• Audit current GTM stack (Attio CRM, outbound tools, internal workflows) and flag gaps or broken connections • Connect and configure tools so data flows correctly between CRM, outbound, and reporting layers • Build dashboards and reports that give leadership visibility into pipeline health, experiment results, and rep activity — without needing to pull it manually • Set up automations to reduce manual ops work (lead routing, status updates, Slack alerts, etc.) • Write clear documentation so the team can maintain what you build • Flag any data quality issues and help define naming conventions, lifecycle stages, field standards

• Lead a team of Analysts focused on driving insights to key business problems through data visualization • Collaborate with other leaders to develop a strong understanding of key business priorities • Provide thought-partnership to other ROPS teams

• Lead Sales Forecast Cadence • Monitor and interpret sophisticated data sets to identify trends, opportunities, and patterns that inform decision-making processes • Monitor and refine planning strategies • Assess sales targets and geographical regions models, capacity planning, coverage ratios, and efficiency assumptions • Provide data‑driven recommendations to optimize territory design and align quotas, including support for mid‑year adjustments • Partner closely with Finance and Sales leadership to ensure plans are equitable, executable, and aligned to revenue targets • Partner with sales leadership and teams to refine strategies, improve execution, and support sales goal attainment • Ensure that quota and territory plans are tightly connected to forecasting processes, enabling accurate performance tracking, risk identification, and scenario modeling • Deliver data-driven insights by translating sophisticated data into clear, compelling stories that highlight key performance drivers, business implications, and actionable recommendations to improve sales performance and drive business growth

• Revenue Lifecycle Exposure: Learn how leads move through the funnel—from first contact to closed deal and renewal—and help document or analyze parts of that journey. • Process Improvement Support: Assist with identifying inefficiencies or friction in sales and client success workflows and help propose or test improvements. • Deal & Pricing Support: Help prepare deal documentation, track approvals, and support the Revenue Operations team with deal desk coordination. • Reporting & Insights: Assist with building and maintaining dashboards and reports that help Sales and Client Success teams understand pipeline activity and performance. • CRM & Tools Support: Help maintain and update data in tools like Salesforce and HubSpot to ensure accuracy and consistency. • Data Quality Checks: Assist with data validation, cleanup projects, and documentation to improve data integrity across GTM systems. • Automation Assistance: Support small automation or workflow projects by documenting requirements, testing changes, or validating outputs. • Cross-Team Handoffs: Help ensure sales and client success data is organized and ready for Finance and Accounting handoffs. • Cross-Functional Exposure: Work closely with Revenue Operations, Sales, Client Success, Marketing, and Finance partners to understand how each team contributes to revenue. • Project-Based Learning: Take ownership of well-scoped projects with clear goals, timelines, and mentorship. • Operational Documentation: Help create or update process documentation, playbooks, and internal guides.