• Own the end-to-end customer journey for US customers from pre-sales engagement to expansion. • Partner closely with Sales to support late-stage demos with lawyers. • Deliver tailored product demonstrations aligned to US law firm workflows. • Identify, cultivate, and support law firm champions pre-sale. • Own onboarding and rollout planning for US customers. • Design and deliver engaging training sessions for different practice areas. • Act as the primary day-to-day owner for US customer relationships post-implementation. • Drive adoption and expansion by identifying new use cases across firms. • Represent Legatics in the US market, attending industry events and networking opportunities. • Maintain deep knowledge of the product roadmap and collaborate with Product Marketing.

• Shape THL’s growing planned giving program • Serve as both a strategist and frontline fundraiser • Develop and execute a dynamic and comprehensive planned giving strategy • Manage a portfolio of over 200 Legacy Society members and 300 identified planned giving prospects • Co-create the vision for the program • Advise colleagues across the Development department • Guide donors in thoughtful long-term philanthropy

• Build and sustain executive-level relationships across global client organizations, serving as the primary contact and strategic advisor to drive satisfaction, retention, and growth. • Develop and execute comprehensive global account plans that align client goals with Elite’s offerings, driving expansion, renewals, and successful cloud migrations. • Consistently exceed sales and revenue targets by identifying new opportunities, managing complex deal cycles, and delivering high-value proposals to C-suite and senior stakeholders. • Maintain deep knowledge of Elite’s product portfolio, client industries, and emerging technologies to effectively position solutions that advance client performance. • Partner closely with marketing, customer success, product, and solution consulting teams to deliver tailored, high-impact solutions and ensure seamless client experiences. • Leverage data and CRM tools (e.g., Salesforce) to monitor performance, forecast revenue, analyze trends, and guide strategic decisions for sustainable growth. • Represent Elite at client sites, industry events, and executive meetings to strengthen partnerships, secure renewals, and support global business objectives. • Perform other duties as assigned to support departmental and company objectives.

• Oversee policy, political, and advocacy campaign efforts within Oklahoma • Serve as PPFA and the Action Fund’s primary strategist and director of advocacy and electoral campaigns in Oklahoma • Develop and execute all aspects of PPFA and Action Fund’s work in state, including legislative advocacy, civic engagement, advocacy coalition partnerships, and supporter engagement • Act as organizational lobbyist in service of the local Planned Parenthood affiliate • Serve as media spokesperson in the state where appropriate • Maintain relationships with legislative members and staff, state regulatory agencies, lobbyists, consultants, and members of Congress • Lead Action Fund political endorsement process • Seek new opportunities for collaboration to improve lives of patients served by Planned Parenthood • Manage constituency organizing in-state in collaboration with Constituency Program Leads, if applicable • Ensure successful implementation of strategies in state and track progress and performance