Dutchie

• Own portions of the annual operating plan, quarterly forecasts, and long-range financial planning process. • Develop financial models that improve visibility into company performance and future investment decisions. • Analyze monthly results, identify business drivers, and communicate actionable insights to leadership. • Partner closely with Accounting to ensure accurate reporting and alignment between actuals, forecasts, and KPIs. • Improve and automate planning workflows using AI, modern financial tooling, and scalable processes. • Identify opportunities to eliminate manual reporting through automation and self-service analytics. • Help evolve executive reporting and dashboards that improve decision-making across the organization. • Support board materials, leadership presentations, and strategic planning initiatives. • Collaborate across R&D, G&A, and Operations to understand business performance and financial impact. • Become a trusted finance partner capable of simplifying complex business questions into clear financial recommendations. • Help establish consistent planning disciplines as Dutchie continues to scale.

• Manage, mentor, and develop a high-performing analytics team, setting clear goals, prioritizing the roadmap, and ensuring timely delivery • Foster a culture of intellectual curiosity, accountability, and continuous improvement • Model and embed AI-augmented workflows across the RevOps function — from data exploration and anomaly detection to narrative generation and stakeholder reporting • Serve as the primary analytical thought partner to Sales, CS, Marketing, and Finance leadership, proactively surfacing trends, risks, and opportunities before they are asked for • Translate revenue strategy into measurable frameworks — defining the right metrics, leading indicators, and reporting cadences for each GTM function • Contribute to annual planning cycles including quota modeling, capacity planning, territory design, and headcount analysis • Own the end-to-end revenue reporting infrastructure, including dashboards, KPIs, and recurring executive-facing reporting in Hex, Looker and Salesforce • Lead forecasting analytics — building and maintaining models that improve call accuracy and pipeline predictability across segments • Analyze funnel conversion, deal velocity, retention, expansion, and NRR trends to diagnose performance gaps and recommend interventions • Deliver ad hoc analyses that are rigorous, clearly communicated, and directly tied to a decision or action • Establish and enforce data governance standards — metric definitions, field hygiene, documentation, and change management — across the RevOps tech stack • Partner with Systems and BI/Data Engineering teams to ensure Salesforce, Looker, HubSpot, and Gong data is clean, consistent, and trustworthy • Identify opportunities for automation and AI-assisted analysis to increase throughput and reduce manual reporting burden • Align GTM teams around shared metric definitions, reporting standards, and analytical best practices • Operate effectively in ambiguity, balancing competing priorities across a fast-moving, cross-functional environment • Drive cross-functional initiatives from an analytical lens — including territory planning, comp modeling and assessment, renewal health scoring, and TAM analysis

• Handle inbound contacts via email, phone, and live chat across POS, ecommerce, payments, loyalty, hardware, and integrations • Troubleshoot complex platform issues: back office configuration, register transactions, receipt reconciliation, menu sync failures, discount and pricing issues • Support hardware setup and troubleshooting across registers, printers, barcode scanners, cash drawers, scales, and computers • De-escalate high-urgency situations, dispensary customers are often mid-shift, and the stakes are real • Know when to escalate to a higher level or move to a call or Zoom rather than continuing to trade messages • Triage Pay by Bank issues: bank linking, funding delays, authorization errors, returns, and suspected fraud • Support basic METRC and compliance workflows: package tags, manifest generation, transfer workflows • Escalate compliance-adjacent issues to Tier 2 with complete documentation • Assist with inventory receiving, package creation, inventory room management, and audit workflows • Support catalog management, label configuration, and pricing updates • Validate integration setup, triage syncing issues, and process API key requests • Work alongside AI-assisted support tooling as a daily part of how you triage, troubleshoot, and route issues — not as a workaround, but as the workflow • Support customers using Dutchie’s AI-native products and agentic platform modules that are actively expanding • Bring genuine curiosity: experiment with new tools as they roll out, flag gaps when you find them, and contribute to how the tooling improves • Contribute to internal documentation when you resolve something that wasn’t written down. Every gap you close makes the whole team faster • Write complete ticket documentation on every contact: issue reported, steps taken, outcome, and next steps • Apply the 20-minute rule: if meaningful progress toward resolution hasn’t been made, escalate with full context • Apply correct classifications, tags, and macros before closing or escalating

