic educational materials (e.g., guides, presentations, FAQs) on coding, billing, and compliance for both customer and internal field team use.
• Identify, anticipate, and address patient and practice reimbursement issues by partnering with internal and external stakeholders.
• Maintain a deep understanding of Heartflow policies and industry trends to perform the role in a compliant manner consistent with company guidance.

Skills Needed:

• Deep Understanding of the Revenue Cycle: Expert knowledge of medical coding (CPT, ICD-10), payer policies, prior authorization workflows, and claims appeals processes.
• Policy Interpretation: Proven ability to interpret policies and medical necessity language to accurately identify appropriate documentation (e.g., ICD-10 codes, medical records) required for successful claim submission.
• Data Proficiency: Proficient in using the Microsoft Office Suite (Excel, Word, and PowerPoint), with advanced spreadsheet development skills for analysis and reporting.
• Cross-Functional Alignment: Proven ability to successfully collaborate and align with a direct sales force, serving as a respected consultative partner rather than a purely service-oriented resource. This requires a strategic mindset focused on enabling commercial success through access.
• Exceptional Communication: Outstanding presentation and communication skills, with the ability to translate complex reimbursement information into clear, actionable guidance for both internal teams and external customers.
• Ethical Practice: Unwavering commitment to ethical business practices and maintaining the highest level of compliance in all professional activities.

Educational Requirements & Work Experience:

• Greater than 5 years of demonstrated work experience in coding and billing managing both governmental and commercial claims reimbursement processes.
• Demonstrated medical service coding and reimbursement experience.
• Associates Degree in related field of study required.
• CPC preferred, COC preferred, cardiology experience a plus.
• Bachelor’s degree preferred.

This position is remote, however, you must be located in one of the following states as listed or be able to relocate. Please note, at this time, we are not able to sponsor re-location.

A reasonable estimate of the base salary compensation range is $90,000 to $120,000 per year and bonus.

We are currently seeking a skilled and dedicated Aesthetic Sales Consultant to become an integral part of our luxury medical practice. 

About Us

AirSculpt® is a next-generation body contouring treatment designed to optimize both comfort and precision, available exclusively at AirSculpt offices. This minimally invasive procedure removes unwanted fat, tightens skin, and can transfer fat to enhance other areas, sculpting targeted areas of the body with precise results and minimal downtime. More than 75,000 cases have been performed in AirSculpt's 30+ premium locations throughout the United States and Canada.

As an Aesthetic Sales Consultant at AirSculpt®, you will: 

• Meet or exceed monthly sales goals and achieve required metrics for patient satisfaction.
• Utilize consultative selling techniques to connect with clients, understand their needs, and recommend suitable medical aesthetic services.
• Collaborate with our medical team to ensure seamless communication and coordination throughout the patient's journey.
• Handle other tasks as assigned by management.

Requirements:

• 5 years of consultative sales experience, preferably in medical aesthetics or high-end luxury services
• Strong communication skills and the ability to connect quickly with clients on a personal level
• Ability to work independently and as part of a team, self-motivation, adaptability, and a positive attitude
• Experience using a CRM tool
• Proficiency in Microsoft Office and Google Suite
• Ability to work weekends as required by business needs

Preferred but Not Required:

• Salesforce experience
• Bilingual (English/Spanish)

Physical Demands

• Must be able to sit or stand intermittently for the duration of a shift (8-12 hours)
• Push/pull/lift up to 25 pounds

Benefits

• Insurance: Competitive choices for health, dental and vision coverage; 1x base salary in life insurance, plus Short-Term and Long-Term Disability
• Retirement Plan: 401(k) & Roth IRA
• Paid Time Off: vacation and sick days, as well as company holidays

Compensation 

Base of $50K with total annual compensation range of $100-125,000+

Full compensation packages are based on candidate experience and relevant licenses or certifications.

AirSculpt provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

AirSculpt participates in E-Verify to confirm the identity and employment eligibility of all new hires. Click the following link for more information: E-Verify Participation Poster

Position Summary:

The Underwriting Team Lead is responsible for managing, coaching, and developing a small team of underwriters while maintaining hands-on involvement in complex casework. This role serves as a bridge between individual contributors and underwriting leadership, ensuring consistent execution, balanced workloads, strong underwriting judgment, and effective collaboration with Sales, Customer Management, Carrier Management, and Underwriting Operations.

The Team Lead drives performance through real-time case oversight, escalation management, quality assurance, and professional development of team members, while also contributing directly to high-impact and non-standard underwriting scenarios.

Key Responsibilities:

• Team Leadership & Case Management
• Lead day-to-day underwriting execution for a designated team, ensuring timely completion of cases and balanced workload distribution.
• Monitor case progress, turnaround times, and assignment flow using Salesforce and underwriting reporting tools.
• Reassign or reprioritize work as needed to meet business deadlines, accommodate PTO, or address urgent requests.
• Maintain close communication with Sales, Customer Management, and Underwriting leadership regarding timing expectations, priorities, and escalations.
  
