• 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

• Managing the day-to-day administration of Salesforce and other GTM tools, including license management and user provisioning. • Preparing executive and board-ready reports, including quarterly revenue reports and executive summaries on core GTM metrics (e.g., ARR, NRR, pipeline coverage, forecast vs. actuals). • Supporting weekly/monthly forecasting processes and developing forecast accuracy models. • Owning the win/loss tracking framework in Salesforce to capture deal velocity and competitive displacement trends.