• Discuss security concerns and potential solutions clearly and concisely to an audience with varying levels of technical expertise from CISO to hands-on security practitioners • Provide security-focused guidance and strategy to sales teams • Assess the potential application of Citrix security solutions to meet customers’ business needs • Deliver product demonstrations and technical presentations remotely or on-site • Design and build multi-product proof of concept solutions for customer evaluations and guide customers through adoption and expansion • Overcome technical and competitive objections while moving sales and adoption motions forward • Coordinate cross-functional teams and resources to ensure customer success • Keep abreast of latest security strategies to inform and guide customers while shaping product requirements • Develop formal relationship networks with key customer decision-makers and contacts • Contribute to the broader technical sales team’s success with the Citrix Platform and adoption of Citrix security solutions • Implements strategic goals established by functional leadership. • Establishes operational plans for the job area with short-to mid-term impact on product adoption and sales renewal results (e.g., 1-2 years).

• Discuss security concerns and potential solutions clearly and concisely • Provide security-focused guidance and strategy to sales teams • Assess the potential application of Citrix security solutions to meet customers’ business needs • Deliver product demonstrations and technical presentations remotely or on-site • Design and build multi-product proof of concept solutions for customer evaluations • Overcome technical and competitive objections while moving sales and adoption motions forward • Coordinate cross-functional teams and resources to ensure customer success • Keep abreast of latest security strategies to inform and guide customers while shaping product requirements • Develop formal relationship networks with key customer decision-makers and contacts • Contribute to the broader technical sales team’s success with the Citrix Platform and adoption of Citrix security solutions

• Obtain and maintain deep knowledge of the client’s business, workflows, and priorities. • Conduct ongoing discovery of the client’s business model, organizational structure, goals, and challenges. • Collaborate with clients to map out current vs. desired-state workflows. • Analyze client business processes and identify areas for improvement through technology. • Design and maintain a short-term and long-term strategic roadmap profile for each client. • Assist with onboarding new clients and perform 90-day reviews to ensure successful and correct implementation of services purchased. • Lead regular strategic review meetings with clients to revisit goals, review IT performance, and refine plans. • Design and present technology proposals including generating quotes. • Develop remediation strategies and process improvements to prevent recurring issues/incidents. • Work with the Technical Alignment Manager to identify misalignments with EO and industry standards • Assist with security policies, compliance frameworks (HIPAA, SOC 2, PCI), and business continuity planning. • Guide cybersecurity strategy (e.g., backup, MFA, endpoint protection). • Help clients prepare for change by communicating business impact and training needs for IT changes. • Support successful adoption of new technologies by aligning implementation with workflow needs. • Provide business-level insight to support training, communication, and engagement plans. • Build and nurture strong, collaborative, long-term relationships with clients and end users. • Attend regular meetings and conduct monthly “soft-check-ins" to ensure client satisfaction • Communicate with key stakeholders to address and resolve concerns related to client/contract/service risks. • Proactively managing license, contract, and subscription renewals to ensure continuity and client/partner satisfaction.

• Co-managing the company together with the founding team and aligning technology, operations and business goals • Shaping and iterating the product vision for an AI-powered accounting automation platform • Translating accounting and financial workflows into scalable, automated and AI-supported solutions • Defining the product architecture, automation logic, integrations and data flows • Leading the development of automation pipelines and technical foundations of the platform • Designing operational processes from scratch, including customer onboarding, delivery, support and continuous improvement • Establishing execution frameworks, project management standards and internal operating rhythms • Ensuring high standards of reliability, security, scalability and compliance awareness • Monitoring AI, automation, fintech and accounting-tech trends and applying them to product and operational strategy • Optimising efficiency, time-to-value and customer satisfaction • Building and leading a small, high-impact technology and operations team • Creating a company culture based on ownership, accountability, speed and excellence • Supporting investor communication, pitch preparation and technical/product due diligence • Overseeing technology- and operations-related planning, including budgeting, forecasting and resource allocation.