• Provide strategic direction and thought leadership in the development and execution of NetSuite initiatives. • Serve as the primary point of contact and trusted advisor for key client accounts. • Lead the design and implementation of complex NetSuite solutions, ensuring alignment with industry best practices, scalability, and sustainability. • Mentor and coach junior consultants, fostering their professional growth and expertise in NetSuite. • Lead implementation projects through all phases: Plan, Design, Build, Verify, Deploy, and Support. • Lead User Acceptance Testing (UAT), Systems Interface Testing (SIT), and End User Training (EUT). • Define data migration strategy and lead all data migration activities.

• Engage mid-to-late stage in enterprise pursuits to lead structured value discovery sessions with economic buyers and operational stakeholders: CROs, CFOs, COOs, VPs of RevOps, and Sales leadership. • Build rigorous, data-backed ROI models and business cases that quantify the financial impact of Outreach adoption, covering productivity gains, pipeline velocity, revenue lift, and cost avoidance. • Present value findings and investment justifications to C-suite and VP-level stakeholders with confidence, credibility, and the ability to handle scrutiny from finance-oriented buyers. • Own the business case end-to-end once engaged, from discovery interview through executive presentation, with clear handoffs to AE and SC at each stage. • Leverage MEDDPICC to anchor business cases to the prospect's metrics, economic drivers, and decision criteria in a way that directly supports the AE's close strategy. • Set the roadmap for the value consulting practice including: methodology, tooling, and engagement criteria and continuous improvement. • Develop and maintain repeatable, scalable value assets: ROI templates, industry benchmarks, value discovery frameworks, and executive business review tools that the broader SC and CS team can use independently on smaller deals. • Mentor SCs on value-selling techniques, discovery best practices, and financial modeling fundamentals, raising the floor for the entire team. • Partner closely with GTM leadership, AEs and Solutions Consultants to align the value narrative with the technical win strategy, ensuring consistency across all stakeholder touchpoints from solutioning through close. • Equip Customer Success to operationalize the value realization framework, enabling them to track outcomes and feed results back into future business cases. • Collaborate with Product and Marketing to ensure Outreach's value story reflects current platform capabilities and real customer outcomes, including AI-driven workflows through Amplify, Kaia, and Research Agent.

• Create technical hardware sets and specifications for the architectural community, including code compliance for new construction projects as well as aftermarket requests. • Provide solutions to architects on product application requirements. • Participate in pre and post installation meetings as needed. • Assist with revisions, access control coordination, and requests for information during all phases of the project. • Communicate strategic project information to Project Manager to assist in the formation of a project strategy for the sales force. • Communicate project changes that may impact specification and sales strategy, maintain 2-way communication with Project Manager and Sales Team • Exhibit an intermediate understanding of electro-mechanical products and solutions including access control and software. • Communicate door hardware coordination requirements and/or conflicts, such as access control, electrical requirements, and specialty doors. • Work in conjunction with Architectural Services Team to provide a positive customer experience and deliver on project commitments. • Maintain excellent industry/competitor product knowledge by reviewing and understanding market data of competitive activity. • Adapt to changes in the marketplace. • Utilize CRM and Specification Writing software and collaboration tools. • Maintain awareness of all Allegion policies, guidelines, and procedures and ensure compliance.

• Conduct consultative tax analyses focused on identifying opportunities to recover tax credits in direct and indirect taxes; • Perform tax and fiscal diagnostics, evaluating clients' documents, transactions and information to map opportunity areas; • Prepare technical studies, opinions and executive reports consolidating findings and credit estimates; • Analyze current tax legislation, case law and regulatory changes, assessing their impacts and opportunities for clients; • Work on projects involving IRPJ, CSLL, PIS, COFINS, ICMS, IPI, ISS and other taxes, also considering the impacts of the Tax Reform; • Participate in technical and consultative client meetings to present diagnostics and clarify identified opportunities; • Work collaboratively with other ROIT squads, ensuring smooth project handover to the teams responsible for the operationalization of recoveries; • Contribute to the development of scalable tax methodologies, studies and solutions, supporting the evolution of ROIT's products and services.