WM Partners, LP

• Own the end-to-end lifecycle marketing strategy and roadmap across email, SMS, subscription, loyalty, post-purchase journeys, etc.. • Define KPIs, report on performance, identify insights, run effective tests, make recommendations, and deliver tangible performance improvements • Identify key gaps and improvement opportunities and build the initiative roadmap • Prioritize goals and initiatives effectively to focus on the most impactful opportunities • Ensure initiatives and outcomes are aligned with overall company goals and targets • Develop an impactful Email / SMS strategy including KPIs, goals, and priorities • Define the end-to-end customer communication strategy (e.g., onboarding, retention, replenishment, up/cross-sell, win back, re-engagement, cart-abandonment, reminders) • Manage the Email and SMS team to deliver high quality campaign / flow development and execution in Klaviyo • Define segments and build personalized journeys that deliver incremental performance • Use data driven insights to improve performance and communicate key insights, results, and priorities effectively to the leadership team • Collaborate effectively with the Brand / Creative teams to develop high quality briefs and output align with both performance brand objectives • Proactively track market best practices, new AI capabilities & tools, and industry trends to deliver best in class outcomes • Balance promotional, educational, product-focused, and lifecycle messaging to drive revenue while protecting customer trust. • Streamline workflows, briefing, reporting, QA, and lifecycle operations for speed, accuracy, and scale. • Develop a high impact subscription, loyalty, and post purchase strategy to drive effective financial and customer outcomes • Manage the retention team on CRM execution for subscription touchpoints, including subscriber messaging, add-ons, cancellation prevention, churn reduction, and retention. • Support loyalty and rewards communications, repeat-purchase nudges, customer education, and winback opportunities. • Build product-specific education journeys that reinforce product value, usage, routines, and reasons to continue. • Develop segmentation and A/B testing strategies across audiences, subject lines, send timing, offers, creative, messaging, and automated journeys. • Analyze weekly performance across email, SMS, automated flows, subscription touchpoints, and lifecycle campaigns. • Track key metrics including revenue, conversion, click rate, open rate, unsubscribe rate, repeat purchase, subscription conversion, churn signals, deliverability, and LTV. • Build an effective measurement and incrementality testing capability and collaborate closely with acquisition to ensure full-funnel alignment • Partner with Analytics and Finance to connect CRM activity to customer behavior, retention outcomes, revenue, and business performance. • Lead the customer support team to support overall customers and business goals (including marketing and operations priorities) • Build a AI enabled function that balances customer outcomes, compliance requirements, and business priorities in an impactful and cost effective manner

• Define Performance Creative Strategy • Develop and lead paid ad creative strategy across key marketing platforms with an initial focus on Meta and TikTok • Track creative trends across platforms, competitors, and other relevant brands and generate net new creative ideas based on novel concepts • Ensure close alignment between performance creative and brand strategy / guidelines to ensure ad content helps drive both marketing and brand objectives • Build and Manage Performance Creative Process • Build and manage a structured performance creative process ensuring close collaboration and alignment across marketing and creative teams • Lead research on customer insights, reviews, objections, product benefits, and competitive actions that lead to the generation of high-performing creative ideas. • Develop paid ad concepts, hooks, angles, scripts, and creative briefs that enable other stakeholders to consistently deliver high quality assets with high velocity • Use AI tools and workflows to track, evaluate, generate, and iterate ad creatives and consistently stay up to date on new tools and capabilities that drive improvement • Ensure ad content is aligned with brand and legal / compliance requirements whether AI or human generated • Develop and improve feedback loops between acquisition, retention, ecomm, creative, customer support, and other teams to drive continuous improvement • Maintain a clear creative testing library with learnings, winners, losers, and next-step recommendations. • Run Analysis, Generate Insights, Drive Improvements • Analyze ad performance across key metrics including CTR, CVR, CAC, CPA, ROAS to identify opportunities / issues and use insights to improve strategy, process, and creative • Ensure clarity and aligned on channel, audience, and product priorities and manage budgets, ad quality / quantity, and performance outcomes accordingly • Distill insights into executive level updates and recommendations

