Magna5

• Serve as the primary point of contact for assigned clients, building and maintaining strong relationships to ensure client satisfaction and success. • Understand clients' business objectives and develop a deep understanding of their technical requirements. • Act as a trusted advisor, providing expert guidance and best practices to clients to help them achieve their desired outcomes and maximize the value of our services. • Collaborate with cross-functional teams including sales, support, and technical teams to ensure smooth onboarding, implementation, and ongoing support for clients. • Conduct regular check-ins with clients to assess their satisfaction, address any concerns, and identify opportunities for upselling or cross selling our services. • Monitor client usage and adoption of our services, proactively identifying areas for improvement and making recommendations to enhance their experience. • Provide training and product demonstrations to clients, ensuring they have a comprehensive understanding of our offerings. • Act as an advocate for clients within the organization, communicating their feedback, needs, and requirements to the appropriate teams. • Stay up to date with industry trends and advancements and share knowledge and insights with clients to help them stay ahead of the curve. • Continuously seek opportunities to improve internal processes and contribute to the overall growth and success of the company.

• Own and operate dashboards, reporting structures, data mapping, and ongoing maintenance within Datarails. • Regular involvement with budgeting and forecasting models and underlying assumptions in close coordination with the VP of Finance and FP&A Manager. • Run, forecast, and manage the company’s 13-week cash flow model. • Detailed analysis on key monthly driving factors of P&L trends. • Ownership of sales performance trends, board reporting, pipeline management, commission calculations. • Ownership of closed/won opportunity auditing and tracking of sold but not yet implemented orders. • Build partnerships and collaborate with various leaders of the business to support data-driven initiatives and KPI tracking. • Perform ad hoc financial and operational analysis, identify process improvement opportunities, and support special projects as business needs evolve.

• Planning and overseeing projects to ensure they are completed quickly and within budget • Development and management of project plans • Management of ongoing milestones, project tasks, resources, and budget hours • Maintain a constant and direct line of communication between Clients and relevant stakeholders (internally and externally) • Project kickoff meetings (internal and external) • Weekly project status meetings and project progress reports • Act as point of escalation for any project related issues • Identifies process improvements that close gaps and mitigates risk • Ensure and improve upon customer information flow process from the Sales order through Magna5’s systems to billing

• As a vCISO, you will play a critical role in ensuring the security of our organization's systems and infrastructure. • You will be responsible for supporting governance initiatives, assessing and managing risks, ensuring compliance with relevant regulations and standards, and providing technical expertise to enhance system security engineering. • Additionally, you will support responsibilities related to SOC 2 Type II, HIPAA, and PCI compliance audits while ensuring the security of systems and infrastructure through strategic oversight. • Assist in the development, implementation, and maintenance of effective cyber security policies, procedures, and standards. • Support governance initiatives by establishing and maintaining security frameworks, controls, and documentation. • Conduct risk assessments and work closely with stakeholders to identify, analyze, and mitigate potential security risks. • Ensure compliance with relevant regulatory requirements, industry standards, and best practices. • Collaborate with cross-functional teams to incorporate security controls and requirements into system design and development processes. • Conduct security architecture reviews and provide technical guidance to ensure the implementation of robust security measures. • Perform security assessments and penetration testing on systems, networks, and applications. • Identify vulnerabilities, analyze security flaws, and recommend remediation strategies. • Stay updated with emerging threats, vulnerabilities, and security technologies to enhance system security engineering practices. • Contribute to the development and testing of incident response plans and procedures.

• Work within our HubSpot instance to build targeted email campaigns, segment lists, and execute nurture workflows. • Partner with our consultant to track and guide Google Ads performance. Build, launch, and monitor paid social campaigns (LinkedIn, Reddit), making data-driven adjustments based on performance. • Collaborate with the marketing team and our developer to update website content, build landing pages, and support the execution of our SEO and AEO/GEO strategies. • Support digital event execution for webinars and virtual events, including platform setup, registration support, speaker coordination, promotional emails, and lead tracking. • Draft compelling B2B copy for digital channels using SME briefs, AI tools, and interviews with internal subject matter experts. • Assist in the creation, formatting, and updating of sales collateral (e.g., slide decks, one-pagers, digital collateral). • Monitor and report on campaign performance, including cost-per-lead, conversion rates, and email engagement, recommending improvements based on the data.

• The Client Account Executive plays a critical role in driving revenue growth by expanding relationships within an existing portfolio of clients. • This position focuses on identifying new opportunities within current accounts, strengthening client partnerships, and delivering solutions that provide continuous business value. • Working primarily with small and mid-sized business (SMB) and mid-market clients already engaged with Magna5, this role collaborates closely with internal teams to ensure high client satisfaction, strong retention, and ongoing account expansion. • This is a growth-focused account management role dedicated to expanding existing accounts, not acquiring net-new logos. • Responsible for maximizing the value of assigned client relationships by driving account growth through strategic expansion initiatives. • Identifying and executing cross-sell and upsell opportunities. • Supporting renewals and retention efforts. • Increasing client adoption of managed services, security offerings, and professional services.

• Develop and execute sales strategies for new account territory • Responsible for achieving monthly, quarterly, and annual sales quotas • Required to conduct in-person client meetings as necessary • Collaborate closely with senior sales professionals and team members • Lead all aspects of the sales initiatives

• Develop and execute sales strategies for new account territory • Responsible for developing and executing sales strategies to meet quotas • Interact and influence multiple directors and senior executives within the customer organization • Lead all aspects of sales initiatives and customer interactions • Work under the guidance of senior sales professionals

• Respond to customer support requests through incident tickets, phone calls, and email • Interact with clients using professionalism and promptness • Work to solve problems through collaboration with team members • Maintain quality customer service skills in all forms of communication • Document resolutions and build knowledge base articles • Proactive approach to incidents to decrease reoccurring issues • Troubleshoot advanced problems with a high-level overview of client environments • Engage in continued certification training to improve their skillset • Opportunities to participate in internal projects and designs • Willingness to certify and maintain relevant certifications for vendor partnership levels • Willingness to participate in an on-call rotation • Track time, activity, and communication through Magna5’s suite of applications

• As a member of the Support Center team, a Tier 1 End User Support is responsible for customer issues such as solving usage problems and fulfilling service desk requests that need IT involvement. • Responding to customer support requests that come in via phone, email, chat, or customer portal • Interacting with clients using professionalism and promptness • Jointly solving problems through collaboration with team members. • Providing quality customer service skills in all forms of communication • Collaborating with Tier 2 and Tier 3 technicians on escalated customer support requests • Documenting resolutions and building knowledge base articles • Tracking time and activity in the Magna5 ticketing system • Utilizing the Magna5 monitoring and cybersecurity systems to triage alerts and alarms