CeriFi

• Lead the monthly, quarterly, and annual close processes, ensuring timely and accurate financial results in accordance with GAAP • Oversee journal entries, account reconciliations, accruals, and supporting close documentation • Prepare and review consolidated financial statements, including income statements, balance sheets, and cash flow reporting • Deliver balance sheet and P&L variance analysis, highlighting trends, risks, and meaningful business insights for leadership • Maintain clear reporting standards and ensure financial information is accurate, consistent, and decision-ready • Establish, maintain, and continuously improve accounting policies, procedures, and internal controls • Ensure accounting practices are applied consistently across the organization and its portfolio of brands • Review balance sheet reconciliations and resolve discrepancies in a timely manner • Support cash flow analysis, budgeting, forecasting, and other financial planning activities • Identify opportunities to improve the accuracy, efficiency, and scalability of accounting operations • Coordinate annual audits, quarterly reviews, and related testing with internal and external partners • Prepare schedules, documentation, and supporting materials for auditors and other stakeholders • Help ensure compliance with GAAP, regulatory requirements, company policies, and financial reporting standards • Proactively identify financial, operational, and control risks and recommend practical solutions • Evaluate current accounting workflows and lead improvements that reduce manual work and increase accuracy • Champion automation across close, reconciliation, consolidation, and reporting processes • Partner with Finance, Technology, and business stakeholders to strengthen systems, reporting, and data integrity • Support system implementations, integrations, and enhancements as the organization evolves • Partner with business leaders to provide financial guidance, resolve accounting questions, and support informed decision-making • Communicate financial results and accounting matters clearly to both financial and non-financial audiences • Support special projects, acquisitions, integrations, and other strategic initiatives as needed • Build trusted relationships across the organization while maintaining a high standard of accountability and service

• Research, write, edit, and publish authoritative California tax content across digital and print products. • Monitor legislative, regulatory, and administrative developments to ensure content remains timely and technically accurate. • Translate complex tax laws into practical, easy-to-understand guidance for tax professionals. • Utilize AI-assisted research and editorial tools while independently validating all technical conclusions before publication. • Help shape CeriFi's editorial strategy and content calendar for California tax products. • Partner with internal and external subject matter experts to develop high-quality educational resources. • Recommend new topics and educational offerings based on emerging legislation and practitioner needs. • Maintain editorial standards across all publications, ensuring consistency, clarity, and technical excellence. • Represent CeriFi and Spidell Publishing with the California Franchise Tax Board and other state tax agencies. • Build relationships with government contacts to stay informed on legislative developments and policy changes. • Serve as a trusted technical resource for both internal stakeholders and external industry partners. • Review content for technical accuracy, editorial consistency, and compliance with company standards before publication. • Improve editorial workflows and leverage technology to increase efficiency while maintaining exceptional quality.

• Own the SEO roadmap across all CeriFi brands - balancing quick wins with structural improvement • Audit and triage technical SEO issues across the portfolio (crawlability, indexing, site speed, structured data, Core Web Vitals) • Manage keyword strategy by brand - mapping intent to funnel stage, product, and content type • Build and maintain reporting in Google Search Console, GA4, and Semrush/Ahrefs to track performance and surface opportunities • Develop and execute an AI search strategy to ensure CeriFi brands are cited and surfaced in AI-generated answers across ChatGPT, Perplexity, Google AI Overviews, and Gemini, among others • Structure content and schema to be AI-friendly - conversational, answer-focused, semantically rich, and passage-level optimized • Monitor brand visibility and citation sentiment in AI platforms; identify gaps and test interventions • Translate E-E-A-T principles into content and structural guidance that serves both traditional rankings and LLM discoverability • Partner with brand content teams to develop an SEO-driven editorial calendar that maps to exam cycles, enrollment windows, and high-intent search moments • Establish content briefs, on-page optimization guidelines, and quality standards that non-SEO writers can execute without handholding • Identify content gaps and prioritize creation of new pages, pillar content, topic clusters, and FAQ structures that drive AI citation and organic rankings • Champion internal linking architecture and content consolidation across brands to reduce cannibalization and improve authority distribution • Work closely with the VP of Digital CX and Analytics/Data Lead to connect SEO performance to conversion and revenue outcomes • Partner with engineering and web teams to ensure SEO requirements are embedded into site launches, migrations, and CMS updates • Contribute to the broader digital growth strategy, helping leadership understand organic performance in the context of paid, email, and retention

