Infrrd

• Own and optimize our CRM (HubSpot) — data hygiene, workflows, and reporting • Build and maintain dashboards and reports for pipeline health, forecasting, and sales KPIs • Partner with sales leadership on territory planning, quota setting, and headcount modeling • Manage the sales tech stack and evaluate new tools to improve rep productivity • Drive process improvements across the full sales cycle — from lead routing to deal close • Support QBR preparation, sales cadence meetings, and board-level reporting • Collaborate cross-functionally with Marketing, Finance, and Customer Success

• Build and run the full demand gen engine — inbound, outbound-assist, ABM, field, and digital • Define and execute integrated campaign strategies targeting enterprise buyers in document-intensive industries • Own the pipeline number — MQLs, SQLs, pipeline contribution, and revenue influence • Build and manage the marketing tech stack (CRM, MAP, intent data, analytics) • Partner closely with Sales to align on ICP, messaging, and pipeline quality

• Act as the primary mortgage audit SME during onboarding, pilots, and go-live phases. • Conduct end-to-end QC validation across income, assets, credit, appraisal, compliance, and closing documentation. • Present audit findings clearly to customers and explain system outputs in underwriting language. • Translate underwriting and QC checklists into structured automation workflows. • Work with Product and Engineering to clarify guideline logic, exception handling, and calculation methodologies. • Validate AI-generated audit outputs and flag discrepancies. • Ensure customer work is delivered accurately and within defined SLAs. • Partner with India-based audit and DP teams to ensure consistent interpretation of guidelines. • Identify gaps between customer guidelines and platform behavior. • Support smooth transition from pilot to scaled delivery. • Drive continuous process improvement and feedback loops.