• Optimize and Automate the Revenue Tech Stack • Serve as the HubSpot Administrator, managing day-to-day configuration, maintenance, and overall system health across CRM, Sales Hub, and Service Hub. • Design, build, and maintain automation workflows for lead routing, sales sequences, customer handoffs, and operational alerts. • Ensure data quality and manage integration points between HubSpot and other platforms (e.g., Mixpanel, Iterable). • Partner with Sales and Customer Success leadership to document, implement, and enforce standardized operational policies and procedures. • Provide direct operational support, troubleshoot system issues, and train users on best practices within the tech stack. • Define key customer journey milestones and implement operational components for playbooks such as Quarterly Business Reviews (QBRs) and Health Scores. • Maintain data integrity and consistency across all revenue systems. • Build and maintain dashboards and reports in HubSpot to track KPIs including sales cycle efficiency, win rate, and Net Revenue Retention (NRR). • Generate data-driven insights to help leadership identify bottlenecks and opportunities for process improvement.

• Build and maintain AEM Sites components using HTL, JavaScript, HTML5, CSS3; translate UX/UI designs into responsive, accessible experiences • Administer AEM access and permissions (users/groups/roles) via Adobe Admin Console product profiles; support periodic access governance and audit evidence needs • Coordinate releases via Cloud Manager: manage intake/triage, peer reviews/approvals, promotions across environments, and stakeholder release communications • Configure and optimize Dispatcher/CDN caching and overall site performance; ensure WCAG accessibility, SEO hygiene, and cross-browser compatibility • Provide L1 production support: troubleshoot author/publish/dispatcher issues, analyze logs, and escalate to vendors/partners as required—tracking issues to resolution • Support security remediation work (e.g., CSP/scan findings) and maintain security-related operational procedures • Maintain runbooks and enablement documentation; contribute to continuous improvements in monitoring and operations

• Administration and maintenance of our internal systems such as: o Microsoft 365 (including Exchange, SharePoint, Teams) o Intune o Slack o Confluence & Jira • User management, user administration, and assignment of access rights • Providing support to colleagues for hardware and software issues • Setup and maintenance of (remote) workstations (laptops, monitors, peripherals) • Documentation of IT processes and solutions, especially in connection with our IT security management system • Collaboration with external service providers

• Uploading final policies requests. • Entering orders and performing updates. • Uploading documents and adding/deleting attachments. • Typing and issuing final policies. • Performing delivery functions. • Importing and exporting from various software. • Creating invoices and other duties as assigned. • Issuing short form and long form Owner’s and Lender’s policies for multiple states nationwide. • Serving as a liaison between the policy team, Westcor Agents and Agency Representatives. • Reviewing and securing documentation needed to issue title policies.