UFS Tech

• Manage, coach, and support a team of quoting and SOW specialists supporting Product, Sales, Operations, and Finance stakeholders. • Manage the day-to-day CPQ process within Salesforce, including product configuration, pricing rule application, discount approval workflows, and quote-to-order handoff integrity. • Support quality and consistency of Statement of Work documents across professional services and bank application engagements by applying established review and sign-off standards. • Serve as an escalation point for quoting questions, pricing exceptions, and SOW scope clarifications, coordinating with Product, Sales, Finance, Legal, and senior leaders as needed. • Partner with Managed Services delivery leads to ensure SOW scope accurately reflects resource models, SLAs, and contractual obligations. • Maintain and recommend improvements to quoting templates, SOW libraries, and process documentation to reduce cycle time and error rates. • Track and share operational metrics, including quote turnaround time, SOW approval cycle, and revision rates, with leadership on an established cadence. • Ensure all quoting and SOW activity adheres to applicable financial services regulatory requirements, internal controls, and GLBA information handling standards. • Collaborate with Finance to align quote-to-cash processes with revenue recognition policies and billing operations. • Participate in Salesforce CPQ enhancement projects, including migration planning toward Revenue Cloud as applicable.

• Design and own the Infrastructure-as-Code baseline that enables dedicated single-tenant or on-premises deployment with minimal per-customer effort • Stand up and operate Docker and Kubernetes (and K3s for small or in-bank installs), ingress, load balancing, and the CI/CD pipeline • Build and maintain the secrets and certificate story and the observability stack • Define environment promotion, release automation, and rollback procedures — making deployments boring and repeatable • Partner with Security on encryption, network isolation, and exam-ready hardening aligned to regulatory guidance • Right-size and operate GPU and inference infrastructure as the AI workload grows • Establish on-call, SLOs, and capacity planning practices ahead of beta scale-up • Document deployment architecture and operating procedures to support customer due diligence and audit readiness

• Design the lakehouse: Apache Iceberg (or similar technology) on object storage, a catalog for table management and per-bank isolation, dbt models, and a query engine • Build secure, least-privilege ingestion from bank systems — log-based CDC where permitted, with query-based and batch/SFTP fallbacks, plus an in-bank collector pattern • Own data modeling for the semantic and metric layer (deposits, concentration, uninsured exposure, asset quality, and peer groups) • Handle schema drift, data quality, and reconciliation; make ingestion observable and recoverable • Partner with the AI/ML team on the structured-query path and with Security on PII classification at landing, in alignment with regulatory data-handling requirements • Document data lineage, transformation logic, and access controls to support audit and exam readiness • Define and enforce data contracts, quality thresholds, and alerting for pipeline failures

• Build Navanta’s retrieval and verifications over data systems, with shown queries and citations for every answer • Stand up self-hosted open-weight models serving and embeddings inside each bank’s environment or shared environments for Navanta; evolve RAG to a dedicated standard • Design the MCP tool layer that exposes a small, audited set of read-only tools (metrics, documents, customer 360), eventually growing into read/write tools with heavy amounts of regulated, highly sensitive data • Build and maintain the evaluation harness — golden-question regression, groundedness and retrieval metrics, explicit “I don’t know” behavior — and make it a release gate • Implement LLM guardrails: PII redaction in prompts and context, prompt-injection defenses, and cost and row limits aligned to regulatory security expectations • Partner with data teams so the model selects governed metrics from the semantic layer rather than improvising SQL • Document model architecture, evaluation methodology, and guardrail controls to support customer security reviews and audit readiness • Track latency, cost, and quality trade-offs across model versions and deployment configurations

• Run discovery with design-partner banks and translate real workflows into the semantic and metric model and the product roadmap • Define and maintain the golden-question set — the verified questions and answers that gate every release • Prioritize early delivery, managing trade-offs between speed, accuracy, and security in an on-premises, regulated-institution context • Own the AI product narrative for bankers and for procurement and security stakeholders • Partner with design and engineering and facilitate cross-functional teams on a banker-friendly experience, scope and sequencing, and product enablement, including piloting with clients • Manage the product lifecycle for AI-enabled banking solutions — systems integration, analytics, roadmap planning, and product collateral and positioning for new and existing products • Research market trends and conduct competitive analysis to inform product positioning, objectives, and roadmap priorities • Partner with vendors and third-party strategic partners to support new and existing product initiatives • Define success metrics and instrument product adoption

