• Partner with Sales and Sales Leadership early in deal cycles to shape pricing, structure, and commercial terms. • Serve as a trusted resource to reps on complex, non-standard deal scenarios. • Reduce end-of-quarter escalations and “heroics” by improving upfront deal planning. • Balance deal velocity with pricing discipline and long-term business health. • Strengthen and formalize Deal Desk workflows, SLAs, and approval frameworks. • Minimize one-off deals by identifying patterns and turning exceptions into scalable processes. • Design, own, and enforce a robust closed-won process that captures all required data for downstream systems. • Ensure clean, complete, and accurate deal data to support billing, revenue recognition, forecasting, and reporting. • Act as the connective tissue between Sales, Finance, Legal, RevOps, and Leadership. • Partner with Finance and Legal to evolve pricing, discounting, and contracting policies as the business scales. • Communicate clearly and confidently with senior stakeholders, including Sales and Executive leadership. • Own Deal Desk-related tooling and workflows across CRM, CPQ, and CLM systems. • Monitor Deal Desk KPIs (cycle time, exception rates, discounting trends, bottlenecks). • Surface insights and recommendations to leadership on deal trends and process gaps. • Continuously improve Deal Desk effectiveness through data and feedback.

• Lead a team of Implementation Managers who help customers onboard with Hightouch • Work closely with customer stakeholders and internal partners to translate business requirements into reliable technical implementations • Design the right approach, configure and validate integrations, and guide customers through the onboarding experience • Ensure quality, consistency, and predictability of customer implementations • Build and scale a high-performing team, set clear delivery standards, and ensure customers realize value from Hightouch quickly and reliably • Actively participate in solution design reviews • Guide your team through complex technical challenges • Lead critical escalations when needed • Work closely with Customer Success, Product, and Engineering to surface delivery issues and customer insights

• Lead, manage, and develop the Talent team to ensure the successful completion of annual goals. • Build and manage strategic F500 accounts, including HiredScore partners and select UpGlo Access partners. • Share leadership of strategic special projects, ensuring alignment with organizational objectives and resource allocation. • Develop and maintain comprehensive project documentation, including project plans, status reports, and post-project evaluations.

• Maintain forward looking advisor compensation calculators and modeling tools. • Partner with recruiting organization to provide key profitability insights into new financial advisor acquisition. • Partner with Finance organization to provide Multi Year Forecast of variable expense to be used by senior management. • Provide subject matter expertise on existing compensation practices and trends. • Maintain and develop self-serve reporting for various home office requests (historical pay data, historical performance data, ad hoc senior leadership requests). • Support additional work, assignments and management as needed.