• Conducts research to prepare for upcoming meetings with prospects to understand their business environment, market, customers, competitors and general business challenges. • Carries out discovery conversations with customers to understand their needs and requirements for a new solution. • Uses their in-depth knowledge of Talkdesk solutions and capabilities to specify the appropriate solution(s) for customer needs and requirements. • Designs and delivers presentations to customers, on-site & virtual, showing Talkdesk’s capabilities. • Generates simple value statements illustrating the financial value of a Talkdesk solution to customers. • Assists with scoping SOWs for customer implementations as needed. • Scopes, executes and manages customer pilots and POCs. • Respond to functional and technical RFI/RFP requirements and mapping said requirements to the software solution. • Work closely with product management and engineering teams to ensure that customer feedback is incorporated into product roadmaps. • Assists with marketing and demand generation events as necessary.

• Execute Corporate BD CONOPS and implement Trilogy best practices. • Architect mission-aligned enterprise modernization solutions that integrate legacy transformation, cloud adoption, workflow automation, data platforms, and AI-enabled capabilities across VA and Federal healthcare environments. • Translate agency strategic priorities, operational pain points, and policy drivers into executable technical architectures, implementation roadmaps, and modernization transition strategies. • Ensure all proposed architectures align with Agency enterprise standards, Federal shared-service initiatives, Zero Trust requirements, cloud-first mandates, and DevSecOps delivery frameworks. • Maintain deep understanding of Agency business domains, including financial management, healthcare operations, benefits delivery, human capital modernization, and enterprise data ecosystems, to inform holistic solution design. • Support capture activities by contributing solution strategies, technical narratives, modernization sequencing approaches, and feasibility assessments during gate reviews and pursuit planning. • Lead, author, and review technical volumes and additional proposal volumes across multiple proposals simultaneously. • Collaborate with delivery leadership and program teams to extract lessons learned, identify recurring customer challenges, and continuously refine reusable solution accelerators and modernization playbooks. • Align Trilogy solution approaches with evolving customer priorities by maintaining situational awareness of agency initiatives, policy changes, platform adoptions, and enterprise architecture direction. • Lead integration of leading-edge platforms and partner technologies into Trilogy solution architectures while ensuring interoperability with existing Federal enterprise systems and shared services. • Coordinate across executive leadership, capture managers, practice leads, and technical SMEs to maintain consistency between Trilogy’s delivery capabilities and forward-looking solution strategies. • Develop architectures that balance innovation with implementation realism by incorporating adoption constraints, governance requirements, workforce readiness considerations, and acquisition pathways. • Identify technical capability gaps and recommend investments, partnerships, or accelerators that strengthen Trilogy’s competitiveness in enterprise modernization pursuits. • Represent Trilogy’s solution vision in customer engagements, technical exchanges, partner strategy sessions, and internal modernization planning discussions.

• Customer Onboarding & Deployment: Partner with customers to design and implement secure deployments of our AI security solutions, ensuring seamless integration into their environments (cloud, on-prem, or hybrid). • Technical Guidance & Iteration: Provide expert technical consultation on infrastructure, containerization (Docker/Kubernetes), and cloud networking. Help customers rapidly iterate and adopt best practices for secure AI operations. • Customer Success Ownership: Act as the primary technical point of contact post-sale, ensuring customers derive ongoing value, achieve their security objectives, and successfully scale their deployments. • Troubleshooting & Optimization: Diagnose and resolve customer issues, optimize configurations, and proactively identify opportunities for improvement. • Enablement & Training: Deliver hands-on workshops, training sessions, and technical documentation to empower customer teams to be self-sufficient with our products. • Feedback Loop: Capture customer feedback and collaborate with product management, engineering, and research teams to inform roadmap priorities and product enhancements.

• Provide functional and technical expertise in the pre-sales process by translating business requirements, advising on best practices, and identifying solution opportunities across multiple product lines. • Learn and analyze customers’ business, functional, and operating requirements and serve as a subject matter expert in designing high-impact, holistic solutions, including third-party integrations. • Translate customer requirements into product configuration, standards, and repeatable implementation approaches. • Provide oversight and execution from discovery through solution design, ensuring large-scale implementations are positioned for successful delivery and adoption. • Offer ongoing support and guidance during deployment phases, partnering with Consulting and Customer Success to drive high-quality outcomes. • Analyze and manage complex escalations, coordinating the right internal resources to resolve issues and protect customer relationships. • Draft custom reports and tailor configurations or solutions to meet specific customer needs. • Identify and drive expansion and adoption opportunities for Unanet’s product offerings within existing accounts. • Participate in project planning and proactively manage executive-level customer, partner, and stakeholder relationships. • Provide mentorship and support to other members of the implementation team, sharing best practices and implementation expertise.