• Act as the primary Salesforce and CPQ admin, executing system changes, implementing configuration updates, and maintaining documentation • Own and evolve the Revenue Operations dashboard, surfacing key insights to Sales and Executive teams around pipeline, bookings, churn, and net ARR performance • Support the weekly Revenue Growth Call through reporting, dashboard maintenance, data analysis, and preparation of recurring business metrics. • Build and maintain recurring and ad-hoc reports for the CFO and CRO, including ARR forecasts and performance summaries like those used in board and FP&A presentations • Partner with our Senior Deal Desk Specialist to: Streamline quote processing and CPQ configurations, improve quote templates, DocuSign formatting, and sales order accuracy, and ensure end-to-end data consistency from quote to billing to revenue recognition • Intake and triage GTM systems-related requests across the Sales, CS, and Finance orgs • Identify and resolve Salesforce/CPQ issues and lead continuous improvement initiatives, including error reduction, automation, and documentation • Support upcoming CPQ upgrade or system transition planning and implementation • Maintain high standards of data integrity across all GTM systems

• Act as a strategic partner to Sales Leadership, helping define and reinforce a unified sales process across all verticals • Diagnose skill gaps and performance trends across the AE organization, and design targeted enablement programs to address them • Own the AE onboarding journey, ensuring new hires ramp quickly and effectively across Digital Health, B&M, and Employer segments • Build and deliver ongoing training, coaching frameworks, and certification programs that improve conversion, deal quality, and pipeline health • Partner closely with front-line managers to reinforce coaching, conduct call reviews, and drive accountability in the field • Collaborate with Product Marketing and GTM Readiness to ensure AEs are equipped with the right messaging, tools, and training for new launches • Translate business priorities into actionable enablement plans that drive measurable revenue impact

• Lead a team to analyze sales data, review and interpret complex data sets • Evaluate market trends by conducting in-depth market research and analysis • Develop reporting strategy and drive team to build sales reports using PBI and Excel • Leverage AI and automation tools to improve lead scoring and customer insights • Support the sales team by improving GTM collaboration on account and product strategies • Provide actionable insights by delivering data-driven analysis • Collaborate with teams across departments to align sales initiatives

• Manage and process sales orders, ensuring accuracy and timely fulfillment. • Support the deal desk by reviewing and approving sales deals, ensuring compliance with company policies. • Ensure all deals adhere to regional requirements, including GDPR compliance and local tax regulations. • Coordinate with Finance and Provisioning teams for accurate billing setup and multi-currency handling. • Work cross-functionally with Legal using Streamline AI for contract reviews and approvals. • Maintain and update sales order records in the CRM system. • Assist in the development and implementation of process strategies to operate more efficiently. • Provide training and support to the sales team on order management and deal desk processes. • Resolve any issues related to sales orders and deal approvals promptly. • Ensure data accuracy and integrity in sales operations.