Senior Analyst - Finance GTM

Businessolver named among top 100 companies on TIME America's Best Private Companies 2026 list. Posted on Thursday, July 9, 2026 Businessolver(R), a fully remote benefits technology company, is honored to be among the top 100 companies on TIME's first-ever list of America's Best Private Companies. Ranking #90 among 500 companies, Businessolver is the only benefits technology company to be recognized on TIME's list. The America's Best Private Companies 2026 ranking awards the top 500 privately held companies across the United States based on two key dimensions: * Employee Satisfaction: Measured using survey responses from ~217,000 U.S. company employees over three years. It factors in recommendations from current and former employees, plus verified employee ratings across image, atmosphere, working conditions, salary, and equality. * Company Impact: Assessed via a partnership with the Helsinki-based firm The Upright Project, which quantifies a company's Net Impact, defined as the net balance of its societal costs and benefits, across 19 subcategories spanning four pillars: Society, knowledge, health, and the environment. "This award from TIME is an especially meaningful honor because it's grounded in the voice of our Solvers, clients, and partners," said Jon Shanahan, President and CEO of Businessolver. "This recognition reflects the strength of our culture and our commitment to delivering technology and experiences that make a real difference in the lives of employees and the organizations we serve." As one of the nation's largest fully remote benefits technology companies, Businessolver has built a people-first culture focused on helping employees better understand, choose, and use their benefits. Supporting more than 19 million people through benefits administration, communications, engagement, and service, the company combines innovative technology with human expertise to help organizations reduce complexity, strengthen employee engagement, and anticipate needs before they become problems. "The best employee experiences don't happen by accident, and neither do the best client experiences," said Marcy Klipfel, Chief Engagement Officer of Businessolver. "We've built a culture that empowers Solvers to think ahead, solve problems before they escalate, and make a meaningful difference for the people who rely on us every day. This recognition reflects the dedication and impact of our team across the country." About Statista Statista publishes hundreds of worldwide industry rankings and company listings with high-profile media partners. This research and analysis service is based on the success of statista.com, the leading data and business intelligence portal that provides statistics, relevant business data, and various market and consumer studies and surveys. About Businessolver Businessolver is a leading benefits technology company helping employers create benefits experiences that work better for everyone. Through a combination of technology, service, and industry expertise, Businessolver helps organizations simplify benefits administration, strengthen employee engagement, and support better benefits decisions throughout the year. Supporting more than 19 million people nationwide, Businessolver helps employers reduce complexity, improve employee wellbeing, and stay ahead of evolving workforce needs. The company's people-first culture empowers Solvers across the country to deliver meaningful outcomes for employers, employees, brokers, and partners. Learn more at businessolver.com and explore career opportunities at www.businessolver.com/careers Media Contact Bridget Mortland Head of Marketing and Product Solutions [email protected]

Businessolver expands Pinnacle Partner program with LegalShield. Posted on Wednesday, July 8, 2026 LegalShield offers affordable legal support and identity theft protection for employees. Businessolver(R), the leader in anticipatory SaaS employee benefits technology, expands the Pinnacle Partners program with LegalShield(R). This partnership expands Businessolver's existing suite of voluntary and point solution wellbeing options and offers affordable access to legal and identity theft services. "It's important for employees to have accessible and affordable resources to protect their identities and assets to build robust safety nets for their finances, family, and digital livelihoods," said Jen Greean, Director of Partner Relations at Businessolver. LegalShield provides affordable access to legal and identity theft protection services (through IDShield(R) designed to help employees navigate everyday legal needs and identity theft risks with confidence. Through a simple subscription model, LegalShield and IDShield removes cost barriers and provides access to experienced professionals - without unpredictable hourly fees. "What we offer is becoming rare in American life: a real relationship with a professional who's on your side, who's accountable to you, who actually picks up the phone when something goes wrong. That's what LegalShield has been about for more than fifty years," said Warren Schlichting, CEO of LegalShield. "Most of our members aren't dealing with courtroom drama. They're dealing with a lease question, a will they finally want to put in writing, a fraud alert at midnight. That's real life. Partnering with Businessolver gives more employees access to that kind of help on day one of their benefits. That's what real peace of mind looks like." LegalShield gives members convenient access to professional legal help when they need it most, including: * Direct access to an experienced provider law firm * Advice on an unlimited number of personal legal matters * Document review * Will preparation * Moving traffic violation assistance * Support for a wide range of personal legal matters Members can seek guidance early, helping prevent minor issues from becoming costly legal problems. IDShield helps protect members from identity theft, fraud, and online privacy risks with robust monitoring and recovery tools, including: * Identity fraud protection * Online privacy and reputation management * Device protection * Financial account monitoring * Identity, credit, and social media monitoring * Credit score tracker * Real-time alerts for detected, suspicious activity Together, LegalShield and IDShield deliver peace of mind by helping protect both legal rights and personal identity theft. LegalSheild joins an exclusive group of pre-integrated, market-leading voluntary benefits and solution partners that include: Accolade, Aetna, Aflac, ARAG, Benifex, Calibrate, Career Highways, Carrot, Cigna, Claritev, Counsel, Hello Heart, Lincoln Financial Group, Metlife, NortonLifeLock, Pets Best, PetPartners, Prudential, PTO Exchange, Recoop, Rightway, Securian, Sword, The Hartford, The Standard, Transamerica, Transitions Benefit Group, and Voya. You can learn more about Businessolver's full suite of integrated point solution and voluntary benefit provider parters at www.businessolver.com/solutions/partnerships-integrations About the Pinnacle Partner Program Launched in 2019, Businessolver's Pinnacle Partners program helps employers expand their benefits offerings with vetted, pre-integrated partners. The program enhances data exchange, simplifies enrollment, and ensures a seamless experience for HR teams and employees alike. About Businessolver Since 1998, Businessolver has delivered market-changing benefits technology that empowers empathetic service supported by an intrinsic responsiveness to client needs. The company creates client programs that maximize benefits program investment, minimize risk exposure, and engage employees with easy-to-use solutions and communication tools to assist them in making wise and cost-efficient benefits selections. Founded by HR professionals, Businessolver's unwavering service-oriented culture and secure SaaS platform provide measurable success in its mission to provide complete client delight. For employers navigating rising claims costs, fragmented point solutions, and low utilization of existing benefits, Counsel becomes the organization's responsible front door to healthcare. By intelligently triaging care from the first interaction, Counsel resolves more concerns without unnecessary escalation, reduces avoidable in-person care and downstream claims costs, and increases ROI across the existing benefits ecosystem by routing members to the right benefit at the right time based on an employer's benefits design. About LegalShield LegalShield was founded more than 50 years ago on a simple idea: everyone deserves access to legal protection at a reasonable cost. That concept still holds true today. For a flat monthly fee, members can speak directly with a real lawyer about legal questions that arise in everyday life. IDShield(R) extends the same model to identity theft protection and online privacy. Together, the two services give working families dependable, affordable access to help they would otherwise go without. Media contacts: Katie Carroll, VP of Product Marketing and Strategy Businessolver [email protected]

