• Take strategic and operational responsibility for our CRM and sales processes • Develop a scalable infrastructure for the customer journey and high-ticket sales processes • Build high-performing, data-driven CRM and sales operations structures • Strategically advance our CRM and sales operations framework • Analyze, optimize, and automate existing processes across the entire customer journey • Create and refine powerful CRM workflows and automations • Define and track key KPIs such as conversion rate, pipeline velocity, lead quality, and customer value • Collaborate with the founders, marketing, sales, and funnel teams • Identify new efficiency and growth opportunities within our sales processes • Build and coordinate a small operations/CRM team • Report directly to executive management

• Partner with Business Development and Marketplace leadership, as well as cross-functional teams, to support initiatives that accelerate Roo’s growth • Build, maintain, and optimize tools, dashboards, and reporting to track performance across markets and sales activities • Analyze field performance and deliver actionable insights to improve productivity and outcomes • Support the development and execution of sales and account management playbooks • Identify and implement systems and processes that improve efficiency, scalability, and revenue attainment • Support and continuously improve Roo’s operating cadence (weekly, monthly, and quarterly business reviews) • Drive execution of GTM programs and operational rollouts in new markets and geographies • Monitor performance against targets and proactively surface insights, risks, and opportunities • Identify gaps in reporting, tools, or processes and independently drive solutions • Partner with Business Development and Account Management teams to support market strategies, including: • Lead generation and conversion optimization • Supply acquisition and marketplace health • Listing quality and pricing optimization • Collaborate with the Data team to size market opportunities and measure ROI of key initiatives • Conduct ad hoc analyses to inform strategic and operational decisions

• Empower Americas sales communities by delivering strategies and programmes that drive excellence and behavioural change. • Serve as a consultant to sales leaders in the USA and Canada, ensuring teams possess the skills, mindset, and tools needed. • Help amplify sales culture during a period of growth to influence revenue outcomes by equipping sellers with needed tools. • Join the North America Sales Enablement team to offer integrated coaching and resources that improve productivity. • Focus on localising and embedding Global Sales Enablement learning programmes for the Americas market. • Optimise toolstack, including Salesforce, Highspot, and Gong, to drive data quality and seller efficiency. • Pilot AI-assisted workflows and automated call feedback tools to enhance coaching outcomes. • Project manage strategic learning initiatives that facilitate partners’ adoption of multiple products and selling full platform value.

• Identify and eliminate bottlenecks that impede speed to quote or speed to close within the Seller Platform team • Build and maintain an intake process for custom projects, RFPs, and client concepting requests • Support marketing campaigns and outreach efforts by providing data insights and segmentation in coordination with the Marketing Operations team • Analyze Seller Platform sales performance, conversion rates, deal cycle times, and sourcing trends, providing insights to both segment leadership and the central RevOps team • Conduct whitespace analysis to identify expansion opportunities across existing customers into additional Halo solutions, informing account prioritization and growth strategy • Identify and report on seller performance, including productivity metrics, activity trends, and contribution to segment revenue goals • Contribute to monthly, quarterly, and annual reporting packages using shared reporting frameworks • Identify and recommend process or structural improvements within the segment, escalating those with broader organizational implications to RevOps leadership • Build and manage dashboards that provide leadership with real-time visibility into Seller Platform pipeline health, funnel metrics, win/loss trends, and performance against revenue targets • Partner with Seller Platform leadership to drive weekly pipeline reviews, ensuring data accuracy and pipeline hygiene that feeds reliably into the company-wide forecast • Analyze historical sales patterns and seasonal buying behavior in the promotional products space to inform demand and revenue forecasting, contributing those insights to the central RevOps model • Implement and continuously improve sales processes for the Seller Platform team, including lead intake, qualification, quoting, pricing, and handoff to account teams • Maintain operational playbooks, workflow documentation, and standardized procedures that ensure consistency and scalability across the segment • Monitor adherence to company-wide sales process standards, flagging deviations and working collaboratively to resolve them • Train new hires on systems, processes, and operating standards to accelerate ramp-up time and drive adoption • Serve as the primary point of contact between the Seller Platform team and the central RevOps function on systems questions, data issues, and process exceptions • Apply company pricing guidelines, margin targets, and quote templates to Seller Platform pursuits, ensuring quotes are accurate, competitive, and aligned with profitability expectations • Escalate pricing exceptions or non-standard deal structures through appropriate governance channels • Participate actively in the broader RevOps operating model, contributing to standards development and maintaining clear two-way communication between the Seller Platform team and central RevOps • Partner with Finance to support budgeting, incentive plan administration, and revenue tracking within the segment • Coordinate with Supply Chain, Creative, and Program Management to ensure seamless execution of new client onboarding.