• Own end-to-end lead routing logic within the CRM • Ensure all inbound leads are assigned rapidly and systematically track human follow-up • Build and maintain routing rules (territory, round-robin, priority tiers) • Design, implement, and optimize AI-assisted follow-up systems • Ensure every qualified lead is enrolled in structured, multi-touch engagement (5–10 touches) • Continuously refine how AI is used to generate messaging, personalize outreach, and adapt sequences based on lead behavior and signals • Act as the bridge between AI tools and sales teams • Track and report on speed to lead, lead-to-meeting conversion rates, pipeline generated, and effectiveness of AI-driven outreach • Identify bottlenecks in lead handling and conversion through performance monitoring and improvement strategies

• Responsible for building and further developing our Revenue Enablement function • Ensure our teams are optimally enabled across the entire customer journey • Translate the revenue strategy, processes, and systems into effective enablement initiatives • Establish structures that sustainably embed knowledge, skills, and tools into the organization • Special focus on an AI-first approach • Work closely with all revenue-facing teams and act as the central enablement interface • Develop and own our revenue enablement strategy • Analyze enablement needs and derive prioritized actions • Design scalable enablement frameworks as well as training, onboarding, and enablement programs

• Own recurring GTM reporting including pipeline creation, conversion, bookings, forecast trends, renewals, and key performance metrics • Build and maintain executive dashboards, scorecards, and monthly business review materials • Deliver ad hoc analysis to support leadership decisions, board preparation, territory planning, and performance management • Identify trends, risks, and opportunities across the revenue funnel and present actionable recommendations • Support weekly and monthly forecast processes, including data preparation, inspection, rollups, and reporting accuracy • Monitor pipeline health, stage progression, close-date movement, and seller activity trends • Partner with sales and revenue operations leadership on pipeline reviews and opportunity hygiene • Improve forecast consistency through process discipline and reporting enhancements • Build and maintain Salesforce reports, dashboards, list views, workflows, validation rules, and basic automations • Manage user requests, field updates, page layout improvements, and ongoing system enhancements with oversight from system owners • Ensure CRM data quality, governance, and process adherence • Partner with external admins or internal stakeholders on larger system initiatives when needed • Track GTM OKRs and performance metrics across the Revenue team • Support campaign, lead follow-up, and conversion reporting • Help optimize lead management reporting and accountability tracking • Partner cross-functionally to improve workflows, visibility, and execution across the customer lifecycle • Assist with system implementations, integrations, and process improvement initiatives • Build scalable reporting infrastructure aligned with Finance that reduces manual work and improves decision speed

Revenue Examiner I Location: Des Moines, USA Job Number 26-02892 Hybrid Job Description: Salary $42,889.60 - $63,044.80 Annually The Iowa Department of Revenue's Compliance Division is seeking a Revenue Examiner 1 to join our Individual Tax team. The Compliance Division oversees all facets of tax processing, issuances of business permits, and alcohol regulation throughout the state. From the receipt of individual and business tax returns and payments, audits and collections, to routine compliance inspections and regulatory verification of alcohol-licensed establishments, this division is tasked with upholding, enforcing and educating taxpayers and licensees on Iowa's laws and regulations. In this position you will: - Assist customers with account-level information inquiries over the telephone, in-person and via email regarding tax credits - Utilize strong judgment skills to resolve sensitive and difficult situations while using effective communication with both internal and external customers - Conduct complex tax audits by independently performing an office investigation to ensure that individuals or businesses are correctly and accurately claiming tax credits - Review and examine tax returns, make necessary adjustments through gathering all returns filed by the taxpayer, and determine either the correct amount of refund due or additional amount of taxes, penalty, and interest owed by the taxpayer Preference will be given to candidates with the following: - Experience providing customer service to the public - Basic knowledge of preparing, reviewing, or examining tax returns - Ability to gather data and create simple spreadsheets Job Specific Competencies: - Customer and Personal Service - Principles and processes for providing customer and personal service. This includes customer needs assessment, meeting quality standards for services, and evaluating customer satisfaction - Clerical - Administrative and clerical procedures and systems including word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology - Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times Employer Highlights: The Iowa Department of Revenue is a well-respected employer. We are focused on providing excellent customer service, while offering a wonderful team atmosphere, work-life balance, free parking, and casual attire. We offer a flexible working environment and opportunities to work from home with the ability to work from anywhere in the State of Iowa as long as it is your primary residence. We have a great total compensation package for all of our full-time employees, including: - Iowa Public Employees' Retirement System (IPERS) - Retirement Investors Club (RIC) - Flexible Working Environment- Work from Home Opportunities - Health, Dental and Vision Insurance - Vacation Leave - Sick Leave - Paid Holidays (9 days/year) - Flexible Spending Accounts - Life Insurance - Long-Term Disability Insurance The mission of the Iowa Department of Revenue is to serve Iowans through the responsible collection and generation of revenue to support the public good. If you're looking for a career with an organization that values its employees and customers, you've come to the right place. Applicants must live within the State of Iowa to qualify for this position. A background check, including a criminal history check, fingerprint and Iowa tax filing check, will be conducted on the final candidate. Effective July 1st, 2025, all Department of Revenue staff and their household will not be able to play any Iowa Lottery games. E-Verify and Right to Work The State of Iowa participates in E-Verify, a federal program that helps employers confirm the employment eligibility of all newly hired employees. Within the required timeframe, new hires will be verified through the E-Verify system to ensure authorization to work in the United States. The State of Iowa also complies with the federal Right to Work laws, which protect employees' rights to work without being required to join a labor organization. For more information, please visit www.e-verify.gov. Applicants must meet at least one of the following minimum requirements to qualify for positions in this job classification: Applicants must meet at least one of the following minimum requirements to qualify for positions in this job classification: 1) Graduation from an accredited college or university with an associate's degree in any field. 2) A total of two years of education and/or full-time experience, where thirty semester hours of accredited college or university course work in any field equals one year of full-time experience in tax, accounting, bookkeeping, auditing, insurance, analysis of financial or business forms and data, or answering technical or tax-related questions. 3) Current, continuous experience in the state executive branch that includes one year of full-time work in tax, accounting, bookkeeping, auditing, insurance, analysis of financial or business forms and data, or answering technical or tax-related questions.