  
• Quality Assurance & Underwriting Oversight
• Review complex, high-risk, or non-standard cases to ensure sound underwriting judgment and adherence to guidelines.
• Provide guidance on medical risk assessment, including large claimant review, laser recommendations, and negotiation strategy.
• Support resolution of underwriting errors, including root cause analysis, solutioning, carrier communication, and internal escalation when required.
• Partner with Underwriting Operations on audit and quality assurance initiatives, providing feedback and coaching based on results.
  
  
• Escalation & Complex Deal Support
• Act as an escalation point for challenging underwriting situations, carrier misalignments, or missed terms.
• Assist in block-level underwriting strategies, including coordination of resources, sales alignment, and carrier submission timing.
• Develop and support creative, business-oriented solutions for non-standard or high-risk scenarios, escalating to senior leadership when appropriate.
  
  
• Coaching, Development & Performance Management
• Conduct regular one-on-one meetings with direct reports to provide coaching, feedback, and career development support.
• Identify individual strengths and development areas; create and monitor action plans for skill and performance improvement.
• Facilitate team meetings focused on case learnings, negotiation strategies, underwriting trends, and process updates.
• Assign and support project work that enhances technical skills and prepares underwriters for career progression.
  
  
• Cross-Functional Partnership & Relationship Management
• Build strong working relationships with Sales, Customer Management, Carrier Management, Underwriting Operations, and regional leadership.
• Serve as a trusted underwriting partner for Sales and Customer Management, enabling effective decision-making without unnecessary escalation.
• Participate in internal projects and external engagements that enhance underwriting credibility and market insight.
  
  
• Individual Contribution & Professional Growth
• Maintain a reduced personal case load, focusing on complex or high-impact accounts.
• Stay informed on market trends, geographic dynamics, and consultant-specific considerations impacting underwriting strategy.
• Participate in leadership development programs, mentorship, and regular coaching with underwriting leadership.

Required Qualifications / Skills: 

• Strong expertise in stop loss underwriting and self-funded health plan risk assessment
• Demonstrated ability to coach, mentor, and develop underwriting talent
• Excellent judgment in medical risk evaluation, negotiation, and complex deal strategy
• Strong communication skills with the ability to translate underwriting decisions to Sales and external partners
• Highly organized, adaptable, and effective in a fast-paced, deadline-driven environment
• Proven ability to balance leadership responsibilities with hands-on execution

Minimum Requirements: 

• Bachelor’s degree or equivalent professional experience
• 5+ years of stop loss or health plan underwriting experience
• Prior experience in a team lead, mentor, or informal leadership role strongly preferred
• Proficiency with underwriting systems, Salesforce reporting, and Microsoft Office tools

Perks & Benefits:

• Fully paid medical, dental, and vision benefits.
• Flexible PTO
• 401k company contribution
• Tuition reimbursement
• Professional development allowance
• Transportation allowance and daily parking reimbursement 
• Engaging hybrid work environment

Position Summary:

The Underwriting Team Lead is responsible for managing, coaching, and developing a small team of underwriters while maintaining hands-on involvement in complex casework. This role serves as a bridge between individual contributors and underwriting leadership, ensuring consistent execution, balanced workloads, strong underwriting judgment, and effective collaboration with Sales, Customer Management, Carrier Management, and Underwriting Operations.

The Team Lead drives performance through real-time case oversight, escalation management, quality assurance, and professional development of team members, while also contributing directly to high-impact and non-standard underwriting scenarios.

Key Responsibilities:

• Team Leadership & Case Management
• Lead day-to-day underwriting execution for a designated team, ensuring timely completion of cases and balanced workload distribution.
• Monitor case progress, turnaround times, and assignment flow using Salesforce and underwriting reporting tools.
• Reassign or reprioritize work as needed to meet business deadlines, accommodate PTO, or address urgent requests.
• Maintain close communication with Sales, Customer Management, and Underwriting leadership regarding timing expectations, priorities, and escalations.
  
  
• Quality Assurance & Underwriting Oversight
• Review complex, high-risk, or non-standard cases to ensure sound underwriting judgment and adherence to guidelines.
• Provide guidance on medical risk assessment, including large claimant review, laser recommendations, and negotiation strategy.
• Support resolution of underwriting errors, including root cause analysis, solutioning, carrier communication, and internal escalation when required.
• Partner with Underwriting Operations on audit and quality assurance initiatives, providing feedback and coaching based on results.
  