• Partner with the CEO to ensure the strategy is communicated, implemented, tracked, and delivered effectively • Drive annual and quarterly strategic planning cycles including preparing materials, tracking execution of key deliverables, leading offsites / key meetings, and proactively escalating opportunities and risks • Track performance against key metrics and OKRs and help ensure all targets are achieved • Synthesize data and performance into clear insights and recommendations for the CEO • Lead and deliver priority strategic initiatives including new function development, product development, channel expansion, market expansion, and AI results delivery • Work closely with leadership team members accountable for delivering other priority strategic initiatives to ensure effective cross-functional collaboration and CEO visibility of progress and emerging issues • Help ensure AI initiatives translate into tangible and cost-effective business performance improvements and ensure effective governance of AI tools, workflows, and investments across both the US and EU • Build and lead the Product function across three main pillars of (i) Product Strategy & Insights (ii) Research & Development (iii) Go To Market • Identify key market, consumer, competitor, and health trends through primary and secondary research and use these insights to develop and iterate Primal Harvest’s product strategy • Lead an internal and external R&D team to develop efficacious, high NPS, margin accretive products customized to local regulations across the US and EU markets • Lead the Go To Market (GTM) process from product strategy through launch and post launch retrospectives, ensuring effective collaboration across all internal and external stakeholders • Support the CEO to ensure that company priorities are executed effectively by the rest of the leadership team and organization and any issues / roadblocks are identified, escalated, and resolved promptly • Manage the leadership operating cadence to ensure the right meetings happen, with the people and information, at the right moments – remove bottleneck and escalate issues • Identify ways to improve and evolve the operating model as the business grows over time • Help drive culture impacting initiatives including employee surveys, all-hands, events • Support board and investor preparation, including materials, insights, and key narratives • Ensure US and European teams are aligned around shared priorities, tools, and ways of working and maintain effective communication practices consistently deliver aligned results

• WM Partners is seeking a Commercial Director who embodies the spirit of a builder, an innovator, and a brand champion—someone who not only knows how to scale consumer brands, but who lives the values behind them. • Reporting directly to Michael Marquis, Executive Managing Director, this leader will architect the commercial capabilities required to unlock value across the entire portfolio. • This role is not for someone who wants to operate within rigid boundaries or traditional corporate structures. • You will define how WM Partners drives growth—through digital marketing excellence, brand development, consumer insight, performance analytics, agency optimization, and commercial readiness for both current brands and future acquisitions. • Build and institutionalize nimble, entrepreneurial commercial capabilities that elevate all portfolio companies. • Design playbooks, frameworks, and systems that teams can adopt quickly—even with limited resources or emerging infrastructure. • Diagnose commercial gaps and deploy practical, high-impact solutions that drive immediate and sustained value. • Lead brand identity, position, and growth strategy development, ensuring alignment with consumer needs and authentic wellness values. • Ensure each brand has a clear, differentiated, emotionally resonant story—one that team members themselves believe and embody. • Shape omnichannel growth strategies (DTC, Amazon, retail, international). • Establish world-class digital performance systems across paid media, CRM, lifecycle marketing, content, and eCommerce optimization. • Champion data-driven decision-making, KPI development, and real-time performance dashboards. • Build robust consumer insight capabilities—segmentation, journey mapping, research, and analytics. • Translate consumer data into breakthrough creative strategy, product positioning, and marketing activation. • Source and evaluate best-fit agencies for digital, creative, brand, research, and commercial operations. • Hold partners accountable to results—not activity—and ensure excellent ROI. • Create standardized KPI frameworks adopted by all portfolio brands. • Develop dashboards that enable predictive insight, early risk detection, and consistent value-creation focus. • Lead the commercial diligence workstream during acquisitions, including assessment of brand strength, consumer traction, digital maturity, marketing efficiency, and operational scalability. • Identify value-creation levers and risks with a builder’s, not a banker’s, mindset. • Inspire portfolio leaders with contagious energy, optimism, creativity, and belief in what our brands can become. • Ask bold, unconventional questions that challenge assumptions. • Model the culture WMP is choosing to build: courageous, entrepreneurial, collaborative, and purpose-driven.

