Sweep

• Serve as a trusted technical advisor to customers, owning solution design from discovery through delivery • Lead technical scoping, architecture decisions, and hands-on implementation while managing multiple concurrent customer engagements • Lead customer discovery sessions to understand business requirements, technical constraints, and success criteria • Own technical scoping, solution architecture, and implementation plans for Salesforce-based solutions • Design and implement Salesforce solutions including data models, automation, security models, and custom functionality • Provide hands-on configuration and development using Sweep and Salesforce tools (Flows, Apex, Lightning components, etc.) • Serve as the primary technical and consultative point of contact for customers throughout the engagement • Manage multiple customer projects simultaneously, balancing timelines, scope, and technical complexity • Collaborate with internal Product and Engineering teams to align customer needs with product capabilities

• Serve as the primary contact for customers seeking assistance with Salesforce and Sweep. • Diagnose, troubleshoot, and resolve technical issues while ensuring a positive customer experience. • Provide personalized guidance and best practices to help customers optimize their use of both platforms. • Manage support tickets from submission to resolution, meeting response and resolution SLAs. • Accurately document all interactions, solutions, and follow-ups in the ticketing system. • Prioritize critical and time-sensitive cases to ensure timely resolution and customer satisfaction. • Assist with Salesforce and Sweep configurations, workflows, and user management. • Conduct regular system health checks to identify and prevent potential issues. • Contribute to ongoing improvements that enhance platform performance and usability. • Partner with product and engineering teams to escalate complex technical issues. • Share recurring feedback and insights to inform product and process improvements. • Track and report on support trends, resolution metrics, and customer satisfaction levels. • Develop and maintain support documentation, FAQs, and self-service resources. • Support onboarding with training sessions and workshops that help customers succeed with Salesforce and Sweep.

• Own and execute end-to-end sales strategy for a small set of strategic enterprise accounts • Drive new logo acquisition and expansion within large, complex organizations • Lead discovery with C-suite and senior leaders across IT, RevOps and Platform teams • Navigate multi-stakeholder buying committees and enterprise procurement processes • Position Sweep as a mission-critical platform tied to governance, scale, and AI readiness • Partner closely with Sales Engineering, Product, and Leadership on deal strategy • Build multi-year account plans aligned to customer business priorities • Maintain accurate forecasting and disciplined pipeline management • Represent the voice of the customer internally to influence roadmap and go-to-market strategy

• Lead customer discovery sessions to understand business requirements, technical constraints, and success criteria • Own technical scoping, solution architecture, and implementation plans for Salesforce-based solutions • Design and implement Salesforce solutions including data models, automation, security models, and custom functionality • Provide hands-on configuration and development using Sweep and Salesforce tools (Flows, Apex, Lightning components, etc.) • Serve as the primary technical and consultative point of contact for customers throughout the engagement • Manage multiple customer projects simultaneously, balancing timelines, scope, and technical complexity • Collaborate with internal Product and Engineering teams to align customer needs with product capabilities