• Support a wide range of Data & Analytics Transformation projects, spanning data strategy, analytics enablement, and technology integration. • Contribute knowledge and best practices related to critical business processes such as data governance and analytics modernization. • Provide insights into clients, sharing industry-leading practices and guiding them to optimal solutions. • Oversee project administration activities, encompassing project setup, planning, budgeting, account management, and billing, ensuring smooth project completion. • Proactively monitor industry trends and articulate their potential impact on clients. • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards. • Stay informed about emerging AI tools and techniques and collaborating with firm leadership to identify compliant opportunities to enhance client solutions and internal processes. • Mentor team members through coaching, regular ongoing feedback, annual performance reviews, and actively supporting project teams in resolving complex issues. • Build and nurture strong client relationships, serving as a trusted advisor who understands their business needs, identifies opportunities for new business, and delivers high-quality service. • Play an active role in attracting, interviewing, hiring, and retaining top talent. • Design and implement system-to-system integrations using APIs, webhooks, batch interfaces, and event-driven patterns. • Build and support automations across enterprise SaaS platforms (e.g., Coupa, ERP, finance, HR, CRM systems). • Develop reliable integration workflows with error handling, retries, idempotency, and partial failure management. • Perform data mapping and transformation between systems with differing schemas and data models. • Troubleshoot and resolve integration issues across authentication, data, and platform configuration layers. • Collaborate with business, security, and platform teams to understand requirements and constraints. • Produce clear integration documentation and operational runbooks. • Support integrations in production, including monitoring and incident response.

• Lead technical discovery and solution scoping for employer and higher-ed partnerships, ensuring feasibility, instructional alignment, and clean delivery handoffs • Shape program proposals and solution documentation with clear assumptions, constraints, and delivery implications • Support early-stage partner discovery, executive workshops, and flagship launches (up to ~30% travel), serving as CodePath’s technical authority in client conversations and building credibility with engineering leaders and executives • Act as the primary technical liaison between Sales and Curriculum, Product, and Delivery teams • Translate partner needs and market signals into clear internal inputs for packaging, iteration, and enablement • Develop technical sales enablement assets (talk tracks, FAQs, configuration guides) to accelerate deal cycles and delivery readiness • Assess technical and delivery feasibility of new partnership opportunities • Represent CodePath’s technical credibility with external stakeholders, across technical and non-technical audiences • Partner with Data and Delivery to evaluate pilot outcomes and support scalable rollout of validated solutions

• Own and drive the technical strategy for complex, high-impact opportunities • Lead advanced pre-sales engagements, including enterprise-scale architectures • Own and secure technical wins on large, complex, multi-stakeholder opportunities • Guide customers through complex integration and data migration considerations • Mentor and coach other Solutions Engineers

• Act as the functional lead on Salesforce implementations, owning discovery and requirements gathering, solution design and platform configuration strategy • Translate business requirements into scalable Salesforce solutions using clicks, not code • Lead client discovery sessions and workshops to uncover business needs and identify gaps • Serve as the Experience Cloud expert, designing and configuring partner and customer-facing portals • Guide solutioning efforts across Sales Cloud and Service Cloud, ensuring alignment with business objectives • Partner with Business Analysts, Technical Architects and QA teams to ensure solution scalability within the confines of testable user stories, acceptance criteria, and platform best practices • Present platform capabilities to clients in a relatable, non-technical way • Review configurations and solution design to ensure adherence to best practices • Support pre-sales and scoping discussions when needed, especially for Experience Cloud deals