• Own end-to-end inventory visibility, PO coordination, and supply chain execution across key sales channels • Ensure inventory is planned, ordered, tracked, received, and allocated correctly across DTC, B2B, Walmart, and fulfillment centers • Work closely with internal teams, fulfillment partners, and channel partners to keep inventory moving • Manage monthly PO planning, submissions, tracking, and vendor confirmation • Monitor inventory levels across both fulfillment centers and all active SKUs • Run daily checks on key SKUs and escalate stockout risks immediately • Forecast demand across DTC, B2B, and Walmart as a dedicated channel • Manage Walmart inventory needs through RJW and SPS Commerce workflows • Upload reports into the forecasting tool and review inventory recommendations • Lead weekly meetings to review POs, production, and shipments • Track inbound shipments and confirm inventory is received at the correct facility • Coordinate inventory allocation between fulfillment centers and channel needs • Maintain accurate PO, inventory, shipment, and forecast trackers • Monitor new SKU development, pricing, and production timelines • Document updates, risks, action items, and recommendations for stakeholders

• Responsible for the oversight of a team or group • Monitor performance by close interaction with project leadership/functional leadership • Ensure ongoing/revised project documentation and correspondence is accurate and complete • Provide consultation, facilitate metrics collection and develop action plans • Ensure direct reports meet departmental and project productivity and quality metrics • Manage employees from multiple disciplines and act as role model for location • Demonstrate leadership within department, function or location

Role Description Use critical thinking and follow clear and concise processes to ensure that all paperwork/checks in and out of the organization are secure, accounted for, accurate, and in the correct location/queue so that we process items effectively and efficiently. Duties/ Responsibilities: - Review all client paperwork that has been scanned into Account Central or Zendesk from the mailroom throughout the entire day as follows: - Account Central: work items created by the mailroom for client paperwork submitted without a barcode cover sheet or stamped work item at the bottom of the application (responsibilities include: indexing to the proper client folder, indexing of client documents, separating of client applications to their own document line (if applicable), indexing to the correct Request Type) - Zendesk: scanned client paperwork that comes in with a barcode cover sheet or stamped work item at the bottom of the application (responsibilities include: separating and saving the client PDF paperwork, finding the applicable work item in Account Central under Pending Advisor Review, upload the saved documents to their respective document within the work item and completing the work item to the back office for processing) - Notify Support Services when paperwork is ready for them to QC - Receive ALL original paperwork from the mailroom/Support Services team and lock in the vault for safe keeping until mailing. Original paperwork is the responsibility of Document Management. - Acquire if necessary (not just requested) the proper signatures needed on various forms - Work with the mailroom to create all UPS labels and prepare the envelopes - QC the envelope label to ensure it has the proper address per all the notes listed on the forms and notify Support Services of any exception mailing instructions. - Add the tracking numbers to the work item in Account Central - Confirm everything that leaves the office has been scanned so we can confirm what went into an envelope - Complete the work item from the mailout queue in Account Central - Monitor outlook email inbox for items coming from transfer companies, TPA approvals, etc. - If the paperwork needs to be added to Account Central - upload the item. - Work with the mailroom on returned mail communications to the field and service teams. Qualifications - Bachelor’s degree in a related field or the equivalent combination of education and/or experience is preferred. - 2+ Years Customer Service experience preferred - Strong verbal communication skills - Computer proficient – Familiar with Microsoft Office Programs, Internet, etc. - Financial Services background is a must, and some Investment/Brokerage Operations experience is preferred. - Document management and experience in same day processing is a plus Requirements - Detail oriented - Critical thinker - Organizational and time management skills - Flexibility - Customer service orientation - Deadline sensitive - Quality control oriented - Ability to maintain knowledge base of multiple products and services - Ambition to pursue a career in the financial services industry Physical and Other Requirements - May sit at work station for extended periods of time; may view computer screen for extended periods of time. - Periods of fast pace are typical particularly when working to meet daily deadlines. - May need to lift boxes up to 35lbs. Company Description Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as well as to the letter of all applicable laws and regulations.

