• Serve as the strategic architect of commercial revenue operations, integrating processes across Sales, Marketing, Finance, and Customer Success to optimize the full commercial lifecycle. • Lead commercial planning cycles including comp plans, quota setting methodology, territory design, and commercial coverage modeling. • Identify and evaluate new market opportunities, channel strategies, and go-to-market models in partnership with the SVP of Sales and executive leadership team. • Drive commercial policy development including pricing governance, discount authorization frameworks, and deal approval hierarchies. • Own Prescott's Med's pricing strategy and governance framework, including list price architecture, contract pricing tiers, and GPO/IDN pricing models. • Lead the Deal Desk function, providing senior-level guidance and approval on complex, strategic, or non-standard commercial arrangements. • Establish and maintain competitive pricing benchmarks and margin analysis to support profitable growth decisions. • Partner with Finance to develop ROI models and commercial investment analyses that inform executive go/no-go decisions on strategic deals. • Develop and enforce commercial contracting standards, ensuring consistency, compliance, and speed across all customer-facing agreements. • Architect and oversee Prescott's Med's commercial data and analytics infrastructure, including CRM ecosystem, data warehouse integrations, and business intelligence platforms. • Design and deliver board-level dashboards, executive business reviews (QBRs), and commercial performance reports that synthesize market, revenue, and operational data. • Lead the development of advanced forecasting methodologies, pipeline analytics, and predictive modeling to enable proactive commercial decision-making. • Serve as the organization's principal authority on commercial data integrity, governance, and reporting standards. • Translate complex data sets into actionable strategic insights and executive recommendations for the SVP of Sales and senior leadership team. • Provide strategic ownership and governance of the CRM ecosystem (e.g., Salesforce), ensuring it is architected to support enterprise-scale commercial operations. • Oversee vendor and technology partner relationships for commercial systems, including selection, contract negotiation, and performance management. • Drive standardization and continuous improvement of core commercial processes—including contracting, opportunity management, revenue recognition readiness, and compliance workflows. • Partner with IT and Finance to ensure commercial systems integrations meet regulatory, privacy, and data security requirements relevant to medical device or life sciences environments. • Act as a senior thought partner to the SVP of Sales and executive team on commercial transformation initiatives, organizational design, and capability building. • Lead cross-functional commercial operations projects, including M&A integration support, new product launch readiness, and commercial expansion into new markets or geographies. • Build and mentor a high-performing Commercial Operations team, developing talent pipelines and establishing a culture of analytical rigor and operational excellence. • Champion change management initiatives related to commercial process transformation, system implementation, and organizational alignment. • Represent Commercial Operations in cross-departmental executive forums and serve as a key liaison to the Board of Directors on commercial performance matters.

• Support commercial planning processes including quota setup, territory assignments, and sales coverage analysis. • Assist with compensation plan administration by preparing data, tracking performance, and supporting reporting needs. • Help document and reinforce established commercial policies, workflows, and expectations. • Provide operational support to inside sales and commercial support (CSS) teams by helping clarify processes, handoffs, and reporting requirements. • Prepare pricing, margin, and deal analysis under existing pricing and discount guidelines. • Support deal desk workflows by coordinating deal submissions, preparing analyses, and tracking approvals. • Maintain pricing reference materials, deal templates, and supporting documentation. • Partner with Finance and Sales to support review of non-standard deals requiring approval. • Produce recurring sales, pipeline, and revenue reports for sales leadership. • Build and maintain dashboards within CRM and reporting tools to track pipeline health, bookings, and sales activity. • Support forecasting processes by compiling data, updating forecasts, and analyzing variances. • Translate data into clear summaries and insights for sales leaders and internal stakeholders. • Serve as a day-to-day operational administrator for the CRM system (e.g., Salesforce), focused on reporting, user support, and data hygiene. • Monitor data quality and ensure consistent use of CRM processes by sales teams. • Partner with IT or external vendors to support minor system enhancements and issue resolution. • Assist with documentation of standard opportunity management and reporting processes. • Work closely with Sales, Finance, Marketing, and Operations to meet ongoing commercial reporting and operational needs. • Support commercial operations projects such as reporting enhancements, process updates, and new tool adoption. • Identify opportunities to improve efficiency, data quality, and reporting clarity. • Participate in change management activities by supporting communication and training related to commercial processes.

• Own on-site quality standards across all active enterprise accounts — warehousing, events, and retail • Ensure every account is staffed reliably, on time, and at the ratio the client expects — before the shift starts • Set and enforce the cadence by which Field Operations Managers maintain direct contact with leads and clients at every major account • Ensure incidents are identified, logged, triaged, and communicated to clients and account management teams • Deliver proactive monthly performance summaries to key accounts • Own the commercial implications of on-site investments — every lead deployed represents an investment, and this role ensures that cost is justified by the value it delivers to the account • Define the framework for when an account requires a dedicated on-site presence versus a remotely-managed model • Partner with Account Management and Finance to ensure field deployment decisions are commercially sound • Lead WorkWhile's build of an AI-enabled field operations model — the core question is how one Field Operations Manager can effectively oversee a workforce of many • Define what AI and automated systems should own: pre-shift confirmations, clock-in anomaly detection, attendance pattern recognition, early leave flagging, performance scoring • Define what humans must own: relationship-critical conversations, judgment calls under pressure, client escalations, lead development • Translate the above into a clear product and systems roadmap in partnership with Engineering and Data Science • Build the monitoring infrastructure that surfaces the right information to the right person at the right time — so the team is acting on signals, not searching for them • Own the health and size of the shift lead talent pool across all accounts and verticals • Build a standardized lead qualification, onboarding, and performance scoring program that works across warehousing, events, and retail • Develop a compliant, sustainable on-site talent model — one that attracts reliable leads, retains top performers, and removes underperformers with consistency • Define what high performance looks like at every stage of the lead lifecycle and build the systems to measure it • Manage and develop a team of Field Operations Managers across TriState, Mid-West, and West Coast markets • Run weekly performance reviews with all FOMs — account health, incidents, lead flags, commercial exposure

• Own daily business operations for CBIE across all lines of business • Drive improvements to operational and regulatory reporting by streamlining data sets • Develop and execute local operational and outsourcing processes • Partner with functional owners and stakeholders to ensure compliance with outsourcing framework • Lead discrete cross-functional initiatives and ad hoc projects • Support regulatory and product operations activities for CBIE