• Lead the implementation process for newly acquired clients, ensuring a smooth onboarding experience. • Collaborate with the sales team to understand client requirements and provide technical insights during the post sales phase. • Develop and manage project plans, timelines, and deliverables to meet client expectations. • Create and deliver technical product demonstrations tailored to specific business needs. • Coordinate with internal teams to address technical questions and provide necessary support throughout the implementation process. • Conduct customer training sessions and develop support materials to facilitate the adoption of our solutions. • Gather customer feedback post-implementation and relay it to the product development team for ongoing enhancements. • Stay informed about industry trends and technological advancements in FinTech and AI to inform project strategies. • Collaborate closely with Customer Success Managers to identify upsell opportunities, pinpoint training gaps, and create materials for client support.

• Own Customer implementations from the Sales handoff through to Support handover • Own project plans, manage deliverables, report on the status of milestones and proactively identify project risks to internal team members and the Customer • Manage internal resources in alignment with the project budget • Provide a consultative approach by building and maintaining great customer relationships to make each project successful for both the client and Unifyr • Lead customer workshops, prepare requirements and user documentation for project delivery • Unifyr platform configuration. Document configuration environments for handover to Unifyr technical support to address questions and issues that arise post launch. • Set and reinforce expectations and deadlines with clients and ensure follow-through on any commitments made by the Sales, Customer Success or Service Delivery teams • Ensure that the delivered solution makes the best use of the capabilities of the Unifyr products and meets the customers’ specified requirements • Quality assure that the delivered solution meets specification • Manage customer expectations, identifying and communicating issues and risks, as well as resolving to ensure customer success • Be involved in, and where applicable, develop and lead initiatives to improve internal processes, documentation, customer satisfaction and speed of delivery • Develop and maintain a deep knowledge of Unifyr products, the business processes involved in partnering automation and best practices in partner management • Maintain a current knowledge of best practice in business analysis and project management to maintain your professional skills to the highest level

• The Implementation Consultant partners with clients to successfully deploy and adopt Salesforce solutions that support their business goals. • This role works closely with clients and internal project teams to configure solutions, gather requirements, perform testing, deliver training, and support go-live activities. • Participate in Salesforce implementation projects of varying size and complexity. • Support the gathering and documentation of business requirements through discovery sessions and client meetings. • Configure Salesforce solutions based on documented business requirements and best practices. • Assist with data migration, validation, and system testing activities. • Execute and document functional testing and support user acceptance testing (UAT). • Create and maintain project documentation, training materials, and user guides. • Deliver client demonstrations and end-user training sessions. • Assist clients during application launch and go-live activities. • Provide post-implementation support and issue resolution prior to transition to ongoing support teams. • Identify opportunities for process improvement and recommend solutions to clients and project teams. • Build positive and professional relationships with client stakeholders. • Communicate project updates, progress, and action items both internally and externally in a timely manner. • Respond to client inquiries and requests with a high level of customer service. • Participate in client workshops, meetings, demonstrations, and training sessions. • Escalate project risks, issues, and blockers appropriately. • Collaborate with architects, developers, project managers, and fellow consultants to deliver successful projects. • Participate in project planning, status meetings, and internal team discussions. • Contribute to project documentation and knowledge-sharing efforts. • Support internal initiatives focused on improving delivery processes and best practices. • Maintain accurate project-related documentation and time tracking. • Provide timely and accurate project status updates. • Escalate project concerns, risks, and resource needs as appropriate. • Meet utilization, quality, and professional development expectations. • Pursue ongoing learning and Salesforce certification goals. • Demonstrate company values and contribute positively to team culture.

• Liderar end-to-end la implementación de soluciones en clientes del sector salud, desde la planificación hasta el seguimiento post-lanzamiento. • Definir y ejecutar el roadmap del proyecto, asegurando cumplimiento de plazos, calidad, objetivos y estándares de calidad. • Gestionar integraciones, configuraciones y despliegues de las soluciones, garantizando su correcto funcionamiento. • Realizar validaciones funcionales, actuando como nexo entre cliente, negocio y equipo técnico, coordinando integraciones, configuraciones y despliegues. • Liderar la formación a usuarios clave y garantizar la adopción real del sistema en la operación diaria. • Crear y mantener documentación de uso, guías prácticas y materiales de formación adaptados a cada cliente. • Monitorizar el progreso mediante KPIs, generar reportes y proponer mejoras continuas. • Asegurar el cumplimiento de estándares de seguridad y privacidad de datos.