• Lead discovery workshops to understand client objectives, existing systems, data flows, and constraints. • Define target-state architecture for CRM, CDP, and marketing automation, including integration patterns, governance, and scalability considerations. • Translate business problems into technical solution options, with clear trade-offs, effort estimates, and risks. • Guide implementations end-to-end, from documentation and planning through detailed requirements and support for build. • Produce high-quality technical artifacts including architecture diagrams, data flow maps, event and identity models, and implementation roadmaps. • Write clear technical requirements for engineers, partnering with technical project management to scope, sequence, and deliver work. • Partner with client stakeholders to drive decisions and keep delivery aligned to outcomes, timelines, and dependencies. • Architect and support integrations across the MarTech stack, including CDPs, marketing automation platforms, analytics, attribution, and enrichment tools. • Design data schemas and event tracking plans that support lifecycle use cases and analytics needs. • Support ETL and reverse ETL patterns to activate data into downstream destinations. • Ensure solutions account for omnichannel transactional and marketing messaging, customer journeys, user states, and event-driven automation.

• Lead the design and architecture of customer’s Agiloft instance, ensuring solutions are clean, effective, scalable, maintainable, and meet the complexity of enterprise-level needs. • Capture, analyze, and document client requirements. • Develop comprehensive design documents and implementation plans for team collaboration and execution. • Provide mentorship and constructive feedback to junior team members, ensuring high-quality deliverables. • Manage client interactions, addressing escalations with a solutions-focused mindset. • Deliver thorough documentation and client training to ensure successful solution adoption. • Offer feedback to product and engineering teams to drive continuous product improvement. • Support and advise system integration (SI) partners to enhance overall implementation outcomes. • Contribute to internal initiatives aimed at improving implementation processes and client success. • Maintain current, deep knowledge of Agiloft product offerings, roadmap, and best practices. • Apply product knowledge effectively in delivering high-quality consulting services • Proactively learn and adopt new features, including AI-enabled capabilities, and translate them into customer value. • Actively and responsibly use AI to improve efficiency, productivity, and value delivery, continuously evaluating where AI can enhance processes, workflows, and outcomes. • Approximately 10% travel required. • Other duties as assigned

• Support the Health sales team by leading the creation, development, and ongoing maintenance of sales demo environments and presentation materials. • Arm the sales team with client success stories, KPI analyses, and reports that quantify client ROI. • Participate on sales calls, providing demonstrations of our solutions and technical support for explanations of our products. • Lead proof of concept (POC) engagements with goal of turning POCs into production clients. • Field questions that range from technical understanding of ML models to general understanding of implementation tasks and milestones. • Lead discovery meetings with prospective clients to map underwriting processes and identify operational and financial enhancement opportunities. • Validate report and presentations of findings to describe the value of Gradient AI’s solutions. • Provide direction on technical aspects of implementations to ensure Statements of Work align with the clients' intentions and our team’s delivery expectations. • Support internal initiatives that further organization product development.

• Lead and develop four SE Managers and their teams — totaling 30+ Solutions Engineers • Translate top-down PreSales functional objectives into clear operational plans • Design and execute go-to-market strategies that improve technical win rates • Define and continuously evolve the SE playbook for Corporate • Champion AI fluency across the organization • Partner cross-functionally with Sales, Customer Success, Product, Marketing, and Finance • Leverage data, KPIs, and performance metrics to identify trends • Hire and develop diverse, high-caliber talent