• Partner with Enterprise Sales leadership to define technical win strategies for high-value opportunities • Lead solution discovery sessions to understand customer challenges, goals, and success criteria • Deliver tailored product demonstrations, solution architecture discussions, and proof-of-value engagements • Translate customer business challenges into solution narratives tied to measurable outcomes • Ensure consistent articulation of OnePlan's value across strategy alignment, financial governance, capacity planning, and execution management • Support seamless handoff from pre-sales to post-sales teams including Customer Success and Professional Services ****Technical & Domain Expertise** • Serve as a subject matter expert in SaaS PPM and SPM including portfolio financial management, capacity and resource planning, and delivery methodologies • Guide positioning of OnePlan within the Microsoft ecosystem including Planner, Project, Azure DevOps, Power BI, and Teams, as well as enterprise platforms such as Jira and ServiceNow • Maintain deep understanding of OnePlan's product capabilities, integrations, roadmap, and use cases • Support solution standardization and technical validation across enterprise opportunities ****Cross-Functional Collaboration** • Collaborate closely with Sales, Marketing, Product, and Customer Success to support a cohesive customer journey • Partner with Product Management to provide structured field feedback and influence roadmap prioritization • Support enablement initiatives including demo standardization and competitive positioning • Contribute to customer events, webinars, and executive briefings as needed

• Own the end-to-end merchant journey — from pre-sales to go-live and beyond • Partner with Sales to design smart, scalable payment solutions tailored to merchant needs • Lead API integrations (REST, webhooks, SDKs) and get merchants live fast • Act as a trusted advisor, guiding merchants on performance, UX, and global payment strategies • Solve complex technical challenges and unblock integrations quickly • Collaborate with Product & Engineering to improve the platform and merchant experience • Drive continuous optimization (conversion, auth rates, fraud, routing) • Work closely with the Product to ensure we are building for scale while solving the merchant problems • Have a Product mindset - be ready to build from scratch and automate processes

• Responsibility of engaging with sales and services team to gather requirements for direct and partner sales. • Provide pre-sales support, provide industry knowledge and Crawford’s solutions and offerings. • Document requirements for solutions and required components and services. • The ability to demo products and solutions, either onsite or using online web presentment tools. • Individual must be able to work with sales staff to target key value points and clearly present and articulate the value of the solution. • Ability to demo all solutions with confidence and perform proof of concepts when required and work with services team to clearly define proof of concept guidelines. • Document enhancement request from customers and clearly demonstrate the value to the customer and CrawfordTech. • Ability to articulate requirements and overall solution. • Perform onsite or offsite, services work and training on products.

• Lead discovery and qualification with business and technical stakeholders. • Define the problem, success criteria, data and application landscape, regulatory and architectural constraints, customer sponsorship, data readiness, and path to value. • Architect solutions using the right mix of Graph Studio, AI Studio, Mendix, and the customer’s existing systems. • Explain how data, models, agents, applications, integrations, security, and governance work together, and identify assumptions, dependencies, and risks. • Deliver tailored demonstrations, workshops, technical presentations, and proofs of concept. • Adapt from executive value discussions to detailed technical evaluations, define evaluation criteria, coordinate resources, and document results that support a customer decision. • Own the technical narrative throughout the sales cycle. • Build trust with executive sponsors, technical champions, and practitioners; engage specialists and delivery resources when needed; and maintain continuity through handoff. • Provide technical input for RFPs, RFIs, proposals, architecture reviews, security assessments, and other evaluation materials. • Stay current on BFSI priorities, regulatory developments, data and AI trends, and competitors.