ZestyAI

• Translate product management, engineering, and business questions into structured analytical approaches, applying appropriate statistical, experimental, and data science methods to measure product performance and guide decision-making • Own data quality of ZestyAI data products • Spearhead product monitoring and quality assurance by designing and owning dashboards and KPIs • Develop automated ETL and data workflows • Iterate rapidly on everything; all of the above happens in a fast-paced business-driven environment that you must be comfortable with

• Explore data sources and develop new PropertyTech and InsurTech models using data science, including machine learning and deep learning. • Research, design, and implement deep learning algorithms and architectures that extract insights from imagery sources such as aerial imagery and geospatial data. • Lead the development of high-quality datasets for robust model training and evaluation. • Collaborate closely with cross-functional teams to understand requirements and translate product, engineering, and business constraints and questions into actionable data science problems. • Coach and provide feedback to members of the Data Science and Machine Learning team, fostering skill development and knowledge sharing.

• Serve as the central coordinator for complex enterprise opportunities from pricing through contract execution and customer handoff • Partner closely with Sales, Legal, Finance, and Customer Success to improve operational efficiency and execution quality across the customer lifecycle • Structure and review commercial terms for pricing integrity, scalability, and operational feasibility • Own and evolve key business workflows including approvals, contracting, pricing governance, exception management, and operational readiness • Identify bottlenecks, process gaps, and scaling risks across go-to-market operations and drive practical solutions • Support operational initiatives tied to customer onboarding, renewals, partner workflows, and cross-functional execution • Design and implement AI-first workflows and systems that reduce manual effort and compress cycle times • Build and deploy agentic solutions (AI agents, copilots, orchestration layers) to support operational decision-making and workflow execution • Use AI to augment business processes including pricing analysis, workflow routing, contract generation, knowledge retrieval, and operational monitoring • Continuously evolve processes toward adaptive, self-improving systems rather than static workflows • Partner cross-functionally to integrate automation into core business operations • Act as a force multiplier by increasing organizational leverage without linear process overhead • Support high-impact operational and strategic initiatives across the business as company needs evolve • Help drive cross-functional initiatives related to: • Pricing and monetization strategy • Customer contracting and commercial operations • Operational readiness for new products or workflows • Partner and vendor operational processes • Customer onboarding and lifecycle optimization • Internal knowledge management and workflow standardization • KPI definition and operational reporting • AI enablement across business functions • Help leadership identify opportunities to simplify operations, improve scalability, and increase organizational effectiveness • Contribute to special projects that sit at the intersection of strategy, operations, and execution

• Serve as the central coordinator for complex enterprise opportunities from pricing through contract execution and customer handoff • Partner closely with Sales, Legal, Finance, and Customer Success to improve operational efficiency and execution quality across the customer lifecycle • Structure and review commercial terms for pricing integrity, scalability, and operational feasibility • Own and evolve key business workflows including approvals, contracting, pricing governance, exception management, and operational readiness • Identify bottlenecks, process gaps, and scaling risks across go-to-market operations and drive practical solutions • Support operational initiatives tied to customer onboarding, renewals, partner workflows, and cross-functional execution • Design and implement AI-first workflows and systems that reduce manual effort and compress cycle times • Build and deploy agentic solutions (AI agents, copilots, orchestration layers) to support operational decision-making and workflow execution • Use AI to augment business processes including pricing analysis, workflow routing, contract generation, knowledge retrieval, and operational monitoring • Continuously evolve processes toward adaptive, self-improving systems rather than static workflows • Partner cross-functionally to integrate automation into core business operations • Act as a force multiplier by increasing organizational leverage without linear process overhead • Support high-impact operational and strategic initiatives across the business as company needs evolve • Help drive cross-functional initiatives related to: • Pricing and monetization strategy • Customer contracting and commercial operations • Operational readiness for new products or workflows • Partner and vendor operational processes • Customer onboarding and lifecycle optimization • Internal knowledge management and workflow standardization • KPI definition and operational reporting • AI enablement across business functions • Help leadership identify opportunities to simplify operations, improve scalability, and increase organizational effectiveness • Contribute to special projects that sit at the intersection of strategy, operations, and execution

• Own the product and feature development lifecycle from inception to launch in the field of machine learning, large language models, and computer vision • Build the analytics and model development roadmap of data and risk solutions by researching and analyzing various sources of information • Discover and translate data into tractable data science questions and engineering specifications to guide strategic decision making • Work closely with data scientists and software engineers as a key member of the product development team • Act as the model owner and subject matter expert when interfacing with Regulators and Customers • Iterate rapidly on everything; all of the above happens in a fast-paced business-driven environment that you must be comfortable with • Work with our customers to understand complex workflows and pain points and find solutions to the problems