  
• Escalation & Complex Deal Support
• Act as an escalation point for challenging underwriting situations, carrier misalignments, or missed terms.
• Assist in block-level underwriting strategies, including coordination of resources, sales alignment, and carrier submission timing.
• Develop and support creative, business-oriented solutions for non-standard or high-risk scenarios, escalating to senior leadership when appropriate.
  
  
• Coaching, Development & Performance Management
• Conduct regular one-on-one meetings with direct reports to provide coaching, feedback, and career development support.
• Identify individual strengths and development areas; create and monitor action plans for skill and performance improvement.
• Facilitate team meetings focused on case learnings, negotiation strategies, underwriting trends, and process updates.
• Assign and support project work that enhances technical skills and prepares underwriters for career progression.
  
  
• Cross-Functional Partnership & Relationship Management
• Build strong working relationships with Sales, Customer Management, Carrier Management, Underwriting Operations, and regional leadership.
• Serve as a trusted underwriting partner for Sales and Customer Management, enabling effective decision-making without unnecessary escalation.
• Participate in internal projects and external engagements that enhance underwriting credibility and market insight.
  
  
• Individual Contribution & Professional Growth
• Maintain a reduced personal case load, focusing on complex or high-impact accounts.
• Stay informed on market trends, geographic dynamics, and consultant-specific considerations impacting underwriting strategy.
• Participate in leadership development programs, mentorship, and regular coaching with underwriting leadership.

Required Qualifications / Skills: 

• Strong expertise in stop loss underwriting and self-funded health plan risk assessment
• Demonstrated ability to coach, mentor, and develop underwriting talent
• Excellent judgment in medical risk evaluation, negotiation, and complex deal strategy
• Strong communication skills with the ability to translate underwriting decisions to Sales and external partners
• Highly organized, adaptable, and effective in a fast-paced, deadline-driven environment
• Proven ability to balance leadership responsibilities with hands-on execution

Minimum Requirements: 

• Bachelor’s degree or equivalent professional experience
• 5+ years of stop loss or health plan underwriting experience
• Prior experience in a team lead, mentor, or informal leadership role strongly preferred
• Proficiency with underwriting systems, Salesforce reporting, and Microsoft Office tools

Perks & Benefits:

• Fully paid medical, dental, and vision benefits.
• Flexible PTO
• 401k company contribution
• Tuition reimbursement
• Professional development allowance
• Transportation allowance and daily parking reimbursement 
• Engaging hybrid work environment

McNees Wallace & Nurick is actively seeking an experienced Tax Specialist to join our Corporate and Tax Group. At McNees, we believe our people are our greatest asset. We foster a culture of integrity, innovation, and collaboration - where your ideas matter, and your contributions make a real impact.

Responsibilities:

• Handle tax due diligence activities for merger and acquisition transactions, particularly on the buy-side; but also on the seller-side
• Assess and analyze tax implications of merger and acquisition transactions;
• Develop tax-efficient structuring solutions for clients;
• Identify potential tax risks and opportunities;
• Prepare and review tax returns and other necessary tax documents;
• Ensure compliance with local, state, and federal tax laws and regulations;
• Collaborate with cross-functional teams, including attorneys and other advisors, to implement tax strategies;
• Provide tax advisory services to clients, including advising on tax implications of different merger and acquisition strategies;
• Stay updated on tax legislation changes that may impact merger and acquisition transactions;
• Support McNees’ Corporate & Tax practice group;
• Collaborate with and support other practice groups at McNees;
• Assist in the negotiation process from a tax perspective;
• Communicate tax strategies to clients and stakeholders;
• Conduct thorough research and analysis;
• Assist attorney with various technical tax issues;

Requirements:

• Bachelor’s degree in Accounting, Finance, or Business Administration
• Licensed Certified Public Accountant (CPA)
• 7+ years’ experience with Federal & State sales tax, particularly multi-state
• Experience working on M&A transactions required
• Experience working in public accounting firm preferred
• In-depth knowledge of federal, state, and local income and sales tax laws; and Generally Accepted Accounting Principles (GAAP)
• Ability to interpret and apply complex tax laws
• Knowledge of a broad range of corporate tax matters in various industries (and pass through tax implications)
• Strong attention to detail and organizational skills
• Excellent written and verbal communication skills
• High ethical standards and professional integrity

Working Conditions:

• Normal law office environment with little exposure to excessive noise, dust, extreme temperature, and the like.

#LI-DNP

#LI-Hybrid

Position Overview

This is a high-visibility entry point into a long-term sales career within financial services. As a Sales Consultant, you’ll be on the front line supporting financial advisors and brokers, responding to inbound inquiries and delivering clear, accurate guidance on our retirement product offerings.

You’ll develop deep product knowledge, sharpen your client-facing skills, and gain hands-on exposure to the sales lifecycle—all while completing a structured training and licensing program designed to accelerate your professional growth. This role is well-suited for recent graduates or early-career professionals who are competitive, coachable, and serious about building a career in sales.