• Answers, evaluates and prioritizes service requests received via phone, voicemail, email, etc. specifically related to banking software support. • Logs and tracks all requests using company’s customer management tracking system, including documenting all actions taken to resolve requests • Assists in implementation of new software releases for applications responsible for supporting bank processing • Documents resolutions in a central location for knowledge sharing internally and with customers • Participates on bank conversion/merger/acquisition teams as needed • Assists with Major Projects and Initiatives as assigned • Participates in assessments, project planning and client meetings • Works with third party vendors on behalf of customers • Analyzes and evaluates service requests to identify trends and make recommendations

• Answers, evaluates and prioritizes service requests received via phone, voicemail, email, etc. specifically related to banking software support. • Logs and tracks all requests using company’s customer management tracking system, including documenting all actions taken to resolve requests • Assists in implementation of new software releases for applications responsible for supporting bank processing • Documents resolutions in a central location for knowledge sharing internally and with customers • Participates on bank conversion/merger/acquisition teams as needed • Assists with Major Projects and Initiatives as assigned • Participates in assessments, project planning and client meetings • Works with third party vendors on behalf of customers • Analyzes and evaluates service requests to identify trends and make recommendations • Other duties as assigned

• Provide support to Navanta customers for questions, issues, incidents, problems related to digital banking products and services • Answer, evaluate and prioritize service requests received via phone, voicemail, email, etc. specifically related to digital banking products and services • Accurately assess our customer’s requests using targeted and detailed questions to fully comprehend the need, leading to a satisfactory resolution • Log and track all requests using the Navanta customer management tracking system, including documenting all actions taken to resolve requests • Document resolutions in a central location for knowledge sharing internally and with customers • Manage service request queue to ensure that customer communication is timely and meets established SLA’s • Analyze and evaluate service requests to identify trends and make recommendations • Work with third party vendors on behalf of Navanta and our customers • Assist in implementation of new software releases for digital banking products and services • Participate on bank conversion/merger/acquisition teams as needed • Assist with projects and strategic initiatives as assigned • Participate in training programs to continuously improve product knowledge and service skills • Other duties as assigned

• Conduct a high volume of outbound phone calls daily to identify and engage potential customers. • Send personalized and targeted outbound email sequences to generate interest and drive conversions. • Leverage multiple channels (phone, email, social touches) to increase connect rates and establish contact with decision-makers. • Qualify prospects through cold calls and follow ups to understand their pain points, needs, budgets, and timelines. • Maintain accurate and detailed notes in the CRM. • Build and nurture a consistent pipeline of early-stage opportunities for the sales team. • Schedule discovery meetings for Account Executives. • Track outreach activity and optimize performance using data-driven insights. • Provide pre-and-post webinar and event communication with prospects and clients as needed to drive attendance and follow-up conversations. • Utilize CRM systems (Salesforce, HubSpot, Gong) for lead management, tracking, and reporting. • Work with sales & marketing leadership to refine outreach scripts, email templates, and value messaging. • Use sales engagement platform (Gong) to manage sequences and touchpoints. • Partner closely with marketing to follow up on outbound campaigns and ensure alignment on messaging. • Share insights from market conversations to help guide product, marketing, and sales strategy.

• Provide support for assigned applications, ensuring high availability • Provide hands-on and remote troubleshooting and problem resolution • Drive efforts to proactively identify application or system issues improving availability and performance • Ensure application Service Level Agreements are exceeded by maintaining ownership of incidents through resolution • Complete projects, coordinate with team members and provide status updates • Track problems and bugs with vendors and communicate as resolutions are implemented • Responsible for vendor management; system OS, software, & infrastructure upgrades; gathering quotes; investment proposals; and change management • Responsible for providing financial information for budgeting and helping to forecast future spending needs • Coordinate the prompt diagnosis and resolution of infrastructure issues that have an impact on the production environment • Manage demands of deadlines that are responsible for all host services implementations and conversion-related activities • Perform troubleshooting techniques to solve problems, working with appropriate vendors for resolution • Stay current on security-related issues and analyze the impact on Navanta; making recommendations for security management and monitoring processes • Generate and maintain virtual servers; perform cloning tasks and snapshots and monitors performance for assigned systems and applications • Responsible for appliance/workstation/server security for supported systems and software • Responsible for backup strategy, documentation, and verification • Responsible for replication/high-availability strategy, documentation, and verification • Ensure vulnerabilities are managed with priority and aligned with the Navanta vulnerability policy • Perform all duties with a high level of change management aligned with Navanta change management policy • Systems’ performance and capacity monitoring and reporting • Assist in the installation, maintenance and support of company servers • Actively participate in special projects and strategic initiatives based on our priorities for the year • Perform other duties as assigned