• Coordinates and helps drive Americas sales forecasting and planning processes on behalf of the SVP, Americas Sales. • Proactively monitors and ensures a high level of quality, accuracy, and process consistency within the sales organizational forecasting and planning efforts. • Elevate the standard and as needed assist in the coordination and quality of sales planning activities, QBRs, Pipeline Reviews, and MEDDPPICC-driven deal reviews. • Lead the execution of data-driven sales strategies, ensuring that sales leaders have the right information to make timely and informed decisions. • Provide presentations with concise analysis, trending, and insights as to how to improve sales performance, productivity, and sales pipeline. Execute Americas-based sales initiatives that drive improved sales performance. • Assist sales leaders with sales performance reporting and metrics. Assure the accuracy and quality of sales reporting and dashboards are leveraged and assists in the development and adoption of new reporting tools and business intelligence systems. • Help sales leaders prepare to lead the weekly, monthly, and quarterly forecast and pipeline review calls in the Americas. • Work with the sales, channel, and marketing to implement global reporting needs and frequency to ensure that critical real-time data is made available to stakeholders. • Build out metrics and reporting for New ARR (new logos, upsell/cross-sell) and Churn at a Geo and Regional level. • Support territory and accounts assignment and the annual and quarterly planning process. • Partner with Americas leadership in territory planning. • Partner with Americas leadership on new market analyses and evaluating new market entries. • Proactively provide data-driven insights into the Americas business with recommendations to continually improve and grow. • Partner with Americas leadership and HR leadership to monitor, analyze, and provide metrics and insights into the Americas team to drive towards a high-performing sales organization. • Work with Americas Marketing and SDR teams to understand Pipeline generation and conversion metrics, and develop recommendations to improve. • Work with Americas and Global Partner teams, to develop Go-To-Market plans aligned to Partner goals. Track and report Partner impact and develop recommendations to improve. • Work with Americas Services teams to ensure adequate alignment of local resources to local opportunities. • Provide input to Americas Sales Coverage, Capacity, and Compensation planning activities. • Work closely with Sales Enablement to ensure all teams are enabled and assist in directing resources and training towards areas of under-performance. • Foster an organization of continuous improvement and establish high levels of quality, accuracy, and process consistency. Partner with sales leadership to identify process improvement areas. • Facilitate successful implementation of new programs and cross functional driven sales initiatives by ensuring a well-defined and efficient sales and reporting process is in place for launch and execution. • Facilitate collaboration between global account sales teams, ensuring alignment on strategy, execution, and deal management—particularly in scenarios involving commission splitting and cross-regional account ownership. Develop and implement clear processes

• Support ongoing administration, adoption, and optimization of Salesforce Nonprofit Cloud • Assist with testing, documentation, and rollout of system enhancements and process changes • Monitor data quality and conduct regular audits to ensure accuracy and consistency across records • Create and maintain user guides, process documentation, and training resources • Serve as a resource for staff questions related to Salesforce processes and reporting • Create and maintain Salesforce reports and dashboards to support forecasting, pipeline management, internship placement tracking, and organizational performance monitoring • Conduct recurring data audits and provide actionable insights to Revenue team leadership • Coordinate and facilitate Salesforce and business process trainings for Corporate Partnerships and Program staff • Support onboarding of new staff members on CRM processes and reporting tools

• Independently lead, manage and deliver cross-functional enablement initiatives from conception through to completion, aligning North American commercial priorities with global Product, Marketing and Operations teams • Design, scale and deliver AI-enabled, role-specific learning pathways that reduce time to productivity • Build, launch and continuously improve commercial enablement programmes covering onboarding through to ongoing capability development • Deliver engaging enablement sessions and facilitate learning experiences that build capability across regional commercial teams • Collaborate closely with Marketing to ensure commercial teams are prepared for campaigns, product launches and key events • Use data and analytics to measure programme effectiveness, communicate programme performance and recommend continuous improvements to enablement initiatives • Act as the primary liaison between global enablement functions and the North American commercial organisation

• Own the global forecasting process and reporting cadence. • Coordinate weekly forecast reviews with regional sales leaders. • Maintain rolling demand forecasts by product, region, and customer. • Improve forecast accuracy and visibility. • Translate commercial demand into production planning requirements. • Serve as the business owner of ERP system (HubSpot). • Maintain opportunity pipelines, workflows, dashboards, and reporting. • Drive CRM compliance and data accuracy. • Support system integrations and reporting automation. • Establish a single source of truth for commercial data. • Produce weekly and monthly dashboards covering: forecast, orders, backlog, production status, shipment status, commission and revenue delivery. • Maintain approved product configurations, options, accessories, and regional variants. • Manage commercial product master data and SKU structures. • Coordinate product launches, updates, and retirements. • Ensure alignment between Product Management, Engineering, Supply Chain, and Commercial teams. • Maintain visibility of certifications and regional product availability. • Own the commercial execution process from purchase order receipt through customer acceptance. • Coordinate internal order kick-off meetings. • Maintain visibility of all customer orders and key milestones. Escalate issues that may impact customer commitments. • Track real time domestic delivery of units in US from Port to Warehouse to Customer. • Track progress through: Purchase Order, Order Entry, Production Release, Manufacturing, Shipment, Site Delivery, Customer acceptance. • Partner closely with Supply Chain on production planning. • Maintain visibility of production schedules and backlog. • Align customer commitments with manufacturing capacity. • Communicate delivery schedules and schedule changes to regional teams. • Support prioritization decisions for strategic customers and projects. • Coordinate readiness activities between Commercial, Application Engineering, Product, and Service. • Ensure training, documentation, commissioning plans, and customer requirements are aligned before deployment.