• Collaborate with the Team Manager to understand the strategic approach to the client account, providing on-the-ground insight into the client business and opportunities, while offering input on key challenges and driving the business with a strong understanding of the larger organizational picture • Mentor and develop 5-12 direct reports, conducting performance development conversations and managing the process • Oversee the team's workload, ensuring a clear understanding of capacity and pressure points through regular 1:1 meetings. Field questions and offer advice to team members to assist with creative problem solving and knowledge sharing. Manage vacation schedules, and approve monthly expenses. • Ensure the team maintains strong, positive relationships with clients • Collaborate with the Team Manager to ensure development opportunities, effective business coverage, and continuity, including succession planning. • FIRST ambassador; participate and engage with FIRST initiatives and extracurricular where possible • Lead and motivate the team to work efficiently, fostering positive communication and an open, inclusive environment that ensures good team morale. • Liaise with the Team Manager and P&C team on talent development and recruitment for open direct report roles, while overseeing the onboarding and offboarding processes • Active training and development of the FIRST Team. Encourage direct reports to be knowledgeable of best practices, new suppliers, services, and venues and to be proactive with ideas and creative solutions • Liaise with stakeholders to refine workstreams for efficiency, meet evolving business requirements, and proactively assist with ad hoc projects, troubleshooting problems and optimizing workflows, particularly during periods of change • Refine and drive best practice; ensure team adheres to firm’s SOP and compliance requirements • Manage up; raise and escalate potential concerns and successes to management on a regular reporting basis • If applicable, this role may be required to support a book of work for planning, venue sourcing, attendee data management, roadshow management or event technology, depending on the role alignment within a specific client account, which includes end to end project management for the book of work assigned • Work seamlessly with key internal partners and stakeholders on event deliverables and to understand and drive event objectives forward; consistently maintain excellent client relations even in challenging situations • Travel for on-site management when necessary

• Lead discovery sessions and portal audits for prospective and current clients, and translate findings into architecture plans and remediation roadmaps • Write and defend project scopes: phased plans, effort estimates, and pricing that hold up under delivery • Serve as lead strategist for a portfolio of RevOps clients across Solutions Architecture, migrations, implementations, integrations, automation, and reporting • Design HubSpot architecture that follows best practice and serves the full revenue motion: lifecycle logic, pipelines, data model, automation, and reporting • Work in HubSpot both through the UI and programmatically, using the agent CLI and HubSpot MCP to audit, build, and maintain portals at a speed manual admin work can't match • Design and implement agentic workflows, for clients and for our own delivery operations • Direct internal delivery teams (consultants, developers, marketers) through execution, owning quality and timeline • Run client-facing strategy sessions, walkthroughs, and trainings that build trust and drive adoption • Contribute to how we package and sell HubSpot work: audit products, engagement structures, and repeatable delivery frameworks, including AI-powered offerings • Stay ahead of the HubSpot ecosystem, including native AI tools, the MCP, and the broader agent landscape, and bring that knowledge into how we sell and deliver

• Lead one of the delivery teams and own what it ships • Manage a team of up to eight engineers • Engage in technical challenges and review PRs • Coach and grow the engineering team • Drive AI adoption throughout the development lifecycle

• Responsible for managing day‑to‑day operational performance across the Title and Settlement function • Ensuring high‑quality service delivery, process efficiency, regulatory adherence, and customer satisfaction • Provides leadership to operational teams supporting settlement/closing, post‑closing, recording and related workflow functions • Partners closely with Compliance, Underwriting, Technology, and Business Leadership to drive operational excellence, standardization, and continuous improvement • Oversee daily production across Pre-Closing, Closing, Funding, Recording, and Post Closing functions • Monitor service level agreements (SLAs), turn‑times, quality metrics, and productivity targets • Ensure operational workflows are executed in accordance with ALTA Best Practices, state guidelines, and underwriter expectations • Implement standardized procedures and operational controls across all processes • Resolve escalated issues related to orders, files, customers, lenders, underwriters, and internal partners • Identify gaps, bottlenecks, and process inefficiencies; propose and implement process improvement initiatives • Drive lean operating practices, ensuring reduced defects, improved cycle times, and enhanced customer experience • Maintain operational playbooks, SOPs, job aids, and training documentation • Lead, coach, and develop a team of operational specialists, analysts, or supervisors • Set performance goals, conduct evaluations, and ensure accountability for operational outcomes • Collaborate with internal teams including Compliance, Underwriting, Legal, Sales, Vendor Management, and Customer Success • Act as a point of escalation for key accounts, lenders, and external partners