Consultant jobs in Greenville, WI

Our client is a third-party administration and consulting firm specializing in employee stock ownership plans. Our client guides privately held businesses through every stage of their employee stock ownership plan journey from feasibility analysis to long-term sustainability. Location: Appleton, Wisconsin- onsite role Job Description: The Senior Business Consultant drives revenue growth by leveraging consultative sales techniques to identify, engage, and secure new business clients through direct prospecting and developing referral partner relationships with consultants already engaged in accounts that align with our client's ideal customer profile. This role focuses on building trusted relationships with senior decision-makers and referral partners, simplifying complex concepts, and closing deals while providing post-sale support to transition clients to internal specialized resources for implementation and ongoing account management. Responsibilities: Proactively build and maintain Referral Partner Professional relationships with business advisors inside and outside of the employee stock ownership plan industry. dictate potential clients and Referral Partner Professionals on financial, tax, and cultural implications of Employee Ownership. Introduce new service offerings to existing accounts to grow the company's residual revenue stream. Maintain updated account, contact, and opportunity information in CRM. Compensation & Benefits: Base: $90-120k Projected OTE: (On Target Earnings; includes Base, Comm, Bonus, etc.) Year 1 OTE = $120-150k+ at 100% of Ramp-up TVC* Goal Year 2 OTE = $150-200k+ depending on mix of deals closed at 100% of Standard TVC* Goal Variable Commission: Uncapped variable compensation Accelerators for exceeding 100% goals TVC = Total Value Credits Health - employer pays 60% of the employee's monthly premium Dental and vision insurance - employee pays 100% Short and Long term Disability Life & AD&D Insurance Health Savings Account & Flexible Spending Account Company paid holidays Unlimited PTO 401K with 5% company match Mileage reimbursement

Job DescriptionDescription: An HBS Solutions Consultant I (SCI) is involved in the sales process in all aspects of HBS technology solutions and services as it relates to short and long term goals and strategies of our customers. Not only the SCI is there from the beginning, but also, takes ownership of their customer's journey, building long-term client relationships while serving as a strategic technology and business advisor, helping clients reach their short- and long-term organizational goals. This individual will leverage their expertise and the expertise and skills of the HBS team to uncover customer needs, develop customized solutions, and ensure every interaction culminates in exceptional customer satisfaction. This is a role designed for those passionate about leading from the front and making a definitive mark on the business landscape. Roles and Responsibilities/ Essential Functions: Meet or exceed projected sales goals. Quote prices, credit terms and other bid specifications. Analyze the client needs and interests and manage client satisfaction issues. Answer customers' questions about products, prices, availability, product uses, and credit terms. Negotiate prices and terms of sales and service agreements. Maintain customer records, using CRM and other available tools. Visit establishments to evaluate needs and to promote product or service sales. Prepare sales contracts for orders obtained and submit orders for processing. Verify that materials lists are accurate and that delivery schedules meet project deadlines. Consult with engineers regarding technical problems. Accurately forecast new business as it is being developed and closed. Identify prospective customers by using business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences. Collaborate with colleagues to exchange information such as selling strategies and marketing information. Demonstrate and explain the operation and use of technical products to clients through telephone and in-person calls and presentations. Promote company ability, reputation, products, systems, new techniques and other specialized technical knowledge throughout the particular industry. Attend sales meetings and read related publications in order to keep current on products applications, technical service, market conditions, competitive activities, advertising, and promotional trends. Initiate sales campaigns and follow marketing plan guidelines in order to meet sales and production expectations. Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific products and services. Study information about new products so that equipment and supplies can be accurately depicted and proper recommendations made. Compute customer's installation or production costs, and estimate savings from new services, products, or equipment. Requirements: Competencies: Accountability - Ability to accept responsibility and account for his/her actions. Ambition - The drive to achieve personal advancement. Customer Oriented - Ability to take care of the customers' needs while following company policy. Decision Making - Ability to make critical decisions while following company procedures. Goal Oriented - Ability to focus on a goal and obtain a pre-determined result. Motivation - Ability to inspire oneself and others to reach a goal and perform to the best of their ability. Presentation Skills - Ability to effectively present information publicly. Relationship Building - Ability to effectively build relationships with customers and co-workers. Required Experience: 2 - 5 years of related sales experience Preferred Experience: Mentor or leadership experience Required Skills, Education and/ or Certifications: Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) High School Diploma or equivalent Preferred Skills, Education and/ or Certifications: Bachelor's Degree Equal Opportunity Employer - Including Disabled and Veterans #HBS

