Role Description Apex IT is a global consulting firm that provides award-winning services to transform the customer, employee, and student experiences. Since 1997, Apex IT our Salesforce and Oracle experts have provided a full range of enterprise solutions including CRM and related applications that support sales, marketing, and service; financial reporting; HR; and Business Intelligence. As a remote company, we have top talent all over the United States and India and are continuously growing. We provide our team with a flexible work-life balance in addition to the traditional benefits. Benefits - Health Benefits - Comprehensive Medical Insurance (Preferred Provider Organization (PPO) High Deductible or Copay plans) with Wellness Program and Teledoc - Health Savings Account (HSA) - Medical Flexible Spending Accounts (FSA) – Full and Limited Purpose - Dental Insurance Options - Vision Insurance Options - Critical Illness Insurance - Accident insurance - Hospital Indemnity Insurance - Financial Benefits - Profit-Sharing Program - 401(k) Program (available after eligibility period) - Travel Incentive - Employer-Paid Life and Accidental Death & Dismemberment Insurance - Employer-Paid Short-Term Disability - Employer-Paid Long-Term Disability - Dependent Care Flexible Spending Account (FSA) - Bi-Weekly Pay via Direct Deposit - Employee Discount Marketplace - Voluntary Benefits - Life Insurance - Pre-Paid Legal - Pet Insurance - Work-Life Balance - Paid Time Off, Paid Sick Leave, Paid Holidays - Flexible Scheduling - Remote Work - Learning and Development Activities - Employee Assistance Program

• Drive ownership - Own and evolve the existing structured financial data taxonomy library at AlphaSense, inclusive of all client-facing labels, metric definitions and dataset classifications, ensuring both backwards compatibility and future proofing. • Set the standard - Understand existing naming standards and define how label conventions and governance principles apply across a growing range of data types, ensuring clients can intuitively discover, understand, and leverage the data Alpha-Sense has to offer. • Collaborate cross-functionally with engineering, data, product, sales, and client-facing teams to align stakeholders on taxonomy decisions and translate conceptual frameworks into scalable, production-ready systems • Serve as the internal subject matter expert on data semantics, and develop and maintain official internal and external documentation ensuring taxonomy standards are clearly articulated and accessible to all stakeholders • Proactively identify gaps and inconsistencies as new datasets are onboarded, and drive resolution in a structured and scalable way • Design and maintain taxonomy and data structures with AI and LLM compatibility as a core consideration, ensuring labels, definitions, and conventions support model training, inference, and broader AI-driven automation • Lay the foundation for a future taxonomy practice — building repeatable frameworks and positioning this function for team growth over time

• Own the full product roadmap for the Agent pillar — unified Agent backend, Agent Drafts, AI Answers, Agentic Actions, Docs automation, and workflow amplification • Drive the consolidation of Drafts and AI Answers onto a single backend system, enabling the full Agent capability set to compound from a shared foundation • Define the experience and configuration UX that moves customers up the trust ladder — from "let me review that draft" to "handle it without me" • Shape how the Agent monetizes: resolutions, drafts, handoffs, and docs improvements are all outcome-priced surfaces; you'll own the logic for how customers experience and pay for each • Partner closely with the Intelligence and Conversations PMs — Agent needs signals from Intelligence and coordination with Conversations to work as a coherent system, not a feature stack • Spend real time with customers: understanding where they trust the AI, where they don't, and what would move them • Work with GTM and CS to ensure the Agent story is clear, the adoption motion is tight, and customer feedback loops back into the roadmap

• Own the full product roadmap for the Intelligence pillar: Topics, Sentiment detection, CX Score, and contact/company profiles enriched with conversation data • Ship the near-term: get Topics and Sentiment in front of customers fast, with a clear value signal — then use what you learn to sequence what comes next • Define the conversion moment: CX Score and churn risk alerts are the features that make a customer want to pay for Understand. You'll own how those land and what they trigger • Treat Intelligence as a shared primitive, not a standalone product. Signals from this pillar need to be accessible to the Agent and Conversations pillars — you'll coordinate those interfaces actively • Partner with the Gateway and Data teams to ensure the underlying infrastructure can support the aggregates Intelligence depends on, especially as CRM and lifecycle data start flowing in • Spend time with customers: support leads, ops managers, and the business owners who care about what support data can tell them • Work with GTM on the messaging for Understand — this is a net-new category for Help Scout and the story needs to land clearly