Vanco

• Design and own a structured 30/60/90 onboarding program for new sales reps and account managers • Build clear milestones, certifications, and ramp tracking that give managers visibility into new hire progress • Continuously refine the program based on time-to-productivity data and manager feedback • Establish a consistent framework for how ACST powered by Vanco runs discovery, demos, and qualification across the team • Build playbooks for key selling scenarios: competitive objections, multi-stakeholder deals, and district finance buyer conversations • Partner with sales leadership to ensure methodology is coached and reinforced, not just documented • Build the scaffolding that makes managers better coaches — call scorecards, structured 1:1 frameworks, and call review cadences • Partner with leadership to establish a regular rhythm of deal review and rep development planning • Surface patterns from call recordings and field feedback to identify systemic coaching opportunities • Develop onboarding, expansion, and renewal playbooks for our five account managers • Ensure CS has the skills and materials to drive retention conversations and identify expansion opportunities early • Align CS enablement with sales methodology to create a consistent customer experience from first touch through renewal • Act as the traffic controller for existing sales and marketing content — ensuring reps can find and use what already exists, and partnering with Product Marketing to develop net-new materials where gaps exist • Build a reliable field feedback loop that surfaces what’s working and what’s breaking back to Product Marketing and product • Partner with product marketing on the intersection between positioning + field execution

• Design, build, and maintain AI-assisted QA testing workflows, including smoke tests and end-to-end coverage using tools such as Playwright. • Plan and execute user acceptance testing (UAT) to confirm features work as intended from the end user’s perspective. • Diagnose issues, troubleshoot errors, and document defects discovered through QA testing using AI-assisted workflows. • Leverage AI programming tools and software to design and implement creative solutions. • Contribute to development work as needed, including bug fixes, small features, and prototype enhancements. • Collaborate with team members to explore innovative approaches to quality assurance and problem solving. • Stay current with AI tools, practices, and advancements to ensure solutions are built on the latest capabilities.

• Design, build, and maintain scalable Snowflake-based data warehouse architectures, ensuring performance, reliability, and extensibility for future growth. • Own data architecture and technical design decisions, including data models, integration patterns, and optimization strategies. • Transform raw source data from multiple internal and external systems into analytics-ready data models using industry best practices. • Lead and contribute to warehouse development using dimensional modeling techniques (e.g., star schemas, slowly changing dimensions). • Develop and manage data pipelines using Snowflake features such as Snowpipe, tasks, stored procedures, and performance optimization techniques. • Manage and monitor data integrations with internal systems via APIs, application calls, or custom code to ensure data accuracy and reliability. • Apply auditing, change tracking, error handling, and monitoring across large datasets to maintain high data quality standards. • Identify and resolve data quality issues and implement controls to distinguish valid vs. invalid data used in decision-making. • Leverage Python and application knowledge to interact with and extract data from other systems. • Provide technical leadership through coaching and mentoring junior and mid-level data engineers, including code reviews, design feedback, and best-practice guidance. • Contribute to and help define data engineering standards, best practices, and documentation across the team. • Collaborate across teams to support day-to-day operational data needs and continuously improve data pipelines and processes.

• Draft, review, and negotiate SaaS agreements, vendor contracts, NDAs, partnership agreements, and other commercial documents • Partner closely with Sales, Partnerships, Technology, and Procurement to close deals efficiently while protecting company interests • Serve as the first point of contact for legal questions from HR, Security, Customer Success, Product, Marketing, and Partnerships • Monitor the legal inbox and manage signature authority workflows • Respond to inbound regulatory questions from customers and internal teams, with emphasis on payments and nonprofit/charitable fundraising requirements • Maintain and update company policies and internal legal documentation • Manage annual insurance renewals and broker relationships • Handle certificate of insurance (COI) requests from customers and partners • Manage relationships with outside counsel across the U.S. and Australia, including litigation, M&A, IP, and specialty matters • Support M&A transactions led by outside counsel, including NDAs, diligence coordination, document review, and post-closing integration • Coordinate with outside counsel on active matters, including class actions • Support HR and internal stakeholders on disputes, demand letters, and document collection

• Design and own a structured 30/60/90 onboarding program for new sales reps and account managers • Build clear milestones, certifications, and ramp tracking that give managers visibility into new hire progress • Establish a consistent framework for how RevTrak runs discovery, demos, and qualification across the team • Build playbooks for key selling scenarios: competitive objections, multi-stakeholder deals, and district finance buyer conversations • Partner with sales leadership to ensure methodology is coached and reinforced, not just documented • Build the scaffolding that makes managers better coaches — call scorecards, structured 1:1 frameworks, and call review cadences • Develop onboarding, expansion, and renewal playbooks for our five account managers • Ensure CS has the skills and materials to drive retention conversations and identify expansion opportunities early • Act as the traffic controller for existing sales and marketing content — ensuring reps can find and use what already exists, and partnering with Product Marketing to develop net-new materials where gaps exist • Build a reliable field feedback loop that surfaces what’s working and what’s breaking back to Product Marketing and product

