• Plan, coordinate, and execute integration projects across multiple areas. • Serve as a primary technical liaison between acquired companies, internal stakeholders, and external vendors. • Conduct discovery sessions to assess existing processes and system structures. • Manage project plans and timelines for integrating new entities. • Facilitate cross-functional meetings with HR, Finance, IT, and Operations. • Provide integration updates to stakeholders and support change management communications.

• Support pre and post-sales activities for a market-leading incident management platform • Collaborate closely with Sales and Customer Success teams • Drive deals by uncovering customer pain points • Assist in securing large enterprise deals with Fortune 500 customers • Provide technical support during the Proof of Value process • Ensure a seamless transition for new customers to Customer Success

• Lead technical discovery and solution scoping for employer and higher-ed partnerships, ensuring feasibility, instructional alignment, and clean delivery handoffs • Shape program proposals and solution documentation with clear assumptions, constraints, and delivery implications • Support early-stage partner discovery, executive workshops, and flagship launches (up to ~30% travel), serving as CodePath’s technical authority in client conversations and building credibility with engineering leaders and executives • Act as the primary technical liaison between Sales and Curriculum, Product, and Delivery teams • Translate partner needs and market signals into clear internal inputs for packaging, iteration, and enablement • Develop technical sales enablement assets (talk tracks, FAQs, configuration guides) to accelerate deal cycles and delivery readiness • Assess technical and delivery feasibility of new partnership opportunities • Represent CodePath’s technical credibility with external stakeholders, across technical and non-technical audiences • Partner with Data and Delivery to evaluate pilot outcomes and support scalable rollout of validated solutions

• Lead the design and architecture of Cyberbank solutions that meet client needs and align with industry best practices • Define and lead Discovery sessions to evaluate high-level business solutions • Create the Discovery plan and conduct the functional gap/delta analysis in collaboration with the Core Delivery Lead (CDL), Digital Delivery Lead (DDL), Chapter Director (CHD), Solution Architect (SA), and Core Delivery Manager (CDM) • Conduct solution demonstrations and workshops to showcase Cyberbank software capabilities and gather client feedback • Serve as a trusted advisor to clients, offering strategic insights and recommendations to maximize the value of our Cyberbank software solutions • Design the Client Solution to adopt and adapt the existing out-of-the-box features from Cyberbank Core that best fit the client’s needs and reduce gaps/deltas • Build, manage, and prioritize the project Backlog through continuous refinement • Create the project roadmap and Sprint scope definition • Act as the key contact between the client to ensure the Team understands the client’s needs and expectations, product goals, scope, and vision • Work with Solution Architects (SAs) to identify external vendors and dependencies • Work with the Business Analyst (BA) to create and refine User Stories and establish the acceptance criteria for each story • Help the Team set the goals for each Sprint and communicate them to the Development Team • Validate that the end-to-end functionality meets the business and client requirements • Keep the Team and stakeholders informed of backlog status, Sprint progress, risks, and issues • Work closely with the Scrum Master (SM) and the Project Managers (PMs) to share findings and best practices, anticipate, and resolve product and story-related issues • Facilitate Sprint Review Demos • Collaborate on improving established processes, documents, tools, or any key project deliverable based on experience and lessons learned • Support pre-sales activities, including solution scoping, requirements gathering, and proposal development, as needed