Prokeep

• Generate 70%+ of your own pipeline through outbound — calls, personalized email, social selling • Run a territory strategy targeting mid-sized, multi-location distributors • Keep deals moving with a disciplined cadence through the full 90–150 day cycle • Multi-thread early: get in front of 3–5 stakeholders inside the first 30 days • Lead discovery that ties Prokeep's Order Engine to real ROI, not feature checklists • Run demos that create urgency — no "let me think about it" evaluations • Keep a clean, accurate forecast — you know your numbers cold • Hand off cleanly to Implementation and Customer Success so the customer feels the difference • Feed the Product team what you're hearing in the field — you're the frontline on market and competitive intel • Travel up to 25% for prospect meetings and industry events.

• Translate the CPO's product vision and growth objectives into clear, functional execution strategies that drive customer impact • Own the company roadmap and determine what product or feature to build and when to build it • Provide medium-term planning to ensure alignment between day-to-day product decisions and long-term company strategy • Drive cross-functional coordination across product, design, engineering, marketing, operations, and customer success • Act as the counterpart to the Engineering Leader • Lead a small team as a player-coach, carrying your own product workstreams while coaching others to sharpen their skills and grow their careers • Coach in the workflow, minimizing separate management overhead • Foster a product culture grounded in ownership, impact, measurement, and collaboration • Champion an outcome-based product development approach focused on solving real customer problems • Ensure your team members are motivated, supported, and continuously growing in their roles • Ensure the roadmap stays grounded in customer insight, data, and market dynamics • Personally own product workstreams, not just oversee them — ensuring progress on all initiatives and leading by example • Build and refine product development processes and systems in partnership with engineering leadership • Play the Sr. PM role within specific swim lanes, leading by example while delegating other workstreams to your team • Help ensure scalable, repeatable processes are in place for prioritization, execution, and measurement

• Drive growth by winning new SMB customers and expanding Prokeep’s footprint within the distribution industry. • Generate new revenue through a combination of outbound prospecting, managing inbound opportunities, and building strong customer relationships. • Engage directly with prospects every day to position Prokeep as the go-to communication platform for distributors and their teams. • Own the full sales cycle, including discovery, product demonstrations, proposal creation, negotiation, and close. • Consistently meet or exceed monthly and quarterly sales targets. • Collaborate closely with Account Management and Customer Success teams to ensure a smooth customer handoff and onboarding experience. • Partner with Marketing to provide feedback on messaging, campaigns, and lead quality. • Maintain a strong understanding of Prokeep’s product offering and communicate customer feedback to Product and Leadership teams.

• Reporting to the Director of Account Management, the Account Manager, Enterprise will own location expansion, upsell/cross-sell, and support retention across a portfolio of enterprise distributor accounts. • You will be a trusted advisor to your book of business, helping customers realize the full value of Prokeep by identifying and executing opportunities to grow their investment in our platform. • To help us achieve our goals, we are looking for a new team member who is consultative by nature, revenue driven, and invested in customer outcomes. • Our ideal candidate brings energy and discipline to every account interaction, thrives in a fast-paced SaaS environment, and is motivated by hitting and exceeding quota. • The AM owns the commercial engine. You are responsible for identifying white space in your accounts, running full-cycle sales motions for new products like Order Automation and Growth Hub, and closing location expansion deals. • We are looking for a closer who thrives on hitting monthly targets and treats every customer interaction as an opportunity to uncover new revenue while delivering value. • Account Managers are the revenue engine of our post-sale customer relationships. You will own the full expansion sales motion for your portfolio, partnering with Customer Success Managers (CSMs) to find growth opportunities while retaining and renewing our existing customers. • Proactively prospect into your existing accounts to build a 3x pipeline of expansion opportunities, ensuring consistent pipeline hygiene and accurate forecasting in HubSpot. • Lead discovery calls, deliver high-impact product demonstrations, handle pricing negotiations, and overcome objections for products like Order Automation and Growth Hub. • Proactively manage a portfolio of Enterprise accounts, maintaining strong relationships with key decision-makers and ensuring customers are achieving their desired outcomes with Prokeep. • Map out the "white space" within your portfolio to identify high-propensity targets for upsells and cross-sells. • Own a monthly and quarterly expansion quota, focusing on location expansion, package upgrades, and new product cross-sell through a consultative, outcome-focused sales approach. • Partner closely with Customer Success to conduct regular business reviews, align on adoption and value realization strategies, and create natural expansion opportunities while mitigating churn risk.

• Own and manage the full-cycle general ledger, including journal entries, reconciliations, and accruals • Support timely and accurate monthly, quarterly, and annual close process, by owning key aspects of the process within the closing checklist • Support, then grow to own own, subscription,billing and collection process • Maintain and reconcile balance sheet accounts, identifying and resolving discrepancies • Manage revenue recognition in compliance with ASC 606, including deferred revenue schedules • Administer and optimize NetSuite ERP workflows, including reporting, saved searches, and system integrations • Assist in the preparation of financial statements and management reporting packages • Support internal and external audits by preparing schedules and providing documentation • Partner with FP&A, billing, and operations teams to ensure accurate and complete financial data • Identify and implement process improvements to increase efficiency and scalability

