Casepoint

Performance Marketing

• Develop and execute integrated demand generation campaigns targeting Corporate and SLED audiences, driving awareness, engagement, pipeline, and revenue growth.
• Own campaign execution across multiple channels, including email, paid social, display, search, webinars, content syndication, ABM programs, events, and emerging digital channels.
• Partner closely with Sales and BDR teams to ensure marketing-generated leads are acted on quickly, campaign performance is continuously improved, and pipeline targets are achieved.
• Monitor campaign performance daily and proactively identify opportunities to improve lead conversion, engagement, and pipeline creation.
• Collaborate with Product Marketing and Content Team to translate business priorities into compelling campaign themes, messaging, and content offers.
• Support account-based marketing programs focused on strategic accounts and key growth opportunities.
• Work closely with Marketing Operations to ensure accurate tracking, reporting, attribution, and lead flow management.
• Maintain campaign calendars, project plans, and execution timelines while managing multiple concurrent initiatives.
• Leverage AI, automation, intent data, and emerging technologies to improve campaign efficiency, personalization, and scale.
• Continuously test, learn, and optimize campaign performance through experimentation and data-driven decision making.

Campaign Marketing Manager – Corporate, SLED

Compliance

• Develop and lead Casepoint’s enterprise Governance & Compliance strategy, ensuring scalable governance practices that support business growth and customer trust.
• Own enterprise privacy, compliance, AI governance, information governance, and corporate policy programs.
• Establish governance frameworks for emerging technologies, including responsible AI, data governance, and regulatory compliance.
• Partner with Executive Leadership to proactively identify, assess, and manage regulatory, contractual, operational, and technology-related risks.
• Provide executive oversight of the contracts function by partnering with the Director of Government Contracts on strategy, governance, risk management, and operational priorities.
• Collaborate with Sales, Product, Finance, Security, Legal, Engineering, and Customer Success to enable growth while balancing business objectives with appropriate governance.
• Develop executive reporting, governance metrics, and compliance dashboards to support informed decision-making.
• Drive continuous improvement through scalable processes, automation, and technology-enabled governance solutions.
• Monitor evolving regulatory requirements and industry best practices, recommending proactive enhancements to governance programs.

VP, Governance and Compliance

Director

• Lead government contracting strategy across Federal, State, Local, and Education markets, including procurement pathways, capture support, and contract vehicle optimization.
• Own public sector contract lifecycle management, including intake, review work flows, governance, obligations, renewals, reporting, analytics, and audit readiness.
• Advise Sales, Finance, and Executive Leadership on contract vehicle utilization, pricing strategy, RFP support, complex procurements, and revenue acceleration opportunities.
• Ensure compliance with applicable government contracting requirements, including FAR, DFARS, state procurement rules, public records obligations, reporting, pricing, and subcontracting requirements.
• Partner with Legal and Security/CISO on contractual risk, data/security requirements, AI-related contracting obligations, and emerging public sector compliance requirements.
• Implement and optimize CLM tools and AI-assisted contract management capabilities to improve efficiency, visibility, and contract governance.
• Build a lean, scalable operating model by leveraging internal stakeholders, outside counsel, specialized government contracting advisors, and offshore or back-office contract operations support.

Senior Director – Vice President, Contracts

Account Executive

• Research, identify, and target Ideal Client Profile in organizations
• Build relationships, identify needs and align capabilities
• Proactively engage prospects through cold calls, personalized emails, LinkedIn messaging, and social selling
• Conduct meetings virtually and in person
• Maintain a pipeline of business that is qualified, forecastable, and accountable
• Collaborate seamlessly with others to leverage cross-functional partners, peers, and resources

Senior Account Executive, Federal Civilian Sales

Product Specialist

• Conducting onboarding and discovery meetings for customers, understanding customer context and goals, and providing product information to best serve those goals.
• Assist customers with advanced technology capabilities such as but not limited to keyword searches, near-duplicate/email threading & advanced analytic (AI) searching.
• Design technical workflow and projections for customer success management meetings and executive business reviews.
• Design playbook and best workflow procedures for Casepoint products.
• Improve product adoption, and customer retention, and help foster positive customer relationships that create a loyal customer base.
• Develop and adhere to properly documented projects, including customer workflows, roles and task management, estimations, and process improvements.
• Ensure exemplary customer service and communication management to all internal and external customers; proactively promote customer service throughout the department and among teams; respond to peer requests with recognition that request serves a customer need.
• Collaborate with vendors, consultants, business, and IT personnel to achieve solutions to identified business needs.

