Capitalize Analytics

Role Description - Lead delivery of complex projects across areas such as data platforms, ERP systems, process automation, and application development. - Partner with business and technical stakeholders to define scope, priorities, and execution approach. - Translate business needs into clear, actionable plans for technical teams. - Drive project structure, timelines, and accountability to ensure successful outcomes. - Identify risks and proactively manage issues throughout the project lifecycle. - Facilitate communication across teams, including senior stakeholders. - Apply sound technical judgment when evaluating approaches, tradeoffs, and solution direction. Qualifications - Bachelor’s degree in business, project management, technology preferred. - 4–8 years of experience in a technical or delivery-focused role (such as, development, business analysis, data, or systems implementation). - Experience working on large or complex technology initiatives. - Strong working knowledge of project management principles using Azure DevOps or Jira within Agile and Waterfall delivery models, with demonstrated application in real project environments. - Strong communication skills with the ability to engage both technical and non-technical audiences. - Ability to navigate ambiguity and bring structure to evolving requirements. - Solid understanding of technical design principles and common design patterns, with the ability to engage in solution-level discussions and challenge direction when needed. - Exposure to modern data and cloud ecosystems, such as: - Azure (Data Services), Databricks, Microsoft Fabric. - Data integration and analytics tools like Alteryx. - Process automation platforms such as UiPath. - Candidates must be legally authorized to work in the United States without sponsorship.

• Lead delivery of complex projects across areas such as data platforms, ERP systems, process automation, and application development • Partner with business and technical stakeholders to define scope, priorities, and execution approach • Translate business needs into clear, actionable plans for technical teams • Drive project structure, timelines, and accountability to ensure successful outcomes • Identify risks and proactively manage issues throughout the project lifecycle • Facilitate communication across teams, including senior stakeholders • Apply sound technical judgment when evaluating approaches, tradeoffs, and solution direction

• Lead AI & Automation Ideation sessions with clients • Present and demo AI solutions on sales calls • Serve as a trusted advisor to clients navigating AI strategy • Scope and estimate AI engagements • Design and build AI-powered solutions • Develop POC, demos, and production-ready deliverables for clients

• Collaborate with clients to understand their business processes and software needs • Develop tailored solutions that align with client objectives • Prepare and deliver presentations and demos to showcase capabilities • Partner with internal sales teams to identify client needs and develop tailored proposals • Collaborate with delivery teams to ensure the feasibility of solutions and a smooth transition from pre-sales to implementation • Assist in creating proposals and statements of work for prospective clients

• Collaborate with clients to understand business challenges and identify AI/ML opportunities • Design, build, and deploy end-to-end AI/ML solutions (e.g., forecasting, classification, NLP, GenAI) • Develop reusable frameworks, POCs, and accelerators to scale impact across clients • Support presales efforts with demos, solutioning, and scoping support • Work alongside a cross-functional team of consultants, data engineers, and analysts • Stay ahead of the curve on AI trends and technologies and bring that knowledge to our clients

• Build relationships with partner field teams (AEs/Sales Leaders) to drive joint go-to-market plans and generate partner-sourced opportunities • Drive joint marketing, webinars, and marketplace listings, positioning Capitalize as a trusted delivery expert • Lead QBRs to manage partner performance, align on joint targets, and accelerate co-selling motions • Ensure follow-through from marketing engagement to closed revenue

The Account Executive will work with and report to the Director of Sales - West during an exciting period of growth, driving all areas of sales. The ideal candidate is passionate, energetic, and dedicated to the growth of the company and our core values. This individual will have strong communication skills and be able to simultaneously prospect, grow, and manage multiple opportunities and projects. We operate under the “work from home” concept which allows us to have a fluid, non-traditional culture while still having avenues in place to collaborate as a team. The ideal candidate will be located in Colorado, Arizona, Nevada or Utah to align with the territory. We are looking for a Challenger —a sales professional who teaches, tailors, and takes control of the conversation. You will not be cold-calling to ask "what keeps you up at night." You will be prospecting with a point of view, helping CFOs and VPs uncover the manual, risky data processes that are silently killing their agility. Your Mission: Hunt & Build: This is a hunter role with a "land and expand" trajectory. You will build your own book of business. Once you land a strategic account, you keep it. No territory shifting. No games. Gap Selling: You will identify the distance between a client’s current manual "Excel hell" and the future state of automated bliss using Alteryx, UiPath, Snowflake, and Tableau. Vendor Partnership: You won't go it alone. You will build deep reciprocity with reps from our elite partners (Alteryx, Databricks, etc.) to drive mutual wins. Who You Are:

• Define and maintain delivery frameworks, playbooks, and engagement models across all practices • Standardize delivery phases, artifacts, quality gates, and handoffs without slowing teams down • Own delivery quality metrics (on-time, on-budget, scope adherence, client satisfaction) • Conduct delivery health checks on active and at-risk engagements • Lead post-mortems and ensure lessons learned turn into real changes • Identify systemic margin leakage and delivery inefficiencies • Create lightweight training, coaching, and enablement for Delivery Leads and Architects • Establish just enough governance to ensure consistency and transparency • Ensure delivery data is visible, accurate, and actionable

• Work with and report to the Executive VP of Sales - Southeast • Prospect, grow, and manage multiple opportunities and projects • Build your own book of business • Identify client’s current manual 'Excel hell' vs. future automated state • Build deep reciprocity with reps from elite partners (Alteryx, Databricks, etc.)

• Build and maintain a strong brand identity that aligns with the company's core values, goals, and market positioning • Utilize your expertise and innovative ideas to formulate effective marketing strategies • Create a comprehensive marketing playbook outlining various marketing methods and their efficient execution • Identify opportunities for automation, optimal workflows, and approvals to enhance efficiency and productivity • Work on growing and developing the marketing team • Analyze and oversee digital marketing initiatives, including website management/performance, SEO/SEM, social media, email marketing, and content creation • Manage relationships with vendors and third-party service providers • Act as a liaison between Leadership, Business Development, Marketing and Delivery, ensuring seamless communication and alignment of goals • Develop lead generation strategies to drive new customer acquisition and expand the customer base