SalesRabbit

• Own the "One Platform. One Login." narrative across every GTM channel • Set go-to-market strategy for the full portfolio • Lead the integration narrative across SalesRabbit, Roofle, RoofLink, and adjacent products • Build and scale SalesRabbit's product marketing engine • Lead and mentor a small Product Marketing and Content team • Own competitive positioning, pricing, packaging, and ROI narratives • Prioritize Product Marketing resources across launches, strategic initiatives, competitive needs, and content development • Own editorial strategy across product marketing content • Build and run a living market intelligence engine • Embed AI across the GTM motion • Align Product, Marketing, Sales, and CX around a shared, scalable GTM playbook • Anticipate gaps in positioning, adoption, or sales execution

• Own pre-sale technical discovery, scoping, and proof-of-concept builds for key roofing prospects, stepping in as the primary technical resource for the sales team. • Lead post-sale implementation, deployment, and onboarding — project-managing custom Statements of Work (SOW) from kickoff to a live, adopted solution. • Diagnose and resolve complex configuration and data-layer challenges as a Tier 2/3 technical resource, digging into customer environments, API documentation, and webhooks. • Audit data sync accuracy and resolve structural configuration requests by querying system databases in MySQL and PostgreSQL. • Build automated internal delivery workflows and custom solutions using no-code/low-code environments and modern AI coding assistants (such as Claude Code). • Configure specialized partner integrations, linking data streams between financing partners and webhooks. • Partner with Product Engineering, providing structured feedback loops that directly influence and refine a net-new product coming to market. • Serve as the internal Subject Matter Expert on the roofing solution set, and partner with existing customers to uncover optimization opportunities that maximize their business value. • Map technical environments, data pathways, and client workflows and document architectural playbooks and configuration criteria in Jira and Confluence.

• Own the HRIS as the system of record and the People data integrity. • Drive HRIS optimization including data mapping and vendor relationships. • Design and run onboarding and offboarding workflows that make day-one feel intentional and exit-day feel respectful. • Own the People-side experience of benefits - new-hire enrollment guidance, employee questions, plan-design input from a People lens — and lead end-to-end coordination of leaves (parental, FMLA, LOA, ADA). • Partner with Accounting on open enrollment and benefits administration. • Build and own the multi-state employment compliance calendar - FMLA, ADA, EEO, workers’ comp, unemployment, and state employer registrations; partner with the Accounting team on ACA, benefits notices, and payroll-tax filings. • Support coaching, performance documentation, and conflict resolution; bring judgment, mitigate organizational risk, and protect the employee experience • Build scalable workflows, SOPs, and analytics across the People Ops stack — treat every recurring task as a system to be made better, faster, and more reliable • Proactively identify and execute automation opportunities — use AI assistants, integrations, and workflow tools to eliminate the admin layer and reinvest the time in judgment work • Operate performance review cycles end-to-end and provide People-side support on merit, comp, and total rewards execution.

• Close New Business: Manage a high-volume pipeline of inbound and outbound leads, driving them from qualification to close. • Master the 'One-Call' or 'Two-Call' Close: Execute short, efficient sales cycles (typically <30 days) suitable for SMB buyers. • Consultative Selling: deeply understand the roofer's workflow to articulate exactly how our solutions save them time and money (Value Selling). • Pipeline Hygiene: Maintain discipline and data accuracy in Hubspot so your forecast is always reliable. • Collaborate: Work closely with the Sales Development team (SDRs) to ensure hand-offs are smooth and feedback loops are tight.

• Serve as the functional architect of the G&A and GTM tech stack; lead software migrations (including NetSuite), tool consolidations, and system integrations. • Establish company-wide data standards and maintain a unified metric dictionary to ensure consistent calculation of ARR, Net Retention, and CAC. • Direct and mentor the Revenue Operations and Data Analytics (BI) teams. • Transition the organization from manual modeling to automated rolling forecasts and predictive analytics. • Coordinate SalesOps workflows with financial reporting to ensure CRM data supports high-fidelity forecasting. • Partner with the CFO to provide reporting and insights for Private Equity partners, focusing on unit economics. • Identify operational bottlenecks and implement automated, system-based solutions to reduce manual work. • Lead technical and financial due diligence for M&A integrations and departmental scaling initiatives.