What You’ll Do

• Serve as a primary point of contact for inbound broker and advisor inquiries
• Provide sales support on product features, benefits, and competitive positioning of retirement solutions
• Create and deliver customized, web-based hypothetical illustrations tailored to client scenarios
• Ensure advisors have accurate, compliant, and up-to-date marketing and sales materials
• Document all client interactions in Salesforce to support pipeline tracking and analytics
• Act as a liaison between the home office and field wholesalers to ensure seamless execution
• Collaborate closely with internal teams to support sales initiatives and process improvements
• Assist with onboarding and knowledge-sharing for new team members as you progress in the role

What We’re Looking For

• Strong verbal and written communication skills—you can explain complex concepts clearly
• Analytical mindset with the ability to understand and respond to advisor needs
• Genuine interest in financial services, capital markets, and retirement planning
• High level of initiative, work ethic, and accountability
• Ability to thrive in a fast-paced, team-oriented environment
• Willingness and ability to quickly learn products, systems, and workflows

Licensing & Training Requirements

• Must successfully obtain:
• SIE
• Resident Life License
• FINRA Series 7
• FINRA Series 63
• All licenses must be completed within 120 days of employment

Career Path & Growth Opportunity

This role is designed as the first step in a clearly defined sales career track. High performers who demonstrate product mastery, strong advisor engagement, and consistent execution will have the opportunity to progress through the following path:

• Sales Consultant
• Build foundational product knowledge, licensing, and advisor-facing experience while supporting inbound sales activity.
• Dedicated Sales Consultant
• Take ownership, deepen relationships, proactively support sales initiatives, and partner closely with field wholesalers to drive results.
• Internal Wholesaler
• Transition into a quota-carrying role responsible for supporting field sales efforts, driving asset growth, managing advisor relationships, and contributing directly to revenue outcomes.

#LI-KS1

Global Atlantic’s base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic’s total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives.

The base salary for this role is $58,000 plus bonus

Position Overview

This is a high-visibility entry point into a long-term sales career within financial services. As a Sales Consultant, you’ll be on the front line supporting financial advisors and brokers, responding to inbound inquiries and delivering clear, accurate guidance on our retirement product offerings.

You’ll develop deep product knowledge, sharpen your client-facing skills, and gain hands-on exposure to the sales lifecycle—all while completing a structured training and licensing program designed to accelerate your professional growth. This role is well-suited for recent graduates or early-career professionals who are competitive, coachable, and serious about building a career in sales.

What You’ll Do

• Serve as a primary point of contact for inbound broker and advisor inquiries
• Provide sales support on product features, benefits, and competitive positioning of retirement solutions
• Create and deliver customized, web-based hypothetical illustrations tailored to client scenarios
• Ensure advisors have accurate, compliant, and up-to-date marketing and sales materials
• Document all client interactions in Salesforce to support pipeline tracking and analytics
• Act as a liaison between the home office and field wholesalers to ensure seamless execution
• Collaborate closely with internal teams to support sales initiatives and process improvements
• Assist with onboarding and knowledge-sharing for new team members as you progress in the role

What We’re Looking For

• Strong verbal and written communication skills—you can explain complex concepts clearly
• Analytical mindset with the ability to understand and respond to advisor needs
• Genuine interest in financial services, capital markets, and retirement planning
• High level of initiative, work ethic, and accountability
• Ability to thrive in a fast-paced, team-oriented environment
• Willingness and ability to quickly learn products, systems, and workflows

Licensing & Training Requirements

• Must successfully obtain:
• SIE
• Resident Life License
• FINRA Series 7
• FINRA Series 63
• All licenses must be completed within 120 days of employment

Career Path & Growth Opportunity

This role is designed as the first step in a clearly defined sales career track. High performers who demonstrate product mastery, strong advisor engagement, and consistent execution will have the opportunity to progress through the following path:

• Sales Consultant
• Build foundational product knowledge, licensing, and advisor-facing experience while supporting inbound sales activity.
• Dedicated Sales Consultant
• Take ownership, deepen relationships, proactively support sales initiatives, and partner closely with field wholesalers to drive results.
• Internal Wholesaler
• Transition into a quota-carrying role responsible for supporting field sales efforts, driving asset growth, managing advisor relationships, and contributing directly to revenue outcomes.

#LI-KS1

Global Atlantic’s base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic’s total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives.

The base salary for this role is $58,000 plus bonus

The IT Systems Administrator is responsible for managing and optimizing Centri’s entire technology ecosystem, ensuring security, reliability, and performance across all platforms. This includes Microsoft 365 and Azure environments, Check Point security infrastructure, and a diverse set of business-critical applications. The role also focuses on integrating modern productivity tools such as Microsoft Copilot and Power Platform (Power Apps, Dataverse, Copilot Studio) into the Microsoft 365 and Azure environments to drive automation and efficiency. The ideal candidate will have hands-on experience with enterprise systems administration, security best practices, and automation, while supporting a hybrid workforce and collaborating across departments.

