• Manage the end-to-end software licensing and maintenance renewal lifecycle, ensuring timely, accurate, and customer-focused execution. • Prepare, review, and maintain software licensing quotes for new licenses, maintenance renewals, upgrades, and cross-grades using Salesforce, Jira Service Management, Atlassian Partner Portal, Excel, and vendor pricing. • Manage and prioritize software licensing requests and renewal opportunities, ensuring adherence to service levels and business priorities. • Research customer contracts, licensing entitlements, renewal history, and software requirements using Salesforce and vendor portals to ensure quote accuracy and licensing compliance. • Maintain customer renewal schedules and proactively monitor upcoming renewal opportunities, engaging customers to support timely contract renewals. • Process software licensing orders, maintenance renewals, and purchase confirmations while ensuring a seamless customer experience. • Serve as the primary point of contact for software licensing and renewal inquiries, providing timely support and managing customer expectations throughout the sales and renewal lifecycle. • Partner closely with Sales Account Executives, Professional Services, Consulting Delivery, Finance, Accounts Receivable, and Collections teams to support licensing opportunities and customer renewals. • Build and maintain strong relationships with customers, software vendors, and internal stakeholders to deliver an exceptional customer experience. • Identify and communicate software renewal, cross-sell, and upsell opportunities to the Sales team to support revenue growth. • Maintain accurate customer, contract, licensing, and renewal data in Salesforce and other business systems, ensuring data integrity. • Prepare and deliver renewal pipeline, operational status, and management reports while tracking renewal performance and reasons for lost business. • Contribute to process improvement initiatives by documenting, streamlining, and automating licensing and renewal workflows to improve operational efficiency.

• Master the Viamedia.ai story with a comprehensive understanding of the company’s products, capabilities and differentiators • Ensure end-to-end RFP process exceeds seller and client expectations while achieving company goals • Operate as a player-coach, owning or contributing to strategic RFPs, building customized plans that deliver on campaign objectives • Assist in managing media strategist(s), ensuring they achieve individual and company performance goals • Build powerful presentations that bring proposal recommendations to life • Liaise with Sales, Account Management and Ad-Operations teams to refine the planning process and identify growth opportunities • Ensure all proposals and marketing collateral maintain Viamedia.ai’s brand standards, clearly communicating core strengths and our brand story • Assist with the prioritization, development and rollout of sales collateral, including verticalized pitches, sales sheets and case studies • Maintain detailed tracking and reporting on team progress, communicating opportunities and challenges to team leadership • Stay up-to-date on the latest market trends and capabilities, translating them to new strategies and tactics in client recommendations • Monitor and track the competitive landscape, communicating updates to the broader organization

• Review construction drawings and identify plumbing fixtures and required work • Perform accurate plumbing material takeoffs • Organize takeoff data into spreadsheets for pricing and proposals • Assist with obtaining vendor pricing for required materials • Support the preparation of accurate project estimates • Ensure takeoffs are accurate and completed on time • Use takeoff software to prepare and maintain project data • Identify plan discrepancies and report them to the team • Maintain organized takeoff records and project documentation • Verify material quantities and takeoff accuracy before submission • Communicate with team members and vendors to clarify project requirements • Perform other duties related to the position as assigned

• Conduct preliminary prospect research using publicly available sources and research platforms (e.g., wealth screening tools, foundation databases, SEC/FEC filings, news monitoring); • Assist with developing clear, concise donor and prospect profiles to support Major Gifts, Events, Foundations, Mid-Level, and Direct Mail teams; • Assist in identifying new prospects through capacity screenings and event attendee research; • Support qualification and requalification research efforts. • Enter and maintain research notes, ratings, and prospect information in the CRM/database; • Support moves management tracking by entering tasks, updating pipeline stages, and ensuring data integrity; • Assist in maintaining accurate portfolio coding and documentation; • Conduct data clean-up projects and support ongoing database integrity initiatives. • Assist with processing reports and synthesizing monthly or quarterly wealth screenings; • Prepare research summaries and briefing documents to support gift officers in preparation for their donor cultivation and solicitation meetings; • Help track research-driven recommendations and related outcomes; • Share and report on Google alerts for profile donors, board members and foundations.