• Own the end-to-end product vision, strategy, and roadmap for a portfolio of data products consumed across ecommerce, POS, B2B, and analytics. • Partner closely with Data Engineering to evolve the underlying data platform—including matching, classification, canonical naming, and quality—to deliver measurable customer and business outcomes. • Define and ship data-driven experiences for our customer bases: retailer-facing (e.g., operational efficiency), business-facing (e.g., content contribution via partner portals), and internal (e.g., APIs, SLAs). • Develop next-generation AI and Machine Learning systems, such as next best action and recommendations engines, to drive significant product improvements. • Own the architecture and governance models for critical data assets (e.g., product identifiers, taxonomies), resolving conflicts and balancing canonical authority with contributor flexibility. • Translate data coverage, quality, and structure into measurable business outcomes, such as merchandising conversion, receiving efficiency, or analytic integrity.

• Strategic Workforce Architecture: Own long-term and short-term capacity planning, forecasting, and budgeting across all support channels, ensuring our human footprint scales efficiently alongside business growth. • Automation & Deflection Roadmap: Audit existing support volumes and workflows to identify the heaviest "human time-sucks." Partner with technical teams to deploy robotic process automation (RPO/ RPA), tooling improvements, or AI agents to handle triaged tasks. • Operational Excellence: Oversee the daily execution of real-time management, scheduling, and queue performance. Ensure SLA/KPI targets are met while maintaining healthy agent utilization and sustainable workloads. • Cross-Functional Optimization: Collaborate with Finance, Product, Engineering, and Enablement to align workforce capacity with product releases, promotional cycles, and engineering rollouts. • Data & Insights Engine: Transform raw performance data into actionable business intelligence. Build a feedback loop that informs product teams exactly where users face systemic friction based on volume spikes. • Team Dynamics: Partner with a high-performing team of WFM analysts, fostering a culture of data-driven decision-making and continuous process improvement.

Role Description As the cannabis industry grows, so does the need for operators who can hit the ground running. The Implementation Strategist at Dutchie is the first real experience a new customer has with our platform — you own their onboarding, configuration, and early success across our full product suite: POS, E-Commerce, Loyalty & Marketing, Mobile App, and more. - Own the onboarding and training of new dispensary customers launching on Dutchie - Guide clients through configuration, best practices, and product fundamentals across all core products - Manage white-label mobile app submissions and releases through App Store Connect and Google Play Console, including handling rejections and suspensions - Translate complex technical concepts into clear, actionable steps for non-technical operators - Manage project timelines and customer records in Salesforce - Collaborate cross-functionally with Sales, Support, and CSM to get ahead of issues before they escalate - Surface client feedback and trends to inform product development Qualifications - 2+ years in a customer-facing technical role — SaaS implementation, POS, account management, or solutions engineering - Strong communicator: clear, empathetic, and polished across phone, email, and video - Organized and adaptable — comfortable juggling multiple projects at different stages - Technically comfortable in developer portals (App Store Connect, Google Play Console, Firebase) without needing to write code - Quick learner who picks up new platforms and industries fast - Team-oriented but fully capable of owning work independently - AI Mindset: You aren't just using AI for emails. You’re automating complex workflows and experimenting with agentic methodologies to move faster than a traditional team - Salesforce familiarity a plus; cannabis industry or METRC/BioTrack experience a bonus - Ability to travel within the US Requirements - Retail cannabis or dispensary operations experience (Bonus) - PMP Certification (Bonus) - METRC or BioTrack experience (Bonus) - Looker or BI tool familiarity (Bonus) Benefits - Targeted starting salary of $55,000 - $75,000 based on the intended level for this role - Full medical benefits including dental and vision plans to ensure you always have the best care - Equity packages in the form of stock options to all employees - Technology (hardware, software, reading materials, etc.) allowance - Flexible vacation and sick days

