• Prototyping & Ideation: Envision and build high-impact technical prototypes that demonstrate the power of Placer’s data within a partner’s unique environment. • Technical Integration: Lead the end-to-end technical design of new partnerships, defining everything from data schemas and freshness requirements to API protocols and secure delivery at scale. • Technical Diplomacy: Serve as the primary technical point of contact for partner engineering teams, navigating complex security reviews and architectural hurdles to keep high-value deals moving toward execution. • Lead Technical Validation: Execute bespoke demos, POCs, and data trials to secure the technical win for strategic accounts. • Translate Value: Convert complex discovery insights into ROI-focused narratives for executive and technical stakeholders. • Partner on Strategy: Collaborate with Sales on account planning and technical strategy for high-contract-value opportunities. • Prove Utility: Validate Placer’s data accuracy and methodology against the customer's specific business environment. • Drive Enablement: Transition post-sale to empowering customers to independently achieve and showcase their own wins. • Drive growth and innovation in Placer- Initiate internal discussion around key features that can be added to the Placer product roadmap.

• Define system architecture and integration patterns • Develop modernization roadmaps • Lead design reviews • Ensure cloud and security compliance • Coordinate with stakeholders and engineering teams

• Lead technical discovery and pre‑sales: translate employer benefit objectives and constraints into clear solution architectures, integration plans, and implementation timelines for SoFi at Work programs. • Architect end‑to‑end integrations: eligibility file ingestion, SSO/OIDC/SAML, HRIS/payroll connections, webhooks and REST APIs, and recordkeeper reporting required for contribution programs. • Scope and run pilots/PoCs for priority benefits and awareness programs to validate value, data flows, and operational readiness. • Serve as the technical SME through implementation: configure plans, test data feeds, triage and resolve integration issues, and guide partners on best practices to ensure successful launches. • Own technical responses for RFIs/RFPs and security questionnaires; clearly represent our architecture, controls, and operational processes to partner IT, Security, and Benefits stakeholders. • Create enablement assets (sample requests, Postman collections, reference implementations) and improve internal/external documentation to streamline partner onboarding. • Act as voice of the customer: aggregate technical feedback, edge cases, and feature requests to inform Product and Engineering roadmaps. • Drive reliability and quality: define test plans, data validation checks, and monitoring for critical workflows (e.g., verifications, contributions, reimbursements). • Collaborate cross‑functionally to continuously reduce time‑to‑launch and improve partner and member outcomes across the SoFi at Work Dashboard and contribution programs.

• Become the subject matter expert on the full Intenseye product suite, articulating its value and benefits to customers throughout the sales cycle. • Partner with AEs to run deep technical discovery with complex prospects. • Configure demo environments that reflect prospect-specific workflows and integrations. • Act as the technical expert during sales cycles, answering detailed questions about integrations, APIs, data flows, and product capabilities. • Work with Product and Engineering to scope custom solutions or identify development needs. • Build proof-of-concept deliverables and custom solutions that help win deals. • Help refine our Pre-Sales SE playbook to standardize technical support in the sales cycle and processes. • Strategically address and overcome technical objections to secure successful outcomes for Intenseye. • Effectively present the Intenseye solution to diverse audiences, from C-level executives to safety directors and operations managers. • Train and educate partners, customers, and internal employees on the latest Intenseye product offerings. • Close collaboration with the Implementation teams is crucial to ensure a smooth and comprehensive handover of solution delivery details.