Businessolver elevates AI to the executive suite, appointing Sony SungChu as Chief AI Officer. Posted on Tuesday, April 14, 2026 Businessolver today announced the appointment of Sony SungChu as Chief AI Officer, reflecting Businessolver's view that artificial intelligence is no longer an enhancement to benefits administration, but a foundation to how clarity, trust, and speed are delivered at scale. In this newly established role, Sony will lead Businessolver's end-to-end AI strategy and roadmap, with accountability for how intelligence is developed, governed, and applied across the business. His mandate centers on improving decision quality, modernizing service and operational workflows, and ensuring AI is embedded responsibly and effectively within highly regulated benefits environments. "AI leadership at the executive level isn't optional in our category - it's how trust, scale, and outcomes are delivered responsibly," said Jon Shanahan, President and Chief Executive Officer of Businessolver. "But what matters most is how that intelligence shows up for real people, making complex benefits decisions clearer, more proactive, and more reliable. Sony has helped build the foundation for this work over many years. Establishing the chief AI officer role ensures intelligence is applied responsibly and effectively across our platform and operations, with a clear focus on outcomes for the employers and employees we serve." Sony most recently served as Businessolver's Head of Science & Innovation where he led the development of the technical foundation behind Businessolver's intelligence capabilities, including the systems that support Sofia(SM), the intelligence layer across its technology and service, following a distinguished tenure at Amazon. That work underpins Businessolver's shift from reactive benefits administration to anticipation, using data and intelligence to help resolve issues earlier and guide people more effectively in moments that matter. The creation of the chief AI officer role reflects a simple conviction: In benefits administration, value is created when people need clarity. Employees make consequential choices about health, finances, and family - often under time pressure and with incomplete information - while employers balance cost, care, compliance, and workforce needs at scale. In those moments, the quality of support matters. The systems behind that support matter even more. Businessolver established the role to bring sustained executive focus to applying intelligence where it can materially improve usefulness-reducing wait times, increasing accuracy, improving consistency, modernizing service operations, and turning data into insight that helps people act with confidence. "AI does not create value in isolation; its utility is given by human ingenuity," said Sony. "The future we're building is one where people use AI to do meaningful, high-impact work. That starts with systems that understand context, anticipate intent, and perform reliably in the real complexity of benefits - where trust, accuracy, and compliance matter as much as speed." Under Sony's leadership, Businessolver will continue advancing initiatives that shorten response and resolution times across customer-facing workflows, strengthen access to institutional knowledge, and equip service teams with better context and guidance in the flow of work. Additional efforts focus on expanding access to data across the organization, improving feedback loops, and modernizing core processes through assistive and automated capabilities. Responsible AI governance is a central part of Businessolver's competitive advantage in regulated environments. The chief AI officer role sits at the intersection of technology, product, and governance, reflecting Businessolver's view that effective AI and responsible AI are inseparable. Sony will work closely with product, UX, security, and compliance teams to ensure intelligence-driven experiences remain transparent, secure, and aligned to long-term outcomes. Taken together, these efforts are designed to deliver cumulative gains in execution - faster service, clearer answers, and better-informed teams - while scaling quality in areas where complexity carries the greatest human and operational cost. For clients and their employees, the focus remains on decision quality: clearer insight into options and tradeoffs, greater confidence in guidance received, and better outcomes over time. As artificial intelligence becomes more embedded in enterprise operations, Businessolver believes its competitive advantage will be defined less by the presence of new tools and more by the discipline with which intelligence is applied. With the establishment of the chief AI officer role, that belief is now represented at the executive level. To learn more about Businessolver's approach to AI and its anticipatory benefits platform, visit businessolver.com About businessolver. Businessolver is an independently owned benefits technology company advancing a more proactive, connected, and anticipatory benefits experience. Through a secure SaaS platform, governed intelligence, and an always-on service model designed to act early and stay aligned, Businessolver helps organizations reduce complexity, strengthen engagement, and deliver consistent outcomes across total wellbeing. With more than two decades of innovation, Businessolver unifies people, data, and operations so that insights turn into action - and benefits work better for employers, employees, and partners. Media contacts. Katie Carroll, VP Product Marketing and Strategy, Businessolver [email protected] Tony Spangler, Practice Lead: Public & Analyst Relations, Rep Cap [email protected]