OPEXUS

• Go-to-Market Strategy: Lead go-to-market planning and execution for new product launches, platform enhancements, AI capabilities, and strategic initiatives • Develop differentiated positioning, messaging frameworks, and value propositions across government and enterprise audiences • Partner with Product Management to influence roadmap prioritization through market insights and customer feedback • Lead packaging, competitive differentiation, pricing support, and market segmentation strategies • Messaging & Content Leadership: Own corporate and portfolio messaging architecture across eDiscovery, FOIA, data governance, compliance, and AI • Develop executive-level narratives around AI governance, secure innovation, digital transformation, and unified legal workflows • Create high-impact sales enablement materials including pitch decks, battlecards, whitepapers, case studies, analyst briefings, webinars, and executive presentations • Ensure consistent messaging across campaigns, events, PR, analyst relations, and demand generation • Sales Enablement & Revenue Partnership: Partner closely with Sales leadership to improve pipeline generation, win rates, and competitive positioning • Build and maintain sales enablement programs that equip teams to articulate Casepoint’s value effectively • Support strategic deals, executive presentations, customer workshops, and RFP/RFI responses • Market & Analyst Intelligence: Lead competitive intelligence and market analysis initiatives across LegalTech, GovTech, and AI markets • Build and manage relationships with industry analysts, influencers, and strategic partners • Monitor industry trends, customer needs, procurement shifts, and emerging AI governance requirements • Leadership & Cross-Functional Collaboration: Lead global intelligence team of product marketing managers and market intelligence analysts • Collaborate cross-functionally with Sales (including Sales Engineering and Proposals), Product, Engineering, Customer Success, and Executive Leadership • Mentor and scale product marketing capabilities as the organization grows • Help shape corporate thought leadership and executive visibility in the market

• Manage the day‑to‑day experience of assigned Government accounts and support retention and renewal readiness activities. • Help automate low to mid-market customer touchpoints • Serve as a point of escalation for Government concerns and needs • Collaborate closely with Casepoint team members across departments to actively support government sales opportunity capture activities • Ensure smooth customer onboarding, solution, and service delivery post-contract award • Prepare for and participate in customer business reviews • Develop strategic relationships with stakeholders to understand a customer’s business, goals, and develop and execute the strategic account plan.

• Own and continuously optimize the marketing operations function, from planning through execution and measurement • Build and maintain funnel reporting, dashboards, and KPIs across TOFU through revenue in partnership with GTM leadership • Drive campaign measurement and attribution, ensuring clear visibility into what’s working — and why • Monitor BDR performance and support the team through analytics, reporting, and compensation insights • Support annual and quarterly planning with data‑backed insights and forecasts • Own and administer the marketing tech stack, including HubSpot and Salesloft, providing ongoing support and enablement • Partner with Sales and RevOps to align on lead management, scoring, routing, and SLAs • Work comfortably across sales and marketing technologies such as 6sense, ZoomInfo, Pocus, and similar tools to pull reports, maintain data hygiene, and support integrations • Ensure data integrity, compliance, and operational best practices across systems • Develop best practices and maintain SOPs for deploying multiple, multi‑channel campaigns effectively • Establish and improve marketing processes, documentation, and governance • Partner with cross‑functional teams to turn insights into operational improvements • Track the marketing budget and help prioritize spend across channels

• Design and launch a comprehensive global partner strategy aligned with enterprise, federal, and defense market motions • Evaluate potential partners that are strategic to the Casepoint business and with a strong reputation consistent with our core values • Build a tiered partner program (e.g., referral, reseller, distributor, SI, ISV) with clear value propositions, incentives, enablement paths, and performance expectations • Define partner segmentation, coverage models, and rules of engagement across commercial and public-sector markets • Establish scalable partner governance, contracts, pricing, deal registration, and conflict resolution processes • Assess and rationalize existing partner relationships inherited through the merger of Casepoint, Opexus & mLINQS, identifying strategic, tactical, and sunset candidates • Consolidate overlapping partners and normalize disparate partner agreements, operating models, and expectations • Onboard each partner into the Casepoint partnership framework • Manage the day to day operations of the partnership program to drive partner satisfaction and new ARR growth objectives • Drive partner-sourced and partner-influenced revenue across federal, defense, and enterprise segments • Build joint go-to-market plans with top partners, including pipeline development, account mapping, and co-selling motions • Support complex government procurements, including GSA schedules, IDIQs, BPA structures, and defense contracting vehicles. • Develop strategic alliances with complementary providers who can help drive net new ARR bookings for Casepoint • Define integration priorities and partner technical requirements in collaboration with Product and Engineering • Build partner onboarding, certification, training, and enablement frameworks • Implement partner performance metrics, dashboards, and reporting tied to revenue, pipeline, and customer outcomes.

• Serve as the primary point of contact for assigned corporate accounts, ensuring successful onboarding, implementation, and ongoing engagement. • Develop and execute account-level strategies that drive retention, expansion, and value realization across multiple contracts, projects, and stakeholder groups. • Take full ownership and accountability of account retention targets, customer solution delivery, and P&L management. • Ensure high levels of customer satisfaction by ensuring successful implementation and service delivery, achieving high account retention levels, and ensuring each account remains a positive reference. • Develop a deep understanding of the competitive landscape and emerging industry trends to retain and grow accounts. • Partner cross-functionally with Sales, Delivery, Product, and IS leadership to influence account strategy, product direction, and resource prioritization. • Proactively identify growth opportunities, renewal risks, and strategic initiatives to strengthen customer engagement and expand account value. • Act as an escalation point for customer issues, balancing advocacy with company objectives. • Collaborate with leadership to define and refine processes, templates, and best practices for the Customer Success organization. • Lead and manage team members with metrics, KPIs, and goal-setting to support a culture of performance and accountability. • Identify and advocate product improvements based on Customers’ needs and industry trends.