Cordance

• The Revenue & Billing Specialist will lead and optimize customer billing and revenue coordination processes across a multi-business-unit environment. • This role is heavily focused on revenue accuracy, billing operations, order-to-cash process management, recurring revenue reconciliation, and cross-functional coordination between finance, sales, operations, and customer-facing teams. • The ideal candidate brings experience managing complex billing operations, coordinating with accounting and finance teams, overseeing usage-based and recurring revenue models, and improving operational processes tied to invoicing and revenue recognition. • This individual will serve as a key operational partner in optimizing our revenue infrastructure to supports growth, operational accuracy, and customer satisfaction. • Partner with Cordance accounting and revenue teams to ensure invoices are generated accurately and delivered to the correct customer contacts. • Identify and resolve billing discrepancies, invoicing errors, and customer account issues in collaboration with accounting and customer-facing teams. • Coordinate purchase order (PO) collection, validation, and acceptance processes to support timely invoicing and revenue collection. • Lead monthly ARR and revenue review processes across consolidated business units. • Analyze revenue reporting discrepancies, data inconsistencies, and long-standing reconciliation issues impacting reporting accuracy. • Partner with finance and accounting teams to improve revenue visibility, forecasting accuracy, and reporting consistency. • Support leadership with operational analysis related to recurring revenue performance and billing trends.

• Define and execute the enterprise-wide strategy for: • Data platforms • Business systems architecture • Integration frameworks • Analytics infrastructure • Drive standardization and modernization of fragmented systems across Business Units. • Lead technology and data integration for acquisitions and newly onboarded businesses. • Establish repeatable integration playbooks for: • CRM consolidation • ERP harmonization • Data migration • Identity and reporting standardization • Rationalize overlapping systems and reduce operational complexity post-acquisition. • Build enterprise-grade data foundations enabling cross-functional visibility across: • GTM • Finance • Product • Customer Operations • Design scalable reporting and analytics frameworks supporting executive decision-making. • Drive data quality, governance, lineage, and operational trust across platforms. • Partner closely with: • Product leadership • Finance • Revenue Operations • Engineering • Security & Compliance • Act as the architectural bridge between business strategy and technical execution. • Lead and mentor high-performing architecture, data, and integration teams. • Turn technical debt into scalable operational capability. • Evaluate build vs. buy decisions across systems and platforms. • Establish scalable operating models supporting rapid organizational growth.

• Oversee day-to-day warehouse operations remotely, including receiving, storage, fulfillment, shipping, and returns. • Evaluate and redesign warehouse layouts, workflows, and operational processes to improve efficiency, scalability, and accuracy. • Develop and implement operational standards, SOPs, and KPIs across warehouse functions. • Partner with warehouse personnel and third-party vendors to ensure operational consistency and performance. • Identify process bottlenecks and lead continuous improvement initiatives. • Lead the implementation and optimization of inventory management systems and warehouse operational tools. • Maintain accurate SKU-level inventory visibility and reporting across multiple locations or systems. • Establish inventory control procedures including cycle counts, reconciliation, and auditing processes. • Analyze inventory trends and operational data to improve forecasting, replenishment, and fulfillment accuracy. • Partner cross-functionally to improve inventory planning and operational scalability. • Manage shipping, freight, carrier relationships, and logistics operations to ensure timely and cost-effective delivery. • Oversee inbound and outbound logistics coordination across warehouse and customer delivery operations. • Monitor shipping performance, delivery timelines, and transportation costs while identifying optimization opportunities. • Manage end-to-end RMA processing and hardware warranty operations across deployed customer hardware environments. • Serve as a point of coordination for customer service escalations related to hardware fulfillment, returns, replacements, and shipping discrepancies. • Lead operational improvement projects including warehouse redesigns, inventory system migrations, and logistics process enhancements. • Develop scalable operational frameworks to support company growth and customer demand. • Collaborate with leadership, finance, customer success, and technical teams to align operational priorities. • Build reporting dashboards and operational metrics to track warehouse and logistics performance. • Lead and support warehouse operations personnel, vendors, and cross-functional operational teams. • Establish clear operational expectations, accountability, and performance standards. • Drive a culture of operational excellence, responsiveness, and continuous improvement. • Provide training and guidance on inventory systems, warehouse procedures, and logistics best practices. • Coordinate with Implementation teams to confirm hardware delivery schedules, validate successful delivery completion, and ensure customers receive accurate and complete shipments.

• Own recurring ARR, revenue, and operational reporting across the Industrials Division • Lead monthly and quarterly forecasting processes, including variance analysis and executive reporting packages • Analyze SaaS performance metrics including ARR, retention, bookings, churn, margins, and operating leverage • Support multi-business unit financial consolidation and performance analysis • Build and maintain financial models used for planning, forecasting, and operational decision-making • Partner with divisional leadership to identify risks, opportunities, and performance improvement initiatives • Assist with acquisition onboarding and post-acquisition financial integration efforts • Improve reporting processes, data quality, and financial visibility across acquired businesses • Support budgeting, strategic planning, and board/investor-related financial analysis • Work cross-functionally with accounting, operations, data, and executive leadership teams • Help drive process standardization and change management initiatives across portfolio companies