Core Responsibilities

Microsoft 365 & Azure Administration

• Administer and optimize Microsoft 365 services (Exchange Online, OneDrive, Teams, Teams Phone, SharePoint) and Microsoft Azure resources (VMs, Storage, Networking).
• Integrate Microsoft Copilot, Power Apps, Dataverse, and Copilot Studio into Microsoft 365 and Azure environments to enhance automation, workflows, and business intelligence.
• Oversee roadmap releases for Microsoft 365 and Azure, ensuring proper testing, deployment, and documentation.

Security & Network Infrastructure

• Manage SASE solutions, including FWaaS, ZTNA, CASB, SWG, and VPN/SDP technologies to ensure secure cloud access and robust protection against external threats.
• Manage identity protection and management solutions (Passwordless authentication, MFA, Conditional Access, DLP) and maintain compliance with security standards (SOC 2, ISO 27001).
• Collaborate with Information Security to enforce security policies and respond to incidents.

Enterprise Applications & Business Systems

• Administer and support company-wide systems including:

• Finance & Accounting: FloQast, QuickBooks, Bill.com, NetSuite
• CRM & Marketing: HubSpot
• Audit & Compliance: DataSnipper, Intelligize, Trullion
• Security & Training: Bitwarden, KnowBe4
• Reservation & Scheduling: Skedda

• Ensure integration, uptime, and performance of these platforms while coordinating with vendors and internal stakeholders.

Automation & Optimization

• Develop PowerShell scripts for automation of administrative tasks and reporting.
• Build workflows and apps using Power Apps, Dataverse, and Copilot Studio to streamline business processes.
• Optimize system performance through proactive monitoring and capacity planning.

Disaster Recovery & Business Continuity

• Manage backup and recovery strategies for Microsoft 365, Azure, and critical business systems.
• Support Azure Site Recovery and business continuity planning initiatives.

Endpoint & Device Management

• Administer Microsoft Intune for device compliance, mobile device management, and endpoint security.

Collaboration & Support

• Provide advanced technical support for Microsoft 365, Azure, Windows operating systems, and SaaS applications.
• Train end-users on new features and best practices.
• Maintain confidentiality of all client and employee information.
• Promote collaboration and relationship-building in a hybrid work environment.

• Support Firm initiatives and development opportunities.

 Required Skills/Abilities:

Candidates must have extensive hands-on experience with all of the following:

• Microsoft 365 and Azure administration (Exchange, OneDrive, Teams, SharePoint, VMs, Storage, Networking).
• Integration and administration of Microsoft Copilot, Power Apps, Dataverse, and Copilot Studio within Microsoft 365 and Azure environments.
• Check Point security services (FWaaS, VPN/SDP).
• Identity protection and management (MFA, Conditional Access, DLP).
• PowerShell scripting for automation.
• Experience in API configuration, integration, and troubleshooting.
• Endpoint management via Microsoft Intune and RMM.
• Administration of enterprise SaaS platforms (FloQast, QuickBooks, Bill.com, NetSuite, HubSpot, DataSnipper, Intelligize, Trullion, Bitwarden, KnowBe4, Skedda).
• Strong knowledge of network and SASE solutions infrastructure design and maintenance.
• Excellent problem-solving, troubleshooting, and communication skills.

 Education and Experience

• Bachelor’s degree in Computer Science or related field.
• Minimum of 7 years of experience in IT systems administration.
• Preferred Certifications:

• • Microsoft 365 Certified: Enterprise Administrator Expert
  • Microsoft Certified: Azure Administrator Associate
  • Microsoft Certified: Azure Security Engineer Associate
  • Microsoft Certified: Power Platform Functional Consultant Associate
  • Check Point Certified Security Administrator (CCSA)
  • Microsoft Certified: Security, Compliance, and Identity Fundamentals

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift items up to 30 pounds at times.
• Travel will be 25% of the time when necessary.

WHAT WE DO

Our Concept to Delivery consultants work with clients to turn ideas into reality. No matter the size or complexity, our consultants are skilled at helping clients transform concepts into tangible, impactful results. We do this by utilizing innovative approaches to design and deliver engaging, value-focused solutions. Our Concept to Delivery approach demands a people-centric mindset, fail-fast mentality, nimble decision making, steadfast innovation, and engaging cross-functional collaboration.

We work across a variety of industries and business functions and provide depth and breadth of experience across numerous strategic capabilities.