Role Description O time de Revenue Operations tem a missão de desenhar, padronizar e escalar o motor de receita da Nuvemshop, conectando dados, processos e tecnologia ao dia a dia das operações de Sales, Marketing, Partnerships, Onboarding e Customer Success. Atuamos de forma transversal, apoiando a tomada de decisão, garantindo consistência operacional e viabilizando crescimento com escala. Nosso foco é transformar operações complexas em processos claros, mensuráveis e sustentáveis, com impacto direto em aquisição, expansão de GMV, retenção de clientes e eficiência dos times. Nesta posição, você fará parte de um time que está construindo e evoluindo a operação, em um contexto de crescimento acelerado, múltiplos países e desafios reais de escala. - Executar e suportar o ciclo de planejamento da operação, incluindo definições de metas, budget, forecast e regras de comissionamento; - Entregar análises de performance diagnósticas para apoiar decisões táticas e estratégicas; - Calcular, acompanhar e reportar métricas e unit economics (ex.: LTV, CAC, Churn, Payback) para rituais executivos (WBR/MBR/QBR); - Desenvolver modelagens de capacidade e análises financeiras para sustentar decisões de crescimento e priorização; - Estruturar, documentar e otimizar processos operacionais e de go-to-market, garantindo alinhamento entre funil, jornadas e regras de negócio; - Apoiar a operação e governança do CRM, incluindo dados, relatórios, dashboards e automações; - Atuar em parceria com stakeholders para identificar desvios de performance, gargalos operacionais e oportunidades de melhoria. Qualifications - Experiência prévia em Revenue Operations, Marketing Ops, Planejamento Comercial, Analytics, ou áreas correlatas; - Vivência em empresas de tecnologia/SaaS ou ambientes de alta complexidade operacional; - Experiência com ferramentas CRM (preferencialmente Hubspot); - Domínio avançado de Excel/Google Sheets para análise de dados e acompanhamento de KPIs; - Perfil analítico, com capacidade de execução, organização e visão de negócio; - Boa comunicação para estruturar problemas, sintetizar análises e interagir com stakeholders de diferentes níveis; - Visão estratégica e governança em IA para RevOps: capacidade em aplicar modelos preditivos de alto impacto (LTV, scoring, demand sensing) focando no retorno real de funil, garantindo critérios claros de auditabilidade, compliance e mitigação de vieses; - Mentalidade de aprendizado contínuo e experimentação: capacidade de usar senso crítico sobre dados e tendências globais de RevOps/AI para criar uma cultura de testes segura e elevar a barra estratégica do time. Requirements - Conhecimento em SQL; - Experiência com ferramentas de visualização de dados (Tableau, Power BI, Looker); - Vivência com ferramentas de automação no-code (Zapier, Make, n8n); - Espanhol e/ou inglês. Benefits - Plano de Saúde, Plano Odontológico e Seguro de Vida; - Flash Benefícios: Plataforma que reúne vale alimentação, vale refeição e outras categorias como educação, entretenimento, cultura, saúde, bem-estar, auxílio home office e muito mais; - Aulas de espanhol semanais gratuitas; - Totalpass: As melhores redes de parcerias para atividades físicas, mindfulness, terapia, nutrição e qualidade do sono, com diversos planos disponíveis; - Descontos nos cursos da Coderhouse; - Auxílio creche para crianças de até 5 anos; - Licença de família estendida para 21 dias corridos para pessoas não grávidas ou adotantes. A licença maternidade é de 4 meses e a licença parental de 21 dias. O benefício também vale para famílias que adotarem ou obtiverem a guarda judicial da criança e para casais homoafetivos; - Além das férias, temos uma semana de descanso para recarregar as energias no final/começo do ano; - Uma Nuvemshop gratuita para você ou pessoa próxima; - Somos #remotefirst - o que significa que damos prioridade ao trabalho remoto dentro do país de contratação, sempre que a função permitir; - E um ambiente de desafio contínuo, propósito e protagonismo — aqui você é livre para pensar grande e ter atitude gigante.