• Play a key role and provide input in creating and maintaining, based on regulatory, accreditation, and organizational requirements, policies and procedures defining the completion of all department functions • Oversee daily operations to ensure team work assignments are completed within established turnaround times and in accordance with department policies and procedures • Monitor team dashboards, review and analysis of productivity reporting, completion of quality audits and other data to monitor individual and team performance • Maintain expertise on department tools and platforms to inform analysis • Analyze data to identify performance trends/opportunities for improvement and work with data analytics regularly • Create corrective action plans or performance improvement plans to address identified opportunities • Drive a culture of accountability and recognition that aligns with department objectives • Provide coaching, development and performance management to frontline staff and leaders

• Partner with the Marketing Lead to shape engagement strategy, then directly execute and iterate on programs to bring that strategy to life. • Own the lifecycle marketing engagement strategy for brokers across the full broker journey, defining how Counterpart’s ABM motions (1:1, 1:few, 1:many) support GTM priorities by tier, intent, and lifecycle stage. • Design and operate lifecycle programs as part of the ABM engagement system, delivering coordinated engagement across onboarding, reactivation, expansion, renewal, and education, with near-term focus determined by GTM priorities. • Publish and maintain the engagement and automation roadmap, sequencing programs by broker tier, signal, and priority, and keep stakeholders aligned on timing, intent, and desired outcomes. • Partner closely with Sales Ops, Business Development, and Field teams on broker prioritization outputs, contributing the marketing layer that improves execution (recommended motions, channels, pacing, and guardrails) without owning the tiering model itself. • Establish and run operating rhythms that drive decisions and follow-through, including weekly engagement planning, regular program reviews, and test-and-learn experimentation cycles focused on improving outcomes. • Ensure HubSpot and Salesforce capture the lifecycle events, engagement signals, and fields needed for targeting and triggers, partnering with Data and system owners on architecture and governance. • Orchestrate marketing deliverables across email, enablement, events, gifting, and field support, ensuring each touchpoint supports a clear reactivation or expansion intent and a defined next step. • Oversee renewal and transactional communications as part of the broader engagement experience, ensuring brokers, agents, and insureds receive timely, accurate, and consistent information that builds trust and retention. • Measure performance against submission lift for prioritized brokers and broker engagement quality, maintaining visibility into what is working and where to scale, refine, or stop. • Design and run experiments to validate which signals, messages, and marketing motions drive meaningful outcomes, turning learnings into repeatable programs and clearer guidance for GTM teams. • Use performance data and field feedback to refine segmentation, journey logic, and the marketing layer tied to tiering over time. • Uphold brand guardrails and Agentic Insurance™ messaging across lifecycle and ABM communications, partnering with the Content Manager to ensure clarity, consistency, and differentiation.

• Align with global channel strategy to achieve revenue and growth targets. • Identify, recruit, and onboard high-value channel partners, ensuring long-term success. • Build bespoke plans with focused partners to drive measurable growth. • Provide accurate monthly and quarterly forecasts to meet or exceed quota. • Execute partner programs, including: o Joint business planning o Pipeline reviews o Deal close plans • Drive partner enablement through training and coaching on strategic selling. • Foster strong relationships with distributors and resellers to accelerate growth. • Collaborate with Sales Leadership, regional marketing, product, and customer success teams to ensure coordinated execution across markets. • Monitor and report on partner performance, ensuring compliance with program requirements. • Represent Foxit at regional partner events and industry conferences to strengthen relationships and brand presence.

• Owning a portfolio of 2000-2500 donors • Reaching out to new and existing donors primarily on the phone • Updating records to ensure key donors are being stewarded • Documenting donor efforts in Blackbaud Raiser’s Edge/NXT (CRM system) • Liaising and coordinating with the broader in-house development team