• Partner with executive leadership to refine CoreStory’s positioning, messaging, and category strategy and ensure our messaging evolves alongside the rapidly changing AI software landscape. • Monitor competitive, technology, and market trends to help shape company strategy. • Translate complex technical capabilities into compelling customer value and develop messaging for new product capabilities and releases. • Create executive presentations, solution narratives, and customer-facing collateral. • Gather market feedback that helps influence product direction. • Own CoreStory’s relationships with Gartner, Forrester, IDC, and other industry influencers by preparing executive briefings, coordinating analyst interactions and driving participation in industry research. • Support strategic enterprise opportunities with executive presentations and account-specific messaging. • Help establish CoreStory and its leadership team as recognized voices in enterprise AI by writing executive content, creating white papers and technical thought leadership. • Collaborate with the Partnerships organization to develop messaging for strategic technology and channel partners and support joint go-to-market initiatives.

• Develop and drive an integrated marketing strategy that supports Legalist’s business objectives and growth priorities • Partner with leadership to pinpoint opportunities for strengthening our market presence and elevating our brand • Translate business priorities into measurable marketing initiatives spanning brand, content, communications, and digital channels • Establish our marketing priorities and measure effectiveness of initiatives • Own Legalist’s brand across all external marketing materials and communications • Ensure consistent messaging and visual identity across client-facing presentations and digital collateral • Manage relationships with designers, PR partners, and other external parties • Seek out opportunities to increase our brand visibility through PR, media opportunities, and thought leadership • Oversee Legalist’s content strategy including newsletters, our website, thought leadership, and other marketing channels • Work closely with our internal subject matter experts to translate complex legal and financial topics into digestible and compelling content • Own pitch decks, presentations, one-pagers, newsletters, and case studies that support business development efforts • Ensure that our website remains active and reflective of the Legalist brand • Partner with our designers and external website vendors to enhance our website experience • Define KPIs and regularly evaluate marketing performance • Leverage data to identify opportunities and improve our marketing effectiveness • Build reporting that gives leadership clear visibility into marketing performance and business impact

• Serve as the consistent, senior CMX presence in all segment leadership meetings, strategy sessions, and business planning forums — representing not just marketing, but the full Communications, Marketing & Customer Experience function. • Develop and maintain a deep, current understanding of each segment’s business strategy, competitive pressures, growth targets, operational challenges, and member or customer dynamics — well beyond what is needed to brief a campaign. • Listen to segment challenges with the breadth of the full CMX capability set in mind — identifying where marketing, communications, customer experience, brand, and insights each have a role to play, and framing integrated solutions rather than single-discipline responses. • Translate segment business needs into clear, actionable briefs for CMX subject matter experts — providing the strategic context, business rationale, and high-level direction that allows each SME to do their best work without needing to attend every segment conversation. • Mobilize and orchestrate the right CMX experts — across Communications, Customer Experience, Brand, Insights, and Marketing — for each segment challenge, ensuring the department delivers as one integrated function rather than a collection of independent capabilities. • Maintain a real-time understanding of priorities, capacity, and ongoing work across CMX disciplines, so that segment commitments are made with full awareness of what the department can deliver and when. • Serve as the accountability owner for CMX’s commitments to each segment — tracking deliverables, managing expectations, escalating risks, and ensuring the department consistently follows through on what it promises. • Build and sustain trusted, peer-level relationships with segment leaders in Commercial, Government, and Health Services — positioning CMX as a strategic partner that earns a seat at the table because of the value it creates, not because of its organizational role. • Proactively bring CMX insight, intelligence, and capability to segments before they ask — identifying opportunities where communications strategy, customer experience improvement, brand investment, or deeper audience insight could accelerate a segment’s goals, and making the case for that investment. • Report back to the VP, Enterprise Marketing & Acquisition and the broader CMX leadership team on segment priorities, emerging needs, and strategic opportunities — ensuring the department is always forward-looking in how it aligns resources and capabilities to business needs.

• Own and drive the commercial growth agenda across existing retail setups, identifying growth levers, upsell opportunities, and potential for budget expansion. • Act as the primary point of contact for retail, sell-out, and Commercial Framework topics, both internally and with retail stakeholders. • Translate customer and commercial strategy into actionable retail initiatives, with a strong focus on migrating traditional offline/print activities into digital offerings. • Build strong retailer relationships through proactive account development, including regular customer visits and ongoing commercial dialogue. • Analyze KPIs, budgets, and performance trends to derive clear recommendations on optimization, rollout decisions, and commercial priorities. • Apply and clearly communicate Commercial Framework methodologies, including test logic, control group design, and uplift calculations, and confidently defend these approaches with commercial and controlling stakeholders. • Develop, implement, and maintain controlling frameworks to steer performance transparently, measure effectiveness, and support sound commercial decision-making. • Lead retail- and performance-related discussions with clients and internal stakeholders, presenting analyses, recommendations, and business cases in a clear and persuasive manner. • Work closely with C-level stakeholders and other senior decision-makers, presenting recommendations and commercial cases in a compelling and audience-appropriate way. • Partner closely with Sales, Marketing, Category Management, and Media experts to ensure retail logic guides strategic direction and execution quality. • Support prioritization decisions across customers and initiatives based on commercial potential and strategic relevance. • Contribute to team development by mentoring colleagues and supporting AI-driven ways of working across the organization.