Role Description Advisicon is seeking a Sales Operations & Revenue Lead to build and operationalize the systems, processes, and structure that support a scalable sales function within a growing technology consulting organization. This is a foundational role designed for a hands-on leader who is equally comfortable building the operational backbone of sales and actively participating in the sales process during an early stage of growth. - Approximately two-thirds of this role will focus on designing and implementing sales infrastructure, including: - CRM optimization - Pipeline management - Reporting - Forecasting - Sales process development - Compensation administration - The remaining portion of the role will involve supporting active sales efforts, including: - Participating in sales calls - Managing opportunities - Coordinating proposals - Advancing deals through the pipeline Qualifications - 5+ years of experience in sales operations, revenue operations, business development, or related sales support leadership roles - Experience building or optimizing CRM systems, pipeline processes, and sales workflows - Experience supporting or participating in B2B sales environments, preferably within consulting, professional services, SaaS, or technology organizations - Strong understanding of sales process management, forecasting, pipeline discipline, and opportunity progression - Comfort participating in client-facing sales activities and supporting active deal movement - Strong analytical, organizational, and process design capabilities - Excellent written and verbal communication skills - Ability to operate independently in an evolving, growth-oriented environment Requirements - Design, document, and implement scalable sales workflows from lead intake through close and handoff to delivery - Build and maintain CRM architecture, opportunity stages, forecasting inputs, dashboards, and reporting standards - Establish pipeline governance, sales documentation standards, and operational best practices - Develop reporting and visibility into pipeline health, deal movement, forecasting, and sales performance - Identify operational bottlenecks and implement process improvements to improve efficiency and scalability - Participate in sales calls, discovery conversations, and deal progression activities as needed - Support opportunity strategy, proposal coordination, contract routing, and deal tracking - Help ensure opportunities move consistently through the pipeline with clear ownership and follow-up - Collaborate with leadership to reduce founder dependency in day-to-day sales execution - Administer and maintain sales compensation structures, rules, and tracking mechanisms defined in partnership with leadership and finance - Track bookings and commissionable events and ensure accuracy in reporting - Support transparency and consistency in compensation-related processes - Partner with leadership, finance, delivery, marketing, and partner managers to support the full revenue lifecycle - Improve alignment between marketing-generated opportunities, sales follow-up, and pipeline visibility - Ensure smooth transition from closed sales to consulting delivery through clear documentation and expectations Success Measures - A clearly defined and consistently followed sales process - Improved CRM data quality, forecasting visibility, and pipeline hygiene - Reduced dependency on leadership for day-to-day sales coordination and deal management - Increased consistency in opportunity movement and follow-up across the sales lifecycle - Strong operational alignment between sales, marketing, finance, and delivery - A scalable sales infrastructure that supports future growth and team expansion

• Creating and delivering straightforward onboarding, ongoing training, and certification programs through a LMS so sellers actually learn. • Getting on calls with senior leadership to talk about what's working, what isn't, and what the team needs next. • Taking complicated software testing concepts and turning them into plain, simple English that salespeople can actually use in real client conversations. • Tracking data and metrics around our training modules to prove that people are actually learning and getting value from them. • Teaching the sales team how to efficiently use their software and tools (CRM, etc.) so it’s integrated naturally into their daily routine instead of being a headache. • Talking directly to the frontline sellers to hear their feedback, patch up their knowledge gaps, and update training resources accordingly.

• Build and run the enablement infrastructure that helps our sales team ramp faster and win more • Design the AE and SDR onboarding program • Build ramp certifications across product knowledge, discovery, demo delivery, and objection handling • Create the core content library • Define what good looks like at 30/60/90 days • Run weekly call coaching sessions • Build and maintain a discovery framework • Develop objection-handling guides • Measure what you build • Partner with Product Marketing to own new features • Maintain a feedback loop between field conversations and the product roadmap • Act as an extension of sales leadership

