CivicPlus

• Uncover business needs and communicate how technology will save them time and money • Become an expert in the laws affecting districts operate online • Source new leads and conduct outreach efforts • Conduct virtual product demonstrations and negotiate deals • Collaborate with customer support and product teams for continuous improvement

• Create, coordinate, edit, and format customized proposal responses for RFPs, RFIs, RFQs, and informal proposals. • Analyze proposal requirements and determine what information is needed for accurate, timely, and tailored submissions. • Coordinate proposal production from start to finish. • Partner with sales, marketing, business development, and other internal teams. • Facilitate and participate in strategy meetings. • Review, edit, and proofread proposals and related materials. • Maintain proposal templates, databases, and CRM records. • Help improve team efficiency • Support onboarding and development of team members. • Serve as a lead resource for the team when needed.

• Monitor incoming sales requests for administrative task fulfillment, including form signing, registrations and insurance requests. • Own and manage the sales contracting process – from drafting to finalization and processing with the company CRM. • Take part in client contract negotiations, maintaining decorum and customer service while protecting the interests of the company. • Create, manage, and update contract-related documents and templates including, but not limited to, Master Service Agreement (MSA), Statement of Works (SOW), Renewals, and Amendments, for all CivicPlus solutions. • Assist in documenting and drafting updates to internal department policies, processes, and best practices. • Facilitate and implement contract language changes within the CRM. • Manage processes and business partner relationships associated to contract processing needs of Insurance Certificates, vendor affidavits, business licenses, etc. • Assist with the application, management, and renewals on procurement vehicle contracts such as GSA (General Service Administration), SHI, TIPS, etc. • Evaluate and respond to RFP (requests for proposals) requests for legal and compliance requirements consistently and timely. • Utilize critical thinking to analyze complex contract requirements, special provisions, pricing, internal approvals, and terms and conditions to ensure compliance with appropriate laws, regulations and policies limiting overall business risks. • Creatively consult with sales and/or internal business partners on alternative contract options to meet needed requirements. • Communicate, educate, and train on contract policies and best practices to internal business partners. • Participate in cross-functional projects to support business objectives and enhance contract management capabilities. • Continuously update Legal Department files. • Manage increasingly competing priorities and deadlines while providing outstanding support to our internal partners and external customers. • Utilize new technologies or tools to streamline contract management processes. • Interpret the language of existing agreements to provide clarity and guidance for other departments.

• Sell web-based software to local governments within the assigned territory • Meet or exceed assigned territory goals • Forecast business within the territory in a timely and accurate manner • Work directly with lead-generation, account management, technical, and support staff to manage the totality of the buying cycle • Generate new opportunities through a variety of prospecting activities within new logo accounts • Maintain excellent documentation; attention to detail in reporting is essential • Aggressively close new business through short- to mid-length sales cycles • Develop consultative and trusted-advisor relationships with local governments within the assigned territory • Lead and assist in presentations for new account acquisition • Collaborate effectively with cross-functional teams to support team and company success

• Own and articulate the multi-year product vision, strategy, and portfolio roadmap, aligning investments to company objectives, revenue targets, customer outcomes, and emerging market opportunities. • Identify and incubate new market opportunities, adjacent offerings, and AI-enabled capabilities that expand total addressable market and create durable competitive advantage. • Build, prioritize, and continuously refine a scalable roadmap informed by customer discovery, Voice of Customer insights, product analytics, revenue performance, and technical feasibility. • Lead the end-to-end product lifecycle from discovery and business case development through delivery, launch, adoption, optimization, and retirement decisions. • Translate complex customer, regulatory, and business requirements into clear product requirements, user stories, acceptance criteria, and prioritized backlogs. • Partner with Engineering and Design to deliver secure, scalable, extensible solutions while making informed trade-offs across features, AI innovation, integrations, performance, and technical investments. • Drive product-to-product integrations, partnerships, and platform capabilities that increase cross-sell, upsell, retention, and overall portfolio value. • Ensure products meet applicable security, accessibility, data privacy, and regulatory standards required for local government clients. • Own product revenue performance in partnership with Sales and Finance, contributing to pricing strategy, packaging, forecasting inputs, and pipeline acceleration efforts. • Lead go-to-market strategy and execution in partnership with Product Marketing, Sales, and Customer Success, including positioning, enablement, launch planning, and post-launch performance optimization. • Serve as a trusted product authority in customer engagements, executive briefings, marketing events, and sales cycles, providing expert guidance on product capabilities, roadmap direction, integrations, and AI strategy. • Define and track key performance indicators including adoption, engagement, retention, ARR growth, margin impact, and customer satisfaction, using insights to drive continuous improvement. • Jump into underperforming or strategically critical products to assess gaps, clarify strategy, realign roadmaps, and accelerate measurable outcomes. • Pioneer AI-powered solutions that solve high-value customer problems and can be leveraged across the broader product portfolio. • Mentor and coach other product managers, modeling strong discovery practices, data-driven prioritization, and executive-level communication. • Contribute to and elevate product management standards, processes, tooling, and operating models across the organization. • Communicate product strategy, risks, performance, and outcomes clearly and regularly to executive leadership and cross-functional stakeholders. • Other duties as assigned by leadership.

