• Manage end-to-end contract operations, from staging quotes to drafting custom terms and conditions, order booking and reconciliation • Audit orders for accuracy, completeness, required approvals, ACV, and recurring revenue • Track non-standard and custom terms across the deal lifecycle • Advise sales on deal structure and discounting to arrive at quality, approvable outcomes • Act as a true partner to sales — triaging deals, minimizing wasted effort, and moving the right opportunities forward • Drive best practices across the contracts process and document new or updated procedures proactively • Build strong relationships with stakeholders across functions, acting as an advisor rather than a gatekeeper.

• Build and maintain SKU-level demand forecasts and national/state-level supply plans across all platforms (wholesale, DTC, and retail) • Collaborate with the Director of Demand Planning to ensure forecasted supply plans are achievable and to prevent shortages or inventory cuts • Monitor Days on Hand (DOH) and supply plan health by SKU, flagging shortage or overstock risk before it impacts fulfillment • Track forecast vs. actual variance and adjust supply plans accordingly • Reconcile production POs issued to co-manufacturers against the supply plan and production schedule, flagging discrepancies for resolution • Collaborate with the Product team to obtain timely co-manufacturer inventory reports, ensuring supply plans and ERP records stay accurate and up to date • Collaborate with the Supply Chain team on supply plan adjustments needed due to raw material or packaging availability • Generate shipment plans from co-manufacturers to 3PLs, in line with Product's clear-to-ship protocols, to keep all revenue channels (wholesale, DTC, retail) adequately stocked • Ensure both the 3PL OMS and ERP platform are updated and reflect accurate inventory allocation by node • Partner with the Logistics Specialist to align shipment plans with rate shopping to keep costs down • Assist the Logistics Manager and Demand Planner with KPI logging and reporting • Review demand and supply planning data to identify and eliminate redundant processes, improving forecasting accuracy and efficiency

• Own annual revenue planning and monthly forecasting for enterprise customers. • Build growth scenario models (upsell potential, pricing elasticity) and churn risk simulations. • Conduct margin analysis by customer segment and service tier. • Design and maintain the lead-to-cash workflow for renewals and expansions within HubSpot. • Manage forecast process (stage progression, commit vs. best-case) and opportunity stage governance. • Coordinate with Deal Desk on non-standard renewal pricing and contract terms. • Document all workflows and orchestrate cross-functional handoffs (Sales to Account Management to Customer Success). • Build and maintain executive Power BI dashboards tracking: • Pipeline Health (coverage, velocity, win rates) • Retention (NRR, GRR, churn by segment) • Productivity (attainment, time-to-close) • KPI Governance (define metrics, data dictionaries, and cadence) • Serve as the HubSpot RevOps Subject Matter Expert. • Implement AI workflow orchestration within HubSpot. • Leverage Power BI for predictive modeling, churn probability, Customer Lifetime Cycle (CLV), using DAX and integrated datasets.

• Monitoring customer tickets submitted by clients; • Managing the backlog, identifying and reinforcing deadlines with interface teams and preparing responses to the client; • Analyzing incoming tickets and routing cases to other CX areas; • Handling potential customer dissatisfaction, focusing on recovery to maintain and reinforce VOLL's quality standards; • Supporting the client's point of contact with questions, assistance, and tool adjustments;