Consultant

• Deliver services and expertise to business and consumer members by phone
• Focus on growing business and empowering members toward self-service options
• Handle ACD queues including 100 Club, Card Inquiry, General Inquiries, Password Resets, Technical Support, Technical Support Internal, Business Services, and Spanish if applicable
• Maximize member contacts as opportunities to create or expand mutually beneficial relationships
• Offer products or services addressing members’ current financial needs
• Maintain current organizational knowledge of products, services, and specialty systems
• Use systems including NCR online banking/mobile banking admin console, CST bill pay, Visa DPS, Zelle, PowerOns, and Temenos
• Communicate process-improvement opportunities and ways to increase call-center efficiency
• Follow organizational security procedures and training while providing remote services
• Support relationship banking service strategy through brand-consistent behaviors and referrable experiences
• Solve problems calmly during stressful interactions
• Complete notes and processes while conversing with members
• Multitask and achieve schedule-adherence targets
• Perform other job-related duties as assigned

Teleservices Consultant

• Facilitate client meetings, client presentations, and internal team meetings
• Independently determine methodologies and approaches for projects
• Lead development of client deliverables, including written documents
• Manage timelines and completion of client deliverables using Excel, PowerPoint, Tableau, and related tools
• Ensure all work products are technically peer reviewed and submitted for consulting review
• Communicate project status updates with junior and senior internal team members
• Act as a resource for support staff
• Support business development activities

Health Care Visualization Consultant

• Develop and execute strategies to promote participant action toward a fully funded retirement
• Deliver key plan metrics, including retirement outlook and increased participant deferral rates
• Develop and manage client relationships with Human Resources, management, and participants
• Conduct group education meetings, workshops, webinars, and enrollment meetings
• Conduct one-on-one retirement planning meetings with client employees
• Use Transamerica products and services to help participants meet retirement objectives
• Provide insight into funds offered under client plans, including fund objectives and performance
• Identify asset retention needs and initiate discussions with participants
• Open and fund solutions as an IAR and/or refer opportunities to the Transamerica Advice Center
• Retain assets in plans and roll plan assets to an IRA under DOL fiduciary advice rules
• Explain product options and make appropriate recommendations
• Support participants with multi-product needs and connect them with product specialists
• Maintain accurate records documenting progress toward goals
• Promote, educate, and enroll participants into Managed Advice
• Provide ongoing financial and planning support to Managed Advice participants
• Support high-value participants who leave their employer and retain assets in the Transamerica plan
• Hold regular meetings with internal partners and company stakeholders
• Participate in projects expanding or enhancing the Retirement Education and Planning Services organization

Retirement Planning Consultant I

• Act as the single point of coordination for relocation services to transferees based on the client’s relocation policy
• Contact relocating employees to review authorized services
• Perform needs assessments and coordinate authorized services
• Manage exceptions and communicate with corporate clients regarding transferee issues, resolutions, policy administration and improvement ideas
• Prepare quarterly, year-to-date, daily or weekly corporate client reports as needed
• Follow up with suppliers to ensure seamless service delivery
• Coordinate origin home sale closings, temporary housing needs and home purchase closings
• Manage caseloads efficiently while maintaining communication with transferring employees
• Complete audits for IRS guideline compliance
• Manage Buyer Value Option (BVO) and Guaranteed Buyout Option (GBO) home sale programs
• Assist employees with home marketing, evaluate offers and manage BVO transactions
• Arrange home appraisals, present guaranteed buyout offers and oversee GBO marketing periods
• Execute company buyouts when necessary
• Manage property inventory and minimize carrying costs
• Manage vendor relationships with real estate agents, appraisers and other suppliers
• Ensure data integrity for each assignment in the Bristol system
• Assist other mobility advisors through team meetings, training, client presentations and general support

Corporate Relocation Consultant

• Coordinate, document, and communicate all aspects of the utilization/benefit management program
• Apply critical thinking, clinical knowledge, evidence-based care, and medical necessity criteria to determine appropriate utilization of services for child and adolescent members
• Consult with internal and external constituents regarding coordination and administration of utilization/benefit management
• Gather clinical information and apply medical necessity criteria, guidelines, policies, procedures, and clinical judgment to render coverage determinations, recommendations, and discharge planning
• Evaluate and facilitate appropriate healthcare services and benefits, including urgent or emergent interventions such as triage/crisis support
• Coordinate and communicate with providers and other parties to facilitate optimal care and treatment
• Identify members who may benefit from care management programs and facilitate referrals
• Identify opportunities to promote quality and effectiveness of healthcare services and benefit utilization
• Perform sedentary work involving periods of sitting, talking, and listening

