• Engage with enterprise prospects to understand and assess customer requirements. • Prepare and deliver compelling demonstrations of Eptura’s platform focused on clear, measurable business outcomes. • Address technical objections and position yourself as a trusted advisor throughout the sales cycle. • Develop and communicate strategic technical approaches that align customer goals with Eptura’s unified platform capabilities. • Collaborate with Sales to influence decision criteria, shape deal strategy, and solve deal-level challenges. • Conduct discovery sessions, presentations, proofs of value, and other presales engagements that highlight Eptura’s value. • Build strong understanding through curiosity and active listening, offering customers a differentiated perspective on their challenges. • Participate in deal review meetings, clearly articulating recommendations and technical insights. • Serve as a thought leader across industries, sharing expertise on workplace transformation, asset management, and relevant technology trends.

• Ownership of end-to-end integration management and process workflows. • Responsible for high profile implementations, major projects, and special assignments. • Preparation of thorough spec analysis documentation for integration mapping efforts. • Drive accuracy and velocity of trading partner implementations throughout analysis, development, testing, deployment, and stability. • Oversee project testing and implementation; provide support when necessary. • Act as integration Subject Matter Expert for platform feature expansions, JSON enhancements, Data Transformation, Data Communications, etc. • Be a thought leader; driving integration development towards industry best practice with focus on standardizing business operations. • Communicate cross-functionally and develop long-term, sustainable technical solutions to satisfy requirements. • Mentorship and training of Integration Specialist I and Integration Specialist II. • Perform routine deployments in collaboration with your peers by leveraging Deployment Management best practices, Change Management standards, and reviewing all projects for production readiness. • Act as an escalation point for post-production support internally and externally to ensure implementations are successful. • Closely collaborate with your team of expert peers to prioritize, develop, manage, and troubleshoot integration capabilities. • Work closely with business partners, internal stakeholders, and product development to ensure expectations are met. • Ensure that project goals are met within given time and budget constraints.

• 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.