• Own and drive cross-sell, upsell, and renewal revenue across all Cordance business units • Develop and execute a portfolio-wide expansion strategy across multiple industries and product lines • Identify and prioritize high-impact growth opportunities within the existing customer base • Align go-to-market teams across business units to drive coordinated account strategies • Break down silos and establish consistent processes for identifying and executing expansion opportunities • Ensure clear ownership, accountability, and collaboration across teams • Oversee renewal strategy and execution to maximize retention and reduce churn • Improve adoption, engagement, and long-term value realization • Build and manage expansion pipeline, with accurate forecasting across products and business units • Partner with Product and Pricing teams to refine packaging, bundling, and pricing strategies that enable expansion • Ensure visibility into customer data, usage, and expansion signals across platforms • Build and lead a high-performing expansion organization (account management, renewals, or hybrid roles)

• Own the full implementation lifecycle — from requirements gathering and solution design through configuration, integration, data migration, testing, and post-launch review — on complex, multi-workstream, or enterprise-scope projects • Design implementation solutions that translate complex customer business requirements into technically sound, scalable system configurations — thinking beyond the immediate setup to the customer's long-term workflow needs • Manage multi-stakeholder customer environments with confidence — navigating competing priorities, evolving requirements, and organizational complexity while maintaining project momentum and customer trust • Manage timeline risk proactively — identifying delays, blockers, or scope changes early and addressing them with a structured response rather than allowing them to compound • Handle post-launch stabilization and early adoption challenges as part of the implementation engagement — ensuring customers reach defined value milestones before formal handoff to Customer Success • Lead technical solution design for complex implementations — including multi-system integrations, advanced data mapping, workflow automation, and custom configurations that require reasoning across the customer's full technology stack • Maintain expert-level knowledge of all supported platforms, integration patterns, and configuration options — including edge cases, advanced features, and the technical boundaries where custom solutions may be required • Evaluate the technical feasibility of customer requirements and communicate trade-offs clearly — providing honest, well-reasoned guidance on what is achievable within scope and what requires a different approach • Independently author and maintain implementation playbooks, configuration guides, data migration templates, integration documentation, and post-launch readiness checklists for use across the implementation team • Build and maintain trusted relationships with senior customer stakeholders — including IT leaders, operations directors, and executive sponsors — with the credibility and communication quality those relationships require • Partner with Product and Engineering on feature feedback, integration gap analysis, and release impact assessment — contributing the implementation team's structured perspective on how product decisions affect customer onboarding outcomes • Collaborate with Customer Success on implementation-to-CS handoffs — ensuring CS teams inherit a complete picture of the customer's configuration, known issues, success criteria, and adoption readiness.

• Develop and lead comprehensive, multi-channel marketing campaigns aligned to business unit goals. • Collaborate with business unit stakeholders to understand target audiences, value propositions, and key business priorities to inform marketing campaign strategy and messaging. • Manage end-to-end campaign execution, partnering with business unit functional teams and our external marketing agency. • Own campaign timelines, deliverables, and budgets, ensuring on-time and high-quality execution. • Monitor and analyze campaign performance using marketing analytics tools and dashboards. • Continuously test, optimize, and iterate based on data-driven insights to improve conversion rates and pipeline contribution. • Partner closely with sales to ensure campaign alignment, support enablement, and accelerate opportunities. • Communicate campaign plans, performance, and insights to key stakeholders across marketing and business leadership.

• Represent Cordance’s portfolio of products and services, using strong product knowledge and research to articulate how our solutions address customer needs. • Focus primarily on new logo acquisition through inbound and outbound prospecting. (Installed base expansion may occur occasionally as needed.) • Generate leads and build relationships by nurturing prospects and developing early-stage sales opportunities. Respond rapidly to inbound inquiries (“speed to lead”). • Conduct high-quality, high-volume outreach (70–90 activities per day) through calls, emails, video, and social media. • Qualify prospects through research and discovery to ensure a strong fit for Cordance solutions. Identify opportunities to return unqualified leads to marketing for further nurturing. • Schedule discovery meetings or demos with qualified prospects for assigned Account Executives. • Utilize CRM (HubSpot), sales engagement tools, and data platforms (ZoomInfo) to track activities, log insights, and manage follow-ups. • Collaborate closely with SDR leadership and Account Executives to develop and execute targeted prospecting strategies for assigned territories or accounts. • Meet or exceed individual activity, qualification, and pipeline-generation goals. • Share feedback, trends, and messaging insights with peers and leadership to continuously improve team performance.

• Partner with senior executives and business leaders to develop and execute HR strategies aligned to organizational and operational goals across multiple regions and business units • Lead workforce planning, organizational design, and talent strategies that support growth, scalability, and business performance • Serve as a trusted advisor to leaders on employee relations, performance management, leadership effectiveness, team dynamics, and organizational health • Provide coaching and guidance to leaders on complex people matters, including change leadership, succession planning, and talent development • Oversee and drive change management initiatives related to organizational transformation, integrations, restructures, and business growth • Ensure compliance with labor laws, regulations, and HR practices across key regions • Leverage people data, trends, and metrics to influence business decisions and improve engagement, retention, and overall organizational effectiveness • Support mergers, acquisitions, integrations, and restructuring efforts across a multi-entity environment • Partner cross-functionally with leaders and HR team members to strengthen programs, policies, and processes that support a high-performing culture • Champion company culture and values while adapting people practices to regional needs and business realities • Help build and mature HR infrastructure, processes, and capabilities to support a growing, global organization

• Own and manage the product roadmap across the full platform • Prioritize initiatives based on clear business outcomes: • Revenue growth (new customer acquisition and expansion) • Customer retention • Operational efficiency (support, engineering, infrastructure) • Partner closely with engineering to define solutions and evaluate technical tradeoffs • Balance input from sales, customer success, and leadership to make clear prioritization decisions • Maintain regular engagement with customers, including participation in sales calls and feedback conversations • Translate ambiguous problems into well-defined product direction and deliverables