KnowBe4

• Liaise with the Board of Directors, potential investors, law firms, banks, insurance companies, research analysts, investor relations and other professionals on behalf of finance leadership • Assist in the recruitment and vetting of top quality candidates for the financial sector • Ensure key finance deliverables are monitored and timely • Create and manage OKRs for the finance department • Coordinate with tax and treasury departments to ensure the timely and accurate completion of banking documentation • Procure any items for the finance department • Assist with the Quarterly earnings call logistics • Help manage the email inbox and route correspondence for the CFO • Take minutes for the CFO when needed • Create powerpoint presentations as needed for management • Coordinate team building activities

• Build and maintain strong relationships with key partners reselling KnowBe4 products across the TOLA region • Develop and execute a regional territory plan that prioritizes partners by opportunity, coverage, and growth potential • Engage with partner executives onsite to strengthen executive-level relationships, gain buy-in and commitment, and advance strategic initiatives • Conduct deep discovery to understand each partner's organizational structure, goals and objectives, and the motivators for partner reps • Develop and execute joint strategic business plans with priority partners, including agreed-upon sales, marketing, enablement, and certification goals • Deliver on-site sales trainings, enablement sessions, and floor days across the region to equip partner sellers with positioning, product knowledge, and selling best practices • Create and execute custom partner events (lunch-and-learns, executive briefings, joint customer events) that generate demand and deal registrations • Take an active leadership role in incentive, SPIFF, and rebate programs: partner with the Partner Programs team — who design and administer these programs — to champion them across the region, propose region-wide or partner-specific incentives, drive participation, and own the results and ROI • Drive deal registrations and partner-sourced pipeline; meet and exceed targets for partner-sourced pipeline and closed-won business • Drive alignment between regional KnowBe4 sales teams and their partner counterparts — from field sellers to sales leadership — to ensure consistent field-level engagement and relationship building within the region • Facilitate account mapping sessions between KnowBe4 regional sales teams and partner sellers to create measurable channel-sourced pipeline • Identify, recruit, and onboard new partners within the region as needed to support growth • Coordinate and collaborate on joint marketing efforts with the channel marketing team, tying activities to business goals and measurable ROI • Engage partner leadership and KnowBe4 leadership to gain executive buy-in and commitment, including quarterly business reviews (QBRs) • Drive partners to the partner portal to utilize marketing campaigns and demand generation tools • Collaborate with and support direct sales and customer success teams where needed to manage the overall partner relationship • Monitor partner performance and track key performance indicators (KPIs); provide regular updates including forecasts, competitive analysis, market trends, and territory opportunity • Meet assigned targets for monthly sales volume requirements and objectives in assigned partner accounts and maintain a healthy pipeline/accurate forecasting • Become a subject matter expert on one or more channel topics (e.g., deal registration, partner account planning, incentive platforms, partner program operations) and share best practices with the broader channel team • Maintain accurate and thorough records in Salesforce.com • Ensure partner compliance with partner agreements and rules of engagement • Travel extensively throughout the TOLA region to partner offices, events, and KnowBe4 meetings (50% or more)

• Build and maintain strong relationships with key partners reselling KnowBe4 products across the Northeast region • Develop and execute a regional territory plan that prioritizes partners by opportunity, coverage, and growth potential • Engage with partner executives onsite to strengthen executive-level relationships, gain buy-in and commitment, and advance strategic initiatives • Conduct deep discovery to understand each partner's organizational structure, goals and objectives, and the motivators for partner reps • Develop and execute joint strategic business plans with priority partners, including agreed-upon sales, marketing, enablement, and certification goals • Deliver on-site sales trainings, enablement sessions, and floor days across the region to equip partner sellers with positioning, product knowledge, and selling best practices • Create and execute custom partner events (lunch-and-learns, executive briefings, joint customer events) that generate demand and deal registrations • Take an active leadership role in incentive, SPIFF, and rebate programs: partner with the Partner Programs team — who design and administer these programs — to champion them across the region, propose region-wide or partner-specific incentives, drive participation, and own the results and ROI • Drive deal registrations and partner-sourced pipeline; meet and exceed targets for partner-sourced pipeline and closed-won business • Drive alignment between regional KnowBe4 sales teams and their partner counterparts — from field sellers to sales leadership — to ensure consistent field-level engagement and relationship building within the region • Facilitate account mapping sessions between KnowBe4 regional sales teams and partner sellers to create measurable channel-sourced pipeline • Identify, recruit, and onboard new partners within the region as needed to support growth • Coordinate and collaborate on joint marketing efforts with the channel marketing team, tying activities to business goals and measurable ROI • Engage partner leadership and KnowBe4 leadership to gain executive buy-in and commitment, including quarterly business reviews (QBRs) • Drive partners to the partner portal to utilize marketing campaigns and demand generation tools • Collaborate with and support direct sales and customer success teams where needed to manage the overall partner relationship • Monitor partner performance and track key performance indicators (KPIs); provide regular updates including forecasts, competitive analysis, market trends, and territory opportunity • Meet assigned targets for monthly sales volume requirements and objectives in assigned partner accounts and maintain a healthy pipeline/accurate forecasting • Become a subject matter expert on one or more channel topics (e.g., deal registration, partner account planning, incentive platforms, partner program operations) and share best practices with the broader channel team • Maintain accurate and thorough records in Salesforce.com • Ensure partner compliance with partner agreements and rules of engagement • Travel extensively throughout the Northeast region to partner offices, events, and KnowBe4 meetings (50% or more)

