ListEngage

• Serve as a primary point of contact for employee questions related to policies, benefits, and general HR inquiries • Support onboarding and offboarding processes, ensuring a seamless employee experience • Maintain accurate employee records and HR systems (HRIS) • Assist with performance management cycles, employee relations matters, and engagement initiatives • Partner with leadership to support employee development and retention efforts • Ensure compliance with federal, state, and local employment laws and internal policies • Help implement and improve HR programs, policies, and processes • Support initiatives that enhance employee engagement, culture, and communication • Assist in administering employee surveys and action planning • Help coordinate company events, trainings, and internal programs • Partner with recruiters and hiring managers to support hiring needs • Assist with job postings, interview scheduling, and candidate communications • Help manage applicant tracking system (ATS) updates and candidate pipelines • Support a positive candidate experience throughout the hiring process

• Lead strategic advisory engagements focused on Salesforce D360, Agentforce, and AI-enabled customer experience transformation • Facilitate customer discovery sessions with business, product, marketing, commerce, service, data, and IT stakeholders • Run agile advisory sprints to drive alignment, prioritization, and iterative decision-making • Deliver formal customer workshops • Help customers identify, refine, and prioritize high-value use cases based on business impact, feasibility, dependencies, speed to value, and cost considerations • Advise customers on the role of D360 within their broader customer data, activation, and AI strategy • Assess how Agentforce may support the customer’s broader AI operating model and business goals • Evaluate options for ingesting, connecting, and consuming data in a cost-conscious and scalable way • Provide guidance on real-time, near real-time, and event-driven patterns that support agent and AI use cases • Review how Salesforce and external platforms, including commerce and CRM data sources, may support customer use cases • Translate discovery findings into strategic recommendations, prioritized backlogs, executive readouts, and phased roadmaps • Partner with Solution Architects, Delivery Leaders, and Account teams to shape follow-on implementation opportunities • Support proposal development, solution framing, and customer presentations related to D360 and Agentforce advisory services • Stay current on Salesforce product evolution across D360, Agentforce, AI, integrations, and related ecosystem capabilities

• Own and manage the ListEngage–TCS relationship across existing and new logo accounts, serving as the primary day-to-day point of contact and ensuring long-term partnership health and growth. • Act as the account orchestrator, aligning Account Executives, Vertical Leads, TCS stakeholders, and internal teams around shared account goals and opportunity strategies. • Support and influence sales opportunities throughout the lifecycle—from early discovery through deal progression—without direct ownership of opportunity and close. • Partner closely with Account Executives and Vertical Leads to shape deals, refine use cases, and drive forward momentum within active opportunities. • Build and maintain multi-threaded relationships across client organizations and TCS, identifying new stakeholders, departments, and expansion paths. • Develop and execute account plans that align to broader team revenue goals and identify whitespace opportunities. • Align with Project Management and Product teams to understand delivery status, uncover expansion opportunities, and ensure a cohesive client experience. • Support, alongside Vertical Lead or AE, client meetings, QBRs, and strategic discussions to reinforce value and uncover additional needs. • Drive TCS and Salesforce alignment, ensuring coordinated engagement and a unified go-to-market approach. • Partner on solutioning, scoping, and SOW development, contributing to the commercial and strategic direction of opportunities. • Contributes to a team-based quota (HLS segment), with performance measured on overall team attainment. • Maintain accurate CRM data, including stakeholder mapping, account activity, and pipeline visibility.

• Develops relationships within strategic clients to drive services renewal, and increase revenue and customer satisfaction • Manage a portfolio of clients ~$5MM in annual revenue • Pursues relationships with potential new points of contact and identifies business opportunities to upsell services to current and new lines of business • Drives retention and growth among clients by understanding their business needs and helping them succeed • Maintains a cadence of communication with clients to ensure customer satisfaction and promote ongoing contract renewal for managed and campaign services • Develops account plans complete with stakeholder mapping, services and solutions footprint and roadmap, opportunity and risk tracking • Delivers QBRs to demonstrate the ROI and value proposition for ongoing managed services with a focus on the higher order business objectives of the client, and related KPI analysis • Able to “tell the story” about how clients’ challenges were identified and resolved • Build trusted partnerships with clients’ stakeholders to develop a reputation for problem solving and process improvement • Partners with and advises internal teams on services improvements and suggestions based on client feedback • Provides sales quotes and responds to requests for proposal, including SOW and Change Order contracting • Independent and collaborative work responsibilities, which align with both Sales and Services Delivery departments • Part of the Sales team as a resource responsible for bookings renewal and growth, and corresponding revenue • Interfaces with Services Delivery team(s) and key stakeholders to understand project health and potential risks, develops and facilitates mitigation strategies, leads escalation management • Provides input to strategic decisions that affect the functional teams supporting client engagements • Other duties as assigned

• Assist with month-end, quarter-end, and year-end close processes, including workpaper preparation and support • Reconcile bank, credit card, and other balance sheet accounts • Analyze financial data and budget variances • Support preparation of financial statements • Assist with accounts payable and accounts receivable processes as needed • Partner cross-functionally to gather financial data and resolve discrepancies • Prepare and maintain documentation in support of internal and external audit requests • Prepare and maintain general ledger, including journal entry preparation and posting • Identify opportunities for process improvements and increased efficiency • Ensure compliance with company policies and accounting standards