Implementation Consultant in Embedded Finance

Role overview The Implementation Consultant for Embedded Finance at Brex works onsite in Salt Lake City, Utah. This position focuses on helping clients bring Brex’s financial solutions into their existing workflows. Success in this role depends on close collaboration with client stakeholders to ensure a smooth setup and strong adoption of Brex’s products. Wh…

Join Filevine as a Product Implementations Consultant, where you will play a pivotal role in helping our clients successfully implement our innovative software solutions. You will collaborate closely with clients to understand their unique needs and ensure seamless integration of our products into their workflows. Your expertise will not only enhance our clients' experiences but also contribute to Filevine's mission of transforming the legal industry through technology.

Why join usAt Brex, we are revolutionizing the way companies manage their spending through our AI-driven spend platform. Our innovative solutions integrate corporate cards, banking, and global payments, all while providing intuitive software for travel and expense management. Trusted by tens of thousands of businesses, from ambitious startups to established enterprises like DoorDash, Flexport, and Compass, we empower organizations to take control of their expenditures, cut costs, and enhance operational efficiency on a global scale.Joining Brex means pushing boundaries, challenging norms, and collaborating with some of the brightest minds in the field. We are dedicated to fostering a diverse workforce and inclusive culture, believing that your potential should only be limited by your aspirations. We support your career growth with the tools, resources, and encouragement you need to thrive.Implementation at BrexOur Implementation team is crucial in transforming new clients into power users. We lead the onboarding journey for companies embracing Brex Empower, guiding them from outdated processes to a modern, employee-centric approach. This multifaceted role combines customer empathy, project management, technical knowledge, process design, and change management. We take pride in ensuring our customers’ long-term success, establishing a foundation that keeps them with ‘Brex for life’. As strategic advisors, we build trust, drive solutions, deliver results promptly, and work cross-functionally to ensure a seamless adoption experience.What you’ll doAs an Enterprise Implementation Consultant, you will act as a strategic advisor for our largest clients, leading them through a successful launch of the Brex platform. Your role will blend coaching, project management, and product expertise, with the primary objectives of enhancing product adoption, delivering sustained business value, and assisting clients in transforming their financial workflows.Where you’ll workThis position is based in our Salt Lake City office, within a hybrid work environment that combines the dynamic energy of in-office collaboration with the flexibility of working from home. A minimum of two coordinated days in the office (Wednesday and Thursday) is currently required. Starting February 2, 2026, this will transition to three days per week (Monday, Wednesday, and Thursday). Additionally, we offer up to four weeks of fully remote work each year!

Filevine is at the forefront of Legal AI, providing cutting-edge Legal Operating Intelligence that shapes the future of legal work. With a unified platform that integrates data, documents, workflows, and teams, we streamline modern legal operations, ensuring clarity and consistency.Our proprietary system, LOIS (Legal Operating Intelligence System), revolutionizes legal operations by transforming them from reactive to proactive. LOIS intelligently processes your data to extract insights, automate complexities, and empower legal professionals with the knowledge and confidence needed to excel. Thanks to our exceptional team of innovators and collaborators, Filevine has garnered prestigious awards from Deloitte and Inc. as one of the nation’s most innovative and rapidly growing tech companies.Role Overview:The Customer Implementation Specialist plays a critical internal role in supporting our Sales team and Certified Implementation Partners (CIPs). This position is pivotal in ensuring a seamless implementation process by setting clear expectations, defining project scope, and matching the right partners with every customer. The focus of this role is to coordinate internal teams and partners to adopt best practices.By proactively engaging during the transition to implementation, this specialist enhances the quality of discovery and overall readiness, significantly mitigating risks of rework, escalations, and misalignments in later stages. This results in a smoother and more effective implementation experience for our valued Filevine customers.

Join Kalepa as an Implementation Specialist and play a pivotal role in driving successful implementation of our innovative solutions for clients. You will collaborate closely with cross-functional teams to ensure seamless execution and client satisfaction. Your expertise will help shape the future of our services while working in a remote environment.