BUILD A BETTER CAREER WITH MSC Serving customers and our community starts with the best people doing their best work. That is precisely what we have created at MSC Industrial Supply Co. We are a leading North American distributor of metalworking and maintenance, repair, and operations (MRO), products and services. We offer more than 2 million products and have over 80 years of experience across dozens of industries. We aim to execute our Built to Make You Better brand promise for all our stakeholders, including our associates. Requisition ID :19577 Employment Type :Full Time Job Category :Vending Management Work Location :Appleton, WI BRIEF POSITION SUMMARY: Through strong interpersonal skills and with limited supervision, the Inventory Management Solution Consultant's (IMSC) primary role is enabling explosive revenue growth through solution opportunity management. This includes solution discovery, recommendations, signings support and installation oversight. This can include supporting Customer Needs Analysis (B/CNA) agreements and/or complex sales support involving customer C-Suite personnel. DUTIES and RESPONSIBILITIES: * Enables explosive sales growth by properly managing new solution opportunities is the ultimate IMSC's responsibility beginning with comprehensive customer discovery through installation oversight. * Proficient with all MSC/Class C inventory management solutions including but not limited to vending, VMI, VMI Inclusion, Crib Software, CMI, etc. * Partners with key stakeholders to ensure customer needs are met through data collection, solutions discovery and building customer relationships to enable explosive sales growth. * Conducts detailed discovery on customer needs, including, but not limited to data collection, process improvement, price concerns and cost savings that result in increased signings and expedited installation timelines. * Continuously works to shorten discovery and recommendation processes (without sacrificing quality) to expedite timelines and speed overall implementations. * Ensures recommended solutions address specific customer needs * Provides financial assumptions that supports the recommended solution. * Working with sales partners, focus on obtaining signed agreements in a timely manner. * Drives proficiencies in these additional areas: * Installations - on occasion will be required to support actual solution installations * Break Fix (onsite service) * Post Install Support * Supply Chain Optimization * Cancellation support * Utilizing key tools, technology and related PPE, responsible for required for a safe work environment * Adheres to service level agreements to consistently deliver best-in-class results * Mentors others on Solutions based programs and systems * Follows all required Salesforce protocols for project and time management * Provides feedback to management for continuous process improvement * Represents MSC Solutions at branch meetings and foster partnerships with sales associates * Supports designated team goals and objectives * Follows all MSC policies and procedures documented in the associate handbook. * Participates in special projects and performs additional duties as required. Fosters the MSC Culture in the department and throughout the company to ensure unity of purpose and fulfillment of MSC's mission. EDUCATION and EXPERIENCE: OTHER REQUIREMENTS: * Bachelor's Degree in Business or the equivalent experience is required * Minimum three years supporting value-added customer solutions / inventory management programs is required * Experience troubleshooting hardware and/or software preferred * Knowledge of MSC-like product lines/services & MSC related experience is required * Driver of execution, ability to work through complex situations * Excellent verbal and written communication skills required * Excellent interpersonal skills required * Organizational & time management skills required * Problem solving, and situational adaptability skills required * Computer literacy & proficiency in word processing, spreadsheet & presentation software required. * Electro/Mechanical aptitude preferred * Database Software and SQL preferred * A valid driver's license & the ability to travel 75% including overnight is required. * Must possess basic knowledge and use of hand and power tools * Able to perform physical activities such as lifting to approximately 50 lbs * Ability to work in various types of industrial environments * Must adhere to customer specific requirements such as wearing hardhats, safety glasses, steel toe shoes, etc. * This position may require access to International Traffic in Arms Regulations Information ("ITAR") and/or Controlled Unclassified Information ("CUI"). Compensation starting at $65,000 - $75,000 depending on candidate location and experience. The salary range represented is based on similar roles in comparable industries, and the cost of labor in respective cities. Actual compensation is based on the candidate's relevant experience, education requirements and peer pay equity. The Company reserves the right to modify the range as market conditions change. Applicants must be currently authorized to work in the United States. We are unable to sponsor or take over sponsorship of an employment Visa for this position at this time. This job posting will remain open for a minimum of 7 business days from the original posting date or longer as needed to fill the position. WHY MSC? People. Collaboration. Insight. That's how you build something that works. Built on a foundation of trust, MSC works side by side with our customers to help them drive business results. With more than one million product offerings and 80+ years of experience across industries, MSC strives to help our customers achieve greater productivity, profitability, and growth through inventory management and other innovative supply chain solutions. We care about our associates and have programs in place to help our 6,500+ team members achieve their potential. OUR COMMITMENT TO YOU Our associates are our top priority and investing in their well-being is one way we execute our Built to Make You Better brand promise. Alongside competitive pay, we have a comprehensive benefits program to support you and your family's health, well-being and financial future. We offer dynamic healthcare plans, generous 401K and stock purchasing programs, tuition reimbursement opportunities, and paid time away for holidays, vacations, and illness. Visit our page for a better look at our extensive benefits: Your Future Benefits. You will also have the opportunity to join our Associate Inclusion Circles: Women, Pride, Black, Generational, Veterans, HOLA, and Able. These circles are open to all associates and are designed to promote awareness, collaboration, and respect. EQUAL EMPLOYMENT OPPORTUNITY STATEMENT At MSC, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all qualified applicants and our associates without regard to race, color, religion, age, sex, national origin, disability, protected veteran status, sexual orientation or any category protected by applicable law. Accommodation requests can be made at any stage of the recruitment process; applicants are asked to make their needs/requirements known.

Your career at Deutsche Börse Group Your area of work: FundsDLT, part of the Deutsche Börse Group and Clearstream Fund Services, is revolutionizing the fund industry through innovative blockchain technology. Our cutting-edge platform, powered by Distributed Ledger Technology (DLT) and Azure Cloud, is transforming how fund services are delivered. We're seeking a motivated Transfer Agent Business Analyst to join our dynamic team. In this role, you'll bridge the gap between Transfer Agent business needs and technical solutions, focusing on fund services, particularly in TA or Distribution platforms. This position is open to candidates with solid business analysis skills and a strong technical appetite, even if not highly senior. Your responsibilities: * Collaborate with stakeholders to gather and analyze requirements * Translate business needs into clear technical specifications * Create and manage user stories, process flows, and prototypes * Participate in Agile ceremonies and contribute to continuous improvement * Work closely with product owners to maximize business value * Ensure effective communication between technical and business teams * Support solution design and testing of new functionalities * Monitor and report on project changes and progress * Analyze and test new connectivity solutions (SWIFT, SFTP, etc.) * Provide functional expertise on TA applications (Multi-funds TA and related systems) * Prepare documentation to support process evolution and production rollout * Assist with onboarding activities and training sessions for stakeholders Your profile: * Bachelor's/Master's degree in Finance, Management, Engineering, or related field * 2+ years of experience in business analysis within fund distribution or TA * Knowledge of TA activities and Fund Distribution * Knowledge of alternative funds (REPE, Hedge...) is an advantage * Familiarity with Agile methodologies * Experience with requirement gathering techniques and documentation * Process flow analysis and data modelling capabilities * Ability to organize and deliver documentation and training * Strong analytical and problem-solving skills * Excellent communication skills in English and French * Technical curiosity and willingness to learn (e.g., APIs, connectivity protocols, database queries) * Proficiency in creating technical documentation * Understanding of connectivity standards: SWIFT, SFTP, FIX, NSCC

🌟 Now Hiring: IRIS Consultant 📍 Milwaukee, WI (Hybrid Role) 🕗 Full-Time | 40 hrs/week | 8 AM - 5 PM 🚗 Travel Required (30-50%) 💼 Benefit Eligible Are you passionate about empowering others to live independently and direct their own care? Join Lutheran Social Services of Wisconsin and Upper Michigan as an IRIS Consultant and help individuals shape meaningful lives through the IRIS Program ( Include, Respect, I Self-Direct ). 💙 As part of our ICA Team, you'll work in a social services capacity to support participants in maintaining autonomy, ensuring health and safety, and navigating long-term care services. This role will be based out of the Appleton/Green Bay area, and will also travel into surrounding areas. 🧠What You'll Do 🤝 Build trusting relationships with participants 📝 Assist in developing IRIS Support and Services Plans 📞 Maintain monthly contact and quarterly visits 🧠Help participants understand and maintain IRIS eligibility 🧑 🤝 🧑 Connect with local agencies and ADRCs to expand service options 📋 Document all contacts and visits in required systems within 2 business days 🧪 May conduct annual Long-Term Care Functional Screens 💡 Work independently while collaborating with a supportive ICA team 🎁 Perks & Benefits 🎓 Public Service Loan Forgiveness (PSLF) eligibility + support navigating PSLF 🏥 Medical, Dental & Vision Insurance 💳 Flex Spending (Health & Dependent Care) 🚙 Mileage Reimbursement 🏖️ Paid Time Off + 10 Paid Holidays 💰 403B Retirement Contribution 📈 Annual Raises 🧘 Calm Wellness App - Premium Access 💸 Early Earned Wage Access (UKG Wallet) 🧑 ⚕️ Employee Assistance Program 🏠Service Awards & Recognition 📚 Qualifications 🎓 Bachelor's degree in social work, psychology, human services, or related field OR 4+ years of direct experience in social services with seniors or individuals with disabilities OR Current IRIS Consultant in good standing with DHS exemption 🌍 Bilingual in Spanish, Hmong, or other languages is a plus! 💪 Strong commitment to participant autonomy and meaningful living 💻 Comfortable with smartphones, tablets, and computer systems 🧠Knowledge of human behavior, social interaction, and community resources 🤝 Willingness to serve diverse populations with respect and empathy 🚘 Requirements Valid driver's license & reliable transportation Satisfactory driving record per LSS Driver Safety Procedure Ability to meet LSS auto insurance requirements ✨ Ready to make a difference? Apply today and help individuals lead empowered, self-directed lives through the IRIS Program! LSS is an Equal Opportunity Employer (EOE).

