• Coach and guide Account Executives on how to structure and deliver treasury-focused demos — building team-wide capability and confidence with financial buyers, not just stepping in yourself • Train and upskill AEs and Customer Success Managers on US banking connectivity concepts, integration paths, and how to handle technical objections in the field • Develop reusable enablement assets: demo scripts, treasury workflow guides, bank compatibility matrices, and integration one-pagers • Establish a feedback loop between the field and Product, ensuring real prospect and customer insights shape the roadmap • Partner with Account Executives throughout complex mid-market sales cycles, bringing treasury and technical credibility to discovery calls, demos, and evaluations • Customize product demonstrations to reflect prospects' specific cash management workflows, ERP environments, and banking setups • Lead technical and treasury-focused conversations with CFOs, Controllers, and Treasurers to uncover pain points and map them to Agicap's value proposition • Build and present tailored business cases and ROI analyses to accelerate deal velocity and increase average contract value • Run proof-of-concept evaluations and sandbox environments for prospects, managing the technical track of the sales process end-to-end • Respond to RFPs and security/technical questionnaires • Contribute to competitive positioning by developing deep knowledge of US alternatives and articulating Agicap's differentiation • Serve as the primary expert on US banking connectivity during the sales process, advising prospects on integration paths (API, SFTP, H2H, SWIFT) with their existing banking relationships • Translate complex connectivity concepts into clear, non-technical language for CFO and Controller audiences — the communication bridge that turns technical depth into deal momentum • Proactively engage with US banks — both large national institutions and regional banks — to build and maintain connectivity partnerships and documentation • Help prospects anticipate integration complexity early, reducing post-sale surprises and accelerating time-to-live • Work hand-in-hand with implementation and customer success teams to streamline banking connectivity setup for new customers • Lead or support technical configuration of SFTP, H2H, and SWIFT connections across US banks, including large nationals (JPMorgan, Bank of America, Wells Fargo, Citi) and smaller regional institutions (Note: as Agicap US scales, hands-on configuration work is expected to transition to a dedicated implementation resource — candidates will be set expectations accordingly) • Build and maintain a living playbook of US bank integration specs, contacts, and known requirements to reduce setup time across the team • Troubleshoot connectivity issues during onboarding and serve as an escalation point for banking integration challenges • Liaise with bank technical teams on behalf of customers when needed • Feed market and prospect insights back to Product to influence the US banking connectivity roadmap • Track and report on the impact of pre-sales involvement on win rate, deal size, and sales cycle length

Role Description IFI is seeking to hire a full-time, remote Client Solutions Consultant. - Assess the unique needs of domestic and international clients to recommend appropriate products and services. - Provide personalized consultations, offering guidance, education, and recommendations tailored to each client’s family-building journey. - Coordinate and manage consultation scheduling between clients, professional partners, and internal team members. - Utilize consultative sales techniques to convert leads while maintaining a strong focus on client education, trust, and satisfaction. - Develop and maintain expertise in IFI products and services, including staying current on industry trends, product updates, and regulatory changes. - Clearly communicate insurance policy benefits, limitations, coverage options, and associated costs to clients. - Gather and review required information to evaluate client eligibility and underwriting requirements. - Maintain accurate and up-to-date client records in Salesforce, including notes, communications, documents, and case details. - Collaborate cross-functionally to support individual and Client Solutions team goals and operational success. - Respond promptly and professionally to client emails and phone calls, providing thorough follow-up and resolution to questions or concerns. - Perform additional duties and responsibilities as assigned. Qualifications - High school diploma or equivalent required. - Excellent written and verbal communication skills, with the ability to build strong relationships with agency clients, Intended Parents, and Surrogates. - Strong organizational and time management skills, with the ability to prioritize multiple tasks in a fast-paced remote environment. - Exceptional customer service skills, including empathy, professionalism, patience, and the ability to navigate sensitive or challenging conversations. - Ability to explain complex concepts in a clear, client-friendly manner to support informed decision-making. - Strong critical thinking and problem-solving skills, with a proactive and resourceful approach. - Proficiency in Salesforce, Microsoft Office Suite (Word, Excel, PowerPoint), and other business software tools. - Experience working with diverse client populations, including international clients, while delivering a high level of service. - Flexibility and adaptability in a rapidly evolving environment, with a collaborative, team-oriented mindset. Requirements - 1+ years of experience in the surrogacy, fertility, or family-building industry. - Previous experience in insurance, sales, customer service, or a client-facing role. - Experience using Salesforce CRM. - Familiarity with Microsoft Teams and SharePoint. - Experience with Zoom and Calendly. - Bilingual skills are a plus. Benefits - A competitive health plan that includes health, dental and vision. - 401(k) with company match. - “Take What You Need” PTO. - Tuition Assistance. - Paid Holidays. - LTD/STD/Life Insurance. - Wellness Programs. - The ability to work hybrid or remote based on location. - And much more!

• Konzeption, Architektur und Umsetzung von End-to-End-KI-Lösungen • Hands-on-Entwicklung und Bewertung von LLM-basierten Systemen, AI-Agents und Automatisierungs-Workflows • Übersetzung von Business-Anforderungen in nachhaltige AI-Architekturen • Führung und Steuerung von AI-Initiativen inkl. technischer Entscheidungsfindung • Design Patterns für Agentic Architectures und Multi-Agent-Systeme • Design und Betrieb cloud-basierter AI-Architekturen (AWS, Azure, Hybrid) • Sicherstellung von Security, Compliance, Datenschutz und Responsible-AI-Standards • Umsetzung und Begleitung von PoCs, MVPs und Skalierungsphasen • Enge Zusammenarbeit mit Fachbereichen, Management und externen Stakeholdern

• Focus on the pre-sales experience, partnering with prospective customers to evaluate CoLab and understand how it fits into their workflows and engineering challenges. • Work with existing customers to drive complex deployments and transform how teams collaborate. • Prepare and deliver engaging, specific demos that showcase how CoLab addresses customer pain points and delivers unique value. • Partner with Account Executives and Customer Success Managers to solve challenging customer problems across diverse mechanical design and engineering use cases. • Understand a customer’s current-state workflows, pain points, and how they map to business outcomes. • Be a trusted advisor to customers and prospects, on what is possible with AI in the context of mechanical engineering today, and in the future. • Share customer insights with Product to ensure we’re always building what our customers need.