• Lead end-to-end AI strategy engagements, including engagement planning, client management, delivery execution, and executive readouts. • Lead AI and GenAI strategy workshops with business and technology stakeholders to identify, structure, and prioritize high-value use cases, with minimal oversight. • Assess client current-state data, analytics, and AI maturity across people, process, technology, and governance; synthesize findings into clear strategic implications and recommendations. • Define future-state AI capabilities, operating models, and governance frameworks that enable scalable, responsible, and value-driven AI adoption. • Act as the AI solution architect within strategy engagements by designing conceptual and logical AI architectures, identifying appropriate AI patterns, and guiding platform and tooling decisions. • Translate strategic intent into execution-ready artifacts, including AI roadmaps, use-case backlogs, reference architectures, and delivery sequencing plans. • Partner closely across practice teams to ensure alignment between strategy, solution design, and downstream implementation. • Evaluate technical options and tradeoffs and make informed recommendations grounded in business objectives. • Develop business cases and value frameworks that quantify the expected impact of AI initiatives and support investment decisions. • Lead executive-level communications, including steering committee updates, decision briefings, and final strategy readouts.

• 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