• Own, implement, optimize, and integrate the revenue tech stack to improve GTM efficiency and outcomes across Sales, Marketing, and Customer Success. • Administrate and optimize of revenue tools, CRM workflow design, cross-system integrations, data governance, and vendor management. • High adoption of tools, clean and governed data leading to fast and accurate lead/account routing, reliable forecasting/visibility, and measurable productivity and conversion gains. • Implement and oversee platforms for intelligence, forecasting, and automation. • Manage primary tools such as Gong, Clari, ZoomInfo/Ringlead, and others. • Interface with vendors, handle renewals, and troubleshoot tool-related issues. • Promote seamless communication between core tools and enhance interoperability. • Evaluate the current GTM tech stack, recommending consolidations or additions. • Educate the GTM team on workflows and new tool features. • Act as the liaison with Salesforce admins for CRM data and workflow improvements. • Support SFDC hygiene, manage account changes, and troubleshoot issues. • Manage account scoring and enrichment to guide sellers on revenue opportunities. • Maintain CRM enrichment through automated deduplication and integration tasks. • Serve as the primary Ringlead owner, maintaining automated CRM hygiene and rep assignment logic. • Act as the liaison for the Lead Management Process. • Build and maintain automated lead routing in Ringlead. • Architect processes for enriching and routing high-intent leads for quick follow-up. • Support contact segmentation within CRM for accurate engagement classification. • Collaborate with marketing on campaigns to ensure lead quality and task ownership.

• Build a predictable, measurable, AI-powered revenue generation engine. • Work directly with the CEO to create systems, automations, dashboards, workflows, and operating infrastructure that generate qualified opportunities. • Design and optimize CRM infrastructure. • Build revenue dashboards and KPI tracking systems. • Create visibility into pipeline health across all service lines. • Build follow-up and lead nurturing systems. • Establish operating rhythms around revenue generation activities. • Build and operate a speaking opportunity sourcing engine. • Systematize the application and opportunity tracking process. • Create outreach workflows for event organizers and speaker bureaus. • Implement follow-up automation and CRM integrations. • Deliver measurable KPI reporting on pipeline performance and health. • Eliminate repetitive manual work across the business. • Create scalable and repeatable operating systems. • Document SOPs and processes to ensure sustainability and consistency.

• Own, implement, optimize, and integrate the revenue tech stack to improve GTM efficiency and outcomes across Sales, Marketing, and Customer Success. • Administrate and optimize of revenue tools, CRM workflow design, cross-system integrations, data governance, and vendor management. High adoption of tools, clean and governed data leading to fast and accurate lead/account routing, reliable forecasting/visibility, and measurable productivity and conversion gains. • Implement and oversee platforms for intelligence, forecasting, and automation. • Manage primary tools such as Gong, Clari, ZoomInfo/Ringlead, and others. • Interface with vendors, handle renewals, and troubleshoot tool-related issues. • Promote seamless communication between core tools and enhance interoperability. • Evaluate the current GTM tech stack, recommending consolidations or additions. • Educate the GTM team on workflows and new tool features. • Act as the liaison with Salesforce admins for CRM data and workflow improvements. • Support SFDC hygiene, manage account changes, and troubleshoot issues. • Manage account scoring and enrichment to guide sellers on revenue opportunities. • Maintain CRM enrichment through automated deduplication and integration tasks. • Serve as the primary Ringlead owner, maintaining automated CRM hygiene and rep assignment logic.

• Support the Revenue Operations routine, ensuring visibility, consistency and efficiency in the metrics, analyses and cadences that connect Revenue Operations (CSOps), Pricing, Product Marketing, Finance and Data. • Work with a revenue-focused perspective on the customer base, analyzing MRR, ARR, ACV, expansion opportunities, contraction, financial churn, NRR, GRR, retention (net and gross). • Identify revenue risk patterns, such as financial churn, contraction, downgrades, reductions in MRR/ARR, delinquency, poor renewal performance or loss of financial potential. • Identify revenue growth and leverage opportunities, including upsell, cross-sell, contractual expansion, higher average deal size and revenue recovery. • Generate actionable insights for the Customer Success team and CSOps leadership, supporting account prioritization, goal tracking and action plans aimed at retention and expansion. • Track Customer Success performance goals related to expansions, contractions, financial churn, NRR, GRR, ACV and ARR. • Build revenue analyses by segments, cohorts, plans, customer size and contract profiles, identifying financial risks, expansion opportunities and drivers of growth, loss or contraction. • Support Revenue Intelligence initiatives, including financial cohort analyses, revenue forecasting, growth scenarios, cash flow impact and predictability of future revenue. • Build, maintain and evolve dashboards and reports for revenue performance, funnel, pipeline, forecast, financial churn, expansion, contraction, NRR, GRR, ACV, ARR and productivity. • Extract, query and analyze large volumes of data using SQL, HubSpot and spreadsheets to produce Revenue analyses. • Work in partnership with Ops/Data teams to ensure data quality, consistency and reliability of the datasets and metrics used by the Revenue area. • Support revenue management rituals such as pipeline reviews, goal performance analysis, churn reviews, expansion analysis, QBRs and indicator follow-up meetings. • Identify opportunities to improve analyses, metrics, dashboards and follow-up cadences, translating revenue data into practical recommendations to drive revenue in Customer Success.