aytm

• Support the administration and ongoing improvement of our Customer Success and Revenue Operations tools, including Salesforce, Gainsight, Gong, and related systems • Serve as a go‑to partner for Customer Success, New Business, and RevOps teams by translating process needs into system updates and enhancements • Assist with tool configuration, testing, deployment, and QA for new features, workflows, and process changes • Identify inefficiencies or friction in tools and workflows, and recommend practical improvements that enhance productivity and data quality • Support Salesforce administration tasks, including: Page layouts, fields, record types, and validation rules, Basic flows and automation (with guidance from senior stakeholders as needed), Data imports, updates, and cleanup (Data Loader, Import Wizard) • Partner with RevOps to help maintain CRM hygiene, data accuracy, and reporting consistency • Assist with documenting Salesforce processes and changes to ensure clarity and repeatability • Support configuration and maintenance of Customer Success tools, including Gainsight, without sole ownership of platform strategy • Partner with Customer Success leadership to ensure tools align with how teams actually work • Build and maintain dashboards and operational reporting that support: Pipeline and activity visibility, Customer engagement and lifecycle insights, Team productivity and adoption metrics • Create and maintain documentation for tools, workflows, and governance best practices

• Deliver a high level of service to internal and external stakeholders in a dynamic, ever-changing and fast-paced environment. • Review survey instruments supplied by the clients and check for grammar, logic, and survey optimization, taking into consideration research objectives, industry best-practices and internal platform capabilities. • Collaborate with internal and external stakeholders to program surveys on aytm’s proprietary platform and test online survey links for quality assurance. • Set-up surveys in different languages for global projects; Coordinate with third party suppliers on translations and other activities in relation to programming. • Execute fieldwork for complex market research studies in partnership with the panels operations team and monitor reports to meet project goals and metrics accurately. • Communicate with clients to provide regular project execution updates as necessary. • Identify, trouble-shoot and escalate any tool/platform-related technical issues and find solutions in partnership with internal teams to drive projects forward. • Coordinate with vendors and internal teams to ensure successful project completion. • Provide support to the Research Manager: By assisting in the development of questionnaires - designing screeners, custom pre-qualification questions and simple survey questions. • Building charts and slides for reporting deliverables. • Conducting thorough QA of questionnaire documents and various reporting deliverables. • Organize project materials and manage project-related administrative processes. • Perform closing tasks including final cost analysis and investigations for projects. • Perform independently and collaborate as a part of a team in a remote, virtual and entrepreneurial setting.

• Serve as a key strategic advisor to the executive team on financial strategy, risk, value creation, and readiness. • Stress-test strategy, budgets, long-range plans, and financial assumptions. • Translate complex financial insights into actionable guidance for executive decision-making. • Mentor the VP, Finance on executive development, readiness, and strategic exposure. • Coach the finance team on analytical capabilities and communication. • Identify refinement opportunities within existing systems, processes, and reporting structures. • Optimize forecasting models, scenario planning frameworks, and KPI dashboards. • Enhance financial narratives and documentation to ensure audit-level rigor. • Lead end-to-end financial readiness for a future proofing and provide expert guidance. • Oversee financial data storytelling, financial modeling and scenario planning. • Partner with attorneys and advisors to optimize efficiency. • Leverage a deep network of advisors & network to build relationships on behalf of the company. • Pressure-test revenue strategies, pricing models, and investment decisions.

• Lead design and development of scalable, high‑quality learning content that supports aytm’s GTM motion, client personas, and key business use cases. • Use AI‑powered tools to accelerate content development, enhance multimedia production, improve knowledge base quality, and support operational efficiency. • Own creation and continuous enhancement of content across formats—including courses, microlearning, articles, guides, job aids, videos, and interactive modules. • Maintain and expand the content ecosystem to ensure accuracy, clarity, and alignment with product evolution. • Partner with cross‑functional stakeholders to develop learning‑oriented content for aytm’s client community, including articles, best‑practice posts, videos, and user education campaigns. • Partner closely with Product, Marketing, and GTM teams to support new product and feature launches by developing learning and support assets tailored to internal and external audiences. • Translate complex product capabilities into clear, actionable learning experiences that enhance customer understanding and adoption. • Facilitate engaging, polished virtual instructor‑led training (VILT) sessions for customers and internal teams. • Develop scripts, storyboards, and multimedia assets for high‑quality video tutorials, walkthroughs, and demonstrations.

