Suralink

• Lead end-to-end design for new AI-powered features—from problem framing to polished UI. • Translate complex accounting and audit workflows into clear, elegant interactions that feel effortless. • Prototype intelligent agent experiences that blend automation, context awareness, and transparency. • Collaborate with AI and data teams to shape conversational flows, confidence indicators, and user feedback loops. • Audit, define, and evolve Suralink’s design system for scale, accessibility, and design-to-code alignment. • Introduce design tokens, variants, and documentation that support multi-product consistency. • Partner with engineering to establish governance, release cadence, and component versioning. • Create and maintain Zeroheight / Storybook documentation to foster adoption across teams.

• Develop and execute targeted outbound prospecting strategies focused on enterprise and strategic accounts. • Initiate high-quality contact with senior decision-makers—including CFOs, Managing Partners, and IT Leaders, through strategic cold outreach, executive-level email sequences, LinkedIn Sales Navigator, phone, and other channels. • Build multi-threaded relationships within target accounts by engaging multiple stakeholders across accounting firms to advance opportunities through the pipeline. • Support senior Account Executives on enterprise outbound strategies, account mapping, and territory planning efforts. • Serve as the first point of contact for inbound enterprise inquiries and determine the appropriate next steps for each opportunity. • Develop deep expertise in the Suralink platform and the accounting/professional services industry to engage credibly with senior finance professionals and speak to enterprise-specific value drivers. • Collaborate with Account Executives and marketing to ensure alignment on account-based strategies, messaging, and enterprise pipeline goals. • Consistently meet and exceed demo booking, pipeline creation, and activity quotas. • Track, manage, and report on all prospecting activity, pipeline metrics, and account intelligence within HubSpot CRM.

• Manage a portfolio of enterprise-level clients, ensuring high engagement and retention • Develop strategic relationships with executive stakeholders at client organizations • Lead in-depth business reviews to understand business challenges and align Suralink’s solutions with customer objectives • Proactively identify risks and opportunities within customer accounts and develop mitigation strategies • Generate upsell and cross sell opportunities with your assigned accounts • Drive adoption across multiple departments within enterprise clients • Act as a trusted advisor, providing industry insights and recommending tailored solutions • Partner with sales to identify expansion opportunities and execute account growth plans • Understand and advocate for customer needs and challenges with internal teams

• Lead end-to-end design for major product areas, turning complex workflows into intuitive experiences. • Conduct or support interviews, usability tests, and feedback sessions. • Partner closely with engineering and product from scoping through delivery. • Use and contribute to Suralink’s design system to maintain consistency and scalability. • Operate with autonomy, driving clarity and momentum through ambiguity.

• Plan and execute our industry event presence — trade shows, conferences, and sponsorships — from strategy through on-site execution and post-event follow-up. • Own the field event program: regional dinners, customer roundtables, partner events, and executive engagements. • Manage the full event lifecycle, including vendor selection and management, booth design, pre- and post-event outreach, swag, logistics, and lead capture. • Drive ABM execution across events: ensure target accounts are invited, engaged on-site, and handed off to sales with a clear follow-up plan. • Coordinate the webinar program end-to-end: platform management, promotion, live production, and follow-up. • Partner with Product Marketing and Alliance partners to deliver co-marketing and thought leadership webinars that convert. • Produce SEO-optimized blog content using AI tools against keyword briefs supplied by the SEO agency. • Edit, fact-check, and publish on a consistent editorial cadence; maintain on-page SEO hygiene in partnership with the agency. • Own organic social strategy on LinkedIn: editorial calendar, content production, and community engagement. • Build an employee advocacy motion that amplifies events, webinars, content, and product launches. • Run customer review campaigns on G2, Capterra, and other key platforms to grow review volume and category standing. • Partner with Customer Success and Product Marketing to identify advocates, gather stories, and feed the advocacy pipeline. • Build and execute campaigns in HubSpot — including segmentation, nurture workflows, event follow-ups, and webinar journeys — in partnership with RevOps, who owns platform administration and data operations. • Maintain clean campaign attribution so pipeline contribution is measurable by program.

• Play a pivotal role at the intersection of technical strategy and leadership • Drive architectural coherence across teams and foster alignment with broader business objectives • Set long-term technical visions, shifting architectural momentum when necessary • Guide teams toward shared, impactful outcomes • Influence and shape software architecture and organizational structure • Navigate ambiguity to define clear paths forward • Articulate complex technical concepts clearly to diverse audiences, ensuring alignment across all stakeholders

• Plan, build, and optimize paid media, email, landing page, and ABM digital programs. • Own budget pacing, bid strategy, audience targeting, creative testing, and channel mix. • Build and execute owned email programs — nurture tracks, product announcements, re-engagement, and event follow-ups in HubSpot. • Execute ABM digitally across paid and owned channels. • Build, launch, and maintain campaign landing pages with clean tracking, fast load times, and conversion-oriented design. • Serve as the team's marketing automation expert for campaign execution. • Own demand gen reporting: channel performance, funnel conversion, and pipeline sourced by channel.

• Own positioning and messaging across the Suralink product suite • Lead GTM strategy for product launches • Own the development of high-impact marketing content • Embed in the strategic layer of sales enablement • Serve as a senior voice of the market internally • Mentor and model strong PMM craft for junior team members

• Own HubSpot end-to-end: architecture, configuration, workflows, automation, custom properties, lifecycle stages, pipelines, integrations, and data hygiene • Build and maintain scalable processes for lead management, deal progression, and customer lifecycle tracking • Own contact, lead, and opportunity attribution logic: design and document the model, enforce it through system configuration and workflow automation, and audit to ensure data integrity and reporting accuracy • Manage integrations between HubSpot and the broader GTM tech stack; identify and resolve gaps in data flow • Maintain data quality through standardization rules, segmentation, and permissions • Train internal teams on HubSpot functionality, new feature adoption, and process changes • Document all RevOps processes and system configurations clearly and completely • Build win/loss, pipeline analysis, and revenue performance analytics to identify the combinations of segments, motions, and commercial behaviors that materially outperform • Partner with GTM and Finance leadership to translate data into recommendations and better business decisions

• Act as a Senior PMM and Subject Matter Expert for Suralink’s product & solution suite • Redesign and standardize demo flows and sales playbooks for the entire Suralink suite • Drive win rates of 50%+ on new products and 60%+ on pilots through superior storytelling • Transform feature-oriented demos into persona-driven, workflow-realistic narratives • Build and standardize demo scripts, discovery frameworks, and sales playbooks • Design structured Pilot/POC frameworks with clear entry criteria • Create certification and coaching programs for GTM teams • Support high-stakes enterprise deals as a subject matter expert • Ensure content, campaigns, and sales assets speak the authentic language of a CPA or audit professional • Maintain and evolve competitive intelligence to arm the sales team • Build and maintain Suralink's practitioner voice in the market