Appriss Retail

• Own and drive end-to-end project execution across all four phases — maintaining a phased project plan, milestone tracking, and steering committee cadence throughout the engagement. • Conduct a comprehensive audit of product, customer, and revenue data across Salesforce and NetSuite, documenting discrepancies, orphaned records, ghost products, and misaligned hierarchies as structured deliverables. • Reconcile NetSuite recognized revenue against Salesforce ARR/bookings data, quantifying and categorizing unassigned or misclassified revenue and tracing each gap to its root cause. • Facilitate cross-functional working sessions with Finance, RevOps, Product, and Sales leadership to align on canonical product hierarchy, customer parent/child structure, and data governance decisions. • Execute deduplication, record merges, SKU standardization, and revenue re-attribution in Salesforce and NetSuite following agreed future-state design specifications. • Design and document the future-state data architecture — naming conventions, external ID strategy, bidirectional linking fields, data dictionary, and system-ready specifications for both platforms. • Build and operationalize the ongoing governance model, including a decision rights matrix, stewardship assignments, data quality dashboard, and change control process. • Facilitate knowledge transfer to Finance, RevOps, and IT stakeholders and prepare downstream readiness documentation for Adaptive Insights, CPQ, and billing automation initiatives.

• own the renewal process end-to-end — quoting, revising, reporting, and closing renewal opportunities in close partnership with Customer Success and Account Executive teams. • partner closely with CSMs and Account Executives to develop account-specific renewal approaches that protect and grow revenue. • maintain accurate renewal pipeline forecasting and retention rate projections; your expertise in anticipating risk and managing transaction volume will be critical to securing revenue and mitigating churn. • build and maintain frameworks for renewal strategy, pricing conversations, and commercial best practices that the broader team can leverage. • support and drive systematic pricing improvements across the renewal portfolio in partnership with account teams. • partner with CSMs when an account needs commercial support to navigate a renewal — the CSM owns the relationship and surfaces the risk; you bring the commercial expertise to help work through it. • play a central role in the 2026–2027 pricing and packaging initiative — helping existing customers navigate new commercial structures as we evolve our product suite. • KPI tracking and regular reporting to the CCO on renewal performance, forecast accuracy, and retention outcomes.

• Leadership and development of the Director of Customer Success and the full CSM organization • Portfolio-level gross revenue retention (GRR) and net revenue retention (NRR) • Commercial accountability: this is a revenue-generating CS function — the VP owns renewal execution strategy and directly supports expansion efforts in close partnership with Sales leaders • Executive sponsorship of the company’s most complex, high-value accounts — multi-banner, multi-region, multi-stakeholder retail relationships • Customer journey oversight — ensuring a consistent, high-quality experience from onboarding through renewal, with structured approaches to communicating and demonstrating value at each stage • CS playbooks: strategic account engagement, risk identification and management, escalation protocols, and expansion motions • Cross-functional partnership: collaborate with Sales on expansion pipeline, Product on customer feedback loops, Marketing on customer advocacy programs, and RevOps on forecasting and reporting • Long-term customer advocacy: developing customer champions, reference relationships, and advisory engagement that support broader go-to-market objectives • Organizational design: in partnership with the Director of CS and CCO, build toward a segmented or pod-based CS model aligned to customer complexity and growth stage • Talent development and succession planning within the CS organization • CS performance reporting to the CCO and executive leadership

• Lead and grow the global delivery organization • Have full accountability for the profitability and execution of all one-time services work • Build pricing calculators, standard resource models, and engagement cost frameworks to improve profitability • Implement and enforce go/no-go processes before accepting engagements • Standardize how work is scoped, staffed, executed, and closed across the entire PS organization • Evaluate, redesign, and manage contractor and outsourcing relationships • Drive measurable improvements in time-to-value for clients • Own delivery-stage customer experience and ensure client satisfaction • Equip delivery teams to clearly and consistently articulate project progress, impact, and value • Develop two senior leaders and their organizations • Work closely with the Revenue organization on deal pricing and SOW review • Own PS KPIs and present progress regularly to the CCO and leadership team

