Chartbeat

• Become a Tubular Labs platform and customer expert, demonstrating—at both a granular and high level—the value the software provides to prospects. • Strategically craft effective and compelling value propositions that incorporate prospects’ KPIs to advance the buying process. • Manage the prospect demo and trial process in collaboration with assigned sales representatives, ensuring prospects reach clear success criteria and understand the value of the platform. • Ask relevant probing questions to validate business issues and frame the Tubular solution in a way that solves for the identified client needs. • Bring strong presence to client calls and meetings — partnering with Sales and Customer Success to lead demos, answer questions in real time, and adapt the conversation to what the prospect or client needs. Think on your feet, read the room, and help move conversations forward. • Lead the scoping, qualification, and estimation of API opportunities in collaboration with Engineering and Sales, ensuring prospects have a clear understanding of integration requirements and timelines. • Contribute to proactive commercial initiatives alongside Sales and Marketing, supporting targeted outreach and helping to identify and engage high-potential prospects. • Partner closely with Sales and Customer Success on active deals and accounts to ensure prospects and clients are supported throughout the buying process and beyond; collaborate with Marketing and PMM to identify what custom collateral and materials would strengthen the sales process and improve conversion. • Work with Product and Engineering to channel customer-facing feedback into roadmap decisions and surface technical insights that improve the platform. • Track demo and trial-related metrics to further optimize the sales process.

• Design, own and contribute to the cross-division data architecture, establishing patterns and standards that scale across both Chartbeat and Tubular platforms • Lead the technical strategy for integrating data products across divisions, enabling new cross-brand features and insights • Drive the AI and backend infrastructure roadmap - from data pipelines that feed models to deployment patterns for LLM-powered features • Identify and close skill gaps across the data engineering team, actively mentoring engineers and elevating the collective technical ceiling • Collaborate with product, engineering, and ML teams to translate business needs into scalable architectural decisions • Establish and evolve best practices for data modeling, pipeline design, and system observability across the organization • Evaluate and prototype emerging AI and generative AI technologies for application to real-world product challenges • Participate in engineering planning and contribute to roadmap prioritization with a cross-division perspective • Be part of engineering on call rotation to monitor and maintain the health of our production systems.

• Work with a small cross-functional scrum team to define day-to-day activity • Collaborate to plan sprint goals and execute on those • Participate in team meetings, demos, tech talks, discussions, and learning/teaching opportunities • Work closely with a mentor to build and deploy products.

• Participate in team meetings, demos, tech talks, discussions and learning/teaching opportunities • Work closely with a mentor • Collaborate to plan sprint goals and execute on those

• Work with core engineering team responsible for building, scaling, and maintaining data systems • Participate in team meetings, demos, tech talks, discussions, and learning/teaching opportunities • Collaborate within a small cross-functional scrum team

• Expand ability to deliver reliable and scalable metadata systems. • Work on end-to-end implementation of features. • Improve test coverage and contribute to infrastructure. • Collaborate within a cross-functional team including engineers, designers, data scientists, and product managers. • Participate in engineering on-call rotation for production systems.

• Own the end-to-end customer implementation experience, including pre-sale technical evaluations, proof-of-concept support, and post-sale onboarding • Ensure Implementation Engineers deliver high-quality, white-glove technical integration support to prospective and newly sold customers • Establish clear engagement models and handoffs between Sales, Technical Services, and Customer Success • Oversee the delivery of tailored customer training programs designed to help clients effectively utilize Chartbeat products • Ensure training engagements align to customer goals, use cases, and stages of product maturity • Drive consistent product understanding and “aha” moments that reinforce customer value • Lead, coach, and develop a team of Implementation Engineers and Customer Training & Enablement Managers • Define clear role expectations, performance standards, and development paths across the team • Foster a culture of accountability, empathy, and continuous improvement • Design and maintain scalable implementation and training frameworks, documentation, and best practices • Identify gaps and inefficiencies in onboarding and training workflows and drive continuous improvement • Use delivery insights and customer feedback to refine programs and improve outcomes over time • Partner closely with Customer Success to support strong post-onboarding adoption and retention • Collaborate with Sales on technical readiness during trials and early-stage customer engagements • Work with Product and Support to surface recurring implementation challenges and inform improvements

• Oversee and optimize the marketing technology stack (with a strong focus on HubSpot), ensuring systems are integrated and effective. • Lead the configuration and optimization of two HubSpot instances with two brands in each instance, both trouble-shooting issues and refining existing processes and building out net new ones. • Develop and implement best practices for lead management, scoring, segmentation, and nurturing, creating automated workflows that support campaign success and drive customer acquisition. • Conduct regular audits of marketing operations processes and technologies, identifying areas for improvement and implementing scalable solutions to support growth. • Manage data integrity and ensure accurate data collection via forms, developing robust reporting and analytics capabilities to support data-driven decision-making across the organization. • Collaborate with cross-functional teams to align marketing operations with broader company objectives and other operations teams (revenue, product, customer experience etc.) to ensure our systems work seamlessly. • Serve as the subject matter expert on marketing technology, providing training and support to team members on best practices for using tools effectively and maximizing marketing impact. • Manage the Marketing’s team Monday.com instance by creating automation that enhances the team’s project management capabilities. • Monitor and report on key marketing performance metrics (e.g., MQLs, conversion rates, ROI), delivering actionable insights and recommendations to improve marketing effectiveness.

• Serve as the owner of Salesforce and connected GTM systems, including Sales Cloud, CPQ, Conga, and integrations. • Own the end-to-end revenue data model across lead, opportunity, quote, contract, renewal, and expansion workflows. • Define and manage the roadmap for revenue systems, balancing new capabilities, usability, and technical debt. • Ensure systems are reliable, scalable, and trusted as the operational system of record. • Partner with Sales, Marketing, Customer Success, Product, Finance, and Leadership to translate business needs into effective system design. • Balance competing stakeholder priorities and make thoughtful tradeoffs in service of the company as a whole. • Ensure systems support how teams actually work, not just how metrics are reported. • Design dashboards and forecasting frameworks that provide leadership with clear visibility into performance, risk, and opportunity. • Architect, administer, and continuously improve the Salesforce instance, including Sales Cloud, CPQ, and Conga. • Establish guardrails, controls, and validation to maintain data integrity without slowing teams down. • Lead and develop a team covering Business Intelligence and Salesforce Administration.

• Execute production-ready design assets using pre-existing templates and brand libraries • Create and update marketing and internal materials including slide decks, digital ads, one-pagers, and internal documents • Resize, reformat, and version design files for multiple platforms and channels • Ensure visual consistency and technical accuracy across all outputs • Collaborate with designers, content creators, and marketers to meet fast-paced production timelines • Organize and maintain Figma libraries and file structures for accessibility and clarity