• Act as the face of Jade Leaf Matcha for our NYC-based matcha truck sampling program (June–July) • Develop and execute a social media strategy to generate buzz, excitement, and foot traffic to the truck • Create engaging, on-brand content (TikTok, Instagram, etc.) during events • Assist with on-the-ground execution of sampling events, including customer engagement and brand storytelling • Collaborate with the marketing team to amplify reach through influencers, partnerships, and real-time content • Identify and prospect local cafés, coffee shops, and specialty grocery stores in NYC • Support outreach efforts to introduce and position Jade Leaf Matcha products • Assist in developing pitch materials and outreach strategies • Track leads, conversations, and progress toward placements • Provide feedback and insights on market trends and customer needs • Assist with content creation and approval workflows • Support social media strategy and execution, including trend research and ideation • Help manage and grow affiliate and influencer partnerships • Contribute to campaign brainstorming and execution across channels

About Jade Leaf Matcha  At Jade Leaf Matcha, we’re redefining how people fuel their day. Our premium, organic matcha is sourced directly from trusted family-owned farms in Japan and crafted for clean energy, great taste, and real impact. Since 2014, we’ve brought authentic matcha to every cup at a fair price.  From café-worthy lattes to daily wellness rituals, our products power modern lifestyles—and our brand momentum is growing fast. We’re a team of builders, creatives, and problem-solvers who move quickly, think boldly, and care deeply about quality and community. If you’re excited about building brands people love and want to make your mark in a high-growth environment, you’ll feel right at home here. Join us, and help shape a brand people love while making a meaningful impact—from farm to tea master to every sip.  Workplace  Remote – New York City  This is a 3-month contract role. About the Role  We are seeking a highly motivated, creative, and entrepreneurial Marketing Intern based in New York City to support key brand initiatives and drive local market growth. This role blends brand marketing, content creation, and grassroots sales, offering hands-on experience across multiple aspects of a high-growth CPG company.  The intern will own two primary projects while also supporting the broader marketing team across content, social media, and affiliate initiatives.    What You’ll Do  1. Matcha Truck Brand Ambassador (Primary Project)  - Act as the face of Jade Leaf Matcha for our NYC-based matcha truck sampling program (June–July)   - Develop and execute a social media strategy to generate buzz, excitement, and foot traffic to the truck   - Create engaging, on-brand content (TikTok, Instagram, etc.) during events   - Assist with on-the-ground execution of sampling events, including customer engagement and brand storytelling   - Collaborate with the marketing team to amplify reach through influencers, partnerships, and real-time content  2. Local Market Expansion (Sales + Marketing Project)  - Identify and prospect local cafés, coffee shops, and specialty grocery stores in NYC   - Support outreach efforts to introduce and position Jade Leaf Matcha products   - Assist in developing pitch materials and outreach strategies   - Track leads, conversations, and progress toward placements   - Provide feedback and insights on market trends and customer needs  3. General Marketing Support  - Assist with content creation and approval workflows   - Support social media strategy and execution, including trend research and ideation   - Help manage and grow affiliate and influencer partnerships   - Contribute to campaign brainstorming and execution across channels

