Casepoint

• Assist with collecting, organizing, and validating sales and customer data from CRM and other business systems. • Support the creation and maintenance of reports and dashboards to track sales performance, pipeline activity, and key business metrics. • Analyze trends and identify opportunities to improve data quality, reporting accuracy, and operational efficiency. • Prepare summaries and visualizations to support business reviews and leadership decision-making. • Partner with Sales, Marketing, Customer Success, and Revenue Operations teams on ad hoc projects and analyses. • Document processes and recommend improvements to reporting and data management practices.

• Lead core FP&A activities, including annual budgeting, rolling forecasts, and long-range financial planning. • Prepare and deliver clear, accurate board-level reporting, including executive summaries, key metrics, and forward-looking insights. • Own variance analysis across actuals, budget, and forecast; identify trends, risks, and opportunities, and communicate drivers in a concise, actionable way. • Partner with business leaders to support decision-making through scenario modeling, financial analysis, and performance tracking. • Develop and maintain financial models that support strategic initiatives and operational planning. • Leverage SQL and Power BI to analyze large datasets, build dashboards, and improve the accessibility and usability of financial insights. • Help define and evolve how the FP&A function uses automation, advanced analytics, and AI-enabled tools to improve efficiency, accuracy, and insight generation. • Mentor and support team members by sharing best practices, providing constructive feedback, and fostering a collaborative, inclusive team environment. • Continuously improve FP&A processes, documentation, and controls to support scale and clarity.

• Support day-to-day revenue operations activities across Sales, Marketing, and Customer Success • Maintain and improve CRM data quality, reporting accuracy, and process consistency within Salesforce • Build and maintain dashboards, reports, and recurring metrics used by Revenue Leadership and GTM teams • Analyze pipeline health, sales activity, funnel conversion, renewals, and customer lifecycle trends to identify actionable insights • Assist with forecasting processes and pipeline reviews by ensuring data integrity and reporting accuracy • Support territory alignment, account assignments, and quota administration activities • Help manage and optimize revenue systems and tools, including Salesforce and other GTM technologies • Partner cross-functionally with Sales, Marketing, Customer Success, Finance, and Business Systems teams to support operational initiatives • Document processes, workflows, and reporting standards to improve scalability and consistency • Assist with deal desk administration, approvals, pricing support, and operational governance workflows • Identify process improvement opportunities that reduce friction and improve efficiency across the revenue organization • Support ad hoc analysis and executive reporting requests as business needs evolve

• Own and continuously improve end‑to‑end revenue operations across Sales, Marketing, and Customer Success, ensuring alignment from lead to renewal • Partner with Revenue Leadership to drive accurate forecasting, pipeline management, and performance visibility across new business and renewals • Serve as a hands‑on owner of Casepoint’s revenue tech stack, including: Salesforce (CRM architecture, data quality, automation, reporting) • Design and maintain executive‑ready dashboards and metrics that leaders rely on to make decisions • Lead territory design, quota setting, and capacity planning in partnership with Sales Leadership • Support deal execution through pricing, approvals, and deal desk workflows that balance speed with governance • Analyze funnel performance, win/loss trends, sales cycle health, and customer lifecycle metrics to identify growth and efficiency opportunities • Document and standardize processes so they scale with the business and reduce friction for GTM teams • Collaborate closely with Finance to align bookings, renewals, and revenue reporting • Coach and mentor operations teammates as the RevOps function continues to grow

• Define and maintain the AI product roadmap across Casepoint's full product portfolio, prioritizing AI agents, LLM-powered workflows, and shared AI capabilities in a sequence that reflects customer value and business goals. • Use AI-assisted development tools, LLMs, and vibe coding techniques to prototype solutions and produce working demonstrations for customers and internal stakeholders before committing to full engineering efforts. • Lead AI feature delivery from discovery through launch by establishing evaluation standards and acceptance criteria that Engineering and QA can build to reliably in legal and compliance contexts where accuracy and auditability are required. • Engage with customers directly to validate AI concepts, surface expectations around accuracy and explainability, and develop the kind of trust that supports adoption in enterprise environments with significant regulatory obligations. • Work with Sales and Customer Success to articulate AI capabilities in terms that resonate with customers and prospects, supporting competitive evaluations and helping teams communicate value in clear, credible terms. • Act as an AI product authority across the portfolio by establishing deployment standards, advising fellow product team members on AI integration, mentoring and coaching on AI product thinking and execution, and ensuring AI capabilities are built consistently and positioned coherently across Casepoint's platform. • Define AI-specific performance metrics, including accuracy, adoption, and business impact, and use post-launch data to drive iterative improvement across all AI-powered features.

• Own the eDiscovery product roadmap across the full EDRM lifecycle, making crisp sequencing decisions and communicating tradeoffs clearly as new data emerges. • Stay close to customers (law firms, corporate legal, and government) to map real workflows and validate direction early, before major investment. • Move fast from idea to artifact: use AI-assisted development tools and rapid prototyping techniques (including vibe coding) to create working demos that accelerate learning, alignment, and decision-making. • Lead lean, cross-functional product squads (Engineering, Design, QA) to ship high-quality releases with momentum, with clear outcomes, measurable success criteria, and strong day-to-day execution. • Partner tightly with Sales and Customer Success to sharpen positioning, support critical pre-sales moments, unblock escalations, and turn market feedback into practical product actions. • Define success metrics, instrument learning, and run the post-launch loop, measure impact, diagnose gaps, and refine the product based on evidence. • Evaluate build, buy, and partner options across the legal tech ecosystem, making pragmatic recommendations and taking bold bets when they materially improve customer outcomes and durable differentiation.