Role Description As a Software Engineer II on the Lifecycle Platform team, you will be part of the broader Growth organization and partner closely with Lifecycle Marketing, Distribution, Insights, Data Platform, Analytics, and ML teams. Our mission is to design and operate the infrastructure that transforms rich customer data into actionable, high-impact engagement. - Design and build scalable backend services that power our unified communications platform across SMS, email, push, and future channels. - Develop systems for real-time, event-triggered messaging and self-serve marketing automation and experimentation capabilities. - Translate large, complex datasets into high-leverage marketing capabilities through APIs, streaming pipelines, and reverse ETL workflows. - Partner closely with product managers, lifecycle marketing, data insights, analytics, and data platform teams to define requirements and deliver impactful, data-driven solutions. - Lead medium-sized projects independently—proactively identifying risks, managing ambiguity, and driving execution from design through launch. - Strengthen our engineering culture by improving system reliability, accelerating iteration, and clearly communicating technical trade-offs to cross-functional stakeholders. Qualifications - Bachelor’s degree in Computer Science, Engineering, or Mathematics, or a related field (or its equivalent) + 3 years of experience. - Experience building and operating microservices and APIs in a cloud environment (preferably AWS). - Proficiency in at least one backend language such as Kotlin, Java, Ruby, or Python. - Demonstrated ability to independently execute on projects, navigate ambiguity, and collaborate effectively with cross-functional partners. - Excellent written and verbal communication skills with the ability to work in a distributed team. Requirements - Experience supporting Marketing, Growth, or GTM teams, particularly in environments involving CDPs, customer segmentation, or campaign orchestration. - Experience with reverse ETL tools (e.g., Hightouch, Census), data pipeline tooling (e.g., Airbyte, Fivetran, Databricks), or marketing automation platforms (e.g., Iterable, Braze, or Salesforce Marketing Cloud). - Familiarity with real-time event streaming systems and high-throughput messaging architectures. - Experience integrating with third-party APIs and building systems that ingest, transform, and expose large volumes of data. - Track record of leading medium-to-large projects and contributing to system design decisions with long-term platform impact. Benefits - Competitive compensation, including base pay, bonus opportunities, and annual equity grants that vest quarterly. - Retirement benefits to help you plan for the future, including a 401(k) or Group Retirement Savings Plan with a company match of $2 for every $1 contributed, up to $15,000 annually (USD in the US, CAD in Canada). - Employee Stock Purchase Plan (ESPP) with discounted stock purchase options for eligible employees (US only). - Comprehensive health coverage designed to support you and your family, including medical, dental, vision, and wellness resources for US and supplemental health coverage for Canada. - Health Savings Account contributions from Upstart for eligible plans (US only). - Income protection benefits, including life insurance and disability coverage for added financial security. - Paid time off, sick leave, and company holidays, in line with local requirements. - Paid family and parental leave to support caregiving and major life moments (duration varies by country). - Family-centered benefits to support fertility, parenthood, and caregiving needs. - Employee Assistance Program (EAP) offering mental health support and life-centered resources. - Financial wellness resources, including access to financial planning tools and a financial concierge service (US Only). - Annual wellness allowance to support your physical and emotional well-being and personal development, based on what matters most to you. - Annual productivity allowance to invest in relevant tools and resources you need to do your best work, no matter where you work from. - Connection and community through team events, all-company updates, and employee resource groups (ERGs). - Onsite perks, including catered lunches and fully stocked micro-kitchens when working from one of our offices in the Bay Area, Austin, Columbus, and New York City (opening Summer 2026!).

• Design, develop, and publish Tableau dashboards and data visualizations in Tableau Cloud/Server to support client reporting and internal analytics. • Translate stakeholder requirements into clear, well-structured dashboards, optimizing usability (filters, parameters, navigation) and ensuring consistency of metric definitions. • Package, version, and document in Confluence and GitHub; follow established branching and review practices. • Own the ongoing health and evolution of Tableau reporting assets, including standardization, metric integrity, and user experience improvements across teams. • Implement lightweight data quality checks and validation steps to confirm measures and dimensions are accurate and aligned to governed definitions. • Coordinate updates and releases with the Analytics Platform team, including change notes and stakeholder walkthroughs. • Develop efficient data sources and queries for Tableau using Snowflake; apply best practices for extracts vs live, row-level security, and query optimization. • Monitor dashboard performance and usage, iterating to reduce load times and improve responsiveness • Partner with Analytics Engineering on data modeling and definitions as needed for Tableau consumption. • Collaborate with Client Services and business stakeholders to translate business questions into reporting requirements, iterate on solutions, and run demos to gather feedback and drive continuous improvement. • Provide training and support for power users and business users adopting new dashboards. • Contribute to a culture of data-driven decision-making across teams. • Responsible for adherence to the Capital Rx Code of Conduct, including reporting of noncompliance.

• Support the design and build of a OneStream platform solution under the guidance of a Technical Lead • Develop and configure: • Data integrations • Cubes and dimension metadata • Workflows and dashboards • Business rules and financial calculations • Participate in client discovery sessions to gather and refine business requirements • Demonstrate system functionality and capabilities to stakeholders • Contribute to: • System testing documentation and execution • User acceptance testing (UAT) • End-user training materials and delivery • Collaborate with functional and technical teams to ensure alignment with financial reporting requirements

• You will join as a Senior Developer/Lead and manage demanding client projects. • You will become familiar with our tech stack and existing clients. • You will take on leadership of the small development team. • You will coordinate freelancers and optimize processes.