About Jade Leaf Matcha  At Jade Leaf Matcha, we’re redefining how people fuel their day. Our premium, organic matcha is sourced directly from trusted family-owned farms in Japan and crafted for clean energy, great taste, and real impact. Since 2014, we’ve brought authentic matcha to every cup at a fair price.  From café-worthy lattes to daily wellness rituals, our products power modern lifestyles—and our brand momentum is growing fast. We’re a team of builders, creatives, and problem-solvers who move quickly, think boldly, and care deeply about quality and community. If you’re excited about building brands people love and want to make your mark in a high-growth environment, you’ll feel right at home here. Join us, and help shape a brand people love while making a meaningful impact—from farm to tea master to every sip.  Workplace  Remote – New York City  This is a 3-month contract role. About the Role  We are seeking a highly motivated, creative, and entrepreneurial Marketing Intern based in New York City to support key brand initiatives and drive local market growth. This role blends brand marketing, content creation, and grassroots sales, offering hands-on experience across multiple aspects of a high-growth CPG company.  The intern will own two primary projects while also supporting the broader marketing team across content, social media, and affiliate initiatives.    What You’ll Do  1. Matcha Truck Brand Ambassador (Primary Project)  - Act as the face of Jade Leaf Matcha for our NYC-based matcha truck sampling program (June–July)   - Develop and execute a social media strategy to generate buzz, excitement, and foot traffic to the truck   - Create engaging, on-brand content (TikTok, Instagram, etc.) during events   - Assist with on-the-ground execution of sampling events, including customer engagement and brand storytelling   - Collaborate with the marketing team to amplify reach through influencers, partnerships, and real-time content  2. Local Market Expansion (Sales + Marketing Project)  - Identify and prospect local cafés, coffee shops, and specialty grocery stores in NYC   - Support outreach efforts to introduce and position Jade Leaf Matcha products   - Assist in developing pitch materials and outreach strategies   - Track leads, conversations, and progress toward placements   - Provide feedback and insights on market trends and customer needs  3. General Marketing Support  - Assist with content creation and approval workflows   - Support social media strategy and execution, including trend research and ideation   - Help manage and grow affiliate and influencer partnerships   - Contribute to campaign brainstorming and execution across channels

About Jade Leaf Matcha  At Jade Leaf Matcha, we’re redefining how people fuel their day. Our premium, organic matcha is sourced directly from trusted family-owned farms in Japan and crafted for clean energy, great taste, and real impact. Since 2014, we’ve brought authentic matcha to every cup at a fair price.  From café-worthy lattes to daily wellness rituals, our products power modern lifestyles—and our brand momentum is growing fast. We’re a team of builders, creatives, and problem-solvers who move quickly, think boldly, and care deeply about quality and community. If you’re excited about building brands people love and want to make your mark in a high-growth environment, you’ll feel right at home here. Join us, and help shape a brand people love while making a meaningful impact—from farm to tea master to every sip.  Workplace  Remote – New York City  This is a 3-month contract role. About the Role  We are seeking a highly motivated, creative, and entrepreneurial Marketing Intern based in New York City to support key brand initiatives and drive local market growth. This role blends brand marketing, content creation, and grassroots sales, offering hands-on experience across multiple aspects of a high-growth CPG company.  The intern will own two primary projects while also supporting the broader marketing team across content, social media, and affiliate initiatives.    What You’ll Do  1. Matcha Truck Brand Ambassador (Primary Project)  - Act as the face of Jade Leaf Matcha for our NYC-based matcha truck sampling program (June–July)   - Develop and execute a social media strategy to generate buzz, excitement, and foot traffic to the truck   - Create engaging, on-brand content (TikTok, Instagram, etc.) during events   - Assist with on-the-ground execution of sampling events, including customer engagement and brand storytelling   - Collaborate with the marketing team to amplify reach through influencers, partnerships, and real-time content  2. Local Market Expansion (Sales + Marketing Project)  - Identify and prospect local cafés, coffee shops, and specialty grocery stores in NYC   - Support outreach efforts to introduce and position Jade Leaf Matcha products   - Assist in developing pitch materials and outreach strategies   - Track leads, conversations, and progress toward placements   - Provide feedback and insights on market trends and customer needs  3. General Marketing Support  - Assist with content creation and approval workflows   - Support social media strategy and execution, including trend research and ideation   - Help manage and grow affiliate and influencer partnerships   - Contribute to campaign brainstorming and execution across channels