• Build and maintain strong relationships with sellers, sales leadership, and executives across the SHI organization • Serve as a primary local point of contact for SHI, maintaining a consistent in-person presence at SHI offices in the Austin metro area • Engage with SHI executives onsite to strengthen executive-level relationships, gain buy-in and commitment, and advance strategic initiatives • Conduct deep discovery to understand SHI's organizational structure, segmentation, goals and objectives, and the motivators for SHI sellers • Develop and execute joint strategic business plans with SHI, including agreed-upon sales, marketing, enablement, and certification goals • Deliver on-site sales trainings, enablement sessions, and floor days to equip SHI sellers with positioning, product knowledge, and selling best practices • Create and execute custom partner events (lunch-and-learns, executive briefings, joint customer events) that generate demand and deal registrations • Take an active leadership role in incentive, SPIFF, and rebate programs: partner with the Partner Programs team — who design and administer these programs — to champion them within SHI, propose SHI-specific incentives, drive participation, and own the results and ROI • Drive deal registrations and partner-sourced pipeline; meet and exceed targets for partner-sourced pipeline and closed-won business • Drive alignment between regional KnowBe4 sales teams and their counterparts within SHI to ensure consistent field-level engagement and relationship building • Facilitate account mapping sessions between KnowBe4 sales teams and SHI sellers to create measurable channel-sourced pipeline • Coordinate and collaborate on joint marketing efforts with the channel marketing team, tying activities to business goals and measurable ROI • Engage SHI leadership and KnowBe4 leadership to gain executive buy-in and commitment, including quarterly business reviews (QBRs) • Drive SHI to the partner portal to utilize marketing campaigns and demand generation tools • Collaborate with and support direct sales and customer success teams where needed to manage the overall partner relationship • Monitor partner performance and track key performance indicators (KPIs); provide regular updates including forecasts, competitive analysis, and partner trends • Meet assigned targets for monthly sales volume requirements and objectives within SHI and maintain a healthy pipeline/accurate forecasting • Become a subject matter expert on one or more channel topics (e.g., deal registration, partner account planning, incentive platforms, partner program operations) and share best practices with the broader channel team • Maintain accurate and thorough records in Salesforce.com • Ensure partner compliance with partner agreements and rules of engagement • Travel as required to SHI offices, events, and KnowBe4 meetings (up to 50%, including regular local travel within the Austin metro area)

• Primary Solution Owner: Take ownership of the domain’s systems, processes, integrations, and data architecture. • Team Facilitation: Lead daily stand-ups and sprint planning sessions to establish clear goals for the team. • Backlog Orchestration: Coordinate backlog refinement with Product Owners to ensure work is ready for development. • Forecasting: Establish realistic commitments and provide accurate delivery timelines for stakeholders. • Efficiency Tracking: Analyze velocity, capacity, and throughput metrics to measure squad performance. • Trend Monitoring: Monitor sprint burndown charts and release burnup trends to identify delivery patterns. • Sustainable Pace: Balance the team’s workload to ensure a healthy, sustainable output without burnout. • Review & Demo: Organize and facilitate sprint reviews and demos to showcase progress to stakeholders. • Continuous Improvement: Lead retrospectives to identify and implement process enhancements. • Strategic Liaison: Serve as the primary point of contact for progress, risks, and issues. • Priority Negotiation: Build trusted relationships with business partners to align technical execution with business priorities. • Identify, document, and track software defects using appropriate tools • Analyze and document bugs and errors discovered during testing phases • Provide clear, detailed reproduction steps and supporting evidence for identified issues • Collaborate with developers to ensure timely resolution of issues • Perform root cause analysis on critical bugs to prevent recurrence • Test integrations between systems to ensure data consistency, data flow, and functionality • Verify end-to-end business processes that span multiple systems • Rapidly gain understanding of business workflows to provide meaningful QA feedback • Prepare detailed test reports and quality metrics for stakeholders • Maintain up-to-date test documentation, including test cases and procedures • Report test results in a clear, concise manner for both technical and non-technical stakeholders • Develop comprehensive test plans that align with business requirements • Work closely with developers, business analysts, and product owners to understand requirements and ensure quality throughout the development lifecycle • Participate in sprint planning, daily stand-ups, backlog refinement, and retrospectives as appropriate • Work closely with teams to resolve identified issues • Blocker Removal: Proactively identify and remove technical or procedural impediments. • Team Shielding: Protect the team from disruptions and unnecessary context-switching to maintain focus. • Risk Mitigation: Identify project risks and potential bottlenecks early in the delivery cycle. • Process Advocacy: Champion DevOps, and automation initiatives to improve delivery quality. • Provide genuine recommendations as to the hiring, firing, promotion, and discipline of subordinate employees to which the Company gives significant weight

