Summer

• Develop and own a unified revenue operations strategy aligned with company goals, in partnership with executive leadership and GTM leaders. • Design, implement, and continuously improve end-to-end revenue processes, including lead management, funnel stages, handoffs, renewals, and expansion across marketing, sales, and client success. • Build and manage a rigorous forecasting, pipeline management, and performance reporting framework to support executive and board-level decision-making. • Define, track, and operationalize key revenue KPIs across the funnel (e.g., conversion rates, velocity, CAC, LTV, retention, expansion), translating insights into clear recommendations and action plans. • Own GTM systems and data strategy (including HubSpot CRM and related tools), ensuring data integrity, seamless integrations, and effective usage across teams from prospect through launch. • Partner with GTM leaders on territory design, quota setting, routing rules, and coverage models to support scalable and efficient growth. • Serve as a cross-functional partner to Sales, Marketing, Client Success, Product, Finance, and People to ensure alignment on revenue processes, metrics, and incentives. • Build and maintain scalable enablement processes and documentation (playbooks, SOPs, training materials) that equip sales, marketing, and client success teams with the knowledge, tools, and best practices needed to execute consistently and effectively. • Support executive and board reporting with clear, accurate, and timely revenue insights that highlight risks, opportunities, and progress against goals. • Identify bottlenecks and friction in the revenue funnel and drive cross‑functional initiatives to improve efficiency, productivity, and customer experience.

• Lead company-wide FP&A, including budgeting, forecasting, variance analysis, and scenario modeling to support growth and resource planning. • Partner closely with the executive team as the day-to-day finance lead, translating strategy into clear financial plans and decision-ready insights. • Build and own financial models and reporting that inform executive decisions, product investment, organizational tradeoffs and as needed fundraising scenarios. • Own day-to-day financial operations, including A/P, A/R, employee reimbursements, corporate cards, cash movement, and monthly close. • Prepare monthly financial reporting for the executive team and support quarterly board and investor reporting. • Strengthen financial controls and approval workflows across contracts, spend, and payments, serving as the internal point of accountability. • Manage and hold accountable external partners (controller, bookkeepers, tax advisors), providing direction and pushing back when needed. • Develop team-, product-, and revenue-level reporting to improve visibility into performance, unit economics, cost of sales, and sales efficiency.

• Apply strategic thinking to design and deliver innovative end-to-end user experiences that optimize among user needs, business goals, and technological realities across web and mobile platforms. • Act as a masterful storyteller, able to influence a broad audience by visualizing ideas and concepts for internal leaders, partners, and customers, bringing bold design visions to life across multiple areas of our ecosystem. • Turn visions into concepts and translate those concepts into designs that illustrate simplicity despite the complexity of the system, delivering user experience visions, specifications, wireframes, and prototypes that resonate on an emotional level. • Design/maintain components and patterns with an eye for accessibility in close collaboration with brand, product design teams, and business requirements. Advocate for design system adoption throughout teams, acting as a subject matter expert to other designers and developers implementing our design direction. • Use facilitative leadership skills to drive the best outcomes for multiple stakeholders across a matrixed organization, bridging design and development to ensure cohesion across design and code implementation. • Work across business units to define and improve collaboration and processes that enable the team to deliver with speed and quality. Surface opportunities to improve processes, deliverables, and customer experiences. Push practical and compliant tool adoption whether adopting AI tools for quick iteration, automating accessibility audits or any other efficiency multiplier that visibly improves team velocity or product consistency. • Balance long-term considerations with continuously shipping, iterating, and evolving design systems and experiences, inspiring others to learn from you and want to work with you.