Unanet

Consultant

• Lead customer training during Unanet engagements as directed
• Leverage AI-powered tools and internal automations to drive efficiency in data migration, configuration, and client onboarding
• Understand and interpret client's business and accounting policy requirements to configure Unanet to meet their needs, including invoicing requirements, revenue recognition, labor costing, cost accounting (i.e., cost pools and overhead allocations)
• Initiate, execute, and support the customer throughout the implementation process to aid in their successful adoption of Unanet ERP
• Coordinate and complete requirements gathering and configuration activities (e.g., core data load for projects, tasks, customers, employees, subcontractors, etc.)
• Collaborate with supervisor to organize workload to support multiple, simultaneous implementations

Senior Consultant

• Initiate, execute, lead and support customers on managed services engagements, providing financial analysis, project control, custom reporting, and analytical support
• Gather and document requirements for custom reports using excel and business intelligence tools; develop, test and document these highly technical and innovative solutions to meet customer needs
• Serve as a key resource across Unanet on capabilities and functionality of BI/Analytics offerings
• Design and develop custom Analytics entities (e.g., dashboards, reports, visualizations) for customers per their requirements, including via BI tools or Excel as needed
• Work with broader Technical Services Group to develop packaged offerings and support or customize those offerings for customers
• Support the customer throughout implementation to contribute to successful adoption of Unanet and BI/Analytics solutions
• Lead customer reporting training
• Ensure projects remain on schedule and within budget, proactively setting expectations and identifying and communicating risks
• Maintain established target utilization
• Support multiple, concurrent implementations in an organized fashion
• Support continuous improvement of Professional Services processes and procedures
• Contribute as a Unanet Subject Matter Expert to our Knowledge Center
• Stay up to date on new Unanet product features and functionality

Senior Reporting & Analytics Consultant

Marketing

• Lead, mentor, and grow a team of product marketers, fostering a culture of impact, collaboration, and continuous learning
• Build career paths, set clear objectives, and manage performance for team members
• Model a data-driven, customer-first approach and inspire cross-functional alignment
• Be the clear and enthusiastic voice of the customer and industry—representing needs to Product and Sales leadership
• Drive research (ICP development, persona GPTs, predictive market sizing) leveraging AI to inform positioning and GTM strategy
• Lead industry-specific positioning strategies reinforcing authority within GovCon and AEC
• Ensure the team provides direction to Growth/Demand Generation, Events MarComm, and Sales Enablement
• Ensure ICPs and Personas are up to date and operationalized
• Translate complex product capabilities, including AI-driven solutions, into compelling, solution-oriented narratives
• Develop and evolve differentiated, value-based messaging and ensure consistent storytelling across channels
• Act as a thought leader at internal and industry events, webinars, analyst briefings, and customer forums
• Own execution of commercial product launches for Tier 1 and Tier 2; quality check Tier 3 deliverables
• Partner with Sales, Growth Marketing, and Customer Success to provide enablement assets, training, and competitive intelligence
• Map buyer journeys and consult content and campaigns on stage-specific topics
• Champion adoption of AI tools to enhance research, content development, personalization, and measurement
• Ensure team is fluent in language of AI products and can position them effectively
• Work closely with Product Management to provide market feedback and shape roadmap
• Partner with Demand Generation and Digital teams to design integrated campaigns and optimize web pages
• Collaborate with Brand & Communications on thought leadership, company positioning and industry narratives
• Establish KPIs for product marketing programs and analyze performance to improve GTM effectiveness
• Understand GTM metrics (pipeline, win rates, market adoption) linking product marketing to measurable business outcomes

Senior Director, Product and Industry Marketing

Analyst

• Support quote execution, pricing validation, and contract review across quote-to-cash processes.
• Serve as a first-line support resource for Sales and Customer Success on quoting, CPQ troubleshooting, discounting policies, and order form setup.
• Monitor and respond to inbound deal desk requests and escalate complex issues when needed.
• Validate quotes and order forms for compliance, completeness, and readiness for accounting handoff.
• Collaborate with Finance, Accounting, and BizOps on monthly close activities and deal reconciliation.
• Support direct deal processing in Salesforce, verifying contract terms, product SKUs, and system alignment.
• Partner with the Deal Desk Operations Manager to operationalize pricing models and discounting frameworks.
• Maintain internal documentation, playbooks, and enablement materials; support testing and improvement of Salesforce, CPQ, and CLM workflows.
• Monitor key metrics such as approval cycle times, exception volume, and quote accuracy to ensure data integrity and continuous improvement.
• First 30 days: Learn internal deal desk processes, tools, and workflows; build relationships; observe and assist with requests.
• First 60 days: Independently support quoting requests, troubleshoot CPQ issues, validate order forms, and propose process improvements.
• First 90 days: Take full ownership of day-to-day deal desk support during high-volume periods and contribute to documentation and process improvements.

Deal Desk Analyst

General Counsel

• Manage high-volume legal ticketing system for customer success and sales teams (email, Slack, Salesforce legal cases)
• Provide timely, business-focused legal guidance on customer contracts and customer inquiries
• Develop efficient processes to prioritize and address legal requests
• Review, draft, and negotiate vendor agreements, NDAs, and other commercial contracts
• Support partner team with partner agreements and relationship management
• Maintain and update contract templates to reflect current business needs and legal requirements
• Manage IP portfolio including trademarks, open-source code libraries, and software licensing
• Conduct and assist with privacy and security reviews for product development and data handling
• Develop and maintain compliance programs
• Create and deliver legal training programs for employees
• Support M&A activities including due diligence, integration, and post-acquisition matters
• Provide legal guidance on regulatory compliance
• Assist marketing team with IP protection, content review, and promotional compliance
• Collaborate with product teams on feature development legal requirements and regulatory compliance

Senior Consultant

Senior Reporting & Analytics Consultant

Senior Director, Product and Industry Marketing

Deal Desk Analyst

Associate General Counsel