• Serve as the strategic financial partner to the Chief Revenue Officer and sales leadership • Own the end-to-end revenue planning process across multiple revenue streams • Develop and maintain revenue forecasts • Lead forecast review calls with sales leadership • Build and maintain revenue recognition models • Partner with Sales Ops to own data governance • Design quota coverage review processes • Build and maintain revenue operations reporting stack • Act as finance liaison for CRM integration work • Own monthly commissions calculation process • Analyze customer economics and build financial models

• Own project workstreams by structuring problems, prioritizing analyses, and delivering high-quality outputs under tight timelines • Gather, analyze, and synthesize primary and secondary data to develop actionable client insights • Build and communicate clear, client-ready materials, including presentations and written deliverables • Collaborate with project teams to diagnose client challenges and develop practical, data-driven recommendations • Support firm growth through proposal development, business development efforts, and mentoring junior team members

• Conduct financial consultations to identify client goals and recommend solutions aligned with their objectives • Facilitate onboarding and asset consolidation for clients entering Empower’s Wealth Solutions program • Utilize Salesforce and Empower’s planning tools to manage pipelines, document interactions, and follow up on opportunities • Collaborate with Senior Financial Advisors and Relationship Managers to ensure seamless client transitions • Meet monthly activity and conversion targets while maintaining regulatory and policy compliance

• Drive software-led business and regional strategy: Partner with Product Management, Engineering, Regional GMs, Strategy, and Services delivery teams to develop long-term product and regional strategies that support growth. • Translate strategy into the Annual Operating Plan through prioritized initiatives and capital allocation decisions informed by ROIC. • Optimize product investment: Benchmark product investment as a percentage of revenue against external comparables to support investment optimization. • Identify the right balance of capital allocation between GridOS and Heritage portfolios. • Strengthen delivery accountability: Partner with Product, Engineering, and system integrator partners to drive on-time delivery with the required quality and service-level performance. • Establish governance for future orders: Work with Product, Commercial, and Services teams to define governance and decision rules for roadmap commitments and non-roadmap requests. • Develop processes to evaluate and support pricing bids tied to delivery obligations on new opportunities. • Support resource location strategy: Partner with HR, Product Leadership, R&D Finance, and system integrators to optimize the cost mix and location strategy for resources. • Drive pricing and capital allocation discipline: Lead the development and adoption of pricing review frameworks and improve their effectiveness. • Support Product Management in understanding financial performance, applying ROIC-based investment principles, and strengthening ownership of pricing decisions. • Enable prioritization of customer commitments: Partner with Services Finance and Commercial Finance to improve processes for identifying product dependencies across projects and deals. • Help Product Management prioritize work to reduce liquidated damages, avoid revenue leakage, and improve delivery outcomes. • Enhance profitability analytics: Develop and improve profitability views by product, customer, and project to support growth, expand gross margin, and improve business performance.