• Support sales leadership and operations. • Evaluate and qualify inbound leads and route them appropriately. • Schedule and organize meetings for the sales team. • Gather pre-sale account insights. • Maintain HubSpot data quality, workflows, dashboards, and reporting. • Maintain pipeline hygiene and surface reporting that helps the team and leadership see what’s moving. • Map sales and sales-support workflows and solve for process bottlenecks. • Design, build, and maintain automations that reduce manual effort. • Help teams leverage AI to improve productivity and reduce administrative work.

• Own the day-to-day administration and accuracy of Bottom Line’s Learning Management System (GoFarHub) • Manage systems for tracking training completion, participation, and compliance across the organization • Ensure staff training assignments in GoFarHub align with ADP records and role requirements • Build and maintain dashboards and reports that clearly show training progress, completion rates, and gaps • Monitor system usage and engagement data to identify trends and recommend improvements to system effectiveness • Analyze training completion data, assessment results, and learner engagement to identify where staff struggle or disengage • Regularly share training completion data and insights with Training & Learning leadership, HR, and department leaders • Flag and escalate compliance risks and partner with managers and HR to support follow-up and accountability • Troubleshoot system issues and collaborate with the Product Team to implement updates and improvements • Ensure staff and managers receive clear, consistent communication about training expectations, deadlines, and progress • Identify patterns in training data, systems usage, and project execution to surface insights and recommend operational improvements • Support continuous improvement of training operations by strengthening processes, documentation, and cross-team visibility • Coach team staff and people managers on how to interpret training data and apply best practices to address low completion, engagement gaps, or compliance risks • Support the implementation and ongoing management of the Training & Learning team’s evaluation framework, including tracking defined success metrics for trainings (completion, comprehension, satisfaction, and application) • Create, distribute, and manage evaluation tools such as training feedback surveys, assessments, and post-training follow-ups • Review and analyze training feedback survey responses to identify strengths, gaps, and opportunities for improvement • Synthesize quantitative and qualitative data into actionable insights and operational recommendations for the Training & Learning team • Identify patterns across training data and feedback to surface operational trends and areas for improvement • Implement processes for regularly reviewing and updating trainings based on evaluation findings and established team priorities • Partner with training content owners and SMEs to support the execution of improvements informed by evaluation data • Ensure evaluation practices are implemented consistently and reliably across trainings and initiatives • Maintain dashboards, reporting tools, and tracking systems related to training evaluation efforts • Lead project management for Training & Learning initiatives, ensuring projects are well-organized, on track, and completed on time • Develop and maintain clear project plans, timelines, and trackers for key initiatives • Coordinate across departments to gather inputs, align stakeholders, and move work forward • Facilitate meetings, track milestones, and communicate progress updates to stakeholders • Support pilot programs and new initiatives by ensuring strong operational execution • Identify process gaps during project execution and suggest practical improvements • Manage operational coordination of training and onboarding activities for new site launches in partnership with the Director of New Sites • Develop and maintain onboarding trackers, timelines, and documentation to ensure readiness milestones are met • Coordinate with subject matter experts to ensure training content and onboarding materials are delivered effectively • Track onboarding completion and gather feedback to improve future launch processes • Partner with the Director of New Sites to support evaluation of onboarding and training effectiveness for new site launches, including analyzing training completion rates and feedback data • Document lessons learned and contribute to improving repeatable onboarding systems • Support logistics and coordination for training programs as needed (e.g., scheduling, session setup, communication) • Maintain clear documentation of processes, workflows, and operational practices • Ensure consistency and follow-through across Training & Learning operations • Duties, responsibilities, and activities may change at any time with or without advanced notice.

• Manage and maintain the CRM (HubSpot), ensuring data accuracy, pipeline hygiene, and up-to-date records • Support the sales team with administrative tasks including contract preparation, proposals, and sales documentation • Track and report on key sales metrics, pipeline activity, and performance dashboards • Coordinate scheduling, follow-ups, and communications between the sales team and prospects or clients • Assist in onboarding new clients and ensuring a smooth handoff from sales to delivery or account management • Manage inbound inquiries and route them appropriately within the sales team • Maintain and organize sales collateral, templates, and shared resources • Identify and flag process inefficiencies and support continuous improvement initiatives • Liaise with marketing, operations, and finance teams to support the full sales cycle

• Own the Deal Strategy intake board: review, approve, reject, or route requests against guardrails or triage where net new. • Triage and process T&C and commercial-agreement redlines with Legal support including inserting pre-agreed custom clauses into order forms. • Handle deposit-waiver, payment-term, payment-method other Treasury exceptions with Treasury, weighing ROI and credit risk. • Review order forms for pricing, currency and billing accuracy before close. • Prioritise deals by $ impact (MRR), close date and risk exposure (credit, legal, compliance). • Maintain the clause library and pre-approved pricing/terms playbooks so reps can self-serve standard cases. • Run XFN taskforces for our largest deals and keep XFN blockers moving. • Track and report Deal Approval metrics (time-to-decision, % self-serve vs high-touch, rework/reroute rate); use the data to propose guardrail tweaks. • Design and evolve guardrail frameworks and exception-handling processes; drive adoption cross-functionally • Design enablement programs for large deals and competitive positioning topics.