Job DescriptionDescription: The Plan Consultant is a key compliance and technical resource responsible for administering and supporting employer-sponsored retirement plans. Training is provided to acquire expertise in plan testing, contribution calculations, and government filings. The Plan Consultant collaborates with internal teams and clients to ensure retirement plans are operated in full compliance with IRS, DOL and ERISA regulations. PLAN CONSULTANT I Key Responsibilities Compliance & Testing · Monitor deadlines and compliance obligations for assigned book of business. · Prepare and perform all annual nondiscrimination and compliance testing including: o ADP/ACP o Top Heavy o 410(b) o 401(a)(4) o Other testing as required by plan design · Calculate employer contributions (Match, pro-rata, integrated, New Comparability). · Prepare contribution summaries and projections. · Perform self-employed income calculations. · Identify and resolve late deposits and missed deferral obligations. · Calculate missed deferral corrections and support corrective filings when needed. Data Management and Reconciliation · Review and upload incoming census data for completeness and accuracy. · Reconcile participant contribution discrepancies. · Reconcile recordkeeper statements. · Import recordkeeper transactions into compliance software. Annual Reporting & Government Filings · Prepare government filings including: o Form 5500 (EZ, SF and large plan with applicable schedules) o Form 5558 extensions o Form 5330 o Form 8955-SSA Support · Provide technical and compliance support to internal teams and, as needed, to clients. · Collaborate with actuaries and other departments to address technical issues impacting plan administration. PLAN CONSULTANT II Key Responsibilities Compliance & Testing · Monitor deadlines and compliance obligations for assigned book of business. · Prepare and perform all annual nondiscrimination and compliance testing including: o ADP/ACP o Top Heavy o 410(b) o 401(a)(4) o Other testing as required by plan design · Calculate employer contributions (Match, pro-rata, integrated, New Comparability). · Prepare contribution summaries and projections. · Perform self-employed income calculations. · Identify and resolve late deposits and missed deferral obligations. · Calculate missed deferral corrections and support corrective filings when needed. Data Management and Reconciliation · Review and upload incoming census data for completeness and accuracy. · Reconcile participant contribution discrepancies. · Reconcile recordkeeper and brokerage asset statements. · Import recordkeeper transactions into compliance software. · Review work by team members to ensure consistency and accuracy. Annual Reporting & Government Filings · Prepare government filings including: o Form 5500 (EZ, SF and large plan with applicable schedules) o Form 5558 extensions o Form 5330 o Form 8955-SSA · Support IRS and DOL audits, correspondence, and communication needs. Support · Provide technical and compliance support to internal teams and, as needed, directly to clients. · Participate in consultation calls related to compliance matters, audits or corrections. · Research and resolve advance plan design and regulatory questions escalated by Relationship Manager or internal stakeholders. · Collaborate with actuaries and other departments to address technical issues impacting plan administration. Leadership · Serve as a key resource for questions, coaching, and training for the junior Plan Consultants. · May serve as back up to the team lead during their absence, assisting with day-to-day decisions and continuity of operations. · Attend internal meetings with other functional roles across the organization and actively participate in firm initiatives. Requirements: PLAN CONSULTANT I · Minimum of 0-3 years of experience in qualified retirement plan administration and compliance. · Strong analytical and mathematical skills. · Excellent written and verbal communication skills. · Knowledge of ERISA regulations is a plus. · Meticulous attention to detail and accuracy. PLAN CONSULTANT II · Minimum of 3+ years of experience in qualified retirement plan administration and compliance. · In-depth knowledge of IRS, DOL and ERISA regulations. · High proficiency in compliance software such as FTW. · Strong analytical and mathematical skills. · Excellent written and verbal communication skills. · Meticulous attention to detail and accuracy.

Why Ryan? Hybrid Work Options Award-Winning Culture Generous Personal Time Off (PTO) Benefits 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement Benefits Eligibility Effective Day One 401K with Employer Match Tuition Reimbursement After One Year of Service Fertility Assistance Program Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service Ryan is expanding the International Income Tax Consulting practice throughout the U.S. We have a preference for east coast talent but will consider candidates anywhere in the U.S. The ideal candidate will possess technical knowledge of international income tax and the desire to provide international income tax consulting services to corporate clients. The level (Senior Consultant or Consultant) will vary based on experience. If this is you or someone you know, we would like to speak with you. Please submit your resume or contact us directly if you want to learn more. Contact: ************************ or ******************** Ryan is an award-winning firm with an amazing corporate culture. We are truly a Great Place to Work! Come be a part of the excitement at Ryan! More about the role: The International Income Tax Senior Consultant or Consultant is responsible for preparation and review of international tax planning documents and presentations, researching tax issues, responding to client requests, reviewing certain international tax compliance, and other special tax projects. This includes performing and supervising such tasks as researching tax law, documenting planning ideas, and completing detailed models and calculations. This is a unique opportunity to be exposed to many different areas of international income tax and gain experience in both compliance and consulting. Duties and Responsibilities, as they align to Ryan's Key Results People: Create a positive team experience. Assists Manager in developing project work plans and scheduling associated project deliverables. Supervises the preparation of international tax forms and other compliance projects. Client: Assists Manager in preparing client presentations for proposals, planning strategies, and ideas. Responds to client requests and corresponds with clients to meet deliverables. Travels to client locations to review, gather, and copy tax returns, financial statements, work papers, tax studies, and other documentation to use in compliance and consulting services. Value: Prepares detailed models and spreadsheets to reflect proposed tax planning and expected costs and benefits. Demonstrates ability to understand the Internal Revenue Code and Regulations for various tax issues; training provided. Performs Internet research and technical writing to support tax positions. Works with Transfer Pricing colleagues on all aspects of Transfer Pricing reports. Prepares and reviews memoranda, and processes documentation and relevant reports for management's review. Performs other duties as assigned. Education and Experience: Bachelor's degree or Master's degree in Tax, Accounting, Economics or Finance or JD and two to four years tax-related experience. Must have excellent organization and time management skills, strong communication skills, and willingness to learn and be a team player. Computer Skills: To perform this job successfully, an individual must have beginner's to intermediate knowledge of Microsoft Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research. Ryan used Workday and Salesforce. Certificates and Licenses: Valid driver's license required. Supervisory Responsibilities: Requires limited supervisory responsibilities, including training peers and checking work for accuracy and completeness. Work Environment: Standard indoor working environment. Occasional long periods of sitting while working at computer. Occasional long periods of standing while copying. Position requires regular interaction with employees and clients both in person and via e-mail and telephone. Independent travel requirement: 30 to 40%. Equal Opportunity Employer: disability/veteran

