• Build long-term, trust-based relationships with major donors that deepen donors’ understanding of GiveWell’s work. • Proactively identify the insights, data points, and narratives from GiveWell’s research that are most relevant to major donor decision-making. • Drive and lead team-wide initiatives and significant projects to make our work accessible, from learning journey design, playbooks, and systems to donor events and donor communications. • Translate GiveWell’s research into original donor-facing content that makes our work accessible to analytically sophisticated, time-poor major donors. • Serve as a strategic advisor to GiveWell’s leadership. • Drive improvements to our philanthropy culture, systems, and processes to improve how our philanthropy function operates and scales.

• Providing functional product expertise during the pre-sales process, with primary focus on demonstrating Coupa’s Sourcing offerings • Providing subject matter expertise around complex sourcing and optimization best practices that provide valuable guidance to prospects (and Coupa’s sales team). • Assisting solutions consultants as they prepare for demonstrations and/or providing SME support during prospect meetings when necessary. • Training and enablement lead for the solutions consulting team in terms of complex sourcing product and domain knowledge. • Collaborating with Coupa’s Product Management team with regards to future product direction for Sourcing, based on innovation and prospect requirements. • Working with Coupa’s demo support team to provide rich and up to date content in our master demo environments. • Collaborating with various internal departments such as Product Marketing and Proposal Management as a SME for Complex Sourcing and optimization market positioning, webinars and collateral.

• Speak with customers who want to make a complaint, listening carefully and responding with empathy • Resolve straightforward issues at the earliest opportunity where possible • Accurately log, acknowledge and maintain complaint records in line with team processes • Gather information and evidence to support investigations and Housing Ombudsman cases • Support the Resolution Team in monitoring actions and closing complaints appropriately • Apply internal policies, including the Complaint Handling Code and compensation policy, to support fair outcomes • Communicate clearly and professionally with customers and colleagues • Work collaboratively across teams to follow up on actions and help resolve issues • Contribute to a customer-first approach in all aspects of your work

• Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes • Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans • Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner • Manage meeting schedule, including travel booking • Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants • Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance • Achieve plan level and individual goals to help achieve service level agreements and business results • Participate in client meetings, sales finals, or other external meetings as needed • Work collaboratively across internal service and management teams to improve effectiveness