• Partner with market research clients to build relationships and win their business • Counsel clients to help achieve their objectives and build their loyalty • Engage in consultive sales experience working with a seasoned team at aytm • Deliver on aytm’s promise that market research can be done better, faster, and less expensive • Lead the sales cycle from initial outreach to closing deals • Work collaboratively with marketing, product development, solution strategy, and customer success teams • Translate client requests into appropriate research methodologies and plans • Contribute to a culture of openness, friendliness, and respect at aytm

• Manage the handoff of surveys from Customer Teams (Research Services and Engagement) to Panel Operations by validating pre launch readiness on all full-service and assisted DIY studies such as targeting, quotas, survey completion timeline, logic setup, and any other applicable fielding requirements. • Coordinate any updates or clarifications with Customer Teams to ensure Panel Operations receives complete, accurate, and actionable study specifications prior to survey launches • Prepare full‑service and assisted DIY studies for fielding by updating the required CRM database fields with launch details and posting the study for launch with applicable information requested by the Panel Operations team • Partner closely with the Panel Operations team throughout the fielding lifecycle by providing them with inputs on launch timing, fieldwork progress coordination, data check coordination, and any other adjustments/requirements approved by Customer Teams • Partner closely with internal project team stakeholders throughout the fielding lifecycle by providing all internal stakeholders with fielding updates and proactively flagging any data concern issues, quota fallout concerns, IR concerns impacting project delivery timeline for immediate alignment and resolution • Support ongoing research quality assurance process (separate from Panel Operations’ QA processes) by monitoring for issues related to quota fallout, reviewing open end responses for quality and contextual relevance and by reinforcing aytm’s data quality standards and customer teams’ performance standards throughout the study lifecycle • Collaborate with project team and Panel Operations team during live fieldwork , serve as the escalation and problem solving contact between Panel Operations and Customer Teams when fieldwork related issues arise, ensuring clear communication, rapid triage, and alignment across stakeholders to keep studies on track

• Streamline how finance runs. Replace manual work with modern tools, fix what is broken and build processes that scale without proportional headcount growth. • Create a real pricing strategy practice in finance. Model the economics of our evolving revenue model and advise on pricing decisions with data. • Organize the financials and KPIs to tell a clear, compelling story about the health and trajectory of the business. • Build a sales-finance forecasting partnership that both teams trust and use. • Lead a lean finance function that punches above its weight through smart use of modern tools and automation. Manage cash flow with the discipline of a bootstrapped business. Every investment is a deliberate choice and capital efficiency is a competitive advantage, not a constraint.

• Lead the design and execution of people programs that support organizational growth, engagement, and performance. • Partner with executive leadership to identify workforce needs, talent strategies, and organizational development priorities. • Develop scalable onboarding, performance management, leadership enablement, and career development frameworks. • Ensure people initiatives align with business priorities, company values, and long-term organizational sustainability. • Support organizational design initiatives including role clarity, leveling frameworks, and workforce planning. • Establish programs and feedback mechanisms that strengthen employee engagement, retention, and workplace effectiveness. • Serve as a trusted and objective resource for employees and managers in navigating workplace challenges and development opportunities. • Create and maintain clear expectations and frameworks around communication, conduct, and team collaboration. • Measure and improve employee experience through engagement surveys, retention analysis, and workforce insights. • Maintain accountability for HR compliance across all regions where aytm operates. • Partner with Legal, Compliance, and Security teams to ensure People programs align with regulatory requirements, internal policy frameworks, and certification obligations. • Oversee policy development, training, documentation, and enforcement. • Ensure People processes support audit readiness and risk mitigation efforts. • Maintain neutrality, confidentiality, and ethical standards in all People-related matters. • Own and continuously improve HRIS, ATS, performance management, and People analytics platforms. • Drive adoption of scalable systems, automation opportunities, and operational workflows that improve efficiency and data accuracy. • Oversee benefits administration, compensation program support, and open enrollment processes. • Develop and maintain People Operations documentation, training materials, and execution standards. • Partner with leadership to design recruiting strategies aligned with growth and hiring quality. • Oversee workforce planning, hiring pipeline forecasting, and recruiting process optimization. • Support compensation frameworks, leveling architecture, and career growth pathways. • Lead and develop the People Operations team through coaching, accountability frameworks, and professional development programs. • Establish execution standards, documentation rigor, and program scalability across the People function. • Partner cross-functionally to ensure alignment between People initiatives and operational execution. • Establish workforce metrics and dashboards that provide visibility into engagement, retention, hiring effectiveness, and organizational health. • Translate workforce insights into executive-ready reporting that supports strategic decision making. • Support leadership planning cycles, retrospectives, and business reviews with data-driven People insights.