Online Implementation Specialist for Employee BenefitsPosition Overview: As an Online Implementation Specialist within the Employee Benefits sector, you will be responsible for tailoring Leavitt Group's online enrollment systems to align with the unique needs of our clients. This role requires a keen analytical mindset to process and develop innovative solutions that provide a personalized benefit enrollment experience. The ideal candidate will manage approximately 65 clients, ensuring seamless implementation and exceptional service.Key Responsibilities:Demonstrate a solid grasp of benefits administration, the enrollment process, and payroll functionalities.Efficiently extract and process information from diverse, complex document sources, converting it into the online system.Utilize strategic planning to determine effective implementation methods while considering system capabilities, industry best practices, and client requirements.Act as a liaison between cross-functional internal teams, including EDI, Brokers, and Account Managers.Qualifications:Proven ability to independently exercise sound judgment, achieve results, troubleshoot challenges, and create effective solutions.Self-motivated with a proactive approach and a hands-on attitude.Exceptional attention to detail and accuracy.Capability to prioritize, organize, and manage multiple tasks in a fast-paced environment.Demonstrated effectiveness in working both autonomously and as part of a multidisciplinary team.Education and Experience:Minimum of 1 year of experience in a relevant field such as technology, HR, or benefits.Proficiency in Excel, including formulas and VLOOKUP, utilized daily.Strong work ethic and tech-savvy.Excellent verbal and written communication skills.Prior experience with BenAdmin systems is advantageous.

Join Our Team as a Financial Consultant - Employee Benefits!At IMA Financial Group, we are committed to fostering a diverse, equitable, and inclusive workplace. We are looking for a skilled Financial Consultant specializing in Employee Benefits to lead our clients through complex financial strategies and employee benefit plans. If you are passionate about making a difference and thrive in a collaborative environment, we want to hear from you!Key Responsibilities:Embodies and promotes IMA's core values.Recognizes the significance of diversity, equity, and inclusion within all IMA associates.Communicates effectively and professionally with both internal and external clients through various channels, including email, phone, and in-person meetings.Financial Strategy:Oversees intricate technical tasks and strategic consulting regarding employee benefits.Translates technical analyses into clear communications for clients, focusing on cost projections, savings opportunities, and risk management.Facilitates local process enhancements and supports innovative solutions.Marketing/RFPs:Coordinates and manages Requests for Proposals (RFPs) for self-funded Third Party Administrators (TPA) and stop loss submissions under the guidance of Client Executives.Collects, organizes, and reviews proposals related to self-funded TPA and stop loss marketing initiatives.Maintains accurate marketing results in spreadsheets for internal use and client presentations.Renewals:Initiates comprehensive reviews of fully insured medical plans, as well as self-funded TPA and stop loss renewals, including plan specifics, costs, contributions, and contract conditions.Leads client recommendations based on renewal analyses.Employs actuarial models to evaluate risk and structural changes.Partnership & Negotiation:Negotiates with carriers based on clients' objectives.Builds and sustains relationships with carrier and vendor partners.Underwriting & Analysis:Conducts benchmarking, contribution, disruption, network, stop loss deductible, and GeoAccess analysis.Provides and communicates underwriting cost projections for self-funded medical/Rx, dental, and vision products.Develops and conveys self-funded Incurred But Not Paid (IBNP) analysis to clients.Evaluates risk and funding structures, presenting findings to align with client goals.Reporting:Analyzes data for discrepancies and trends with minimal oversight.Presents a comprehensive summary of findings to the Client Executive, directing strategic cost management considerations.Creates and customizes reports tailored to client requirements.Presentation:Prepares and delivers engaging presentations to clients as part of a cohesive team.

This Commercial Finance Manager position is based in Salt Lake City, UT and works at the intersection of Sales, Finance, and Strategy. The role centers on supporting Traeger Grills’ channel and account growth by providing financial insights and guidance. Role overview The Commercial Finance Manager partners with the Sales team to help shape and execute growth strategies. This position influences key business decisions, focusing on profitable expansion across various channels and accounts. Main responsibilities Serve as a financial advocate for channel and account growth initiatives Lead detailed financial analysis to optimize channel profitability Guide investment strategies across different marketplaces Work cross-functionally to support long-term growth plans Collaborate with teams throughout the organization to achieve business goals What success looks like Applies strategic thinking and analytical skills to address business challenges Drives profitable growth through sound financial assessment Builds strong partnerships across Sales, Finance, and Strategy teams

At Teiko, our mission is to revolutionize immune measurement for clinical trials and patients. By achieving this goal, we aim to reclaim over a century of time for drug developers, physicians, and patients alike, tapping into a multi-billion dollar market. Just as you wouldn’t conduct an Ozempic trial without a weight scale, we believe you shouldn't run an immunotherapy trial without Teiko.We are the driving force behind immunotherapy advancements for billion-dollar drug developers, boasting a portfolio of satisfied customers. We are currently in search of a strategic financial leader to act as the financial and operational cornerstone of our organization.This role is designed for a highly capable generalist, possibly an ex-banker, consultant, or MBA graduate, who is eager to engage at the interface of high-stakes finance, strategy, and operations.

