• Guiding clients by presenting options, identifying trade-offs, and recommending scalable marketing operations solutions. • Documenting business requirements, campaign workflows, lead lifecycle processes, and workstream plans. • Building, testing, and optimizing solutions related to campaign execution, lead routing, scoring, nurturing, attribution, and marketing-to-sales handoff. • Tracking project progress while keeping internal teams and clients up to date. • Working across marketing and revenue technologies, including Salesforce, Marketo, HubSpot, Pardot, and related applications. • Helping clients improve funnel performance, data quality, segmentation, and reporting visibility across the buyer journey. • Contributing to Go Nimbly’s internal knowledge base by sharing learnings, problem-solving with teammates, and leading trainings. • Managing client relationships and building trust as a strategic partner.

• Build, maintain, and evolve dashboards and reporting for Marketing and SDR/ BDR leadership to track performance, capacity, and attainment against TOFU goals (meetings, SAOs, sourced pipeline) • Own analytics for the marketing to SDR/ BDR to early pipeline funnel, including volume, velocity, and conversion across all stages from lead to opportunity • Analyze performance by segment, program, channel, SDR/ BDR, territory, and persona to surface insights that improve pipeline quality and efficiency • Assist with campaign and program setup to ensure accurate tracking, attribution, and funnel reporting • Own, refine, and document lead lifecycle, qualification rules, and lead routing and assignment logic to ensure speed-to-lead, fairness, and alignment with GTM coverage models • Monitor and improve data quality for leads, contacts, accounts, and early-stage opportunities, including enrichment, deduplication, and hygiene processes • Evaluate, implement, and optimize tools used by SDRs/ BDRs (sales engagement, intent, enrichment, lead scoring, routing), ensuring strong adoption and measurable impact • Provide data-driven insights to SDR/ BDR and Marketing leaders on scripts/messaging, sequences, and follow-up motions, partnering with Enablement where needed to operationalize changes • Document TOFU processes end-to-end (lead lifecycle, routing rules, qualification criteria, handoff workflows) and keep them current as changes are made • Partner cross-functionally with Marketing, Marketing Ops, Sales Ops, SDR/ BDR leadership, Enablement, and Finance to ensure consistent measurement, reporting, and execution across the revenue funnel

• Own and optimize sales and customer success processes from account assignment, opportunity management, forecasting, to close won through onboarding, adoption, renewals, expansions, and churn management • Ensure data accuracy of pipeline and opportunity data, including accounts, contacts, sales stages, forecast categories, ACV, product details, health scores, activities, etc. • Maintain and improve standardized pipeline, bookings, and forecast reporting for sales performance • Create customer success dashboards, reports, and analysis to manage metrics such as ARR, retention, NRR/GRR, expansion, churn, health score, product usage, etc. • Support territory coverage and account ownership models. Manage updates and ensure clean execution across relevant systems. • Analyze trends across the revenue funnel and customer lifecycle to identify risks, opportunities, and levers for growth • Turn complex data into clear, actionable insights and recommendations for revenue leadership • Partner with leadership to ensure alignment across GTM (Marketing, Sales, Channel, and Customer Success) of objectives, processes, handoffs, and ownership • Provide day-to-day support for internal users. Troubleshoot issues, answer process questions, resolve data problems, and handle operational requests with clear SLAs. • Support forecasting and planning across the customer lifecycle, from new business through renewals and expansion. Collaborate with Finance to ensure alignment across metrics and performance. • Evaluate, implement, and optimize tools used by Sales and Customer Success (sales engagement, intent, enrichment, etc.), ensuring strong adoption and measurable impact • Create and maintain documentation, training, and how-to guides to drive adoption and consistency in tools and processes

• Manage all revenue operations accounts, and collaborate with health system clients on a range of complex assignments to provide practical and innovative solutions. • Assess the current performance of revenue cycle operations by conducting interviews, observations, document review, data-driven insights, and processes. • Building relationships with clients and seeking opportunities to expand the scope of their business and financial outcomes. • Proactively identifies opportunities for financial, operational, and delivery performance enhancement. • Spearheads the successful implementation of our product and service suite with new and existing clients, driving exceptional business and financial outcomes through RCM transformation. • Partner closely with our technology teams to deploy & implement our suite of products/workflow engines to drive best operational outcomes. • Analyze business metrics trends, potential issues & escalations, client feedback & business strategy