• Serve as a trusted advisor to Sales Leadership • Provide data-driven insights, forecasting, planning, and operational support • Partner closely with Sales, Finance, and cross-functional teams • Transform sales and financial data into actionable insights and recommendations • Develop sales forecasts and performance analyses • Monitor sales performance, pipeline health, and key business metrics • Support strategic planning, territory planning, and resource allocation

• Own the end-to-end configuration of the TA tech stack — including ATS stages, fields, picklists, scorecards, user access, and permissions • Manage all tools configuration, maintenance, and core setup across the technology ecosystem • Own all integrations across the TA stack — including build, monitoring, and incident response when integrations fail; serve as the primary point of escalation for integration errors and outages • Design, build, and deploy end-to-end AI agents and automation workflows for recruiter-facing and enterprise TA use cases • Own automation architecture and workflow mapping across the TA infrastructure layer • Lead AI proposal triage — assessing feasibility, process impact, and candidate experience implications before approvals are granted • Drive prompt engineering, model management, and ongoing performance monitoring for all deployed agents • Lead the TA systems roadmap — owning evaluation, RFPs, and tech stack planning for the TA team • Manage vendor relationships for all TA technologies • Own tools configuration, maintenance, and integrations • Lead legal and security reviews for AI tool proposals in coordination with the ATO and Enterprise AI teams • Develop business cases for new AI tool investments and support Process & Enablement in evaluating non-AI tool needs • Own AI governance framework and policy for the TA function — including bias auditing and fairness reviews for all AI tools and agents • Lead data privacy and security compliance reviews for AI tools in partnership with Legal and Security • Build and deliver AI-specific enablement curriculum and adoption programs for recruiters and TA stakeholders • Author and maintain all AI-specific documentation, playbooks, and SOPs within the TA knowledge library • Contribute AI agent performance data to TA dashboards and own AI performance reporting

• Serve as the primary point of contact for incoming customer calls and inquiries • Manage high-volume phone and email communication with clients • Schedule service appointments and coordinate technician calendars • Dispatch crews and communicate schedule updates throughout the day • Create, update, and maintain work orders • Track project and service status to ensure timely completion • Communicate proactively with customers regarding scheduling, delays, and service updates • Support administrative functions including data entry, document management, and reporting • Collaborate closely with field crews and leadership to ensure seamless operations • Identify inefficiencies and help develop new processes, workflows, and best practices • Maintain accurate records and ensure exceptional customer service at every touchpoint

• Support the day-to-day coordination of inbound leads, proposals, project timelines, CRM organization, vendor communication, and backend operational tasks • Prepare quotes and proposals using provided templates and direction • Assist with inbound lead follow-up and communication • Maintain accurate and organized CRM data • Track project timelines, production schedules, and operational deadlines • Upload and update content inside Shopify • Provide general administrative and operational support across the business