GridUnity

• 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.

• Own the Technical Win in Strategic Deals • Lead all technical aspects of the sales cycle for large, complex enterprise accounts • Translate customer business problems into clear, credible technical solutions • Ensure proposed solutions are feasible, defensible, and aligned with customer operational realities • Serve as the trusted technical voice with engineers, planners, IT professionals, and executive stakeholders • Deliver Compelling, Outcome-Driven Demos & Workshops • Design and deliver demos aligned to customer workflows, pain points, and success metrics • Tailor demonstrations for different personas, including engineering, operations, and leadership • Run technical deep dives, whiteboarding sessions, and proof-of-concept workshops • Clearly articulate why the solution works, not just what it does • Partner Closely with Sales to Shape Strategy • Collaborate with account executives on discovery, deal strategy, and positioning • Help qualify opportunities by assessing technical fit, complexity, and risk early • Influence pricing, packaging, and scope by grounding proposals in technical reality • Anticipate objections and equip sales partners with credible, technically sound responses • Bridge Customer Needs Back to Product & Engineering • Act as a feedback loop between customers and internal product and engineering teams • Distinguish true product gaps from solvable configuration or process issues • Advocate for scalable, standards-based solutions over one-off customizations • Help inform roadmap prioritization based on revenue impact and strategic value • Establish Credibility, Trust, and Long-Term Value • Build trust with senior technical stakeholders through honesty, precision, and reliability • Set clear expectations around capabilities, timelines, and outcomes • Support smooth handoff to implementation and customer success teams • Represent GridUnity as a long-term thought partner, not just a product expert