• Lead the end-to-end design for Sage Intacct prospects & clients, inclusive of areas such as job costing, project management, billing, and financial reporting. • Define and document future-state system architectures, including data flows, integrations, security considerations, and scalability requirements. • Evaluate and recommend third-party platforms (e.g., Procore, BuildOps, ServiceTitan) and integration patterns that enhance client outcomes while maintaining long-term system integrity. • Establish architectural standards, patterns, and best practices for Accordant’s solutions, ensuring consistency and supportability across engagements. • Partner with Sales to support pre-sales discovery, solution validation, and scope definition, ensuring proposed solutions are feasible, well-architected, and aligned with client objectives. • Translate business requirements into clear solution narratives, helping clients understand trade-offs, risks, and long-term implications of design decisions. • Contribute to the development of implementation approaches, including fixed-price and phased delivery models, by defining assumptions, dependencies, and architectural guardrails. • Serve as a senior technical voice in client conversations, building confidence and credibility with executive and operational stakeholders. • Provide architectural oversight during implementations, ensuring delivery teams adhere to approved designs and escalate risks or deviations early. • Partner with Consulting and Development teams to resolve complex functional or technical challenges, including integrations, data migration, and performance optimization. • Support the transition from implementation to managed services by ensuring solutions are documented, supportable, and aligned with MSP standards. • Design and oversee integrations between Sage Intacct and third-party technologies, balancing real-time needs, data accuracy, and maintainability. • Stay current on Sage platform roadmap developments and partner ecosystem capabilities, proactively identifying opportunities to enhance Accordant’s offerings. • Analyze patterns across client engagements to identify opportunities for repeatable solutions, accelerators, and packaged offerings. • Contribute to the evolution of Accordant’s delivery frameworks, architectural playbooks, and internal enablement materials. • Act as a mentor and escalation resource for consultants and analysts, elevating the overall architectural maturity of the practice.

• Guiding an implementation for a CRM, CDP, and/or Marketing Automation system from beginning to end, leading the documentation and planning process, all the way through writing requirements for the implementation of the actual code. • Recognize opportunities and solutions to key business challenges through technology, recommending additional tools and providing guidance on getting more value out of current tools, along with designing entire Martech stacks from scratch. • Provide specifications and requirements for the internal technical team, working with the technical project manager and engineers to ensure a successful outcome. • Leading implementation projects and consistently communicating on project deliverables with clients. • Acting as an SME (Subject Matter Expert) on certain sales presentations and standup meetings with clients, with the ability to speak confidently about their deliverables, ideas, and best practices. • Marketing analytics and reporting support as needed. Understanding user journeys, marketing automation, and customer data. • Understand multi/omni channel transactional and marketing messaging. • A good understanding of user states, events, and user journey mapping.

• Support sales teams by designing and architecting tailored IT solutions • Build and maintain technical relationships with OEM partners • Develop and manage lab and demonstration environments • Deliver customer presentations, demonstrations, and proof-of-concept engagements • Assist with RFIs, RFPs, RFQs, solution documentation, and architectural diagrams • Collaborate with Sales, Engineering, and Project Management teams on solution delivery • Provide technical expertise during customer engagements and deployments • Identify opportunities to expand services and add customer value • Maintain relevant certifications aligned with strategic technologies • Contribute to marketing efforts such as blogs, white papers, and technical content.

• Develop and execute technical win strategies against incumbent DMS providers, including CDK, Reynolds, and Tekion • Lead executive-level discovery sessions to uncover operational inefficiencies and platform limitations • Deliver advanced, workflow-driven demonstrations across sales, F&I, service, parts, and accounting • Map Pinewood.AI capabilities directly to financial performance, scalability, and operational impact • Surface and resolve technical objections early, eliminating perceived migration or integration risk • Support RFP responses, security reviews, compliance assessments, and technical due diligence processes • Design and deliver proof-of-concept engagements that demonstrate measurable workflow improvements • Anticipate and neutralise competitive FUD around integration, conversion risk, uptime, reporting depth, and compliance • Partner closely with Account Executives to control deal narrative, pacing, and competitive positioning