We are actively looking for professionals in the following areas:

• Design Thinking
• Rapid Prototyping
• Product Management
• Solution Delivery
• Change Management

The ideal candidate’s experience will include elements of the following:

• Providing delivery leadership, and executing on large scale, highly complex initiatives by aligning key stakeholders, working across various levels of the organization, and driving business results
• Leveraging design thinking methods to facilitate, articulate, and align on problem definition and solution design among business leads, relevant stakeholders, and oftentimes customers.
• Developing and adding further detail and fidelity to envisioned solutions through prototyping, often working with the same stakeholders, by leveraging an agile approach towards feedback to deliver quickly while meeting product goals.
• Managing the product lifecycle (e.g., vision, roadmap, budget, pricing, development), often by leveraging the collective functions of an enterprise, to deliver solutions that maximize value and minimize time to delivery.
• Enabling organizations and its people to embrace, adopt, and champion new solutions by leveraging effective change management strategies and methodologies

A career at SEI extends well beyond providing great service and thought leadership to our clients. Everyone takes an active role in building and managing our business, in an environment that runs counter to traditional consulting firms. Our consultants have a “seat at the table” and contribute to growing our business in ways that align to their interests such as growing business development opportunities, conducting interviews to support our hiring process, managing internal initiatives that build our brand or organizing trainings to share what you know with your colleagues. There is no telling what an SEI Consultant will be asked to do on a day-to-day basis – we do what it takes to get the job done.

QUALIFICATIONS

Required-

• Alignment to our core values: Excellence, Participation, Integrity, and Collaboration
• Hungry, Humble, Smart
• Demonstrated business and technology acumen
• Strong written and verbal communication skills
• Understanding and experience solving real business problems
• Proven track record of delivering results
• Experience working with and/or leading a team
• Ability to work across industries, roles, functions & technologies
• Authorization for permanent employment in the United States (this position is not eligible for immigration sponsorship)

Preferred-

• Bachelor’s degree
• 8+ years professional experience
• Experience across our service offerings

WHAT WE DO

Our Data and Analytics consultants work with clients at all levels of the organization, from the C-suite to the shop floor, helping them to deliver on their most strategic initiatives. We’re known for making realistic, data-driven decisions that deliver value in tangible ways to our clients. Our clients ask for us on projects that require a superior combination of technical and business capabilities, people and management skills, and a collaborative mindset. We excel in understanding complex programs and strategic initiatives and breaking them into actionable pieces.

We are actively looking for professionals in the following areas:

• Data Strategy
• Data Governance
• Data Modernization
• Advanced Analytics
• Data Visualization

The ideal candidate’s experience may include but is not limited to the following:

• Have experience understanding and solving real business problems
• Have experience with presenting business case and strategy to the C-Suite
• Bring industry domain knowledge for custom data and analytics strategies
• Experience in designing and implementing data driven products and services
• Experience in designing and building high performance collaborative business and technology teams that deliver high value data solutions, data products and data analytics

Ideal candidates may call themselves Data Architects, Data Engineers, Data Scientists, Analysts and Data Governance professionals. Experience may include but not limited to the following:  

Data Strategy and Governance

• Intimately familiar with data technologies, data architecture frameworks, cloud platforms and the emerging trends in technological advancements.
• Proven experience in transforming our clients from on-prem data platforms to the cloud.
• Lead data modernization initiatives that include platform, technology and tools implementation and adoption.
• Must have experience in architecting and implementing data architecture, data engineering, reporting and analytical solutions across multiple business functions and domains.
• Conduct data management maturity assessments and identify pain points for including data quality, governance, architecture, analytics, metadata management, master data management.
• Demonstrate a rigorous and analytical problem-solving approach, leading information-gathering sessions and preparing and delivering client presentations and work products/prototypes.
• Identify data governance gaps and assess data governance maturity in a complex data environment. Should also be able to Identify the implications for data governance that arise from the technology, current processes, and skill levels in a complex data environment.

Data Architecture and Engineering

• Extensive experience or knowledge of cloud-based data platform technologies such as AWS, Microsoft Azure or Google Cloud Computing.
• Experience designing and building data platforms that support data lakes, data stores, data ingestion and transformations and API services for consuming data
• Ability to design and build complex data pipelines that either stream data in
• Experience and knowledge of programming and scripting languages, such as but not limited to Python, Node.JS and SQL
• Experience and knowledge of data integration tools and platforms
• Experience and knowledge of relational and dimensional database structures, theories, principles, and practice used in data warehousing and analytics solutions
• Ability to design and build data models using the appropriate technics to meet business objectives
• In depth knowledge of modern data technologies including Snowflake, RedShift, Azure SQL/Synaspe, Databricks or similar technologies.

