UFS Tech

Manager

• Manage, coach, and support a team of quoting and SOW specialists supporting Product, Sales, Operations, and Finance stakeholders.
• Manage the day-to-day CPQ process within Salesforce, including product configuration, pricing rule application, discount approval workflows, and quote-to-order handoff integrity.
• Support quality and consistency of Statement of Work documents across professional services and bank application engagements by applying established review and sign-off standards.
• Serve as an escalation point for quoting questions, pricing exceptions, and SOW scope clarifications, coordinating with Product, Sales, Finance, Legal, and senior leaders as needed.
• Partner with Managed Services delivery leads to ensure SOW scope accurately reflects resource models, SLAs, and contractual obligations.
• Maintain and recommend improvements to quoting templates, SOW libraries, and process documentation to reduce cycle time and error rates.
• Track and share operational metrics, including quote turnaround time, SOW approval cycle, and revision rates, with leadership on an established cadence.
• Ensure all quoting and SOW activity adheres to applicable financial services regulatory requirements, internal controls, and GLBA information handling standards.
• Collaborate with Finance to align quote-to-cash processes with revenue recognition policies and billing operations.
• Participate in Salesforce CPQ enhancement projects, including migration planning toward Revenue Cloud as applicable.

Quoting Manager

Product Manager

• Run discovery with design-partner banks and translate real workflows into the semantic and metric model and the product roadmap
• Define and maintain the golden-question set — the verified questions and answers that gate every release
• Prioritize early delivery, managing trade-offs between speed, accuracy, and security in an on-premises, regulated-institution context
• Own the AI product narrative for bankers and for procurement and security stakeholders
• Partner with design and engineering and facilitate cross-functional teams on a banker-friendly experience, scope and sequencing, and product enablement, including piloting with clients
• Manage the product lifecycle for AI-enabled banking solutions — systems integration, analytics, roadmap planning, and product collateral and positioning for new and existing products
• Research market trends and conduct competitive analysis to inform product positioning, objectives, and roadmap priorities
• Partner with vendors and third-party strategic partners to support new and existing product initiatives
• Define success metrics and instrument product adoption

AI Product Manager

AI Engineer

• Build Navanta’s retrieval and verifications over data systems, with shown queries and citations for every answer
• Stand up self-hosted open-weight models serving and embeddings inside each bank’s environment or shared environments for Navanta; evolve RAG to a dedicated standard
• Design the MCP tool layer that exposes a small, audited set of read-only tools (metrics, documents, customer 360), eventually growing into read/write tools with heavy amounts of regulated, highly sensitive data
• Build and maintain the evaluation harness — golden-question regression, groundedness and retrieval metrics, explicit “I don’t know” behavior — and make it a release gate
• Implement LLM guardrails: PII redaction in prompts and context, prompt-injection defenses, and cost and row limits aligned to regulatory security expectations
• Partner with data teams so the model selects governed metrics from the semantic layer rather than improvising SQL
• Document model architecture, evaluation methodology, and guardrail controls to support customer security reviews and audit readiness
• Track latency, cost, and quality trade-offs across model versions and deployment configurations

Lead AI ML Engineer

Data Engineer

• Design the lakehouse: Apache Iceberg (or similar technology) on object storage, a catalog for table management and per-bank isolation, dbt models, and a query engine
• Build secure, least-privilege ingestion from bank systems — log-based CDC where permitted, with query-based and batch/SFTP fallbacks, plus an in-bank collector pattern
• Own data modeling for the semantic and metric layer (deposits, concentration, uninsured exposure, asset quality, and peer groups)
• Handle schema drift, data quality, and reconciliation; make ingestion observable and recoverable
• Partner with the AI/ML team on the structured-query path and with Security on PII classification at landing, in alignment with regulatory data-handling requirements
• Document data lineage, transformation logic, and access controls to support audit and exam readiness
• Define and enforce data contracts, quality thresholds, and alerting for pipeline failures

Lead Data Engineer

Infrastructure Engineer

• Design and own the Infrastructure-as-Code baseline that enables dedicated single-tenant or on-premises deployment with minimal per-customer effort
• Stand up and operate Docker and Kubernetes (and K3s for small or in-bank installs), ingress, load balancing, and the CI/CD pipeline
• Build and maintain the secrets and certificate story and the observability stack
• Define environment promotion, release automation, and rollback procedures — making deployments boring and repeatable
• Partner with Security on encryption, network isolation, and exam-ready hardening aligned to regulatory guidance
• Right-size and operate GPU and inference infrastructure as the AI workload grows
• Establish on-call, SLOs, and capacity planning practices ahead of beta scale-up
• Document deployment architecture and operating procedures to support customer due diligence and audit readiness

Lead Platform Infrastructure Engineer

Support Engineer

• Answers, evaluates and prioritizes service requests received via phone, voicemail, email, etc. specifically related to banking software support.
• Logs and tracks all requests using company’s customer management tracking system, including documenting all actions taken to resolve requests
• Assists in implementation of new software releases for applications responsible for supporting bank processing
• Documents resolutions in a central location for knowledge sharing internally and with customers
• Participates on bank conversion/merger/acquisition teams as needed
• Assists with Major Projects and Initiatives as assigned
• Participates in assessments, project planning and client meetings
• Works with third party vendors on behalf of customers
• Analyzes and evaluates service requests to identify trends and make recommendations

