Mission of the Role To build relationships with financial advisors by initiating outbound conversations, educating them on Pathfinders’ career-first, ROI-driven approach, and scheduling qualified partnership meetings. This role fuels strategic alliances that drive long-term client referrals. Core Responsibilities Outbound Prospecting (Primary Function) - Conduct daily cold calls to financial advisors, RIAs, wealth managers, and planners - Identify firms serving families with high school–aged children - Navigate gatekeepers and decision-makers Conversation & Positioning - Lead with insights that resonate with advisors: - Rising college costs - Student debt impact on family wealth - Lack of career clarity in traditional planning - Clearly articulate Pathfinders’ differentiator: - We start with career outcomes first - Then align education + financial ROI Appointment Setting - Schedule introductory partnership meetings with Pathfinders leadership - Qualify advisors based on: - Client demographic fit - Interest in value-added services - Openness to collaboration CRM & Pipeline Management - Track all outreach activity - Maintain notes on conversations and follow-ups - Execute consistent follow-up cadence Key Performance Indicators (KPIs) - Calls per day/week - Conversations with qualified advisors - Meetings scheduled - Meeting show rate - Partnership conversions

Since our founding in 2011, our mission has been to improve the lives of seniors and their caregivers. We are deeply passionate about communication and committed to becoming the foremost provider of services and solutions that enable seniors to lead more meaningful and independent lives. We also understand the power of connection and the profound impact it has on the lives of individuals who are hard-of-hearing. By utilizing enhanced automatic speech recognition, human captioning, and innovative product development, we deliver easy-to-use, cutting-edge technology to our primarily senior customer base. Our near real-time phone captioning technology allows individuals with hearing loss to see what callers are saying, enabling them to regain their connection to the world. ClearCaptions is a Federal Communications Commission (FCC)-certified telephone captioning provider, adhering to the highest industry standards of privacy, security, and professionalism. We recognize the importance of maintaining the trust and confidence of our customers, and we continually strive to exceed their expectations. For more information about our services please visit clearcaptions.com. The kind of people we look for: - Versatile people who thrive on variety and challenge - Excited about working in a fast-paced environment. - Innate problem solvers who want to grow in a flexible, collaborative culture. - Takes initiative, pushes boundaries, motivated to innovate. - Individuals with a growth mindset who want to use their learning and relationship-building skills. - Align with our company core values: Integrity, Accountability, Collaboration, Service and Quality. Summary: The Director of Financial Planning & Analysis will own and transform the company’s financial planning, budgeting, forecasting, and performance analysis capabilities. As a critical advisor to senior leadership, this role will drive strategic decision-making through forward-looking insights, rigorous analysis, and deep understanding of business performance. What This Role Does: - Leads the annual budgeting process, long-range financial planning, and quarterly forecasts in coordination with the executive leadership team. - Owns monthly and quarterly financial reporting packages delivered to senior leadership and the Board of Directors, including variance analysis, KPI tracking, and executive-level commentary. - Coordinates with Accounting to ensure our monthly close processes are set up to deliver the information necessary to derive a full understanding of our financial performance. - Advises business unit leadership on financial implications of major decisions. - Oversees the monthly Sales and Operations Planning (S&OP) and capital project forecasting projection process, integrating data from key stakeholders and working collaboratively to deliver timely and reliable forecasts. - Develops and maintains a program to track corporate capital and project spending, enabling program and project managers in resource planning and cost control. - Builds and mentors a high-performing FP&A team, fostering a culture of continuous improvement, accountability, and excellence. - Takes an active approach to talent management by onboarding, mentoring, and inspiring a diverse, highly engaged, and small but skilled team. Continuously strengthens team capability through talent development, succession planning, and recruitment. - Performs other duties as assigned. What You Will Bring: - A bachelor’s degree in finance, accounting, or a related field is required; a master’s degree or CFA/CPA is preferred. Equivalent combinations of education and relevant experience will be considered. - A minimum of 10 years of experience is required. - A minimum of six (6) years of demonstrated people management skills including training, developing, and mentoring team members including a remote environment. - Strong command of accounting, corporate finance, and forecasting. - Expertise in xP&A/CPM tools such as Adaptive Insights; advanced Excel skills; familiarity with CRM and ERP tools. - Experience working closely with investors in private equity-backed organizations, including supporting due diligence for debt and equity financing and M&A activity. - Exceptional communication skills, with the ability to translate complex financial information to non-financial stakeholders. - Proven ability to lead cross-functional initiatives and drive results in a remote-first environment. - Demonstrated ability to lead through influence, including mentoring others, leading initiatives or workstreams, contributing to best practices, and driving cross-functional outcomes in large organizations. - Respectful and outstanding leadership skills that motivate colleagues to focus their energy on achieving business goals. - Ability to plan and manage at both strategic and tactical operational levels. Works to achieve goals while overcoming obstacles and/or planning for contingencies. - Strong analytical, planning, and budgeting skills. - Excellent verbal and written communication, presentation, and problem-solving skills. - Self-starter with strong organizational and time management skills, self-directed and able to handle multiple priorities with demanding timeframes. - Ability to work collaboratively with colleagues and staff to create a high-quality, results-driven, team-oriented environment. - Demonstrated ability to use discretion, make sound decisions, and maintain confidentiality. - Willingness and ability to work flexible hours as needed and travel up to 10%, which may include occasional overnight travel. - Proficiency in Microsoft Office Suite and modern communication tools for virtual teams (e.g., Microsoft Teams, Slack). Preferred: - Exposure to SaaS, telecom, or healthcare tech industries. Physical Demands: In accordance with the Americans with Disabilities Act (ADA) and applicable state and local laws, the Company will provide reasonable accommodations to qualified individuals with documented disabilities to enable them to perform the essential functions of the job, unless such accommodations would impose an undue hardship. Employees seeking accommodation should contact the People Department to initiate the interactive process. Employees may experience the following physical demands for extended periods of time: - Sitting, standing, and walking (95-100%) - Keyboarding (70-90%) - Viewing computer monitor, tablet, and cell phone requiring close vision (70-90%) Work Environment: 100% Remote with Travel: Work environment is primarily indoors (home office, customer or vendor sites, or other business meeting venues); travel may involve exposure to varying weather and temperature conditions, as well as driving and traffic hazards. Travel is required, approximately 10%, which may include overnight and out-of-state trips. Compensation: $170,000 to $190,000/yr plus 15% bonus determined by competitive market analysis and internal equity considerations. Final compensation will be based on the candidate’s qualifications, experience, and business needs. For details on our comprehensive benefits program, visit www.clearcaptions.com/careers to explore our total rewards package. Intrigued to learn more? When you apply for this role, your information will be personally reviewed by our talent acquisition team (not by a robot). You can expect to hear back from us if we think there could be a fit and what next steps look like. ClearCaptions is an equal opportunity employer committed to inclusion and diversity. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Disclaimer: The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job. ClearCaptions does not offer sponsorship for work authorization. Candidates must be authorized to work for any employer in the US without a current or future need for Visa sponsorship.

