Role Description Retool’s Solutions Architects help our customers harness the full power of Retool – whether it is a focused Quickstart engagement to help a new customer get started, or a year-long engagement where you guide technical teams to manage hundreds of production applications. You will directly drive value for our customers by addressing their most challenging technical problems and increasing the capacity and velocity for building solutions with our platform. Our Professional Services team members are billable, and working directly with customers and system integration partners to scale the impact of our products. This is a hands-on role, and includes building Retool applications, integrating our platform into the customers stack, and advising on end-to-end solutions. In addition to working directly with our customers, this role advises our system integration partners on best practices and provides delivery oversight to our highest-visibility engagements. This role will help shape the service offerings that we go to market with and build the operational processes to scale the PS function at Retool. In this role, you’ll: - Advise and implement full-stack solutions using Retool - Help our partners deliver best-in-class services to our customers, allowing us to efficiently scale the impact of our product - Develop new service offerings based on customer / market need - Assist with scoping, estimating, and selling professional services engagements - Be a thought partner to Retool customers to help them build out complex internal tools for new teams and use cases - Assist with partner enablement and certification - Serve as a trusted advisor to our customers - Identify and lead internal strategic initiatives to grow the consulting practice; serving as an active contributor to the community’s overall knowledge base and expertise - Work collaboratively and have very strong communications skills, especially in teaching complex concepts, and creative, prescriptive thinking - Identify and proactively manage risk areas and commit to seeing an issue through to complete resolution - Manage customer expectations; negotiate solutions to complex problems with both the customer and third-party partners Qualifications - 5+ years in technical, customer-facing roles such as Solutions Architect, Customer Engineer, or Deployed Engineer. - Hands-on experience with full-stack development, including SQL, JavaScript, APIs, and Python. - Experience designing scalable cloud architectures and integrating enterprise systems. - Passion for leveraging technology to solve business problems creatively, ensuring scalable and efficient solutions. - Exceptional technical communication skills, translating customer requirements between business and technical teams to drive successful implementations. - Ability to think on your feet, troubleshoot issues, and provide real-time solutions during technical discussions. - Comfortable with open-ended problem-solving in unstructured environments.

Role Description The Dynamics CE Solution Architect is responsible for driving and executing the design and configuration of Microsoft Dynamics 365 CRM. - Manage small to large size implementations, ample experience with agile implementation methodologies. - Lead client meetings to gather business requirements and map the requirements to the solution capabilities. - Perform gap analysis from requirements gathered to proposed solution. - Write functional specification for all custom functions and integrations, enabling developers to write necessary custom code. - Design and when needed, execute data conversion for all relevant data into Dynamics 365 CRM as per functional requirements. - Manage and where needed, participate in all tasks relating to feature testing, solution testing, and user acceptance testing. - Develop client specific training materials and lead end user training for clients in a one on one, online seminar and classroom style settings. - Provide application support for clients. - Exemplify professional, clear, timely communication in all interactions. Able to win the trust of the client and become their trusted advisor. - Coach more junior resources. - Support the sales efforts by providing input to prospect questions and prepare and execute product demos. Qualifications - High School Diploma required; Bachelor’s degree in related field from an accredited college or university preferred. - In lieu of a Bachelor’s degree, 3 years of experience in the same or closely related field/occupation may be counted towards 1 year of education. - Dynamics 365 CRM certification preferred (Configuration and Customization, Sales, Service, Marketing, Field Service, Professional Service Automation). Requirements - Customarily has at least 5 years of customer facing project management or client engagement experience. - Customarily has at least 5 years of technical experience. - Demonstrated experience with designing and implementing integrations, solid understanding of integration requirements between CRM and ERP systems preferred. - Demonstrated experience in business process design and documentation as they pertain to Dynamics 365 CRM. This includes Sales, Service, Field Service and Professional Service Automation preferred. - Experience with Power BI and/or other reporting solutions relative to Dynamics 365 CRM a plus. - Vertical Knowledge a plus (finance / manufacturing / healthcare/ etc.). Skills/Attributes - Clarity: Possesses excellent communication skills, makes a concentrated effort to speak the customers language. Ability to field questions with concise, well-constructed responses. - OwnIT: Shows integrity, innovation, and accountability in completing daily assignments. - Results: Solutions focused and driven to resolve conflict quickly and precisely. Proactively looks for opportunities to contribute to the company’s business goals. - Growth: Willing to learn and ask questions. Constantly looking for new ways to improve yourself. Ability to adapt and grow in a fast-paced environment. - Team: Embraces both customers and colleagues as team members. Ability to be flexible, respectful, engaged and collaborative. - Deep business knowledge, able to elaborate on firsthand experiences. - Ability to understand business requirements and translate those into system configuration. Working Conditions We live by the motto ‘work hard, play hard’ and strive to support our employees in both their professional and personal goals. We believe that by hiring the right people, leading process improvement, and leveraging technology, we achieve superior results. - Work is performed primarily in an office or remote environment; final location is determined by business need. - May be subject to time constraints and tight deadlines. - May require occasional travel. EEO Statement We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, veteran status, sexual orientation, gender identity, marital status, pregnancy, genetic information, or any other characteristic protected by law and will not be discriminated against on the basis of disability. It is our intention that all qualified applicants are given equal opportunity and that employment decisions be based on job-related factors.

• Collaborate with sales and field engineering teams to enhance platform adoption • Drive growth in assigned customers and use cases • Serve as the post-sale technical lead for Databricks products • Manage technical account strategies and execution plans • Address technical issues or questions regarding use cases and production status • Leverage resources and escalate technical tasks as necessary • Create execution plans for customer-facing technical roles • Provide internal and external updates on customer health and KPI reporting

• Collaborate with sales and field engineering teams to drive adoption of Databricks platform • Engage with Solutions Architects to understand use case demand plans • Lead post-technical win account strategy for major accounts • Be the accountable technical leader for specific use cases and customers • Handle technical issues related to go-live status of use cases • Leverage resources and escalate to experts when necessary • Create and execute plans for accelerating use cases into production • Navigate product and engineering teams for innovations and upgrades • Develop plans covering all customer-facing technical roles