Role Description - This is a remote position. - Drive strategic sales operations initiatives to accelerate organizational growth. - Develop & lead a Sales Operations team, fostering a culture of operational discipline and excellence. - Establish and maintain rigorous operational processes, ensuring timely and accurate reporting across the organization. - Analyze field reports to generate actionable insights for senior management and ensure proper follow-ups with stakeholders. - Collaborate across stakeholder teams to drive consistent sales operations for existing accounts, prospects, and partner channel operations. - Optimize CRM system utilization, ensuring data integrity and compliance across the organization. - Implement robust sales processes with stringent review mechanisms to drive accountability and performance. - Develop and execute sales enablement strategies, supporting SBUs in developing strategic account development plans. Benefits - Diversity Inclusion: At Exavalu, we are committed to building a diverse and inclusive workforce. We welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. - We nurture a culture that embraces all individuals and promotes diverse perspectives, where you can make an impact and grow your career. - Exavalu also promotes flexibility depending on the needs of employees, customers, and the business. It might be part-time work, working outside normal 9-5 business hours, or working remotely. - We also have a welcome back program to help people get back to mainstream after a long break due to health or family reasons.

• Serve as the primary point of contact for the sales team while they are in the field, ensuring continuity of operations, communication and escalation management • Triage inbound leads, inquiries, and internal requests on behalf of traveling reps, routing them to the appropriate person or handling directly as needed • Manage team's CRM hygiene, reviewing pipeline entries, flagging stale records, and ensuring data accuracy in Hubspot and other tech stack tools • Coordinate closely with Marketing, and Sales Leadership to relay field insights and maintain alignment across parties • Participate in daily or weekly stand-up calls with reps to keep communication tight and resolve blockers in real time • Identify overdue invoices in collaboration with Finance function and connect with clients to get invoices paid and resolved • Own and maintain the master travel calendar for the entire sales organization, including BDRs, AEs, and Sales Leadership • Coordinate all sales travel, flights, hotels, ground transportation, and conference registrations, in coordination with Marketing team and in alignment with company travel policy and budget guidelines • Proactively identify scheduling conflicts, overlapping coverage gaps, or blackout periods and work with managers to resolve them • Build and distribute weekly travel summaries and itineraries to all relevant stakeholders in collaboration with Marketing team • Liaise with the Finance and Operations teams to ensure compliance with travel spend policies • Maintain and update internal playbooks, talk tracks, and enablement materials • Foster a cohesive team culture across a distributed, travel-heavy workforce through consistent communication and recognition

• Deliver engaging virtual and live training sessions in English and French, including role-plays, call coaching, certifications, and workshops. • Own and lead new hire onboarding for EMEA SDRs. • Expand onboarding and ongoing development programs to support EMEA Account Executives within the first six months. • Partner with regional sales leaders to identify performance gaps and align training priorities. • Manage and evolve enablement content, playbooks, and resources. • Conduct assessments and provide actionable coaching to improve performance. • Collaborate across Sales, Marketing, Product, and Revenue Operations to build scalable learning programs. • Support occasional global training initiatives across North America, LATAM, and APAC as business needs evolve.

• Quality Assurance for Written and Verbal Communications • Develop and implement specialized tools to monitor and increase the quality of communications across the sales team • Analyze trends to develop additional training resources that address objections, refine talk tracks, and ensure our approach evolves alongside family feedback • Curriculum Ownership: Maintain the Sales Knowledge Base in Notion, including playbooks for At-Need (AN), Immediate-Need (IN), and Pre-Need (PN) product lines • Sales Training: Own training for Care Advisors and AN-IN Funeral Directors, the Family Services Specialist role (tours and support), and support new Business Development initiatives (e.g., hospice and partner outreach) • Ongoing Education: Facilitate weekly training sessions and team meetings to share best practices and foster team culture across different sub teams within the sales organization • Mock Sales Calls: Conduct mock sales calls as a standardized, crucial screening aspect of the interview process • Onboarding Ownership: Update training materials, manage the schedule for new hires, and facilitate onboarding sessions • Direct the resident and non-resident Life Insurance licensing process for all Care Advisors via Kaplan curriculums • Manage the acquisition and curriculums of state-specific funeral director and arranger licenses