• Own and optimize HubSpot, Chili Piper, n8n, Hapily, and related tools • Manage integrations between HubSpot, Salesforce, and other platforms • Ensure data integrity, routing accuracy, and system reliability • Evaluate and implement new tools when necessary • Build advanced HubSpot workflows for lead management and nurturing • Develop and maintain automated lead routing and triaging • Design scalable systems for campaign tracking and multi-touch attribution • Leverage AI platforms (OpenAI, Claude, Clay, n8n) to improve efficiency and reduce manual work • Partner closely with Revenue Operations on CRM structure and reporting • Maintain clean pipeline hygiene and clear lead lifecycle definitions • Support sales with campaign visibility and lead performance reporting • Improve attribution tracking across channels and campaigns • Increase MQL quality (care about Opportunities -SQLs - created the most) and increase conversion from MQL → SQL • Own marketing attribution and funnel performance reporting • Monitor lead sources, conversion rates, and intent signals • Build dashboards for marketing and executive leadership • Identify operational bottlenecks and implement scalable fixes

• Lead large-scale, cross-functional transformation programs aligned to enterprise strategy and long-term business objectives • Design and lead the cadence of governance meetings to solve problems, remove roadblocks, and enable action and ownership • Drive enterprise-wide profitability initiatives by leading programs that enhance AI-enabled operating efficiencies and business outcomes • Drive revenue growth programs collaborating with sales and partner operations and GTM leadership • Support launching of enterprise storage, hybrid cloud and AI products and solution portfolio offerings through disciplined program planning and execution. • Develop, define, and manage end-to-end program plans, including scope, milestones, dependencies, risks, and success metrics • Support execution in a highly matrixed environment across Engineering, Product, Marketing, Operations, Finance, Legal, Supply Chain, Support, and Services • Proactively identify risks and interdependencies; develop mitigation plans; and escalate issues as appropriate • Ensure programs are executed efficiently and effectively through clear structure, cadence, accountability and decision-making frameworks • Support executive leadership in setting organizational goals and KPIs and enable measurement and reporting of the KPIs.

• Manage the end-to-end service delivery of our globally deployed edge IT infrastructure systems and our Technical Operations (TechOps) support function • Develop and strengthen strategic relationships with IT support vendors • Own the budget for the IT Field Operations function • Define and execute the strategic roadmap for IT Field Operations • Lead cross-functional projects to implement new IT Field Operations capabilities and services • Partner with IT Engineering and Solutions teams to define requirements for our ITSM capabilities as well as other support tools • Represent the IT Field Operations function in strategic planning discussions with business and technology leadership • Serve as the primary escalation point for major operational incidents

• Own day-to-day program management for Mercury’s bank charter initiative • Build and run the operating rhythm of the charter program • Drive execution across cross-functional workstreams • Surface risks early and clear blockers quickly • Scope and run special projects within the broader charter effort • Build and maintain systems for performance tracking, metrics reporting, and ongoing visibility • Prepare executive status updates, board materials, and investor-grade presentations • Drive disciplined reporting cadences • Act as a thought partner to the bank management team • Run leadership meetings • Liaise with external consultants and outside counsel • Own cultural programs and initiatives • Be a driver of Mercury’s overall bank readiness • Design AI-enabled workflows and internal systems