• Own and exceed quarterly revenue targets by building and maintaining a strong, balanced pipeline. • Prospect for new business and partner with Marketing on lead generation campaigns. • Develop complex, value-based business cases using customer data to drive deals forward. • Build and nurture relationships across prospect and customer organizations, partnering with Customer Success post-sale. • Stay current on retail industry trends and provide feedback to Product Strategy. • Represent Appriss Retail at trade shows, conferences, and industry events. • Maintain accurate, up-to-date records in Salesforce CRM.

• Partner closely with the VP of Transformation to translate strategic priorities into actionable project plans with clear tasks, owners, timelines, and success metrics. • Manage all operational aspects of transformation initiatives, including schedule management, task tracking, documentation, and cross-team coordination. • Proactively follow up on outstanding tasks, remove barriers, escalate risks, and ensure accountability across teams. • Prepare and maintain detailed project dashboards, status reports, and communication updates for leadership review. • Facilitate cross-functional working sessions, ensuring clarity of objectives, next steps, and dependencies. • Monitor project scope, identify issues early, and work with stakeholders to develop mitigation plans. • Support continuous improvement of transformation processes, tools, and standards. • Coordinate internal project activities including executive reviews, decision logs, and post‑implementation evaluations. • Ensure alignment between business, technical, and operational teams throughout project execution.

• Own end-to-end delivery for new customer implementations and SOW work • Manage scope, issue resolution, and risk across implementations • Serve as the primary point of contact for customers throughout implementation • Track and report on project health using defined KPIs • Identify opportunities for product expansion within assigned customers • Utilize project management skills to support internal cross-functional projects

• Own the monthly, quarterly, and annual close process • Lead and develop a team of 6 accounting professionals • Ensure compliance with US GAAP including ASC 606 revenue recognition and ASC 842 lease accounting • Partner with FP&A on budgeting, forecasting, and data governance framework • Own external audit relationship and manage all audit deliverables • Lead and implement AI and automation initiatives • Support CFO on covenant compliance reporting and board-level financial reporting • Drive chart of accounts rationalization and systems optimization

The Corporate Controller will own the accounting function end-to-end — close process, financial reporting, technical accounting, and compliance — while serving as a key partner to the CFO in building a modern, AI-enabled finance organization. This is a high-impact, high-visibility role for a controller who wants to do more than maintain the status quo. Own the monthly, quarterly, and annual close process with a focus on accuracy, timeliness, and continuous cycle-time improvement. Lead and develop a team of 6 accounting professionals, fostering a culture of continuous learning, accountability, and AI-forward thinking. Ensure compliance with US GAAP including ASC 606 revenue recognition, ASC 842 lease accounting, and equity/debt accounting under PE ownership. Partner with FP&A on budgeting, forecasting, and the data governance framework connecting NetSuite and Salesforce. Own the external audit relationship and manage all audit deliverables. Lead and implement AI and automation initiatives within the accounting function — from close automation to reconciliation workflows — and build that capability within the team. Support the CFO on covenant compliance reporting, board-level financial reporting, and any M&A or transaction activity. Drive chart of accounts rationalization and systems optimization as part of the broader finance transformation agenda.

• Design and maintain monthly and quarterly reports on project performance, timelines, and resource utilization • Develop and optimize dashboards in Jira and other BI tools to visualize key metrics • Support executive-level reporting with clear summaries and visualizations • Analyze historical data to forecast go-live date shifts, resource availability, and workload distribution • Collaborate with PMs to refine project planning models using real-time data • Ensure data integrity across Jira and related systems through regular audits and reconciliation • Maintain and improve data pipelines for tracking QA/UAT results, implementation workflows, and project milestones • Monitor and report on project health indicators including status trends, risk flags, and milestone adherence • Provide ad hoc analysis to support decision-making across implementation and scalability initiatives