• Build the enablement roadmap and run programs end-to-end in partnership with Sales Leadership, RevOps, Marketing, Product, and Compliance. • Design and deliver structured onboarding, 30/60/90 ramp plans, and readiness checkpoints that reduce time-to-productivity. • Implement a scalable coaching system (call listening/scoring, role plays, deal reviews, pipeline inspection) to improve seller effectiveness and confidence. • Own a tiered curriculum (foundational → advanced) that strengthens consultative selling, financial planning acumen, and competitive value defense. • Create and maintain a single source of truth for sales playbooks, discovery guides, objection handling, competitive positioning, and best practices—built for real field use and adoption. • Define enablement KPIs, track adoption and proficiency, and tie programs to business outcomes (ramp time, conversion rates, win rates, cycle time, call quality). • Partner with Compliance/Legal to ensure training, messaging, and field tools support compliant communication and high-integrity client engagement. • Lead and develop a high-performing enablement team and/or a network of field champions.

• Coordinate defining and managing the vision, strategy, and roadmap for the Finance CoE, targeting the office of the CFO. • Define and champion the vision for integrating next-generation AI, including agentic workflows, into the Finance Applications suite. • Develop and maintain a long-term AI roadmap that transforms how the office of the CFO operates, focusing on automation, insight generation, and decision intelligence. • Drive the delivery of Finance Applications incorporating the suite of Anaplan platform components (including model and UX building, Application Framework, AI, user management, data integration, reporting, forecasting, etc.). • Allocate resources and prioritize initiatives across the team to align with business objectives. • Lead, mentor, and grow a team of product managers, recruit, hire, and onboard new talent to build a high-performing team. • Define and track key performance indicators (KPIs) to measure the success and impact of Finance Applications. • Drive Alignment and consensus across Anaplan’s Product Management, Sales, Customer Success, and GTM Enablement Teams to ensure seamless integration of Finance Applications into Anaplan’s GTM motion. • Work with Anaplan Partners to help define and certify partner-built applications. • Mentor other product managers on the team, lead by example, and help to establish best practices for the product management organization.