• Own full-cycle outbound recruiting across Go-to-Market roles (Sales, Customer Success, Risk Analytics, Marketing) • Recruit for Engineering, Data Science, Machine Learning, Technical Product Management, and AI and emerging agentic AI roles • Serve as a domain expert in Insurtech talent and build strong, proactive pipelines • Partner with hiring leaders to translate complex technical and business requirements into high-quality candidate slates • Support and enhance inbound screening processes across functions • Leverage AI tools and automation to improve recruiting efficiency and effectiveness • Build talent maps across the Insurtech ecosystem, including carriers, MGAs, startups, and adjacent AI and SaaS companies • Provide market intelligence on compensation trends and competitive talent landscapes • Represent ZestyAI professionally and credibly to senior technical, product, and commercial candidates

• Lead the monthly, quarterly, and annual multi-entity close process; produce accurate consolidated GAAP financial statements (P&L, Balance Sheet, Cash Flow) • Managing outsourced bookkeeping • Develop accounting policies, SOPs, and internal controls • Manage/oversee AP, AR, payroll accounting, reconciliations • Maintain reconciliations, schedules, and documentation at audit-ready standards • Own revenue recognition policy and execution (including complex data licensing and multi-element contracts) • Partner with Go-To-Market and Legal to ensure contract structures align with accounting treatment • Maintain deferred revenue schedules and ensure billing, collections, and reporting are clean and reconciled • Design and implement scalable internal controls • Prepare the company for financial audits and future diligence • Partner cross-functionally to ensure control maturity aligns with growth • Build documentation and workflows that support compliance and enterprise customer requirements • Lead the accounting systems roadmap (ERP, close tools, bill pay, spend management) • Leverage automation to reduce manual journal entries and reconciliation work • Identify and implement AI agents or workflows to assist with: • Reconciliations • Contract review • Close checklists • Policy drafting • Variance analysis • Establish an 'automation-first' mindset across the finance function • Manage outsourced bookkeeping, tax, payroll, and other accounting support • Establish clear service standards and quality expectations • Ensure outsourced workflows integrate seamlessly with internal systems • Oversee AP/AR workflows and improve billing and collections rigor • Strengthen working capital management • Support cash forecasting accuracy through clean accounting data

• Partner with Account Executives, Sales Leadership, and other internal stakeholders to support and guide complex deal proposals, structuring, pricing, and commercial terms. • Act as the go-to expert for deal related queries. • Provide timely support to ensure the sales cycle progresses efficiently and effectively. • Identify and drive improvements in deal review workflows, approval processes, and sales tools to reduce friction and increase velocity. • Ensure deals adhere to internal pricing guidelines, legal standards, and financial policies. • Work closely with Legal and Finance to manage exceptions and escalate appropriately. • Accurate and timely quote/opportunity generation, order forms, and other documentation throughout the sales process. • Accurate and timeline NDA and master ordering agreement drafting, including support through the contract process. • Deliver actionable insights on deal performance, discounting trends, approval cycle times, and process bottlenecks to sales leadership. • Work with Product, Marketing, and Customer Success to ensure deal strategies align with customer needs, product capabilities, and company goals

• Lead execution of ABM programs across named accounts and broader segments — email sequences, personalized landing pages, account assets, presentations, and enablement content that helps Sales build credibility and win deals • Write and build segmented email programs — nurture sequences, webinar and content promotions, and re-engagement programs — across MailChimp, ActiveCampaign, or equivalent • Own the strategy and execution of our monthly executive-facing newsletters — coordinating stakeholders, drafting content, managing layout and distribution • Build and optimize campaign landing pages in Unbounce or equivalent, including personalized and dynamic pages • Manage LinkedIn Ads and other paid media day-to-day — performance pulls, optimization recommendations, and publisher coordination • Partner directly with BD and Sales on named account outreach cadence and pipeline-aligned program touches • Deliver clear, data-backed program reporting to Sales and Marketing leadership

• Own the full cycle for SMB/mid-market (and targeted enterprise "fast-track") opportunities. • Partner with other GTM stakeholders on targeted sequences and drive your own pipeline. • Deliver value-led demos and lightweight POCs/sandboxes. • Run discovery tailored to sophisticated insurance buyers to identify compelling use cases. • Be the voice of the customer to Product and Marketing. • Forecast accurately in Salesforce and maintain hygienic pipeline with clear next steps.