SOCi, Inc.

• Serve as account owner and provide mature, thoughtful and reasonable leadership to both the customer as well as internal stakeholders to ensure the on-going success of your book of business • Identify and mitigate churn risk across customer portfolio to ensure company gross retention rates are achieved • Maintain and grow monthly recurring revenue for our most valued customers by employing proven strategies which drive product adoption and expansion • Quarterback internal and external initiatives through cross-functional partnerships with sales, onboarding, support, product management, finance, operations and other teams which directly impact overall customer success and drive customer growth • Develop strong customer relationships and serve in the role of trusted advisor to SOCi customers • Analyze lifecycle metrics and provide leadership and/or execution of onboarding, enablement, adoption and retention plays thru both internal and external resources • Effectively employ multi-channel communication strategies that leverage our most effective customer touchpoints including video, e-mail, phone, partners and internal & external champions • Ensure customer reference-ability and overall satisfaction level

• Build and execute SOCi’s partner marketing strategy — co-marketing campaigns, webinars, and co-branded content • Activate partner-led customer advocacy — surfacing case studies, referrals, and testimonials that support conversion and prospect confidence • Coordinate partner events, sponsorships, and activations against clear ROI and pipeline goals • Run MDF (market development funds), SPIFFs, and partner incentive programs day-to-day, tracking spend against return • Bring recommendations and simple business cases for where to invest partner marketing effort, with forecasted pipeline impact • Adapt SOCi’s sales and product materials — decks, one-pagers, battlecards, demos, case studies — into partner-ready, co-branded, and white-labeled versions partners can confidently use to sell SOCi • Build repeatable templates and a self-serve resource hub so adaptation scales across many partners without starting from scratch each time • Create interactive, self-guided product demos (e.g., Navattic) for partner-led selling and training • Develop partner training and onboarding content that keeps product knowledge, positioning, and brand representation consistent across the ecosystem • Use AI tools to draft, adapt, and localize partner marketing and enablement materials faster — turning multi-day asset builds into same-day turnarounds • Build and document a reusable library of AI workflows and prompts so the team produces on-brand, partner-ready assets consistently and at scale • Manage partner communications — newsletters, product and roadmap updates, and inputs to business reviews — to drive engagement and retention • Serve as a key connection point across Sales, Product Marketing, Demand Gen, and Brand, keeping partner priorities aligned and surfacing partner feedback to Product

• Own the strategy, planning, and execution of SOCi’s trade show event calendar • Manage event budgets, timelines, and logistics, working with vendors and venues to hit deadlines and stay on budget • Review, negotiate, and finalize event-related contracts in partnership with Legal and Finance as needed • Partner with copywriters, designers, and Brand to develop event messaging, collateral • Manage event asset inventory, including shipping and receiving logistics • Work with Marketing Ops to capture event data and report on event ROI • Equip sellers with the tools and resources they need for pre- and post-event outreach

• Execute against defined product requirements and sprint commitments • Translate product requirements into detailed user stories and tasks • Ensure alignment between product requirements and engineering implementation • Track progress of features and proactively identify risks or blockers • Validate delivered features against acceptance criteria and user expectations • Support product launches, including internal communication and documentation • Maintain product documentation and contribute to knowledge sharing • Support Product Managers across the Platform domains • Help document and maintain requirements for identity, access, and permissions features • Assist with requirements and validation for account hierarchy concepts • Help track data quality, integration, and localization considerations • Support reseller plans and back-office workflows • Coordinate with Product Managers across squads • Use AI tools as a force multiplier in day-to-day work

• Serve as a trusted advisor to leaders, managers, and employees, ensuring people strategies support business goals and organizational success. • Partner closely with business leaders, their management teams, and People & Culture leadership to understand business priorities and develop talent strategies that drive results. • Provide visibility into organizational health, talent risks, workforce trends, and people-related opportunities through data-driven insights and recommendations. • Influence and guide leaders through organizational growth, change initiatives, workforce planning, and team effectiveness strategies. • Demonstrate strong business acumen by understanding operational priorities, financial drivers, and organizational objectives to deliver practical HR solutions. • Partner with managers to establish team structures, define roles, set performance expectations, and develop talent strategies that support business needs. • Support leaders in attracting, hiring, onboarding, developing, and retaining top talent. • Facilitate talent reviews, succession planning, leadership development, and career growth discussions. • Guide managers through performance management processes, goal setting, feedback conversations, and employee development planning. • Identify organizational trends and recommend solutions to improve engagement, productivity, retention, and team performance. • Coach leaders and managers on effective people leadership practices, including performance management, employee development, team engagement, and conflict resolution. • Hold managers accountable for consistent application of company policies, performance expectations, and people management responsibilities. • Provide training and coaching on leadership effectiveness, interviewing and selection practices, performance improvement planning, and employee development. • Build manager capability by equipping leaders with tools, resources, and best practices to successfully lead and develop their teams. • Serve as a trusted resource for employees and managers, addressing employee relations matters with professionalism, fairness, consistency, and sound judgment.

