• Develop and manage advanced workflows within Clay.com for CRM enrichment, lead scoring, and targeted lead generation aligned with client business goals. • Expertly integrate Clay.com into marketing, sales, and customer success workflows, leveraging automation to streamline processes. • Conduct thorough data analysis using Clay’s tools, interpreting enriched data to provide actionable insights that drive strategic decisions and increase revenue. • Continuously monitor and optimize operational workflows, identifying opportunities for improvement and increased efficiency. • Train and support internal and client teams on effectively utilizing Clay.com, ensuring maximum value and efficiency. • Address and resolve technical challenges, customize workflows to client-specific business needs, and proactively suggest solutions. • Stay updated with Clay.com’s latest features, RevOps best practices, and emerging industry trends to recommend and implement innovative strategies. • Provide comprehensive performance reports highlighting workflow effectiveness, automation efficiency, and areas for improvement.

• Serve as a primary administrator for Salesforce, supporting Sales Cloud, Service Cloud, and Experience Cloud. • Design, build, and maintain automation using Salesforce Flow, validation rules, and scalable configuration best practices. • Support advanced customization needs where applicable (Apex is a bonus, but not required). • Partner closely with Marketing, Sales, Customer Experience, and leadership to understand business objectives and translate them into scalable operational solutions. • Act as a discovery-driven problem solver: gather requirements, challenge assumptions, and design solutions that drive measurable outcomes (not just ticket fulfillment). • Own and improve GTM systems integrations and workflows across the revenue tech stack (Salesforce, HubSpot, support tools, scheduling tools, enrichment platforms, etc.). • Maintain strong data governance across pipeline, activity, forecasting, lifecycle, and customer reporting to ensure trust in business decision-making. • Build and maintain dashboards and reporting outputs for leadership using Power BI or comparable BI tools. • Identify trends in revenue data and proactively generate insights (pipeline health, stage conversion, funnel bottlenecks, adoption drop-off, churn risk indicators). • Improve frontline productivity by designing systems that reduce manual CRM burden and increase automation of data capture wherever possible. • Build processes and workflows with a strong bias toward scalability, consistency, and long-term maintainability. • Aggressively reduce or prevent tech debt by avoiding brittle solutions and designing with future growth in mind. • Drive adoption by anticipating friction points and creating workflows that align with how teams actually operate (not how we wish they operated).

• Own and optimize core GTM systems (e.g., Salesforce, HubSpot, TaskRay, Salesloft, etc.). • Design and enforce scalable processes across lead management, opportunity tracking, renewals, and customer lifecycle management. • Manage system integrations and data flows between CRM, marketing automation, support, and billing systems. • Partner closely with Sales leadership to design, implement, and evolve sales processes aligned with growth targets. • Maintain and optimize territory planning, lead routing, and sales team capacity models. • Support compensation planning and administration in partnership with Finance and HR. • Oversee quote-to-cash workflows, contract management process, approval processes, and deal desk operations. • Deliver operational insights to drive rep productivity and sales efficiency. • Build and maintain dashboards for GTM KPIs, pipeline health, revenue forecasting, churn analysis, and team performance. • Prepare weekly, monthly and quarterly reporting for leadership. • Support leadership with board-ready data visualizations and insights. • Collaborate with Sales, Marketing, CS, and Product Marketing to drive GTM alignment and campaign execution. • Develop playbooks, process documentation, and training for GTM tools and workflows. • Lead post-mortems and continuous improvement loops across deals and campaigns. • Manage and mentor Business Applications Administrator to drive improvement across business technology. • Set priorities, coach on systems and data modeling, and promote a proactive, service-oriented culture. • Serve as point of contact for tool vendors and budget planning for the RevOps stack.

• Develop and own the unified revenue model and P&L for Sales, Customer Success, and Revenue Ops • Create forecasting, scenario planning, and capacity models that drive growth cadence • Drive GTM motions: new business, expansion, partnerships, cross-sell, upsell, renewals • Identify and lead entry into new verticals, segments, or geographies • Oversee a SaaS sales playbook for Peach’s product and sales cycle • Define segmentation, ideal customer profiles (ICPs), qualification criteria, deal stages, and conversion levers • Regularly audit, test, and evolve playbooks as market feedback arrives • Involved in critical deals, helping guide negotiation, pricing, objections, closing • Recruit and mentor senior revenue leaders and the broader team across sales, success, and ops • Establish onboarding, evaluation, ramp paths, and role progression frameworks • Define thresholds and cadence for when to double down, pivot, or cut underperformers • Build support functions such as sales engineering, enablement, revenue operations, rev analytics • Build or mature RevOps, analytics, dashboards, CRM hygiene, forecasting engines, and KPI tracking • Ensure data integrity, qualification discipline, deal hygiene, and root-cause analysis • Lead automation and tool-stack decisions that scale productivity and reduce friction • Design and evolve sales compensation and incentive plans aligned with company goals • Monitor and adjust compensation over time to maintain alignment with evolving business objectives • Partner tightly with Marketing to define demand generation, content, lead scoring, messaging, channel strategy • Align leads and attribution, decide marketing vs. sales ownership of motions, and resolve conflicts • Collaborate with Product and Engineering on packaging, feature prioritization, roadmap input tied to revenue feedback • Serve as the revenue voice in executive leadership, shaping company strategy and priorities • Present revenue performance, forecasts, and growth levers to CEO, board, and investors • Monitor market shifts, competitive signals, and be ready to pivot strategies