Utilization Management Clinical Consultant

• Prepare and execute transition plans for new Financial Professionals
• Manage regular touchpoints with transitioning Financial Professionals to instill confidence in the onboarding process and ensure excellent communication
• Closely monitor asset transfers by providing hands-on support and monitoring/resolving NIGOs
• Advocate for transitioning Financial Professionals with other organizational areas to push for resolution, escalate issues, and ensure responsiveness
• Manage cross-organizational projects
• Build effective business relationships with internal departments, Financial Professionals, and external service providers
• Provide guidance and training throughout the transition process to ensure a seamless onboarding experience
• Communicate regularly regarding the status of current transitions
• Expedite the transfer of Financial Professionals’ books of business

Onboarding Consultant

• Become an expert on the company’s online diagnostic and instruction program and Common Core product for grades K–8
• Coordinate on-site product training and professional development courses for teachers and school administrators
• Adjust professional development workshops to fit participant needs within specified parameters
• Deliver professional development on implementing Ready and i-Ready to teachers, coaches, and leaders
• Provide tailored on-site support, including lesson planning and pacing support, data analysis, instructional application, and implementation analysis
• Participate in internal professional improvement and development, including observation, feedback, and coaching
• Track and submit detailed training notes and complete assignments promptly
• Present a professional image to customers and prospects
• Travel across the assigned territory to deliver professional development and coaching

Educational Consultant – Per Diem

• Perform comprehensive analysis of health care, financial, and other detailed data using spreadsheet and database management software, primarily Excel
• Work with client and team project managers to define project scope, timelines, and deliverables
• Develop and propose essential project documents, including budgets and work plans
• Assist in developing reports, spreadsheets, and presentations
• Communicate regularly with clients to review project status and expectations
• Provide expertise and insight to clients and teams to solve potential project problems
• Manage project scope, budget, and timelines
• Work with credentialed actuaries, financial executives, state governments, and internal teams to examine financial reports and Medicaid healthcare experience
• Support efficient use of Medicaid dollars
• Use AI and technology-enabled tools in project work

Government Healthcare Provider Consultant

• Lead discovery to understand customers' sales performance requirements across territory management, planning, incentive compensation, and program enablement
• Design and build accurate, efficient, and scalable solutions across the Sales Performance Management suite
• Configure incentive compensation in Spiff, including tiered and accelerated commission structures, triggers, real-time commission statements, and the Commission Estimator
• Build capacity, quota, and territory plans in Sales Planning
• Design territory models and assignment rules in Enterprise Territory Management
• Implement Salesforce Maps for geographic visualization, account prioritization, route optimization, and territory planning
• Deliver guided seller enablement with Sales Programs, including sales plays, coaching, and program dashboards
• Translate business requirements into well-architected Salesforce solutions and identify gaps between current and desired states
• Serve as the customer's primary delivery contact for workstreams
• Run calls to review information, clarify calculations, validate results, and ensure models calculate correctly
• Lead delivery workstreams end to end across concurrent implementations
• Mentor junior and associate consultants
• Champion best practices and contribute reusable assets, templates, and standards
• Partner with Solution Architects, Technical Architects, and Salesforce product teams
• Support pre-sales discovery sessions, technical deep dives, and proof-of-concept development when needed
• Maintain target billable utilization aligned to the role

Senior Solution Consultant

• Implement the Family Connections model and curriculum with fidelity and follow program and agency policies and procedures
• Complete Family Connections core training and DCS Standards of Practice
• Conduct home visits and maintain an assigned caseload
• Complete individual home visits at least once a week and deliver the Family Connections curriculum
• Prepare for home visits and document each visit within one business day
• Conduct visits at times convenient for families, including evenings and weekends
• Conduct comprehensive family and other required assessments
• Work with DCS Specialists to engage and assess families
• Develop and implement Service Plans with families, including UBSMART goals and supporting interventions
• Maintain case records and data systems
• Contact referred families and conduct an initial home visit within one business day of referral
• Attend required virtual or in-person trainings, conferences, meetings, and community events, including possible out-of-state travel
• Connect families with resources and make referrals to government agencies, community agencies, and program subcontractors
• Follow up with subcontractors regarding progress
• Report suspected child abuse or neglect to the Department of Child Safety
• Complete training in and utilize the Nurturing Parenting Program model
• Conduct intakes and complete Family Nurturing Plans with parents/caregivers
• Conduct at least two hours of weekly in-person parenting sessions and document family interaction and progress
• Schedule and conduct midpoint sessions to evaluate progress toward Nurturing Parenting goals
• Complete case closures and required closure documentation
• Participate in weekly individual and group supervision
• Maintain positive working relationships with colleagues, administration, collaborative partners, and community members
• Promote quality improvement and perform other duties as assigned

Consultant jobs in Arizona