• Build the Deal Desk function from the ground up, including frameworks, tools, and processes that enable accurate forecasting and revenue attribution. • Partner closely with Sales, RevOps, Legal and Finance to validate pipeline data and ensure that deal values reflect consistent logic tied to each nonprofit’s actual or expected donation volume. • Develop and maintain a standard methodology for deal value estimation, leveraging internal benchmarks, historical data, and donation behavior patterns. • Implement controls and reporting to identify discrepancies between sales pipeline, donation data, and realized revenue. • Support forecast accuracy and board-level reporting, ensuring alignment between CRM pipeline and financial models. • Collaborate with Product and Data teams to improve data sources and visibility into nonprofit donation flows. • Advise GTM leadership on pricing and structure of high-impact or complex deals. • Build scalable documentation and training to ensure consistent use of Deal Desk processes across the GTM organization.

• Conduct clinical outreach to families to provide education about VIOP services • Screen and assess prospective members for eligibility in the VIOP, ensuring clinical appropriateness for the intensive level of care • Guide families through the admissions process, addressing questions about programming, insurance, financial responsibilities, and expectations • Ensure timely scheduling of intake assessments once members are qualified for VIOP enrollment • Orient members and their families to the VIOP program, including group schedules, program expectations, technology setup, and available services • Coordinate care schedules including group therapy, individual therapy, family therapy, and psychiatric services, ensuring smooth scheduling and participation • Serve as the primary point of contact for members and families, offering regular updates and proactive case management • Coordinate external case management needs with schools, Primary Care Providers (PCPs), and community resources • Assist with discharge planning and transition to lower levels of care or additional services, collaborating with internal and external teams • Maintain accurate and timely documentation in the electronic health record (EHR), ensuring adherence to organizational, regulatory, and compliance standards • Engage in regular staffing meetings with multidisciplinary care team to review member’s progress and support effective coordination of care • Act as a liaison between families, the VIOP treatment team, and external providers to ensure coordinated, wraparound care • Collaborate with internal teams to proactively identify and address barriers to care, optimizing the member experience • Conduct comprehensive biopsychosocial assessments for members entering the VIOP, gathering relevant clinical, psychosocial, and family information • Develop individualized care plans in collaboration with the treatment team, ensuring alignment with treatment goals and insurance requirements • Support group facilitators by managing member needs during sessions, including conducting real-time risk assessments if indicated • Provide clinical session coverage as needed

• Own the Implementation function end-to-end — managing a team of Implementation Leads and Specialists, setting the standard for how implementations run, and making sure customer onboarding consistently delivers measurable value. • You'll create the reporting and dashboards that surface where work is flowing and where it's stuck, then act on what you see. • You'll push your team toward standardization — fewer one-off approaches, more templates and repeatable systems that preserve quality at scale. • When something goes sideways with a customer, you step in. • You'll also work closely with Product, Engineering, Customer Success, and Sales — translating implementation learnings into product feedback and coordinating across teams to solve problems that don't stay in one lane. • Manage and coach a team of Implementation Leads and Specialists, with clear goals and accountability to results. • Build and maintain reporting on plan throughput, QA/QC ratings, milestone achievement, and team capacity. • Identify inefficiencies in how the team works and drive adoption of better, more standardized approaches. • Serve as the escalation owner when customer implementations are at risk — and see them through to resolution. • Partner cross-functionally with Product, Engineering, Customer Success, and Sales to surface learnings and improve execution.

• Consistently meet sales and profitability goals. • Participate in industry organizations such as ISSA, ISACA, OWASP, INSA, AFCEA etc. • Manage leads and opportunities through Salesforce and other CRM tools. • Accurately and consistently report sales forecasts and opportunity funnels • Participate in creation, editing and closure of services proposals. • Work with GuidePoint Security vendors to understand and position their technologies, understand and articulate their value proposition to clients. • Participate in field marketing to generate interest and provide information to the client prospect community to include driving attendance to such events and activities • Represent GuidePoint Consultants to clients and be able to articulate our areas of expertise • Set proper expectations and maintain open communication with clients and vendors through the lifecycle of the sales process. • Effectively leverage supporting resources in the sales process with the spirit of teamwork and cooperation. • Professionally develop and present sales presentations to large groups and executive level clients.