• Serve as the technical subject matter expert throughout the sales process • Owning and managing various pre-sales activities – including technical presentations, demonstrations, and proof of concept projects • Collaborate with the Sales team, jointly owning the sales cycle and account plan • Help to drive deeper & wider into the account – identifying requirements for additional resources from other departments within the customer, customer alternatives (i.e., other means of handling their current requirements), and potential internal sponsors • Understand and document customer business & technical requirements and use them to create value-based proposals, addressing business drivers & pain points – guiding the technical sales cycle towards a technical close & a business win • Build strong relationships with key contacts in the partner ecosystem • Work with Channel Sales team to build and strengthen relationships with partners; Oversee product and solutions training and enablement of the partner ecosystem so that they can be leveraged to help drive opportunities to technical close

• Diseñar, implementar y mantener soluciones de RAG y asistentes conversacionales usando Azure OpenAI, Azure AI Search y stores de embeddings en producción. • Diseño e implementación de prompts para modelos de lenguaje (LLMs), incluyendo técnicas de prompt chaining, evaluación y mejora iterativa. • Colaboración interdisciplinaria con ingenieros y stakeholders para garantizar outputs de IA interpretables y alineados al negocio. • Integración de IA en arquitecturas de software, aplicando principios de diseño y buenas prácticas de ingeniería.

• The Microsoft Solutions Architect provides senior consultative services and project scoping, implementation, and technical remediation work for Professional Services clients • Designing, implementing, and remedying complex solutions across a broad range of technologies, including the full suite of Microsoft Modern Workplace • Providing highly visible project work and consultation for Managed Solution’s professional services clients, aligning solutions with complex business objectives and security, compliance, and availability needs • Meeting with clients to identify technical requirements; designing and presenting solutions in presales meetings • Providing architecture, consulting, project implementation, and high-level troubleshooting • Leveraging subject matter expertise across specialization areas, including Cloud Migration, Servers, Storage + Power, Active Directory, Networking, and Exchange/Messaging

• Lead discovery sessions with customer executives and stakeholders to understand business needs and priorities. • Design and deliver presentations, demos, and solution concepts that align InGenius and Panviva capabilities with Prospect outcomes. • Clearly articulate InGenius and Panviva differentiation and advantages, ensuring customer confidence. • Lead pilots and Proof of Concepts (PoCs), providing technical guidance and ensuring successful outcomes. • Act as an industry thought leader, shaping solution narratives with deep customer and market insights. • Represent Upland at events, webinars, and executive briefings, showcasing innovation and value. • Support pipeline generation through solution workshops, proposals, and RFP responses. • Collaborate with product, engineering, and partner teams to influence roadmap and deliver customer impact. • Mentor junior SCs and contribute to the SC community at Upland, fostering an inclusive, learning-first culture.