• Lead enhancements to dashboards and reporting by defining the right KPIs, improving visibility into trends and behaviors, and shaping how data is consumed by leaders across SOS. • Ensure reporting aligns to the broader measurement framework and contributes to improved sales execution. • Drive insights and decision models that help identify trends, metrics, and behaviors shaping retention, acquisition, and pipeline growth. • Provide authoritative guidance on what is happening, why it is happening, and what actions should be taken. • Analyze go-to-market performance to reveal effectiveness against strategic objectives . • Translate findings into clear, actionable recommendations that influence leadership decisions and strengthen data-driven storytelling across SOS. • Own the rigor and accuracy of SOS forecasting, segmentation, and pipeline performance management, leveraging internal and external data across segments, territories, and portfolio. • Establish standards, define methodologies, and ensure consistency in how forecasting and pipeline metrics are interpreted across the organization. • Serve as a strategic partner to Sales Directors and Solution Architects, ensuring they can interpret KPI signals correctly and act decisively. • Provide advisory-level analysis that aligns insights with business priorities and drives meaningful commercial outcomes. • Provide guidance to peers and analysts across SOS by sharing best practices, analytical approaches, and frameworks that improve overall quality and consistency.

• Conduct comprehensive credit reviews, including bank statements, tax returns, financial statements, and merchant/owner credit profiles • Identify, assess, and resolve risk flags to determine creditworthiness and sources of repayment • Apply underwriting judgment consistently within established credit policies • Perform business due diligence using internal tools and third-party data sources to identify fraud or misrepresentation • Execute risk-based pricing decisions aligned with portfolio performance goals and market conditions • Collaborate with Sales, ISOs, and internal teams to communicate decisions clearly and professionally • Manage competing priorities to meet service-level expectations • Monitor industry trends and emerging risks, recommending improvements to policies, processes, or tools

• This is a remote position. • Collaborate on data modeling initiatives to ensure efficient database design. • Design, develop, and maintain scalable ETL/ELT pipelines.

• Serve as the primary point of contact for Account Executives on deal structures, pricing logic, and approvals. • Assist in designing quotes that balance customer needs with company profitability. • Review and approve non-standard quotes and order forms, ensuring compliance with internal policies. • Act as the day-to-day administrator for Nue.io CPQ. • Facilitate the deal review process by coordinating with Legal, Finance, and Product stakeholders.