• Build the full marketing strategy from scratch • Define brand positioning, messaging, and value propositions • Translate business goals into clear, measurable marketing plans • Take full ownership of outcomes, not just ideas • Design and optimize full acquisition funnels: awareness → engagement → conversion → deposit → trading activity • Work hands-on with paid acquisition (Google Ads, Meta, search-driven traffic) • Understand trader behavior, activation triggers, and conversion logic • Improve CAC, LTV, ROAS, conversion rates, and FTD quality • Set up analytics, attribution, and dashboards • Track and improve CAC, CPL, LTV, ROAS, FTDs, trading volume • Make data-driven decisions and clearly explain results • Define content and SMM strategy across key platforms • Oversee educational and trading-related content • Build and execute SEO strategy (keywords, content, authority) • Select, onboard, and manage external contractors • Build credibility in regulated, high-risk markets • Work closely with compliance on messaging and risk disclosures • Ensure consistency across website, campaigns, and content

• Own the Growth Measurement Foundation • Ensure tracking and attribution integrity across ad platforms, GA4, server-side events, and ecommerce systems. • Implement monitoring and alerting to proactively catch data breaks, attribution shifts, and pipeline failures. • Establish clear UTM governance and campaign standards to maintain clean, scalable reporting. • Partner with platform owners and Engineering to continuously improve data quality and reduce blind spots. • Lead MMM, Incrementality, and Budget Decisioning • Define and own the roadmap for MMM, MTA, and incrementality testing. • Establish testing standards, learning agendas, and clear decision rules for budget allocation. • Translate model outputs into actionable recommendations on where to invest, reduce spend, or test new opportunities. • Build organizational trust in causal measurement so decisions are not driven solely by platform-reported metrics. • Build a Centralized Source of Truth • Stand up and evolve a unified data foundation across acquisition, ecommerce, retention, and finance inputs. • Standardize metric definitions and ensure teams operate from one trusted set of numbers. • Partner with Finance to align on revenue, discounts, refunds, COGS, and contribution margin calculations. • Document data ownership and governance to improve reliability and speed of decision-making. • Deliver Full Funnel Visibility • Create end-to-end visibility from first touch through repeat purchase. • Connect channel, audience, creative, and offer performance to downstream outcomes such as refunds, retention, and contribution margin. • Identify bottlenecks and quantify the highest leverage growth opportunities across the funnel. • Provide forecasting inputs that support budget planning and scenario modeling. • Build Insight Loops That Drive Action • Develop automated daily and weekly reporting that supports the growth operating rhythm. • Deliver dashboards and alerts that flag pacing risks, efficiency shifts, and emerging opportunities. • Provide recurring performance narratives explaining what changed, why it changed, and what to do next. • Ensure insights convert into concrete actions, test plans, creative briefs, and accountable follow-ups.

• Own and manage Convergent's X account day-to-day. • Create and schedule engaging content: posts, threads, memes, commentary. • Engage with the AI, startup, and tech community—build relationships and visibility. • Monitor trends and conversations to find opportunities for timely content. • Experiment with growth tactics and track what works (impressions, engagement, followers). • Collaborate with product and leadership to amplify launches, features, and company news. • Analyze performance and share learnings to refine our content strategy.

• Lead the development of strategic sales, or retention marketing campaigns materials that support Prime’s brand and strategic objectives • Incorporate emerging trends and provide thought leadership to drive the development of innovative, industry-leading marketing strategies and initiatives • Work with key internal and external stakeholders to identify desired business outcomes, develop Prime’s position and lead the Marketing Growth and Retention team to produce appropriate materials and communication to win and retain business. • Lead and direct the prioritization of strategic and department level initiatives to include defining and meeting performance goals and targets • Provide thoughtful team direction and elevate team performance and progress towards reaching business and client goals; clearly communicate roles and expectations • Manage department budget, staffing, performance and development, and consistently demonstrate Prime’s leadership expectations during interactions with direct reports, cross functional and external stakeholders • Other duties as assigned