About Banyan: Banyan Software provides the best permanent home for successful enterprise software companies, their employees, and customers. We are on a mission to acquire, build and grow great enterprise software businesses all over the world that have dominant positions in niche vertical markets. In recent years, Banyan was named the #1 fastest-growing private software company in the US on the Inc. 5000 and amongst the top 10 fastest-growing companies by the Deloitte Technology Fast 500. Founded in 2016 with a permanent capital base setup to preserve the legacy of founders, Banyan focuses on a buy and hold for life strategy for growing software companies that serve specialized vertical markets. About The Lake Companies: Founded in 1983, The Lake Companies, Inc. provides solutions to discrete manufacturers in Wisconsin, Minnesota, and Upper Michigan. As a certified Channel Partner of Infor Global Solutions, The Lake Companies, Inc. is committed to building ongoing relationships with our customers to help them improve performance within their organizations, maximize profits, and become more responsive to their customers. The Lake Companies, Inc. firmly believes in leveraging innovation and technology to give your company the competitive advantage it needs to grow in the ever-changing business world. Job Profile: Are you a skilled developer with Microsoft T-SQL and C# experience? We're seeking a talented Contractor to join our team and drive the conversion of T-SQL to C# within Infor Syteline (CloudSuite Industrial) ERP. This exciting opportunity involves collaborating with internal technical teams, while contributing to our rapidly advancing cloud initiative. Whether you're working remotely or in a hybrid setting, this 6 to 8 month contract comes with the potential for renewal. Responsibilities: As a Technical Consultant, you will: Design and thoroughly document code conversion. Collaborate closely with technical teams to deliver high-quality C# solutions. Provide support and training to other technical team members. Troubleshoot and resolve technical issues, ensuring smooth transitions during the conversion process. Qualifications for Success: The ideal candidate will possess: A solid track record with 4 years of experience in C# and VB.net development. Proven expertise with 4 years of experience in MS T-SQL. Hands-on experience working with SQL connections and objects in VB.net/C#. A post-secondary diploma or degree in Computer Science or a related field (or equivalent experience). Excellent communication skills to effectively convey complex technical concepts. Strong problem solving and troubleshooting skills to tackle challenges head-on. If you are ready to engage in this exciting project, contribute to cutting-edge cloud development, and showcase your development expertise, we invite you to apply. Join us in shaping the future of The Lake Companies! The Lake Companies encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

We specialize in Staffing, Consulting, Software Development, and Training along with IT services to small to medium size companies. AG's primary objective is to help companies maximize their IT resources and meet the ever-changing IT needs and challenges. In addition, AG offers enterprise resource planning and enterprise application integration, supply-chain management, e-commerce solutions, and B2B public exchanges and B2B process integration solutions. Our company provides application analysis, design, development and programming, software engineering, systems development, testing, integration, and implementation, and management consulting services to various clients - including governmental agencies and private companies - throughout the United States and India. We provide these services in multiple computing environments and use technologies such as client/server architecture, object-oriented programming languages and tools, distributed database management systems, state-of-the-art networking, and communications infrastructures. Our honest and realistic approach to recruiting dictates that AG does not entice or lure engineers from their employers. We represent only high caliber technical professionals who have committed to making a change required by career. Job Description Mandatory Technical / Functional Skills Minimum 6+ Years of experience in Dot Net Programming Hands on experience in asp.net, Vb.net Strong knowledge of Active Directory and LDAP Good Knowledge about Excel & Power Shell scripting Should have knowledge about Incident Management process Roles and responsibility Responsible for overall application design and coding for Dot Net Applications Lead Dot Net Programmers Team Guide onshore and offshore Dot Net Developers to ensure standards are met Work with the application development teams throughout the development life cycle Stay current with emerging industry trends Ability to take initiative and ownership on tasks Good written and oral communication Explain complex design items through documents and white-board sessions Desirable Technical / Functional Skills Work with different teams -and the team of programmers to review and redesign Dot Net applications with complete considerations on Infrastructure capability, performance, supportability to achieve end user business results. Additional Information GOOD COMMUNICATION SKILLS DURATION: 12+ months VISA COPY MANDATORY

Now Hiring: IRIS Consultant Milwaukee, WI (Hybrid Role) Full-Time | 40 hrs/week | 8 AM - 5 PM Travel Required (30-50%) Benefit Eligible Are you passionate about empowering others to live independently and direct their own care? Join Lutheran Social Services of Wisconsin and Upper Michigan as an IRIS Consultant and help individuals shape meaningful lives through the IRIS Program (Include, Respect, I Self-Direct). As part of our ICA Team, you'll work in a social services capacity to support participants in maintaining autonomy, ensuring health and safety, and navigating long-term care services. This role will be based out of the Appleton/Green Bay area, and will also travel into surrounding areas. What You'll Do * Build trusting relationships with participants * Assist in developing IRIS Support and Services Plans * Maintain monthly contact and quarterly visits * Help participants understand and maintain IRIS eligibility * Connect with local agencies and ADRCs to expand service options * Document all contacts and visits in required systems within 2 business days * May conduct annual Long-Term Care Functional Screens * Work independently while collaborating with a supportive ICA team Perks & Benefits * Public Service Loan Forgiveness (PSLF) eligibility + support navigating PSLF * Medical, Dental & Vision Insurance * Flex Spending (Health & Dependent Care) * Mileage Reimbursement * ️ Paid Time Off + 10 Paid Holidays * 403B Retirement Contribution * Annual Raises * Calm Wellness App - Premium Access * Early Earned Wage Access (UKG Wallet) * ️ Employee Assistance Program * Service Awards & Recognition Qualifications * Bachelor's degree in social work, psychology, human services, or related field OR 4+ years of direct experience in social services with seniors or individuals with disabilities OR Current IRIS Consultant in good standing with DHS exemption * Bilingual in Spanish, Hmong, or other languages is a plus! * Strong commitment to participant autonomy and meaningful living * Comfortable with smartphones, tablets, and computer systems * Knowledge of human behavior, social interaction, and community resources * Willingness to serve diverse populations with respect and empathy Requirements * Valid driver's license & reliable transportation * Satisfactory driving record per LSS Driver Safety Procedure * Ability to meet LSS auto insurance requirements Ready to make a difference? Apply today and help individuals lead empowered, self-directed lives through the IRIS Program! LSS is an Equal Opportunity Employer (EOE).

Express Lube Service Consultant Bergstrom Hyundai of Green Bay At Bergstrom Automotive, we're proud to be Wisconsin's largest dealership, setting the standard for exceptional guest experiences. Our team is driven by innovation, integrity, and a dedication to fostering growth and success for our team members. If you're passionate about delivering outstanding service and growing your career, Bergstrom is the place for you! What You'll Do Greet guests promptly and warmly upon arrival. Review guests' maintenance needs and clearly explain recommended services. Prepare repair orders with accuracy and attention to detail. Communicate effectively with the service technicians to ensure timely service completion. Monitor the status of vehicles and keep guests informed throughout the process. Ensure an outstanding guest experience by addressing any questions or concerns. Maintain a clean and organized workspace to reflect Bergstrom's standards of excellence. Schedule: Monday-Friday 8:00 am to 6:00 pm Annual pay averaging $45,000+ year based on $16.00/hour plus a monthly performance based bonuses. What We're Looking For Passion for providing exceptional guest service. Excellent communication and interpersonal skills. Ability to multitask and stay organized in a fast-paced environment. Knowledge of automotive maintenance is a plus but not required; training is provided. Valid driver's license and a clean driving record.

