InvestorFlow

• Design, develop, and maintain RESTful APIs using .NET Core. • Work with data from SQL (MS-SQL server) and NoSQL (MongoDb) databases and external APIs. • Ensure secure coding practices are followed throughout the development lifecycle. • Collaborate with cross-functional teams to integrate APIs with frontend and backend systems. • Optimize API performance and ensure scalability. • Write unit and integration tests to ensure code quality. • Participate in code reviews and contribute to continuous improvement. • Work with CI/CD pipelines and Infrastructure as Code (IaC) tools to automate deployments. • Leverage modern developer tools (e.g., GitHub Copilot) to improve productivity where appropriate.

• Serve as a senior product support resource, assisting clients by diagnosing, troubleshooting, and resolving complex technical issues. • Own support cases end-to-end, including investigation, communication, resolution, and follow-up. • Troubleshoot issues across application behavior, data, integrations, and system usage. • Clearly communicate findings, progress, and resolutions to clients and internal stakeholders. • Document support cases, root causes, and resolutions in a structured and consistent manner. • Proactively monitor system health and availability using established monitoring and alerting tools. • Respond to system alerts and anomalies in coordination with TechOps. • Support and validate infrastructure changes (e.g., maintenance windows, releases, configuration updates) to ensure they do not negatively impact clients. • Participate in incident response and post-incident review activities as needed. • Partner with Engineering, Product, and TechOps to resolve issues and improve product stability. • Perform root cause analysis and recommend preventative measures to reduce support volume. • Participate in incident, change, and problem management processes. • Identify opportunities to improve support workflows and platform reliability.

• Develop and execute upgrade plans for each product, including timing, risk assessments, mitigation strategies, rollback procedures, and handling of customizations or integrations for Release Management. • Execute Github Actions Pipelines as part of the upgrade deployment, following the SDLC. (Note: Some off-hours will be required.) • Understanding of branching, pull-requests, and analyzing deployment logs for success/failure. • Coordinate release planning and execution: schedule releases, track dependencies, run Go/No-Go reviews, communicate status, and document release notes/changelogs. • Proactively identify, recruit, and manage “canary” and “early-adopter” environments/customers to validate releases in real-world conditions. • Work closely with the DevOps team and collaborate to improve release velocity, reduce toil, and adopt progressive delivery techniques. • Perform upgrade readiness assessments, coordinate testing and deployment windows, and provide post-upgrade support. • Monitor and drive improvements in key adoption metrics: percentage of customers on the latest version, average time-to-upgrade, upgrade success rate, feature utilization rates, and reduction in post-upgrade support tickets. • Write and execute UPDATE, INSERT, and DELETE statements with appropriate WHERE clauses to safely modify production data. • Perform data corrections and bulk updates using joins and subqueries. • Create and manage temporary tables to stage and validate data before updates. • Use transactions (BEGIN / COMMIT / ROLLBACK) to ensure safe data modifications. • Apply JOINs (INNER, LEFT, RIGHT) to update data across related tables. • Write aggregate queries (GROUP BY, HAVING) to validate data accuracy before and after updates. • Use CASE statements for conditional updates. • Perform data reconciliation and validation checks post-update. • Ensure data integrity by understanding constraints (primary keys, foreign keys, unique constraints). • Conduct ad hoc reporting queries to support operations and troubleshooting. • Identify recurring upgrade challenges (e.g., common failures, documentation gaps, integration issues, or tooling limitations) and lead cross-functional initiatives to resolve them. • Contribute to internal documentation on release dependencies, account health, risks, and communication protocols. • Help maintain internal release notes, changelogs, migration guides, and adoption resources for internal use. • Provide technical assistance with various TechOps related projects and quarterly commitments.

• Develop and execute upgrade plans for each product, including timing, risk assessments, mitigation strategies, rollback procedures, and handling of customizations or integrations for Release Management. • Execute Github Actions Pipelines as part of the upgrade deployment, following the SDLC. • Coordinate release planning and execution: schedule releases, track dependencies, run Go/No-Go reviews, communicate status, and document release notes/changelogs. • Proactively identify, recruit, and manage “canary” and “early-adopter” environments/customers to validate releases in real-world conditions. • Work closely with the DevOps team and collaborate to improve release velocity, reduce toil, and adopt progressive delivery techniques. • Monitor and drive improvements in key adoption metrics: percentage of customers on the latest version, average time-to-upgrade, upgrade success rate, feature utilization rates, and reduction in post-upgrade support tickets.

