• Independently lead the architecture and delivery of non-strategic Salesforce projects across one or more platforms. • Own full solution lifecycles—from discovery and design through implementation, testing, documentation, and handover. • Lead strategic projects by directing work across solution, development, and project management resources. • Facilitate discovery and requirement sessions with clients, translating business goals into scalable Salesforce solutions. • Collaborate with developers to ensure technical implementation aligns with solution design and best practices. • Review and guide the work of Associate Solution Architects, Solution Specialists, Developers and QA Engineers providing mentorship and feedback. • Serve as the primary client contact for solution-related discussions and platform guidance. • Support the Sales team by contributing to scoping, level of effort estimates, and solution strategy for prospective projects. • Deliver training, walkthroughs, and solution documentation as part of project handoffs. • Identify reusable patterns and contribute to internal solution documentation and standards. • Stay current on Salesforce platform updates and trends and apply relevant innovations across active projects. • Foster a culture of knowledge sharing, collaboration, and accountability within the solution team.

• Lead the delivery of day-to-day client engagements • Develop and clarify client business objectives / requirements • Understand and simplify complex data environments into easy-to-understand themes and visualizations • Recommend 1st party data-driven marketing strategies to senior client stakeholders (Director level and above) • Build audiences from first party data in a wide variety of tools using Boolean logic and a detailed understanding of client data • Deploy audiences into client marketing channels such as Facebook, Google Ads, Email providers, websites, and more • Drive ROI on our clients’ investments in marketing technologies • Ensure clients’ business objectives are met • Make recommendations on reporting to show progress with client 1st party data initiatives • Produce documentation – client-facing & internal that helps Actable to scale as a business by fostering great client relationships

• Provide leadership and help to scope, gauge, and deliver large scale NetSuite projects. • Determine appropriate forecasting of Project Management and delivery scope to help ensure a successful client experience. • Create and maintain project documents, including project plans, solution approaches, functional and technical requirements and specifications and can present them to clients • Participate in business development activities that include pre-sales meetings, demos and calls with potential clients – Working in conjunction with Myers-Holum Account Executives and Delivery teams, as well as client stakeholders • Participate in project planning and supporting tasks to manage expectations, maintain timeline and meet goals for project deliverable. • Lead the creation of business proposals including the review and response to RFP’s. Create SOW’s once the scope of the project is determined • Collaborate with internal team members and external clients to ensure best practice, product and capabilities are leveraged to provide beneficial client solutions • This role may include up to 75% travel, and occasional flexibility in working hours, including nights and weekends which may be necessary to meet project deadlines or address unforeseen circumstances during engagements

• Provide leadership and help to scope, gauge, and deliver large scale NetSuite projects. • Determine appropriate forecasting of Project Management and delivery scope to help ensure a successful client experience. • Create and maintain project documents, including project plans, solution approaches, functional and technical requirements and specifications and can present them to clients • Participate in business development activities that include pre-sales meetings, demos and calls with potential clients – Working in conjunction with Myers-Holum Account Executives and Delivery teams, as well as client stakeholders • Participate in project planning and supporting tasks to manage expectations, maintain timeline and meet goals for project deliverable. • Lead the creation of business proposals including the review and response to RFP’s. Create SOW’s once the scope of the project is determined • Collaborate with internal team members and external clients to ensure best practice, product and capabilities are leveraged to provide beneficial client solutions • This role may include up to 75% travel, and occasional flexibility in working hours, including nights and weekends which may be necessary to meet project deadlines or address unforeseen circumstances during engagements