Job Description A Career Where Sales Meet Skilled Work If you love closing deals and building relationships, but also don't mind rolling up your sleeves, this role is built for you. At A1 Garage Door, our Sales & Service Consultants combine consultative sales with hands-on mechanical work. You'll meet homeowners who already need service, win their trust, recommend the right solution, close the sale-and then perform the repair yourself. No garage door experience? We'll train you in every mechanical skill you need to succeed. What Makes This Role Different 💰 Uncapped commissions: First-year earnings typically $90K-$150K+. 🏆 Your performance drives your paycheck-top performers routinely hit six figures. 🚐 Company vehicle (wrapped) + gas card-your mobile office. 🧰 All tools provided. 🏥 Medical, dental, vision & 401k. 🏖 Paid time off + weekly pay. 🎓 6 week paid training program. (2 weeks are in market, and 4 weeks at our Phoenix, AZ Training Academy. Flights & lodging covered). 🎉 One thousand dollar bonus when you graduate and launch in your market. What You'll Actually Do This is a sales role first, but you'll also get your hands dirty. Every day you will: Sell Meet homeowners on scheduled service calls. Build trust quickly, explain options clearly, and close repair or upgrade sales. Repair Replace springs, rollers, motors and other door components. Install keypads, run wiring, and adjust equipment for proper function. Lubricate and test equipment to ensure smooth operation. Use basic hand and power tools to complete the work you sell. Serve Deliver an outstanding customer experience that earns repeat and referral business. Collect payments and document each job. Who Thrives Here Sales pros from industries like auto, RV, solar, roofing, real estate, or hospitality-anywhere your income depended on performance. Relationship builders who love helping people and can explain technical info simply. Hands-on doers who enjoy working with tools and aren't afraid of physical work. Weather-ready professionals who can handle hot or cold garages. Competitive, self-motivated individuals hungry for a six-figure + career. What We Require Valid driver's license (3+ years driving record) Ability to lift 75 lbs., bend, climb, kneel, and work in varying temperatures. Criminal background check and drug test (THC excluded). Basic comfort with navigation apps, Google tools, tablets, and software. Reading and basic math skills for measurements and payments. Minimum of 1 year in consultative sales Not the Right Fit If… ❌ You want a M-F, 9-5 desk job. We operate 7 days a week. ❌You're the pushy type. Our next customer may be your mom. ❌ You're uncomfortable interacting directly with customers. ❌ You dislike physical, hands-on work 🚀 If you're a sales-minded professional ready to pair consultative selling with mechanical know-how and earn six figures while doing it-apply today and start your career with A1 Garage Door Service! #INDA1 Benefits and other cool stuff: · Medical, dental, vision, 401K · Paid Time Off · Weekly Pay · Internal Promotion opportunities · Company swag (Please note: benefits are not available for part time, temporary or contract roles) A1 Garage Door (and affiliate companies) provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities. Compensation Range: $90K - $150K

Job DescriptionDescription: The Associate Consultant (ASC) - Microsoft Sales position provides a unique opportunity to focus on and grow HBS's strategic relationship and brand within Microsoft by focusing on the joint value proposition of the partner alliance. A successful ASC on HBS's Microsoft Sales Team will work closely with the Associate General Manager to drive new business with current customers and prospect new customers. This individual will assist - and in many cases lead - the sales process by aligning our Microsoft technology solutions, building long-term relationships, and serving as a strategic advisor to help customers achieve their business goals. This role is for those eager to learn, shape the business, adapt within a fast-paced high-volume work environment, and embrace exciting challenges that come with the ever-changing technology landscape within Microsoft. Roles and Responsibilities/ Essential Functions: Drive growth in existing customer base by identifying opportunities to introduce additional HBS and Microsoft solutions and services, thereby enhancing HBS's partnership value and customer satisfaction. Identify customer prospects through Microsoft Co-selling, client referrals, association and industry group participation, and conference/tradeshow attendance. Co-sell with Microsoft by conducting Rhythm of Business (ROB) meetings with sellers, bringing them into established accounts, and selling HBS into their customer base. Provide sales support by assisting other HBS Solutions Consultants with selling our Applications (HBS's Microsoft-focused service delivery team) services within their customer base. Be an expert on Microsoft technologies and products by obtaining certifications (ex. MS-900, AZ-900, SC-900, etc.), engaging in Microsoft's sales meetings, attending conferences, and reading relevant publications on product applications and market trends. Understand Microsoft's partner sales motions, financial incentives, and go-to market strategies to enrich the sales process within HBS. Serve as the central coordinator between internal teams and Microsoft to meet partnership goals and drive revenue growth. Support the HBS technical teams with Microsoft customer references, association of Claiming Partner of Record (CPOR) and Partner Admin Link (PAL), and Microsoft Marketplace offers that align with the fiscal years' solution plays and priorities. Address customer inquiries on products, services, pricing, availability, uses, and credit terms with expert precision. Craft compelling proposals covering prices, funding details, and solution design specifics. Conduct onsite visits, when applicable, to engage with customers to better understand their business needs and build strong partner relationships. Utilize CRM and Microsoft Partner Center to maintain meticulous customer opportunities and referrals to display the full visibility into the business HBS is driving for Microsoft and HBS leadership. Forecast sales opportunities accurately as they initiate, develop and close following the Microsoft Customer Engagement Methodology (MCEM). Collaborate with internal stakeholders to ensure the proper allocation and utilization of engineering resources to drive revenue growth to obtain HBS's key metrics and KPIs within Application and other engineering teams. Invest in team members' growth and development by exchanging valuable insights and successful selling strategies that drive results. Demonstrate technical solutions and services by articulating HBS's business value portfolio to clients via calls and presentations with clarity and excitement. Champion our company's capabilities, reputation, products, systems, services, and cutting-edge techniques across multiple industries nationwide. Execute integrated sales and marketing campaigns to achieve sales goals. Meet or exceed sales targets by leveraging dynamic sales strategies (>$300,000). Requirements: Competencies: Accountability - Ability to accept responsibility and account for his/her actions. Ambition - The drive to achieve personal advancement. Customer Oriented - Ability to take care of the customers' needs while following company policy. Decision Making - Ability to make critical decisions while following company procedures. Goal Oriented - Ability to focus on a goal and obtain a pre-determined result. Motivation - Ability to inspire oneself and others to reach a goal and perform to the best of their ability. Presentation Skills - Ability to effectively present information publicly. Relationship Building - Ability to effectively build relationships with customers and co-workers Required Experience: Proven track record in outside or inside sales, particularly in technology or consulting services At least one (1) year of experience with Microsoft solutions and products Preferred Experience: Two years or more of related sales experience Required Skills, Education and/ or Certifications: High School Diploma or equivalent Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) Strong ability to build and maintain relationships with customers and partners Preferred Skills, Education and/ or Certifications: Co-selling with Microsoft Bachelor's Degree (four-year college or university) Deep understanding of Microsoft technologies and solutions Microsoft Certifications: AZ-900, AI-900, SC-900, MS-900 Equal Opportunity Employer - Including Disabled and Veterans #HBS