• Lead the investigation and resolution of complex customer deductions, including chargebacks, pricing errors, returned goods, promotional discrepancies, and other financial disputes. • Review and analyze large volumes of deduction data, including customer contracts, invoices, shipping documents, and payment histories, to resolve issues promptly and accurately. • Act as the escalation point for challenging deductions and disputes, working directly with customers and internal teams to resolve issues that cannot be handled by junior staff. • Provide guidance on complex deduction issues and collaborate with the team to develop best practices and improve overall team performance. • Serve as the primary point of contact for key customers regarding deduction disputes, ensuring timely and effective resolution. • Build and maintain strong relationships with key customers, including negotiating favorable outcomes and preventing future deduction issues. • Collaborate with sales and customer service teams to ensure consistent communication with customers and address concerns proactively. • Prepare and present comprehensive deduction reports to senior management, analyzing trends, identifying root causes, and recommending improvements. • Conduct in-depth analysis of deductions to identify recurring patterns or systemic issues that may require changes to processes or agreements. • Monitor the effectiveness of resolution strategies and provide data-driven insights to senior leadership to improve operational efficiency. • Drive the development and implementation of new processes, policies, and tools to enhance deduction management efficiency, reduce chargebacks, and minimize financial risk. • Identify and lead initiatives to streamline deduction processes, leveraging technology and best practices to improve team performance and customer satisfaction. • Work cross-functionally with the finance, sales, and operations teams to improve the accuracy of invoicing, shipment tracking, and other processes that impact deductions. • Ensure that all deduction activities are compliant with internal controls, company policies, and customer agreements. • Work closely with the finance team to ensure that deductions are properly recorded in the financial system and reconciled in a timely manner. • Assist in audit preparation, ensuring all deduction-related documentation is accurate, complete, and compliant with accounting standards and regulations.

About Wellmore Holdings  Wellmore Holdings owns and operates a portfolio of clean, fast-growing brands across several health and wellness categories, including sports nutrition, plant-based protein, collagen, teas, and superfoods. Owned by WM Partners, the Wellmore portfolio of brands includes Vega, Great Lakes Wellness, Jade Leaf Matcha, and FGO (From Great Origins).     Wellmore is committed to making clean, great-tasting products that improve the health and wellbeing of our consumers and the planet! It is the people that make us who we are: a diverse community of ambitious humans working tirelessly to make a positive impact on the planet, on people, and on the communities, we live in. Learn more at getwellmore.com   This position is a one-year contract role.   About the Role  The Deductions Lead will manage and resolve high-value and complex customer deductions, including chargebacks, pricing discrepancies, returns, and other billing issues. This position requires an advanced understanding of deduction processes, strong analytical skills, and the ability to drive process improvements. The Deductions Lead will also mentor junior team members and collaborate with cross-functional departments to ensure effective resolution and accurate financial reporting.    What You Will Do  - Lead the investigation and resolution of complex customer deductions, including chargebacks, pricing errors, returned goods, promotional discrepancies, and other financial disputes.  - Review and analyze large volumes of deduction data, including customer contracts, invoices, shipping documents, and payment histories, to resolve issues promptly and accurately.  - Act as the escalation point for challenging deductions and disputes, working directly with customers and internal teams to resolve issues that cannot be handled by junior staff.  - Provide guidance on complex deduction issues and collaborate with the team to develop best practices and improve overall team performance.  - Serve as the primary point of contact for key customers regarding deduction disputes, ensuring timely and effective resolution.  - Build and maintain strong relationships with key customers, including negotiating favorable outcomes and preventing future deduction issues.  - Collaborate with sales and customer service teams to ensure consistent communication with customers and address concerns proactively.  - Prepare and present comprehensive deduction reports to senior management, analyzing trends, identifying root causes, and recommending improvements.  - Conduct in-depth analysis of deductions to identify recurring patterns or systemic issues that may require changes to processes or agreements.  - Monitor the effectiveness of resolution strategies and provide data-driven insights to senior leadership to improve operational efficiency.  - Drive the development and implementation of new processes, policies, and tools to enhance deduction management efficiency, reduce chargebacks, and minimize financial risk.  - Identify and lead initiatives to streamline deduction processes, leveraging technology and best practices to improve team performance and customer satisfaction.  - Work cross-functionally with the finance, sales, and operations teams to improve the accuracy of invoicing, shipment tracking, and other processes that impact deductions.  - Ensure that all deduction activities are compliant with internal controls, company policies, and customer agreements.  - Work closely with the finance team to ensure that deductions are properly recorded in the financial system and reconciled in a timely manner.  - Assist in audit preparation, ensuring all deduction-related documentation is accurate, complete, and compliant with accounting standards and regulations.