• Collaborate with your Account Executive team to develop and execute go-to-market strategies for their territories. • Work with Account Executives to blueprint key accounts in the territory • Call into key accounts to set up discovery calls and demos • Run discovery calls on certain accounts identified by your Account Executives • Work with Account Executives to follow up on and drive deals to their next phase • Identify expansion opportunities for our largest and most strategic customers • Be responsible for closing the transactional business for our AE team • Assist with in-territory gifting programs • Assist with in-territory events • Responsible for pre- and post- conference outreach • Work with Account Executives and marketing to source sales enablement collateral

• Own the Enterprise marketing pipeline number, ensuring programs directly generate sourced and influenced revenue • Manage the Enterprise marketing budget with accountability for ROI and program impact • Partner with enterprise sales leaders to align field marketing programs with Tier 1 account and territory priorities • Plan and execute targeted events and experiences (executive dinners, roadshows, partner events, virtual events) designed to build relationships and accelerate deals • Collaborate with the events team to ensure the success of large-scale programs like Reimagine and flagship events • Build integrated campaign support around events (emails, LinkedIn campaigns, content assets, gifting) to extend reach before and after • Partner with customer marketing to support expansion within existing accounts, complementing net-new acquisition programs • Manage event logistics end-to-end (venue selection, vendor management, budgets, and onsite execution) while tying every activity to pipeline impact • Build clear reports on program ROI, account engagement, and pipeline acceleration to share with marketing and sales leadership • Stay current on ABM and experiential marketing best practices; proactively bring new ideas for creating memorable, revenue-impacting experiences

• Support the design and development of enablement content including training courses, job aids, playbooks, and certifications • Assist in facilitation and coordination of live and virtual training sessions • Help maintain and organize the content library across our CRM and LMS, keeping materials current and easy to find • Contribute to product enablement by translating product updates into sales-ready materials in partnership with PMM • Assist with program logistics for onboarding, certifications, and the annual training calendar • Collect and organize field feedback to support continuous improvement of content and programs • Track and report on enablement activity, completion rates, and program engagement • This role is primarily focused on SDR training and development.

• Co-Own Marketing GTM Strategy (with Head of Demand Generation) • Partner with the Head of Demand Generation to define how Marketing drives pipeline and revenue across inbound, outbound, ABM, and enterprise motions • Align on ICP prioritization, segmentation, channel mix, and campaign strategy • Own Forecasting, Targets & Performance • Own marketing pipeline targets, forecasts, and performance against plan • Develop and manage models for pipeline generation, conversion, and ROI across channels • Provide visibility into performance and ensure both strategy and execution are aligned to hit targets • Own Investment Strategy (Tech + Budget Allocation) • Own and manage the marketing technology budget and overall investment strategy • Partner with Demand Gen and Finance to allocate budget across channels, programs, and tools • Continuously evaluate ROI and reallocate resources to maximize pipeline and efficiency • Translate Strategy → Execution Through Partnership • Define priorities and strategic direction…while partnering with Demand Generation on execution • Set priorities for the Director of Marketing Operations / GTM Engineering to enable scalable execution • Ensure systems, automation, and measurement frameworks support both strategy and program needs • Drive Cross-Functional GTM Alignment • Align with Sales and RevOps on targets, SLAs, and conversion expectations • Influence sales follow-up, routing, and coverage to improve funnel performance • Represent marketing strategy in broader GTM and revenue planning discussions • Insights & Optimization • Turn data into actionable insights that inform both GTM strategy and demand generation execution • Identify funnel gaps and prioritize improvements in partnership with Demand Gen • Bring a strong POV on where to invest, scale, or pull back

• Develop and maintain strong relationships with key stakeholders within client organizations to ensure their success and satisfaction with SOCi solutions. • Act as the lead point of contact for all strategic client matters, anticipate clients' needs, and work within the company to ensure deadlines for client deliverables are met. • Plan and conduct regular check-in meetings to ensure client satisfaction and retention. • Work collaboratively with sales, marketing, and product teams to streamline service delivery and ensure clients can maximize the value of SOCi products. • Develop a deep understanding of our products and services to facilitate training sessions for clients on new tools and features. • Monitor and analyze clients’ usage of our product and generate insights to enhance their user experience. • Identify opportunities for growth within existing accounts and collaborate with sales teams to ensure growth attainment. • Handle and resolve customer requests and issues promptly and effectively. • Prepare and deliver quarterly and annual reviews to clients, showcasing their progress and aligning with their business goals. • Advocate customer needs/issues cross-departmentally and program-manage customer concerns.