About the Role iCapital Network is seeking a dedicated Associate to become a vital part of our Fund Finance Private Capital team. This role emphasizes Private Capital Fund Accounting and Administration responsibilities, providing the opportunity to collaborate with team members, vendors, senior management, and clients on diverse accounting and reporting processes. You will report directly to the Vice President of Fund Finance Private Equity. Key Responsibilities Collaborate with iCapital’s implementation teams on new business initiatives and fund launches. Review draft documents for feeder funds (LPA/PPM) and operational questionnaires prior to launch, providing essential feedback to internal legal and fund origination teams from a fund finance perspective. Analyze commitment sizes to underlying funds and assess feeder fund expenses. Oversee the issuance of quarterly feeder fund NAV and partners’ capital account statements, tracking key performance indicators (KPIs). Review and approve capital call and distribution cash analysis, investor allocation files, and notices prepared by third-party administrators and junior members of the Fund Finance team. Engage in management-level meetings both internally and externally. Participate in on-site due diligence for prospective clients. Authorize and release quarterly management fee payment wires. Work alongside iCapital Technology and Product teams to enhance process automation and efficiency. Ensure compliance of funds with partnership operating agreement terms. Supervise the preparation of annual fund financial statements in accordance with US GAAP.

Why join usAt Brex, we are pioneering an AI-driven spend platform that empowers businesses to manage their finances with confidence. Our suite of integrated corporate cards, banking solutions, and global payment services, complemented by user-friendly software for travel and expenses, is trusted by thousands of companies, from innovative startups to established enterprises like DoorDash, Flexport, and Compass. We enable organizations to take control of their spending, minimize costs, and enhance operational efficiency on a global scale.Joining Brex means pushing your boundaries and collaborating with some of the most talented professionals in the industry. We are dedicated to fostering a diverse and inclusive culture where your potential is limitless. We provide you with the necessary tools, resources, and support to advance your career.Finance at BrexOur Finance team acts as a strategic engine, leading initiatives such as planning, forecasting, capital allocation, and ROI analysis. We work cross-functionally to ensure alignment with our ambitious goals, influencing the company’s trajectory rather than merely reporting outcomes. If you are eager to make a significant impact and focus on long-term value creation, this is where your journey begins.Where you’ll workThis position is based in our Salt Lake City office. We embrace a hybrid work environment that combines the energy of in-office collaboration with the flexibility of remote work. Currently, we require team members to be in the office a minimum of two days a week, specifically on Wednesdays and Thursdays. Starting February 2, 2026, this will increase to three days a week (Monday, Wednesday, and Thursday). Additionally, we offer up to four weeks of fully remote work per year!What you’ll doAs the Finance Manager for Commissions, you will play a pivotal role in our company's success by ensuring that our commission structures and payouts are accurate and effective for our sales and revenue teams. Your efforts will directly enhance the motivation and productivity of our salesforce, enabling us to meet our growth objectives. You will collaborate closely with senior leadership across various departments as part of our dynamic finance team.We are looking for an individual who is passionate about our mission, possesses strong analytical abilities, and demonstrates strategic thinking to optimize our commission processes as we grow. The ideal candidate thrives on overcoming challenges and is skilled at addressing complex problems.

Consultant – Accounting Advisory Join our dynamic team at CFGI, where our consultants collaborate with industry-leading professionals and Big 4 auditors to deliver exceptional advisory services. Engage in a variety of tasks, including financial analysis, client interviews, issue identification, report preparation, and relationship building with client management. Embark on a fulfilling career journey at CFGI: · Explore diverse industries and project challenges.· Make a significant impact on client businesses.· Lead projects from inception to completion.· Engage directly with clients and excel in a client-facing role.· Constantly face new challenges and learn within a collegial atmosphere filled with top-tier experts.· Enjoy flexible working arrangements—office, remote, or on-site, depending on engagement specifics.· Shape your own career path.· Find joy in your work!

D.A. Davidson Companies is a distinguished, employee-owned organization with a legacy of 90 years of excellence. We are committed to conducting our operations with the utmost integrity and ethical standards, ensuring exceptional service for our clients and colleagues alike. Our corporate culture is characterized by openness, support, and a commitment to fostering candid communication and collaborative engagement, which enhances our collective performance. In addition to our focus on improving our clients’ financial health, we prioritize giving back to the local communities we serve, as it is one of our core values. Discover more about our impact and culture in our latest annual report.Summary/Function:The Quantitative Analyst plays a pivotal role in the Fixed Income Capital Markets sector by delivering financial modeling, analytical support, pricing, and quantitative insights within the Development Finance Group, specifically for public finance and structured transactions. This hands-on position is tailored for a senior contributor within the quantitative team and investment banking division. Ideal candidates will possess strong modeling capabilities in debt transactions and a readiness to collaborate with the Development Finance Team on nationwide financing initiatives.This role involves close collaboration with bankers, traders, and senior leadership to facilitate deal execution, conduct debt service analysis, support structuring efforts, and fulfill client deliverables.

