linq

• Partner with Sales to drive successful pre-sales engagements, including discovery, solution positioning, and product demonstrations • Lead tailored presentations and demos of LINQ ERP, focusing on finance, HR, and payroll modules for K-12 environments • Translate complex customer requirements into clear, compelling solution narratives • Respond to RFPs/RFIs and develop customized proposals and solution documentation • Collaborate with Product and Implementation teams to ensure alignment between customer expectations and system capabilities • Serve as a trusted advisor to prospects by providing industry insights and best practices for K-12 ERP systems • Support pilot programs, proof-of-concepts, and technical validations as needed

• Oversee the end-to-end RFP process for all business opportunities. • Ensure proposals are completed on time, meet client requirements, and adhere to company standards. • Collaborate with internal stakeholders, including Sales, Product, Legal, Marketing, and Operations, to gather necessary information for proposals. • Facilitate stakeholder alignment meetings to ensure seamless coordination and accountability. • Develop and maintain a standardized, efficient RFP process. • Continuously identify areas for improvement and implement best practices. • Utilize RFP software and tools (e.g., Loopio, RFPIO, or similar platforms) to streamline the proposal process, manage responses, and maintain a centralized content library. • Train team members on RFP tools and promote adoption across the organization. • Leverage AI writing and research platforms (e.g., ChatGPT, Claude, Gemini, or similar tools) to improve response quality, accelerate drafting, and enhance competitive positioning within proposals. • Use AI tools to analyze competitor proposals, identify differentiation opportunities, and strengthen LINQ’s win narrative. • Maintain an up-to-date repository of responses to commonly asked questions, templates, and other key materials. • Ensure consistency and accuracy in all proposal documents. • Stay informed about trends and developments in K-12 education to tailor proposals effectively. • Maintain knowledge of competitors and client needs within the education sector. • Track and report on key performance indicators (KPIs) such as win rates, response times, and client feedback. • Provide insights to leadership on opportunities to improve RFP success rates. • Own the end-to-end FOIA (Freedom of Information Act) request process, including intake, tracking, and coordinating responses with Legal, Product, and Sales teams. • Ensure timely and compliant responses to FOIA requests; maintain a log and audit trail for all submissions. • Use FOIA data proactively to identify competitive intelligence and procurement trends that inform proposal strategy. • Build and maintain accurate buying lists for K-12 districts, including cooperative purchasing vehicles, state contracts, and approved vendor lists. • Partner with Sales to ensure reps have current, actionable buying list data to support pipeline development and RFP targeting. • Leverage tools like GovSpend and ZoomInfo to enrich buying lists and track district procurement activity.

• Own the end-to-end marketing operations function, including campaign and inbound infrastructure, lead routing, scoring models, lifecycle stages, attribution, and cross-functional workflow coordination • Build and enforce operating cadences - weekly reviews, quarterly planning, and capacity management - that keep the team aligned and accountable • Improve how marketing teams operate by identifying opportunities to simplify processes, remove operational friction, and improve campaign execution speed • Own funnel analytics from first website touch through closed-won revenue: traffic → Lead → MQL → SQL → Pipeline → Bookings • Build and maintain executive-ready dashboards that surface pipeline sourcing, conversion performance, and pacing against targets • Identify and close conversion gaps - inbound conversion rates, demo-to-BDR handoff speed, MQL-to-SQL fall-off, and pipeline velocity • Deliver actionable recommendations, not just data - recommend changes in approach that can drive growth and flag issues before they impact pipeline downstream • Own and optimize the HubSpot ↔ Salesforce architecture, ensuring standard tracking structures are accurately configured (UTMs, campaign attribution, CRM campaign structure) and that the team has clear visibility into campaign performance • Establish and enforce campaign taxonomy, naming conventions, and data governance standards that support scalable, accurate reporting • Create dynamic audience segmentation that enable LINQ to deliver persona-based, school-specific messaging across email, website, and nurture tracks • Partner with the web team on conversion tracking, lead capture infrastructure, and lead-routing from site to BDR • Use AI tools as a core part of your workflow - automating reporting, accelerating analysis, and helping marketing teams extract insights from data • Partner with Sales and BDR to optimize lead-to-BDR handoff, speed-to-lead, and qualification logic - and build shared accountability frameworks • Serve as Marketing's representative in cross-functional planning conversations - bringing funnel data, pipeline pacing, and campaign performance into revenue forecasting and GTM planning discussions alongside Finance and RevOps • Translate marketing data into clear narratives for executive and cross-functional stakeholders