**BUILD A BETTER CAREER WITH MSC** Serving customers and our community starts with the best people doing their best work. That is precisely what we have created at MSC Industrial Supply Co. We are a leading North American distributor of metalworking and maintenance, repair, and operations (MRO), products and services. We offer more than 2 million products and have over 80 years of experience across dozens of industries. We aim to execute our Built to Make You Better brand promise for all our stakeholders, including our associates. **Requisition ID :** 19577 **Employment Type :** Full Time **Job Category :** Vending Management **Work Location :** Appleton, WI - BRIEF POSITION SUMMARY: Through strong interpersonal skills and with limited supervision, the Inventory Management Solution Consultant's (IMSC) primary role is enabling explosive revenue growth through solution opportunity management. This includes solution discovery, recommendations, signings support and installation oversight. This can include supporting Customer Needs Analysis (B/CNA) agreements and/or complex sales support involving customer C-Suite personnel. - DUTIES and RESPONSIBILITIES: + Enables explosive sales growth by properly managing new solution opportunities is the ultimate IMSC's responsibility beginning with comprehensive customer discovery through installation oversight. + Proficient with all MSC/Class C inventory management solutions including but not limited to vending, VMI, VMI Inclusion, Crib Software, CMI, etc. + Partners with key stakeholders to ensure customer needs are met through data collection, solutions discovery and building customer relationships to enable explosive sales growth. + Conducts detailed discovery on customer needs, including, but not limited to data collection, process improvement, price concerns and cost savings that result in increased signings and expedited installation timelines. + Continuously works to shorten discovery and recommendation processes (without sacrificing quality) to expedite timelines and speed overall implementations. + Ensures recommended solutions address specific customer needs + Provides financial assumptions that supports the recommended solution. + Working with sales partners, focus on obtaining signed agreements in a timely manner. + Drives proficiencies in these additional areas: + Installations on occasion will be required to support actual solution installations + Break Fix (onsite service) + Post Install Support + Supply Chain Optimization + Cancellation support + Utilizing key tools, technology and related PPE, responsible for required for a safe work environment + Adheres to service level agreements to consistently deliver best-in-class results + Mentors others on Solutions based programs and systems + Follows all required Salesforce protocols for project and time management + Provides feedback to management for continuous process improvement + Represents MSC Solutions at branch meetings and foster partnerships with sales associates + Supports designated team goals and objectives + Follows all MSC policies and procedures documented in the associate handbook. + Participates in special projects and performs additional duties as required. Fosters the MSC Culture in the department and throughout the company to ensure unity of purpose and fulfillment of MSC's mission. - EDUCATION and EXPERIENCE: OTHER REQUIREMENTS: + Bachelor's Degree in Business or the equivalent experience is required + Minimum three years supporting value-added customer solutions / inventory management programs is required + Experience troubleshooting hardware and/or software preferred + Knowledge of MSC-like product lines/services & MSC related experience is required + Driver of execution, ability to work through complex situations + Excellent verbal and written communication skills required + Excellent interpersonal skills required + Organizational & time management skills required + Problem solving, and situational adaptability skills required + Computer literacy & proficiency in word processing, spreadsheet & presentation software required. + Electro/Mechanical aptitude preferred + Database Software and SQL preferred + A valid driver's license & the ability to travel 75% including overnight is required. + Must possess basic knowledge and use of hand and power tools + Able to perform physical activities such as lifting to approximately 50 lbs + Ability to work in various types of industrial environments + Must adhere to customer specific requirements such as wearing hardhats, safety glasses, steel toe shoes, etc. + This position may require access to International Traffic in Arms Regulations Information ( ITAR ) and/or Controlled Unclassified Information ( CUI ).- Compensation starting at $65,000 - $75,000-depending on candidate location and experience. The salary range represented is based on similar roles in comparable industries, and the cost of labor in respective cities. Actual compensation is based on the candidate's relevant experience, education requirements and peer pay equity. The Company reserves the right to modify the range as market conditions change. Applicants must be currently authorized to work in the United States. We are unable to sponsor or take over sponsorship of an employment Visa for this position at this time. This job posting will remain open for a minimum of 7 business days from the original posting date or longer as needed to fill the position. **WHY MSC?** People. Collaboration. Insight. That's how you build something that works. Built on a foundation of trust, MSC works side by side with our customers to help them drive business results. With more than one million product offerings and 80+ years of experience across industries, MSC strives to help our customers achieve greater productivity, profitability, and growth through inventory management and other innovative supply chain solutions. We care about our associates and have programs in place to help our 6,500+ team members achieve their potential. **OUR COMMITMENT TO YOU** Our associates are our top priority and investing in their well-being is one way we execute our Built to Make You Better brand promise. Alongside competitive pay, we have a comprehensive benefits program to support you and your family's health, well-being and financial future. We offer dynamic healthcare plans, generous 401K and stock purchasing programs, tuition reimbursement opportunities, and paid time away for holidays, vacations, and illness. Visit our page for a better look at our extensive benefits: Your Future Benefits. (*********************************************************** You will also have the opportunity to join our Associate Inclusion Circles: Women, Pride, Black, Generational, Veterans, HOLA, and Able. These circles are open to all associates and are designed to promote awareness, collaboration, and respect. **EQUAL EMPLOYMENT OPPORTUNITY STATEMENT** At MSC, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all qualified applicants and our associates without regard to race, color, religion, age, sex, national origin, disability, protected veteran status, sexual orientation or any category protected by applicable law. Accommodation requests can be made at any stage of the recruitment process; applicants are asked to make their needs/requirements known.

Job DescriptionDescription: The Plan Consultant is a key compliance and technical resource responsible for administering and supporting employer-sponsored retirement plans. Training is provided to acquire expertise in plan testing, contribution calculations, and government filings. The Plan Consultant collaborates with internal teams and clients to ensure retirement plans are operated in full compliance with IRS, DOL and ERISA regulations. Key Responsibilities Maintain an assigned book of plans, including defined benefit and defined contribution plans. Prepare (and/or review, based on experience) valuations and compliance testing pursuant to ERISA guidelines and IRS procedures: Calculate plan contributions to optimize tax savings while passing required testing; Perform additional required testing, such as General Testing (401(a)4), Compensation Ratio Testing (414(s) Testing), etc.; Prepare earned income calculation, as necessary, for an unincorporated employer; Prepare asset reconciliations, including trust accounting, as necessary. Prepare (and/or review, based on experience) necessary government filings pursuant to IRS/DOL guidelines and requirements, included but not limited to Forms 5500, 5330, and Schedule SB. Analyze plan documents and pro-actively recommend changes to accommodate client needs. Assist plan sponsors with the plan termination process, including PBGC-covered plans. Provide quality communication with the plan sponsor, advisors, and accountants. Prepare preliminary design studies and projections for prospective clients. Support actuaries and consultants to provide superior client service. Prepare calculation of retirement distribution benefits. Prepare PBGC premium filings and notices. Requirements: Qualifications Minimum of 3+ years of experience in defined benefit and defined contribution administration. In-depth knowledge of IRS, DOL and ERISA regulations. Proficient skills with Microsoft products, specifically Excel and Word. Ability to work under pressure and prioritize work based on deadlines. Strong analytical and mathematical skills. Excellent written and verbal communication skills. Meticulous attention to detail and accuracy. Ability to work with minimal day-to-day supervision. Familiarity of PBGC requirements. Desired but not Required ASPPA or IRS industry-specific designations or willingness to attain them. Working knowledge of PensionPro, Datair and FTWilliam.