Join New Relic as a Senior Partner Solutions Consultant, where you will play a pivotal role in driving growth through strategic partnerships. In this dynamic position, you will leverage your expertise to provide innovative solutions that enhance customer experiences and drive business results. Your ability to analyze client needs and deliver tailored solutions will set you apart in this fast-paced environment.

Join Our Team as a Senior Restoration Consultant!Location: Salt Lake City, UTEmployment Type: Full-timeAbout This RoleWalker Consultants is looking for a passionate and skilled Senior Restoration Consultant to become an integral part of our expanding team! This is a fantastic opportunity for an ambitious individual with expertise in structural assessment, repair design, and construction phase services to create a significant impact in the field.At Walker, we recognize that our greatest asset is our employees. We promote a collaborative and supportive workplace where innovation, professional development, and a healthy work-life balance are prioritized. As a member of our team, you will engage in meaningful projects, collaborate with industry leaders, and be part of a company that genuinely invests in the growth and well-being of its team members.The ideal candidate will be responsible for assessing existing structures, formulating repair strategies, and managing restoration projects. We seek a meticulous and proactive professional capable of juggling multiple projects while enhancing our culture of excellence and collaboration.

About the Role:We are seeking an experienced and dynamic Senior WMS Program Consultant to spearhead the governance and execution of our Warehouse Management System (WMS) implementations. This position will serve as a pivotal coordination hub that bridges business, technology, and vendor teams, ensuring structured execution and successful delivery.Key Responsibilities:Program Governance & Execution: Develop and manage a comprehensive program governance framework, ensuring that all milestones, timelines, and delivery outcomes are met.Stakeholder & Vendor Coordination: Serve as the primary liaison among internal stakeholders and external vendors, facilitating meetings and providing oversight on vendor execution plans.Techno-Functional Oversight: Review system configurations and ensure alignment between system capabilities and business requirements.Risk & Issue Management: Proactively identify and mitigate risks and issues throughout the project lifecycle.

About the RoleJoin iCapital Network as a Vice President within our Fund Finance Private Capital team. This pivotal role focuses on the fundamentals of Private Capital Fund Accounting and Administration. You will collaborate closely with team members, vendors, senior leadership, and clients, overseeing a range of accounting and reporting processes. This position reports directly to the Managing Director of Fund Finance Private Equity.ResponsibilitiesLead and mentor a dedicated team of 3-4 professionals managing a portfolio of private equity and hedge fund feeder funds.Collaborate with Implementation teams on new business initiatives and fund launches.Review feeder fund draft documents (LPA/PPM) and operational questionnaires to ensure compliance and provide critical feedback.Monitor and analyze quarterly feeder fund NAV and partners’ capital account statements while tracking KPIs.Authorize capital call and distribution cash analysis, investor allocation files, and notices prepared by third-party administrators and junior team members.Engage in management-level meetings, both internally and externally.Work with Technology and Product teams to enhance process automation and efficiency.Ensure fund compliance with partnership operating agreement terms.Supervise the preparation of annual fund financial statements in adherence to US GAAP.Assist in the preparation of periodic and ad hoc reports in partnership with compliance, legal, and other stakeholders.

Join our dynamic team as a Principal Consultant specializing in Salesforce solutions. In this pivotal role, you will leverage your expertise in either functional or technical sales to drive customer success and enhance our Salesforce offerings. You will collaborate with clients to understand their needs, design tailored solutions, and ensure seamless implementation.We are seeking a proactive and innovative professional who thrives in a fast-paced environment and is committed to delivering exceptional results. If you are passionate about Salesforce technology and have a track record of successful client engagements, we want to hear from you!

WGC is looking for a New Home Sales Consultant to join the team in Utah County. The main office is located in Salt Lake City. This position centers on helping clients move through each step of buying a new home, from the initial tour all the way to closing. What you will do Guide prospective buyers through new home communities Listen to clients to understand their needs and preferences Share clear details about available homes and features Discuss financing options and help clients consider their choices Deliver attentive, responsive service throughout the buying journey Who thrives in this role People who enjoy meeting new clients and building relationships Those who adapt well when priorities shift Individuals motivated to help others find the right home For those who find meaning in connecting people with new homes, WGC encourages you to apply.

We are seeking a skilled Documentum D2 Consultant to join our dynamic team at Sons of IT, Inc.. In this role, you will leverage your expertise in Documentum D2 to deliver innovative solutions that enhance our clients' document management capabilities. You will work closely with cross-functional teams to design, implement, and support Documentum D2 applications, ensuring they meet the highest standards of performance and usability.