• Lead onboarding sessions that demonstrate how to set up, configure, and manage AI agents. • Educate customers on best practices and recommended configurations for building effective AI agents. • Help customers translate their business goals into clear agent structures, prompts, workflows, and inputs. • Guide clients through onboarding steps while empowering them to complete configurations independently. • Set and manage onboarding expectations in collaboration with Sales and Technical Account Managers. • Maintain proactive communication with customers, providing updates, feedback, and clear next steps. • Collect and validate required information and assets needed for successful agent creation. • Oversee onboarding timelines, milestones, and scheduled tasks. • Ensure onboarding completion meets client expectations and internal quality standards. • Identify knowledge gaps and provide additional guidance, training, or documentation as needed. • Coordinate a smooth handoff to the Customer Success Team Lead once onboarding is complete. • Other duties as assigned

• Lead independent POV engagements with enterprise prospects, designing custom ontologies and configuring solutions within 3-5 day cycles • Conduct technical discovery and present solutions to Data Engineers, Enterprise Architects, and AI/ML Engineers • Support Account Executives throughout sales cycles with primary ownership during technical evaluation and POV phases • Work directly with Engineering on technical challenges and custom implementations during POVs • Continue engagement through deal closing and initial customer onboarding alongside Customer Success • Support existing customer expansion opportunities as part of land-and-expand strategy • Collaborate with Field CTO to build reusable ontology templates and POV best practices

• Deliver industry leading consultant services to Trace 3 customers. • Support development of IAM strategy, roadmap, and architecture across key IAM components: • Authentication • Authorization • Identity Governance and Administration (IGA) • Privileged Access Management (PAM) • Support design and deployment of IAM products and services. • Support industry standards, regulatory compliance, and customer business requirements. • Drive IAM root cause analysis, support, troubleshooting, and post mortem for incidents and service issues. • Perform systems modeling, simulation, and analysis to identify, analyze, and resolve problems. • Support the modernization of on-premises identity solutions, or migration to modern, cloud-native offerings • Lead IAM initiatives around tenant consolidations, identity maturity, and M&A activities • Maintain, upgrade, and support existing customer IAM systems. • Develop technical documentation for both logical and physical systems. • Provide technical guidance and best practices to customers as needed. • Collaborate with other departments to develop business cases associated with new project requests. • Stay current with industry certifications in Identity and Access Management disciplines. • Stay current with industry trends and how they might impact tools, training, and support of existing and potential customers. • Provide leadership, coaching and mentoring to other team members. • Perform other duties as required or assigned.

• Lead technical implementations for customer-specific deployments and create processes to streamline rollouts • Define and maintain deployment specs, data flows, and API requirements • Investigate EHR data sources; design and support integrations via FHIR, HL7, custom APIs • Work alongside AI researchers, internal development teams, and clinical/RCM experts to help drive long-term product strategy • Execute model validation workflows and coordinate release testing for new features • Monitor production health, respond to customer reported issues, and escalate as needed • Partner with clients to gather technical requirements and guide implementations • Drive key organizational initiatives, support agile ceremonies, and contribute to process improvements • Serve as the technical point of contact for third-party vendors and integrations