Consensus

• Run the executive rhythm. • Manage email and calendars for the CEO and CFO with judgment, not just logistics—you'll triage, prioritize, and protect their time for the things that actually matter. • See around corners. • Anticipate the deadline before it's assigned, flag the conflict before it happens, and prep the exec before they know they need prepping. • Keep the company connected. • Help produce Town Halls and All Hands, schedule and coordinate internal MBRs, and support light internal communications that keep everyone rowing in the same direction. • Own board meeting orchestration end-to-end. • Set the timeline, work backwards from the date, chase the inputs, assemble the materials, and make sure the day itself runs without a single fire drill. • Upgrade our workflows. • Bring AI tools and automation into everything above. • Handle what nobody owns yet.

• Drive the Expense Ops and AP Health Dashboards: maintain and improve reporting that gives leadership real-time visibility into payables health, spend exceptions, and policy compliance status. • Own full cycle Accounts Payable operations: vendor onboarding, bill entry and sync, payment batch management, aging review, and escalations. • Reconcile and manage people expenses on our GL and the integrations that support it. • Manage corporate card and spend workflows in Rippling, including weekly CC review and sync, GL coding accuracy, policy enforcement, and exception reporting. • Champion tool utilization across Rippling, NetSuite, and connected platforms—ensuring the tech stack works as hard as the team and surfaces the right data at the right time. • Drive continuous improvement across AP and expense workflows—identifying automation opportunities, eliminating manual touchpoints, and leveraging AI tools to build a leaner, more resilient back office. • Own GL expense account management within the close cycle such as: accruals, prepaid releases, reimbursement entries, allocation JEs, and workpaper completion. • Coordinate with the Director of Accounting to ensure all expense-side close deliverables are completed on schedule across the 6-day close window. • Support broader month end close activities as needed and after ramping. • Support multi-state payroll and tax compliance by tracking agency correspondence & notices across all active jurisdictions. • Surface trends, flag risks, and deliver regular reporting and insights to Finance leadership to ensure obligations are met accurately and on time. • Serve as a leader within the accounting team, providing day-to-day guidance and mentorship to staff accountants. • Model Consensus values. • Own process documentation and workflow standards that create consistency, reduce error rates, and free up team capacity for higher-value work.

• Selling and contracting with companies over 150 employees • Carry and accurately forecast a personal quota • Building outbound pipeline using tools like Cognism, SalesLoft, and LinkedIn Sales Navigator • Consistently exceed quarterly and annual sales targets • Prospect, educate, social sell and qualify leads to create sales-ready opportunities • Develop your own leads by researching accounts and developing relationships with various levels and multiple departments in each organization • Successfully manage and overcome prospect objections • Consistently log activities as well as update/maintain account info in CRM • Stay on top of industry trends and emerging technologies to ensure you are a trusted resource to prospects and customers • Travel 10-15% domestic

• Conduct in-depth research on assigned target accounts, identifying key decision-makers, pain points, and company initiatives to inform personalized outreach strategies • Engage with prospects through a multi-channel approach, including cold calls, emails, LinkedIn messages, and social media interactions. Use a highly tailored approach to connect with executives and other stakeholders at high-value accounts. • Develop customized messaging for each prospect, based on account research and key pain points. Craft emails, LinkedIn messages, and call scripts that resonate with their specific needs and challenges. • Build rapport with prospects, initiate conversations, and nurture leads until they are qualified for further engagement by the sales team. • Engage with potential customers to understand their needs, qualify them against our Ideal Customer Profile (ICP), and schedule discovery meetings for the Account Executive team. • Meticulously track all interactions, notes, and next steps within our CRM (HubSpot). Ensure all data is up-to-date and accurate for seamless hand-offs to the sales team. • Meet and exceed daily, weekly, and monthly activity goals, including calls, emails, and Qualified meetings booked. Regularly review metrics to refine and optimize outreach strategies.

• Own the company's sales forecast cadence in partnership with the CRO and VP of Sales • Deliver actionable analysis on pipeline coverage, velocity, and conversion health • Identify risk and opportunity areas across New Business and Expansion motions • Support annual and quarterly planning processes including quota setting, territory design, and capacity modeling • Partner with Finance and Leadership on scenario modeling and goal attainment tracking • Build and maintain dashboards primarily in HubSpot, as well as Google Sheets and other tools, to provide visibility into pipeline, productivity, revenue performance, and customer health • Prepare board-level reporting and executive summaries highlighting key performance trends • Collaborate closely with Sales, SDR, Partnerships, and Customer Success teams to streamline processes, drive accountability, and align on shared metrics • Partner with Marketing Ops on funnel alignment, lead-to-opportunity handoffs, attribution modeling, and campaign performance • Work closely with Customer Success on expansion pipeline visibility, renewal forecasting, QBR preparation, and CS-to-Sales handoff processes • Ensure clean, well-documented handoffs at every stage of the customer journey -- from MQL to SAL, SAL to opportunity, and closed-won to CS onboarding • Evaluate and improve the end-to-end revenue process, from lead routing through closed-won and into post-sale expansion • Drive consistency and compliance across forecasting, deal hygiene, CRM adoption, and CS handoff workflows • Maintain training materials, playbooks, and dashboards that empower AEs, SDRs, and CS teams to hit their targets • Partner with Enablement to track ramp times, activity SLAs, and performance benchmarks across Sales and CS systems, tools & AI • Serve as the HubSpot CRM SME and system administrator • Evaluate and integrate tools across the GTM stack including Gong, Trumpet, PandaDoc, and data enrichment platforms • Proactively identify and implement AI-powered tools and workflows that increase team efficiency, improve forecasting accuracy, and reduce manual work across the revenue org • Ensure data accuracy, process adoption, and reporting reliability.

