Agate Software

Project Manager

• Project Planning and Execution: Develop and manage a high-volume portfolio of implementations, upgrades, and maintenance projects ensuring they are completed on time and within budget.
• Risk Management: Proactively identify and manage project risks. Develop and implement risk mitigation plans.
• Stakeholder Management: Build and maintain strong relationships with key stakeholders. Engage with key stakeholders to understand their requirements, providing expert advice on grant management strategies and product capabilities.
• Customer Collaboration: Work directly with customers to define and document high-level business requirements and detailed requirements. Align customer goals with product functionality, managing customer expectations about product capabilities and enhancements.
• Cross-functional Collaboration: Participate in cross-functional team activities, including requirements gathering and business process modeling.
• Technical Leadership: Guide technical teams in developing and implementing system configuration, customizations, and enhancements to deliver specified business outcomes. Assist in designing end-user interfaces specific to client programs.
• Quality Assurance and Control: Lead the quality assurance process and oversee the quality control process to ensure all solutions meet rigorous standards before client review.
• Testing and Validation: Develop and oversee functional and user acceptance testing to ensure the final product operates according to contract specifications.
• Documentation and Reporting: Track business operational metrics, including capacity modeling and implementation efficiency. Maintain comprehensive project documentation and provide regular progress reports to both internal and external stakeholders.

• Own and drive projects that streamline grant processes, enhance transparency, and enable critical funding for community services.
• Responsible for directing multiple implementation projects, tracking operational metrics, and managing internal work requests.
• Serve as a liaison among stakeholders, including clients, subject matter experts, and various internal teams such as product development, sales, and customer support.
• Ensure the successful delivery of projects, meeting customer expectations, and achieving company goals.

Product Manager

• Own and manage a prioritized delivery backlog for customer implementation and platform configuration work.
• Translate customer and internal stakeholder needs into clear epics, user stories, acceptance criteria, and testable requirements.
• Ensure backlog items meet the Definition of Ready before they enter sprint planning.
• Drive clarity before development starts so engineering and QA are not forced to interpret intent mid-sprint.
• Partner with customers, delivery leaders, developers, QA analysts, configuration specialists, and internal stakeholders to resolve gaps and align priorities.
• Make prioritization calls when capacity is limited, requirements conflict, or tradeoffs are required.
• Support sprint planning, backlog refinement, sprint reviews, and Agile ceremonies with strong preparation and clear decision-making.
• Review completed work against acceptance criteria and confirm whether it meets the intended business need.
• Improve delivery predictability by reducing ambiguity, rework, stalled work, sprint churn, and preventable quality issues.

Product Owner

Solutions Engineer

• Lead technical discovery with government agencies and enterprise nonprofits to understand needs, pain points, and system architecture.
• Collaborate with Account Managers, Project Managers, and Product to design solutions that are technically feasible, clearly scoped, and aligned with customer goals.
• Support RFP responses with technical documentation, estimates, and architecture input.
• Build and deliver tailored demos for complex use cases, leveraging reusable demo templates where possible.
• Provide clean, detailed handoffs to the Service Delivery and Product teams to reduce rework and scope gaps.
• Support the launch and sale of product portfolio by creating scalable demo flows and standardized pre-sales resources.
• Track scope accuracy and feedback from the Service Delivery team to improve pre-sales processes over time.
• Partner with Product to surface common requests or implementation blockers.

Engineering Manager

• Lead, mentor, and develop a high-performing Project Development team, building a culture of accountability, collaboration, and professional growth.
• Collaborate on implementing a Scrum-lead structure to scale delivery capacity.
• Standardize development processes and enforce consistent delivery practices, ensuring predictability and scalability across projects.
• Partner with Product Management and other functional and cross functional stakeholders to balance delivery speed, scope, and customer satisfaction while protecting developer bandwidth and morale.
• Drive efficient utilization of developer resources to meet profitability and margin targets.
• Build and maintain data-driven dashboards to track velocity, defects, utilization, and delivery performance.
• Ensure compliance with government contract requirements, security standards, and auditability.
• Foster a culture of continuous improvement, encouraging innovation in process efficiency and delivery quality.
• Report regularly to senior leadership on delivery outcomes, risks, and opportunities for improvement.

Project Manager

Project Manager

Product Owner

Solutions Engineer

Software Development Manager