• Own day-to-day management of CeriFi's website properties, including page builds, content updates, and navigation changes within our CMS (Builder.io) • Partner with Marketing, Creative, and Engineering to scope, prioritize, and ship website initiatives • Maintain site health, quality, and consistency across CeriFi's multi-brand portfolio, ensuring every property reflects our design and content standards • Serve as the primary point of contact for website requests, triaging and sequencing work against business priority • Build and run a structured A/B and multivariate testing program (VWO or similar) across priority pages and funnels • Identify and prioritize CRO opportunities using site analytics, funnel data, and user behavior insights • Own conversion performance across key journeys, from landing pages through checkout, including mobile above-the-fold experience, content-to-conversion balance, and findability/navigation • Partner with Paid/Digital and Creative teams to align landing page experiences with campaign intent and messaging • Report on test results, site performance, and CRO impact against revenue and pipeline goals • Work closely with Marketing leadership and Digital Marketing team to translate business priorities into a prioritized website roadmap • Partner with Engineering when necessary to plan and sequence site work within capacity constraints, and with Legal on any changes with compliance implications • Collaborate with Creative on page design, content structure, and brand consistency • Support new brand, product, and campaign launches with timely, well-executed site

• Lead, coach, and inspire a team of Customer Service Representatives, fostering a culture of accountability, collaboration, and exceptional service. • Oversee the daily operation of the customer service team, ensuring timely, accurate, and high-quality support across phone, email, and case management channels. • Establish and monitor key performance indicators (KPIs), including response times, resolution rates, customer satisfaction, and team productivity. • Lead initiatives that improve operational efficiency, streamline workflows, and enhance the customer experience. • Collaborate closely with teams across Accounting, Product, Marketing, Sales, IT, and Client Experience to resolve customer issues and improve end-to-end processes.

• Own the lifecycle marketing strategy across CeriFi's 10-brand portfolio • Design, build, and optimize lifecycle journeys including onboarding, cross-sell, renewal, re-engagement, and win-back campaigns • Continuously improve segmentation framework to ensure relevant communication • Identify new opportunities to increase engagement, retention, and customer lifetime value through lifecycle marketing • Own campaign planning, Pardot builds, segmentation, automation, deliverability, and suppression management • Manage campaign intake using Jira workflows and established SLAs • Maintain email deliverability, preference centers, compliance standards, and brand-specific communication requirements • Serve as internal subject matter expert on Pardot and email marketing best practices • Connect email engagement to revenue by maintaining attribution reporting and performance dashboards • Analyze campaign performance, cohort behavior, and year-over-year trends • Present actionable recommendations to improve business outcomes • Partner closely with Brand Marketing, Creative, Revenue Operations, Product Marketing, and Digital teams

