• Qualify inbound commercial leads (taking the qualification baton from our Lead Nurturing team) • Conduct discovery calls with commercial buyers (facility managers, property managers, small business owners) • Build quotes in our CRM and present them on online or phone calls with confidence • Handle objections, close deals, on the call • Maintain a structured follow-up cadence on every qualified lead — no lead drops • Coordinate site assessments with our certified installer network across Australia • Book installation dates with installers and customers; manage scheduling conflicts • Ensure every project moves cleanly from "quote accepted" → "site assessment" → "installation booked" → "installation complete" → "invoice paid" • Be the single point of contact for the customer throughout the project lifecycle • Resolve issues between customer and installer when they arise; escalate to leadership only when needed • Maintain relationships with our certified installer network (current installers across major AU cities) • Identify gaps in installer coverage and flag to leadership • Quality-check installer performance via customer feedback post-install • Onboarding support for new installers as the network grows

• Manage compensation programs and provide strategic guidance for competitive pay practices. • Oversee merit and performance management cycles for accuracy and timely execution. • Identify opportunities to streamline compensation processes and develop standardized tools. • Provide mentorship to compensation analysts and lead initiatives for data integrity.

• Manage end-to-end B2B cold email & LinkedIn campaigns • Run QA and data workflows • Lead a small ops team to deliver scalable outreach that drives qualified leads • Define, organise, and manage all operational tasks required for each client campaign, including data workflows, messaging, setup, launch, and optimisation • Coordinate and oversee the daily work of a team of three • Monitor campaign progress, track deadlines, and maintain visibility across all active projects • Review campaign deliverables, including lead lists, messaging, technical setups, and outbound sequences • Conduct quality assurance checks before campaigns go live • Ensure best practices are consistently followed across data management, audience segmentation, data cleaning and validation, campaign setup and execution • Identify operational bottlenecks, issues, and inconsistencies in real time, and resolve them quickly • Prioritise work effectively based on urgency and business impact • Collaborate closely with strategy and technical teams to maintain alignment and consistency across campaigns • Document workflows and continuously improve operational processes and team efficiency

• Ensure accurate private investment reporting in Orion, including positions, transactions, valuations, and performance. • Own and manage the Arch → Orion data feed, validating that all private investment data flows correctly. • Monitor daily data exceptions and reconciliation reports, resolving breaks across Arch, Orion, and custodial records. • Troubleshoot data mapping issues, valuation discrepancies, and performance calculation errors with internal teams and vendors. • Assist with the private investment portion of M&A onboarding, including data migration, position setup, and historical mapping. • Review and convert legacy spreadsheets or systems from acquired firms into Arch and Orion. • Support processing and validation of capital calls, distributions, and periodic valuations as needed. • Maintain documentation for reporting standards, system workflows, and data processes. • Collaborate with Technology, Data Engineering, Reporting, and Operations teams to ensure data integrity and system stability. • Communicate clearly with advisors and internal stakeholders regarding reporting status, data issues, and resolutions. • Other duties as needed