• Prepare and participate in weekly backlog meetings. • Request and distribute builder documents to prepare for closings. • Communicate with buyers to set close and walk dates. • Communicate to buyers and lenders about the title of the close date and any changes to that date. • Maintain tracking system for 100% accuracy of the backlog report. • Manage closing requirements with lenders, buyer’s agents, and sales leaders. • Generate and distribute the daily closing status report. • Perform other duties as needed or assigned.

• Build and lead a scalable, end-to-end customer advocacy strategy that integrates across go-to-market teams • Partner closely with global marketing teams to create high-velocity, multi-format customer storytelling programs across priority regions • Design, manage, and evolve dbt Labs’ Customer Advisory Board program, including charter development, governance, executive engagement, roster growth and biannual in-person and virtual meetings • Own content strategy and execution for the dbt Labs Executive Summit, in partnership with the Strategic Events team • Develop systems, workflows, and documentation to manage advocacy programs at scale and provide organization-wide visibility into progress and impact • Grow, nurture, and steward long-term relationships with executive-level and practitioner-level customer advocates • Identify and enable customer voices for speaking opportunities, media, analyst engagements, and industry events • Build and manage customer recognition and advocacy spotlight programs • Collaborate with sales and customer success leadership to align advocacy efforts with account strategy and pipeline goals • Create and maintain a robust, self-service customer reference and advocacy database • Serve as a trusted advisor and brand ambassador in all customer interactions • Partner with product marketing, brand, communications, community, and sales to ensure cohesive storytelling and program alignment • Establish and align execution to clear project plans, timelines, and accountability structures for all major initiatives • Build and deliver executive-ready reporting on program performance, outcomes, and ROI • Continuously assess program effectiveness and iterate based on data and stakeholder feedback

• Engage with new and existing customers to discuss available product options. • Assist customers in reviewing insurance and financial service offerings. • Coordinate daily operations across multiple business areas to help meet office objectives. • Monitor performance metrics and support ongoing marketing efforts. • Contribute to team development through communication, coaching, and collaboration. • Participate in community activities that build local awareness of the agency.

• Manage and grow an assigned book of business • Build strong client relationships • Drive referrals and upsells • Help dealerships get the most out of Recall Masters’ solutions • Be a trusted advisor to your clients and drive retention and performance