GridUnity

• Own and maintain GridUnity’s Market Map as a strategic decision tool, providing a clear, structured view of the interconnection and planning ecosystem — including competitive positioning, business structure, ecosystem dynamics, and emerging risks. • Develop and maintain competitive intelligence on key players, adjacent solutions, and new entrants, including capabilities, positioning, and potential impact on GridUnity strategy. • Identify competitive dynamics, whitespace opportunities, and structural market shifts that inform product direction and differentiation. • Define and maintain GridUnity’s “compete, coexist, or integrate” posture across adjacent solution categories, translating ecosystem analysis into clear recommendations for leadership. • Integrate outputs from competitive intelligence, regulatory monitoring, tariff analysis, Market Radar, and Voice of Customer activities into decision-ready insights for executive leadership. • Lead development of market, competitive, customer, and regulatory implication briefs, translating signals into clear product, positioning, and capability implications. • Ensure insight quality, consistency, and relevance across the Product Strategy Library, with a focus on decision usability and strategic clarity. • Develop GridUnity’s product partnership strategy — identifying, evaluating, and prioritizing with leadership buy-in technology, integration, and ecosystem partnerships surfaced through Market Map and competitive intelligence work. • Lead the full lifecycle of strategic product partnerships: from opportunity identification and business case development through management of negotiations and ongoing relationships. • Lay the ground work, recommend structures, and manage product partnerships, including leading or managing negotiations (as appropriate to size and sensitivity) for technology integrations, API partnerships, ecosystem alliances, and other strategic product relationships. • Coordinate with Sales and commercial teams where product partnerships intersect with go-to-market relationships, serving as the responsible owner of product partnership strategy across the organization. • Serve as Product Enablement’s lead in roadmap and strategy discussions, providing market, competitive, partner, and regulatory context, framing, and informed judgment. • Provide market, competitive, and regulatory perspective to the Product Alignment Council, Product Lifecycle Council, and other leadership forums. • Collaborate with Product, Customer Experience, and Sales to ensure insights are embedded into planning, rollout, and adoption strategies. • Provide functional leadership across insight activities, setting priorities, standards, and synthesis approaches, including competitive intelligence and market analysis frameworks. • Partner closely with analysts and subject matter experts cross-functionally to guide work without formal line management. • Support evolution of Product Enablement processes to ensure scalability and long-term value, particularly in market intelligence and decision-support infrastructure.

• Understand each customer’s workflows, KPIs, and constraints. • Translate business needs into clear, testable requirements. • Distinguish between regulatory requirements, customer must-haves, and nice-to-haves. • Develop a detailed knowledge of our product to map requirements to existing features, upcoming roadmap items, and needed customizations. • Explain the value of solutions in terms of data quality, regulatory compliance, and operational efficiency. • Define how GridUnity and customer systems exchange data. • Map fields, identify transformations, and validate data. • Guide configuration of GridUnity products and ensure customer IT environments are ready. • Partner with Project Managers and the CX team to plan and run User Acceptance Testing. • Track issues, support defect triage, and manage readiness checklists. • Coordinate cutover activities with customers and internal teams. • Work with BAs to document requirements and compare them to market best practices and product capabilities. • Create clear source-to-target data mappings, confirm data ownership and quality rules, and review historical data to reduce risk. • Identify future integration opportunities. • Contribute to Statements of Work and scoping workshops. • Act as the technical liaison during sales and early project phases. • Support or deliver product demos and training. Ensure clean handoffs to customer administrators and support teams.

