• Own sales training and rep efficiency: The core of this role. Design and lead onboarding, ramp, and continuous-development programs for BDRs, AEs, and CSMs, with clear competency models and time-to-productivity targets. Measurably improve how fast and how well reps perform. • Build EverTrue's revenue enablement function from the ground up: Strategy, programs, content, and infrastructure — in direct partnership with the SVP of Sales and broader GTM leadership. • Lead post-acquisition unification: Bring multiple products, sales motions, and personas onto a common methodology, message, and qualification framework, and drive consistent adoption across the revenue organization. • Define EverTrue's AI-enabled selling strategy: Put our investment in enterprise Claude, Gong, and ChurnZero to work — identify and roll out the AI tools and workflows that make reps more productive, and build AI skills into onboarding and ongoing training. • Enable leaders, not just reps: Equip BDR, AE, and CSM managers and senior leaders to coach effectively, inspect pipeline, and reinforce the right behaviors. • Own GTM launch readiness: Partner with Product and Product Marketing so every customer-facing team can confidently position, sell, and support new offerings the moment they launch. • Own the metrics that prove impact: Ramp time, win rate, pipeline conversion, quota attainment, net retention, and expansion — and report enablement's contribution to executive leadership. • Own the enablement ecosystem: The content library (battlecards, playbooks, competitive intelligence, FAQs), the tech stack (LMS, Gong, ChurnZero, CRM workflows), and the governance that keeps it accurate. Make build/buy decisions and manage vendor relationships and budget. • Run a continuous feedback loop: With the field to find gaps, prioritize the roadmap, and improve over time.

• Own and continuously refine revenue forecasting and schedules, ensuring accurate translation of bookings, backlog, and pipeline into revenue • Perform and support revenue reconciliations, including: o Deferred revenue o Unbilled receivables o Contract balances o Coordination with AR on billing status, invoicing schedules, collections impact, and cash forecasting dependencies • Contribute actively to month-end close, year-end activities, and audit processes, ensuring revenue data is accurate, consistent, and audit-ready • Review, validate, and actively shape deal structures to optimize revenue recognition and forecasting outcomes, including: o Advising on commercial terms (acceptance, milestones, delivery timelines) o Recommending contract language and documentation requirements o Identifying risks and opportunities to maximize revenue realization • Partner closely with Sales, Product, Delivery, and FinanceOps teams to anticipate and manage: o Delivery and acceptance milestones o Billing and invoicing progress o Revenue dependencies, risks, and timing impacts • Take ownership of data accuracy and consistency across Salesforce, ERP (Certinia / FinancialForce), and reporting tools • Develop and evolve finance and revenue KPIs (forecast accuracy, backlog conversion, revenue leakage, etc.), using tools such as Tableau, CRMA, or similar • Identify and drive process and system improvements, including automation of revenue scheduling, forecasting, and reporting, with a focus on reducing manual effort and strengthening controls

Role Description We are seeking a proactive, hands-on Lead, Finance Operations to own and optimize our Accounts Receivable (AR) and Accounts Payable (AP) operations. In this key role, you will directly drive collections, manage payment applications and vendor communications, perform ad hoc AR analysis, and ensure smooth, accurate processing of invoices and payments in our ERP. Your work will have a direct and visible impact on cash flow, customer and vendor relationships, and overall financial operations excellence. Success in this role means cleaner books, faster collections, stronger vendor partnerships, and scalable processes that support company growth. Key Responsibilities - Accounts Receivable (AR) - Lead end-to-end collections efforts, including proactive outreach and escalation management to significantly reduce overdue balances. - Oversee accurate and timely application of customer payments and perform thorough reconciliations within the ERP system. - Conduct regular and ad hoc AR analysis, including aging reports, trend analysis, and AR forecasting. - Partner closely with Account Management teams to resolve billing disputes, improve customer payment behavior, and strengthen overall receivables health. - Accounts Payable (AP) - Manage the complete invoice lifecycle: accurate recording of invoices/bills into the ERP with proper coding, approvals, and supporting documentation. - Oversee payment application to vendor bills and coordinate timely, compliant payment runs aligned with cash flow priorities and company policies. - Monitor AP Aging reports. - Support vendor onboarding. Qualifications - Bachelor’s degree in Accounting, Finance, Business Administration, or related field. - 3-5+ years of hands-on experience in finance operations or accounting, with substantial direct responsibility for AR collections and AP processes. - Proven track record in collections management and vendor relationship management. - Advanced proficiency with ERP platforms and Microsoft Excel skills (pivot tables, advanced formulas, data modeling, and analysis). - Excellent written and verbal communication skills, with demonstrated ability to negotiate effectively with customers and vendors and collaborate across departments. - Exceptional attention to detail, organizational skills, and the ability to manage competing priorities while maintaining high accuracy under deadlines. - Self-starter mindset with a history of identifying problems and implementing practical solutions. - Fluent in English (written and spoken). What Success Looks Like - First 90 Days - Perform a thorough diagnostic review of current AR and AP processes, producing a clear gap analysis and prioritized list of quick wins and longer-term improvements. - Achieve consistency, error-free, and timely processing of all invoices and payments. - Establish reliable reporting on AR/AP KPIs that leadership can rely on for decision-making. - Long-Term Success - Successfully champion and implement automation, system enhancements, or process redesigns that deliver measurable time savings and error reduction in daily AR/AP operations. - Play a visible role in scaling finance operations in support of company growth, potentially expanding scope into broader finance projects or leadership opportunities.

You will be responsible for the accurate and timely execution of day-to-day finance operations- spanning payroll, AP, cashflow, VAT compliance, cost analysis, and balance sheet reconciliations while also playing an active role in improving and automating.