● Analyze business systems and tools to streamline processes, improve data accuracy, and enhance decision-making capabilities ● Develop and execute data strategy initiatives to support business objectives and drive growth across service teams ● Manage the end-of-month billing process, verifying internal adherence to billing procedures and accurate client invoicing. ● Assist with contract termination financials to ensure mutual compliance with contractual obligations. ● Collaborate with Finance, Sales, and Support teams to reconcile contracts, invoices, and product offerings, ensuring financial accuracy and alignment ● Perform customer profitability analysis to optimize financial performance and guide decisions on client retention or termination ● Design and maintain dashboards and reports to track key performance indicators and monitor business performance ● Evaluate new technology solutions for implementation ● Create, review, and manage proposals to drive business development and support sales initiatives ● Write and edit content including internal communications, press releases, blog posts, and other marketing collateral

● Established and implemented key performance indicators for all service teams ● Developed strategies to ensure smooth transitions with new processes and operational models, thinking through change management tactics ● Optimized and rolled out a new quoting and proposal solution ● Created a client risk management framework to assess and monitor client satisfaction, profitability, and retention

● Spearheaded data validation processes for client data across Finance, Sales, and Client Success ● Maintained data accuracy within the company’s Salesforce CRM instance ● Collaborated with Client Success to ensure continuous client satisfaction and retention

● Collaborated with the Interim CRO on CRM implementation and establishing a repeatable sales process ● Utilized CRM tools to manage leads through the sales pipeline and to track sales activities● Prepared sales presentations, proposals, and contracts● Contributed to company expansion activities, such as fundraising, marketing, and partnerships. ● Served as the primary liaison between the Interim CRO, the Sales Team, and the Client Success Team

● Conducted risk analysis, assessments, and security audits using internal and third-party tools●Prepared detailed reports highlighting clients’ cybersecurity programs, their inherent risks, and proposed recommendations●Partnered with Client Success Program team members to ensure the timely completion and delivery of services