• Drive Process Optimization: Work cross-functionally to define and document existing current state end-to-end finance process maps for identified key finance processes across the organization. • Critically assess current processes and business challenges, needs, and gaps, and identify opportunities for efficiencies and improvements through root cause analysis. • Lead process mapping workshops, kaizen events, and value stream mapping to support team alignment and problem solving and drive improvements. • Develop end-to-end solutions to optimize processes, reduce costs, and strengthen controls. • Document future state process maps and maintain and update process documentation. • Execute transformation in people, process, data, and technology with cross-functional teams.

• Own strategic initiatives end to end • Partner closely with functional leaders • Drive alignment and implement solutions • Lead cross-team initiatives • Ensure EPAD teams have the tools, processes, and context they need to execute well • Use data as a tool for decision making • Help shape how EPAD teams operate in a virtual-first environment

• Lead high-impact, cross-functional initiatives that drive measurable improvements in conversion, productivity, and revenue while balancing constraints with legal, regulatory, and operational reality. • Partner with Sales leadership to define and optimize core sales motions including lead assignment, routing, capacity planning, enablement (touch patterns, scripting, and skill development), pipeline hygiene and management, and performance management. • Own the identification, design and execution of process and system improvements across Fulfillment that increase operational efficiency, reduce friction and materially improve the homeowner experience. • Define the business requirements and guide the implementation of Sales technology and tooling, including CRM, telephony, and enablement platforms, in close collaboration with Product and Technology. • Develop and maintain a deep, data-driven understanding of customer, sales, and operational experiences, translating insights into concrete recommendations that influence strategy, process design, and product direction. • Educate and influence stakeholders with data-driven evidence, including Operations leadership with respect to organization-wide metrics, processes, or product direction. • Work with other departments (Marketing, Product, Legal, Operations etc.) to ensure alignment and effective collaboration.

• The Business Platforms Administrator is responsible for the day-to-day administration, optimization, and adoption of key commercial systems, specifically **Gong** (Revenue Intelligence) and **LinkSquares** (Contract Lifecycle Management). • The role also plays a critical enablement function, ensuring teams are trained, supported, and equipped to use these platforms effectively to drive consistent workflows, insights, and outcomes. • The role ensures these platforms are configured correctly, embedded into business workflows, well-governed, and delivering actionable insights to Sales, Customer, Legal, and Operations teams, as well as key stakeholders. • Own the end-to-end administration, governance, and integration of Gong and LinkSquares, ensuring both platforms are fully embedded into commercial, legal, and vendor management workflows. • Define and execute the integration strategy across Gong, LinkSquares, and other core business systems to enable seamless end-to-end processes and data flow. • Monitor system adoption and effectiveness, partnering with, RevOps, Legal, Sales, and Customer teams to drive meaningful and sustained usage. • Design and deliver enablement programs for Gong and LinkSquares, including onboarding, ongoing training, and feature releases. • Create and maintain enablement materials such as playbooks, guides, SOPs, and best-practice documentation.