Wishpond (TSXV:WISH)

• Daily monitoring of cash balances across all entities • Bank matching and Xero reconciliations across all entities • Payment setup: AP runs, contractor payments, affiliate payments, wire and ACH/EFT setup • Virtual credit card management, monitoring and allocating charges, and ensuring correct entity coding • Senior lender certificate preparation • Master bank reconciliation maintenance across all entities • Managing the multi-entity intercompany allocation model, including people cost, software, subcontractor, SDR, and insurance allocations • Preparing and posting journal entries across all entities: accrued liabilities, prepaid expenses, revenue reclasses, affiliate payments, and expense allocations • Revenue entries and period-end reconciliations across all business units • Stock-based compensation journal entries and SBC expense schedule maintenance • Variance analysis preparation and comment clearing for all entities monthly • Aged payables review and follow-up • Accrual reversal accuracy review and accruals breakdown • Software subscription expense analysis and FP&A close support • Quarterly GST preparation and filing for all entities • Monthly US sales tax accrual and quarterly sales tax analysis (Canada and US) • Monthly and quarterly balance sheet reconciliations • FX forward contract monitoring and fair value assessment at period end • Annual audit support, working papers and audit evidence packages for both companies • Quarterly consolidation support, consolidated trial balance and related party schedules • Certain people cost, commissions, and payment preparation and reconciliations across entities • Proactively identifying and implementing AI-assisted workflows and automations to improve the efficiency, accuracy, and scalability of Finance operations • Supporting the development and maintenance of automated workbooks and reporting tools across the Finance function • Other duties as assigned

• Lead, coach, and develop a team of 5–8 Account Managers, setting the standard for client communication, campaign quality, and ROI delivery. • Develop your people into stronger operators, you make the team around you better, and you're the person they turn to when it gets hard. • Build a culture of accountability, collaboration, and continuous improvement. • Run kickoff calls for new clients, set clear expectations, align on budgets, and establish the strategic foundation and ROI benchmarks for the engagement. • Partner with the ads team to turn that strategy into an executable campaign plan, and deliver it to the client with confidence. • Be the senior voice clients hear at the most important moment in the relationship, and stay close to strategy as the engagement evolves. • Own the client experience across your portfolio; every client should see clear, demonstrable ROI and a strong reason to grow with us. • Keep a pulse on account health and act early, turning data and client signals into proactive strategy adjustments. • Spot patterns across your team and drive improvements to how your team delivers results, not just one-off fixes. • Lead your team in using our full AI tool stack to deliver high-quality work at a pace traditional agencies can't match. • Own the quality bar on AI-assisted assets, copy, and reporting before anything reaches a client. • Stay ahead of what's possible with AI, bring new applications and workflows to the team as the tools evolve. • Contribute to the broader evolution of Wishpond's service model, processes, and standards. • Other duties as assigned.

• Exclusively manage a portfolio of high-value PersistIQ clients, including Kick Off Calls (KOCs), deeply understanding their business goals and translating them into effective B2B email outreach strategies with defined, measurable outcomes. • Co-own strategy, planning, and performance discussions for key accounts, acting as a strategic partner to both clients and the Senior Account Director. • Proactively track campaign performance against agreed benchmarks (open rates, reply rates, meetings booked, pipeline generated), adjust strategies, and identify growth opportunities to ensure clients consistently achieve and exceed their outreach objectives. • Serve as a senior advisor and coach to junior and mid-level Account Managers, sharing best practices and fostering their development. • Assist the Senior Account Director in training new Account Managers, accelerating their time-to-productivity and integration into the team. • Lead client meetings, presentations, and strategic reviews, especially when the Senior Account Director is unavailable, ensuring seamless communication and continuity. • Execute and optimize B2B email outreach campaigns, including drafting and reviewing copy, sourcing and validating lead data from multiple channels, and identifying new targeting opportunities. Collaborate closely with other departments to ensure alignment with client strategy and consistently high-quality delivery. • Leverage a best-in-class AI tool suite daily (e.g., ChatGPT, Claude, Gemini, Clay, Notebook LM, Gamma, etc.) to produce high-quality campaign assets, ad copy, creative concepts, lead enrichment and strategic briefs with unparalleled efficiency. • Consistently bring strategic insights and proactive recommendations to clients, moving beyond reporting to drive measurable business impact and pipeline growth. • Handle difficult conversations, underperforming campaigns, and complex client challenges with confidence, transparency, and a solution-oriented approach, and assist Account Managers on this, especially when the Senior Account Director is unavailable. • Other duties as assigned, reflecting the evolving needs of our high-growth environment.

• Manage a high‑volume book of SMB and mid‑market accounts • Drive engagement through scaled touchpoints rather than manual check‑ins • Prioritize accounts based on health, risk, and opportunity • Ensure customers launch successfully and reach early time‑to‑value • Monitor usage and proactively intervene when accounts stall • Partner with onboarding to ensure smooth, consistent handoffs • Design and execute scalable programs such as email sequences, webinars, and in‑app engagement flows • Build repeatable playbooks for onboarding, adoption, and renewal • Continuously improve processes to support more customers efficiently • Identify at‑risk accounts early using health signals • Take proactive action to reduce churn and improve customer outcomes • Support renewal motions through ongoing engagement and value reinforcement • Use tools like Vitally, Intercom, and CRM data to manage your book • Track key KPIs including adoption, engagement, churn risk, and retention • Share insights with the team to improve product, processes, and customer experience • Other duties as assigned.

