• Gathers validates and translates requirements into design and development specifications while providing product management and analyzing data for potential business expansion. • Influence stakeholders to support business projects • Collaborate cross-functionally to improve productivity across the enterprise, including relevant stakeholders on strategic planning and workforce optimization. • Review, modify, and recommend database and system application requirements. • Possesses knowledge of business structures, direction and strategy, life cycle processes, and development practices. • Develop and maintain reporting tools • Perform data discovery, analysis, and modeling • Provides management with monthly reports.

1. Requirements Gathering & Business Analysis - Conduct detailed requirement‑gathering sessions with underwriting, claims, actuarial, operations, and product teams. - Analyze insurance business processes (e.g., new business, renewals, endorsements, billing, claims FNOL to settlement). - Create BRDs, FRDs, user stories, workflows, data dictionaries, and acceptance criteria. - Translate regulatory, operational, and product needs into actionable technical requirements. 2. Insurance Domain Expertise - Work with SMEs to understand insurance products like annuities, Life , Mutual funds etc. - Support initiatives involving: - Policy administration systems (PAS) - Distribution - Claims management systems and similar - Understand key insurance data entities such as policy, risk, premium, coverages, claims, exposures, and loss history. 3. Data Mapping & Data Analysis - Perform source‑to‑target data mapping across policy, claims, billing, or underwriting like systems. - Map data lake columns / table to salesforce fields / objects, define transformation logic, - Validate transformations and data quality during data migration or integration. - Support analytics teams with insurance data interpretation 4. SQL & Data Crunching - Write SQL queries to support Data validation, Root cause analysis etc - Identify discrepancies in policy or claims data and work with tech teams to resolve them. 5. Stakeholder Engagement - Serve as a trusted advisor to business stakeholders, product owners, underwriters, claims managers, and operations - Communicate complex data/technical findings in clear business terms. - Conduct requirement walkthroughs, demos, and documentation reviews. 6. Offshore Coordination - Liaise with offshore development and QA teams in multiple time zones. - Explain requirements, clarify functional queries, and ensure consistent understanding. - Support delivery planning, sprint grooming, and defect triage. 7. Project & UAT Support - Collaborate in Agile/Scrum ceremonies (sprint planning, backlog grooming, retrospectives). - Prepare UAT scenarios based on insurance workflows.

