Infovista

• Drive sales of the Infovista Platform in the AMER region, with ownership of the entire quote to cash process • Develop and maintain relationships with key stakeholders at all major customers and prospects in the region • Definition and execution of Account sales strategies and business plans to drive growth and profitability • Develop qualified pipelines, and provide accurate forecast • Oversee Marketing and Demand Generation activities • Drive VARs and channel partners to maximize coverage, and grow sales

• Develop and implement overlay sales strategies to complement primary sales initiatives and enhance overall revenue. • Identify and target potential clients within the financial services industry to expand the customer base. • Collaborate with marketing and product teams to align sales campaigns with product offerings and market demands. • Maintain and nurture relationships with existing clients to ensure satisfaction and encourage repeat business. • Conduct product presentations and demonstrations to prospective clients, tailoring solutions to their specific needs. • Analyze market trends and competitor activities to identify new sales opportunities and adjust strategies accordingly. • Prepare and deliver regular sales reports and forecasts to senior management, highlighting progress and areas for improvement. • Define and articulate Infovista’s differentiated BFSI CX narrative, positioning the company at the intersection of customer experience, operational risk, and AI-driven interactions • Shape high-value use cases that resonate with financial institutions, including fraud validation, authentication journey reliability, and AI agent safety within banking customer interactions. • Translate these capabilities into compelling C-level messaging, enabling effective engagement with senior stakeholders such as CTO, CIO, and CX leaders. • Directly support top strategic deals where vertical expertise is critical, while developing repeatable go-to-market plays that can be scaled across regions and accounts to consistently drive revenue growth in the financial services segment. • Translate customer challenges into concrete, solution-driven constructs, such as journey validation use cases and risk exposure scenarios that highlight business impact. • Collaborate closely with Product and Sales Engineering teams to co-design tailored solutions, while driving multi-stakeholder deal alignment, ensuring successful deal progression and closure. • Act as the primary voice of BFSI customers within the organization, bringing deep industry insight into internal decision-making.

• Own and continuously refine revenue forecasting and schedules, ensuring accurate translation of bookings, backlog, and pipeline into revenue • Perform and support revenue reconciliations, including: o Deferred revenue o Unbilled receivables o Contract balances o Coordination with AR on billing status, invoicing schedules, collections impact, and cash forecasting dependencies • Contribute actively to month-end close, year-end activities, and audit processes, ensuring revenue data is accurate, consistent, and audit-ready • Review, validate, and actively shape deal structures to optimize revenue recognition and forecasting outcomes, including: o Advising on commercial terms (acceptance, milestones, delivery timelines) o Recommending contract language and documentation requirements o Identifying risks and opportunities to maximize revenue realization • Partner closely with Sales, Product, Delivery, and FinanceOps teams to anticipate and manage: o Delivery and acceptance milestones o Billing and invoicing progress o Revenue dependencies, risks, and timing impacts • Take ownership of data accuracy and consistency across Salesforce, ERP (Certinia / FinancialForce), and reporting tools • Develop and evolve finance and revenue KPIs (forecast accuracy, backlog conversion, revenue leakage, etc.), using tools such as Tableau, CRMA, or similar • Identify and drive process and system improvements, including automation of revenue scheduling, forecasting, and reporting, with a focus on reducing manual effort and strengthening controls

• Oversee the strategy, delivery, and lifecycle management of Infovista’s enterprise technology roadmap, aligned with corporate objectives and growth priorities. • Ensure coherence and prioritisation across platforms, applications, data, and operations are secure, scalable, resilient, and fit for current and future product needs. • Act as principal technology advisor to the COO and ELT, providing clear, commercially grounded insight and recommendations. • Provide executive accountability for the availability, performance, and reliability of all production and internal systems. • Ensure strong operational governance, incident management, and service assurance. • Embed modern operational practices to ensure initiatives are data‑backed, and aligned with strategic priorities. • Enable teams through standardised tooling, automation, and well‑governed platform services. • Lead and develop senior technology leaders across Platforms, InfoSec and IT. • Build a high‑performing, accountable technology organisation with clear ownership and outcomes. • Foster global collaboration across technology and business leadership. • Establish clear technology governance, operating models, and decision‑making frameworks.

