• Design and implement a comprehensive referral program with plumbing, HVAC, and other trade partners across all Texas locations. • Analyze and replicate successful elements of existing lead generation process for scalable deployment. • Develop partner onboarding, engagement, and retention strategies to ensure long-term program sustainability. • Collaborate with regional leadership in DFW, Houston, and Austin to align program execution with local market needs. • Establish KPIs, tracking systems, and reporting dashboards to measure referral performance and ROI. • Lead cross-functional coordination between marketing, operations, and sales teams to optimize program outcomes. • Prepare and present program updates and results to executive leadership on a regular basis. • Position the program for future expansion into new markets beyond Texas.

• Act as a primary point of contact for clients in the post-production phase of a customer’s journey. • Review completed marketing assets (ads, copy, visuals, PPC setups) before delivery. • Spot issues, inconsistencies, or missed opportunities and be the stakeholder to push improvements. • Coordinate revisions with internal teams to ensure high-quality final results. • Follow clear processes while staying alert to where improvements can be made. • Support PPC-related deliverables by checking structure, messaging, and alignment with clients’ goals. • Make light creative edits using Canva or Photoshop when needed. • Clearly document feedback, changes, and outcomes to keep everything moving smoothly. • Ensure clients receive exactly what they paid for and ideally, more.

• Own the strategy and execution to deliver 2,000+ homeowner leads per month within 12 months, with 60%+ coming from organic channels. • Full P&L responsibility for lead volume, cost-per-lead, and pipeline contribution • Build and lead a small team (SEO, content, social, outreach) – starting with 4 direct reports • Scale organic traffic from current :80k visits/mo to 500k+ visits/mo in 18 months • Dominate Google for high-intent keywords like “sell my house and rent it back,” “sale leaseback,” “sell house stay in it,” “cash home buyers that let you stay,” etc. • Build the #1 thought-leadership brand in sale-leaseback and investor education • Create a repeatable investor acquisition engine (LinkedIn, BiggerPockets, Facebook groups, podcasts, events)

• Lead Analytics Strategy and Client Impact • Serve as a senior analytics partner across multiple client accounts, acting as a primary point of contact for measurement and insight needs. • Design and implement measurement frameworks that align to media strategies, business objectives, and client goals. • Develop test-and-learn approaches, optimization scenarios, and forward-looking analyses to inform decision-making. • Translate complex data into clear, actionable insights that drive media performance and business outcomes. • Confidently partner with clients in live discussions, clearly articulating findings, recommendations, and next steps. • Own Advanced Analytics Execution • Build and maintain queries, analyses, and models to answer complex client questions using media, behavioral, and performance data. • Apply critical thinking to determine the right data sources, structures, and methodologies for each use case. • Support advanced analytics initiatives such as media mix modeling, incrementality analysis, or similar performance frameworks. • Understand and connect data across delivery, conversion, and web analytics sources to create a complete performance narrative. • Own Reporting, Insights, and Data Integrity • Lead the design and delivery of dashboards, forecasts, scenario plans, and performance reporting using BI tools. • Ensure accuracy, consistency, and integrity across analytics outputs. • Troubleshoot data and reporting issues, partnering with internal teams to resolve gaps or discrepancies. • Maintain documentation of data sources, methodologies, and processes to support scalability and continuity. • Collaborate and Improve Analytics Operations • Partner closely with media, analytics, and cross-functional teams to ensure analytics solutions support broader strategies. • Identify opportunities to improve workflows, tools, and processes that increase efficiency and scalability. • Contribute to the evolution of the analytics practice through shared learnings, best practices, and innovation. • Support Team Growth (Future-State) • Collaborate with and support analysts through informal guidance, knowledge sharing, and feedback. • Formal people management responsibilities may be introduced upon conversion to full-time, based on business needs and team structure.