• Define end-to-end CRM solution architecture for Dynamics 365 CE implementations. • Lead discovery workshops, requirement gathering sessions, and fit-gap analysis. • Translate business requirements into scalable functional and solution designs. • Create solution blueprints, architecture diagrams, and implementation roadmaps. • Provide architectural governance throughout the project lifecycle. • Design and implement: o Lead Management o Opportunity Management o Account & Contact Management o Sales Forecasting o Sales Pipeline Management o Territory Management o Quote-to-Order Processes o Sales Insights and AI-Driven Selling • Design customer engagement strategies utilizing: o Customer Segmentation o Customer Journeys o Email Marketing o Campaign Management o Event Management o Lead Nurturing o Marketing Automation o Customer Insights and Analytics • Architect solutions for: o Case Management o Omnichannel Engagement o Knowledge Management o SLA Management o Customer Self-Service Portals o Customer Service Copilot o Contact Center and Agent Productivity • Drive adoption of: o Power Apps o Power Automate o Dataverse o Power BI o Copilot Studio o AI Builder • Design low-code solutions extending D365 CRM capabilities. • Define integration patterns with ERP, Finance, HR, eCommerce, and third-party applications. • Design integrations using: o Azure Integration Services o Logic Apps o Service Bus o APIs o Dataverse • Develop data migration and master data management strategies.

• Partner with Account Managers to demonstrate new Ramp products and features to existing customers, building the business case for expansion through customized demos and workflow illustrations • Evaluate customer requirements for expansion opportunities, assessing fit through use-case analysis, ROI assessments, and technical scoping • Design and recommend best-fit Ramp architecture — including when and how to use APIs, ERP integrations, and HRIS connectors — based on each customer's existing systems and workflows • Act as a technical advisor to customers and internal teams, guiding integration, configuration, and system design decisions without writing code directly • Troubleshoot ERP and integration blockers, and guide customers through complex configuration decisions across NetSuite, Sage Intacct, Microsoft Dynamics, Oracle Fusion, and others • Support Account Managers on technical workstreams, ensuring faster time-to-value during product rollouts and expansions • Be a subject matter expert across accounting systems and integration partners; advocate for integration development in line with customer needs alongside Product and Partners • Influence Ramp's product roadmap by channeling customer pain points and feedback to Product and Engineering teams • Contribute to internal documentation, tooling, and knowledge bases that scale Ramp's ability to support integration use cases across a growing customer base

• Lead in-depth product discussions with top users and prospects. • Execute against go-to-market strategy for Money Management products. • Educate product and engineering teams on market trends. • Act as a Subject Matter Expert on Stripe’s Money Management products. • Demonstrate a deep understanding of embedded finance applications. • Consult with users on a range of embedded finance use cases. • Understand compliance requirements of solutions built with Stripe products. • Define, share, and learn best practices and reusable assets with GTM organization. • Create reference architectures to uplevel the team. • Partner closely with Money Management product sales team. • Serve as a “Voice of the Customer” internally. • Provide critical insights on emerging technologies affecting product roadmap. • Understand the sales process for the product, providing tools to Sales team.

• Source and qualify new business opportunities in North America. • Build and manage a client pipeline across multiple verticals. • Proactively reach out to prospects via outbound (email, calls, social). • Coordinate discovery & qualification conversations. • Partner with leadership to close deals. • Attend industry events, conferences, and client meetings (travel expected 40% of the time).