Advanced Analytics and Data Visualizations

• Extensive experience or knowledge of data visualization technologies such as Tableau, Power BI, Qlik and Spotfire
• Experience with statistical and mathematical modeling, artificial intelligence and machine learning software and methods
• Experience and knowledge of programming and scripting languages such as, but not limited to, SQL, Python and R
• Experience with data modeling, data prep and machine learning tools like Alteryx, RapidMinder, RStudio and Tableau Prep
• Experience and knowledge of relational and dimensional database structures, theories, principles, and practice used in data warehousing and analytics solutions
• Experience deploying enterprise-wide reporting solutions while leveraging data visualization best practices

A career at SEI extends well beyond providing great service and thought leadership to our clients. Everyone takes an active role in building and managing our business, in an environment that runs counter to traditional consulting firms. Our consultants have a “seat at the table” and contribute to growing our business in ways that align to their interests such as growing business development opportunities, conducting interviews to support our hiring process, managing internal initiatives that build our brand or organizing trainings to share what you know with your colleagues. There is no telling what an SEI Consultant will be asked to do on a day-to-day basis – we do what it takes to get the job done.

QUALIFICATIONS

Required-

• Alignment to our core values: Excellence, Participation, Integrity and Collaboration
• Hungry, Humble, Smart
• Demonstrated business and technology acumen
• Strong written and verbal communication skills
• Understanding and experience solving real business problems
• Proven track record of delivering results
• Experience working with and/or leading a team
• Ability to work across industries, roles, functions & technologies
• Authorization for permanent employment in the United States (this position is not eligible for immigration sponsorship)

Preferred-

• Bachelor’s degree
• 8+ years professional experience
• Experience across our service offerings

WHAT WE DO

Our Security, Risk and Compliance consultants work with clients at all levels of the organization, from the C-suite to the shop floor, helping them to deliver on their most strategic initiatives. We’re known for making realistic, data-driven decisions that deliver value in tangible ways to our clients. Our clients ask for us on projects that require a superior combination of technical and business capabilities, people and management skills, and a collaborative mindset. We excel in understanding complex programs and strategic initiatives and breaking them into actionable pieces.

We are actively looking for professionals in the following areas:

• Compliance
• Information Security
• Risk Management
• Data Privacy

The ideal candidate’s experience may include but is not limited to the following:

• Management or participation in Cybersecurity, Information Security, Risk, Compliance and/or Data Privacy Programs or Projects
  • Sample projects/programs could include but are not limited to:
    • Compliance framework mapping and implementation,
    • Regulatory mapping and implementation
    • Audit, risk or regulatory remediation management,
    • Readiness for new laws and regulations,
    • Risk, Compliance or Information Security risk reporting and monitoring
    • Creation of roadmaps to mature or advance Risk, Compliance or Information Security Strategies/Programs/Controls
    • Design and enablement of cyber controls functions and processes
    • Change management related to regulatory adoption or compliance changes
    • Audit or certification readiness
  • Familiarity or direct experience with GRC/Cybersecurity solutions, tools and technologies
  • Control design or maturation for high-demand technical areas such as ERP, Identity and Access Management, Business Continuity and Resiliency, Cloud
  • Knowledge of and/or application of industry specific regulations, laws, and standards such as the EU-GDPR, CCPA/CPRA, HIPAA, PCI
  • Knowledge of and/or application of compliance and security frameworks and standards such as COSO, NIST, ISO
  • Management of regulatory, internal or external audits, or experience as an auditor
  • Projects or roles requiring coordination across lines of defense working with technical, business, compliance, risk and audit teams to deliver solutions
  • Work or projects with military or federal government agencies in Risk, Compliance or Information Security/Cyber Security sectors
  • Certifications: CIPP, CRCM, CRM, ARM, CISSP, CISM

QUALIFICATIONS

Required-

• Alignment to our core values: Excellence, Participation, Integrity, and Collaboration
• Hungry, Humble, Smart
• Demonstrated business and technology acumen
• Strong written and verbal communication skills
• Understanding and experience solving real business problems
• Proven track record of delivering results
• Experience working with and/or leading a team
• Ability to work across industries, roles, functions & technologies
• Authorization for permanent employment in the United States (this position is not eligible for immigration sponsorship)

Preferred-

• Bachelor’s degree
• 8+ years professional experience
• Experience across our service offerings

WHAT WE DO

Our Strategy and Operations consultants work with clients at all levels of the organization, from the C-suite to the shop floor, helping them to deliver on their most strategic initiatives. We’re known for making realistic, data-driven decisions that deliver value in tangible ways to our clients. Our clients ask for us on projects that require a superior combination of technical and business capabilities, people and management skills, and a collaborative mindset. We excel in understanding complex programs and strategic initiatives and breaking them into actionable pieces.

