• Lead digital transformation initiatives for clients, acting as a strategic advisor on both technical and business fronts. • Collaborate with the product and sales teams to drive product innovation, identifying market opportunities and shaping new solutions that generate revenue. • Lead and mentor a multi-disciplinary team, including engineers, analysts, and consultants, ensuring the delivery of high-quality, client-focused solutions. • Partner with the product team to influence the development roadmap, ensuring that client feedback and market trends are integrated into product innovations. • Drive the discovery process for clients, leveraging your expertise in financial services technology and digital transformation to architect tailored solutions. • Present complex technical concepts to C-level executives, positioning InvestCloud as the leading solution in the financial services industry. • Achieve and exceed sales targets by managing client relationships and fostering growth opportunities through consultative selling. • Provide internal thought leadership by sharing best practices and driving excellence across teams, promoting a culture of innovation.

• Entendimento de contexto e dores do cliente • Atuar junto ao time comercial e stakeholders para compreender o contexto, necessidades e dores dos clientes • Participar de conversas, levantamentos e alinhamentos para garantir entendimento claro do problema antes de propor qualquer solução • Questionar demandas quando necessário, buscando ir além do pedido inicial e chegar na real necessidade • Análise e estruturação de soluções • Traduzir problemas de negócio em soluções digitais viáveis • Estruturar fluxos, regras de negócio e comportamentos esperados do sistema • Avaliar diferentes abordagens para resolver o problema, considerando impacto, esforço e viabilidade técnica • Garantir que a solução proposta faça sentido tanto para o cliente quanto para o time de desenvolvimento • Construção e detalhamento de escopo • Organizar e estruturar requisitos de forma clara e compreensível para o time técnico • Escrever histórias de usuário, critérios de aceite e regras de negócio • Garantir que o escopo esteja completo, consistente e alinhado com o objetivo da solução • Acompanhamento e validação de entregas • Acompanhar o desenvolvimento das soluções junto ao time técnico • Esclarecer dúvidas e ajustar direcionamentos ao longo da execução • Validar entregas garantindo aderência ao problema e à solução definida • Conexão entre áreas • Atuar como ponte entre cliente, comercial e time técnico • Garantir alinhamento de expectativas entre todas as partes envolvidas • Comunicar decisões, mudanças e impactos de forma clara

• Lead a team in the Ohio Valley and Midwest territory, assisting with complex customer opportunities • Mentor and develop team members, fostering their technical expertise and customer knowledge • Provide expert sales and technical assistance by clearly articulating Cohesity technology to both your SE team and customers/prospects • Enable customers to seamlessly integrate Cohesity products into their existing production environments • Assist in responding to customer and partner requests, ensuring timely and accurate information and proposals • Drive the secondary storage technology strategy for our largest customers and partners • Communicate Cohesity's vision by developing and delivering product demonstrations, workshops, white papers, and proposals • Guide the team in successfully implementing proof of concepts to showcase the value of Cohesity technology • Collaborate with product management to convey customer requirements and contribute to product development and improvements • Provide project management and post-sales technical support if needed.

• Uncover and drive new customer opportunities by providing sales and technical assistance, effectively articulating Cohesity technology to both business and technical users. • Enable customers to seamlessly integrate Cohesity products into their production environments, ensuring flawless operation and meeting their specific needs. • Develop and lead the secondary storage technology strategy for our largest customers and partners, establishing Cohesity as the primary solution provider in the market. • Communicate Cohesity's vision by delivering engaging product demonstrations, workshops, white papers, and proposals. • Identify customer needs and craft proof of concepts to showcase the value and capabilities of Cohesity technology. • Collaborate closely with product management as a field representative, providing valuable insights and conveying customer requirements for product development and improvements. • Provide project management and post-sales technical support as required, ensuring customer satisfaction throughout the entire lifecycle.