• Develop, support, and coach your team of Go-Live Sales Coordinators including 1:1’s, team meetings, and ongoing enablement and professional development • Manage cross-functional relationships and customer expectations that contribute to a high level of customer satisfaction and project velocity • Understanding the needs of the business to identify and target areas of opportunity within various project backlogs. • Play a key role in interviewing, hiring, and enabling team members to support the goals of the business in scaling operations efficiently

• Foster alignment across sales, product, engineering, and marketing functions to develop messaging frameworks that support value drivers and customer stories. • Support the launch of new capabilities, releases, and products, and manage the cross-functional execution of the plan. • Partner with the Product Team to create sales presentations, written and multimedia content, and other collateral related to our products to drive top-of-funnel engagement and accelerate the buyer’s journey. • Strive to be an expert on our buyers across all segments. Help to refine our target market, refine our ICP, and persona definitions. • Support the development of a “voice of customer” playbook and leverage it to inform messaging and product education. • Contribute to the development and delivery of speaking engagements that evangelize our products and offerings across our target markets • Partner with Sales and CS enablement to build the content and tools that move deals forward: pitch decks, demo narratives, ROI models, case studies, solution briefs, and objection-handling resources. • Maintain knowledge of the industry and competitive landscape. Be an expert on our partners and competition, and how they are positioned.

• Administer, configure, and optimize GTM and business applications, including HubSpot, Clay, Instantly, Maildoso, Zoom, Octave, and AI tools. • Build and manage workflows in Clay for account research, enrichment, prospecting, CRM updates, and campaign personalization. • Support HubSpot administration, including data hygiene, segmentation, workflows, imports, exports, and reporting. • Translate business requirements into automated workflows, system configurations, and scalable processes. • Support outbound campaign operations using GTM tools and email platforms. • Manage and optimize email sending infrastructure, including inbox setup, account warm-up, and deliverability best practices. • Develop workflows that connect marketing and sales activities across systems (CRM, campaigns, events, engagement data). • Support AI-driven workflows for research, personalization, and operational productivity. • Evaluate, configure, and implement third-party applications, ensuring proper usage and adoption. • Troubleshoot issues related to workflows, integrations, systems, and data quality. • Create documentation and SOPs to ensure maintainability and process standardization. • Serve as a hands-on partner to stakeholders, helping translate business needs into technical solutions.

• Conduct quantitative and qualitative market analyses, including emerging trends, competitors, customer behavior, and metrics such as adoption rates, churn, trial-to-paid conversion, and industry benchmarks (e.g., growth of the electronic signature subscription market). • Define the ICP (Ideal Customer Profile), map the customer journey, and identify friction points or opportunities to optimize retention and satisfaction. • Develop strategic positioning frameworks and value propositions, translating complex technical features (such as APIs and integrations) into tangible, measurable benefits. • Lead product launch planning and execution, coordinating timelines, resources, and success metrics to maximize impact. • Use data analysis tools to extract actionable insights and propose strategic adjustments aligned with business objectives. • Map direct and indirect competitors, analyzing pricing strategies, positioning, market gaps, and disruptive threats. • Collaborate with product, sales, and customer success teams to align on revenue, adoption, and expansion goals, fostering cross-functional synergies. • Act as the “voice of the customer” in product planning, prioritizing features based on feedback and usage data to drive innovation. • Conduct customer interviews and research to identify churn drivers, upsell opportunities, and qualitative insights that inform continuous improvements. • Manage internal product communications, including training, updates, and enablement materials for sales and support teams, ensuring message consistency. • Lead internal and external stakeholder management, aligning expectations, facilitating cross-functional meetings, and resolving conflicts.