• Lead and manage a team of Operations Associates and Senior Associates by establishing clear performance standards and expectations, while providing ongoing coaching and structured guidance to support both current role excellence and career advancement. • Empower direct reports to go beyond day-to-day ticket processing by actively engaging them in cross-functional projects and strategic initiatives that drive meaningful impact across the team and the broader organization. • Monitor team performance metrics and leading indicators to ensure adherence to internal SLAs and other key benchmarks. Conduct independent root cause analyses in response to significant performance variances and develop scalable, solutions-oriented mitigation strategies. • Deliver timely and constructive performance evaluations for Associates and Senior Associates, develop and facilitate individualized employee development plans, and execute delegated work assignments with a high degree of quality and accountability. • Maintain hands-on involvement in ticket processing to develop and sustain a deep understanding of internal workflows. Leverage this knowledge to manage client escalations effectively by engaging the appropriate stakeholders or driving independent resolution of complex issues. • Demonstrate proficiency in SQL and leverage data visualization tools to build and maintain dashboards that track project progress, surface key insights, and support data-driven decision-making. • Identify and champion opportunities for process optimization and operational improvement within your area of ownership, contributing to a culture of continuous improvement.

• Develop and execute comprehensive sales strategies to penetrate and expand the customer base within the assigned geographical territory. • Identify and pursue new business opportunities through targeted research and outbound cold calling. • Provide in-depth technical information and explanations to prospective clients. • Prepare precise and competitive quotes that align with client requirements. • Regularly assess and summarize competitor information and market trends to identify opportunities and threats. • Stay abreast of new product developments and industry trends by engaging in ongoing education. • Drive the closure of new business deals, ensuring alignment with company objectives. • Perform additional duties and responsibilities as deemed necessary by management.

Role Description TRG Screen are looking for a Demand Generation Specialist to join our growing Marketing team. This is an opportunity for a strategic, hands-on marketer who thrives on building from scratch and driving measurable pipeline impact within financial services. As our first dedicated Demand Generation hire, you will own our Account-Based Marketing (ABM) strategy while leading execution across key channels. You will be the architect of a repeatable ABM program that drives pipeline from named accounts, equips our sales team with data-driven enablement, and builds the reporting infrastructure to prove impact. This is a blank canvas role, ideal for someone who loves to build, learn, and make a big impact as part of a small, ambitious team. Responsibilities - ABM Strategy - Design and execute tiered ABM programs (1:few and 1:1) targeting 50–100 priority financial services accounts across new logo and whitespace opportunities - Build quarterly campaign plans driven by intent signals and account data from HubSpot and Salesforce - Define success metrics and develop "campaigns-in-a-box", including briefs, assets, and playbooks for seamless, sales handoff - Hands-On Campaign Execution - Brief and guide the creation of bespoke landing pages, email sequences, and webinars - Configure segments and workflows as needed (not full design or build ownership) - Coordinate geo-targeted plays and joint sales and marketing motions - Reporting & Analytics - Build dashboards to track ABM engagement signals, meetings booked, opportunities created, and pipeline influence - Deliver clear reporting that demonstrates program ROI and informs ongoing strategy - Sales Enablement & Customer Marketing - Leverage Gong insights (with admin access) to identify patterns in objections, wins, and buyer behaviour - Develop pitch decks and email sequences informed by call data - Support customer marketing through nurture sequences for at-risk and expansion accounts - Coordinate ABM plays that bridge sales-qualified leads through to customer retention and upsell Qualifications - 3+ years of experience in B2B SaaS demand generation or digital marketing, with a proven track record of pipeline results in ABM or enterprise account programs - A strategic thinker who is equally comfortable rolling up their sleeves - you own the plan and execute it - Sales-credible: confident reviewing call recordings, extracting insights, and translating them into compelling content and sequences - Hands-on experience with HubSpot and Salesforce; familiarity with Gong or a similar conversation intelligence platform - Strong communicator with the ability to collaborate effectively with small, cross-functional teams - Fully remote-ready with a self-directed working style - Experience in financial services or data-driven B2B environments is a plus Benefits - Unlock your potential in an environment where innovation thrives - Opportunities abound, and your contributions make a difference - We are an equal opportunities employer - We recognize and value the power of diversity in our workplace

• Manage a portfolio of approximately 50–70 travel agency accounts within an assigned territory. • Develop and execute annual territory and account growth plans. • Build strong relationships with agency owners, managers, and top-producing advisors. • Conduct regular business reviews to evaluate performance, identify opportunities, and develop action plans. • Maintain a disciplined account management cadence through in-person visits, virtual meetings, phone outreach, and industry events. • Achieve annual passenger, First Time Traveler (FTT) and River growth targets. • Identify opportunities to increase Tauck market share within existing agency partners. • Drive growth across all Tauck product lines, including emerging brands and strategic initiatives. • Utilize account performance data and market intelligence to prioritize sales efforts and investments. • Partner with Business Development Managers to increase advisor engagement, education, and selling activity. • Promote advisor training programs, webinars, roadshows, Tauck Academies, and familiarization opportunities. • Coach, educate, and guide travel advisors on Tauck's products, sales strategies, and best practices to help them grow their business and convert more bookings. • Ensure advisors have access to the tools, resources, marketing support, and business insights needed to successfully sell and advocate for Tauck. • Identify high-potential advisors and create targeted growth plans. • Develop territory-specific strategies that align with company growth objectives. • Execute sales campaigns, marketing initiatives, and advisor engagement programs within the region. • Represent Tauck at trade events, conferences, agency meetings, and industry functions. • Manage territory budgets and resources to maximize return on investment. • Collaborate with Trade Marketing, Sales Operations, Reservations, Groups Sales, and other internal teams to support agency success. • Provide market feedback and competitive intelligence to leadership. • Advocate for agency and advisor needs while balancing company objectives. • Support company-wide initiatives and strategic priorities.