• Analyze complex datasets to identify trends, patterns, and potential business conduct risks. • Develop actionable insights and recommendations to support risk mitigation strategies and business decision-making. • Execute SQL queries to investigate trigger behaviors, analyze data, and provide meaningful summaries to investigative teams. • Compile, cleanse, organize, and interpret large datasets to understand business outcomes and emerging issues. • Conduct risk assessments and trend analyses, including cost-benefit evaluations and business impact assessments. • Partner with business, technology, compliance, and operational teams to deliver effective solutions. • Serve as a trusted subject matter expert and liaison between stakeholders across the organization. • Create and deliver presentations, dashboards, and executive updates that communicate key findings and recommendations.

Role Description The Solutions Consulting team is made up of motivated, tech-savvy communicators – team players who make an impact across the whole organization. This is a pre-sales role that sits at the intersection of Sales, Product, Engineering, and Marketing -- you're looked at not just as a product expert, but as a thought leader and trusted advisor that helps drive the future of the Iterable platform. You’ll constantly be learning and applying a broad range of skills, collaborating with diverse internal and external teams – guiding marketers, tech teams, product managers, and C-level executives on how to best unlock the full value of Iterable. We're looking to expand our growing organization with teammates who are intellectually curious and willing to embrace challenges, all while keeping our company values of Humility, Trust, Growth Mindset, and Balance top of mind. By learning about prospects’ goals, crafting solutions, and giving feedback you’ll have daily opportunities to hone your sales and technical presentation skills. You’ll demonstrate the power and value of the Iterable platform using creative brainstorming, critical thinking, and problem-solving. You will also get to tackle a broad range of situations beyond sales presentations, including internal education and technical projects. How you will make a difference: - Work closely as a strategic partner with our Enterprise Account Executives and Customer Account Managers to assess deal challenges and think critically to provide solutions. - Generate excitement around the Iterable platform by delivering compelling custom and technical presentations tailored to diverse audiences. - Investigate prospects' technical landscape to provide a seamless integration recommendation and consult on optimal data flow to support business outcomes. - Build deep relationships with prospects and technical stakeholders. - Create well-documented solutions from initial scoping through to successful handoff to our Professional Services team. - Play a major role in helping to close large SaaS enterprise deals. - Liaison cross-functionally with internal teams to deliver new features and drive adoption of the Iterable platform. - Continually invest in your own career through opportunities that enable you to grow professional interests that coincide with the growth of our organization. - Have the opportunity to get on-site with prospects and existing customers when warranted. Qualifications - 3+ years of SaaS/MarTech presales experience, with a proven track record of navigating complex enterprise deal cycles. - Strong technical fluency, including hands-on experience with APIs, JSON data structures, technical scoping, and ideally, leveraging AI/LLMs for efficiency. - Knowledge of the MarTech ecosystem, including Mobile Integrations/SDKs, CDPs, Data Warehousing, ETLs, and iPaaS solutions. - Expert discovery and value-selling skills, with the ability to uncover the "why behind the why," create constructive tension, and seamlessly align technical features to customer pain points. - Exceptional communication and presentation skills, with a knack for building rapid trust with key technical stakeholders. - A deeply curious, self-motivated mindset with a passion for researching, testing, and mastering cutting-edge technology. - A highly collaborative team player who embraces challenges, constantly iterates, and willingly shares knowledge to uplift those around them. Benefits - Paid parental leave - Competitive salaries, meaningful equity, & 401(k) plan - Medical, dental, vision, & life insurance - Balance Day (First Friday off every quarter) - Fertility & Adoption Assistance - Paid Sabbatical - Flexible PTO - Monthly Employee Wellness allowance - Monthly Professional Development allowance - Pre-tax commuter benefits - Complete laptop workstation

• Deliver customer projects on budget, on schedule, and aligned to defined business and technical outcomes while creating a high-quality customer experience. • Serve as a reliable technical escalation point who resolves complex issues and uses those situations to strengthen team capability. • Partner effectively with Project Management to set expectations, communicate risks, and maintain clear stakeholder alignment throughout engagements. • Contribute to Coretek’s relationship-based culture by consistently demonstrating Accountability, Integrity, and Relationships in work with customers and internal teams. • Lead discovery and requirements definition to understand the customer’s business drivers, technical constraints, and desired outcomes. • Design and implement Azure infrastructure solutions, including detailed solution designs, implementation plans, validation steps, and operational documentation. • Implement new Azure environments using Microsoft Cloud Adoption Framework and Well-Architected Framework principles, including migration of on-premises and cloud workloads through Azure Migrate where appropriate. • Validate implemented solutions for functionality, security, resiliency, and operational readiness before customer handoff. • Facilitate onboarding of customer environments to Managed Services through clear knowledge transfer, support transition planning, and complete documentation. • Develop implementation plans and technical guidance that enable other team members to execute build activities consistently and accurately. • Perform troubleshooting, remediation, and root cause analysis for complex Azure infrastructure issues. • Support development and review of Statements of Work, technical scopes, solution assumptions, and estimates for complex Azure engagements. • Review solution designs and bills of materials with manufacturers, partners, or internal stakeholders to confirm alignment with project requirements. • Improve Coretek-defined standards, templates, and repeatable delivery assets based on field experience and lessons learned.

Role Description - Gather and document client requirements - Document solution - Configure and test Deltek Costpoint software - Develop desktop procedures - Deliver formal and informal training - Effectively communicate and coordinate across implementation team - Mentor and support team members - Maintain high customer satisfaction levels for internal and external customers - Work with team to define creative and effective solutions - Provide status updates related to assignments - Lead meetings and conduct presentations Qualifications - Consulting Experience implementing solutions for Deltek Costpoint OR - Experience as a Senior Accountant (or Higher) using multiple modules of Deltek Costpoint or equivalent ERP software OR - Consulting experience with an accounting firm - Consulting experience implementing project-based ERP solutions - 5+ years of accounting experience as accountant or consultant - Ability to work efficiently and effectively within team environment - Strong written and verbal communications skills - Effective organization skills - Ability to commit to a task and deliver that commitment on schedule - Ability to travel - Bachelor’s degree in accounting or related field or equivalent combination of education and experience - Strong customer service skills Requirements - Potential for travel - This is a remote position. Benefits - Health insurance - Opportunity for advancement - Vision insurance - 401(k) - 401(k) matching - Competitive salary - Dental insurance