• Partner with the CFO and the Operations Team to set HR priorities, translate strategy into action, and measure progress • Audit and refine HR processes, documentation, and workflows to create a cohesive operating model • Provide guidance, structure, and support to the HR Manager while strengthening team capacity • Champion our values throughout all people programs and communication • Support assessment and selection of future HRIS or relevant HR software • Lead full-cycle recruiting alongside the HR Manager in the US • Improve and edit our recruiting playbook for scalability • Refine or redesign the performance management cycle • Audit currently fragmented L&D practices • Strengthen and standardize the entire employee lifecycle

• Lead the successful execution of customer implementation and enhancement projects from initiation through delivery. • Develop and manage detailed project plans, timelines, and budgets. • Coordinate cross-functional teams—including Product, Engineering, and Customer Success—to ensure alignment on scope and deliverables. • Act as a key point of contact for customer stakeholders, providing proactive communication and managing expectations throughout the project lifecycle. • Identify and manage risks, issues, and dependencies; escalate and resolve when needed. • Track project performance against goals and deliver regular status reports to internal and external stakeholders. • Orchestrate UAT, performance testing, and readiness reviews; ensure defects are prioritized and resolved to exit criteria. • Drive change management: training plans, stakeholder communications, SOP updates, and post‑go‑live hypercare. • Manage contracts/SOWs, baselines, and change requests; track burn, invoicing milestones, and margin. • Identify and mitigate delivery risks and cross‑program dependencies; escalate with options and recommendations. • Apply project management methodologies and best practices to drive process efficiency and consistency across the CX organization.

• Understand each customer’s workflows, KPIs, and constraints. • Translate business needs into clear, testable requirements. • Distinguish between regulatory requirements, customer must-haves, and nice-to-haves. • Develop a detailed knowledge of our product to map requirements to existing features, upcoming roadmap items, and needed customizations. • Explain the value of solutions in terms of data quality, regulatory compliance, and operational efficiency. • Define how GridUnity and customer systems exchange data. • Map fields, identify transformations, and validate data. • Guide configuration of GridUnity products and ensure customer IT environments are ready. • Partner with Project Managers and the CX team to plan and run User Acceptance Testing. • Track issues, support defect triage, and manage readiness checklists. • Coordinate cutover activities with customers and internal teams. • Work with BAs to document requirements and compare them to market best practices and product capabilities. • Create clear source-to-target data mappings, confirm data ownership and quality rules, and review historical data to reduce risk. • Identify future integration opportunities. • Contribute to Statements of Work and scoping workshops. • Act as the technical liaison during sales and early project phases. • Support or deliver product demos and training. Ensure clean handoffs to customer administrators and support teams.

• Own and maintain GridUnity’s Market Map as a strategic product decision tool, providing a clear, structured view of the interconnection and planning ecosystem, including competitive positioning, market structure, ecosystem dynamics, and emerging risks. • Develop and maintain competitive intelligence on key players, adjacent solutions, and new entrants, including capabilities, positioning, and potential impact on GridUnity strategy. • Identify competitive threats, whitespace opportunities, and structural market shifts that inform product direction and differentiation. • Integrate outputs from competitive intelligence, regulatory monitoring, tariff analysis, Market Radar, and Voice of Customer activities into decision-ready insights for executive leadership. • Lead development of market, competitive, customer, and regulatory implication briefs, translating signals into clear product, positioning, and capability implications. • Ensure insight quality, consistency, and relevance across the Product Strategy Library, with a focus on decision usability and strategic clarity. • Serve as Product Enablement’s primary partner in roadmap and strategy discussions, providing market, competitive, partner, and regulatory context, framing, and informed judgment. • Provide market, competitive, and regulatory perspective to the Product Alignment Council, Product Lifecycle Council, and other leadership forums. • Collaborate with Product, Customer Experience, and Sales to ensure insights are embedded into planning, rollout, and adoption strategies. • Provide functional leadership across insight activities, setting priorities, standards, and synthesis approaches, including competitive intelligence and market analysis frameworks. • Partner closely with analysts and subject matter experts cross-functionally to guide work without formal line management. • Support evolution of Enablement processes to ensure scalability and long-term value, particularly in market intelligence and decision-support infrastructure.