• Own and manage the complete renewals lifecycle for assigned customers across LATAM/CALA & USA. • Drive on-time renewals execution from quotation through contract close and booking. • Achieve assigned renewal targets for bookings, revenue retention, and customer retention. • Maintain accurate renewal pipeline management and 90–120 day forecasting visibility. • Engage proactively with customers, procurement teams, resellers, and partners to resolve commercial, operational, or contractual blockers ahead of expiration. • Lead renewal pricing, term negotiations, amendments, co-terming, and commercial discussions aligned with Infovista policies and business objectives. • Identify upsell and cross-sell opportunities in partnership with Sales and Customer Success teams. • Conduct Quarterly Business Reviews (QBRs) with customers to review contract status, support alignment, customer priorities, risks, renewal planning, and growth opportunities. • Provide management with clear visibility into risks, attrition exposure, renewal status, and forecast accuracy. • Work closely with customer procurement organizations to align renewals with customer budgeting, purchasing, and approval cycles. • Support contract negotiations, redlines, Statements of Work (SOWs), amendments, and Master Service Agreements (MSAs) in collaboration with internal Legal and Operations teams. • Maintain understanding of Infovista commercial policies, maintenance/support frameworks, entitlement structures, and contractual governance. • Coordinate with Deal Desk, Contracts, Finance, Licensing Operations, and Sales Operations to ensure quotes, subscriptions, contracts, and entitlements remain accurate and aligned. • Support translation and communication of customer-facing documents from Spanish to English and English to Spanish as required. • Maintain centralized and secure records of customer portals, renewal trackers, procurement processes, key contacts, access requirements, and regional operational data. • Generate, maintain, and continuously update the CALA Renewals Playbook, documenting customer-specific business processes, procurement workflows, renewal timelines, invoicing requirements, and operational best practices. • Ensure customer operational data remains current, organized, and aligned across internal systems and teams. • Maintain accurate data integrity across Salesforce CRM and internal commercial systems. • Ensure renewal opportunities, forecasting data, contracts, subscriptions, and customer information remain current and accurate. • Analyze renewal trends, customer risks, and operational gaps to improve retention and forecasting accuracy. • Support process improvement initiatives, renewal governance, operational efficiencies, and best-practice development across the Americas Renewals organization.

• Drive sales of Infovista’s Automated Assurance solution in European region, with ownership of entire quote to cash process • Develop and maintain relationships with key stakeholders at all major customers and prospects in the region • Definition and execution of Account sales strategies and business plans to drive growth and profitability • Develop qualified pipeline, and provide accurate forecast • Manage in region marketing and sales qualified leads- in addition develop ABM’s.

• Establish and lead the Governance & Portfolio Management function across Engineering, InfoSec, Platforms and Operations. • Build and lead a globally distributed team across multiple Infovista offices. • Resume overall responsible for portfolio governance, programme assurance and enterprise risk visibility. • Work closely with the COO, ELT and cross-functional leaders to ensure that initiatives are prioritised transparently. • Act as the central authority for governance discipline across the COO perimeter. • Lead and develop the Governance & Portfolio Management function as a core capability within the COO organisation. • Define the organisational structure, roles and responsibilities of the function to support scalable governance maturity. • Promote strong collaboration and trusted partnership with other cross-functional teams.

• Define and govern the technical aspects of the product portfolio and underlying engineering platforms • Maintain long-term technical strategy and ensure it is aligned with the portfolio reference architecture. • Identify, track, and manage portfolio-level technical debt impacting scalability, maintainability, or reliability. • Evaluate emerging technologies and translate innovation initiatives into a path to build. • Support engineering teams in resolving complex technical trade-offs and design decisions. • Establish architectural assets, principles, standards, and reference patterns that guide engineering teams. • Coordinate and execute architectural work through architects embedded within development teams. • Provide technical oversight for major product capabilities and cross-system integrations. • Align product architecture with on-prem and cloud infrastructure capabilities and standards. • Define architectural patterns supporting service level objectives (SLOs) and service level agreements (SLAs). • Collaborate with SRE teams on recovery strategies, monitoring architecture and capacity planning • Interface with security and compliance stakeholders to ensure alignment with regulatory and industry requirements.

• Drive sales of the Infovista Platform in the AMER region, with ownership of the entire quote to cash process. • Develop and maintain relationships with key stakeholders at all major customers and prospects in the region • Definition and execution of Account sales strategies and business plans to drive growth and profitability • Develop qualified pipelines, and provide accurate forecast • Oversee Marketing and Demand Generation activities • Drive VARs and channel partners to maximize coverage, and grow sales

• Owns, governs, and continuously improves the engineering organization’s main process for change and build; the Software Development Life Cycle (SDLC). • Engage with stakeholders within engineering, product management, customer support, IT, infosec and platform to ensure that the process is known and well-integrated. • Ensure adherence to defined SDLC stages, quality gates, and release criteria. • Monitor traceability from requirements to implementation, testing, and release. • Identify and escalate delivery risks or process deviations along with corrective actions. • Weigh the need for standardization versus maintaining beneficial process variations. • Integrate secure SDLC principles and other compliance areas were appropriate. • Define and monitor operational KPIs for organizational performance evaluation. • Provide structured performance reporting to different levels of the organization. • Facilitate improvement initiatives based on insights. • Coordinate with Lead Developers and technical platform teams to ensure stable and efficient CI/CD practices. • Ensure teams and external partners operate within defined toolchain and workflow standards. • Monitor pipeline performance and escalate systemic issues.