• Collaborate and strategize with New Business and Account Management on responses to large, complex, and/or strategically important RFPs and pitches; showcase example surveys and deliverable samples or mockups to bring proposed solutions to life, including the building or coordinating of samples as needed. • Support the Sales organization with a goal of helping them to hit and exceed revenue goals. • Identify opportunities to improve client outcomes by incorporating other aytm products and/or services to achieve client objectives. • Maintain strong understanding and awareness of aytm’s product, service, and partnership offerings in order to propose comprehensive solutions that win new business and are mutually beneficial to aytm and our clients. • Serve as a wayfinder for prospective client requests, leveraging Product, Service, and existing partnerships to propose optimal solutions. • Serve as a connector between Sales and Product, Operations, & Customer teams to develop customized subscriptions for Enterprise clients and engage in other strategic planning that will maximize platform stickiness. • Share prospective customer feature and platform requirements/requests to Product team; serve as the Voice of the Customer to help shape aytm’s product and service roadmaps. • Serve as research and platform subject matter expert for Sales teams, including New Business and Account Management; support training of Sales team on new product and service offerings to facilitate their understanding of how the offerings work, common use cases for such offerings, and provide a POV on how to position them to different prospective client types. • Work closely with Product Strategy and Marketing teams to develop and maintain awareness and understanding of the competitive landscape; have a strong understanding of aytm’s position in the market, including points of parity and differentiation with other online survey platforms and providers. • Cultivate awareness of industry trends and developments, identifying strategic partnership opportunities that will allow aytm to develop mutually beneficial deals and offer novel solutions to our clients.

• Develop strong, consultative relationships with existing customers to discover where our solutions deliver additional value. • Proactively explore new use cases that align with customer goals and collaborate with internal and customer stakeholders to create thoughtful account plans. • Use account mapping and stakeholder insight to engage influencers, champions, and decision-makers in a respectful, partnership-focused way. • Employ a mix of email, phone, social media, and events to maintain regular, value-driven contact. • Own the end-to-end subscription renewal process, driving a structured 12-month renewal cadence that balances consistent engagement with respect for customer preferences. • Maintain monthly touchpoints and lead quarterly business reviews to assess changing requirements and identify appropriate subscription adjustments. • Conduct strategic discovery to design renewal packages aligned to customers’ future goals. • Coordinate timelines, obtain necessary approvals, manage contractual paperwork, and shepherd renewals to timely, customer-aligned closure. • Own the full sales cycle from initial outreach to closed revenue while maintaining a consultative, customer-first approach. • Use MEDDPICC to perform rigorous qualification and prepare for world-class discovery informed by research before first contract. • Capture stakeholder needs, decision criteria, and success metrics to shape the opportunity. • Design and deliver tailored demos that reflect discovery insights and the needs of specific personas. • Prepare clear, compelling proposals aligned to stakeholder decision criteria. • Navigate negotiations, resolve obstacles, manage contract details, and drive the opportunity to a mutually beneficial close. • Use Salesforce as a strategic sales asset to maintain accurate, up-to-date opportunity records across the entire lifecycle. • Treat CRM stewardship as a value-driving responsibility that improves forecasting accuracy, team alignment, and customer experience.