Why Ryan? * Hybrid Work Options * Award-Winning Culture * Generous Personal Time Off (PTO) Benefits * 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) * Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement * Benefits Eligibility Effective Day One * 401K with Employer Match * Tuition Reimbursement After One Year of Service * Fertility Assistance Program * Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service Ryan is expanding and growing our Employment Tax Practice in both Employment Tax Consulting and Employment Tax Recovery. We are adding all levels - Consultant, Sr. Consultant, Manager and Senior Manager. We are also considering Director level too. Ryan has a hybrid work environment and great benefits. We will consider candidates living anywhere in the USA. If you are interested and you have Employment Tax experience, contact us. You can apply here or email your resume to one of us on the Strategic Recruiting Team ************************ ******************** ********************* Come Be a Part of the EXCITEMENT at Ryan. The Employment Tax Practice delivers compliance, appeals, and tax advisory services for assigned clients. The team maintains existing client relationships and focuses on Employment Tax management and minimization opportunities as well as risk management opportunities. This includes enforcing policies, standards and guidelines, researching tax issues, preparing memorandums/letters, reviewing federal, state, and local tax returns, reviewing state unemployment insurance rate calculations, preparing and presenting tax assessment appeals and supporting litigation. The team responsible for understanding federal and state information reporting and tax withholding rules and regulations and to manage large scale reviews of client information reports for the purposes of determining any potential tax/penalty exposure, and also be responsible for reviewing client payroll and information reporting processes and controls, to identify areas of potential exposure and to make recommendations for process improvement. Duties and responsibilities, as they align with Ryan Key Results People. The Team works together and depending on the level of role, * Ensure compliance with company policies, practice guidelines and standards. * Work closely with other Ryan team members in ensuring that there is no duplication of effort relating to the execution of client projects. * Work closely with the team in order to build practice knowledge base as well as mentor professionals within the firm. Client - Duties are dependent on role and level to, * Develop client workplans and schedules for associated project deliverables. * Performs services at client location(s) where required. * Prepares and conducts client presentations. * Reviews and reconciles client data and identifies tax issues to research. * Responds to client inquiries and requests from the Internal Revenue Service ("IRS") and state/local tax agencies. * When required, serves as principal contact for client activity. * Work on all aspects of the appeal process (informal, formal, and litigation), and reports status and results to the client. * Assists clients with accruals, budgets, and forecasts. * Assists with client billing and collections, financial forecasting, and bonus allocations to appropriate group members. * Communicates new issues, legislative changes, training opportunities, and client needs and strategies. * Develops new clients, maintains existing clients and broadens practice scope. Value: * Manages and monitors all aspects of Employment Tax projects. * Obtains and reviews federal, state, local tax returns and supporting where required. * Maintains federal, state, and local as well as international (if required) employment tax calendars. * Manages the preparation, review, and processing any amended federal/state/local tax returns or other correspondence. * Manages and assists in the preparation of employment tax and state unemployment insurance appeals. * Pursues and maintains professional designations (e.g., Enrolled Agent ("EA"), Certified Public Accountant ("CPA"), Certified Payroll Professional ("CPP"), Certified Information Reporting Specialist ("CIRS"). * Participates actively in professional organizations. * Actively promotes the practice internally and externally to build pipeline of viable employment candidates. * Performs other duties as assigned. Education and Experience: Bachelor's degree or equivalent in Accounting, Business Administration, Finance/Economics, or Taxation required; Master's degree preferred and four to six years of employment tax related experience. Computer Skills: To perform this job successfully, an individual must have intermediate knowledge of Microsoft Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research. Salesforce and Workday experience a big plus. Certificates and Licenses: Valid driver's license required. EA, CPA, CPP, CIRS, or other appropriate designation or maintains constant effort to earn designation within two years of taking position. Supervisory Responsibilities: Depending on level of role may mean some supervisory responsibilities in accordance with the Firm's policies and applicable laws. Work Environment: * Standard indoor working environment. * Occasional long periods of sitting while working at computer. * Occasional long periods of standing while copying. * Position requires regular interaction with employees and clients both in person and via e-mail and telephone. * Independent travel to conduct field inspections may be required and be up to 50%. Equal Opportunity Employer: disability/veteran

Now Hiring: IRIS Consultant Milwaukee, WI (Hybrid Role) Full-Time | 40 hrs/week | 8 AM - 5 PM Travel Required (30-50%) Benefit Eligible Are you passionate about empowering others to live independently and direct their own care? Join Lutheran Social Services of Wisconsin and Upper Michigan as an IRIS Consultant and help individuals shape meaningful lives through the IRIS Program (Include, Respect, I Self-Direct). As part of our ICA Team, you'll work in a social services capacity to support participants in maintaining autonomy, ensuring health and safety, and navigating long-term care services. This role will be based out of the Appleton/Green Bay area, and will also travel into surrounding areas. What You'll Do * Build trusting relationships with participants * Assist in developing IRIS Support and Services Plans * Maintain monthly contact and quarterly visits * Help participants understand and maintain IRIS eligibility * Connect with local agencies and ADRCs to expand service options * Document all contacts and visits in required systems within 2 business days * May conduct annual Long-Term Care Functional Screens * Work independently while collaborating with a supportive ICA team Perks & Benefits * Public Service Loan Forgiveness (PSLF) eligibility + support navigating PSLF * Medical, Dental & Vision Insurance * Flex Spending (Health & Dependent Care) * Mileage Reimbursement * ️ Paid Time Off + 10 Paid Holidays * 403B Retirement Contribution * Annual Raises * Calm Wellness App - Premium Access * Early Earned Wage Access (UKG Wallet) * ️ Employee Assistance Program * Service Awards & Recognition Qualifications * Bachelor's degree in social work, psychology, human services, or related field OR 4+ years of direct experience in social services with seniors or individuals with disabilities OR Current IRIS Consultant in good standing with DHS exemption * Bilingual in Spanish, Hmong, or other languages is a plus! * Strong commitment to participant autonomy and meaningful living * Comfortable with smartphones, tablets, and computer systems * Knowledge of human behavior, social interaction, and community resources * Willingness to serve diverse populations with respect and empathy Requirements * Valid driver's license & reliable transportation * Satisfactory driving record per LSS Driver Safety Procedure * Ability to meet LSS auto insurance requirements Ready to make a difference? Apply today and help individuals lead empowered, self-directed lives through the IRIS Program! LSS is an Equal Opportunity Employer (EOE).

