• Own and maintain the demand forecast across DTC and retail channels with minimal oversight • Build, run, and maintain statistical forecasts using planning tools and historical data • Continuously improve forecast accuracy and reduce bias by channel, customer, and SKU • Identify drivers of forecast error, proactively surface risks, and recommend corrective actions • Incorporate promotional activity, marketing plans, and NPD milestones into forward-looking forecasts • Translate approved demand plans into high-level supply and procurement strategies aligned with lead times, capacity constraints, and business priorities • Partner closely with the Supply Chain Analyst on inventory health, risk reviews, and disposition planning • Support allocation and balancing of inventory across distribution centers • Identify potential stockout or overstock risks early and collaborate cross-functionally on mitigation plans • Prepare clear, concise, and executive-ready materials for monthly S&OP and leadership meetings • Turn complex and messy datasets into clear narratives, dashboards, and visuals leadership can act on • Clearly communicate risks, opportunities, tradeoffs, and recommended actions • Help establish a disciplined, reliable monthly S&OP cadence that leadership trusts • Continuously improve reporting structure, cadence, and clarity as the business and data maturity evolve • Leverage planning tools, automation, and data storytelling to elevate decision-making across the organization

• Answer inbound calls, texts, and emails professionally • Schedule service calls and manage the daily service calendar • Keep the CRM/job management system accurate and up to date • Follow up on leads, estimates, and open jobs • Handle customer follow-ups, happy calls, and review requests • Ensure completed jobs are invoiced correctly and on time • Manage equipment registrations and warranty paperwork • Maintain the Google Business Profile (reviews, photos, accuracy) • Support basic HR admin (onboarding/offboarding, records)

• Attend or review notes from sales meetings to immediately capture tasks, action items, and follow-ups. • Take the lead on "Stage 1" sales decks—leveraging templates to plug in client logos, dates, and basic outlines so the leadership team only has to handle the final high-level customization. • Monitor the sales cycle to ensure we are sticking to our established meeting cadence and moving prospects through the funnel. • Serve as the project manager for CXO Roundtables, overseeing the logistics, planning, and execution. • Manage executive LinkedIn accounts and mailboxes to perform initial outreach, tee up relationships, and log conference leads. • Utilize AI tools to generate initial drafts for LinkedIn posts and marketing content based on leadership’s voice and insights. • Act as the project manager for leadership (L10) meetings—tracking "To-Dos," managing task lists, and holding the team accountable to deadlines. • Manage complex executive calendars with high discernment, prioritizing customer-facing activities and resolving overlaps before they become issues. • Identify "lead time" requirements for upcoming projects and ensure the team starts work early enough to meet deadlines.

• Process and validate sales orders, ensuring accuracy and compliance with company policies. • Coordinate with sales, finance, and logistics teams to ensure timely order fulfillment. • Monitor and resolve order discrepancies, delays, and other issues. • Generate and distribute invoices in a timely manner. • Ensure accuracy in billing, pricing, and customer data. • Address and resolve billing inquiries from customers and internal stakeholders. • Monitor accounts receivable and follow up on overdue accounts. • Implement collection strategies to minimize aged receivables. • Work with customers to resolve payment issues and negotiate payment terms when necessary. • Manage the deal approval process, ensuring timely and accurate review by relevant stakeholders. • Ensure contracts comply with company policies, financial guidelines, and legal requirements. • Analyze contract terms and conditions, identifying potential risks or issues. • Participate in cross-functional projects aimed at enhancing system capabilities and process workflows. • Identify opportunities for automation within the O2C process and collaborate with IT and process improvement teams to implement RPA solutions. • Generate regular and ad-hoc reports on O2C metrics, including order volumes, DSO (Days Sales Outstanding), and collections performance.