BS&A Software

• Maintain the enterprise AI portfolio as the single source of truth for AI initiatives across the company, spanning proposals, active builds, pilots, and production solutions. • Run the intake process for new AI use cases, including deduplication against existing initiatives and tools. • Assist in triaging AI activity into the right path: everyday enablement, department-level improvement, or governed production AI solution. • Facilitate scoring and prioritization of initiatives with business leaders using the CoE's evaluation model. • Maintain cost assumptions, budget inputs, and usage data for AI initiatives in partnership with the VP of AI Transformation, Finance, IT/Security, and Solution Owners. • Support build-versus-buy evaluations with market scans, cost comparisons, and structured analysis. • Establish pre-deployment baselines for governed and prioritized AI initiatives. • Define and track value metrics for production solutions, including hours saved, cycle time, quality, adoption, and cost. • Maintain the program-level view of value returned versus investment made. • Flag solutions that are underused or underperforming so they can be improved, repositioned, or retired. • Curate materials for the Quarterly AI Business Review; produce recurring portfolio reporting for leadership. • Run regular Champion working sessions to review new ideas, groom functional backlogs, and identify duplicates.

• Responsible for the configuration, administration, and optimization of BS&A’s Salesforce ecosystem • Partner closely with Finance, IT, Customer Success, and Business Operations to deliver new functionality • Ensure system stability, scalability, and alignment with company objectives • Configure and maintain Sales, Service, and Experience Clouds, CPQ & Billing, PSA, and Financial Cloud • Administer users, profiles, permission sets/PSGs, roles, sharing rules, and SSO policies • Design, test, and deploy Salesforce Flows and approval processes to streamline operations • Build and maintain reports and dashboards for Finance, Customer Success, and Operations

• End-to-end ownership of annual operating plans, long-range financial models, and rolling forecasts • Financial modeling to evaluate growth initiatives, pricing strategies, payments economics, and capital allocation decisions • Reporting and analysis of core SaaS and payments metrics, including ARR, MRR, churn, net revenue retention, LTV/CAC, payment volume, and take rate • Development and maintenance of executive-level Tableau dashboards providing real-time visibility into performance, trends, and risk • Board-ready reporting and analysis, including quarterly board presentations and ad-hoc investor requests • Variance analysis with clear identification of root causes, risks, and corrective actions • Continuous improvement of FP&A, reporting, and BI processes through automation, advanced analytics, and AI-enabled forecasting • Practical application of AI-assisted tools to improve efficiency across forecasting, scenario modeling, variance analysis, and executive reporting • Partnership with Product, Sales, Payments, and Operations leaders to influence decision-making through data

• Prospect and identify potential clients through research, networking, and cold calling. • Qualify leads based on predefined criteria to determine their fit for our products or services. • Build and maintain relationships with key decision-makers and stakeholders within target organizations. • Conduct introductory meetings and product demonstrations to educate prospects about our offerings. • Collaborate with the sales team to develop strategies for engaging and converting leads into customers. • Track and report on sales activities and performance metrics using CRM software. • Stay updated on industry trends, market developments, and competitor activities to identify new opportunities. • Continuously improve sales techniques and processes to optimize lead generation and conversion rates.

• Identify, engage, and close net-new municipal clients across assigned territories • Develop trusted relationships with key stakeholders across local government agencies • Partner with sales leadership and marketing to execute targeted account plans and pipeline strategies • Diagnose client challenges and position BS&A solutions to transform municipal operations • Conduct deep research to understand organizational priorities, funding dynamics, and decision structures • Accurately manage opportunities and forecasting within Salesforce • Utilize a multi-threaded approach (email, phone, video, social) to drive engagement and progression • Participate in industry events, trade shows, and presentations • Consistently meet and exceed quarterly and annual revenue targets

• Drive New Business Growth: Identify, engage, and close net-new municipal clients across assigned territories • Build Strategic Relationships: Develop trusted relationships with key stakeholders across local government agencies • Own Territory Strategy: Partner with sales leadership and marketing to execute targeted account plans and pipeline strategies • Lead Consultative Sales Cycles: Diagnose client challenges and position BS&A solutions to transform municipal operations • Leverage Insight-Driven Selling: Conduct deep research to understand organizational priorities, funding dynamics, and decision structures • Maintain Pipeline Discipline: Accurately manage opportunities and forecasting within Salesforce • Engage Across Channels: Utilize a multi-threaded approach (email, phone, video, social) to drive engagement and progression • Represent BS&A in Market: Participate in industry events, trade shows, and presentations • Deliver Results: Consistently meet and exceed quarterly and annual revenue targets • Travel: Up to 20% for client meetings and industry events

Lead a team of specialists to implement complex ERP solutions, ensuring project efficiency, maximizing customer satisfaction, and driving continuous improvement through best practices and strategic leadership in execution and performance management.