• Lead enterprise-wide revenue strategy, multi-year planning, forecasting, and scenario analysis across all revenue streams • Serve as the primary strategic partner to Finance on revenue assumptions, forecasting integrity, and risk/opportunity assessment • Own revenue performance management, delivering clear, decision-ready insights to executive leadership through weekly, monthly, and quarterly reporting • Translate complex fundraising and engagement data into actionable intelligence that drives portfolio prioritization, resource allocation, and cross-vertical coordination • Advance audience and engagement funnel strategy by partnering with Communications and Marketing to integrate data-driven insights into acquisition, cultivation, and retention strategies • Set the enterprise vision for CRM, data governance, analytics, and AI-enabled modeling in support of revenue growth and stakeholder engagement • Oversee Salesforce strategy and performance ensuring high-quality data, strong adoption, and scalable reporting • Establish standards for data ingestion, analytics, and insight delivery across regions and revenue types • Adapt systems, processes, and reporting to support global partnerships and non-US fundraising in alignment with organizational standards • Provide executive leadership on audience segmentation and targeting across fundraising and engagement channels • Lead RMI’s global prospect research and pipeline strategy to expand and strengthen the portfolio of high-capacity donors, partners, and revenue opportunities • Oversee revenue pipeline health, movement, and performance across programs and initiatives • Ensure consistent standards, insights, and accountability in prospect development and portfolio management practices • Lead departmental operations to improve efficiency, compliance, and effectiveness across revenue-related processes, including grants, contracts, and procurement interfaces • Champion the use of project management, CRM, and enterprise systems (e.g., Workday, Monday.com) to strengthen internal alignment and execution • Lead cross-functional task forces and rapid-response initiatives to address emerging organizational needs and scale best practices • Operate effectively in a fast-paced, evolving environment, balancing long-term strategy with real-time problem solving

• Serve as the primary HubSpot administrator, owning all CRM architecture including objects, workflows, properties, pipelines, and permissions across Sales Hub and Service Hub. • Audit the existing HubSpot environment, identify legacy technical debt and misconfigured processes left by prior consultants, and develop and execute a structured remediation plan. • Design and build scalable, well-documented workflows that map complex business processes without creating clutter or creating systems only you can understand. • Manage user permissions, data validation rules, and governance standards that keep the CRM clean and trustworthy at scale. • Establish and maintain a single source of truth for STW's revenue data, including ARR, GRR, NRR, churn, renewal rates, and sales velocity. • Build and maintain dashboards that GTM leaders, including Sales, Client Success, and Finance, actively use to make decisions. • Identify and resolve data quality issues, tracing anomalies back to their source and implementing preventative checks to stop them from recurring. • Partner with Finance Leadership to ensure HubSpot data accurately reflects billing and subscription data. • Own the integration and data flow between HubSpot and STW's broader GTM tool stack, including (but not limited to) Slack, Apollo, PandaDoc, Zoom Revenue Accelerator, and LinkedIn Sales Navigator. • Serve as the operational translator between senior leadership's strategic goals and the technical systems required to achieve them. • Proactively identify gaps in current tooling and propose solutions that will serve STW as it scales. • Develop and maintain a Scale to Win RevOps Playbook that documents all CRM processes, workflows, and standards in plain language that the full team can follow. • Lead training and change management efforts to drive team adoption of new and improved systems. • Serve as the go-to internal resource for CRM questions, troubleshooting, and process guidance across Sales and Client Success.

• Execute and evolve the Revenue Operations strategy to support Redox's shift upmarket into enterprise sales motions, aligning processes, systems, and resourcing with company growth goals. • Stand up and lead deal desk processes that enable the sales team to move complex enterprise deals through the pipeline with speed and consistency. • Drive forecasting methodology and pipeline governance, partnering with Sales, Customer Success, and Finance to improve accuracy and predictability as deal sizes and cycles increase. • Standardize lead-to-cash workflows and strengthen cross-functional handoffs across the customer lifecycle, rebuilding where needed to support enterprise complexity. • Partner with Sales, Customer Success, Marketing, Finance, and Product to ensure a unified revenue architecture that enables predictable, scalable growth. • Mentor, coach, and develop Revenue Operations team members, building the capabilities needed to support an enterprise GTM motion.

• Exercise independent judgment and knowledge of multiple processes to manage sales team requests, and resolve commission disputes submitted by Sales department members across multiple lines of business • Collect and organize information from various sources to implement new policies and processes • Exercise discretion in communicating and presenting recommended business process improvements and solutions and decision-making rationale in team and stakeholder meetings • Audit sales and service transactions to ensure rules of engagement were followed and proper commission amount is set to be paid • Interpret complex rules of engagement to resolve account ownership and sales attainment disputes • Document and communicate when interactions with customers fall below our company standards. • Educate and Inform the Sales team on current processes and collect feedback for future improvements • Regularly create, update and publish process documentation for sales • Participate in projects to improve efficiency and revenue generation for the Sales, CS, and Operations departments. • Make recommendations on rules of engagement adjustments to optimize revenue for the business • Provide additional support as needed to improve employee utilization and performance