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Lead technical strategy, deployment, governance, and adoption of Microsoft Copilot and related M365 AI/security platforms. Design solutions, run POCs, define standards, partner with Security, Compliance, Infrastructure, Dev, and business stakeholders to ensure secure, governed, and optimized Copilot and M365 operations across cloud and on-premises environments.

Drive new business sales by building consultative partnerships with brokers, agents, and distributors for voluntary benefits. Prospect, manage pipeline, deliver presentations, influence RFPs, and expand accounts. Coordinate with internal teams (implementation, underwriting, marketing), use Salesforce for reporting and forecasting, monitor competitive landscape, and contribute to sales planning and product development.

Lead organizational change for a multiyear Voluntary Benefits transformation, designing and executing people-centered change strategies for platform adoption, process redesign, data/integration, and digital experiences. Map stakeholder journeys, deliver communications, training, readiness metrics and OKRs, embed OCM into agile delivery, coordinate cutover and post-go-live reinforcement, and align partners and governance to drive measurable adoption.

Lead solution engineering for the implementation of Majesco Policy Administration System focusing on policy administration functions. Collaborate with engineers to develop AI solutions and ensure alignment across business and technology teams.

Drive new business sales for voluntary benefits by building consultative relationships with brokers, agents and distributors across Arizona and New Mexico. Manage pipeline, forecasts and reporting (Salesforce), collaborate with internal teams, deliver presentations, influence RFPs, and meet annual sales and growth objectives.

Provide new business sales support by preparing group underwriting submissions, gathering missing information, updating MARK proposals, liaising with brokers, sales and underwriting, maintaining detailed Dynamics CRM case notes, monitoring premium receipt, processing proposals, and delivering welcome materials and temporary ID cards.

Drive new business sales by developing consultative relationships with brokers, agents, and distributors across the territory. Manage target accounts and pipeline, conduct market analysis and presentations, influence RFPs, coordinate with internal teams (implementation, underwriting, marketing), use Salesforce for reporting/forecasting, and meet annual sales, growth, and reenrollment goals.

Lead enterprise IT infrastructure strategy and operations, ensuring reliability, modernization, and service delivery across cloud, data center, network, identity, database, and end-user platforms. Oversee build execution, vendor/MSP governance, ITSM/ITIL/SIAM practices, operational readiness, incident and change management, automation, observability, and continual improvement. Build high-performing teams and metrics for operational performance and delivery.

Lead enterprise and business-unit strategy and transformational growth initiatives including market and product development, partnerships, and M&A. Conduct quantitative and qualitative strategic analysis, build business cases and executive narratives, support and drive M&A activities, and evaluate startups and partners to advance employee-benefits ecosystem opportunities.

Coordinate proposal preparation by setting up case files, verifying and cleaning information, running reports, sending materials to Underwriting, learning VB products, and identifying process improvements to ensure timely submission.