• Lead discovery calls and workshops with client stakeholders to understand business requirements across Sales, Marketing, and Service teams. • Design and architect scalable HubSpot solutions using Sales Hub, Marketing Hub, and Service Hub (Operations Hub experience is a plus). • Develop detailed project scopes and SOW-style documentation, including deliverables, assumptions, exclusions, and acceptance criteria. • Support pre-sales activities by reviewing requirements and ensuring proposed solutions are feasible for delivery. • Lead project kickoffs and coordinate closely with delivery and engineering teams to ensure successful execution and quality control. • Drive client adoption through onboarding programs, training coordination, and regular business review (QBR) sessions. • Support long-term client engagement and help transition clients into ongoing support or retainer relationships.

• Architect and build the agentic orchestration layer on top of Microsoft 365, designed to be LLM-agnostic from the start • Set up and configure Azure infrastructure (resource groups, Entra ID app registration, Azure AI Search, storage) • Integrate the Claude API with a locked system prompt; implement interaction logging so all 25 users contribute to a shared organisational knowledge base • Connect Word and Outlook via Microsoft Graph in Phase 1; expand to PowerPoint, Teams, SharePoint, and Excel in Phase 3 • Build branded document output templates (logo, colour palette, formatting) that lock in on all AI-generated exports • Implement role-based permissions, search guardrails, and an admin control panel • Provide regular project check-ins with the co-founder (1–2 hour daily overlap window) • Advise on scope and timeline — if something needs more time, say so early

• Be the Expert in the Room: Lead your customers and your cross functional peers through strong business and technical acumen by advising them on best practices that drive measurable value, advising customers to modernize and optimize their workflows across a variety of industries and use cases. • Lead Transformational Engagements: Partner with customers to design and implement strategic solutions, leveraging a broad range of Smartsheet capabilities to drive organizational change and maximize long-term value. • Design Modern Solutions: Lead in-depth discovery sessions to understand business challenges and design custom solutions that incorporate AI-native functionalities and best-in-class automation. • Iterate and Build: Develop Smartsheet solutions through prototyping and iterative sprints, incorporating frequent customer feedback to ensure the final product meets complex business needs. • Validate and Quality Test: Review solution designs through internal testing and facilitate user acceptance testing with stakeholders to ensure deliverable accuracy and depth. • Manage Project Outcomes: Take full ownership of project delivery, including timeline, deliverables, scope, and budget, while taking a proactive approach to mitigating risks in partnership with the customer team, internal project team, and internal account team. • Commit to Continuous Learning and Innovation: Stay current on rapidly evolving industry trends and Smartsheet capabilities, maintaining an open mindset toward testing, learning, and sharing new delivery methodologies. • Collaborate and Mentor: Partner with fellow consulting team members to share insights from customers and relevant industries and participate in the department’s mentor program both as a mentee and mentor. • Partner on Expansion Opportunities: Identify product and services expansion opportunities, collaborating closely with Sales to influence account strategy and drive customer growth. • Maintain Operational Standards: Consistently perform against individual and team KPIs, including target billable utilization, project margin targets, customer satisfaction ratings, and accurate data maintenance. • Other duties as assigned.

About Us We are a fast-growing startup (2.5 years in the market) entering a scaling phase. As we grow, operational efficiency becomes critical. Our focus is simple: - reduce unnecessary hiring through smart automation - eliminate manual work where possible - elevate team thinking toward AI-first problem solving What You’ll Do - Design and implement automation solutions using AI, low-code, and no-code tools - Identify repetitive workflows across teams (HR, Finance, Marketing, Support) and replace them with scalable systems - Independently define architecture and choose the right tools/stack - Collaborate with stakeholders to clarify requirements and shape solutions - Participate in brainstorming sessions to develop efficient, AI-driven approaches - Build lightweight internal tools and integrations - Present solutions and onboard teams - Run small workshops to improve AI literacy and adoption across the company Working Format - Part-time: 10–20 hours per week - ~10 hours/week overlapping with team for communication - Remaining hours flexible Hiring Process - Practical technical task - Discussion of your learning path and projects - Close evaluation of speed and quality during initial phase - Fast decision-making: if expectations are not met, we part ways quickly