• Conduct welcome calls to newly registered clients and introduce them to the platform • Guide clients through key platform features, helping them take meaningful first steps toward activation • Drive client conversion by proactively engaging users and moving them toward becoming active on the platform • Inform clients about platform updates, new features, or important changes • Address initial client questions and provide clear, helpful guidance • Maintain accurate records of client interactions and follow-up actions • Collaborate with internal teams to share client feedback and improve the onboarding experience

• Lead international Sales, SDR, Marketing, and Customer Success teams around a shared vision. • Manage and scale the go-to-market team and set team goals and KPIs to maximize market penetration. • Develop an end-to-end revenue strategy to achieve double-digit growth. • Oversee the entire customer lifecycle; define clear sales processes and revenue strategies for rapid and consistent onboarding. • Manage risks in revenue processes and ensure resilience to changing market conditions. • Achieve predictable growth through optimized pipelines, KPIs, advanced analytics, and data-driven decisions. • Turn insights into action: optimize sales processes, refine forecasts, and accelerate growth. • Optimize win rates and maximize customer acquisition, satisfaction, and retention. • Work closely with the founders and the executive team.

• Identify and conceptualize solutions to conversion problems • Analyze, hypothesize and prioritize • Interrogate data and user behavior to build a true picture of performance across any given user journey • Uncover the 'why' behind an issue by evaluating user experiences and by gathering real user feedback from user testing (delivered by working with our user research team) • Pool results from analysis and research to construct informed and high-quality hypotheses that recommend solutions to remove blockers and/or enhance persuasive signals • Work with designers, developers and project managers to implement experiments efficiently and effectively – creating design briefs, attending ideation workshops, creating simple mock-ups and writing test requirement briefs that communicate all aspects of a test • Set up robust split tests using a testing platform, carry out quality assurance testing and launch safely • Monitor the progress of tests, interpret results using sound statistical analysis and draw additional critical insight by deep-diving segment data • Report to clients and internal Fresh Egg stakeholders on the progress and results of experiments, providing clients with accurate and understandable recommendations and reports • Refine and develop optimization strategies in line with client goals and changes in their environment • Maintain and develop client relationships to meet/exceed KPI targets

• Work with a team of project managers, business analysts, developers, and data analysts to migrate clients to TaxSys software. • Prepare data for customer training and verification by subject matter experts. • Reverse-engineer legacy tax data and write specs for data conversion. • QA the results of data conversion and refine specifications as needed. • Assist clients in understanding data tradeoffs and making decisions. • Build strong relationships with clients as the face of Grant Street Group during the conversion process.