• Optimize the Salesforce Environment • Manage the day-to-day administration of Salesforce across sandbox, developer, and production environments • Configure and maintain custom objects, fields, page layouts, validation rules, flows, approval processes, dashboards, reports, and automations • Oversee user setup, permissions, profiles, roles, sharing rules, and access management • Identify opportunities to simplify processes, improve adoption, and maximize platform capabilities • Maintain strong system health through release updates, security reviews, health checks, and ongoing maintenance • Collaborate with stakeholders across Operations, Sales, Marketing, Customer Support, and IT to gather requirements and deliver scalable solutions • Translate business challenges into thoughtful Salesforce configurations and workflows • Act as a trusted advisor on Salesforce best practices, user experience, and process improvement • Communicate platform updates and enhancements clearly to end users and leadership • Help maintain clean, accurate, and reliable Salesforce data through automation, governance, and quality controls • Support reporting and dashboard development to drive business insights and decision-making • Assist with data imports, migrations, integrations, and ongoing system enhancements • Partner cross-functionally to improve operational reliability and reporting consistency • Provide day-to-day Salesforce support and troubleshooting for users across the organization • Help onboard and train new users while supporting ongoing enablement efforts • Monitor adoption and identify opportunities to improve user engagement and efficiency • You’ll work with integrated tools and platforms, including: AirCall, Pardot, Formstack, BigCommerce, Blackthorn, Stripe, NetSuite

• Lead product definition and delivery across Exam Prep, Continuing Education, and Certification verticals • Translate strategic concepts into product requirements including user stories and specifications • Partner with stakeholders to define business objectives and success metrics • Synthesize competitive intelligence and customer data for product decisions • Collaborate with engineering and design for product feasibility and delivery • Own the full product lifecycle from discovery to launch and optimization • Define KPIs and track performance post-launch to drive enhancements

• Be the go-to person for a portfolio of high-value clients focused on outcomes • Own and grow relationships across multiple CeriFi brands and verticals • Build trust with key decision-makers to drive long-term loyalty • Gain key development in your professional journey while having a great time doing it • Identify new revenue opportunities through consultative conversations • Work directly with solutions that have a strong market need • Align client goals with tailored solutions that drive impact • Partner with internal teams to deliver seamless services and support

• Define and communicate the long-term vision for CeriFi’s learning technology platforms (LMS, LXP, CMS). • Develop strategies to support multiple learning businesses (Exam Prep, Continuing Education, Certification) and diverse customer segments (individuals, enterprise clients, institutions). • Ensure platform evolution drives enhanced learner experience, measurable learner outcomes, administrative efficiency, and operational scalability. • Identify opportunities for innovation across platform capabilities, including leveraging AI, machine learning, and emerging technologies to personalize learning and improve outcomes. • Champion data-driven product decisions, using learner analytics, engagement metrics, and market insights to guide strategy and roadmap prioritization. • Own the product portfolio and roadmap across learning platforms. • Balance investment across learner experience, platform scalability, operational tooling, regulatory compliance, and new growth initiatives. • Establish metrics-driven prioritization frameworks aligned with business goals, learner outcomes, and engineering capacity. • Collaborate closely with Engineering leadership to ensure platform architecture supports long-term product and AI-enabled innovation. • Build and lead a high-performing product management organization focused on platform delivery and learner impact. • Recruit, mentor, and develop product managers capable of leading complex, data-driven platform initiatives. • Define accountability structures that empower teams to operate autonomously while remaining aligned to company strategy. • Ensure the organization operates with data-informed processes to continuously improve learner outcomes and platform performance. • Establish the product management operating model, including discovery, roadmap planning, requirements standards, cross-functional decision frameworks, and launch readiness processes. • Introduce structure and consistency into platform product development, enabling predictable delivery and measurable results. • Ensure decision-making clarity and well-defined roles across Engineering, Design, and Business teams. • Partner with Engineering, Content, Compliance, Marketing, Sales, and Customer Success leadership to align platform capabilities with organizational needs. • Represent platform strategy in executive planning, budgeting, and company-wide strategic discussions. • Ensure platform initiatives support learner outcomes, operational efficiency, and AI-enabled innovation. • Define and track KPIs across learner engagement, outcomes, platform adoption, operational efficiency, and revenue enablement. • Use data, customer feedback, and market insights to continuously refine product strategy and roadmap priorities. • Explore opportunities to integrate AI, adaptive learning, and advanced analytics to drive superior learning outcomes. • Continuously evaluate emerging trends in SaaS platforms, learning technology, and AI-driven education to guide platform evolution.