• Partner with customers to define project scope, objectives, and deliverables, using milestones as the primary framework for guiding completion rather than fixed timelines. • Own onboarding project execution end-to-end, driving scalable, high-impact onboarding that accelerates Time to First Value (TTFV), early product adoption, tracking progress, resolving issues, and managing changes to scope and schedule through successful customer handoff. • Coordinate across Sales, Customer Success, Engineering and other internal teams to maintain alignment and move onboarding projects forward at every stage. • Using AI is a core part of how you work. You can point to the tools you use, how your approach has evolved, and where it has made your work faster, sharper, or more consistent, and you know when and how to apply it well. • Own the successful deployment of Prokeep's products, including our new Order Automation product, by coordinating with internal and external stakeholders around customer requirements, onboarding milestones, and activation outcomes. • Manage the end-to-end onboarding process for new clients, ensuring a seamless handoff from Sales to Onboarding and into Customer Success. • Develop and maintain onboarding plans, project timelines, and deliverables with clearly defined milestones and measures of success, including contingency plans to address risks before they impact project completion. • Facilitate end-to-end training for customers during onboarding, including planning and delivering remote training sessions, developing and maintaining training materials, and ensuring customers are fully equipped to use Prokeep before project completion. • Conduct regular project meetings with customers and internal stakeholders, such as project kickoff and status reviews, serving as the primary point of contact throughout the onboarding process. • Ensure location and user activation during onboarding, treating activation milestones as a primary measure of onboarding success alongside project completion. • Collaborate closely with Sales, Technical Account Managers, Customer Success, and Product throughout onboarding, and manage a structured handoff at close, ensuring account status, open items, and key context are documented in Planhat and HubSpot before transition.

• Lead and mentor a team of engineers, responsible for their output, technical decisions, career development, and priorities. • Be a thoughtful technical voice and support your team in making diligent architectural decisions. • Work closely with other engineering leaders, product management, design, and customer success to deliver against the roadmap. • Act as a real-time product manager for in-flight work — clarifying requirements, removing ambiguity, and making scoping decisions to keep the team moving. Own team execution end-to-end — from planning and prioritization through delivery, ensuring commitments are met and blockers are resolved quickly. • Own support escalations and work closely with customer success to triage, prioritize, and resolve production issues efficiently. • Responsible for the on-time, high quality features developed by the team, using scope and creative problem-solving to find the best paths to delivery. • Own testing results and quality gates, partnering with DevOps to maintain and improve build pipelines and CI/CD processes. Drive a culture of code quality, testing, and engineering best practices across the team. • Continuously measure and improve against the team's KPIs, ensuring the team doesn't simply deliver, but grows. • Own the team's delivery health — tracking cycle time, WIP, and velocity to identify bottlenecks and drive continuous improvement. • Participate in hiring, onboarding, and building out the engineering team as Prokeep scales. • Conduct regular 1:1s, performance reviews, and career development conversations with direct reports.

• Own the strategy and roadmap for your product area • Set and hold a high operating tempo • Lead discovery and validation • Partner cross-functionally with Engineering, Design, Sales, and Customer Success • Set clear success metrics and use data to inform decisions • Drive go-to-market readiness • Anticipate market shifts and identify new opportunities • Leverage AI tools and insights to enhance customer workflows • Communicate with clarity and influence

• Own and evolve Prokeep's design system and UX vision — building reusable components and governing design standards that make the entire product team faster, not just your own work cleaner. • Think and design at the systems level — ensuring that individual design decisions connect to broader product architecture and scale without accumulating complexity customers have to absorb. • Drive discovery before design — initiate research yourself rather than waiting for it. Conduct customer interviews, usability testing, and direct user conversations to understand real workflows before designing solutions for them. • Connect design decisions to business outcomes — use product analytics, usage patterns, and behavioral data to identify opportunities, measure impact, and make the case for prioritization in terms the business understands. • Implement information architecture improvements as the product grows, maintaining the simplicity customers depend on. • Partner with the PM and Engineering teams as a cross-functional peer — not a handoff station. Communicate design intent clearly, make tradeoff calls with confidence, and keep teams moving rather than waiting on you. • Design, prototype, and validate solutions using AI-powered tools (Figma, Figma Make, Magic Patterns, and others) — using AI to move faster on production work so your time goes toward problems that require real judgment. • Drive iterative, low-disruption UX improvements that continuously raise the quality of the product experience. • Act as a strong user advocate, influencing product decisions and priorities — and backing that advocacy with data and research, not just instinct. • Clearly communicate design rationale and build stakeholder alignment across product, engineering, and leadership.

• Lead, coach, and develop a team of outbound Account Executives selling to SMB and mid-market distribution companies across building materials, HVAC, electrical, and adjacent verticals • Own new logo quota attainment and win rate by segment; driving the team from pipeline generation through close with urgency and consistency • Deploy and refine a structured discovery framework that resonates with non-tech-native buyers, and build it into a replicable playbook with talk tracks, qualification criteria, and objection handling • Run weekly deal reviews and loss debriefs that generate actionable intelligence for the broader sales motion, not just forecast updates • Establish and enforce CRM hygiene standards in HubSpot — ensuring pipeline data is reliable enough to coach from and forecast with confidence • Recruit, onboard, and develop high-performing AEs, building a team and bench that scales sustainably toward $40M ARR • Partner with the SVP of Sales on territory design, headcount planning, and segment strategy as the business grows • Collaborate with Marketing and Partnerships on demand generation and inbound routing, holding yourself accountable to conversion, not just pipeline volume