• Serve as executive sponsor and strategic advisor on high-impact, multi-year client programs. • Build and sustain C-suite relationships, ensuring the company is positioned as a long-term partner. • Lead strategic account planning and contribute to company-wide client segmentation and targeting strategies. • Personally deliver and influence $2M–$3M+ in annual revenue through direct delivery and opportunity origination. • Identify and shape whitespace opportunities, new service offerings, and market entry strategies. • Collaborate with Sales, Marketing, and Practice Leaders to develop go-to-market strategies and thought leadership campaigns. • Lead the development of new consulting capabilities, methodologies, and intellectual property. • Guide the evolution of consulting practices to align with emerging client needs and industry trends. • Serve as a senior mentor and sponsor for Principal Consultants and high-potential talent. • Lead succession planning, performance management, and leadership development within the consulting team. • Participate in executive leadership forums, including strategic planning, investment decisions, and operational reviews.

• Responsible for achieving Assets Under Management (AUM) growth, increased GDR, and increased number of financial professionals active on the Investment platform within their territory. • Drives growth in Financial Planning and supports Recruiting efforts. • Works closely with financial professionals and field leadership. • Accountable for boosting advisor productivity in the field and increasing adoption of recurring revenue products. • Delivers product information, competitive data, and provides strategic guidance to financial professionals and field leadership in 1:1 or group settings. • Serves as a strategic advocate for field advisors by influencing broker dealer, platform evolution, and service improvements based on real-time advisor needs. • Collaborates with Advisor Services product management team and with Learning and Business Consulting to drive results, increase technology adoption and share uncovered training needs. • Expected to travel significantly.

• Define and own the product vision and strategic roadmap for the Digital Product organization in alignment with Resident’s business objectives and growth priorities. • Spearhead the development of innovative internal applications and data products that create a competitive edge. • Lead product planning and delivery practices across cross-functional teams to ensure high-quality releases that drive measurable business impact. • Lead and grow a world-class product design function, delivering intuitive user interface designs built on a modular, reusable design system. • Champion a customer-centric, data-driven approach across discovery, design, experimentation, and delivery. • Operationalize frameworks for prioritization that balance customer insights, business value, risk, and technical debt. • Define and own key product success metrics (e.g., conversion, AOV, LTV) and establish clear visibility into performance. • Drive rapid experimentation and data-informed decision making to continuously improve product outcomes. • Build, mentor, and scale a world-class product organization including Senior Product Leaders, Product Managers, Product Designers, and associated roles. • Foster a culture of innovation, outcome-orientation, collaboration, and continuous learning. • Develop product management career frameworks and strengthen cross-functional collaboration practices. • Partner with Engineering leadership to optimize delivery processes and ensure architectural alignment with product goals. • Work with Brand, Marketing, Customer Success, Ops, and Data to translate market & customer insights into impactful product outcomes. • Regularly communicate product strategy, progress, risks, and outcomes to executive leadership and broader organization. • Serve as a product thought leader within the company, key partners and external forums as appropriate.

• Own ultimate accountability for end-to-end cross-functional alignment of customer outcomes, including onboarding, implementation, adoption, retention, renewal readiness, and expansion enablement. • Lead and scale Faro’s Customer organization across: - Customer Strategy (customer adoption planning, workflow integration, stakeholder mapping, and expansion enablement in partnership with Commercial) - Clinical Solutions (user education and enablement and analytics interpretation) - Customer Success (formal training programs and customer support) - Professional Services (platform configuration and API-based integrations into customer systems and third-party tools) • Drive the evolution of Faro’s customer operating model by identifying cross-functional breakpoints, strengthening effective practices, and driving standardization where required to support consistency, scalability, and a cohesive customer experience. • Identify where Faro’s current approach will break at the next stage of growth, and proactively evolve the operating model before it becomes a problem. • Create and refine scalable playbooks across onboarding, services delivery, enablement, support, renewals, and customer-led expansion, introducing structure only when it meaningfully improves consistency and outcomes. • Build clarity of ownership and handoffs across teams to reduce friction and improve the customer experience as volume and complexity increase. • Set and oversee the customer operating cadence, aligning on expectations for health reviews, escalation management, renewal forecasting, executive account planning, and delivery tracking, and holding teams accountable for consistent execution in close partnership with functional leads. • Serve as an executive sponsor for key enterprise accounts, building trusted relationships and supporting complex escalations when required. • Maintain Faro’s white glove customer experience at scale, ensuring customers feel prioritized and cared for, not routed into a generic process. • Partner cross-functionally with Product, Engineering, and Commercial teams to ensure customer feedback translates into product improvements and growth outcomes. • Coach and develop leaders and teams, building a culture of ownership, empathy, execution, and high standards.