• Support market research efforts to understand customer needs and pain points, contributing to product value propositions that align with business goals and revenue targets (ARR, NRR). • Assist senior product managers in identifying Minimum-Viable Products (MVPs), value-based target outcomes, and key “Jobs-To-Be-Done” across assigned product areas. • Help gather and analyze customer surveys, RFPs, and product analytics to understand customer motivations and behaviors, supporting data-driven product requirements. • Partner with UX/UI designers to deliver intuitive and delightful user experiences. • Develop, document, and evangelize product initiatives and features as well as sequence delivery plans to ensure scalable growth or create operational efficiencies for customers and in line with company business goals. (Product Board) • Drive product planning and create “Commit-to-Plan” product milestones across strategies, initiatives, and features on a release, quarterly, and annual basis. • Own the product backlog, prioritizing features and initiatives based on impact, outcomes, feasibility, customer needs, revenue targets, and innovation. • Collaborate with engineering teams to ensure timely delivery of high-quality product releases, always shepherding and evangelizing key priorities. • Monitor product development progress, proactively removing roadblocks and ensuring smooth execution to ensure the product is introduced to the market as intended. • Demonstrate accountability from committed product plans through product delivery, including capabilities available to sell (demonstrate), implement (to new and existing SAAS environments), recognize revenue, and drive customer adoption and stickiness. • Serve as a key contributor across cross-functional teams, including design, engineering, marketing, sales, support, and implementation teams. • Help prepare and communicate product updates and priorities for stakeholder reviews across weekly, monthly, and quarterly cadences. • Contribute to “Tell-A-Story” presentations on product roadmaps, design options, and delivery plans for internal and external audiences. • Help facilitate feedback loops with customers and internal teams to continuously improve the product. • Assist in maintaining the product roadmap by gathering inputs, tracking progress, and ensuring alignment with company objectives. • Use data-driven insights to support product decisions, learning to balance short-term wins with long-term investments. • Support the tracking and reporting of Service Level Agreements (SLAs) to ensure reliability and performance commitments. • Help ensure product considerations are documented across initiatives—including supportability, risk, frictionless experiences, impact, and feasibility—and contribute inputs for sales cycles and customer implementations.

• Design and implement comprehensive monitoring strategies rather than owning observability platforms outright. • Collaborate with DevOps and Engineering on shared observability platforms (Grafana, Prometheus/Loki, Azure Monitor/Application Insights). • Define golden signals dashboards, measure SLOs/SLIs/error budgets, and help implement actionable alerting. • Drive structured logging standards, distributed tracing patterns, and OpenTelemetry implementation standards for teams to deploy and SRE to validate. • Conduct monitoring/auditing of production systems to ensure instrumentation completeness. • Take ownership of production incident response, lead incident handling, and drive remediation. • Conduct blameless post-incident reviews and ensure follow-through on action items. • Continuously improve operational processes, reliability practices, and team readiness. • Monitor system resource utilization and forecast future needs. • Tune autoscaling configurations in partnership with Engineering teams. • Evaluate capacity efficiency and support cost optimization strategies. • Validate DR environments and test failover processes—not build them. • Ensure DR capabilities are functioning as-designed with clear documentation. • Define and lead regular DR drills in partnership with Engineering/Platform teams. • Work with the Non-Functional Testing team on resilience and DR scenario simulations. • Support chaos experiment planning and validation as a nice-to-have capability.

• Develop and deliver new features for our Salesforce applications, including Apex, LWC, and integrations • Maintain existing Salesforce functionality, including Apex, legacy Aura components, and flows • Configure and customize Salesforce environments to meet the needs of the development, QA, and implementation teams • Diagnose and resolve complex issues in production environments • Assist in the design and delivery of complex product implementation requests • Create and maintain technical documentation and participate in code reviews • Follow Salesforce best practices for development and security, as well as company standards for code quality

• Serve as a senior product support resource, assisting clients by diagnosing, troubleshooting, and resolving complex technical issues. • Own support cases end-to-end, including investigation, communication, resolution, and follow-up. • Troubleshoot issues across application behavior, data, integrations, and system usage. • Clearly communicate findings, progress, and resolutions to clients and internal stakeholders. • Document support cases, root causes, and resolutions in a structured and consistent manner. • Contribute to internal knowledge bases and troubleshooting guides to reduce recurring issues. • Proactively monitor system health and availability using established monitoring and alerting tools. • Respond to system alerts and anomalies in coordination with TechOps. • Support and validate infrastructure changes to ensure they do not negatively impact clients. • Partner with Engineering, Product, and TechOps to resolve issues and improve product stability. • Perform root cause analysis and recommend preventative measures to reduce support volume.

• Design, build, and maintain scalable backend services using Python and modern frameworks (e.g., Django) • Contribute to the modernization of the platform by migrating existing services to Python • Develop data integration services and connectors to support multiple products and clients • Work with SQL and NoSQL databases, as well as caching technologies, to ensure performance and reliability • Build, test, and maintain clean, well-structured, and well-documented code following best practices • Collaborate closely with product managers, engineers, and cross-functional teams in an Agile environment • Participate in code reviews, architecture discussions, and technical decision-making • Use Git for version control and follow CI/CD practices for efficient and reliable deployments • Leverage Docker and Kubernetes to build and scale highly available applications • Analyze and work with large datasets, supporting data processing and analytics initiatives • Take ownership of features and services from design through deployment and maintenance • Troubleshoot, debug, and resolve complex technical issues independently and collaboratively • Communicate clearly and effectively in English, both verbally and in writing