Lido Advisors, LLC

• Own the end-to-end architecture, hands-on development, and ongoing evolution of core platform capabilities • Partner with and support the Data Platform team on data-domain and AI-driven applications that they own • Own and evolve the platform’s CI/CD infrastructure, pipelines, and deployment tooling • Build and lead strong cross-functional partnerships with technology teams to align platform strategy • Drive platform modernization while maintaining security, compliance, auditability, and resilience • Establish engineering best practices, CI/CD pipelines, observability, and platform governance

• Lead discovery sessions with business users to understand current processes, pain points, and desired future state. • Elicit, document, and validate requirements using process flows, user stories, acceptance criteria, and functional specifications. • Serve as a primary point of contact for business stakeholders to manage scope, priorities, timelines, and expectations. • Facilitate ongoing intake and prioritization of enhancements and defects, maintaining a well-groomed delivery backlog. • Translate requirements into Salesforce solutions leveraging configuration-first best practices (objects/fields, record types, page layouts, validation rules, flows, approval processes, reports/dashboards). • Partner with Salesforce Developers / Architects to define the right approach when programmatic solutions are needed. • Ensure solution designs consider data quality, security model, scalability, maintainability, and user adoption. • Own end-to-end delivery coordination: sprint planning support, backlog refinement, dependency tracking, and cross-functional communication. • Coordinate with internal/offshore delivery resources to clarify requirements, review deliverables, and manage handoffs. • Drive UAT: build test scripts, coordinate testing cycles, triage issues, and validate fixes prior to release. • Support release management activities (change documentation, release notes, enablement communications). • Collaborate with technical teams on data mapping, field usage standards, data quality controls, and migration support. • Support integration-related analysis by documenting integration requirements, data contracts, and error-handling needs (e.g., REST/API based integrations). • Help optimize operational workflows that support financial services processes (e.g., onboarding, service requests, activities, reporting). • Create and maintain end-user documentation, SOPs, and job aids. • Partner with enablement teams to deliver training sessions and reinforce process compliance and consistency. • Track adoption feedback and propose improvements for usability, efficiency, and standardization. • Maintain configuration and technical documentation in the team's knowledge base. • Provide Level 3 support for production issues, including troubleshooting, root-cause analysis, and coordination with business and technical teams. • Build familiarity with Lido’s broader data and automation ecosystem, including AI-enabled Salesforce capabilities, Salesforce Data Cloud / Data 360, Snowflake, reporting, and analytics tools.