• Create private offers for customers in CSP Marketplaces (AWS, Microsoft Azure, Google), collaborating with account executives and sales operations. • Provide subject matter expertise and training to internal team members, vendor partners, and customers. • Serve as the primary point of contact for escalations related to private offer requests and troubleshooting. • Own and maintain comprehensive documentation for all marketplace related business processes. • Ensure data accuracy and integrity in Salesforce of all data relating to marketplace opportunities. • Support the accounting team with marketplace billing inquiries and resolution.

• Work alongside the executive team to implement processes and approaches that support achievement of the organization’s strategic business initiatives. • Establish and lead financial, operational, and governance programs that are in-line with company parameters. • Create, track, and communicate operational targets and KPIs that support the overall OKRs. • Assist organizational leaders by establishing a framework to help the business execute its strategies and OKRs. • Develop accounting systems for quick access to financial data, strategic budgeting, and performance analysis. • Analyze and interpret financial data for the purpose of improving systems and maximizing overall financial performance. • Coordinate the annual budget for the business unit or department. • Perform other job duties as assigned.

• Supports the accuracy, integrity, and operational flow of data across enterprise systems. • Focuses on acquisition data migrations, ongoing data quality monitoring, and operational analysis to ensure data is reliable and ready for reporting and decision-making. • Partners with Integration, Business Systems, and business stakeholders to analyze source data, execute repeatable data migrations, validate data loads, and respond to ad-hoc data needs. • Helps automate manual processes and translates business definitions into clear, well-documented data logic. • Responsible for migrating and processing acquisition data from their system into UPSTACK Salesforce system. • Partners with key stakeholders and the integration team; manages expectations, and provides consistent and key updates. • Conducts thorough data and source system analysis to the structure and format of acquired CRM data and defines mapping and transformation requirements. • Utilizes declarative ETL tools to migrate data into Salesforce using repeatable processes. • Executes comprehensive audit and testing procedures to validate data loads, leveraging both custom and existing reporting functionalities. • Responds to rapid-turnaround data requests to support immediate business decision-making. • Runs regular checks for data anomalies and validates data against source systems. • Assists in maintaining reference data, mapping tables, and standardized metrics definitions.

• Manage day-to-day Toll-Free Onboarding Operations across verification, appeals, escalations, and related onboarding workflows • Lead a distributed team, strengthen execution discipline, support employee development, and partner cross-functionally to improve workflows, tooling, and onboarding effectiveness • Maintain strong quality and decision standards without creating unnecessary operational friction • Plan and balance team workload and staffing coverage against operational priorities and SLA targets • Establish clear team priorities, goals, and accountability measures aligned with operational KPIs and OKRs • Identify process gaps and operational risks and drive practical improvement actions • Lead workflow and process improvement initiatives from planning through implementation • Use operational metrics and reporting to monitor trends, risks, and performance opportunities • Model leadership behaviors aligned with Twilio Magic, including ownership, customer focus, continuous improvement, and empowering others