• Leverage AI programming tools and software to design and implement creative solutions. • Develop small applications and prototypes that can be deployed within production environments. • Collaborate with team members to explore innovative approaches to problem solving. • Diagnose issues, troubleshoot errors, and implement bug fixes using AI-assisted workflows. • Enhance existing applications with new features and improvements. • Stay current with AI tools, practices, and advancements to ensure solutions are built on the latest capabilities.

• Assist the Cash Management team with daily client funding and receipts related to processing services • Validate and update check registers, matching online banking portals for both operating and processing funds • Book journal entries for check register items • Handle return resettlements, updating spreadsheets, and NOCs • Validate funding files against internal systems and process files • Checking and reviewing confirmation files • Assist in reconciliation of customer-related balance sheet accounts at month-end. • Translate and analyze data into reports and provide key billing and revenue reports to management • Update check registers/reconcile bank accounts and record activity in the accounting system daily • Perform day-to-day billing functions for multiple entities. This includes managing customer contracts, revenue recognition templates, billing schedules, and preparing and issuing invoices, with a high degree of accuracy. • Follow-up with customers on any questions or discrepancies related to invoicing by working with Client Success or Sales team members to resolve any issues or adjustments. • Manage accounts receivable aging and maintain within company targets by following-up with any customers with past due balances. • Assist other Finance team members in process improvements, risk mitigation, and ad-hoc projects. • Aid in the conversion of newly acquired entities into existing applications and processes. • Support and respond to any audit and tax requests as needed throughout the year. • Coordinate accounting and finance matters (e.g. contract renewals, termed customers, reports, etc.) with other departments and offices. • Assist with ad-hoc projects as requested.

• Prepare and/or meticulously review all journal entries, reconciliations, and supporting documentation to ensure compliance with GAAP and internal controls. • Lead the preparation of monthly, quarterly, and annual financial statements in accordance with GAAP, with a focus on monthly management reports, focusing on trend analysis and variance reporting for various product categories. • Act as the operational lead for the annual financial audit, responsible for coordinating the preparation of all audit schedules and ensuring the accuracy of supporting documentation provided to the auditors. • Manage timely filings for state/local taxes, business licenses, and regulatory requirements. • Develop, document, and implement accounting policies and internal controls to improve efficiency and scale with company growth. • Manage and optimize the accounts payable function, ensuring proper coding, approval, and timely payment processing, and accurate recording of expenses and liabilities. • Assist with ERP implementations or migrations and optimize current software to streamline workflows. • Research technical accounting topics and provide appropriate direction for the department. • Manage and mentor accounting staff, fostering a culture of cross-training and continuous process improvement. • Maintain technical knowledge by attending workshops, reviewing publications, and benchmarking best practices within professional networks.

• Lead senior management in financial planning and results management. • Work with other team members to understand revenue and cost drivers and define appropriate reports for tracking • Work with large data sets to generate robust monthly revenue reporting, delivering with actionable commentary for SLT • Identify, analyze, and track trends that impact financial performance. • Work with key leaders to identify actionable solutions • Manages annual revenue and expense budget process, working with key leaders to forecast results and presenting to SLT for consideration • Engages in multiple tasks simultaneously while meeting established goals and deadlines • Work with Data Systems and Insights team to develop new automated reporting and create efficiencies surrounding existing manual reporting • Design, develop, improve, and implement new processes and procedures and reports to ensure processes meet outcomes the business unit needs • Be readily available and willing to 'roll up your sleeves' to get things done and drive continuous process improvement

• Build and execute a strategic acquisition plan to generate new enterprise opportunities within large churches and denominational offices. • Proactively source, qualify, and develop new ministry prospects through outbound outreach, networking, events, and referral channels. • Lead discovery conversations to understand ministry challenges, operational needs, financial workflows, and technology gaps. • Deliver compelling solution presentations and proposals highlighting the value and ROI of ACST’s CHMS and payment ecosystem. • Advance opportunities through each stage of the sales cycle with strong pipeline discipline and an emphasis on predictable, high-quality execution. • Upon contract execution, facilitate a smooth and thorough transition of new customers to onboarding and ministry success teams, ensuring clarity around expectations, timelines, and scope. • Maintain strong market knowledge, competitive awareness, and understanding of large-church operating models. • Perform additional responsibilities as required to support sales and organizational objectives.