• Function as a solutions consultant, translating ambiguous questions into structured analyses with proven ability to communicate complex analyses clearly and concisely to external stakeholders • Serve as the owner for deal-related analyses, supporting new and existing LP partnerships across all Upstart products • Analyze deal economics, performance tradeoffs, risk/return profiles, and product configurations across Upstart’s offering • Translate analytical findings into clear recommendations that inform deal structuring, pricing, and strategic decisions. • Act as business partner to Capital Markets, Sales, Product, and Finance teams

• Owns end-to-end accountability for CE/Power Platform solution architecture and delivery, balancing business requirements, technical integrity, and delivery execution across the project lifecycle. • Assists the functional resources/business analysts with requirements gathering and provides design guidance for mid- to large-sized Dynamics 365 (CE) and Power Platform projects. Facilitates discussions with business and technical stakeholders to extract critical business requirements and present functional vision and solutions in software products, customizations, and integrations to meet those needs within Dynamics 365 (CE). • Deep knowledge of the Power Platform and Dynamics 365 CE (Sales, Customer Service, Field Service, Customer Insights – Journeys and Project Operations). Strong understanding of when to use native features and when it is appropriate to use custom development. Ability to successfully communicate this information to both internal and client teams. • Works with our implementation delivery team to develop a solution blueprint that includes an estimate, scope, assumptions, epics and features, implementation plan, technology solution, architecture diagrams, ERD, and business process diagram options to meet project goals and longer-term needs. • Provides leadership to the project team throughout the implementation to ensure accurate delivery of project plans. • Maintains knowledge of third-party software vendors to leverage complementary offerings and effectively compare and contrast solutions. • Provides current best practices and solution alternatives as part of functional or technical design documents. • Communicates complex topics regarding solutions and related projects to audiences both with and without deep technical skills. • Ability to be client-facing including effectively communicating with the client, leading meetings, and capturing and distributing action items. • Assists with upgrades of on-premises CRM environments. • Provides inputs to the project plans, estimates and scope for sales proposals and statements of work.

• Lead the product demonstration portion of Swiftly demos for transit agencies, transit operators, consultancies, and potential partners. • Partner with the relevant Account Executive/Account Manager to develop and drive a particular agency's strategy, angle, and pitch to best demonstrate Swiftly’s value and overcome blockers. • Drive revenue growth by developing and maintaining client relationships, identifying new business opportunities, building strong business cases, and providing technical expertise to support the sales process. SEs will work closely with our Sales and Product teams to ensure that our customers receive the best possible solutions to their needs. • Organize and run 2-3 day onsite workshops, where we train agency staff and help them see Swiftly's value for mid-sized and large agencies. • Run pilot periods, including limited-time free agency access to Swiftly, with the goal of deriving quantitative savings and results to inform a strong business case for mid-sized and large agencies. • Quickly understand complex engineering concepts and effectively communicate them to technical and non-technical audiences. • Build and maintain productive, high-trust relationships with agency staff and internal teams, providing technical expertise and support throughout the sales cycle. • Develop new tools and processes to assist with proving the value of Swiftly. • Serve as a technical resource and domain expert for internal teams. • Provide accurate, relevant first-line technical responses during all phases of the sales cycle. • Participate in sharing learnings and best practices with the SE team and beyond. Identify pain points and potential improvements for the function. • Represent Swiftly at conferences and events.

• Lead and coordinate multiple engineering initiatives and workstreams related to content pipelines, tools, and runtime integration. • Architect, implement, and productize SDKs, APIs, Blueprints, and reference pipelines. • Collaborate closely with internal product, platform, and research teams. • Work directly with Product Managers, Developer Relations, and Solution Architects. • Define technical standards and documentation for content ingestion, transformation, validation, and deployment. • Build high-quality, maintainable software with a focus on performance, adaptability, and observability in production environments. • Provide technical leadership and mentorship to engineering teams. • Drive project execution end-to-end.