Civix

• Lead project and task management activities, including developing project work plans and managing the completion of work products. • Review and summarize state and federal regulations (2 CFR 200). • Lead and support compliance monitoring engagements of grantees and their subrecipients. • Provide expert level technical assistance to grantees and their subrecipients. • Support budget development and maintenance for grantees and subrecipients. • Develop and implement process for project and grant level projections, reconciliation, and reporting. • Conduct research and analysis and develop and deliver presentations for clients, stakeholders, and the public. • Draft plans, reports, and assessments based on research and analysis. • Support the development of client facing documents, such as policies and procedures, checklists, forms, trackers, and administrative guidance. • Draft documents, memos, letters, and other formal communications to clients. • Lead or support the preparation for meetings or workshops. • Capture and compile notes from internal meetings and meetings with clients. • Support Project Managers in the delivery of services to clients.

• Lead project and task management activities, including developing project work plans and managing the completion of work products • Review and summarize state and federal regulations • Provide subject matter guidance related to HUD CDBG, CDBG-DR, and HOME single and multifamily housing policy and program implementation to grantees and their subrecipients and developers as applicable • Provide expert level technical assistance to grantees and their subrecipients • Design and implement federally funded housing programs which may include single family home repair or reconstruction, multifamily housing programs, first time homebuyer programs • Provide guidance in relation to layered funding for multifamily housing programs • Provide support on the layering of federal funds with Low Income Housing Tax Credits • Support project and grant level reporting • Conduct research and analysis and develop and deliver presentations for clients, stakeholders, and the public • Draft plans, reports, and assessments based on research and analysis • Support the development of client facing documents, such as policies and procedures, checklists, forms, project tracking solutions, and administrative guidance • Draft documents, memos, letters, and other formal communications to clients • Lead or support the preparation for meetings or workshops • Capture and compile notes from internal meetings and meetings with clients • Support Project Managers in the delivery of services to clients

• Promote and sell Civix software solutions to new and existing clients. • Focus on GoElect, GoRegister, and GoEthics software solutions. • Build a pipeline, develop relationships, and drive revenue growth in the Western Region of the US. • Manage the full sales cycle—from prospecting to contract negotiation and closing. • Collaborate with internal teams to align Civix solutions to business outcomes for customers. • Stay current on competitive landscape and trends. • Represent the company at industry conferences and networking events. • Provide accurate sales forecasts and reporting in CRM (HubSpot).

• Own Customer Change Requests intake, review, quote development, secure pricing approvals, and obtain signatures • Manage Customer Renewals by preparing contracts and amendments, coordinating approvals and terms negotiation • Support Contract Modifications by drafting and routing amendments, SOW updates, and addenda • Conduct Go-to-Market Research analyzing markets, segments, and competitors to inform campaigns • Attend Company Events including conferences and webinars to engage customers for sales pipeline • Maintain Accurate Records by updating CRM with opportunities, activities, including close plans

• Lead project and task management activities, including developing project work plans and managing the completion of work products. • Review and summarize state and federal regulations. • Provide subject matter guidance related to CDBG-DR single and multifamily housing policy and program implementation to grantees and their subrecipients and developers as applicable. • Provide expert level technical assistance to grantees and their subrecipients. • Design and implement federally funded housing programs which may include single family home repair or reconstruction, multifamily housing programs, first time homebuyer programs. • Provide guidance in relation to layered funding for multifamily housing programs. • Support project and grant level reporting • Conduct research and analysis and develop and deliver presentations for clients, stakeholders, and the public. • Draft plans, reports, and assessments based on research and analysis. • Support the development of client facing documents, such as policies and procedures, checklists, forms, and administrative guidance. • Draft documents, memos, letters, and other formal communications to clients. • Lead or support the preparation for meetings or workshops. • Capture and compile notes from internal meetings and meetings with clients. • Support Project Managers in the delivery of services to clients.