Product Consultant

Data Analyst

• Assist with collecting, organizing, and validating sales and customer data from CRM and other business systems.
• Support the creation and maintenance of reports and dashboards to track sales performance, pipeline activity, and key business metrics.
• Analyze trends and identify opportunities to improve data quality, reporting accuracy, and operational efficiency.
• Prepare summaries and visualizations to support business reviews and leadership decision-making.
• Partner with Sales, Marketing, Customer Success, and Revenue Operations teams on ad hoc projects and analyses.
• Document processes and recommend improvements to reporting and data management practices.

Summer Intern – Sales Operations Data Analyst

Financial Planning and Analysis

• Lead core FP&A activities, including annual budgeting, rolling forecasts, and long-range financial planning.
• Prepare and deliver clear, accurate board-level reporting, including executive summaries, key metrics, and forward-looking insights.
• Own variance analysis across actuals, budget, and forecast; identify trends, risks, and opportunities, and communicate drivers in a concise, actionable way.
• Partner with business leaders to support decision-making through scenario modeling, financial analysis, and performance tracking.
• Develop and maintain financial models that support strategic initiatives and operational planning.
• Leverage SQL and Power BI to analyze large datasets, build dashboards, and improve the accessibility and usability of financial insights.
• Help define and evolve how the FP&A function uses automation, advanced analytics, and AI-enabled tools to improve efficiency, accuracy, and insight generation.
• Mentor and support team members by sharing best practices, providing constructive feedback, and fostering a collaborative, inclusive team environment.
• Continuously improve FP&A processes, documentation, and controls to support scale and clarity.

FP&A Manager

Consultant

• Work with client to gather, analyze, and document their business requirements and workflows to develop a deep understanding of the requirements.
• Configure the mLINQS software according to client specifications, customizing features and functionalities to align with their business needs.
• Develop and deliver comprehensive training sessions for clients, ensuring they are well-equipped to utilize the software smoothly and effectively.
• Identify and address any technical issues or challenges that arise with the mLINQS software and collaborate with technical resources to find solutions.
• Facilitate clear and concise documentation including reviewing client user guides (if applicable), training materials, test plans, and configuration notes to enable knowledge transfer and user adoption.
• Develop test plans and conduct testing of the software to validate its functionality and performance meets the client’s requirements.
• Work closely with the cross-functional teams to ensure alignment with customer business requirements.
• Provide feedback from client interactions to contribute to the improvement of software features, user experience, and implementation processes.

Software Consultant

Revenue Operations

• Support day-to-day revenue operations activities across Sales, Marketing, and Customer Success
• Maintain and improve CRM data quality, reporting accuracy, and process consistency within Salesforce
• Build and maintain dashboards, reports, and recurring metrics used by Revenue Leadership and GTM teams
• Analyze pipeline health, sales activity, funnel conversion, renewals, and customer lifecycle trends to identify actionable insights
• Assist with forecasting processes and pipeline reviews by ensuring data integrity and reporting accuracy
• Support territory alignment, account assignments, and quota administration activities
• Help manage and optimize revenue systems and tools, including Salesforce and other GTM technologies
• Partner cross-functionally with Sales, Marketing, Customer Success, Finance, and Business Systems teams to support operational initiatives
• Document processes, workflows, and reporting standards to improve scalability and consistency
• Assist with deal desk administration, approvals, pricing support, and operational governance workflows
• Identify process improvement opportunities that reduce friction and improve efficiency across the revenue organization
• Support ad hoc analysis and executive reporting requests as business needs evolve