• Help CivicPlus turn AI into practical, secure, and scalable solutions that improve productivity, quality, and decision-making across the business. • Partner across engineering, product, operations, and business teams to identify high-value opportunities, build AI-powered tools and workflows, and support adoption in a way that aligns with company standards, governance, and business goals. • Design, build, and maintain AI-enabled tools, workflows, and internal automations that improve team efficiency and business outcomes. • Partner with cross-functional stakeholders to identify high-value AI enablement use cases across product development, operations, support, and internal business functions. • Develop integrations between AI services, internal systems, and third-party platforms using APIs, scripting, and automation frameworks. • Translate business problems into scalable technical solutions, including prompts, orchestration logic, data pipelines, and supporting applications. • Establish and follow best practices for responsible AI usage, including security, privacy, data handling, testing, monitoring, and documentation. • Evaluate emerging AI tools, models, and platforms and recommend practical solutions aligned with CivicPlus needs and architecture. • Collaborate with engineering and data teams to ensure reliable access to the data, services, and infrastructure needed to support AI-enabled solutions. • Create and maintain documentation, technical standards, and reusable patterns that support sustainable AI adoption across teams. • Troubleshoot and optimize existing AI automations and integrations to improve reliability, performance, cost-effectiveness, and user experience. • Provide technical guidance, training, and enablement support to internal teams adopting AI-powered tools and workflows. • Participate as a collaborative member of an Agile team and contribute to continuous improvement of engineering practices and delivery standards. • Perform other duties as assigned. Operate as a credible practitioner across FP&A, Accounting, HR, and Legal — challenge broken process before automating.

• Design, build, and maintain AI-enabled tools, workflows, and internal automations that improve team efficiency and business outcomes. • Partner with cross-functional stakeholders to identify high-value AI enablement use cases across product development, operations, support, and internal business functions. • Develop integrations between AI services, internal systems, and third-party platforms using APIs, scripting, and automation frameworks. • Translate business problems into scalable technical solutions, including prompts, orchestration logic, data pipelines, and supporting applications. • Establish and follow best practices for responsible AI usage, including security, privacy, data handling, testing, monitoring, and documentation. • Evaluate emerging AI tools, models, and platforms and recommend practical solutions aligned with CivicPlus needs and architecture. • Collaborate with engineering and data teams to ensure reliable access to the data, services, and infrastructure needed to support AI-enabled solutions. • Create and maintain documentation, technical standards, and reusable patterns that support sustainable AI adoption across teams. • Troubleshoot and optimize existing AI automations and integrations to improve reliability, performance, cost-effectiveness, and user experience. • Provide technical guidance, training, and enablement support to internal teams adopting AI-powered tools and workflows. • Participate as a collaborative member of an Agile team and contribute to continuous improvement of engineering practices and delivery standards. • Perform other duties as assigned. • AI-augment product operations workflows: research synthesis, customer signal analysis, feedback triage, release support. • Operate within GovRAMP and sensitive-data constraints from day one. • Bridge product strategy to AI delivery; mid-to-senior business judgment expected. • Coordinate with Engineering's own AI adoption (e.g., AI-assisted code review) without owning Engineering's tooling. • Partner with Product Marketing and Customer Success Ops where workflows cross boundaries.

