• Partnering directly with Customer Success and Customer Support business stakeholders to understand goals, OKRs, and process pain points — translating them into technical solutions without a PM or BSA intermediary • Owning the full delivery lifecycle: requirements gathering, solution design, configuration, development, testing, deployment, documentation, and ongoing iteration • Building and maintaining solutions across G2's post-sale tech stack, including Salesforce (Sales Cloud, Service Cloud), Salesforce Experience Cloud, Forethought, Catalyst, Slack, and ZoomInfo • Developing within Salesforce using both declarative configuration and code — writing Apex classes, triggers, and Lightning Web Components (LWC) for solutions that go beyond what clicks can deliver • Designing and deploying AI-powered GTM workflows — leveraging tools like Claude Code, Dust, and native AI capabilities within the stack to automate and augment how CS and Support teams operate • Evaluating and integrating new tools as the ecosystem evolves, with a bias toward solutions that reduce manual work and accelerate time-to-value for business teams • Maintaining the reliability, performance, and governance of the systems you own — including documentation, change management, and proactive monitoring

• Design and lead end-to-end solution architecture on Salesforce, ensuring scalability, security, and alignment with business goals • Serve as the primary technical authority for development teams, stakeholders, and the client • Lead advanced implementations and configurations in Salesforce Health Cloud, ensuring compliance with healthcare industry standards (HIPAA and best practices) • Define development standards, data governance frameworks, and platform best practices • Collaborate with business teams to translate functional requirements into viable technical solutions • Evaluate and recommend integration solutions with external systems (EHR, third-party APIs, etc.) • Actively participate in code reviews, data model design, and architectural decisions • Manage the technical relationship with the client, communicating clearly and effectively in English

• Collaborate with stakeholders to understand pricing and billing processes • Document functional requirements and create solution architecture, System Architecture and Entity Relationship Diagram • Understanding of Quote to Cash end to end business process • Configure Salesforce CPQ for complex pricing, discounting, and bundling • Implement Salesforce Billing for invoicing, payment collection, and revenue recognition. • Design subscription and recurring revenue models • Experience building Usage products • Guide clients to make buy vs. build decisions • Design integrations with NetSuite, ERP systems, Payment gateways, and tax engines and implement them • Develop custom workflows, approval processes, and automation for CPQ and Billing • Configure reports and dashboards as per client requirement • Prepare configuration runbooks and guide development team • Create documentation for CPQ billing processes and Conduct user training • Support deployment and post-implementation enhancements

• Collaborate with stakeholders to understand business processes and translate them into Salesforce solutions • Document functional requirements and create solution design • Configure and customize Salesforce Sales Cloud to meet business needs • Design and implement Experience Cloud portals • Map requirements with OOB features and identify need for customization • Configure various features of Sales Cloud such as Sales Management, Campaigns, Lead Conversion, Forecasting, Sales Cadences, Account Management, Territory Management • Configure and customize Salesforce Sales Cloud to meet business needs • Experience with Marketing platforms – Pardot/Marketo to build end to end configurations • Implement App Exchange products such as DocuSign, Spiff/Xactly, Conga Composer, Sales Navigator, Demand tools, Cloudingo, Checkmarks, PMD, OwnBackup, Vonage • Identify integration requirements and suggest approach • Configure Experience Cloud features such as Experience Builder, Customer Service, Partner Central, Self-Service Portals, Knowledge and Chatter • Customize Experience Cloud templates for branding and usability • Ensure responsive design and accessibility across devices • Prepare configuration runbooks and guide development team • Prepare Solution design, System Architecture and Entity Relationship Diagram • Conduct user training sessions and create documentation