• Manage forecasting processes, pipeline reviews, and opportunity governance for Latitude • Support quote management workflows and operational process execution • Improve CRM data quality, adoption, and sales process consistency • Build dashboards, reports, and operational insights for Sales Leadership • Coordinate with Revenue Systems teams on Salesforce enhancements and process improvements • Analyze sales performance trends, pipeline health, and operational KPIs • Support territory planning and compensation tracking initiatives • Assist with onboarding, documentation, and operational process training • Partner cross-functionally with Marketing, Finance, Product, and Customer Success teams • Support operational integration efforts and process standardization initiatives • Identify workflow inefficiencies and recommend scalable improvements • Support marketplace and channel sales operational processes

• Formulate and execute the strategy for proposals and sales agreements • Define the business structure, pricing, and proposal development • Support client negotiations • Identify new opportunities with functional partners to develop new products and services aimed at business growth • Use Lean Six Sigma methodologies to improve the proposal process • Develop in-depth knowledge of the sales territory, product lines, markets, sales processes, and customer segments • Review, draft, and negotiate supply and service contracts for large-scale engineering projects

• Provides support to the Sales team, with a high attention to detail • Researches, analyzes, and documents findings • May coach and review the work of other team members • Develops and enhances key processes related to the Sales organization • Facilitates an open dialogue around business needs and expectations, within and outside the Sales function • Maintains and administers operations systems (ConnectWise, MCP, Quosal, etc.) and the related processes and procedures • Manages issues and supports the Sales team with technical and training assistance in quote creation, delivery, management, and execution processes • Manages outstanding sales quotes and proposals to keep sales information accurate and flowing properly • Reviews sales processes and procedures and offers recommendations for ways to make Sales and Sales Operations more efficient and streamlined • Builds out reporting needs for the Sales team • Identifies trends, deficiencies, and inconsistencies within sales data through data analysis and offers suggestions on interpreting the data • Acts as a point of contact for escalated inquiries or issues

• Formulate and execute the strategy for sales proposals and agreements. • Define business structure, pricing, and proposal development. • Support customer negotiations. • Identify new opportunities with functional partners to develop new products and services aimed at business growth. • Use Lean Six Sigma methodologies to improve the proposal process. • Develop in-depth knowledge of the sales territory, product lines, markets, sales processes, and customer segments. • Review, draft, and negotiate supply and service contracts for large-scale engineering projects involving power systems, electrical equipment, and complex EPC/EPCM scopes. • Legal knowledge with proven ability to identify, assess, and mitigate contractual risks in key clauses (e.g., scope, performance guarantees/penalty clauses, warranty, intellectual property, change orders/variations, indemnities, limitations of liability, termination, and dispute resolution), providing advisory support to internal stakeholders and driving commercially balanced outcomes.