• Act as a change agent, systematically driving a CI culture • Lead and manage all standardized CI activities across the site, aligned with the Watts CI business system • Facilitate strategy deployment and goal deployment across all site functions and multiple value streams • Maintain a site-wide lean roadmap aimed at meeting site business goals and evolving CI culture, with an ongoing focus on improving productivity, quality, delivery and customer allegiance • Champion, measure and report on site productivity savings to meet AOP goals • Lead kaizen and lean workshops for site leaders and associates, effectively training on and employing techniques such as VSM, daily management, standard work, problem solving, 3P/layout, cell design, material flow, TPM, SMED, 5S and visual management • Identify and prioritize business opportunities for improvement • Identify internal and external best practices, and share across the site and Watts • Lead site CI steering committee and facilitate the development and maintenance of an ongoing improvement project funnel, being filled from all areas of the business • Facilitate the ongoing development of a healthy cross-functional group of qualified CI practitioners and lean leaders • Ensure company policies are followed. Enforce company safety policies. • Assume responsibility for other projects and duties as assigned by manager or Company management.

• Manage a portfolio of approximately 100-125-high-net-worth individuals and family offices, prioritizing principal gifts of mid-six and seven figures. • Execute tailored cultivation and solicitation strategies with senior leadership to generate at least $5M in philanthropic revenue annually. • Align prospects’ philanthropic goals with RMI’s high-impact priorities for the clean energy transition. • Represent RMI in meetings and events, traveling regularly to identify, cultivate, and deepen relationships with funders. • Leverage internal networks and external partnerships to map relationships and create strategic pathways to engagement with high-net-worth individuals and family offices. • Provide strategic leadership to cross-functional engagement teams, ensuring clarity of roles and responsibilities across executive, program, and volunteer leadership. • Partner with program teams to develop compelling funding proposals and stewardship reports, translating technical details into clear, outcomes-driven narratives. • Maintain accurate and up-to-date donor data in Salesforce, documenting all interactions to ensure data integrity and provide accurate financial projections. • Contribute actively to the development team’s strategic goals through participation in staff meetings, task forces, and ongoing collaboration with program colleagues.

• Ensure customers derive maximum value from the platform, from onboarding through adoption and retention • Lead project launches, coordinate integrations, and build trusted relationships • Serve as the primary point of contact for your client portfolio • Identify upsell opportunities and support the sales team in expanding existing accounts

• Assumes the responsibilities of the Campaign Manager during designated shifts • Manages and supervises campaign calling staff during designated shifts • Arrives early to prepare and present sales/success meetings • Takes attendance and distributes leads • Coaches and motivates phone reps • Enforces proper phone room rules and etiquette • Checks all transactions for quality control • Keeps track of revenue raised per employee • Closes the shift in a timely and thorough fashion • Assists in hiring, training, and/or disciplining calling staff • Produces timely and accurate campaign reports • Provides accurate transactions to the client's box office and/or development office • Assists with data entry of employee information, attendance, sales, and gift data, • Follows and enforces DCM's company policies and procedures