• Manage, mentor, and grow multiple development squads, including developers, technical leads, and QA professionals. • Oversee individual and team performance through regular feedback, goal setting, and career development plans. • Advocate for coding standards, design patterns, and modern software engineering practices (SOLID principles, secure coding, microservices). • Implement and refine Agile methodologies (Scrum/Kanban) to ensure on-time, high-quality releases. • Lead cloud adoption strategies (AWS preferred), including containerization, microservices, and Infrastructure as Code (CloudFormation). • Collaborate with InfoSec to ensure FedRAMP, SOC II, and other regulatory/compliance requirements are met. • Act as a primary engineering liaison across Product, Customer Success, and Implementation to align feature development with delivery readiness. • Utilize Azure DevOps (ADO), dashboards, and other tools to track team velocity, code quality, and project health. • Provide regular updates to stakeholders and executives on project status, risks, and outcomes.

• Lead project and task management activities, including developing project work plans and managing the completion of work products. • Review and summarize state and federal regulations. • Lead and support compliance monitoring engagements of grantees and their subrecipients. • Provide expert-level technical assistance to grantees and their subrecipients. • Design and implement federally funded housing, economic development, infrastructure, planning, climate adaptation, clean energy, or public services programs. • Support budget development and maintenance for grantees and subrecipients. • Develop and implement a process for project and grant-level reporting • Conduct research and analysis, and develop and deliver presentations for clients, stakeholders, and the public. • Draft plans, reports, and assessments based on research and analysis. • Support the development of client-facing documents, such as policies and procedures, checklists, forms, and administrative guidance. • Draft documents, memos, letters, and other formal communications to clients. • Lead or support the preparation for meetings or workshops. • Capture and compile notes from internal meetings and meetings with clients. • Support Project Managers in the delivery of services to clients.

• Prepare routine journal entries and supporting documentation • Assist with the monthly close process, including schedules and reconciliations • Maintain accurate and timely balance sheet reconciliations • Investigate and resolve reconciling items and variances • Record and support revenue, expenses, accruals, and payroll-related entries • Support accounts payable and accounts receivable processes as needed • Ensure proper coding and documentation of transactions • Assist in preparing financial reports and schedules for internal use • Support variance analysis and ad-hoc reporting requests • Maintain organized and audit-ready support files • Assist with audit and tax support requests, including PBC schedules • Ensure compliance with accounting policies and internal controls • Support documentation and process adherence • Maintain accuracy in the accounting system and supporting tools • Identify opportunities to improve efficiency and consistency • Follow established close checklists and procedures

• Lead the CS Team managing solutions for Go Elect customers • Directly manage a team of Project & Success Managers, Customer Support Representatives, Business Analysts, and Trainers • Set quarterly MBOs for team members • Monitor and evaluate each project phase for quality standards • Identify process gaps to enhance operational efficiency • Drive account expansion through cross-selling and up-selling • Collaborate with Sales to maximize customer value from solutions • Lead and manage customer support representatives • Track performance metrics for customer support • Conduct periodic Customer Business Reviews • Collaborate with the Executive Team for business reviews

• Serve as the single accountable owner for the Elections product portfolio, including vision, roadmap, and delivery outcomes. • Define and maintain a multi-year product strategy aligned to statutory requirements, customer needs, and Civix’s business objectives. • Own product prioritization decisions, tradeoffs, and sequencing across customer commitments, platform evolution, and innovation. • Own the economic health of the Elections product line, including pricing strategy, margin awareness, and cost-to-deliver considerations. • Partner with Sales and Finance to support deal structuring, pricing models, renewals, and expansion opportunities. • Understand and actively manage the relationship between roadmap decisions and financial outcomes. • Lead product GTM strategy in partnership with Sales, Marketing, and Customer Success. • Ensure product positioning, messaging, and differentiation are clear, credible, and grounded in election realities. • Support major customer engagements, RFP responses, and executive-level product discussions with election officials. • Bring hands-on elections expertise across voter registration, election administration, reporting, compliance, and statutory delivery. • Ensure products meet evolving state and local election requirements with accuracy, predictability, and auditability. • Act as a trusted domain leader internally and externally, representing Civix credibly with election officials and regulators. • Partner closely with Engineering and CloudOps to ensure roadmap feasibility, delivery discipline, and quality outcomes. • Establish strong PDLC practices that balance speed, compliance, and operational stability. • Drive alignment across Product, Engineering, Sales, and Customer Success — eliminating handoff gaps and ambiguity. • Lead and mature a team of Product Managers and Product Owners with clear accountability and high standards. • Establish measurable product outcomes tied to customer success, delivery predictability, and business performance. • Raise the overall product maturity of the Elections organization.