• Evaluate current processes and make necessary improvements or changes as needed • Continuously develop team members and skillsets • Stay up-to-date on changes in the Real Estate industry and laws • Work directly with our clients to understand their needs and relay information to team members • Build, update, and maintain database tables • Collaborate with other departments in order to deliver optimal results and prioritize a smooth client experience • Work collaboratively in a team setting to design, develop, test, and continually improve our products • Give and receive constructive feedback in a peer review environment • Proactively stay up-to-date on the latest product updates and software releases • As a leader, aid in the enforcement of company policies • Manage escalations and solve high-importance issues • Maintain coding, compliance, and security standards • Take ownership of decision-making and utilize data and know-how to make informed choices • Hire and train new team members, and manage performance of existing team • Approve vacation and personal time-off requests for direct reports • Provide growth opportunities to direct reports through professional development, company resources, and your network

• Contribute hands-on to documentation while managing and mentoring writers; model quality standards through your own work • Design and implement documentation content structure and taxonomy across MeridianLink product suite; ensure consistency and discoverability • Build and maintain content authoring infrastructure (tool implementation, template management, publishing workflows) • Partner with support and CSM organizations to define a comprehensive plan for customer-facing content that incorporates technical documentation, FAQs, KBs, and training materials. • Manage technical writing team: hiring, mentoring, workload assignment, performance management • Authoring: Write substantial portions of administrator and user guides; mentor writers on complex/high-stakes content • Define documentation process and standards; establish style guide, review cadence, and quality gates • Partner with product and engineering on documentation scope, requirements, and release timing • Oversee documentation release cycle aligned with product launches • Analyze user feedback and support tickets to identify content gaps and prioritize improvements

• Maintain and support the day-to-day operations of the HRIS (Workday), ensuring data accuracy and integrity • Support team leadership in developing, supporting, and maintaining the Workday roadmap by analyzing system capabilities, identifying business needs, and recommending enhancements that align with Rocketship’s goals • Lead the design, configuration, testing, and deployment of system updates and enhancements in the HRIS, translating business requirements and priorities into scalable, efficient, and compliant system solutions • Develop presentations and engage with Rocketship senior leadership to gather input and advance our HRIS and talent systems strategy and implementation • Serve as the point of contact for HRIS-related inquiries, troubleshooting issues and liaising with vendors as needed • Generate reports and dashboards to support Talent Team and Rocketship initiatives, audits, and compliance requirements • Collaborate with HR team members and other departments to streamline organization processes through automation and improved system use • Ensure data privacy and security compliance in accordance with organizational policies and legal requirements • Develop and provide training and documentation to HR staff and system users • Monitor and analyze trends in HRIS technology to recommend system enhancements

• CPQ Quoting: Own day-to-day configuration, pricing, and quoting via Salesforce CPQ for routine and complex deals — reviewing for accuracy, applying standard discounting, and escalating non-standard terms for approval. • Process Improvement: Identify and help fix inefficiencies in the quote-to-cash workflow; support automation efforts and template updates; help ensure adherence to revenue recognition standards (ASC 606). • Reporting & Analytics: Build and maintain dashboards tracking quote turnaround time, approval rates, and discount trends; deliver weekly insights to Sales leadership. • Sales Enablement: Be a go-to resource for reps on quoting best practices and deal structuring; troubleshoot quote-to-order issues and participate in deal reviews. • Cross-Functional Collaboration: Partner with Sales, Finance, and Legal on process changes; help train new hires on self-service CPQ tools. • Risk Management: Flag pricing discrepancies or compliance risks and support resolution to protect margins.