• Own and continuously refine revenue forecasts, planning and performance across business segments utilizing historical data, market trends, and sales projections. • Own and iterate on scalable analytics systems, including custom dashboards and automated reporting frameworks to ensure GTM leaders have real-time visibility into performance and pipeline health in both CRM Analytics and core SFDC Lightning reporting. • Monitor performance against targets for new logos, renewals, cross sells and upsells and making necessary adjustments to achieve revenue goals. • Communicate effectively on KPIs and metrics for Sales, GTM, and CX teams, developing unified reporting standards and visualizations that empower leaders to act quickly and confidently. • Develop and strengthen relationships with internal departments and stakeholders ensuring effective cross-functional collaboration, aligning data strategy with business priorities to drive top-line growth. • Refine and expand upon current processes to automate tasks and reporting and improve data capture and utilization in business decisions. • Champion system and process enhancements that improve data integrity, speed to insight, and adoption of analytics tools across teams. • Work alongside GTM leadership to define marketing and sales goals, quotas, and territories, and provide insights and recommendations on campaign performance and trends. • Partner closely with Marketing Operations to link campaign analytics with revenue outcomes, attribution modeling, and ROI analysis. • Create and maintain capacity models, including headcount and territories by role based on KPIs, metrics, and pipeline goals. • Lead, mentor, and develop a team, fostering a culture of collaboration, accountability, and innovation. • Establish a vision for analytics excellence—developing talent, standardizing best practices, and driving adoption of a unified data strategy. • Act as the key architect and evangelist for revenue insights—owning the roadmap for analytics systems, integrations, and BI tools to enable scalable growth and decision-making. • Regularly present insights and recommendations to senior leadership, influencing strategic decisions related to revenue acceleration, customer lifecycle optimization, and go-to-market efficiency.

• Lead the development and execution of annual service line plans • Ensure profitability and health of service line • Act as final decision-maker for key service line issues • Prepare monthly service line reports and collaborate on updates • Lead Ops team calls and facilitate annual planning meetings

• Own the full credit lifecycle, from collecting and spreading borrower financials to writing the credit analysis. • Develop complete credit analyses that identify material risks, propose mitigants, and recommend loan structures. • Prepare credit packages and present underwriting recommendations to the internal investment committee. • Build and maintain multi-year cash flow projection models in Google Sheets. • Serve as a primary point of contact with borrowers during the underwriting process.

• Serve in a team leadership role • Operate as a client liaison • Provide consultancy services for Advarra Consulting Client projects • Assist sites and institutions to design, optimize, and scale research operations • Partner with research, technology, clinical, and operational stakeholders to improve efficiency, quality, and impact of clinical research programs • Assess current research operations, workflows, tools, and governance models • Design and implement scalable research operations frameworks • Establish best practices for research planning, intake, prioritization, and resourcing • Streamline end-to-end research workflows • Develop and document standard operating procedures (SOPs), playbooks, and templates • Improve cross-functional collaboration between research, information technology, compliance, and leadership • Evaluate and recommend research tools and platforms • Support implementation or optimization of research technology • Define data management, documentation, and knowledge-sharing practices • Support research governance models, including ethics, compliance, and risk management • Develop metrics and dashboards to measure research efficiency, impact, and quality • Act as a trusted advisor to research leaders and teams • Facilitate workshops, training sessions, and change management efforts • Enable teams to adopt new processes and ways of working effectively • Supervise and allocate resources relating to Client projects • Provide training, oversight, and serve as a mentor to Advarra team members and independent sub-contractors • Establish, cultivate, and maintain relationships with clients as the primary point of contact for service-related communication • Collaborate with Marketing to develop collateral for Advarra Consulting Services • Participate in thought leadership activities for Advarra Consulting