What Makes Us Stand Out: Granum is the leading software company devoted to serving landscapers and arborists across North America, providing intuitive, industry-specific solutions designed to help them improve and grow their businesses while impressing their customers. Granum brings together three of the most trusted software names in the industry — LMN, SingleOps, and Greenius — into one powerful software ecosystem. More than just a software company, Granum works alongside its clients to implement systems for estimating, scheduling, crew training, invoicing, and payments, blending technology with hands-on onboarding and human support. The company's mission is to help industry professionals unlock their potential and achieve their most important goals, all united by the belief that its clients’ success is not just a milestone, but a shared mission. As a team, we’re on a mission to reshape an age-old industry, and we’re looking for people who thrive on challenging and meaningful work. Our environment is highly collaborative, innovative, and supportive, with a shared commitment to having fun while making an impact. We live by our core values: We Before Me, Bias to Act, The Extra 1%, Accountable to Outcomes, Unconditional Transparency, and Forgiveness. If this resonates with you, we’d love to meet you and explore how you can help us build the future of the green industry! Our culture and growth has been recognized with multiple awards, it’s a great time to join! - Comparably 2024 #23/100 Best (small/ medium sized companies) Leadership Teams - Comparably 2024 #63/75 (small/ medium sized companies) Happiest Employees - #9 Atlanta Business Chronicle's 2024 Best Places to Work (Our second year in a row!) - #6 of Built In’s 2024 Best Places to Work: Top 50 start-ups in Atlanta (Our second year in a row!) - Inc Magazine’s 2023 Best Places to Work - Inc. 5000: #131 of 2024 Southeast Regional America’s Fastest Growing Companies. (Our third year in a row!) - Inc 5000 America's fastest-growing private companies (Our third year in a row!) - Certified Great Place to Work Canada 2024 The Market Engagement Associate is the frontline of our inbound funnel. You turn qualified interest into high‑quality sales conversations by responding quickly to inbound leads, deeply understanding their pains, and booking demos that are set up to convert. This role sits at the bridge between Marketing and Sales, ensuring that campaign demand becomes pipeline and revenue, not just “leads in a spreadsheet.” You’ll thrive here if you like fast-paced, high-volume work, talking to customers every day, and using data and experimentation to continuously improve. Key Responsibilities Lead Response & Qualification - Respond to inbound leads quickly across channels (forms, chat, events, content downloads), meeting speed‑to‑lead SLAs. - Qualify prospects using light discovery (problems, goals, timing, fit) and align them to the right product, tier, and sales resource. - Prioritize daily lead queues by intent level, source, and recency to maximize connect and conversion rates. - Maintain clean, accurate records of every interaction, disposition, and next step in the CRM. Demo Booking & Pipeline Creation - Book high‑quality demos for Sales with clear expectations set for both the prospect and the rep. - Confirm meetings (time, attendees, agenda) and reinforce value to drive strong demo show rates. - Re‑engage no‑shows and stalled inbound leads with thoughtful outreach sequences and incentives when appropriate (e.g. webinar and partner follow‑ups). - Partner closely with Sales to ensure smooth handoffs and feedback loops on lead quality and conversion. Nurture & Campaign Support - Work lead lists from priority campaigns (webinars, paid social, events, product launches) to turn engagement into booked meetings. - Support “reactivation” and re‑engagement motions for older inbound leads that match our ICP. - Tailor talk tracks and messaging by persona, segment, and product line to increase connection and conversion. - Share frontline insights about objections, competitors, and common pain points back to Marketing for messaging and campaign refinement. Process, Data, & Continuous Improvement - Consistently follow documented workflows, cadences, and qualification criteria across tools. - Monitor your own performance (connect rate, meetings set, show rate, conversion to opportunity) and adjust your approach based on what’s working. - Test new messaging, sequences, and touch patterns; share results so the team can scale winning plays. - Provide regular feedback on lead sources, campaign outcomes, and routing logic to Marketing, RevOps, and Sales leadership. What Success Looks Like In this role, success is measured by both volume and quality: - Speed‑to‑Lead: - First contact attempt within 5 minutes for top‑priority inbound leads. - Activity & Coverage: - Daily/weekly targets for calls, emails, and sequences consistently met while maintaining process hygiene. - Conversion Metrics: - Meetings booked and SALs (Sales Accepted Leads) at or above goal. - Demo show rate consistently in the target band (e.g., 60–80%+). - Healthy conversion from meeting → opportunity in partnership with Sales. - Data Quality: - High CRM and sequence hygiene: accurate dispositions, notes, and next steps. - Collaboration & Feedback: - Recognized by Sales and Marketing as a reliable, proactive partner who surfaces insights and helps improve the entire funnel. Qualifications Must‑Have: - 1–3 years in a customer-facing or revenue‑adjacent role (SDR/BDR, inbound sales, support, success, or similar). - Clear, confident verbal and written communication; comfortable on the phone, email and video. - Strong organizational skills with the ability to prioritize a high volume of inbound leads. - Experience working in a CRM (e.g., Salesforce, Hubspot) and at least one sales engagement or marketing automation tool (E.g Outreach). - Data‑aware mindset: you regularly look at your own metrics and adjust based on performance. - Curiosity and empathy — you ask smart questions, listen actively, and care about whether we’re truly a fit for the prospect. - Comfort and passion for adopting AI tools to draft outreach, summarize calls, or optimize workflows. Nice‑to‑Have: - Experience in B2B SaaS and/or working with SMB / mid‑market customers. - Familiarity with inbound marketing funnels and concepts like MQL, SAL, SQL, show rate, and speed‑to‑lead. - Experience partnering closely with both Marketing and Sales teams. Tools You’ll Use (Exact stack may vary by company.) - CRM: Salesforce and Hubspot for lead, account, and opportunity management. - Sales Prospecting: Outreach, or equivalent for sequences and task queues. - Marketing / Automation: HubSpot for understanding lead source and behavior. - Scheduling & Routing: Chili Piper or equivalent for demo booking and routing. - Gifting / Incentives: Sendoso or similar to support re‑engagement and show‑rate campaigns. - Communication: Zoom/Teams, email, phone, and chat for customer interactions. - AI & Productivity: Tools like Glean/Claude to accelerate research, drafting, and analysis. Why This Role Matters Market Engagement is where marketing investment turns into real pipeline. As a Market Engagement Associate, you are often the first human conversation a prospect has with our company. The quality, clarity, and care you bring to those interactions directly impact our revenue, our reputation, and whether prospects become long‑term customers. Compensation - Estimated pay range for Canada-based candidates: CAD 45,000 - 60,000 base + $20,000 OTE - Estimated pay range for US-based candidates: USD 45,000 - 55,000 base + 30,000 OTE #LI-Remote Reasons why you would love it here! - Join a team culture that’s all about collaboration, support, and having fun while making a real impact every day. - In the U.S., we offer comprehensive medical, dental, and vision coverage with multiple plan options, plus additional add ons like HSA/FSA accounts, disability and life insurance, and more. - In Canada, we provide an employer-funded HSA-based benefits plan with drug, dental, and mental health coverage - giving you a flexible way to manage your healthcare needs. - We're committed to your financial future, with 401(k) matching for U.S. employees and RRSP matching for those in Canada. - We invest in your growth through tailored career development conversations and support for tools, courses, and resources to help you thrive. - And when it comes to work-life balance? We offer unlimited Paid Time Off, paid company holidays, and a company-wide winter break from December 24 to January 1 - so you can truly recharge. Granum does not sponsor work authorization needs; candidates must have proper work authorization to work for any employer in Canada or the U.S, without sponsorship from the company. Granum is an Equal Employment Opportunity and Affirmative Action Employer. We consider qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, protected veteran status, or disability status. Granum participates in the federal E-Verify program. Granum is committed to providing accessible employment opportunities in accordance with the Accessibility for Ontarians with Disabilities Act, 2005. Granum reserves the right to change job descriptions as per the needs of the organization. For accommodation requests, please contact hr@granum.com

• Work with stakeholders to gather and document business and technical requirements related to integrations and carrier services • Analyze and support UC/CCaaS platforms, carrier connections, and messaging flows • Act as a bridge between business, IT, and integration teams, ensuring clear communication across all parties • Support integrations involving carrier APIs, SIP/BYOC, and connector frameworks • Analyze existing integration processes and propose improvements for scalability and efficiency • Evaluate solutions to ensure alignment with business requirements and technical constraints • Contribute to project planning, tracking, and delivery coordination • Develop test plans, support UAT, and validate integration scenarios • Prepare and maintain documentation (requirements, process flows, integration specs, reports)