• Establish and oversee the Deal Desk function — translate district service agreements into comprehensive billing briefs and ensure all new and renewed accounts are fully configured prior to first invoice issuance • Maintain alignment between contracted pricing terms and portal configuration across all active accounts, conducting systematic validation at each renewal cycle to ensure billing accuracy from the point of origin • Own operational accountability for the monthly billing data cycle — enforce the Day 1-3 adjustment submission deadline with field operations and escalate non-compliance to senior leadership as needed • Review and approve all invoices prior to issuance; serve as the designated escalation authority for high-value invoices requiring VP sign-off • Lead end-to-end billing dispute resolution process— conduct structured root cause investigations across data, configuration, operational, and contractual dimensions, and implement upstream process corrections to prevent recurrence • Manage all Revenue Operations integration protocols with Revenue Accounting, including the daily invoice issuance log, credit memo recommendation memos, and monthly billing summary, ensuring Finance has the information needed to close accurately and on time • Coordinate escalation pathways for product configuration issues and non-payment matters, engaging Product and Legal counterparts with complete supporting documentation • Lead, develop, and retain a team of Billing Admins and AR team— establishing clear performance expectations, delivering ongoing feedback, and building individual capability • Deliver weekly RevOps performance reporting to the Executive team, covering invoice accuracy, Days Sales Outstanding, dispute resolution cycle time, and collections rate

• Lead enterprise revenue planning and long-range growth modeling across all business lines • Evaluate growth opportunities, investment priorities, and strategic initiatives through rigorous financial analysis • Partner with executive leadership to establish revenue targets and growth assumptions • Build scenario models that assess potential outcomes, risks, and strategic tradeoffs • Serve as the strategic finance partner to Sales, Revenue Operations, Product, and Executive Leadership • Assess the financial impact of pricing strategies, product launches, market expansion, and cross-sell initiatives • Prepare and present strategic analyses and recommendations for executive leadership, board meetings, and private equity stakeholders • Challenge assumptions, identify risks and opportunities, and improve visibility into business performance • Lead enterprise revenue performance analysis across product lines, bundled offerings, and cross-sell activity • Develop actionable insights that improve business decision-making and resource allocation • Establish scalable forecasting methodologies, performance metrics, and governance processes • Partner with Data and Revenue Operations to improve data quality, pipeline visibility, and reporting infrastructure • Build and develop a high-performing Revenue Strategy and FP&A function • Establish priorities, operating rhythms, and accountability frameworks that support business objectives • Champion a culture of data-driven decision making and continuous improvement

• Own and build out the full HubSpot CRM ecosystem across all portfolio brands, including pipeline architecture, workflow automation, custom properties, and reporting infrastructure. • Build and maintain backend reporting and dashboards that give leadership real-time, full-funnel visibility into commercial performance across every entity. • Drive adoption and proper utilization across SDR, AE, and Customer Success teams, and manage integrations with supporting platforms including Apollo and LinkedIn Sales Navigator. • Build and manage revenue forecasting across the portfolio, delivering accurate monthly, quarterly, and annual projections built on clean data and sound methodology. • Construct and maintain pipeline coverage models using historical trends and cross-entity commercial data to support predictable, scalable growth. • Participate in weekly leadership and team huddles with live, active reporting, presenting pipeline health, forecast accuracy, and performance trends and adjusting analysis in real time as questions arise. • Build and maintain quota models, territory frameworks, and sales capacity plans in line with growth targets set by revenue leadership. • Provide hands-on operational support across both sales and customer success functions, stepping in wherever the business needs reporting, analysis, or process help.

• Design, implement, and continuously improve end-to-end revenue cycle processes from service delivery through final payment collection. • Lead monthly cadence of revenue performance working sessions with Finance and Operations leaders to ensure alignment and tracking with budget/forecast and determine if any adjustments to projections. • Participate and serve as key stakeholder for revenue forecasting process (3+9, 6+6, 9+3) and annual budget builds. • Monitor key performance indicators (KPIs) including days in accounts receivable (AR), denial rates, clean claim rates, and cash collections. • Lead cross-functional teams to resolve systemic billing, coding, and collections issues that impact revenue performance. • Oversee the tracking and management of claim inventory across all clients and solutions to ensure accurate alignment between services delivered and value realized. • Establish controls and processes to reconcile inventory records with billing and revenue data, minimizing discrepancies and revenue leakage. • Optimize revenue cycle speed and performance – reducing time to value from identified savings to revenue realization. • Partner with operations and business segment leaders to maintain visibility into inventory levels, utilization rates, and cost implications.