• Own Salesforce day-to-day as the primary administrator across Sales, Marketing, and CX • Architect and maintain the SFDC instance • Mature Sales and Marketing automations • Own CX case support workflows and automations within Salesforce • Build a unified data governance framework • Manage contractor and consultant relationships • Drive project management across all Salesforce workstreams • Design and operationalize a mature deal desk process • Partner with Finance and Legal to streamline deal desk workflows • Partner with CX to build renewal opportunity tracking in Salesforce • Establish deal desk playbooks and commercial guardrails

• Drive overall sales productivity and effectiveness through a consistent and predictable quarterly business cadence • Provide actionable insights and alerts to early warning signs • Accelerate growth through driving key business strategies • Deliver impactful recommendations to the GM and support execution throughout the organization in collaboration with regional leaders and cross-functional teams • Conduct regular pipeline and forecast reviews driving forecast accuracy and CRM hygiene • Facilitate a culture of continuous improvement by identifying and executing opportunities for sales process enhancement • Govern the Geo sales annual planning process and support execution • Identify early warning signs, risks, and growth levers in pipeline, forecast, and sales trends • Create a culture of collaboration, open feedback and willingness to listen for problem solving • Ensure GMs have clear data-driven action plans and are consistently executing them • Adapt to different audiences with emotional intelligence

• 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.