• Support implementation activities for new clients, renewing clients and TPA (Third Party Administrators) changes by executing assigned tasks and deliverables throughout the implementation life cycle • Assist with coordinating onboarding timelines, milestones, and documentation in alignment with established project plans • Track implementation progress and help ensure tasks are completed on schedule and according to quality standards • Maintain and organize implementation artifacts, including client documentation, configuration files, and meeting materials • Identify risks, issues, or gaps and escalate appropriately to Implementation Managers • Help validate information received from clients and partners for accuracy and completeness • Work closely with Implementation Managers, Client Success Managers, and internal teams to ensure seamless handoffs and alignment • Support coordination with vendors and external partners to facilitate data exchanges, testing, and readiness activities • Participate in implementation meetings by preparing agendas, taking notes, and tracking follow-ups • Contribute to internal process improvements aimed at enhancing efficiency and client experience • Assist in monitoring key implementation metrics and service-level commitments • Ensure documentation and deliverables support downstream client success and performance guarantees • Help identify opportunities to improve workflows and reduce friction for clients and internal stakeholders

• Contribute in end-to-end Kyriba implementation projects - project scoping, planning, design, configuration, testing and go-live. • Provide support to clients during the implementation, understanding their treasury management requirements, advising on best practices, and ensuring solutions provided align with their needs and objectives. • Being part of cross-functional teams, including technical, functional, and clients' resources, to ensure smooth and timely execution of project deliverables. • Updating stakeholders on project status, timelines, risks, and deliverables, ensuring transparency and proactive issue management. • Advising clients surrounding their treasury technology solutions. This could include re-defining current technology practises, vendor selection and implementation of treasury technology solutions. • Identifying new business/project opportunities both locally and internationally. • Playing a part in commercial activities such as presentations, RFP’s, events and networking. • Managing treasury advisory projects from start to finish, ensuring that deliverables are submitted to clients at a high quality, on a timely basis and in line with the agreed engagement terms.

Role Description This is a high-impact, transformative position designed for a brilliant system generalist, implementation leader, or low-code developer who lives to make business systems communicate seamlessly. Reporting across both our entertainment and real estate arms, your core mission is to optimize operational efficiency. You will: - Map out internal workflows. - Connect disparate platforms using tools like Zapier/Make. - Engineer advanced automation loops inside HubSpot CRM. - Build custom AI-powered endpoints (using large language models like Claude, OpenAI APIs, or custom knowledge-base chatbots) to automate high-friction operational tasks. - Craft daily executive data briefings. - Implement automated, instant response mechanisms for incoming real estate inquiries. Qualifications - 3–5+ years of experience working as a Systems Implementation Manager, Operations Automation Specialist, Low-Code Developer, or Technical Solutions Architect. - HubSpot Expert Status: Advanced, deep-tier understanding of HubSpot CRM, data objects, custom properties, and multi-stage workflow structures. - No-Code/Low-Code Mastery: Expert capabilities mapping complex automation logic inside Zapier or Make. - Tangible Fields & AI Implementation Experience: Hands-on experience integrating generative AI tools (OpenAI API configurations, Claude prompts, langchain tools, or conversational bots) into live corporate environments. - Elite Problem-Solving Personality: You do not wait to be handed blueprints; you analyze the tech stack and independently build the automated solution. - Excellent English & US Overlap: Superior written and verbal English communication skills, alongside the ability to maintain consistent daily overlap with US business time zones. Requirements - Advanced HubSpot Workflows & Sales Automation (Event Production Arm) - CRM Optimization: Take complete architectural ownership of HubSpot CRM workflows, designing automated sequences that streamline complex B2B sales cycles. - Task Automation: Eliminate manual friction for our event sales team by engineering automated protocols for deep-dive prospect research, instant CRM updates, follow-up scheduling, and dynamic proposal generation. - Intelligent AI Tooling & Real Estate Auto-Responses (Rental Arm) - Conversational AI Deployments: Analyze customer booking inquiry data to build, train, and maintain highly responsive, custom-fed AI chatbots or auto-responders capable of handling tier-1 property questions natively and accurately. - Data Integration: Construct automated pipelines that pull property reporting data across platforms to generate clear, automated executive insights. - Full-Scale System Integration & Low-Code Development - Silo Destruction: Audit our current technological footprint and design complex integration logic via middleware like Zapier or Make to link internal platforms cleanly. - Executive Daily Briefings: Program automated data-scraping and synthesis workflows to deliver structured, high-priority daily action intelligence reports directly to leadership. - Constant Continuous Innovation: Keep your finger on the pulse of evolving AI models and tools, building out proof-of-concepts that continuously reduce corporate administrative debt. Benefits - Remote work opportunity (LATAM) - Independent Contractor contract - Full-Time schedule, Monday-Friday, PST

• Support sales team in client-facing pre-sales activities, acting as a trusted partner to prospects. • Assist in preparing demos, presentations, and technical documentation to help secure client sign-ups. • Collaborate with senior specialist to understand client requirements and translate them into actionable solutions. • Assist in the implementation of iPiD’s solutions, ensuring smooth onboarding and integration for clients. • Work with clients to gather requirements and support technical setup, focusing on APIs and workflows. • Coordinate with Technology and Product teams to support integration tasks and troubleshoot basic issues. • Document lessons learned and contributed to internal knowledge-sharing resources. • Serve as a primary point of contact for clients post-implementation, fostering long-term relationships and client satisfaction. • Deliver ongoing training, enablement sessions, and best-practice guidance to help clients maximize the value of iPiD’s solutions. • Monitor client usage data and feedback to identify pain points, opportunities for improvement, and potential expansion. • Proactively identify and escalate client issues or risks to senior team members before they impact client experience. • Support retention and advocacy efforts by ensuring clients achieve measurable success with iPiD’s solutions.