• Develop and execute a scalable ABM strategy aligned to go-to-market priorities and revenue goals. • Define and manage target account segments (strategic, named, and programmatic) in partnership with Sales and RevOps. • Build account plans, buying group strategies, and messaging frameworks for priority accounts. • Plan and launch multi-channel ABM campaigns across email, paid media, website personalization, events, direct mail, and sales plays. • Partner with Content and Product Marketing to tailor messaging by persona, industry, and account maturity. • Orchestrate coordinated marketing and sales touchpoints into cohesive account experiences. • Act as the primary ABM partner to Sales and SDR teams. • Enable Sales with account insights, intent signals, campaign context, and ABM playbooks. • Support account planning, deal acceleration, and expansion initiatives with targeted programs. • Define and track ABM success metrics including account engagement, pipeline influence, deal velocity, and revenue impact. • Build dashboards and reporting to communicate ABM performance to Marketing and Sales leadership. • Continuously test, learn, and optimize campaigns based on performance data and sales feedback. • Own and optimize ABM-related tools and platforms (e.g., CRM, marketing automation, intent data, ABM advertising platforms). • Partner with RevOps to ensure clean data, account alignment, and accurate attribution. • Document processes and build repeatable ABM playbooks as the program scales.

• Ensures team adherence of all onboarding processes, policies and procedures • Identifies opportunities for coaching and/or process improvements • Champions change and follows through • Uplevels team member skills and capabilities through the execution of Professional Growth and Career Path Plans • Manages team capacity and resource assignments for projects based on requirements, timelines, and team member experience • Conducts regular status meetings with team and utilizes reporting throughout the onboarding lifecycle to ensure projects are completed on time and accurate • Set priorities for team and collaborates with cross-functional department leaders ensuring alignment and communicating out expectations • Determines needed product enhancements to advance the company’s business objectives or specific client needs • Consults on regulatory and compliance concerns and provides recommendations for company best practices • Executes mitigation plans for any negative customer experience and/or financial impact through root cause analysis and issue tracking • Assists with strategic goal planning and monthly KPI targets

• Provide tax equity investment consulting services for clients • Lead and grow a small team in the renewable energy practice • Understand post-OB3 credit regime including various tax credits • Assist in building market presence through webinars and published articles

• Lead and inspire a distributed team of Technical Program Managers (TPM) working across several parts of the business, with a goal of driving alignment amongst key stakeholders. • Work closely with our leads and partners in Product, Engineering, Design, Infrastructure, Operations and Analytics to map out strategies and roadmaps, and ensure alignment with company wide goals. • Develop the OKRs, priorities and operational models and work alongside our team to reach them. Ensure high-quality program management and ongoing technical skill development for the team. • Establish and execute robust prioritization of programs across the Product and Engineering plans. • Drive employee engagement and a high-performance culture within the team, ensuring effective performance management, coaching, career development of the team and creating an environment where people can excel through accountability, encouragement, and empowerment. • Partner with Product and Engineering to plan requirements, identify risks, manage project schedules, and communicate clearly with cross-functional partners across the company. • Understand technical implementation at the architecture level and propose technical alternatives, ask questions that clarify priorities and push the team to be effective, and develop domain and technical knowledge. • Proactively identify and drive resolution of dependencies, evaluate risks, and communicate status to upper management and program stakeholders.