Full-time Description An HBS Solutions Consultant I (SCI) is involved in the sales process in all aspects of HBS technology solutions and services as it relates to short and long term goals and strategies of our customers. Not only the SCI is there from the beginning, but also, takes ownership of their customer's journey, building long-term client relationships while serving as a strategic technology and business advisor, helping clients reach their short- and long-term organizational goals. This individual will leverage their expertise and the expertise and skills of the HBS team to uncover customer needs, develop customized solutions, and ensure every interaction culminates in exceptional customer satisfaction. This is a role designed for those passionate about leading from the front and making a definitive mark on the business landscape. Roles and Responsibilities/ Essential Functions: Meet or exceed projected sales goals. Quote prices, credit terms and other bid specifications. Analyze the client needs and interests and manage client satisfaction issues. Answer customers' questions about products, prices, availability, product uses, and credit terms. Negotiate prices and terms of sales and service agreements. Maintain customer records, using CRM and other available tools. Visit establishments to evaluate needs and to promote product or service sales. Prepare sales contracts for orders obtained and submit orders for processing. Verify that materials lists are accurate and that delivery schedules meet project deadlines. Consult with engineers regarding technical problems. Accurately forecast new business as it is being developed and closed. Identify prospective customers by using business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences. Collaborate with colleagues to exchange information such as selling strategies and marketing information. Demonstrate and explain the operation and use of technical products to clients through telephone and in-person calls and presentations. Promote company ability, reputation, products, systems, new techniques and other specialized technical knowledge throughout the particular industry. Attend sales meetings and read related publications in order to keep current on products applications, technical service, market conditions, competitive activities, advertising, and promotional trends. Initiate sales campaigns and follow marketing plan guidelines in order to meet sales and production expectations. Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific products and services. Study information about new products so that equipment and supplies can be accurately depicted and proper recommendations made. Compute customer's installation or production costs, and estimate savings from new services, products, or equipment. Requirements Competencies: Accountability - Ability to accept responsibility and account for his/her actions. Ambition - The drive to achieve personal advancement. Customer Oriented - Ability to take care of the customers' needs while following company policy. Decision Making - Ability to make critical decisions while following company procedures. Goal Oriented - Ability to focus on a goal and obtain a pre-determined result. Motivation - Ability to inspire oneself and others to reach a goal and perform to the best of their ability. Presentation Skills - Ability to effectively present information publicly. Relationship Building - Ability to effectively build relationships with customers and co-workers. Required Experience: 2 - 5 years of related sales experience Preferred Experience: Mentor or leadership experience Required Skills, Education and/ or Certifications: Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) High School Diploma or equivalent Preferred Skills, Education and/ or Certifications: Bachelor's Degree Equal Opportunity Employer - Including Disabled and Veterans #HBS

Job DescriptionDescription: The Plan Consultant is a key compliance and technical resource responsible for administering and supporting employer-sponsored retirement plans. Training is provided to acquire expertise in plan testing, contribution calculations, and government filings. The Plan Consultant collaborates with internal teams and clients to ensure retirement plans are operated in full compliance with IRS, DOL and ERISA regulations. PLAN CONSULTANT I Key Responsibilities Client and Advisor Support · Respond to technical and compliance-related inquiries from clients and advisors. · Collaborate with actuaries and other departments to resolve technical issues and ensure accuracy in plan administration. · Coordinate with the plan Relationship Manager plan interactions ensuring they are up to date on issues and plan status. Compliance & Testing · Monitor deadlines and compliance obligations for assigned book of business. · Calculate employer contributions (match, pro-rata, integrated, new comparability). · Prepare contribution summaries and projections. · Perform self-employed income calculations. · Identify and resolve late deposits and missed deferral obligations. · Calculate missed deferral corrections and support corrective filings when needed. · Prepare and perform all annual nondiscrimination and compliance testing including: o ADP/ACP o Top Heavy o 410(b) o 401(a)(4) o Other testing as required by plan design Data Management and Reconciliation · Review and upload incoming census data for completeness and accuracy. · Document and manage deadlines for assigned caseloads. · Reconcile participant contribution discrepancies. · Reconcile recordkeeper statements. · Import recordkeeper transactions into compliance software. Annual Reporting & Government Filings · Prepare government filings including: o Form 5500 (EZ, SF and large plan with applicable schedules) o Form 5558 extensions o Form 5330 o Form 8955-SSA PLAN CONSULTANT II Key Responsibilities Client and Advisor Support Respond to technical and compliance-related inquiries from clients and advisors. Conduct consultation calls with clients, advisors, and auditors. Coordinate with the plan Relationship Manager plan interactions ensuring they are up to date on issues and plan status. Research and resolve complex plan-related questions and compliance matters. Collaborate with actuaries and other departments to resolve technical issues and ensure accuracy in plan administration. Compliance & Testing Monitor deadlines and compliance obligations for assigned book of business. Calculate employer contributions (match, pro-rata, integrated, new comparability). Prepare contribution summaries and projections. Perform self-employed income calculations. Identify and resolve late deposits and missed deferral obligations. Calculate missed deferral corrections and support corrective filings when needed. Data Management and Reconciliation. Review and upload incoming census data for completeness and accuracy. Document and manage deadlines for assigned caseloads. Reconcile participant contribution discrepancies. Reconcile recordkeeper and brokerage asset statements. Import recordkeeper transactions into compliance software. Review work by team members to ensure consistency and accuracy. Prepare and perform all annual nondiscrimination and compliance testing including: o ADP/ACP o Top Heavy o 410(b) o 401(a)(4) o Other testing as required by plan design Annual Reporting & Government Filings · Prepare government filings including: o Form 5500 (EZ, SF and large plan with applicable schedules) o Form 5558 extensions o Form 5330 o Form 8955-SSA o Support IRS and DOL audits, correspondence, and communication needs Leadership Service as a key resource for questions, coaching, and training for the junior Plan Consultants. May serve as back up to the team lead during their absence, assisting with day-to-day decisions and continuity of operations. Attend internal meetings with other functional roles across the organization and actively participate in firm initiatives. Requirements: PLAN CONSULTANT I Minimum of 0-3 years of experience in qualified retirement plan administration and compliance. Knowledge of ERISA regulations is a plus. Ability to work under pressure and prioritize work based on deadlines. Strong analytical and mathematical skills. Excellent written and verbal communication skills. Meticulous attention to detail and accuracy. Ability to work with minimal day-to-day supervision. PLAN CONSULTANT II Minimum of 3+ years of experience in qualified retirement plan administration and compliance. In-depth knowledge of IRS, DOL and ERISA regulations. Understanding of qualified plans, including the interpretation of the Adoption Agreement and basic plan document provisions. High proficiency in compliance software such as FTW. Ability to work under pressure and prioritize work based on deadlines. Strong analytical and mathematical skills. Excellent written and verbal communication skills. Meticulous attention to detail and accuracy. Ability to work with minimal day-to-day supervision.