• Partner closely with the Regional HR Leaders for EMEA and APJ • Act as the bridge between the business and the Centers of Excellence • Collaborate on strategic workforce planning and high-impact leadership hiring • Lead the Employee Relations and HR Operations teams for the Americas • Direct and mentor a multi-disciplinary team • Oversee the HRBP supporting IT, InfoSec, Legal, HR, and Finance • Utilize data-driven insights to evaluate functional effectiveness

• Proactively pitch specific, actionable video execution concepts to achieve marketing goals • Partner with the Creative Director to review, refine, and provide feedback on scripts and storyboards • Collaborate with copywriters, designers, and marketers to ensure videos align with broader campaign objectives • Work cross-collaboratively to plan and develop executive level videos for social and other PR platforms as needed • Develop a clear understanding of our product suite to enable execution of high-quality product centric videos • Create videos to support our daily all-company meetings • Own the end-to-end editing process for short-form and mid-form marketing videos • Collaborate, plan, compose and deliver daily video introductions for our corporate daily briefing calls • Design, animate, and integrate high-quality motion graphics, kinetic typography, and lower thirds • Establish and enforce standard file-naming conventions and folder structures • Maintain, back up, and organize the brand's master digital media library and raw footage archives • Ensure all visual assets strictly adhere to corporate brand guidelines, color palettes, and tone of voice. • Tailor video aspect ratios, pacing, and export settings specifically for diverse channels

