• Lead solution design conversations directly with clients and prospects, owning the solution narrative in sales meetings. • Blueprint detailed solutions encompassing data, analytics, automation, agentic workflows, and process transformation across BPM, Consulting, Audit, Compliance, Tech Services, and AI/Agentic capabilities. • Conduct detailed needs assessments and lead consultative client discussions across carrier, MGA, and broker segments. • Collaborate with OpEx and Finance to model and price deals, directly owning the solution assumptions that feed the pricing model. • Participate in the pricing approval gate before terms are issued to flag over-commitment or margin risk early. • Work directly with the AI Factory and AI Strategists to translate emerging AI capabilities into deployable, client-ready solution designs. • Document repeatable solution patterns and contribute to packaged offering development for each practice vertical. • Train Commercial Leaders and Client Executives on solution design fundamentals and new offering capabilities. • Participate in New Business Meetings to provide early-stage solution input before deals are formally shaped. • Standardize and streamline assessment and proposal workflows across the GTM team.

• Partnering with account executives on pre-sales efforts, owning the technical aspects of the pipeline. • Leading introduction calls, technical sales presentations, product demos, RFP/RFI responses, and architecture workshops. • Assessing customer application compatibility with Game Warden (2F’s Platform-as-a-Service). • Developing in-depth technical knowledge of 2F products and serving as an SME internally and externally. • Tracking customer feedback and collaborating with product teams to align roadmaps with demand signals. • Creating technical marketing content (blogs, posts, etc.) to drive business development. • Engaging in customer conversations on cloud, DevSecOps, cybersecurity, and compliance topics.

• Assist customers with initial account setup via phone and screen share • Guide customers through login, configuration, and product functionality • Configure accounts, call flows, and devices with accuracy and attention to detail • Perform network checks and basic troubleshooting • Test configurations to ensure successful implementation • Deliver customer training on features and product usage • Meet daily productivity and performance metrics (appointments, call handling, completion rates) • Handle both inbound onboarding calls and scheduled appointments • Cross-functional collaboration: Partner with teams such as Sales, Product Support, CRM, and other internal groups to improve the overall customer experience • Demonstrate interest in AI tools and automation in customer support/onboarding workflows • Collaborate with AI-driven onboarding systems by handling escalations or edge cases AI cannot resolve • Contribute insights to improve AI onboarding agents based on real customer scenarios • Adapt to a future-state environment where onboarding is increasingly AI-assisted and backend-focused

• Solution Analysis and Design • Conduct detailed functional analysis with clients and technical stakeholders. • Identify requirements, dependencies, risks, and technical constraints. • Design scalable and resilient solutions based on modern system-integration patterns. • Produce diagrams and technical documentation to clearly present solutions to clients. • Use Digibee’s AI resources to map flows, detect patterns, and accelerate technical understanding. • Build end-to-end integration pipelines using Digibee platform components. • Configure authentication, messaging patterns, data manipulation, mappings, and synchronous/asynchronous integrations. • Implement observability mechanisms (logs, metrics, tracing) to support operations and troubleshooting. • Ensure the technical quality, performance, and security of integrations. • Leverage Digibee’s AI to accelerate development, automation, and validations. • Accurately estimate development effort and pipeline complexity. • Communicate deadlines clearly and transparently. • Take responsibility for meeting deadlines, ensuring delivery quality, and mitigating risks. • Propose alternatives when replanning is required. • Facilitate technical meetings with internal teams and clients. • Maintain clear, objective, and frequent communication on delivery status. • Coordinate alignment across teams (CSM, Product, Engineering, Support). • Document decisions and ensure all stakeholders remain aligned and informed. • Guide clients in adopting the Digibee platform and applying AI to their integrations. • Create and execute functional and integrated test scenarios. • Validate end-to-end behavior across all participating systems. • Support UAT/validation activities with clients. • Ensure quality and reduce rework throughout the project. • Use AI to generate test cases, validate contracts, and detect inconsistencies. • Diagnose and resolve incidents in integration pipelines. • Use platform logs, metrics, and tracing to identify root causes. • Propose preventive improvements and structural fixes. • Promote integration, governance, and architectural standards within the team. • Contribute to internal frameworks, reusable components, and best practices. • Support platform evolution and internal process improvements. • Act as an ambassador for innovation and AI adoption within projects.