• Responsible for designing end-to-end solutions that leverage Conga CLM, DocuSign CLM, and Salesforce Contracts, ensuring seamless integration between legal workflows and sales revenue processes. • Delivers technical and non-technical documentation for assigned projects, including relevant architecture diagrams (data models, template generation logic, approval workflows, and integration architecture). • Responsible for overall solution design, build task development, estimating effort to complete build tasks, and oversight of reporting/dashboard creation and User Acceptance Testing (UAT). • Expertly navigates the difference between declarative and programmatic development, determining when to leverage native Salesforce Contract capabilities versus extended partner applications (Conga, DocuSign) to meet specific legal and business compliance requirements. • Demonstrates the ability to perform advanced CLM administration, template provisioning (clause libraries, dynamic tables), workflow automation, and data migration duties as needed. • Act as a solution Subject Matter Expert (SME), working with Delivery leadership and Account Executives to accurately scope complex CLM sales proposals. • Partner with Project Managers to encourage a collaborative environment with delivery and customer project teams, bridging the gap between Legal, IT, and Sales stakeholders. • Seeks opportunities to develop professional and technical skills, while providing guidance and support to team members for technical and professional growth. • Achieves and maintains necessary Salesforce technical certifications and core CLM partner certifications.

• Responsible for designing a solution to leverage Salesforce product, features, and best practices extended with custom components to meet customer needs • Delivers technical and non-technical documentation for assigned projects, with relevant architecture diagrams (data models, high-level architecture, integration architecture, etc.) • Responsible for overall solution design, build task development, estimating effort to complete build tasks and oversight of reporting/dashboard creation and UAT. • Familiarity with the difference between declarative and programmatic development, partner applications (i.e. Conga, DocuSign, AccountingSeed, etc), and general AppExchange products and when it is appropriate to use each in relation to customer requirements. • Demonstrates the ability to perform Salesforce.com administration/configuration/data migration duties as needed • Works effectively individually and with Coastal team members and client members toward customer satisfaction and success • Act as a solution SME on the B2B Commerce Cloud, working with Delivery leadership and Account Executives to accurately scope sales proposals • Partner with Project Managers to encourage a collaborative environment with delivery and customer project teams. • Seeks opportunities to develop professional and technical skills, while also providing guidance and support to Coastal team members for technical and professional growth • Achieves and maintains necessary Salesforce technical certifications and Salesforce partner certifications

• Architect Lead-to-Cash Solutions: Design comprehensive solutions leveraging Revenue Cloud Billing (RCB) features—including Billing Rules, Tax Engines, Payment Gateways, and Revenue Recognition—to meet complex financial requirements. • Technical Documentation: Deliver detailed architecture diagrams specifically focused on the Billing Data Model, GL mapping, and integration touchpoints between Salesforce and downstream ERP systems (e.g., NetSuite, Sage Intacct). • Build & Oversight: Lead the solution design and configuration of Billing objects; estimate effort for complex invoice schedulers, credit notes, and usage-based billing logic. • Integrations & Ecosystem: Evaluate when to use native Revenue Cloud Billing functionality versus partner applications (e.g., Avalara for tax, Stripe/CyberSource for payments) or custom programmatic solutions. • Technical Hands-on Leadership: Perform advanced configuration of Revenue Cloud Billing and Agentforce Revenue Management, including managing the billing lifecycle, payment runs, and data migration of financial records. • Presales & Scoping: Act as the Billing SME to assist Account Executives in scoping complex "Quote-to-Cash" engagements, ensuring technical feasibility of financial requirements. • Mentorship: Stay at the forefront of Revenue Cloud Billing releases and provide internal guidance to consultants on the nuances of the Billing package.

• Responsible for designing a solution to leverage Salesforce product, features, and best practices extended with custom components to meet customer needs. • Delivers technical and non-technical documentation for assigned projects, with relevant architecture diagrams (data models, high-level architecture, integration architecture, etc.) • Responsible for overall solution design, build task development, estimating effort to complete build tasks and oversight of reporting/dashboard creation and UAT. • Scopes and estimates projects by collaborating with stakeholders to define business requirements, assess technical feasibility, and develop accurate project timelines, resource plans, and cost models. • Familiarity with the difference between declarative and programmatic development, partner applications (i.e. Conga, DocuSign, AccountingSeed, etc), and general AppExchange products and when it is appropriate to use each in relation to customer requirements. • Demonstrates the ability to perform Salesforce administration/configuration/data migration duties as needed. • Works effectively individually and with Coastal team members and client members toward customer satisfaction and success. • Act as a solution SME, working with Delivery leadership and Account Executives to accurately scope sales proposals. • Partner with Project Managers to encourage a collaborative environment with delivery and customer project teams. • Seeks opportunities to develop professional and technical skills, while also providing guidance and support to Coastal team members for technical and professional growth • Achieves and maintains necessary Salesforce technical certifications and Salesforce partner certifications.