• Develop and lead the company-wide information security strategy aligned to business goals. (Annual planning; ongoing oversight) • Establish and manage the risk management program, including regular reporting to executive leadership. (Quarterly reporting; ongoing monitoring) • Own SOC 2 Type 2, NIST 800-171, and other required audits end-to-end. (Annual; intensive during audit windows) • Serve as the primary point of contact for auditors and ensure continuous audit readiness. (Ongoing) • Maintain and evolve security policies, standards, and controls, including AI/LLM governance. (Quarterly review; updates as needed) • Lead incident response planning and periodic tabletop exercises. (Annual/Semi-Annual) • Partner with Engineering to ensure secure architecture, SDLC, and cloud security practices. (Ongoing) • Oversee vulnerability management, access controls, and vendor risk management. (Ongoing) • Lead customer security assurance efforts, including questionnaires and enterprise security discussions. (As needed)

• Lead the design, development, and delivery of high-scale, data-driven applications across the full stack • Mentor and guide engineers through code reviews, design discussions, and pairing sessions, raising the technical bar across the team • Champion engineering best practices, driving improvements in scalability, reliability, observability, and security • Collaborate closely with product managers and cross-functional teammates to translate business needs into elegant, well-architected solutions • Influence system architecture decisions and take the lead on high-impact technical initiatives • Serve as a steward of good data practices, ensuring privacy, security, and accuracy of critical datasets • Act as a change agent within the engineering organization—introducing new tools, workflows, and approaches that improve how we deliver software • Contribute thought leadership and technical expertise to support our long-term product and technology strategy

• Own the definition and evolution of the user experience across GridUnity’s platform, ensuring clarity, usability, and consistency across technologies, features, workflows, and shared platform patterns. • Establish and maintain UX patterns, interaction models, and design standards that support product scalability and reuse and development speed. • Serve as the primary steward of UX standards and best practices, enabling consistent, high-quality experiences across teams and product areas. • Define and track UX success metrics, using qualitative and quantitative insights to evaluate experience quality and inform continuous improvement. • Communicate UX insights, risks, and recommendations to senior leadership to inform product decisions. • Partner with Product Owners to translate product strategy, roadmap priorities, and requirements into clear user flows, wireframes, and prototypes. • Collaborate with the Insights team to incorporate market, regulatory, and Voice of Customer insights into experience design. • Plan and conduct user research (e.g., interviews, workflow walkthroughs, usability testing) to validate assumptions and uncover UX risks and opportunities, with an emphasis on real-world workflows, edge cases, and operational constraints. • Work closely with Engineering to ensure designs are feasible, well understood, and faithfully implemented, including consideration of edge cases, error states, data availability, permissions, and system constraints.

• Own and maintain GridUnity’s Market Map, providing a clear, structured view of the interconnection and planning ecosystem, including regulatory drivers, market structure, competitive positioning, and emerging risks. • Synthesize regulatory, customer, and market signals into coherent narratives that inform product strategy, roadmap planning, and investment decisions. • Identify structural market shifts, regulatory inflection points, and emerging customer needs that may impact GridUnity’s platform strategy. • Integrate outputs from regulatory monitoring, tariff analysis, Market Radar, and VoC activities into decision-ready insights for Product leadership. • Lead development of market, customer, and regulatory implication briefs, translating signals into clear product and capability implications. • Ensure insight quality, consistency, and relevance across the Product Strategy Library. • Serve as Product Enablement’s primary partner in roadmap and strategy discussions, providing context, framing, and informed judgment. • Provide regulatory and market perspective to the Product Alignment Council, Product Lifecycle Council, and other leadership forums. • Collaborate with Product, Customer Experience, and Sales to ensure insights are embedded into planning, rollout, and adoption strategies. • Provide functional leadership across insight activities, setting priorities, standards, and synthesis approaches. • Partner closely with analysts and subject matter experts to guide work without formal line management. • Support evolution of Enablement processes to ensure scalability and long-term value.