Traliant

• Manage a portfolio of clients, ensuring customer retention and high satisfaction • Own overall relationship with assigned clients, which includes increasing adoption, ensuring retention, and continuous showcase of value • Drive customer interaction across the customer lifecycle to ensure adoption of products, expansion opportunities, and retention • Deliver client business reviews to measure progress, assess key trends and emphasize value

• Build, launch, and optimize email campaigns, nurture programs, newsletters, webinar promotions, and event communications. • Create, edit, and refine email copy that aligns with our brand voice and campaign objectives. • Manage the end-to-end email production process, including audience selection, QA, scheduling, deployment, and performance reporting. • Monitor email deliverability, inbox placement, and compliance with email marketing best practices to maximize engagement and campaign success. • Manage email production from concept through QA, deployment, and reporting. • Ensure email deliverability and adherence to email marketing best practices. • Optimize automated lifecycle programs that engage prospects and customers throughout the buyer journey, from lead nurture through customer retention and expansion. • Design audience segmentation and personalization strategies to deliver relevant content based on prospect behavior, demographics, and lifecycle stage. • Build nurture programs that support lead conversion, onboarding, customer engagement, and renewal initiatives. • Analyze lifecycle program performance and continuously improve workflows, content, and customer journeys through A/B testing, reporting, and data-driven optimization. • Build and maintain automated workflows, lead nurture programs, forms, landing pages, lead scoring models, and campaign assets within HubSpot. • Help lead our migration from Salesforce Pardot to HubSpot Marketing Hub, including campaign recreation, testing, optimization, documentation, and QA. • Partner with Marketing Operations to improve lifecycle automation, lead routing, and campaign attribution. • Maintain marketing database health and ensure campaign data integrity. • Troubleshoot automation issues and proactively recommend process improvements. • Support Salesforce and HubSpot integrations to ensure accurate lead flow and reporting. • Analyze campaign performance and recommend optimizations that improve engagement, conversion rates, and pipeline contribution.

• Own Traliant's handbook service • Create, review, revise and update employee handbooks • Provide guidance to clients on workplace policies • Create EEO policy and handbook reviews and meet with potential clients to discuss • Serve as the Legal Compliance subject matter expert (SME) for specific legal and compliance topics • As SME, take shared ownership of course creation • Draft, review, revise and update scripts for training content, from longer online courses to Tik Tok style micro trainings • Review pre-release course builds to flag edits and errors • Prepare or review materials to educate sales team members on course content and compliance requirements • Prepare or review content-related marketing materials like course pages, fact sheets and other resources, particularly as to legal compliance related elements • As SME, provide compliance guidance to clients, prospective clients and internal team members • As SME, create marketing content by drafting articles and preparing and presenting webinars on current legal topics

• Own and drive self-sourced pipeline (~20%) development through outbound prospecting strategies including cold outreach, targeted sequencing, social selling (LinkedIn), and event-based networking. • Partner with SDRs (~80%) to align on outbound target accounts, messaging, and sequencing strategies — providing direction on ICP fit and outreach quality. • Run thorough, insight-led discovery conversations to uncover business pain and deliver tailored presentations and business cases to economic buyers and executive stakeholders. • Build multi-threaded relationships across target accounts, serving as a trusted advisor with a deep understanding of the client's industry, compliance landscape, and business priorities. • Maintain accurate CRM hygiene (Salesforce) including pipeline stages, close dates, and next steps — and deliver reliable weekly forecasts to sales leadership. • Meet or exceed monthly, quarterly, and annual new business quotas; collaborate with Marketing, SDR, and Customer Success teams to align on account strategy and ensure seamless handoffs.

• Own the full cycle of product discovery and delivery • Conduct ongoing customer interviews and discovery sessions • Analyze customer signals across various data sources • Use AI tools daily for research, synthesis, and competitive analysis • Define and maintain a product roadmap • Write detailed, spec-driven feature definitions • Work alongside designers and engineers to move features from concept to shipped • Partner with Customer Success and Sales • Monitor post-release performance and iterate based on data • Communicate roadmap priorities clearly

• Build end-to-end features across full stack • Engage in architecture design conversations • Integrate LLM APIs and AI tooling into product features • Collaborate with product and UX teams • Conduct thorough code reviews and mentor peers • Work confidently with AWS services and containerized infrastructure • Diagnose and resolve complex defects

• Help deliver on content portfolio strategy and revenue • Support the commercial performance of Traliant's content library • Manage and help prioritize the content roadmap • Translate strategic priorities into actionable roadmaps • Lead instructional design and curriculum innovation • Suggest advancements in the pedagogical direction for the library • Lead and Develop the content and instructional design team • Collaborate with cross-functional teams on positioning, differentiation, and launch strategy

• Partner with Strategic Partnerships leadership to operationalize partner strategy by defining how partners are onboarded, activated, co-sell with Sales, and drive revenue, clarifying roles, handoffs, and accountability across teams. • Design and implement standardized processes for partner onboarding, deal registration, co-selling, and partner engagement. • Bring consistency to currently fragmented partner workflows across teams and segments. • Work closely with Director of Strategic Partnerships to operationalize new partner initiatives and programs. • Provide input on feasibility, scalability, and measurement of partner strategies. • Ensure alignment between partner strategy and GTM systems, processes, and data structures. • Develop partner-sourced and partner-influenced pipeline tracking and reporting. • Define and maintain attribution models in partnership with RevOps and Finance. • Ensure partner contributions are accurately reflected in forecasting and executive reporting. • Design and optimize partner workflows within Salesforce. • Partner with Marketing Ops to ensure seamless lead routing, deal registration, and attribution tracking. • Identify and implement automation opportunities to improve efficiency and data integrity. • Build and maintain dashboards to track partner performance, funnel conversion, and ROI. • Deliver actionable insights to partner leadership and GTM stakeholders. • Establish clear KPIs and success metrics for partner programs. • Own cross-functional alignment for partner-related operations, ensuring Partnerships, Sales, Marketing, Customer Success, and Finance are coordinated on deal registration, co-sell processes, attribution, and partner reporting. • Drive adoption of standardized partner processes and data definitions across teams. • Reduce friction across the partner deal lifecycle and improve internal alignment. • Ensure high data quality across partner-related records and reporting. • Define and enforce governance around partner attribution and pipeline tracking.

• Conduct targeted research to build and prioritize lists of key accounts and decision-makers using tools such as LinkedIn, ZoomInfo, Salesforce, and other resources • Execute multi-channel outbound strategies to engage and qualify target prospects, generating qualified meetings for Account Executives • Own outbound pipeline generation by strategically prioritizing accounts, managing outreach efforts, and driving consistent pipeline creation • Utilize provided resources, including process guides, scripts, and qualification frameworks, to effectively qualify prospects and convert them into sales-qualified leads (SQLs) • Collaborate closely with Account Executives to ensure high-quality handoff of opportunities and alignment on target accounts and messaging • Maintain accurate and up-to-date records in Salesforce and Gong, ensuring all activities, follow-ups, and prospect details align with team best practices • Share market insights and prospect feedback with Marketing and Sales to continuously improve targeting, messaging, and outbound strategy • Meet and exceed performance metrics, including pipeline generated and qualified meetings set with Account Executives • Support inbound inquiries as needed, with the majority of time focused on proactive, outbound prospecting

• Lead development of new features in PHP web applications • Collaborate closely with other engineers and stakeholders • Improve platform performance, maintainability, and code quality • Contribute to architectural decisions and technical design documentation • Provide technical leadership through peer code reviews and mentorship