• Lead two product teams - Canvassing and Identity. • Serve as the bridge between technical excellence and product vision. • Collaborate with stakeholders in Customer Success, Solutions, and Integrations to understand customer needs. • Partner with Product to define scope and negotiate sustainable pace for the engineering team. • Build culture of mutual support, honest communication, and accountability. • Establish metrics for psychological safety and ensure team well-being. • Lead teams with AI-augmented rapid prototyping to frequently ship impactful features to customers. • Craft a technical roadmap focusing on AI automation and architectural shifts. • Champion best practices in code quality, testing, CI/CD, and performance optimization.

• Own the technical "Lead-to-Sales" flow. • Ensure marketing leads are routed, scored, and attributed correctly in HubSpot. • Act as the primary technical resource for the sales team and lead onboarding/training for HubSpot CRM. • Build and maintain scorecards and dashboards that drive accountability. • Continuously identify "leaky buckets" in the sales process and build automated solutions. • Serve as the internal technical architect for the HubSpot ecosystem and ensure long-term success. • Design the technical infrastructure for market segmentation and territory design to support future expansions. • Stay ahead on AI-driven sales tools and integrations that automate administrative tasks.

• Design and build high-performing, distributed APIs and microservices that scale to handle heavy traffic • Design efficient database schemas and optimize complex queries for large, interconnected datasets • Write testable, maintainable code with a bias toward self-documenting practices • Build systems with deep observability (metrics, logging, tracing) to support reliable operations • Approach all work with a security lens, identifying vulnerabilities and ensuring high-quality, secure deployments • Utilize pragmatic architecture patterns (abstractions, code isolation) that enable iterative, autonomous development • Leverage cloud infrastructure and modern practices to support continuous release cycles and safe experimentation • Use data and sound judgment to propose technical approaches and reduce technical debt • Mentor teammates through thoughtful code reviews and pairing to build team redundancy and raise quality • Partner with Product and Design to whiteboard solutions and validate feasibility before code is written • Document wins and fails to share patterns and improvements with the wider engineering team • Champion AI-augmented engineering to reduce “grunt work” without sacrificing quality or security

• Own the technical "Lead-to-Sales" flow. • Ensure marketing leads (Top Funnel) are routed, scored, and attributed correctly in HubSpot. • Act as the primary technical resource for the sales team. • Lead the onboarding and training for HubSpot CRM and Outreach. • Build and maintain the scorecards and dashboards. • Continuously identify "leaky buckets" in the sales process and build automated solutions. • Serve as the internal technical architect for the newly implemented HubSpot ecosystem. • Ensure the HubSpot Marketing Hub is perfectly synced with the CRM. • Design the technical infrastructure for market segmentation and territory design. • Stay ahead of the curve on AI-driven sales tools and integrations.

• Own the Close & Reporting: Transform the month-end close to 3-5 days and oversee accurate U.S. GAAP financial statements across three entities. • PE & Board Compliance: Prepare high-quality investor reporting packages, manage debt covenants, and own the rigorous 13-week cash flow forecast. • System Optimization: Lead the continuous optimization of our financial tech stack (NetSuite, Recurly, HubSpot) to eliminate manual bottlenecks. • Audit & Technical Leadership: Serve as the primary technical expert (ASC 606) and manage external auditor relationships to ensure seamless, adjustment-free cycles. • Strategic & M&A Partnership: Act as the CFO's right-hand for FP&A support, future M&A integrations (opening balance sheets, entity mapping), and PE value-creation initiatives. • Build the Bench: Mentor and upskill the accounting team, replacing yourself in tactical roles to elevate the department's strategic capacity.