Role Description The Revenue Operations Analyst — GTM & Central Planning is a high-impact, analytically-driven role responsible for the models, processes, and data infrastructure that underpin go-to-market execution. This role sits at the intersection of Finance, Sales, and Operations, serving as the analytical backbone for territory design, quota setting, headcount planning, compensation modeling, channel strategy, and forecast accuracy. The ideal candidate turns complex, multi-source data into clear decisions. Responsibilities: - GTM Planning & Territory Design - Own the design and maintenance of territory models across all segments (SMB, Mid-Market, Enterprise, International), balancing account load, whitespace opportunity, rep capacity, and equity of potential across the field. - Evaluate and recommend territory structures including pod models, geo-based assignments, and vertical overlays — modeling the trade-offs of each approach against pipeline coverage and rep productivity. - Map account potential and customer spend together to ensure fair and balanced territories across both Sales and Customer Success/Renewals motions. - Annual Planning & AOP Alignment - Build and maintain the annual GTM planning model — translating top-down revenue targets into segment-level quotas, headcount plans, quota deployment strategies, and productivity benchmarks. - Own the bridge model between Finance's AOP number and the bottoms-up field view; surface structural gaps (insufficient pipe, under-resourced segments) early in the planning cycle. - Manage quota deployment timing and over deployment logic — modeling how quota levels change month-to-month to maintain consistent overdeployment relative to AOP. - Capacity & Headcount Planning - Develop and maintain capacity planning models by role and segment, incorporating ramp curves, attrition assumptions, and productivity metrics. - Model and maintain headcount ratio standards across the GTM organization. - Conduct cohort analysis on rep productivity to identify ramp performance trends, segment-level attainment distributions, and leading indicators of rep success or attrition. - Develop quota coverage model against AOP build. - Forecasting & Pipeline Analytics - Own the weekly, monthly, and quarterly forecast roll-up process — standardizing submissions, performing variance analysis, and tracking forecast accuracy over time by leader, segment, and time horizon. - Build and maintain pipeline coverage standards by segment, calibrated to actual historical conversion rates rather than industry rules of thumb. - Produce and maintain a forecast accuracy scorecard at the manager and SVP level, providing feedback loops that improve submission quality over time. - Compensation Design & Incentive Modeling - Partner with Sales leadership and HR/Finance on annual comp plan design — modeling plan changes against historical performance data to assess likely payout distributions and ROI. - Model comp plan scenarios across role types. - Build comp neutrality models to ensure reps are not penalized for marketplace fees, channel partner fees on a temporary basis. - Channel & Partner GTM Modeling - Drive the transition to a channel-forward GTM motion. - Define rules for channel bookings attribution when multiple channel reps are engaged on the same partner's deals — and build reporting to track and enforce those rules. - Build capacity models for the channel org that are distinct from direct-sales ratios — including CAM coverage targets, partner activation rates, and channel-sourced pipeline generation benchmarks. - Partner with channel leadership to model channel conflict scenarios and define comp neutrality rules. - Cross-Functional Collaboration - Serve as the RevOps liaison to Finance as well as Marketing, Channel & Sales Leadership. - Support CS and Renewal Ops on NRR modeling, GRR analysis, expansion quota frameworks, and renewal coverage planning. - Work with Sales leadership to design and maintain the annual planning calendar — governing when territory models are locked, quotas communicated, comp plans finalized, and headcount hiring timelines confirmed. Qualifications - 3 years of experience in Revenue Operations, Sales Operations, or FP&A in a B2B SaaS environment; 5 years of experience preferred. - Strong proficiency in Salesforce; experience with CRM data modeling and pipeline reporting. - Advanced Excel or Google Sheets financial modeling skills; experience building bottoms-up quota and capacity models from scratch. - Experience with BI tools (Tableau, Looker, or similar). - Demonstrated ability to work in environments with complex, multi-source data where reconciliation and definitional alignment are ongoing challenges. - Comfortable presenting findings and recommendations to senior sales and finance leadership. - High intellectual curiosity, attention to detail, and ability to balance multiple planning cycles simultaneously. Requirements - The salary for this position ranges from $120,000 - $140,000 which will vary depending on how well an applicant's skills and experience align with the job description listed above. - Application deadline: 8/2/2026. This is our good-faith estimate of the date the application window is anticipated to close. KnowBe4 reviews applications on a rolling basis and reserves the right to close the application window early if a qualified candidate for the position is identified. Benefits - We offer company-wide bonuses based on monthly sales targets. - Employee referral bonuses. - Adoption assistance. - Tuition reimbursement. - Certification reimbursement. - Certification completion bonuses. - All in a modern, high-tech, and fun work environment.

• Own and drive the CSM annual and quarterly planning process, including OKR development, roadmap prioritization, and executive alignment. • Serve as a strategic partner to CSM leadership, preparing briefings, decision memos, and exec-ready presentations for leadership reviews, QBRs, and board materials. • Identify strategic gaps, risks, and opportunities across the CS organization and develop recommendations for leadership action. • Manage the CSM leadership operating cadence — agendas, follow-ups, decision logs, and cross-functional coordination. • Act as a trusted proxy for CSM leadership in cross-functional forums, representing CS priorities and driving alignment with Product, Sales, Marketing, and Finance. • Own end-to-end program management for strategic CSM initiatives — scoping, planning, resourcing, risk tracking, and delivery. • Develop and maintain program charters, project plans, RAID logs, and stakeholder communication plans. • Drive clarity and accountability across workstreams, ensuring cross-functional owners are aligned and on-track. • Proactively surface blockers and risks to leadership with recommendations for resolution. • Build scalable playbooks and frameworks that operationalize strategic priorities across the CS organization. • Partner with CS Analytics and Finance to synthesize data into strategic insights that inform CS strategy — retention trends, expansion opportunities, health metrics, and customer segment performance. • Develop business cases and ROI frameworks for new CS investments and motions. • Lead strategic research and benchmarking to inform CS best practices and competitive differentiation. • Support the development and iteration of the CS model, including coverage models, segmentation strategy, and engagement frameworks.

• Direct supervision of global tax compliance and provision processes • Coordinate and manage quarterly and year-end global tax provision completed by outsourced team • Manage Federal and State tax return filings, including income, sales & use, and property taxes • R&D tax credits • Transfer pricing • International tax strategy • US and International Tax provisions • Manage global treasury team • Provide genuine recommendations as to the hiring, firing, promotion, and discipline of subordinate employees to which the Company gives significant weight