• Manage day-to-day operations for the Capital Markets function, including loan sales, post-closing coordination, and service transfer workflows • Act as the primary operational liaison between Capital Markets, Post-Closing, Servicing, Accounting, Sales, and Processing • Execute and oversee the full life cycle of loan sales from pricing through settlement • Provide regular operational reporting and performance metrics to senior leadership • Lead, coach, and develop team members while remaining actively involved in production • Assist in implementing and refining policies, procedures, controls, and process improvements • Support the management of warehouse lending facilities for rental and bridge loan products • Ensure loan tapes are accurate and prepared for collateral pledging • Execute rate locks and pricing requests as needed • Deliver complete electronic loan files to third-party due diligence providers • Assist in clearing escalated loan exceptions raised during diligence reviews • Monitor loan sale settlement statements and resolve discrepancies • Coordinate clearing of post-closing conditions and delivery of physical collateral to investors • Research escalated payment issues and partner with new servicers to resolve • Partner with Accounting on reconciliation and funding timelines • Track pipeline status, aging, curtailments, and investor turn times • Identify operational bottlenecks and drive continuous improvement initiatives • Support audits, investor requests, and internal compliance reviews

• Owns the end-to-end revenue operations strategy across new sales, renewals, expansion, and retention, ensuring consistent execution across the entire customer lifecycle • Serves as a strategic advisor to executive leadership on revenue health, customer performance, operational readiness, and go-to-market strategy • Establishes enterprise-wide operating rhythms, performance expectations, and accountability models across Sales and Client Success functions • Partners with Client Success Operations, ensuring scalable structure around onboarding, renewals, customer health measurement, and expansion readiness • Drives standardized renewal and retention processes, including forecasting, risk identification, and renewal execution • Partners with Client Success leadership to define and track customer health metrics, satisfaction indicators, and retention drivers • Ensures post-sale motions are operationalized to support net revenue retention and long-term account growth • Leads Sales Operations strategy, including pipeline management, forecasting accuracy, deal governance, and quota attainment support • Establishes standardized sales processes and performance metrics that improve predictability and pipeline quality • Partners with Marketing to align lead generation, qualification, and sales enablement efforts to revenue outcomes • Develops and maintains integrated forecasting models covering new business, renewals, and expansion revenue in partnership with Finance • Tracks revenue performance against targets, including ramp, deal valuation, renewal risk, and variance analysis • Defines and monitors KPIs that measure efficiency, productivity, customer retention, and revenue attainment across functions • Leverages analytics to identify growth opportunities, mitigate churn risk, and inform executive decision-making • Owns CRM and revenue technology strategy (Salesforce.com, Loopio, Outreach, CPQ tools), ensuring adoption, data integrity, and scalability across sales and client success teams • Manages pricing desk operations and deal governance processes • Ensures revenue systems support both pre-sale execution and post-sale visibility • Builds, mentors, and scales a high-performing Revenue Operations team • Collaborates closely with Finance on compensation design, forecasting accuracy, and revenue modeling • Drives cross-functional alignment across Sales, Client Success, Marketing, Product, and Operations to maximize customer acquisition, retention, and expansion • Performs other related duties as assigned.

• Manage diaries, schedules, and fieldwork logistics to support smooth project delivery. • Assist in developing and executing project-related administrative tasks, including screeners, discussion guides, questionnaires, project documents, and compliance forms. • Support the setup and quality control of project materials (e.g., analysis plans, report templates, other documentation). • Collaborate closely with the Operations Manager and Senior Operations Executive to ensure tasks are completed accurately and efficiently. • Learn and utilise project management software to track, manage, streamline project workflows.

• Provide day-to-day administrative and operational support to the Managing Director, including document preparation, reporting, scheduling, follow-ups, and task coordination • Conduct research on prospective clients, investors, sponsors, and speakers to support sales and event strategy • Prepare and maintain internal trackers, calendars, and reporting tools to support market awareness, performance monitoring, and planning • Export, organize, and format data from agendas, reports, and internal systems for use in sales, marketing, and planning initiatives • Assist with preparing internal team documents, SOPs, benchmarks, and performance materials based on the Managing Director’s direction • Coordinate client-related tasks such as scheduling calls, collecting materials, confirming deliverables, and managing follow-up communications • Support sponsor and speaker coordination by tracking materials, deadlines, and marketing deliverables • Assist with sourcing and coordinating potential event venues through existing client relationships when needed • Perform light outreach and administrative follow-up with clients and prospects on behalf of the Managing Director • Maintain accurate records of client, sponsor, and conference data in CRM and internal systems • Collaborate with internal teams to ensure priorities, deadlines, and communications are properly aligned • Support sales and audience development activity as needed during slower periods