Role Description Savant is seeking a Strategy and Operations Specialist to play a key operational role within the Chief Operating Officer function. This role helps translate strategic priorities into clear, consistent execution across the organization — creating leverage for senior leadership and helping ensure important initiatives keep moving forward. This is not a traditional administrative role. It’s a high-judgment coordination position for someone who is highly organized, detail-oriented, analytical, and comfortable working across all levels of the organization. The right person brings precision, follow-through, sound judgment, and a willingness to jump in wherever needed to support the broader mission. What You'll Do - Support Savant's Objectives and Key Results (OKR) Framework - Help manage the firm's OKR process from goal-setting through tracking, reporting, and review. - Facilitate planning and check-in processes across teams. - Build and maintain reporting tools and dashboards. - Support teams on OKR methodology and best practices. - Identify risks, misalignment, and stalled progress before they become larger issues. - Prepare Executive and Governance Materials - Partner in the preparation of materials for executive leadership, Operating Committee, and board meetings. - Coordinate timelines, gather content, and ensure consistency across contributors. - Synthesize information into clear, well-structured materials that tell a cohesive story. - Coordinate Strategic Priorities - Monitor enterprise-wide initiatives and track dependencies, risks, and progress. - Maintain visibility into key strategic priorities. - Support special projects and initiatives that help move the business forward. - Turn Data Into Insight - Pull and synthesize data from multiple sources. - Identify trends, risks, and opportunities. - Communicate findings in a way that supports informed decision-making. - Support Leadership Operations - Partner with senior leaders and their teams to gather updates, coordinate timelines, and drive follow-through. - Prepare agendas, capture meeting notes, and track action items. - Help ensure commitments made in leadership forums translate into action. What Success Looks Like - The OKR process runs smoothly and consistently across the organization. - Leadership has a clear, current view of strategic priorities and progress. - Risks and obstacles are identified early and addressed proactively. - Executive and board materials are delivered accurately, professionally, and on time. - The COO function and senior leadership team gain meaningful leverage through your support. - You build trusted relationships across the organization and are known for your reliability, judgment, and follow-through. A few important notes about this role: - Location is flexible and travel may be required. While you may work remotely in this role, we are targeting individuals who are near our major markets such as, but not limited to: Chicago, Rockford, New York, Boston, and Atlanta. Qualifications - Bachelor’s degree in Business, Project Management, Communications, or a related field. - 2 to 4 years of experience in operations, project coordination, business support, or a related environment. - Experience supporting the preparation of executive, board, or governance materials; knows what “CEO ready” looks like. - Strong organizational skills with a proven ability to manage multiple workstreams simultaneously without losing the details. - Comfortable working with data; can pull a report, spot a trend, and communicate what it means in plain language. - Excellent written and verbal communication skills; confident engaging with senior leaders. - High attention to detail and a bias toward follow through. - Discreet and professional; can handle sensitive information with appropriate judgment. - A self-starter who asks good questions, figures things out, and gets things done. - A “no job too small” mindset; equally comfortable supporting a board pack and booking a conference room, and never makes others feel the difference. - Prior exposure to executive, board, or governance material preparation strongly preferred. - Experience working with data and reporting tools; able to pull, organize, and communicate findings clearly. - Proficient in Microsoft Office Suite (Excel, PowerPoint, Word). Preferred Qualifications - Background in financial or professional services. - Familiarity with OKR methodology; direct experience facilitating or managing an OKR process is a strong plus. - Comfort with or curiosity about AI tools and emerging technologies; excited to learn and apply new ways of working as the firm evolves. Benefits - Medical, dental, and vision coverage with multiple plan options. - Health Savings Account (HSA) or Flexible Spending Account (FSA). - Company-paid life insurance, AD&D, and disability coverage. - 401(k) with company match (Roth and Traditional options). - Team-based incentive opportunities and recognition programs. - Generous paid time off, plus at least 10 paid holidays. - Annual “Savantiversary” day. - Summer Hours (shorter work weeks during the summer). - Parental leave, personal leave, and other life-event support. - Employee Assistance Program (EAP). - Wellness reimbursements (e.g., gym memberships). - Flexible “Dress for Your Day” approach. Company Description - Collaborative, integrated model across advisory, tax, and planning—no silos. - Growth-oriented firm, offering meaningful opportunities for career development and long-term impact. - Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership. - Majority employee-owned, giving our team a shared stake in our long-term success.