• Define and continuously evolve our low-touch engagement strategy • Design customer journeys, success milestones, and intervention triggers • Determine automation vs. 1:many vs. human engagement • Define tooling, data signals, and future headcount needs • Create durable systems, not one-off programs • Build and scale 1:many technical programs (webinars, office hours, adoption campaigns) • Partner with Training and Product Marketing to create durable technical education assets • Ensure customers adopt key dbt Platform capabilities • Serve as a technical escalation and guidance resource when needed • Design scalable workflows for renewals, churn risk detection, and expansion signals • Design internal processes that reduce manual effort and improve consistency • Continuously iterate using data and customer feedback • Partner with Sales on renewal and expansion strategy • Provide feedback loops to Product and Enablement • Act as the voice of the scaled commercial segment

• Build & Manage Our Dealer Network • Outbound/Inbound Emails and Calls to prospects • Qualify and onboard new window blind dealers and showrooms who want to sell RYSE products • Send sample kits, schedule installation support calls, and walk dealers through their first experience with our products • Conduct training calls and provide ongoing support to help dealers successfully sell and install RYSE • Travel to visit key dealers in the US and Canada (expect 15-20% travel - think trade shows, dealer visits, and relationship building) • Own the Dealer Experience • Be the primary point of contact for all dealer questions, issues, and needs • Process orders, track shipments, handle returns, and resolve problems quickly • Run regular check-ins with dealers to understand what's working and what's not • Create marketing materials, FAQs, and resources that make it easier for dealers to sell • Scale What Works • Track metrics: conversion rates, dealer satisfaction, order volume, and channel revenue • Document what works (and what doesn't) so we can refine the process over time • Report monthly to the founder on program performance and suggest improvements • Eventually hire and train additional team members as the network grows

• Manage a cross-functional R&D and lifecycle management team. • Develop, implement and maintain R&D study plans, ensuring strategies align with corporate goals and that study results are on time and within budget. • Drive the creation and maintenance of a R&D dashboard, providing transparency to senior leadership on R&D progress. • Manage and maintain complete and high-quality core program information and documents such as minutes, agendas, action items, development plans, integrated timelines, assumptions, dashboards. • Proactively track and transparently report on program status against approved timeline, goals, and milestones. • Serve as a central source for cross functional program information across the company, including senior management. • Facilitate project governance, ensuring senior leadership has clear visibility into project milestones and risks. • Reviews R&D deliverables and ensures alignment across research, development and lifecycle management workstreams. • Act as a key liaison between the R&D team and executive leadership. • Collaborating with project and functional area leads, identify project risks, key interdependencies, and proactively develop and implement mitigation plans. • Implement project management best practices, tools, and templates to enhance team efficiency. • Provides coaching and development to team members on project management methodologies. • Measures team performance to achieve deliverables and provide feedback to functional management. • Utilize data from performance metrics and feedback to identify and develop solutions for the broader teams to gain long term efficiencies. • Other duties as assigned.

• Leads execution of complex programs with multiple projects, aligning execution to program objectives. • Facilitates high-stakes multi-institutional collaboration and resolves complex alignment issues. • Designs program-level planning and reporting frameworks across multiple projects. • Anticipates and mitigates cross-project and partner risks through structured reviews. • Uses deep scientific and technical context to guide program design and trade-offs. • Evaluates and scales best practices and emerging methods, including AI-enabled approaches.