Pine Services Group

• Develop and communicate the strategic direction and goals of the practice in alignment with broader organizational objectives. • Create and execute on initiatives that move the practice forward — and adjust course when the market demands it. • Partner with leadership to build annual OKRs and drive accountability toward achieving them. • Manage and mentor Practice Managers who oversee project managers, consultants, solution architects, developers, and team leads. • Provide guidance and support across the practice as a whole, fostering a high-performance, people-first culture. • Monitor and optimize team utilization to maximize efficiency and productivity. • Set the direction for practice methodologies, ensuring the team operates consistently and at a high standard. • Stay current with industry trends and emerging best practices to keep the practice competitive and innovative. • Serve as the senior escalation point for complex client and project issues — bringing calm, clarity, and resolution when it matters most. • Identify skill gaps within the team and build strategies for training, upskilling, and long-term development. • Review Statements of Work to ensure alignment with practice goals. • Negotiate credits and manage client expectations to protect both satisfaction and profitability. • Own the financial performance of the practice — including revenue targets, utilization goals, profitability, and cost management. • Contribute to decisions around the tools and applications that support practice operations, with an eye toward efficiency and scalability.

• Own the full corporate IT environment — infrastructure, tooling, identity management, and endpoint security — with end-to-end accountability for performance and reliability. • Assess the current state of IT operations, identify gaps, and build a roadmap to a stable, scalable baseline — then hold the line. • Lead and restructure the IT team you’re inheriting. Set clear expectations, develop your people, and fill gaps as the business evolves. • Drive identity and access management across the organization, ensuring the right people have access and the wrong people don’t. • Own endpoint management: device procurement, configuration, security policies, and lifecycle management across a fully remote workforce. • Partner with leadership to align internal security posture with business risk tolerance and industry standards. • Build and maintain IT performance metrics and reporting that give leadership visibility without requiring their direct involvement in day-to-day issues. • Reduce executive-level escalations by establishing clear processes, escalation paths, and self-service capabilities that empower employees to resolve routine issues on their own. • Evaluate, consolidate, and optimize the internal tooling stack — cut redundancies, improve integrations, and make sure the tools in use actually support the way the business works. • Establish and enforce IT policies, change management processes, and documentation standards that grow with the organization.

• Lead NetSuite ERP implementations and manage assigned functional workstreams • Conduct discovery sessions and translate business processes into system design • Configure and optimize NetSuite modules including Manufacturing, Inventory, Order Management, and Supply Chain • Support data migration, reporting configuration, and integrations (Celigo experience preferred) • Utilize NetSuite Advanced Revenue Management (ARM) where applicable • Facilitate user training sessions and develop supporting documentation • Provide post-go-live support and identify enhancement opportunities • Proactively communicate project status, risks, and recommendations to stakeholders

• Build your own pipeline through outbound prospecting -- calls, email sequences, LinkedIn, events, and referrals • Run the full sales cycle: discovery, demo support, business case development, negotiation, and close • Engage C-suite decision-makers with insight-driven conversations tied to their specific business challenges • Maintain 3-4x pipeline coverage through disciplined, consistent prospecting activity • Collaborate with solution consultants and the implementation team to deliver a seamless buying experience • Keep CRM updated with activity, pipeline stages, and forecasts -- accurately and weekly • Represent SIG at NetSuite events, user groups, and industry conferences • Hit and exceed monthly and quarterly new logo quotas

• Full ownership of the sales organization with plans to grow headcount in the near term • Design and implementation of a repeatable, metric-driven sales process across the full cycle • Pipeline development and management, including strategies to drive new logo acquisition and expand revenue within the existing customer base • Quota accountability at the team and individual level with clear activity and performance expectations • Key partner relationships, with a mandate to increase co-selling activity and inbound lead flow • Cross-functional alignment with marketing on lead scoring, handoff criteria, and opportunity creation • Direct reporting relationship to the CEO with regular visibility into forecast, pipeline health, and team performance • Personal deal ownership on select opportunities alongside team management responsibilities

• Lead end-to-end solution architecture engagements, designing comprehensive QAD ERP solutions that address enterprise-wide business requirements — with a primary focus on financial processes including General Ledger, AP/AR, Cost Management, Financial Consolidation, and Regulatory Compliance. • Serve as the primary financial SME within the solutions architecture practice, providing deep functional guidance on QAD financial modules while applying working knowledge of QAD's operations modules to contextualize solutions within the client's broader environment. • Prepare and deliver tailored software demonstrations, proof-of-concept engagements, and solution presentations that clearly articulate business value and differentiate QAD's capabilities. • Guide prospects through complex, multi-stakeholder sales cycles as a trusted advisor — bridging technical architecture and business strategy to accelerate decision-making. • Lead client discovery with a focus on financial requirements, while identifying and documenting operational dependencies (manufacturing, distribution) that intersect with financial processes. • Translate findings into scalable solution designs aligned with QAD's product roadmap and SIG intellectual property. • Collaborate with Account Executives and the broader Business Solutions team to develop winning proposals, Statements of Work, and client-specific value propositions. • Serve as a liaison between sales, solutions architecture, and consulting delivery teams to ensure accurate knowledge transfer, realistic effort estimates, and clear alignment on scope. • Conduct assessments of clients' existing financial systems and processes, identifying improvement opportunities and recommending QAD solutions, third-party integrations, or SIG IP to address gaps. • Position and articulate a compelling roadmap for continued use of QAD financial and complementary solutions, including upgrades, new modules, and partner solutions. • Partner with the service delivery team post-sale to ensure thorough requirements and design knowledge transfer, setting engagements up for successful implementation. • Contribute to reusable assets — demo scripts, solution templates, best-practice documentation — to elevate the broader solutions team. • Participate in industry events, user groups, and trade shows to represent SIG and expand market presence. • Stay current with ERP and financial technology trends through continuous learning and professional development. • Achieve assigned pre-sales contribution targets and support the team in meeting overall revenue goals.

• Manage and perform month-end close for Pine Management companies • Prepare consolidated financial statements and assist in variance analysis • Reconcile intercompany transactions and balances • Ensure GAAP compliance across all reporting • Collaborate with accounting teams at operating companies to ensure accurate accounting treatments are followed • Support acquisition integration from a finance/accounting perspective • Assist with annual audits and manage PBC (Prepared By Client) requests • Maintain internal controls and support compliance with company policies • Coordinate tax filings with external providers • Identify and implement process enhancements to improve efficiency and accuracy • Help build scalable systems and reporting tools for a growing organization

• Serve as the primary people strategy advisor to the CEO — a thought partner on org design, leadership development, succession, and culture. • Lead two direct reports while remaining highly hands-on across talent development, compensation, performance, and culture. • Elevate the current HR infrastructure, deepen performance culture, sharpen compensation approach, strengthen talent pipeline and onboarding experience, and build employee engagement.

• Define and own the company's market positioning, value proposition, and brand narrative across all channels • Build and execute a channel strategy that aligns spending to measurable pipeline contribution • Own the marketing-sourced pipeline number • Design and lead a multi-channel demand generation engine • Champion an AI-first operating model across marketing functions

• Manage and grow a portfolio of existing SMB clients • Serve as primary relationship manager and trusted advisor • Identify opportunities to expand clients' technology footprint • Deliver solutions that drive measurable value