• Makes clients wildly successful through their onboarding to Softdocs applications • Partners with Project Managers to ensure satisfactory client communication and understanding of project deliverables and deadlines • Partners with Business Solution Consultants on the business-oriented processes of new deployments, sharing the technical components of new deployments with them • Works across multiple projects and project teams simultaneously to anticipate and manage changes in projects • Takes ownership of the technical components of new deployments • Delivers a superior client onboarding experience by walking the client through any technical requirements that will be owned from the client side • Ensures each client successfully achieves their desired outcomes from using our products and services by collecting information we need to provision their Etrieve environment and make it available, ready to integrate with other systems • Executes data migration when a new client is transitioning from a previous imaging software to Softdocs’ Etrieve (i.e., data mapping, data translation, data imports)

• Act as a trusted advisor for customers and their technical needs, challenges, and goals during pre-sales engagements • Participate in sales calls and business development meetings, often as the primary technical contact; travel as required to support on-site engagements • Discover real mission needs beyond surface-level requirements; ask probing questions to understand the core mission challenges and align our solutions accordingly • Architect solutions based on potential customer requirements and articulate those solutions • Maintain technical demo environments and lead live, hands-on demonstrations of our UDS Core platform and capabilities • Build and deliver technical proof-of-concepts, including live installations and technical walkthroughs to validate platform capabilities in real time • Support the long defense sales process by staying engaged by delivering small proof-of-concepts, follow-up demos, and ongoing pre-sales technical support

• Architect, design, and implement scalable Anaplan solutions leveraging both Classic and Polaris engines. • Lead delivery of enterprise-grade workforce planning models across use cases such as: Contact center or support operations planning, Volume-driven workforce capacity planning, Operational workforce planning, Project resource planning. • Serve as the technical and functional authority for solution design, model structure, data architecture, hierarchy design, model performance optimization, and governance. • Partner with client stakeholders to assess current-state planning processes and design future-state solutions that improve forecasting, staffing, capacity, utilization, cost visibility, and decision support. • Collaborate with clients to define end-to-end planning architecture, including data flows, integrations, scenario management, reporting outputs, and user experience.

• Serve as the subject matter expert on parcel shipping, carrier networks, rate structures, accessorial charges, and supply chain optimization. • Translate complex logistics concepts into clear business value for prospects ranging from operations managers to C-suite executives. • Stay current on carrier program changes, industry trends, and competitive dynamics to keep Sifted’s positioning sharp. • Build compelling, executive-ready dashboards and visualizations using BI tools (Sigma, Power BI, Tableau, Looker, or similar) that turn raw shipping data into actionable insights. • Write and optimize SQL queries across modern data warehouses (Snowflake, BigQuery, Redshift) to support prospect evaluations, custom analyses, and proof-of-value engagements. • Translate customer data into KPIs, trend analyses, and savings models that quantify Sifted’s impact — not charts for the sake of charts. • Leverage advanced Excel skills (pivot tables, Power Query, financial modeling) because someone will always ask for the spreadsheet. • Partner with the sales team to lead pre-sales initiatives, product demos, and technical deep-dives with prospective clients. • Sit on sales calls and client meetings as the technical authority — building credibility, handling objections, and aligning Sifted’s platform to customer pain points. • Establish yourself as a trusted advisor to clients at every level, from shipping dock to boardroom. • Capture valuable customer feedback and funnel it to Product and Engineering to drive platform improvements. • Curate and deliver polished presentations that communicate Sifted’s value proposition with clarity and conviction.