• InEight Documents Implementation & Configuration • Lead end-to-end implementation of InEight Documents: environment setup, permissions, roles, folders, metadata, and audit controls. • Configure business rules and automated workflows for submittals, RFIs, transmittals, review/approval cycles, revisions, and closeout packages. • Design and maintain document numbering schemes, revision strategies, and naming conventions aligned to company standards and contracts. • Build and optimize templates, checklists, and forms; manage document attributes and custom fields for traceability. • Integrate distribution matrices, review durations/SLAs, and exception handling (overdue, rework, reissue). • Enable robust searchability and classification through controlled taxonomies, metadata, tags, and controlled vocabularies. • Data Migration & Integrations • Lead data migration from legacy systems (e.g., network drives, SharePoint, other DMS/EDMS tools) including mapping, cleansing, deduplication, and validation. • Collaborate with stakeholders to configure integrations with ERP, scheduling, cost management, and other tools • Define and execute UAT and cutover plans; manage go/no-go readiness. • Stakeholder Enablement & Change Management • Facilitate requirements workshops with Document Control, Engineering, Construction, and PMO stakeholders. • Develop training (live, LMS, and job aids) and deliver role-based enablement for admins, document controllers, reviewers, and external partners. • Champion adoption: conduct floorwalking, office hours, and post‑go‑live support with measurable outcomes. • Serve as liaison to InEight and vendor partners for escalations, enhancements, and roadmap alignment. • Reporting & Continuous Improvement • Build dashboards and reports (cycle times, overdue items, review bottlenecks, RFI/submittal throughput, compliance). • Monitor KPIs and drive continuous improvement to reduce turnaround times, improve data quality, and enhance user experience. • Document lessons learned, backlog of enhancements, and maintain an iterative release plan. • SOX control responsibilities may be part of this role, which are to be adhered to where applicable.

• Partner with Program Managers to understand client requirements, conduct feasibility studies, and define program scope and success criteria • Lead the configuration and enhancement of our low/no-code applications, translating client requirements into system logic (sometimes SQL and JavaScript are required) • Design custom workflows or leverage existing templates and best practices • Own the technical implementation end-to-end—from discovery through payments—ensuring applicants can successfully apply and receive funds • Proactively identify, document, and resolve technical issues with root cause analysis; monitor programs post-launch and iterate based on feedback • Perform comprehensive QA and testing before each program launch, validating logic, verifying data integrity, and confirming compliance • Respond to customer questions and communicate proactively about updates or changes that may impact their programs • Create and maintain detailed documentation for each implementation, including project plans, custom configurations, technical decisions, and best practices • Provide structured feedback to improve configuration processes and internal tools

• Lead end-to-end technical onboarding and implementation for new clients, serving as project lead from kickoff through go-live • Partner with clients to understand business needs and develop tailored implementation plans aligned to their use cases • Analyze business processes, gather and prioritize requirements, and deliver end-user training as defined by Statements of Work • Manage implementation project plans, timelines, and cross-functional coordination to ensure high-quality, on-time delivery • Collaborate closely with Sales, Product, DevOps, Support, and Community teams throughout the implementation lifecycle • Provide intermediate and advanced post-onboarding training on complex product features • Identify, troubleshoot, and resolve implementation issues while proactively mitigating risk • Conduct quality assurance, testing, and User Acceptance Testing to ensure product readiness and client satisfaction • Maintain deep product knowledge, assist with testing new features, and document evolving best practices • Serve as the Voice of the Customer by sharing feedback that informs product improvements and roadmap decisions • Provide Level II customer support on product usage and best practices • Support the sales process as a subject matter expert, including product demonstrations and RFP responses

• Onboarding new customers and creating custom workflows tailored to the needs of each office • Training new clinicians and dental teams to use the DentalMonitoring suite of solutions • Nurturing existing customers so they maximize the benefits of the DentalMonitoring Artificial Intelligence technology and dashboard • Building strong relationships with customers so they endorse the DentalMonitoring brand and continue to use and advocate the DentalMonitoring products • Acting as a technical bridge between the customers and DentalMonitoring platform • Supporting and attending local trade shows • Working and communicating with regional sales managers, customer success, inside sales, and sales representatives to provide the best onboarding experience for the customer • Influencing doctors and staff to adopt new protocols while alleviating any of the customers’ hesitations to adopt a disruptive technology • Traveling up to 60% to train and support in person office implementation