Teams at Omatic

Own strategic enterprise customer accounts, driving retention, expansion, adoption, and long-term value. Lead escalations, renewal forecasting, account planning, NPS and health reporting, cross-functional initiatives, and upselling strategies. Build executive relationships, influence internal priorities, mentor junior CSMs, develop team playbooks, and support complex implementations. Serve as a subject-matter expert on Omatic solutions and nonprofit fundraising technology.

Own Salesforce data quality, governance, territory modeling, sales process adoption, and reporting. Administer prospecting and sales engagement tools, build reusable outbound infrastructure, and support enablement and onboarding with accurate systems, templates, and performance data. Develop dashboards covering pipeline, coverage, velocity, and territory performance, while partnering with sales leadership, marketing, enablement, finance, and Salesforce architecture to improve productivity and forecast reliability.

Lead Omatic’s Partnerships and Strategic Alliances function, owning partner strategy, bookings targets, tiering, reporting, and team development. Manage strategic partner relationships, negotiate complex agreements, resolve executive-level escalations, and identify new partnership opportunities. Collaborate with Sales, Marketing, Product, and Customer Experience leadership to embed partnerships into the company’s go-to-market strategy. Present performance insights to executive leadership and the Board while scaling the partner program.