• Exclusively manage a portfolio of high-value and VIP clients, deeply understanding their business goals and translating them into advanced marketing strategies with defined, measurable outcomes. • Co-own strategy, planning, and performance discussions for key accounts, acting as a strategic partner to both clients and the Account Director. • Proactively track performance against agreed benchmarks, adjust strategies, and identify growth opportunities to ensure VIP clients consistently achieve and exceed their marketing objectives. • Serve as a senior advisor and coach to junior and mid-level Account Managers, sharing best practices and fostering their development. • Assist the Account Director in training new Account Managers, accelerating their time-to-productivity and integration into the team. • Lead client meetings, presentations, and strategic reviews, especially when the Account Director is unavailable, ensuring seamless communication and continuity. • Design and execute comprehensive digital marketing campaigns across paid social, Google Ads, email, content, and landing pages, demonstrating mastery and innovation. • Leverage a best-in-class AI tool suite daily (e.g., ChatGPT Teams, Claude, Canva Teams, Adobe Firefly, Midjourney, Runway ML, Surfer SEO, CapCut) to produce high-quality campaign assets, ad copy, creative concepts, and strategic briefs with unparalleled efficiency. • Consistently bring strategic insights and proactive recommendations to clients, moving beyond status updates to drive tangible business impact. • Handle difficult conversations and complex client challenges with confidence, honesty, and a solution-oriented approach. • Other duties as assigned.

• Create detailed, comprehensive and well-structured test plans and cases • Estimate, prioritize, plan and coordinate testing activities • Design, develop and improve test processes, including setting up test environments and tools, to maximize the efficiency and effectiveness of release test cycles • Design, develop, execute test cases, analyze results and create test reports to track results • Identify, record and document bugs • Perform thorough regression testing when bugs are resolved • Work with the Development Team to collect software requirements and update test cases • Other duties as assigned

• Own and lead all go-to-market strategy and execution for SalesCloser.ai • Partner with Product to translate roadmap and releases into clear positioning, messaging, and GTM plans • Work closely with Sales to enable success through playbooks, talk tracks, training, and competitive insights • Collaborate with Marketing to ensure campaigns, messaging, and content align with product value and target segments • Analyze market trends, customer insights, and competitive landscape to inform strategy and identify opportunities • Define, track, and optimize GTM performance metrics, including adoption, pipeline impact, and revenue contribution • Ensure cross-functional alignment and readiness before, during, and after product launches • Build and manage GTM processes, timelines, and documentation • Develop strong relationships with internal stakeholders, partners, and key customers • Drive continuous improvement in how we bring products to market • Other duties as assigned.

• Assist the Director of Sales with ad hoc strategic and operational tasks, including preparing reports, analyzing pipeline performance, and supporting cross‑departmental initiatives. • Provide coaching and guidance to select Account Executives as required, reinforcing best practices in prospecting, discovery, demo delivery, and deal management to improve overall team performance. • Introduce Wishpond’s solutions to business owners in your assigned territory and take full accountability for managing all phases of the sales cycle from prospecting, discovery, and demo to close • Work closely with the marketing, partner success, and account management departments to learn about the product and the value we offer to existing and prospective clients • Build a pipeline through successful outbound calls, email communications, and events. • Meeting and exceeding sales quotas and metrics • Proactively and diligently maintain up-to-date knowledge of marketing initiatives and leverage them in all sales cycle opportunities • Act as the evangelist of not only Wishpond products and services but also of the overall brand and reputation of the Company • Maintain credible, trusted relationships with all internal and external stakeholders, prospective and existing customers • Working collaboratively with account management to ensure the successful onboarding of new customers • Weekly accountability for reporting activities, opportunity development and forecasting, data updates, and accuracy in the CRM system • Other duties as assigned

• Build and maintain training modules covering campaign strategy, client asset creation, and AI-powered workflow tools • Develop playbooks and reference guides AMs can use day-to-day • Create assessments to track learning and readiness before AMs take on client work independently • Lead onboarding training for all new Account Manager hires • Run ongoing skill development sessions for the existing AM team • Partner with Account Directors to identify skill gaps and prioritize training topics • Train AMs to build client strategies and campaign plans (transitioning this work from Account Directors) • Coach AMs on using AI tools to produce client-ready assets faster and at higher quality • Develop a repeatable framework AMs can follow for strategy and campaign builds • Other duties as assigned.

• Manage a portfolio of B2B client accounts, acting as the main point of contact. • Understand client goals and translate them into actionable briefs for the fulfilment teams. • Collaborate with SDRs, Lead Gen, and copywriting specialists to deliver integrated campaigns. • Track campaign results, assess performance, and present insights in accessible client reports. • Proactively identify risks, suggest improvements, and find upsell opportunities. • Build strong client relationships through clear, consistent, and strategic communication. • Ensure deliverables are completed on time, within budget, and meet client expectations. • Perform other duties as assigned.