Customer Support – Loan Analyst

Business Development Rep

• Conduct a high volume of outbound phone calls daily to identify and engage potential customers.
• Send personalized and targeted outbound email sequences to generate interest and drive conversions.
• Leverage multiple channels (phone, email, social touches) to increase connect rates and establish contact with decision-makers.
• Qualify prospects through cold calls and follow ups to understand their pain points, needs, budgets, and timelines.
• Maintain accurate and detailed notes in the CRM.
• Build and nurture a consistent pipeline of early-stage opportunities for the sales team.
• Schedule discovery meetings for Account Executives.
• Track outreach activity and optimize performance using data-driven insights.
• Provide pre-and-post webinar and event communication with prospects and clients as needed to drive attendance and follow-up conversations.
• Utilize CRM systems (Salesforce, HubSpot, Gong) for lead management, tracking, and reporting.
• Work with sales & marketing leadership to refine outreach scripts, email templates, and value messaging.
• Use sales engagement platform (Gong) to manage sequences and touchpoints.
• Partner closely with marketing to follow up on outbound campaigns and ensure alignment on messaging.
• Share insights from market conversations to help guide product, marketing, and sales strategy.

Business Development Representative

Performance Marketing

• Develop and own the comprehensive demand generation strategy aligned to company growth objectives, revenue targets, and go-to-market priorities
• Lead full-funnel demand generation efforts across awareness, engagement, conversion, and pipeline acceleration
• Translate business goals into scalable, measurable marketing programs that drive qualified pipeline and revenue growth
• Establish quarterly and annual demand targets, forecasts, and performance benchmarks
• Plan, execute, and optimize integrated, multi-channel demand generation campaigns including digital, email, paid media, events, webinars, and account-based marketing (ABM) initiatives
• Partner with Content, Brand, Product Marketing, and Events teams to deliver cohesive, on-brand campaign experiences
• Drive continuous experimentation and testing (A/B testing, messaging, channels, offers) to improve conversion rates and ROI
• Ensure timely execution of campaigns while managing multiple priorities and deadlines
• Work closely with Sales leadership to align on lead definitions, pipeline stages, service-level agreements (SLAs), and revenue goals
• Optimize lead scoring, routing, and nurturing programs to improve lead quality and sales efficiency
• Support sales enablement efforts with insights, campaign intelligence, and targeted demand programs
• Partner with Growth Operations to improve funnel visibility and attribution
• Own and optimize marketing automation and analytics
• Ensure data integrity, reporting accuracy, and consistent measurement across all demand programs
• Manage demand generation budget, forecasts, and vendor relationships
• Allocate spend across channels to maximize efficiency and return on investment
• Monitor performance against goals and proactively adjust strategy to ensure targets are met
• Mentor marketing team members, fostering a culture of accountability, collaboration, and continuous improvement
• Collaborate cross-functionally with Marketing, Sales, Product Management, and Client Relationship Management to ensure alignment across the customer lifecycle
• Serve as a strategic thought partner to the VP of Brand & Marketing and executive leadership on growth initiatives
• Stay current with industry trends, emerging technologies, and best practices in demand generation and B2B marketing
• Identify and implement innovative approaches to improve scalability, personalization, and client engagement
• Contribute to Navanta’s Purpose of Empowering Community Bankers and Our People to Thrive – Together through disciplined execution and collaborative leadership

Director of Demand Generation

Administration

• Serve as the primary administrator and subject matter expert for HubSpot Marketing Hub
• Manage user access, permissions, roles, and licenses and oversee onboarding and offboarding within HubSpot
• Own platform governance including properties, forms, lists, naming conventions, templates, and folder structure
• Design, build, test, and maintain workflows, automation, lead routing, scoring, and lifecycle logic
• Ensure data quality, consistency, and integrity across contacts, companies, campaigns, and reports
• Monitor and manage integrations and data flow between HubSpot and connected platforms such as Salesforce and troubleshoot and escalate as needed
• Perform ongoing platform hygiene including cleanup, archiving, and retention support
• Stay current on HubSpot releases and best practices and recommend and implement enhancements that improve efficiency and performance
• Create and maintain clear documentation, standards, and how to guidance for internal stakeholders
• Build and maintain emails, landing pages, forms, and basic nurture programs within HubSpot using approved templates and designs
• Partner with the Senior Designer to implement and maintain HubSpot email and landing page templates
• Support webinar setup and execution within HubSpot including registration, integrations, and attendee tracking
• Build audience segments and suppression lists to support campaign requirements
• Run pre and post launch QA to ensure accuracy, functionality, compliance, and reporting readiness
• Support intake and execution workflows by ensuring HubSpot assets and automation are built accurately and on time
• Maintain campaign related timelines and schedules to avoid audience overlap and messaging conflicts
• Apply and enforce campaign structure, naming conventions, tags, UTMs, and attribution logic within HubSpot
• Assist with post campaign close out including asset archiving and reporting validation
• Build and maintain standard HubSpot dashboards and reports aligned to GTM needs
• Monitor dashboards for data quality or configuration issues and proactively resolve gaps
• Support monthly and quarterly reporting by preparing clean, reliable performance data
• Maintain documentation for report definitions, filters, and usage guidance
• Provide light administration and coordination support for tools such as GoTo Webinar and Smartsheet
• Assist with basic user access, templates, and hygiene in supporting platforms as needed