• Partner with Finance for annual and quarterly GTM planning processes including quota design, territory modeling, capacity planning, and goal-setting across Sales, Marketing, and Customer Success. • Partner tightly with Finance on scenario modeling, revenue forecasting, and attainment tracking, ensuring the financial plan is grounded in operational reality, not just assumptions. • Make sure business objectives don't stop at the leadership level — operationalizing them across Sales, Marketing, and CS so strategy becomes action. • Lead a high-impact RevOps team as a true player-coach — equally comfortable directing the work and doing it. • Develop and grow the team with intention — building clear ownership, accountability, and career paths that attract and retain operators who are as analytical as they are action-oriented. • Build a high-performing, cross-functional team culture rooted in data, collaboration, and continuous improvement. • Serve as the strategic thought partner for the company and GTM leadership, bringing a RevOps perspective to the table before you're asked and answering hard questions with insights backed by data. • Own the company’s revenue forecast cadence end to end in partnership with the CRO and VP of Sales. • Build and own predictive models including customer health scores, deal momentum scores, and expansion propensity signals that shift the team from reporting what happened to surfacing where to act. • Deliver forward-looking analysis on velocity, conversion health, and risk — giving leadership a clear view of where the number is going, not just where it stands today. • Establish forecast accuracy as an organizational discipline — setting standards, driving adoption, and holding the GTM org accountable to a shared methodology. • Accelerate the RevOps function shift from a data delivery operation into a strategic insight engine — shifting the org from looking at what happened to knowing where to act next. • Design executive and board-level reporting that tells a story, not just a scoreboard — connecting pipeline health, funnel performance, and revenue signals into a narrative that drives decisions. • Ensure Marketing, Sales, and CS metrics are consistently defined and measured so attribution, ROI, and campaign-to-close analysis reflect a single source of truth across the revenue org. • Serve as the executive owner of the GTM tech stack, including Consensus, HubSpot CRM and MAP, Gong, PandaDoc, Trumpet, and other enrichment platforms. • Ensure data integrity, process adoption, and cross-system integration across Sales, Marketing, and CS tools. • Evaluate and make build/buy/integrate decisions to scale the revenue infrastructure. • Leverage AI and automation tools to streamline revenue operations workflows, improve forecasting accuracy, and surface insights that drive strategic decision-making across the GTM organization. • Own the end-to-end revenue process from lead routing to closed-won to renewal — driving consistency and compliance through automation and smart process design so the machine runs the same way every time, at every stage. • Partner with Sales Enablement to track rep ramp times, activity SLAs, and performance benchmarks and use that data to identify where better process and tooling can unlock rep performance. • Build the playbooks, training materials, and scalable processes that make operational excellence repeatable. • Operate as the connective tissue between Marketing, Sales, Partnerships, and Customer Success — ensuring business strategies are aligned across every team that touches revenue, not siloed within each one. • Show up at the executive table not just as a RevOps representative, but as a strategic voice — bringing data-backed insights that shape how the business makes decisions, not just reports on them.

• Drive retention and growth within the down-market business segment • Provide insights to customers to ensure proper Adoption & ROI (Consultative Approach) • Proactively contact struggling customers to provide guidance/best practices • Comfortable training/presenting to large teams • Ability to proactively understand customer needs and respond accordingly • Successfully manage and overcome customer objections • Help monitor and respond to customer requests through Chat • Consistently log activities as well as update/maintain account info in CRM • Create necessary training materials specific to your customer’s needs • Can work remotely (long-term) and self-manage