• Strategic Account Ownership: Drive long-term adoption and revenue growth for a portfolio of enterprise-level dispensaries, crafting engagement strategies that align with their specific business goals. • Operational Consultation: Leverage a deep understanding of dispensary workflows to provide high-level recommendations, optimizing the platform to solve complex logistical and retail challenges. • Revenue & Expansion Management: Proactively identify and execute account expansion and cross-sell opportunities across the full suite of our technologies to maximize partner ROI. • Product Advocacy & Feedback Loop: Serve as the "Voice of the Customer" by synthesizing feedback into actionable trends for our Product and UX teams, directly influencing the future of our software. • Executive Business Reviews: Conduct high-impact Quarterly Business Reviews (QBRs) using data-driven insights to demonstrate value, identify growth levers, and address performance gaps. • Risk Mitigation: Consistently assess account health metrics to proactively identify churn risks and implement "save" strategies before challenges escalate. • Cross-Functional Collaboration: Partner with Implementations to ensure seamless onboarding and work with internal teams to continuously refine our customer-facing processes. • Marketing & Conversion Strategy: Consult with partners on web presence optimization, promotional strategies, and marketing best practices to drive maximum consumer conversion.

• Own full-cycle recruiting for GTM (Sales, Account Management, RevOps, Support, Implementation) and G&A (Accounting, Finance, People) roles. • Manage high-volume pipelines efficiently, delivering quality hires for scaled roles with multiple open seats. • Partner with hiring managers and executives to define hiring needs, shape interview processes, and deliver a world-class candidate experience. • Develop creative sourcing strategies to reach and engage diverse talent pools in competitive business landscapes. • Use data and market insights to influence hiring decisions and improve efficiency. • Contribute to process improvements, system hygiene, and recruiting best practices. • Act as a brand ambassador for Dutchie, sharing our story authentically with the market.

• Manage the monthly, quarterly, and annual financial close process, ensuring timely and accurate results in accordance with U.S. GAAP. • Maintain the chart of accounts and ensure proper classification of all financial transactions. • Review general ledger journal entries, including accruals, prepaid expenses, fixed assets, cash, and inventory. • Prepare all general ledger journal entries for capitalized software, debt, and equity. • Perform comprehensive balance sheet reconciliations, ensuring proper support and resolution of variances. • Oversee the accounts payable function, ensuring timely and accurate invoice processing and vendor payments. • Prepare all technical accounting assessments and memos. • Assist in the preparation of internal financial statements and management reports. • Coordinate with external auditors on year-end financial statement audits by providing requested documentation and explanations. • Develop, document, and maintain strong internal controls over accounting processes and systems. • Identify and implement process and system enhancements, including AI-driven optimizations, to drive efficiencies and ensure the accuracy of the monthly close and daily accounting operations. • Manage corporate credit card programs and expense reporting system, ensuring compliance with company policies. • Serve as a key point of contact for financial system maintenance and improvements (e.g., ERP administration and potential future implementations, integration with other systems). • Provide financial support for operational teams, including budget-to-actual variance analysis for departmental expenses. • Handle ad hoc accounting projects and analysis as required by senior leadership.

• Contribute to POS domain features including user management, login/SSO/SAML/SCIM functionality, and settings & configuration pages within the POS application • Own and improve POS platform infrastructure — including ArgoCD deployment manifests, Pulumi IaC management across production and pre-prod environments • Maintain, upgrade, and evolve core shared libraries, frameworks, and system components — ensuring the POS codebase stays current, secure, and performant as the system scales • Define and champion engineering standards, patterns, and best practices across the POS domain — providing guidance and documentation that enables other teams to build consistently on the platform • Support and improve the POS release process — including release candidate management, GitHub CI pipelines, release monitoring, and LaunchDarkly flag lifecycle automation • Design, build, and maintain internal tools that support customer onboarding activities and day-to-day platform operations • Participate in on-call rotation and incident response — triaging issues, participating in post-mortems, and driving reliability improvements • Identify and eliminate toil through automation, tooling improvements, and scalable processes • Mentor and grow junior engineers and contribute to a strong engineering culture on the team • Collaborate with Product Support Engineering, Implementation, Product, and Engineering teams to deliver a reliable, predictable platform