• Identify, structure, negotiate, and execute complex strategic partnerships with a wide array of partners across new and existing verticals in mortgage, home, consumer and financial services • Work effectively with C-Level executives at external partnerships to identify stakeholders, win deals and build long term partnerships • Lead sales presentations in person and over video conference to key external decision makers • Work closely with marketing, product, operations, and legal/compliance teams to identify impactful opportunities and drive partnerships to deployment • Execute a plan of attack for RFPs taking full ownership of the internal and external collaborative efforts needed to succeed

• In this role, you will be responsible for defining, documenting, and enabling standardized project controls processes across a large, complex enterprise environment. • You will translate complex operational workflows into clear, usable process documentation and training materials that support digital transformation, reporting and analytics, data governance, and operational efficiency. • Acting as a key partner to cross‑functional stakeholders, you will ensure processes are consistently applied, well‑governed, and aligned with enterprise systems and tools. • Define, draft, and maintain end‑to‑end process documentation and Standard Operating Procedures (SOPs) for Global Project Controls. • Develop detailed process flows and swimlane diagrams using Visio. • Ensure consistent application of processes across systems, tools, and teams. • Produce high‑quality technical and business documentation for enterprise processes and systems. • Create training materials to support: • Digital transformation initiatives • Reporting and analytics implementations • New or updated process rollouts

• Define, draft, and maintain end‑to‑end process documentation and Standard Operating Procedures (SOPs) for Global Project Controls. • Develop detailed process flows and swimlane diagrams using Visio. • Translate complex operational workflows into standardized, easy‑to‑follow documentation. • Ensure consistent application of processes across systems, tools, and teams. • Produce high‑quality technical and business documentation for enterprise processes and systems. • Develop user‑friendly materials including Quick Reference Guides (QRGs) and User Guides. • Ensure all documentation is accurate, concise, consistent, and aligned with enterprise standards and controls. • Create training materials to support: • Digital transformation initiatives • Reporting and analytics implementations • New or updated process rollouts • Partner with change management and project teams to translate process changes into role‑specific, practical training content. • Develop process documentation and training materials for enterprise systems and tools, including: • SAP (EPPM, ECC) • Ariba • Compass • Icertis • IBP • SCC • Omega 365 • Ensure documentation aligns with system capabilities, compliance requirements, and governance standards. • Identify process gaps, inefficiencies, and opportunities for improvement. • Support initiatives focused on process simplification, standardization, and scalability. • Keep documentation current as systems, tools, and processes evolve.

• Lead Generation and Qualification: Implement and monitor strategies to capture qualified leads according to criteria defined by the Marketing team. • Active Prospecting: Identify and reach out to potential customers through channels such as email, phone, social media and WhatsApp. • Lead Nurturing: Collaborate with the Marketing team to develop nurture flows and keep leads engaged until they are ready for a sales approach. • Marketing and Sales Alignment: Act as a bridge between the two teams, ensuring that generated leads are ready for conversion. • CRM Management: Record all interactions with leads, keep data organized and update contact statuses in the CRM. • Use of Automation Tools: Operate and optimize marketing and sales automation tools, including chatbots, email marketing platforms and social networks. • Execution of Scripts and Playbooks: Follow structured processes for outreach, qualification and handoff of leads to sales closers. • KPI Analysis: Monitor metrics such as conversion rate, response time and lead engagement to optimize processes. • Market Research: Identify trends and opportunities to improve lead acquisition strategy.