About the Role: We are hiring a Revenue Operations Analyst to scale our global revenue engine through systems ownership, data integrity, and cross-functional alignment. While this role is the primary operational partner for our Client Success and Support teams, you will work across the entire revenue funnel to ensure a seamless transition from lead to renewal. Sitting at the intersection of Sales, Marketing, and Client Success, you will play a critical part in ensuring our "post-sales" teams have the tools and insights they need to drive retention and growth, while maintaining a unified data strategy with the broader Revenue Operations team. What You’ll Do: - Cross-Functional Tech Ownership: Own and administer the core Client Success technology stack (driven largely in HubSpot), ensuring these systems sync seamlessly with Sales and Marketing tools to maintain a unified revenue engine - Operational Partnership: Partner with leaders across Client Success, Sales, and Marketing to design workflows that ensure a smooth “hand-off” from closed-won deals to onboarding and long-term retention - Revenue Lifecycle Support: Optimize operations across the entire customer journey, focusing on onboarding and adoption while identifying expansion signals that Sales can act upon - Holistic Reporting: Build and maintain dashboards that provide a 360-degree view of the customer, linking CX performance metrics (retention, health) to top-line revenue goals - Process Engineering: Proactively identify friction points in the customer lifecycle to reduce manual work, improve data hygiene, and automate the “reneal-to-lead” feedback loop - Strategic Enablement: Serve as a trusted operational partner, helping all revenue-facing teams work more efficiently through smarter automation and cleaner data What We’re Looking For: - Full-Lifecycle Fluency: A strong understanding of the “leads-to-renewals” journey, including specific expertise in CS metrics (GRR, NRR, NPS) and how they impact company-wide revenue - Systems Thinking: The ability to translate complex business needs into scalable system requirements that don’t just solve a CS problem, but improve the overall revenue process - Data Integrity Mindset: Exceptional analytical skills with a focus on how data moves between different platforms– ensuring no information is lost between Sales and Client Success - Collaborative Approach: Proven ability to work across departments and communicate technical solutions to non-technical stakeholders in Sales, Marketing, and Finance Join Consensus and enjoy a robust benefits package designed with your well-being in mind: - Health & Wellness: Benefit from a generous employer contribution towards health insurance, with a variety of plans that include dental and vision coverage. Enjoy employer contributions to your HSA, and take advantage of HSA/FSA programs to maximize your tax savings. - Retirement Ready: Secure your future with our 401(k) plan featuring company-matching contributions. - Family First: We offer paid parental leave, so you can prioritize what matters most—your family. - Work-Life Balance: Enjoy unlimited PTO and 12 company holidays to recharge and refresh. Celebrate your birthday with a day off, and enjoy Flex Fridays, where every third Friday of the month is yours to unwind. - Flexible Work Options: Work in a flexible, remote environment that suits your lifestyle, with a top-tier WFH setup provided when you join. - Grow with Us: Participate in our professional development program to expand your skills and advance your career. - Give Back: Make a difference in your community with two paid volunteer days each year at a charity of your choice.

About the Role: At Consensus, we know that the key to growth is in a high-performing sales team. That’s why we’re seeking a qualified Outbound Sales Development Representative (SDR) to find and screen potential customers who can benefit from our products and services. As the first line of communication with prospects, ideal SDRs have a strong understanding of the sales process, excelling at researching leads, starting new relationships, and setting our sales closers up for success. You should be a quick learner with strong communication skills and have the ability to showcase our offerings in a compelling way. Every potential customer is an opportunity for you to boost top-line revenue growth, customer acquisition levels, and profitability. What You’ll Do: - Account Research & Targeting: Conduct in-depth research on assigned target accounts, identifying key decision-makers, pain points, and company initiatives to inform personalized outreach strategies. - Outbound Prospecting: Engage with prospects through a multi-channel approach, including cold calls, emails, LinkedIn messages, and social media interactions. Use a highly tailored approach to connect with executives and other stakeholders at high-value accounts. - Personalized Outreach: Develop customized messaging for each prospect, based on account research and key pain points. Craft emails, LinkedIn messages, and call scripts that resonate with their specific needs and challenges. - Relationship Building: Build rapport with prospects, initiate conversations, and nurture leads until they are qualified for further engagement by the sales team. Leverage professional networks to expand reach within accounts. - Lead Qualification: Engage with potential customers to understand their needs, qualify them against our Ideal Customer Profile (ICP), and schedule discovery meetings for the Account Executive team. - Data & CRM Management: Meticulously track all interactions, notes, and next steps within our CRM (HubSpot). Ensure all data is up-to-date and accurate for seamless hand-offs to the sales team. - Performance Tracking: Meet and exceed daily, weekly, and monthly activity goals, including calls, emails, and Qualified meetings booked. Regularly review metrics to refine and optimize outreach strategies. What We’re Looking For: - High School diploma required - Preferred 1+ years of outbound sales development experience, with a history of exceeding KPIs - Strong communication skills via phone and email - Proven creative problem-solving approach and strong analytical skills - Dedicated office or quiet place where work can be done

• Drive retention and growth within your Book of Business • Primary Contact for onboarding, implementing, and training BoB • Provide insights to customers to ensure proper Adoption & ROI (Consultative Approach) • Comfortable training/presenting to large teams • Ability to proactively understand client needs and respond accordingly • Successfully manage and overcome client objections • Help monitor and respond to client requests through Chat • Consistently log activities as well as update/maintain account info in CRM • Create necessary training materials specific to your client's needs • Can work remotely (long-term) and self-manage • Travel 10-20% domestic and internationally