We work across a variety of industries and business functions and provide depth and breadth of experience across a set of core capabilities:

• Strategy and Execution – Leverage quantitative and qualitative insights to inform strategic alignment, develop roadmaps, and define prioritization
• Process Improvement - Work with decision-makers to understand organizational goals, process gaps, and make and implement recommendations
• Operational Transformation - Leverage data-based strategies to define organizational goals, identify performance gaps, advise on closing gaps, predict future demand, and lead transformation initiatives
• Organizational Design – Ensure effective alignment of skills and responsibilities, spans and layers, governance, and communication across an organization
• Mergers and Acquisitions – work with organizations to identify, plan, and lead post M&A integration activities.

We close gaps to create unparalleled opportunities for innovation.  We develop and execute strategic blueprints, facilitate, and lead large-scale transformations, and increase operational effectiveness with an approach centered on agility and collaboration.  Our goal is simple: to position our clients as leaders within their sectors.  

The ideal candidate’s experience may include but is not limited to the following:

• Have experience understanding and solving real business problems
• Have experience with presenting business case and strategy to the C-Suite
• Have experience in conducting assessments in different areas that allow organizations a map of where they are and where they may want to go
• Identifying and addressing root causes of operational and strategic issues in organizational and governance structures.
• Led a process improvement initiative, facilitating Current State and Future State documentation, performing a Gap Analysis and creating a plan to achieve desired Future State vision.
• Been a part of standing up a post merger Integration Management Office and worked leading activities related to 2 organizations coming together

A career at SEI extends well beyond providing great service and thought leadership to our clients. Everyone takes an active role in building and managing our business, in an environment that runs counter to traditional consulting firms. Our consultants have a “seat at the table” and contribute to growing our business in ways that align to their interests such as growing business development opportunities, conducting interviews to support our hiring process, managing internal initiatives that build our brand or organizing trainings to share what you know with your colleagues. There is no telling what an SEI Consultant will be asked to do on a day-to-day basis – we do what it takes to get the job done.

QUALIFICATIONS

Required-

• Alignment to our core values: Excellence, Participation, Integrity, and Collaboration
• Hungry, Humble, Smart
• Demonstrated business and technology acumen
• Strong written and verbal communication skills
• Understanding and experience solving real business problems
• Proven track record of delivering results
• Experience working with and/or leading a team
• Ability to work across industries, roles, functions & technologies
• Authorization for permanent employment in the United States (this position is not eligible for immigration sponsorship)

Preferred-

• Bachelor’s degree
• 8+ years professional experience
• Experience across our service offerings

WHAT WE DO

Our AI and Technology consultants work with clients at all levels of the organization, from the C-suite to the shop floor, helping them to deliver on their most strategic initiatives. We’re known for making realistic, data-driven decisions that deliver value in tangible ways to our clients. Our clients ask for us on projects that require a superior combination of technical and business capabilities, people and management skills, and a collaborative mindset. We excel in understanding complex programs and strategic initiatives and breaking them into actionable pieces.

We are actively looking for professionals in the following areas:

• Agile Transformation
• Cloud and Technology Strategies
• DevOps
• Solution Design
• App Development

The ideal candidate’s experience may include but is not limited to the following:

• Knowledge and experience in one or more Cloud platforms (AWS, Microsoft Azure, Google Cloud, etc.)
• Knowledge and experience in one or more database platforms (i.e. SQL, DB2, Oracle, Postgres, MySQL, NoSQL, etc.)
• Knowledge and experience in multiple software development languages (i.e.  Java, Javascript, C#, C++, Python, etc)
• Knowledge and experience with one or more software frameworks (i.e. .Net, NodeJS, React, Angular. etc.)
• Knowledge and experience with IoT and Edge Computing strategies and concepts   
• Experience collaborating with clients to translate business requirements into technical requirements
• Experience leading and/or contributing at a significant level to project teams in best practices, design principles, and advanced technologies
• Knowledge and experience in both agile and waterfall project management methodologies 
• Experience leading Waterfall to Agile transformation projects of all sizes
• Coaching Agile process and best practices for teams and organizations

A career at SEI extends well beyond providing great service and thought leadership to our clients. Everyone takes an active role in building and managing our business, in an environment that runs counter to traditional consulting firms. Our consultants have a “seat at the table” and contribute to growing our business in ways that align to their interests such as growing business development opportunities, conducting interviews to support our hiring process, managing internal initiatives that build our brand or organizing trainings to share what you know with your colleagues. There is no telling what an SEI Consultant will be asked to do on a day-to-day basis – we do what it takes to get the job done.

QUALIFICATIONS

Required-

• Alignment to our core values: Excellence, Participation, Integrity, and Collaboration
• Hungry, Humble, Smart
• Demonstrated business and technology acumen
• Strong written and verbal communication skills
• Understanding and experience solving real business problems
• Proven track record of delivering results
• Experience working with and/or leading a team
• Ability to work across industries, roles, functions & technologies
• Authorization for permanent employment in the United States (this position is not eligible for immigration sponsorship)

Preferred-

• Bachelor’s degree
• 8+ years professional experience
• Experience across our service offerings