• Design, build, and maintain AI-enabled tools, workflows, and internal automations that improve team efficiency and business outcomes. • Partner with cross-functional stakeholders to identify high-value AI enablement use cases across product development, operations, support, and internal business functions. • Develop integrations between AI services, internal systems, and third-party platforms using APIs, scripting, and automation frameworks. • Translate business problems into scalable technical solutions, including prompts, orchestration logic, data pipelines, and supporting applications. • Establish and follow best practices for responsible AI usage, including security, privacy, data handling, testing, monitoring, and documentation. • Evaluate emerging AI tools, models, and platforms and recommend practical solutions aligned with CivicPlus needs and architecture. • Collaborate with engineering and data teams to ensure reliable access to the data, services, and infrastructure needed to support AI-enabled solutions. • Create and maintain documentation, technical standards, and reusable patterns that support sustainable AI adoption across teams. • Troubleshoot and optimize existing AI automations and integrations to improve reliability, performance, cost-effectiveness, and user experience. • Provide technical guidance, training, and enablement support to internal teams adopting AI-powered tools and workflows. • Participate as a collaborative member of an Agile team and contribute to continuous improvement of engineering practices and delivery standards. • Perform other duties as assigned. • Build solutions that accelerate implementation projects (project setup, project assistant, knowledge surfacing). • Improve support ticket triage and AI-assisted resolution — meaningful resolution time reduction is a primary outcome. • Partner with technically inclined existing team members to extend their capabilities. • Operate as a centralized resource serving Prof Services and Tech Support during transition; gradually move closer to COGS over time. • Coordinate on overlap with WBD call review and customer-facing AI tooling.

• Design, build, and maintain AI-enabled tools, workflows, and internal automations that improve team efficiency and business outcomes. • Partner with cross-functional stakeholders to identify high-value AI enablement use cases across product development, operations, support, and internal business functions. • Develop integrations between AI services, internal systems, and third-party platforms using APIs, scripting, and automation frameworks. • Translate business problems into scalable technical solutions, including prompts, orchestration logic, data pipelines, and supporting applications. • Establish and follow best practices for responsible AI usage, including security, privacy, data handling, testing, monitoring, and documentation. • Evaluate emerging AI tools, models, and platforms and recommend practical solutions aligned with CivicPlus needs and architecture. • Collaborate with engineering and data teams to ensure reliable access to the data, services, and infrastructure needed to support AI-enabled solutions. • Create and maintain documentation, technical standards, and reusable patterns that support sustainable AI adoption across teams. • Troubleshoot and optimize existing AI automations and integrations to improve reliability, performance, cost-effectiveness, and user experience. • Provide technical guidance, training, and enablement support to internal teams adopting AI-powered tools and workflows. • Participate as a collaborative member of an Agile team and contribute to continuous improvement of engineering practices and delivery standards. • Improve forecast inspection and deal follow-up quality through AI-augmented workflows. • Reduce time sellers spend on follow-up, CRM hygiene, and deal-inspection prep. • Build agentic and AI-augmented workflows in the Salesforce ecosystem within governance. • Surface deal signal and risk to managers — consistently and on a cadence the team trusts. • Support RevOps on process and system enablement; coordinate with the Salesforce ecosystem team to avoid duplicate work. • Partner with Sales Enablement and SE leaders on AI-assisted enablement content and tools. • Redesign core marketing operations workflows so AI is a first-class teammate (content, landing pages, campaign ops, paid social). • Mature existing automations such as Landing Page Automation and Ad Automation into more agentic experiences. • Build experimentation infrastructure for AI-driven marketing — what to test, how to measure, when to ship. • Maintain brand voice and content safety guardrails for AI-generated assets. • Coordinate with RevOps where workflows touch Salesforce, HubSpot, and the lead lifecycle.

• Design, build, and maintain AI-enabled tools, workflows, and internal automations that improve team efficiency and business outcomes. • Partner with cross-functional stakeholders to identify high-value AI enablement use cases across product development, operations, support, and internal business functions. • Develop integrations between AI services, internal systems, and third-party platforms using APIs, scripting, and automation frameworks. • Translate business problems into scalable technical solutions, including prompts, orchestration logic, data pipelines, and supporting applications. • Establish and follow best practices for responsible AI usage, including security, privacy, data handling, testing, monitoring, and documentation. • Evaluate emerging AI tools, models, and platforms and recommend practical solutions aligned with CivicPlus needs and architecture. • Collaborate with engineering and data teams to ensure reliable access to the data, services, and infrastructure needed to support AI-enabled solutions. • Create and maintain documentation, technical standards, and reusable patterns that support sustainable AI adoption across teams. • Troubleshoot and optimize existing AI automations and integrations to improve reliability, performance, cost-effectiveness, and user experience. • Provide technical guidance, training, and enablement support to internal teams adopting AI-powered tools and workflows. • Participate as a collaborative member of an Agile team and contribute to continuous improvement of engineering practices and delivery standards. • Perform other duties as assigned.