• Own end-to-end delivery and growth of the Tally Robot Certification program, scaling from the current pilot to broader rollouts across Simbe's client base and building the program into a multi-level certification program. • Refine the program based on learner feedback, completion data, and downstream adoption signals, ensuring Tally Robot Certification stays best-in-class as the customer base grows. • Define and track program KPIs including certification completion rates and post-certification adoption signals. • Partner with Product Marketing on launch announcements, brand identity, and ongoing GTM packaging that positions Tally Robot Certification as a premium and differentiated client benefit. • Refine and operate marketing-led onboarding communication programs that complement the existing Client Success delivery, ensuring every new account experiences a high-quality, branded ramp into Tally adoption. • Build evergreen content, communications, and resources used across the full client journey, from onboarding and pilot through expansion and continued adoption. • Surface adoption insights back to Product Marketing, Growth, and Sales to inform messaging, expand-motion programs, and product development priorities. • Lead new programs such as the Store Leader Summit, Store Leader of the Year Awards, Store Leadership Council, and regional store team meetups owning programming, on-the-ground execution, and follow-through. • Build and grow the Simbe Community as a scalable engagement layer with primary focus on elevating retail associates and store managers, including digital community presence and recurring touchpoints. • Partner with Growth Marketing on event logistics, vendor management, and post-event reporting. • Source and develop a pipeline of store-level advocates for case studies and speaking opportunities. • Operationalize voice-of-customer capture across community programs and feed insights to Product, Product Marketing, Strategy, and Sales. • Partner with Product Marketing on customer proof points that anchor positioning, sales enablement, and thought leadership. • Partner with Product Marketing to define clear performance metrics for each program tied to adoption, retention, expansion, and advocacy. • Implement a test-and-learn approach across formats, content, and channels to optimize for engagement and outcomes. • Report cadence and insights to marketing and commercial leadership on a recurring basis. • Act as the marketing point-of-contact for Customer Experience and Client Success on store adoption, certification, and community programs. • Collaborate with Product Marketing on customer narrative, Growth Marketing on event execution, Sales on advocacy needs, and Demand Generation on account-tied programming. • Manage external vendors, contractors, and agencies where appropriate to extend team capacity.

• Scale the Forma content creators program • Spark, participate in, and amplify discussions across LinkedIn, Reddit, and associated forums • Input into a growth-led community strategy • Represent Forma at key architecture events and conferences • Support feedback loops between the community and product teams • Stay ahead of trends in community marketing, architecture, and AI

• Own end-to-end planning and execution for MSP and IT Customer Advisory Boards and User Groups, including meeting cadence, agenda development, logistics, participant communications, and post-session follow-up • Manage virtual and in-person event logistics for CAB sessions and user group meetups, ensuring a seamless, professional experience for every attendee • Provide operational and coordination support for MSP peer group programming, helping facilitate meaningful peer-to-peer connections across our partner community • Serve as a scheduling and coordination resource for executive-level advisory engagements, managing complex calendars and ensuring timely, professional communications with senior stakeholders • Capture, organize, and route customer feedback gathered across programs to the appropriate internal teams; close the loop with customers by communicating how their input is being actioned • Monitor and respond to community activity, ensuring customers feel heard, supported, and engaged between formal program touchpoints • Draft and send program communications including invitations, pre-read materials, meeting recaps, and follow-up action items with a tone and polish appropriate for an executive audience

• Be responsible for managing all aspects of Community Philanthropy’s integrated fundraising campaigns, to include direct mail, email appeals, advertising, search engine marketing, mobile fundraising, and social media fundraising • Create effective segmentation strategies that employ integrated direct/digital best practices and improve donor participation and engagement • Leads the project management (through Asana) of integrated direct/digital fundraising campaigns to produce cultivation, solicitation, and stewardship pieces including direct mail pieces, letters, emails, web, and other media pieces • Manage projects with vendors including direct marketing agency, printers, mail house, merge purge, etc. • Demonstrate fair, ethical, and equitable business practices • Learn eagerly, share knowledge appropriately, and improve continuously • Demonstrate successful planning and problem-solving skills, including multitasking and working well within tight timelines • Work, communicate, and collaborate effectively with others • Demonstrate attention to detail and accuracy in all work • Demonstrate a commitment to fostering and maintaining an environment of diversity, inclusion, and belonging • Other relevant duties and responsibilities as assigned