Account Manager

• Set and achieve ambitious growth targets aligned with the company’s overall business objectives
• Develop and implement comprehensive full-cycle sales strategies to drive new sales pipeline and grow PEX’s share of market
• Identify and prioritize key growth opportunities and markets.
• Provide hands-on coaching and mentorship to the sales team, fostering a culture of continuous learning and professional development to enhance performance and drive sales growth.
• Act as a player-coach by actively participating in key sales activities and initiatives, leading by example to demonstrate effective sales techniques and strategies while directly contributing to the company's growth targets.
• Mentor and develop team members to build a high-performing, motivated workforce.
• Lead by example, demonstrating strong leadership, strategic thinking, and a results driven mindset.
• Design and execute effective GTM strategies for new partner and product launches
• Create effective flywheel strategy to ensure partner relationships efficiently drive new leads to sales, and incremental revenue to customer success in driving new prospects and increased revenue
• Partner with cross-functional teams to ensure cohesive and successful market approaches.
• Partner with marketing to optimize product positioning, pricing, and promotional tactics to maximize market penetration.
• Allocate team resources effectively to support strategic initiatives.
• Ensure optimal use of resources, including budget management and ROI analysis.
• Implement and oversee performance metrics to track the efficiency and effectiveness of the team
• Conduct thorough market research to identify emerging trends, competitive landscape, and customer needs.
• Utilize data-driven insights to inform strategic decision-making and growth initiatives.
• Monitor and report on market and competitor activities to identify threats and opportunities.
• Establish KPIs to measure the success of growth strategies and business development efforts.
• Regularly report on growth performance to senior leadership and stakeholders.
• Adjust strategies and tactics based on performance data and market feedback.
• Work closely with marketing, product development, client success and other departments to align growth initiatives.
• Ensure clear and consistent communication of growth strategies and objectives across the organization.
• Represent the company at industry events, conferences, and meetings to promote growth initiatives.

Senior Director, Sales & Partnerships

Business Operations

• Serve as the business-side architect for Salesforce, owning data model, process design, and change governance, and own the SFDX-based CI/CD release process
• Manage and direct a Salesforce developer and a GTM analyst — translating business requirements into executable work, holding delivery accountability, and developing the team toward greater autonomy
• Provide governance for connected GTM tools including Gong, Orum, and the inContact / Salesforce integration layer
• Manage the OneTrust, Google Tag Manager, and Google Analytics relationship, ensuring compliant and accurate marketing data flows
• Partner with the data team (Snowflake, dbt, Power BI) to centralize marketing analytics and surface campaign performance, attribution, and funnel reporting that marketing and sales can act on
• Own the internally developed .NET CRM service — the integration layer between the PEX platform and Salesforce REST APIs. Coordinating with PEX engineering for ongoing maintenance and evolution
• Establish KPIs, dashboards, and a measurement culture across the function, pushing toward signal over noise
• Act as the day-to-day decision-making layer between the CIO and the team on business systems issues, reducing escalation and enabling faster execution
• Evaluate and recommend tooling changes with a bias toward simplicity, AI-enabled, and total cost of ownership.

Director, Business Systems – GTM Technology

Product Manager

• Bring together insights from every area to design and build the customer experience
• Ship high-quality, new products and features on a weekly basis
• Define and articulate user facing features of the product, including understanding how users will interact with the product and ensuring that these interactions are engaging and intuitive
• Collaborate with multiple business partners to scope, design and develop new features to meet growth, P&L and customer goals
• Rapidly synthesize complex issues into easily understood product requirements and an easy to use user experience
• Develop a deep understanding of user needs and behaviors
• Work closely with UI designers and developers to ensure that the interactive elements of the product are consistent, visually appealing and functionally effective
• Conduct user research to gather insights into how users interact with the product. This includes usability testing, A/B testing, and other methods to validate and refine interactive features
• Create usability test plans, conduct qualitative interviews, synthesize and report on feedback to inform design and development decisions
• Write comprehensive user stories for key product features, including acceptance criteria, and participate in integration and user acceptance testing (UAT) and functionality testing
• Track and report on engagement metrics, and make data driven decisions to improve the product
• Validate design decisions and understand the impact of different interactive elements on user experience and conversion rates
• Manage the lifecycle of product features UX from conception through launch and beyond. This includes prioritizing tasks, setting timelines, and ensuring that projects stay on track
• Analyze user data and translate insights into actionable product improvements.
• Provide thought leadership in design thinking and user-centered design principles
• Keep up-to-date with the latest trends in technology and design as well as the competitive landscape, and incorporate these insights into the product strategy
• Effectively visualize and communicate design ideas
• Define and track KPIs and key results around the user experience.
• Be an end-user expert on the current PEX platform and all product user experience