• Own, extend, and optimize our AWS-based orchestration layer that powers lead routing, intelligent filtering, and automated chase sequences across the full intake lifecycle • Design, build, and maintain integrations across our core GTM stack: HubSpot, Filevine, PandaDoc, Aloware, Zoom, and CTM—ensuring seamless data flow and system reliability • Monitor data integrity across platforms, proactively diagnosing sync issues, schema changes, and upstream anomalies before they impact business operations • Develop and deploy automations that improve speed-to-contact, conversion rates, and overall intake efficiency • Build and extend custom HubSpot UI extensions that streamline intake workflows and surface critical data to operators • Develop internal tools, dashboards, and React-based components that empower teams to self-serve—reducing dependency on engineering for day-to-day needs • Build and maintain landing pages with forms for lead capture—clean, performant, conversion-optimized (React, Tailwind) • Support marketing with ad platform integrations (Google Ads, Meta) for attribution, conversion tracking, and campaign optimization • Design and build AI-powered agents for lead qualification, automated follow-up sequencing, and intelligent document processing • Leverage LLMs and emerging AI tools to accelerate experimentation, streamline workflows, and create intelligent automation across the GTM stack • Develop systems that extract and surface actionable insights from lead, case, and operational data—enabling smarter decision-making at scale • Partner in the design and building of a centralized data warehouse to support business intelligence, reporting, and strategic decision-making • Architect and maintain ETL pipelines that consolidate data from HubSpot, Filevine, and other operational systems into reliable, queryable datasets • Collaborate with stakeholders across the firm to translate ambiguous business questions into testable data models and reporting frameworks • Develop predictive models for case settlement valuations, leveraging historical case data and outcome patterns to inform case strategy • Manage multiple projects and shifting priorities in parallel, balancing speed with quality • Move fluidly between AWS infrastructure, API integrations, SQL analysis, and frontend development as the work demands • Perform end-to-end testing across systems (e.g., lead submission → HubSpot → orchestration layer → Filevine → case creation) • Document architectural decisions, system behaviors, and operational tradeoffs—building institutional knowledge that scales beyond any single person

• Configure and administer key saas tools and systems across IT and other functional areas: AI tools, Google Workspace, Office 365, SSO/IdP, Slack, Zoom, Notion, etc. • Act as the principal IT engineer for M&A system migration and integration projects (e.g. Office 365 to Google Workspace, Confluence to Notion). • Build new AI agents and workflows, and support AI readiness projects as a principal technical resource. • Integrate key systems to enhance business intelligence and data integrity across sources. • Implement SSO integrations for new and existing apps, including automated provisioning and deprovisioning. • Build and maintain a directory service that syncs key personnel data across company systems. • Manage IAM and RBAC, with roles syncing from a central directory. • Coordinate with GRC/Security teams to ensure IT system configurations meet or exceed compliance requirements. • Build and maintain documentation used by external MSP to administer internal systems and provide employee support. • Acting as a senior technical resource, contributing to projects and technical escalations across corporate IT, infrastructure and other areas.

• Serve as the operational bridge between the Revenue Systems Architect and all key stakeholder teams • Take ownership of frontline support, backlog execution, sprint hygiene, documentation, and change management • Work closely with developers, vendors, and business users to ensure stories are delivered on time • Manage sprint board in Jira • Participate in sprint planning, daily standups, backlog refinement, and retrospectives • Publish clear and concise sprint release notes at the end of every cycle • Maintain system documentation, user guides, and SOPs for all changes • Ensure sandbox testing, impact analysis, and structured deployments are followed • Provide training and knowledge support to end-users during change rollouts • Ensure accuracy of Opportunities, Orders, Leads, Contacts, and Accounts • Monitor and enforce data hygiene practices • Troubleshoot and maintain field mappings and sync logic across various tools

• Create, refine, and maintain the User Stories/Requirements for a project, map the user stories to features, develop epics and features, define the acceptance criteria, and partner with the Product Owner for user story traceability and refinement • Maintain, manage, and refine a prioritized backlog in partnership with the Product Owner • Adhere to Agile principles and philosophies (Scrum or Kanban, as applicable) in fulfillment of the role. • Mentor and guide other team members on Agile best practices and analysis techniques & tools. • Foundational understanding of API technologies and data flows to translate technical jargon between the Product Owner, QA analysts, developers and the stakeholders of the business so that all partners are working towards a common goal. • Utilizes advanced critical/analytical thinking skills to identify process gaps and potential project risks, then uses problem solving skills to brainstorm solutions with the team. • Document business processes, functional specifications, non-functional specifications, and technical specifications. • Perform detailed data mapping and data modeling, as well as create network topology diagrams, and process flow diagrams. • Ensure compliance with all the audit requirements of the company. • Leads research and analysis to identify trends, patterns, and insights that support the product owner and stakeholders in the decision-making process. • Create complex SQL queries and help map the data elements as needed, collaborate with multiple stakeholders to elicit requirements and lead story estimation for data or application development projects. • Develop expertise in systems’ gap and impact analysis to eliminate product inefficiencies. • Remain up-to-date on current technology trends, software development life cycle methodologies and best practices. • Lead department initiatives with limited supervision. • Provide mentoring and training to junior team members. • Perform other duties as assigned.