• Partner with clients throughout the full ERP implementation lifecycle: kickoff, discovery & planning, configuration & setup, data load & validation, training, go-live, and handoff to Client Success. • Lead discovery sessions to understand district-specific business requirements for Finance (FAS) and HR/Payroll (HRS) modules, documenting configurations and translating needs into system setup decisions. • Configure LINQ ERP based on district requirements, applying best practices to optimize the client's experience and minimize post-go-live issues. • Design and deliver end-user training through remote sessions, webinars, and on-site visits as needed, adapting content to varied audience skill levels. • Serve as a trusted advisor to district administrators, proactively identifying risks, surfacing concerns early, and escalating appropriately through established processes. • Collaborate with the Project Manager to track milestone progress, maintain project documentation in Rocketlane and Salesforce, and communicate status updates to internal stakeholders. • Support data migration efforts in coordination with Data Services, validating that client data loads are accurate and complete prior to go-live. • Participate in weekly high-profile project reviews, contributing insights on at-risk projects and recommending corrective actions. • Contribute to the ongoing development of LINQ's ERP escalation framework, implementation playbooks, and training resources. • Maintain up-to-date records in project management and CRM tools (Rocketlane, Salesforce) and complete administrative responsibilities including time reporting and internal communications. • Stay current on K-12 finance, HR, and payroll regulatory requirements relevant to district operations. • Represent LINQ at user events and conferences (remote and in-person) as required. • Perform other duties as assigned. Be an advocate and champion of LINQ software and services.

• Partner with Sales to drive successful pre-sales engagements, including discovery, solution positioning, and product demonstrations • Lead tailored presentations and demos of LINQ ERP, focusing on finance, HR, and payroll modules for K-12 environments • Translate complex customer requirements into clear, compelling solution narratives • Respond to RFPs/RFIs and develop customized proposals and solution documentation • Collaborate with Product and Implementation teams to ensure alignment between customer expectations and system capabilities • Serve as a trusted advisor to prospects by providing industry insights and best practices for K-12 ERP systems • Support pilot programs, proof-of-concepts, and technical validations as needed

• Own the payments product, including the Worldpay for Platforms payfac-as-a-service integration and all district-facing payment functionality in LINQ Connect. • Be LINQ’s K–12 payments product expert, building deep knowledge of how districts receive, reconcile, and manage payments and translating it into decisions that reduce complexity and operational burden. • Assess product capabilities, backlog health, and district needs to set clear priorities, balancing near-term improvements with longer-term platform investments. • Act as the voice of the district through regular customer engagement to understand K–12 payment workflows, constraints, and outcomes. • Partner with payment operations to surface pain points and ensure product decisions enable efficient, scalable workflows; partner with training and enablement to drive internal readiness and district-facing support materials for adoption of new features. • Track the payments landscape and competitive environment to inform product decisions. • Partner with engineering, QA, design, support, implementation, and payment operations to ensure successful delivery. • Communicate priorities, decisions, risks, and progress to stakeholders clearly and consistently.

• Own the State Nutrition product suite, including existing functionality and future planning. • Assess product capabilities, backlog health, and client needs to inform priorities and direction. • Define and maintain product priorities aligned to client outcomes, business goals, and delivery capacity. • Build and manage a product roadmap that balances ongoing work with longer-term direction. • Serve as a voice of the client by engaging regularly with customers and developing a strong understanding of their needs and challenges. • Contribute to product strategy by identifying opportunities for improvement, alignment, and differentiation within the State Nutrition portfolio. • Maintain awareness of the broader market and competitive landscape to inform product decisions. • Introduce and maintain practical product management practices that improve clarity, alignment, and execution. • Own and refine the product backlog, making thoughtful tradeoffs across competing demands. • Partner closely with engineering, QA, design, support, implementation, and leadership teams to ensure successful delivery. • Communicate priorities, decisions, risks, and progress clearly to stakeholders. • Provide collaboration and informal mentorship to other product managers as appropriate.

• Own the product lifecycle for HR & Payroll features from discovery through release and ongoing iteration. • Gather, analyze, and document requirements by working closely with customers, internal stakeholders, and subject-matter experts. • Translate business, regulatory, and user needs into clear epics, features, user stories, and acceptance criteria. • Prioritize and manage the product backlog across multiple work types, including enhancements, defects, technical improvements, and compliance-driven work. • Lead backlog grooming, sprint planning, and other core agile ceremonies in partnership with engineering and QA. • Serve as the voice of the customer and subject-matter expert for HR & Payroll, maintaining a deep understanding of customer workflows, pain points, and regulatory constraints. • Collaborate closely within the LINQ ERP Product Team, partnering with other ERP product managers responsible for Finance, Core ERP, and State Reporting Compliance (SRC) to ensure alignment across shared platform capabilities, dependencies, and release planning. • Coordinate across ERP teams to manage cross-module workflows, shared data models, platform changes, and customer impact, balancing local module priorities with overall ERP health and consistency. • Collaborate daily with Engineering, QA, UX, Support, Client Success, Implementation, Sales, and other product teams to ensure shared understanding and successful delivery. • Support roadmap planning by identifying near-term priorities and longer-term opportunities aligned to customer needs and business goals. • Identify risks, dependencies, and tradeoffs early; communicate impacts and options clearly to stakeholders. • Participate in user acceptance testing and support release readiness, including documentation and internal enablement. • Incorporate user research, usability feedback, support trends, and market insights into product decisions. • Monitor the competitive landscape and industry trends related to HR, payroll, and compliance to inform product strategy. • Document product functionality and workflows to support internal teams and improve shared understanding.