• Configure and approve pricing and packaging with a deep understanding of deal profile, margins, and implications • Partner closely with systems teams to operationalize, maintain and improve pricing and packaging programs, optimizing for speed and efficiency while maintaining guardrails to mitigate risk • Analyze and report on data to assess profitability, effectiveness of price packages, market dynamics and other KPIs • Work with legal and sales teams to ensure contract accuracy and compliance • Identify gaps, bottlenecks or risks in our current infrastructure to drive sales velocity and prevent negative customer experiences • Drive efficiency improvements by assessing current Deal Desk processes and optimizing them through the strategic use of systems and approval workflows

• Oversee daily, weekly, and long-term cash forecasting, reporting and liquidity planning • Manage banking relationships, financing facilities, and debt compliance • Lead cash management activities, including cash positioning, intercompany funding, and international cash repatriation • Manage global insurance program, including coordination with insurance brokers to ensure appropriate coverage types and limits across the organization’s properties and activities • Develop and execute treasury policies related to cash, debt, investments, and risk management • Monitor and manage financial risks, including interest rate, FX, and counterparty risk • Support capital structure planning, financing transactions, and refinancing activities • Partner with Accounting on month-end close, treasury-related accounting, and internal controls • Ensure compliance with debt covenants, treasury policies, and applicable regulations • Prepare treasury-related reporting and analysis for senior leadership

• Own end-to-end campaign management on LinkedIn, Facebook, and TikTok for US and international markets • Partner with MOps and RevOps to connect paid pipeline to revenue outcomes and optimize for downstream conversion • Create the single source of truth for paid performance: ROAS, CAC, pipeline contribution, and channel efficiency metrics • Translate performance data into strategic recommendations for budget allocation, channel mix, and creative direction • Design and run A/B tests on creative, messaging, audience targeting, offers, and landing page variations • Partner with an external agency to build and operationalize Vanta's attribution model, including touchpoint tracking, funnel credit logic, and lift testing for paid ads • Define how marketing touchpoints are tracked, classified, and credited across the funnel, ensuring attribution integrates into planning, budgeting, and reporting • Identify and resolve funnel tracking gaps in partnership with RevOps and Data teams • Support forecasting and budget allocation processes by delivering strategic recommendations that guide GTM strategy and channel mix • Synthesize insights for executive stakeholders to inform long-term investment tradeoffs • Help shape our PLG measurement strategy ahead of a 2026 rollout • Contribute to hiring and long-term team design as this role has a clear path to evolve into formal people management

• Own multiple client data and EMR migrations simultaneously • Serve as the primary point of contact for clients during the migration process • Build and manage detailed migration project plans • Coordinate cross-functionally with Product, Engineering, CX, and Compliance teams • Proactively identify and escalate risks early • Oversee quality assurance of migration outputs • Improve and scale migration operations by refining documentation and tracking systems • Contribute to building a more scalable migration playbook