• Liderar a definição da arquitetura de soluções Salesforce (Sales, Service, Experience, Data Cloud, integrações etc.). • Desenhar modelos de dados escaláveis, garantindo governança, performance e segurança. • Definir padrões técnicos e boas práticas de desenvolvimento e integração. • Atuar como referência técnica do projeto, apoiando desenvolvedores e consultores funcionais. • Conduzir discovery técnico com cliente para levantamento de requisitos complexos. • Definir estratégia de integrações (REST, SOAP, eventos, middleware, ETL). • Avaliar impactos técnicos de novas demandas e evoluções. • Garantir aderência às boas práticas da Salesforce (Well-Architected, limits, sharing model). • Participar ativamente de comitês técnicos e agendas estratégicas com stakeholders. • Atuar em projetos críticos ou em situação de risco, propondo planos de estabilização técnica. • Apoiar em estimativas técnicas e pré-vendas quando necessário. • Garantir qualidade técnica das entregas (code review, arquitetura, documentação).

• Act as a Salesforce Solutions Architect, designing end-to-end solutions for complex environments. • Define architecture and integrations involving Salesforce Core and Salesforce Industries (Vlocity). • Lead the functional and technical design of solutions including EPC, CPQ Industries, CLM and Order Management (OM). • Translate business requirements into scalable, secure architectures that adhere to Salesforce best practices. • Support development teams throughout the full lifecycle (refinement, estimation, build, testing and deployment). • Ensure alignment between technical and business areas, serving as the technical reference for the project. • Assess technical impacts, risks and dependencies between modules and integrated systems. • Support roadmap decisions, architectural evolution and technical governance.

• Identify and acquire new clients across our service portfolio (affiliation, media buying, SEO, AI solutions) • Build and maintain long-term client relationships, ensuring high customer satisfaction and retention • Collaborate with the marketing and operations teams to ensure service delivery aligns with client expectations • Create and deliver tailored sales presentations and proposals to prospects • Track pipeline performance, optimize strategy through data insights (via CRM software) and exceed revenue goals • Monitor market trends, competitor activity and identify new business opportunities • Meet or exceed monthly and quarterly sales targets

Role Description The successful candidate must possess the skills to discuss and present Meeder’s investment solutions to Registered Investment Advisors (RIAs) and Registered Representatives. Utilizing a consultative approach, the candidate must effectively provide investment solutions across Mutual Funds, Managed Account Solutions, and SMAs. The South Central territory includes Texas, Oklahoma, and Arkansas. The ideal candidate will be located in Texas. - Develop and manage a focused data-driven distribution plan which expands existing intermediary relationships, identifies new business opportunities, and generates new business leads. - Service as a subject matter expert in all Meeder’s investment solutions and services. - Successfully implement the company's consultative sales process. - Develop and execute territory sales plans; leverage resources to achieve quarterly and annual sales goals and activity targets. - Build and maintain strong advisor relationships to achieve asset retention goals. - Demonstrate knowledge of Independent RIAs and Broker Dealers proprietary platforms and competition. - Present at client seminars and training sessions; attend industry conferences as assigned. - Demonstrate effective territory management, including efficient scheduling, use of technology, appropriate CRM completion, and adherence to travel and expense budgets. - Leverage and adhere to Marketing campaigns, tools, and engagement strategies. Qualifications - Have conviction and passion for the firm’s investment solutions and services. - Demonstrate leadership qualities, ambition, and be a self-motivated team player. - Ability to recognize opportunities and provide outstanding follow-up and service. - Strong and persuasive presentation and communication skills. - Solid understanding of capital markets and how to effectively translate this knowledge into discussions with advisors. - Strong listening and probing skills to identify opportunities and provide solutions. - Good organizational skills and the ability to balance multiple priorities and meet specific production objectives.