• Build and maintain pipelines, funnels, and forecast dashboards • Analyze sales funnel conversion, stage leakage, sales cycle length, and pipeline coverage • Monitor sales productivity metrics, including rep performance, win rates, average deal size, and activity trends • Identify drivers of missed or exceeded revenue performance • Support forecast accuracy by delivering pipeline and conversion insights to sales leadership and FP&A teams • Analyze pricing realization, discounting trends, and contract performance • Track adoption of price increases and pricing effectiveness across customer segments • Monitor bureau costs versus pricing performance and margin trends • Build and maintain executive dashboards for sales leadership, account management, and the executive team • Develop KPI scorecards for pipeline, bookings, renewals, churn, pricing, and customer health • Partner with FP&A to ensure alignment between GTM metrics and financial reporting • Ensure CRM data quality and consistency • Work with Data/BI resources to improve reporting infrastructure, automate dashboards, and integrate data • Identify reporting gaps and recommend improvements to systems, dashboards, and processes

• Designing, implementing and maintain solution training for the field sales team members. • Developing both in-person and online curriculum content. • Analyzing sales data to identify opportunities for added, or improvements to, solution education. • Managing the Learning Management System content for solution education. • Managing the onboarding and continued education learning event calendar. • Collaborating with subject matter experts in the development and maintenance of educational content. • Collaborating with sales enablement team members to develop comprehensive learning pathways for onboarding and continued education. • Collaborating to ensure sales enablement tools are current. • Documenting and tracking sales enablement event impact on sales effectiveness. • Collaborating with subject matter experts to keep current on competitive solutions and market changes in the mid revenue cycle market. • Managing team of content specialists maintaining internal demonstration tools. • Keeping demonstration tools updated and under continuous improvement.

Role Description The Head of Sales Operations & Enablement serves as the operational backbone of the revenue organization and Chief of Staff to the Head of Sales. This is a critical backfill hire responsible for building and maintaining the processes, systems, and infrastructure that allow the sales organization to scale - while managing leadership through KPIs and operational cadence. This role is designed for a builder. The ideal candidate has thrived in smaller, entrepreneurial company environments where they have created structure, process, and operational discipline from scratch. Candidates who have only operated inside large, structured organizations will not succeed here. What You Will Own - Sales Operations & Process - Build and maintain the sales operating rhythm - QBRs, pipeline reviews, forecast cadence, and field accountability structures - Own CRM governance, pipeline stage discipline, and process compliance across the sales organization - Drive consistency in sales execution across regions and advisor-facing teams - Identify and eliminate operational bottlenecks that slow advisor productivity and revenue execution - Partner with leadership on territory planning, headcount modeling, and capacity planning - Chief of Staff - Leadership Management Through KPIs - Serve as Chief of Staff to the Head of Sales, owning the operational cadence that keeps leadership aligned and accountable - Build and maintain the KPI dashboards and reporting infrastructure that allow the sales leader to manage the business by the numbers - Run the leadership operating calendar - agenda management, cross-functional alignment, strategic project execution, and meeting discipline - Act as proxy for the Head of Sales on operational and cross-functional matters - Ensure leadership has clean, timely visibility into pipeline, production, advisor activity, and team performance - Sales Enablement Strategy - Develop and execute the sales enablement strategy across onboarding, continuous learning, and field readiness - Build and iterate on training programs covering products, positioning, systems, and sales methodology - Partner with Sales Enablement & Trainer on program design and execution - Align field messaging with marketing and product through launch readiness programs - Cross-Functional Coordination - Serve as the central operational liaison between Sales, Marketing, Product, Operations, Compliance, and Technology - Lead cross-functional initiative coordination and ensure field readiness on all product and process launches - Own sales communications strategy and internal field engagement Qualifications - 7–12+ years in Sales Operations, Revenue Operations, Sales Enablement, or Commercial Strategy - Demonstrated experience thriving in a small company or early-stage growth environment - this is non-negotiable - Proven ability to build sales process, forecasting infrastructure, and KPI frameworks from the ground up - Strong CRM and sales technology expertise; Salesforce experience strongly preferred - Executive presence and communication skills - comfortable presenting to and managing senior leadership - Strong analytical mindset combined with hands-on execution capability Requirements - Financial services, fintech, insurance, wealth management, or advisor distribution experience - Experience serving in a Chief of Staff, Head of RevOps, or VP Sales Operations capacity - Familiarity with Salesloft, Gong, and ZoomInfo ecosystems - Track record managing KPI governance and leadership accountability structures - The right candidate can point to a specific company where they joined with minimal structure and built the operational foundation that allowed the sales organization to scale. Benefits - Competitive base salary and performance bonus - Compensation commensurate with experience

Role Description Reporting to the Sales Operations leadership team, the Sales Operations Specialist plays an important role in helping ensure management can make sound, data-driven decisions. You’ll support the day-to-day operational needs of the sales organization by: - Processing sales contracts to ensure accurate revenue recognition and compliance with legal requirements - Partnering with internal teams to resolve issues relating to commissions, contracts, data, and process improvements - Supporting Sales Management by analyzing data and helping answer business questions - Assisting Legal and Finance teams with monthly and quarterly close activities and reporting - Maintaining accurate sales data and supporting the integrity of key business metrics - Helping support strategic and tactical initiatives across the sales organization to maximize revenue opportunities This role is ideal for someone who enjoys solving problems, working with data, and partnering cross-functionally to improve processes and support business performance. Qualifications - You enjoy solving complex business problems and can adapt quickly in fast-moving environments - You’re comfortable working with large data sets and have strong Excel skills - You’re highly collaborative and enjoy working cross-functionally across different teams and stakeholders - You take ownership of your work, have strong attention to detail, and continuously look for ways to improve processes - You thrive in agile, fast-paced environments and can comfortably roll with changing priorities Requirements - Experience with Salesforce or other CRM systems, including CRM administration concepts - Worked closely with teams across Sales, Marketing, Finance, and IT - Experience supporting compliance with revenue recognition and bookings policies - Strong analytical, written, and verbal communication skills - Ability to manage multiple priorities effectively Benefits - Group Critical Illness, Group Income Protection, Group Life Assurance, Pension, Vision, EAP - Access to our Discounts and Wellbeing Portal - Optional from DAY ONE - Private Medical Coverage & Ride to Work Scheme - Unlimited Vacation - Quarterly paid volunteer days - Lucrative Employee Referral Program (eligible for prior to your first day) - Career development opportunities up/across Bullhorn