• Manage, mentor and develop a highly successful marketing team focused on our compounding and assigned FDA-approved portfolios. • Develop and execute go-to market strategies for responsible brands. • Work cross-functionally with multiple departments to align and compliantly execute critical initiatives. • Provide proposals, input, and support on key messaging for the products. • Maintains up-to-date product and industry knowledge by regular review of the literature, co-traveling with field sales personnel, and attending local conferences. • Understand customer behavior and deliver relevant messaging through various marketing channels. • Lead project scope for qualitative and quantitative market data/research to continually gain a deeper understanding of the customer, brand, and market • Play a leadership role in all materials to ensure appropriately developed and put through regulatory approvals, including OPDP submission, before dissemination. • Develop and manage marketing budget. • Partner and support the development of the public relations strategy by implementing, interpreting, and translating clinical data into commercial implications. • Utilize relevant data from existing CRM (Salesforce) to drive new marketing initiatives, track progress, and report results. • Evaluate ongoing campaigns and propose new ways to boost sales and new opportunities. • Coordinate with the clinical team on new product trials and gather valuable feedback. • Plan and participate in industry tradeshows. • Communicate frequently with field sales reps to understand how to build better tools • Build and maintain strong relationships with key opinion leaders. • Execute and manage KOL activities including advisory boards, commercial presentations, conference activities, and KOL meetings. • Stay positive and solution-focused and suggest product improvements and innovation. • Become an advocate for our customers and understand how we can better communicate and serve them.

• Lead annual/quarterly planning, OKRs, and cross-functional prioritization; run QBRs/MBRs and weekly staff cadence for the CMO org. • Own marketing budget planning, tracking, and spend governance; tie investment to outcomes and reallocate based on performance. • Define and improve core marketing processes (intake, campaign execution, approvals, launch readiness, event follow-up, partner motions). • Establish KPI framework across the funnel; maintain dashboards for pipeline, conversion, velocity, CAC/efficiency metrics as appropriate. • Own MAP operations (e.g., Marketo/HubSpot/Pardot), lifecycle definitions, scoring, routing, and nurture/drip frameworks. • Define lead stages (MQL/SQL/SAL, etc.), SLAs, routing rules, and notifications; ensure closed-loop reporting with sales/RevOps. • Build attribution approach that leadership trusts; run experimentation and insights to guide spend and program decisions. • Own data quality, enrichment, segmentation structures, consent/compliance, and governance with RevOps. • Manage website performance, conversion optimization, technical governance, and integration with analytics and MAP/CRM. • Own operational execution and reporting for SEO/SEM programs (process, measurement, vendor governance if applicable). • Draft CMO readouts, prep leadership/board materials, drive key initiatives, unblock cross-functional work, and ensure accountability. • Collaborate with CMO leadership team, RevOps/Sales Ops, Sales leadership, Finance, IT/Security, Product Marketing, Demand Gen, Web/Dev, Data/BI.

• Own marketing-sourced and marketing-influenced pipeline, targeting 40–60% contribution to new revenue. • Partner with Sales leadership on forecasting, pipeline health, and revenue planning. • Build clear attribution models and reporting tied to revenue outcomes. • Optimize CAC, pipeline velocity, and deal quality by segment. • Define and continuously refine Envision Horizons’ Ideal Customer Profiles across SMB ($15M+ brands) and mid-market / smaller enterprise ($100M+ brands). • Develop clear, differentiated positioning and messaging by segment. • Own the full-funnel demand generation strategy across channels. • Serve as a strategic partner to Sales leadership to improve pipeline conversion. • Own Envision Horizons’ brand positioning in a competitive agency market. • Own the conference and event strategy as a key growth lever. • Partner with division and service-line leaders to refine offerings based on market demand and client feedback. • Lead marketing operations with a focus on AI utilization to enhance efficiency, insights, and content scalability. • Build, mentor, and scale a high-performance marketing organization.

• Build NexGen’s marketing function from the ground up, including strategy, processes, and systems • Develop and execute a scalable full-funnel SaaS marketing strategy • Create messaging architecture for NVO, CCaaS, WFM, integrations, and future products • Build a demand generation engine including inbound, outbound, webinars, and automated campaigns • Develop unified SEO strategy across NexGen web properties • Create or oversee pitch decks, case studies, blogs, scripts, and vertical materials • Manage NexGen’s marketing budget with an ROI focus